Business Context and Reporting Period
Company: Armour Residential REIT, Inc.
Filing Type: Form 8-K (Current Report)
Date of Report: January 28, 2026
Reporting Period: Event date January 28, 2026
The filing reports the entry into a material definitive agreement regarding the Company's equity sales program. No financial performance data for a specific reporting period is included in this document.
Key Financial Metrics
This filing does not contain revenue, profit, cash flow, margin, debt, or liquidity metrics. The document focuses exclusively on capital structure changes related to an "at-the-market" (ATM) equity offering program.
Material Changes
On January 28, 2026, the Company entered into Amendment No. 7 to its Equity Sales Agreement. Key changes include:
- Share Capacity Increase: The number of shares available for sale under the Sales Agreement was increased by 15,000,000.
- Total Available Shares: The Company may now issue and sell up to 23,244,198 shares of Common Stock under the amended agreement. This total comprises 8,244,198 previously unsold shares plus the new 15,000,000 share allocation.
- Sales Agent Changes: Janney Montgomery Scott LLC was removed as a sales agent. Huntington Securities, Inc. was added as a new sales agent.
- Remaining Agents: BUCKLER Securities LLC, B. Riley Securities, Inc., BTIG, LLC, Citizens JMP Securities LLC, JonesTrading Institutional Services LLC, Ladenburg Thalmann & Co. Inc., and StockBlock Securities LLC remain as agents.
Guidance, Outlook, and Risks
Management Commentary: The Company filed a prospectus supplement on January 28, 2026, to facilitate the sale of shares under the amended agreement. The filing includes a legal opinion regarding the validity of the shares to be issued.
Risks and Contingencies: The filing includes a standard forward-looking statements disclaimer. Actual results may vary due to market conditions, new laws, and regulations. The Company notes it is not obligated to update forward-looking statements except as required by law.
Investor Verification Checklist
- Verify the total number of shares remaining available for sale under the ATM program (23,244,198).
- Confirm the list of active sales agents, specifically noting the addition of Huntington Securities and the removal of Janney Montgomery Scott.
- Review the prospectus supplement filed on January 28, 2026, for specific terms of the offering.
- Check the Company's Form 10-K for the fiscal year ended December 31, 2024, for detailed risk factors referenced in the disclaimer.