Compass Point Launches Coverage on ARMOUR Residential (ARR) with Buy Call

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].