ARMOUR Residential REIT, Inc. (NYSE:ARR) ranks among the most undervalued REIT stocks to buy right now. On January 16, Jones Trading raised ARMOUR Residential REIT, Inc. (NYSE:ARR) from Hold to Buy, with a $20.50 price target. The upward revision was based on a predicted growth in book value, which Jones Trading believes suggests that the shares are discounted when compared to agency rivals. The firm expects that ARMOUR’s book value will reach $19.50 per share by January 15, a rise from $17.49 on Septemb ...

VERO BEACH, Florida, Jan. 29, 2026 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR and ARR-PRC) (“ARMOUR” or the “Company”) today announced the February 2026 cash dividend for the Company's Common Stock. February 2026 Common Stock Dividend Information Month Dividend Holder of Record Date Payment DateFebruary 2026 $0.24 February 17, 2026 February 27, 2026 Certain Tax Matters ARMOUR has elected to be taxed as a real estate investment trust (“REIT”) for U.S. Federal income tax purposes. In ...

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Horizon Technology Finance Corp (NASDAQ:HRZN) - The stock has a dividend yield of 19.61% [6] - Analyst Michael Diana from Maxim Group maintained a Buy rating but reduced the price target from $10 to $7.5 as of August 11, 2025, with an accuracy rate of 56% [6] - Analyst Bryce Rowe from B. Riley Securities upgraded the stock from Sell to Neutral and lowered the price target from $9 to $7 on May 13, 2025, with an accuracy rate of 57% [6] - Recent news includes the pricing of a $57.50 million offering of 7.00% notes due 2028 on December 11 [6] Group 2: Invesco Mortgage Capital Inc (NYSE:IVR) - The stock has a dividend yield of 15.84% [6] - Analyst Douglas Harter from UBS maintained a Neutral rating and increased the price target from $7.25 to $7.5 on September 3, 2025, with an accuracy rate of 56% [6] - Analyst Aaron Hecht from JMP Securities maintained a Market Perform rating on January 23, 2025, with an accuracy rate of 55% [6] - Recent news indicates that Invesco Mortgage Capital posted in-line quarterly earnings on October 30 [6] Group 3: ARMOUR Residential REIT, Inc. (NYSE:ARR) - The stock has a dividend yield of 15.26% [6] - Analyst Douglas Harter from UBS maintained a Neutral rating but cut the price target from $16 to $15.5 on September 3, 2025, with an accuracy rate of 56% [6] - Analyst Jason Weaver from Jones Trading maintained a Hold rating on April 24, 2025, with an accuracy rate of 53% [6] - Recent news reveals that ARMOUR Residential REIT posted downbeat quarterly sales on October 22 [6]

Core Insights - During market turbulence, investors often seek dividend-yielding stocks, which typically have high free cash flows and offer substantial dividends [1] Group 1: Horizon Technology Finance Corp (NASDAQ:HRZN) - The stock has a dividend yield of 19.61% [6] - Analyst Michael Diana from Maxim Group maintained a Buy rating but reduced the price target from $10 to $7.5 as of August 11, 2025, with an accuracy rate of 56% [6] - Analyst Bryce Rowe from B. Riley Securities upgraded the stock from Sell to Neutral and lowered the price target from $9 to $7 on May 13, 2025, with an accuracy rate of 57% [6] - Recent news includes the pricing of a $57.50 million offering of 7.00% notes due 2028 on December 11 [6] Group 2: Invesco Mortgage Capital Inc (NYSE:IVR) - The stock has a dividend yield of 15.84% [6] - Analyst Douglas Harter from UBS maintained a Neutral rating and increased the price target from $7.25 to $7.5 on September 3, 2025, with an accuracy rate of 56% [6] - Analyst Aaron Hecht from JMP Securities maintained a Market Perform rating on January 23, 2025, with an accuracy rate of 55% [6] - Recent news indicates that Invesco Mortgage Capital posted in-line quarterly earnings on October 30 [6] Group 3: ARMOUR Residential REIT, Inc. (NYSE:ARR) - The stock has a dividend yield of 15.26% [6] - Analyst Douglas Harter from UBS maintained a Neutral rating but cut the price target from $16 to $15.5 on September 3, 2025, with an accuracy rate of 56% [6] - Analyst Jason Weaver from Jones Trading maintained a Hold rating on April 24, 2025, with an accuracy rate of 53% [6] - Recent news reveals that ARMOUR Residential REIT posted downbeat quarterly sales on October 22 [6]

