Armour REIT - 19,4% Dividende

Q2 2015 Highlights and Financial Information
• Q2 2015 Core Income, including drop income (as defined below), of $47.7 million, or $0.12 per Common share, which represents an 11.51% return on stockholders' equity at the beginning of the quarter and exceeds dividends paid in the quarter.
• Estimated taxable Real Estate Investment Trust ("REIT") income of approximately $38.4 million.
• Q2 2015 Generally Accepted Accounting Principles ("GAAP") net income of approximately $198.0 million or $0.55 per Common share.
• Stockholders' equity as of June 30, 2015, was approximately $1.59 billion or $3.96 per Common share
• June 30, 2015 "leverage" (debt to stockholders' equity) was 8.46 to 1 (9.05 to 1, including ("to-be-determined") TBA Agency Securities purchased forward and excluding debt related to forward settling sales)
• Liquidity as of June 30, 2015, consisting of cash and unpledged securities, of approximately $885.0 million, or 55.77% of stockholders' equity.
• Q2 2015 average yield on assets of 2.60% and average net interest margin of 1.36%.
• Q2 2015 annualized average principal repayment rate (CPR) of 8.11%.
• Commencing August 3, 2015, with the effectiveness of the previously announced Reverse Stock Split, a total of 9 million Common shares will be authorized for repurchase under the program, which represents an approximately 71% increase compared to today's remaining authorization.
• Stock outstanding as of June 30, 2015:  
Common - 350,271,160 shares (approximately 43,750,000 after Reverse Stock Split)
Series A Cumulative Redeemable Preferred Stock ("Series A Preferred Stock") - 2,180,572 shares
Series B Cumulative Redeemable Preferred Stock ("Series B Preferred Stock") - 5,650,000 shares
• Q2 2015 weighted average diluted Common shares were 352,175,000.
• On July 7, 2015, ARMOUR's wholly owned insurance subsidiary, SABRE Business Insurance LLC, became a member of the Federal Home Loan Bank of Des Moines.
• Additional updated information on the Company's investment, financing and hedge positions can be found in ARMOUR Residential REIT, Inc.'s most recent "Company Update." ARMOUR posts unaudited and unreviewed Company Updates each month on www.armourreit.com.
 

ARMOUR Residential REIT, Inc. Announces Expected October 2015 Dividend Rate Per Common Share
Company Release - 09/25/2015 06:00

VERO BEACH, Fla., Sept. 25, 2015 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR, ARR PrA and ARR PrB) ("ARMOUR" or the "Company") today announced the October 2015 expected cash dividend rate for the Company's Common Stock.

October 2015 Common Stock Dividend Information
 
Month Dividend Holder of Record Date Payment Date
October 2015 $0.33 October 15, 2015 October 27, 2015
 

Wieso nur für Oktober?
Bisher haben Sie sich gerühmt das ganze Quartal anzukündigen.
Evtl. wegen der Zinserhöhung? Kürzung?
Wir werden sehen.
Bei Kritikern kommt ARR nicht gut an, wenn ich aber die Investoren betrachte, kaufen diese nach.
Bin selber unentschlossen ARR auszubauen oder einen Mitbewerber zu nehmen.
 

ARMOUR Residential REIT, Inc. Confirms October 2015 Dividend Rate Per Common Share and Q4 Monthly Dividend Rates Per Preferred Share
Company Release - 10/02/2015 06:45

VERO BEACH, Fla., Oct. 2, 2015 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR, ARR PrA and ARR PrB) ("ARMOUR" or the "Company") today confirmed the October 2015 cash dividend rate for the Company's Common Stock and the monthly cash dividend rates for the Company's Series A and Series B Preferred Stock.

October 2015 Common Stock Dividend Information
Month           Dividend Holder of Record Date     Payment Date
October 2015 $0.33         October 15,  2015    October 27, 2015
 

ARMOUR Residential REIT, Inc. Announces November 2015 Dividend Rate Per Common Share
Company Release - 10/26/2015 06:45

VERO BEACH, Fla., Oct. 26, 2015 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR, ARR PrA and ARR PrB) ("ARMOUR" or the "Company") today announced the November 2015 cash dividend rate for the Company's Common Stock.

November 2015 Common Stock Dividend Information

Month               Dividend  Holder of Record       Date Payment Date
November 2015 $0.33      November 16, 2015   November 27, 2015
 

lohnt sich der Versuch zur Rückholung oder stehen Aufwand bzw.eventuelle Nachbelastung in keinem guten Verhältnis ? Wenn muss ich das machen, denn mein Berater wunderte sich über den Kauf.  

Hier läuft doch dieses Abkommen mit den USA.
Ich musste bei der Bank nur so nen Schein ausfüllen, dann wird die US Steuer gegengerechnet.
Kommt auf fast die gleiche Besteuerung wie bei deutschen Aktien, also so 25% +-
 

Hier wird bei Div. Zahlung zuerst die US- Quellensteuer abgezogen und dann der Rest mit 25% + Soli versteuert.  

