JonesTrading Reiterates Hold on ARMOUR Residential REIT, Analysts Remain Optimistic

JonesTrading analyst Jason Weaver reiterated a Hold rating on ARMOUR Residential REIT (ARR). The company's shares opened at $16.49. Weaver has a 40.30% success rate and a -7.7% average return. The analyst consensus is Hold, with a price target consensus of $17.00, a 3.12% upside from current levels.

Armour Residential REIT (ARR) reported its Q2 2025 earnings on July 24, 2025. The company's shares opened at $16.49 on July 2, 2025, following the earnings release. The earnings call was led by CEO Scott Jeffrey Ulm, CFO Gordon Mackay Harper, and Co-CIOs Sergey Losyev and Desmond Macauley.

The company reported earnings of $0.77 per share, missing the Zacks Consensus Estimate of $0.81 per share. This compares to earnings of $1.08 per share a year ago. The quarterly report represents an earnings surprise of -4.94% [3].

Analysts from various firms, including JonesTrading, UBS, BTIG, and Janney Montgomery Scott, provided their insights following the earnings call. JonesTrading analyst Jason Weaver reiterated a Hold rating on ARR, with a price target of $21.00, representing a 3.12% upside from current levels. Weaver has a 40.30% success rate and a -7.7% average return [2].

The consensus among analysts is Hold, with a price target consensus of $17.00. The company's revenue for the quarter ended June 2025 was $33.11 million, missing the Zacks Consensus Estimate by 18.3% [3].

The Zacks Rank for ARR is #3 (Hold), indicating that the shares are expected to perform in line with the market in the near future. The current consensus EPS estimate for the coming quarter is $0.86 on $48.87 million in revenues, and for the current fiscal year, it is $3.37 on $175.57 million in revenues [3].

Investors should keep an eye on future earnings expectations and industry performance to gauge ARR's potential for growth. The REIT and Equity Trust industry is currently in the top 26% of Zacks-ranked industries, indicating a positive outlook for the sector [3].

References:
[1] https://seekingalpha.com/article/4804442-armour-residential-reit-arr-q2-2025-earnings-call-transcript?source=affiliate_program:stockanalysis.com&utm_medium=affiliate&utm_source=stockanalysis.com&affid=858&oid=16&transaction=3aaaf60bac6f479d843ba3408e0163d6
[2] https://www.nasdaq.com/articles/new-analyst-forecast-nly-given-210-price-target
[3] https://www.nasdaq.com/articles/armour-residential-reit-arr-q2-earnings-and-revenues-miss-estimates