JonesTrading Has Lowered Expectations for ARMOUR Residential REIT (NYSE:ARR) Stock Price

ARMOUR Residential REIT (NYSE:ARR) had its price target lowered by JonesTrading from $20.50 to $20.00 in a research note issued on Friday,Benzinga reports. The brokerage presently has a “buy” rating on the real estate investment trust’s stock. JonesTrading’s target price would suggest a potential upside of 11.83% from the company’s current price.

ARR has been the subject of several other reports. Weiss Ratings reiterated a “sell (d)” rating on shares of ARMOUR Residential REIT in a research note on Wednesday, January 21st. Zacks Research raised shares of ARMOUR Residential REIT from a “strong sell” rating to a “hold” rating in a report on Friday, January 16th. Finally, Compass Point assumed coverage on shares of ARMOUR Residential REIT in a research report on Monday, December 15th. They set a “buy” rating and a $18.50 target price for the company. Three analysts have rated the stock with a Buy rating, one has given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat, ARMOUR Residential REIT currently has a consensus rating of “Hold” and an average price target of $18.17.

ARMOUR Residential REIT Stock Up 1.3%

Shares of ARR opened at $17.89 on Friday. The company has a 50-day moving average price of $17.93 and a two-hundred day moving average price of $16.58. The stock has a market cap of $2.14 billion, a price-to-earnings ratio of 6.55 and a beta of 1.46. ARMOUR Residential REIT has a 12 month low of $13.18 and a 12 month high of $19.31.

ARMOUR Residential REIT (NYSE:ARR) last released its quarterly earnings data on Wednesday, February 18th. The real estate investment trust reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.74 by ($0.03). The company had revenue of $236.50 million during the quarter, compared to the consensus estimate of $62.34 million. ARMOUR Residential REIT had a net margin of 40.31% and a return on equity of 15.30%. Equities research analysts expect that ARMOUR Residential REIT will post 3.8 EPS for the current fiscal year.

Insiders Place Their Bets

In other ARMOUR Residential REIT news, Director Robert C. Hain sold 6,833 shares of the business’s stock in a transaction dated Tuesday, January 6th. The shares were sold at an average price of $18.06, for a total value of $123,403.98. Following the completion of the transaction, the director directly owned 1,010 shares of the company’s stock, valued at approximately $18,240.60. The trade was a 87.12% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.35% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently bought and sold shares of the company. Quarry LP lifted its stake in shares of ARMOUR Residential REIT by 620.6% during the third quarter. Quarry LP now owns 1,823 shares of the real estate investment trust’s stock valued at $27,000 after acquiring an additional 1,570 shares during the period. GAMMA Investing LLC raised its holdings in ARMOUR Residential REIT by 217.5% during the 4th quarter. GAMMA Investing LLC now owns 1,721 shares of the real estate investment trust’s stock worth $30,000 after purchasing an additional 1,179 shares during the last quarter. Signaturefd LLC lifted its position in ARMOUR Residential REIT by 210.9% during the 4th quarter. Signaturefd LLC now owns 1,766 shares of the real estate investment trust’s stock valued at $31,000 after purchasing an additional 1,198 shares during the period. Allworth Financial LP boosted its stake in shares of ARMOUR Residential REIT by 40.7% in the 4th quarter. Allworth Financial LP now owns 2,369 shares of the real estate investment trust’s stock valued at $42,000 after purchasing an additional 685 shares during the last quarter. Finally, Danske Bank A S acquired a new stake in shares of ARMOUR Residential REIT during the 3rd quarter worth approximately $42,000. 54.17% of the stock is currently owned by institutional investors.

Key Stories Impacting ARMOUR Residential REIT

Here are the key news stories impacting ARMOUR Residential REIT this week:

• Positive Sentiment: Management reported a strong quarter with a 10.63% total economic return driven by MBS spread tightening, lower MBS volatility and a friendlier interest-rate backdrop — a clear driver of improved asset returns. ARMOUR REIT (ARR) Q4 2025 Earnings Call Transcript
• Positive Sentiment: The firm swung to full‑year 2025 net income of $322.7M (from a prior-year loss) and expanded its mortgage‑backed securities portfolio ~60% while maintaining the monthly dividend of $0.24 — signals of scale and restored profitability that support dividend sustainability. Return To Profitability And 60% Portfolio Growth Might Change The Case For Investing In ARMOUR Residential REIT (ARR)
• Neutral Sentiment: Stonegate Capital Partners updated coverage highlighting stronger interest income and higher EPS for the quarter — an informational coverage note that reinforces recent results but did not change a clear bullish/bearish stance. Stonegate Capital Partners Updates Coverage on Armour Residential REIT, Inc. (ARR) 2025 Q4
• Neutral Sentiment: JonesTrading trimmed its price target from $20.50 to $20.00 but kept a buy rating — a modest reduction in upside that still signals analyst confidence in ARR’s outlook. JonesTrading Lowers Price Target on ARR
• Negative Sentiment: Distributable earnings per share of $0.71 missed the consensus of $0.74, and some outlets flagged the quarter as lagging estimates on that metric — a near-term negative for income-focused investors. Armour Residential REIT (ARR) Lags Q4 Earnings Estimates
• Negative Sentiment: Zacks added ARR to its Rank #5 (Strong Sell) list, which can pressure sentiment and prompt short-term selling by quantitative/algorithmic funds that follow the Zacks ranking. New Strong Sell Stocks for February 20th

About ARMOUR Residential REIT

ARMOUR Residential REIT (NYSE:ARR) is a mortgage real estate investment trust that was formed in 2008 to acquire and manage a portfolio of residential mortgage-backed securities (RMBS). The company’s investments are primarily agency-sponsored and agency-guaranteed RMBS issued by U.S. government-sponsored enterprises, along with credit risk transfer securities and select non-agency residential and multifamily RMBS. By focusing on high-quality mortgage assets, ARMOUR Residential REIT seeks to generate stable income and preserve capital through diversified exposure to the U.S.