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ARMOUR Residential REIT Inc (ARR) (Q3 2026) Earnings Call Highlights: Book Value Slides 17% as ...
A GuruFocus recap published by Yahoo Finance highlights a sharp third-quarter 2026 decline at ARMOUR Residential REIT. Book value ended September at $14.55 per common share, down 17% from June, and total economic return was negative 12.9%. The company reported a $327 million GAAP loss attributable to common shareholders.
Separately, non-GAAP distributable earnings were $0.71 per common share, versus $0.72 in common dividends during the quarter. The recap also reports about $1.02 billion of available liquidity. Management remained constructive on agency mortgage securities, while warning that inflation, interest-rate uncertainty and mortgage-spread volatility could delay recovery.
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