Core Viewpoint - ARMOUR Residential REIT Inc. (NYSE:ARR) stock has experienced a slight decrease in the current market session, but has shown a significant increase over the past month and a modest rise over the past year, raising questions about its valuation despite current performance concerns [1]. Past Year's Performance - The stock price of ARMOUR Residential REIT is currently at $18.57, reflecting a 0.58% decrease in the current session, while it has increased by 9.63% over the past month and 0.50% over the past year [1]. P/E Ratio Analysis - ARMOUR Residential REIT has a P/E ratio of 98.32, which is significantly higher than the industry average P/E ratio of 15.61 for Mortgage Real Estate Investment Trusts (REITs), suggesting that investors may expect better future performance from the company compared to its peers [5][6]. - A higher P/E ratio may indicate that the stock is overvalued, as it reflects investor expectations for future performance, but it could also suggest a willingness to pay a premium for anticipated growth [5][6]. - While the P/E ratio is a useful metric for evaluating market performance, it should be considered alongside other financial ratios, industry trends, and qualitative factors to provide a comprehensive analysis of the company's financial health [8].

Core Insights - Albert Anthony is a Croatian-American business author and analyst contributing to Seeking Alpha and other financial platforms, with a focus on Real Estate Investment Trusts (REITs) [1] - He has over 1,000 followers on Seeking Alpha and has authored a book on REITs, indicating a strong presence in the investment community [1] - Anthony has a background in business information systems and has worked at Charles Schwab, enhancing his analytical skills in finance [1] Professional Background - The author has launched his own equities research firm, Albert Anthony & Company, which operates remotely [1] - He has participated in numerous business and innovation conferences in both the US and Croatia, showcasing his engagement in the industry [1] - Anthony holds a B.A. in Political Science and is pursuing certifications in Capital Markets & Securities Analysis and business intelligence [1] Media Presence - He is expanding his reach through a YouTube channel focused on REITs, where he shares insights as an active investor [1] - The author does not engage with non-publicly traded companies or small-cap stocks, focusing solely on publicly available data for his analyses [1]

Core Viewpoint - ARMOUR Residential REIT, Inc. has confirmed its cash dividend for January 2026 for both Common Stock and Series C Preferred Stock, aligning with previous guidance provided in December 2025 [1]. Dividend Information - The cash dividend for Common Stock in January 2026 is set at $0.24, with a holder of record date on January 15, 2026, and a payment date on January 29, 2026 [2]. - For Series C Preferred Stock, the dividend for January 2026 is $0.14583, with the same holder of record date of January 15, 2026, and a payment date on January 27, 2026. The same dividend amount will be paid in February and March 2026, with respective holder of record dates on February 15 and March 15, and payment dates on February 27 and March 27 [3]. Tax Matters - ARMOUR has elected to be taxed as a real estate investment trust (REIT) for U.S. Federal income tax purposes, which requires the company to distribute substantially all of its ordinary REIT taxable income to maintain this status. Dividends exceeding current tax earnings and profits will generally not be taxable to common stockholders [4]. Company Overview - ARMOUR primarily invests in fixed-rate residential, adjustable-rate, and hybrid adjustable-rate residential mortgage-backed securities that are issued or guaranteed by U.S. government-sponsored enterprises or the Government National Mortgage Association. The company is externally managed and advised by ARMOUR Capital Management LP, which is registered with the SEC [5].