ARMOUR Residential REIT, Inc. Reports Q3 2015 Core Income of $52.4 Million
Company Release - 11/06/2015 16:40

VERO BEACH, Florida, Nov. 6, 2015 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR, ARR PrA, and ARR PrB) ("ARMOUR" or the "Company") today announced financial results for the quarter ended September 30, 2015.

Q3 2015 Highlights and Financial Information
• Previously reported one-for-eight reverse stock split (the "Reverse Stock Split") of ARMOUR's outstanding shares of Common stock was effective July 31, 2015
 
• Q3 2015 key results: ◦ $52.4 million ($1.11 per Common share) Core Income including drop income (as defined below)
◦ 13.22% Core Income return on stockholders' equity at the beginning of the quarter
◦ $0.98 per share Common dividends for Q3
◦ $38.0 million ($0.78 per Common share) estimated taxable Real Estate Investment Trust ("REIT") income
◦ $(221.6) million [$(5.18) per Common share] net loss under Generally Accepted Accounting Principles ("GAAP") reflecting $(266.1) million net unrealized loss primarily on interest rate hedges driven by declines in swap yields
◦ 2.56% average yield on assets and 1.44% average net interest margin
◦ 9.23% annualized average principal repayment rate (CPR)
◦ 1,755,618 Common shares repurchased, net
◦ 43,561,000 approximately weighted average diluted Common shares
 
• At September 30, 2015: ◦ $1.42 billion ($29.05 per Common share) stockholders' equity, including accretive effect of $0.37 per Common share from Q3 share repurchases
◦ 8.87 to 1 "leverage" (debt to stockholders' equity)
◦ $682.9 million (48.11% of stockholders' equity) liquidity in cash and unpledged securities
◦ Stock outstanding: ◾ 42,028,278 shares Common Stock
◾ 2,180,572 shares Series A Cumulative Redeemable Preferred Stock
◾ 5,650,000 shares Series B Cumulative Redeemable Preferred Stock
 
• 2,190,000 approximately additional Common shares repurchased net in October 2015, leaving repurchase authorization of 5,041,067 Common shares at November 5, 2015
• 39,838,120 Common shares outstanding at November 5, 2015
• $0.33 monthly dividend per Common share maintained for Q4, as previously announced
• On July 7, 2015, ARMOUR's wholly-owned insurance subsidiary, SABRE Business Insurance LLC, became a member of the Federal Home Loan Bank of Des Moines, as previously reported
• Additional updated information on the Company's investment, financing and hedge positions can be found in ARMOUR Residential REIT, Inc.'s most recent "Company Update." ARMOUR posts unaudited and unreviewed Company Updates each month on http://www.armourreit.com
 

ARMOUR Residential REIT, Inc. Announces January 2016 Dividend Rate Per Common
Share and Confirms Q1 2016 Monthly Dividend Rates Per Preferred Share

Company Release - 01/04/2016 06:00

VERO BEACH, Florida, Jan. 04, 2016 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR, ARR PrA and ARR PrB) (“ARMOUR” or the “Company”) today announced the January 2016 cash dividend rate for the Company’s Common Stock and confirmed the Q1 2016 monthly cash dividend rates for the Company’s Series A and Series B Preferred Stock.

January 2016 Common Stock Dividend Information
Month                Dividend      Holder of Record Date               Payment Date
January 2016     $ 0.33          January 15, 2016                     January 27, 2016  

ARMOUR Residential REIT, Inc. Announces 2015 Common Stock Repurchases of $160 Million
Buybacks Added Estimated $1.13 to Book Value Per Common Share and Reduced Common Share Count by 16.9%

Company Release - 01/07/2016 05:46

VERO BEACH, Florida, Jan. 07, 2016 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR, ARR PrA and ARR PrB) (“ARMOUR” or the “Company”) today announced that the Company made share repurchases totaling approximately $160 million in 2015 under its previously announced Common stock repurchase program. Total Common shares repurchased for the year exceeded 7.5 million. Common shares outstanding at December 31, 2015 were approximately 36,682,000, representing a 16.9% net reduction in Common shares outstanding compared to December 31, 2014. Over 1,881,000 Common shares remain available for future repurchase under ARMOUR’s current Common stock repurchase program.
The stock buyback cost to ARMOUR was $21.25 per Common share on average, resulting in an estimated accretive effect on Stockholders’ equity per Common share of approximately $1.13 as of December 31, 2015.  

ARMOUR Residential REIT, Inc. Announces February 2016 Dividend Rate Per Common Share
Company Release - 01/28/2016 05:55

VERO BEACH, Florida, Jan. 28, 2016 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR, ARR PrA and ARR PrB) (“ARMOUR” or the “Company”) today announced the February 2016 cash dividend rate for the Company’s
Common Stock.

