Investment News News 23 September 2025

February 1, 2026, 4:00 AM EST. ARMOUR Residential REIT (ARR), focused on U.S. agency residential mortgage-backed securities, showed mixed share price returns with a 5.3% drop in the past week and a 6.5% gain over three months. The stock closed at $17.40, close to the $17 fair value estimate, indicating slight overvaluation. ARR benefits from REIT tax status, avoiding corporate taxes on qualifying income distributed to shareholders. Analysts cite Federal Reserve policies lowering funding costs and stabilizing earnings, supporting ARR's outlook despite past 5-year declines. Key risks include potential rate hikes and funding market stress that could pressure margins and book value. Evaluating ARR's future growth and valuation requires attention to evolving economic conditions and mortgage market trends.