Core Viewpoint - ARMOUR Residential REIT, Inc. (NYSE:ARR) is recognized as a strong investment opportunity, particularly noted for its attractive monthly dividend payments and solid financial performance in Q3 2025 [1][2]. Financial Performance - In Q3 2025, ARMOUR reported a GAAP net income of $156.3 million, equating to $1.49 per share. The net interest income was $38.5 million, while distributable earnings reached $75.3 million, or $0.72 per share [3]. Capital Activity - The company raised approximately $99.5 million by issuing around 6 million common shares during the quarter. Additionally, it completed the sale of 18.5 million shares for about $298.6 million in August and repurchased 700,000 shares in September [4]. Dividend Policy - ARMOUR aims to maintain an attractive and stable dividend policy, continuing with a monthly payout of $0.24 per share. Since its inception, the company has distributed $2.6 billion in dividends through November 2025 [5]. Company Overview - ARMOUR Residential REIT, Inc., founded in 2008 and based in Maryland, primarily invests in residential mortgage-backed securities that are issued or guaranteed by U.S. government-sponsored entities [6].

Core Insights - The article provides a detailed analysis comparing Rithm Capital Corp. (RITM) to 17 other mortgage real estate investment trusts (mREITs) to address ongoing requests for such comparisons [1][2] - The analysis is divided into two parts, with Part 1 focusing on RITM's recent results and metrics, while Part 2 emphasizes dividend rates, yield percentages, and sustainability metrics [2][3] Group 1: RITM's Financial Metrics - RITM's book value as of September 30, 2025, is compared to its 17 mREIT peers, providing insights into its financial standing [2] - RITM declared a dividend of $0.25 per common share for Q3 2025, maintaining the same rate as the previous quarter, resulting in a trailing twelve-month (TTM) dividend yield of 8.26% [16][27] - The annual forward yield based on RITM's stock price as of September 19, 2025, is also 8.26%, while the yield based on the company's book value is 7.79% [16] Group 2: Dividend Sustainability Analysis - The article discusses RITM's dividend sustainability, indicating a very high probability (90%) of maintaining a dividend between $0.25 and $0.30 per share for Q1 and Q2 2026 [29] - RITM's quarterly core earnings available to common shareholders for Q3 2025 were reported at $296.9 million, translating to a core earnings per share of $0.54, which is above the dividend rate [23][21] - The dividend distribution payout ratios for RITM have been attractive, with ratios of 48%, 46%, and 47% for Q1, Q2, and Q3 2025, respectively [23] Group 3: Comparative Analysis with Peers - RITM's TTM dividend yield and annual forward yield percentages are notably below average when compared to its peer PMT, indicating a lower risk profile [16][27] - The article emphasizes that RITM has maintained a consistent dividend history, increasing its dividend from $0.35 in Q3 2014 to $0.25 since Q3 2021, contrasting with many peers that have reduced dividends [15][13] - The analysis includes a comparison of RITM's leverage ratio, which is lower than that of PMT, suggesting a more conservative approach to risk management [17] Group 4: Future Projections and Recommendations - The projected adjusted core earnings for Q4 2025 are expected to improve compared to Q3 2025, indicating a positive outlook for RITM's financial performance [30] - The current price target for RITM is approximately $14.60 per share, with recommendations varying from SELL at a premium to BUY at a discount to the projected book value [34][32] - The article concludes that RITM is currently undervalued, with a strong buy recommendation based on its financial metrics and market conditions [33]

Core Viewpoint - ARMOUR Residential REIT, Inc. has announced a cash dividend of $0.24 per Common share for January 2026, with the holder of record date set for January 15, 2026, and payment date on January 29, 2026 [1][2]. Dividend Information - The cash dividend for January 2026 is $0.24 per Common share [2]. - The holder of record date is January 15, 2026, and the payment date is January 29, 2026 [2]. Tax Matters - ARMOUR is taxed as a real estate investment trust (REIT) and must distribute substantially all of its ordinary REIT taxable income to maintain this status [3]. - Dividends exceeding current tax earnings and profits for the year are generally not taxable to common stockholders [3]. - The actual dividends are determined by the Company's board of directors, considering various factors such as operational results, cash flows, financial condition, capital requirements, and market conditions [3]. Company Overview - ARMOUR primarily invests in fixed-rate residential, adjustable-rate, and hybrid adjustable-rate residential mortgage-backed securities issued or guaranteed by U.S. Government-sponsored enterprises or the Government National Mortgage Association [4]. - The Company is externally managed and advised by ARMOUR Capital Management LP, which is registered with the SEC [4].