February 2016 Common Stock Dividend Information

Month                Dividend        Holder of Record Date          Payment Date
February 2016    $ 0.33           February 15, 2016                February 26, 2016
 

http://www.streetinsider.com/Analyst+PT+Change/...eight/11263817.html  

ob die Bewertung steigt oder fällt ist doch eher zweitrangig oder ?  

Jein.
Wenn du in den Markt investierst, wärst du wo anders halt "besser" dran.
Aber ich geb ned viel auf solche Bewertungen. Bin long.
Mal sehen was die Q4 Zahlen sprechen werden.
Leider haben einige Investoren Ihre Anteile reduziert, könnte sich aber aktuell wieder ändern, bei beruhigender Lage
 

Q4 Zahlen schauen doch mal wieder viel besser aus!
http://www.armourreit.com/CorporateProfile.aspx?iid=4238544

Assed Yield und net interest margin gesteigert, weiter so
"2.71% average yield on assets and 1.58% average net interest margin"

 

http://www.armourreit.com/file.aspx?IID=4238544&FID=33184814  

ARMOUR Residential REIT, Inc. Announces April 2016 Dividend Rate Per Common Share and Confirms Q2 2016 Monthly Dividend Rates Per Preferred Share

Company Release - 04/04/2016 05:55

VERO BEACH, Florida, April 04, 2016 (GLOBE NEWSWIRE) -- ARMOUR Residential REIT, Inc. (NYSE: ARR, ARR PrA and ARR PrB) (“ARMOUR” or the “Company”) today announced the April 2016 cash dividend rate of $0.27 per share for the Company’s Common Stock. The reduction from the previous $0.33 per share monthly dividend rate is consistent with management’s comments on the Company’s February 19, 2016, earnings conference call. A replay of the earnings conference call is available on ARMOUR’s website at http://www.armourreit.com for one year from the date of the earnings conference call. The Company also confirmed the Q2 2016 monthly cash dividend rates for the Company’s Series A and Series B Preferred Stock.


April 2016 Common Stock Dividend Information

Month         Dividend    Holder of Record Date   Payment Date
April 2016   $ 0.27       April 15, 2016               April 27, 2016
 

auch mal dabei  

wann wird die Divi aufs Konto übertragen?
ist noch nicht da
war ja am 13.  

http://www.armourreit.com/divs.aspx?iid=4238544

also erfahrungsgemäß dauert es dann noch 3-5 Tage nach dem payment date in USA eh dass auf dem Konto hier landet. Ich bin bei der DiBa, da habe ich es meist zum ersten des neuen Monats drauf. Bezieht sich aber auch andere Aktien, bin hier noch nicht investiert.  

gibts hier long investierte, die schon lang dabei sind und kurz ihre Erfahrung / empfehlung zu der aktie geben können?

ich mein zweistellige dividenden locken ja immer, aber hier seh ich auch immer eine gefahr. Wie viel QuSt fällt auf die USA ab. Bei Reits und LPs etc ist das ja immer unterschiedlich - hatte hier schon MLPs mit 39,6% US-QuSt.

Vom Chart her sieht es ja so aus,  als wäre das schlimmste überstanden fürs erste. Aber die erst DivKürzung stand ja jetzt grad an, auch nicht immer das gute zeichen in meinen Augen ;)

Anmerkungen von eurer Seite?  

Also die Dividende wird am "Pay Day" überwiesen.
Das es USA ist, kommt es meist einen Tag später aufs Konto (von Bank zu Bank unterschiedlich, bei Diba eher als Spk)

siehe hier
http://www.armourreit.com/CorporateProfile.aspx?iid=4238544

@ 97
ich hab die Aktie schon länger und ja bin long.

Meine persönliche Meinung ist, dass man aktuell noch schöne Einstiegskurse hat, wie bei vielen Reits.
ARR hat ja Javelin gekauft, also ist noch etwas potential nach oben vorhanden.
Ist ja auch noch bei 85% vom Buchwert.

Da die Steuer angerechnet wird, kommt du fast exakt wie bei den normalen Kapitalertragssteuer raus.

Was man nicht unterschätzen darf, ist noch das das Wechselkursrisiko. Wenn der Euro mal wieder steigen sollte (in so 2-3 Jahren) mildert das deine Dividende und deinen Wert.

Die Dividendenkürzung war glaub ich mit dem Kauf begründet, habs aber nicht mehr genau auf dem Schirm.

Wenn du 5+ Jahre zeit hast und nicht auf das Geld angewiesen bist, ist es sicher interessant.

 

danke für deine Einschätzung. Dann werd ich mich nochmal durch die Firmenupdates schlängeln, wenn der Javelin Kauf sogar als Begründung für die Kürzung steht, dann sinkt meine Skepsis deutlich ;)  

Aber ohne Gewähr.

Wirf davor noch einen Blick auf ORC (hatten gestern nen massiven Abverkauf -10%) auch übertrieben und dann wäre dann NYMT.

(Ja bin dort auch investiert)

So schönes Wochenende :)