Armour Residential REIT, Inc. 8-K

What Happened
On January 28, 2026, ARMOUR Residential REIT, Inc. filed an 8-K to announce Amendment No. 7 to its Equity Sales Agreement (the “Amended Sales Agreement”). The amendment increases the number of common shares available for sale in its at-the-market (ATM) program by 15,000,000 shares, removes Janney as a sales agent and adds Huntington Securities, Inc. The company filed a related ATM prospectus supplement with the SEC the same day.

Key Details

• Amendment No. 7 effective January 28, 2026; prospectus supplement filed Jan. 28, 2026.
• ATM increase: 15,000,000 new shares added.
• Total shares available under the Amended Sales Agreement: up to 23,244,198 shares (this includes 8,244,198 shares that remained unsold under prior amendments plus the new 15,000,000).
• Sales agents now include BUCKLER (an affiliate), B. Riley Securities, BTIG, Citizens JMP, JonesTrading, Ladenburg Thalmann, StockBlock and Huntington.
• Legal opinion on the validity of the shares (Holland & Knight LLP) was filed as Exhibit 5.1.

Why It Matters
This amendment gives ARMOUR a larger capacity to raise capital quickly by selling shares into the open market at prevailing prices. If the company issues shares under the ATM, existing shareholders could experience dilution. The filing does not specify planned use of proceeds; sales will occur only if and when ARMOUR chooses to sell shares under the Amended Sales Agreement.