−22% from the high · +0.51% from the low
No listed options on ARR
Profit $114.8M in the Jun 2026 quarter, consolidated.
| Quarter | Revenue $ | Revenue YoY | Profit $ | Profit YoY | EPS $ | Market on the day |
|---|---|---|---|---|---|---|
| Jun 2026filed Jul 22 | — | — | $114.8M | — | 0.86 | ▼ −1.5%S&P 500 −1.2% · −0.3 pp |
| Mar 2026filed Apr 22 | — | — | −$54.9M | ▼ −300% | -0.49 | ▼ −0.3%S&P 500 −0.4% · 0.0 pp |
| Dec 2025filed Feb 18 | — | — | $211.7M | — | 2.43 | —not reached |
| Sep 2025filed Oct 22 | — | — | $159.3M | ▲ +140% | 1.49 | —not reached |
| Jun 2025filed Jul 22 | — | — | −$75.6M | — | -0.94 | ▼ −1.5%S&P 500 −1.2% · −0.3 pp |
| Mar 2025filed Apr 22 | — | — | $27.3M | ▲ +88% | 0.32 | ▼ −0.3%S&P 500 −0.4% · 0.0 pp |
| Dec 2024filed Feb 12 | — | — | −$46.4M | ▼ −150% | -0.91 | —not reached |
| Sep 2024filed Oct 22 | — | — | $65.9M | — | 1.21 | —not reached |
| Year | Revenue $ | Revenue YoY | Profit $ | Profit YoY | EPS $ |
|---|---|---|---|---|---|
| FY25to Dec 2025 | — | — | $322.7M | — | 3.30 |
| FY24to Dec 2024 | — | — | −$14.4M | — | -0.51 |
| FY23to Dec 2023 | — | — | −$67.9M | — | -1.86 |
| FY22to Dec 2022 | — | — | −$229.9M | ▼ −1,600% | -10.25 |
| FY21to Dec 2021 | — | — | $15.4M | — | 0.24 |
ARR trades at 3.2 times trailing earnings against 13 for its industry, 0.76 times book value, a 10% dividend yield, market cap $1.96B.
| Stock | Market cap | P/E | P/B | Close $ |
|---|---|---|---|---|
| WELLWelltower Inc. | $162.53Bon Sep 30 | 110consolidated | 3.7 | $230.24 |
| OHIOmega Healthcare Investors Inc. | $14.03Bon Sep 30 | 16consolidated | 2.6 | $46.31 |
| ARRARMOUR Residential REIT, Inc. | $1.96Bon Sep 30 | 3.2consolidated | 0.76 | $13.83 |
| UMHUMH Properties, Inc. | $1.31Bon Sep 30 | 130consolidated | 1.5 | $15.40 |
| BFSSaul Centers, Inc. | $743.5Mon Sep 30 | 31consolidated | 2.5 | $30.08 |
| CTOCTO Realty Growth, Inc. | $692.2Mon Sep 30 | 100consolidated | 1.2 | $20.49 |
| RWTRedwood Trust, Inc. | $487.4Mon Sep 30 | — | 0.52 | $3.88 |
| AIVApartment Investment and Management Company | $284.8Mon Sep 30 | — | 0.79 | $1.98 |
| CLPRClipper Realty Inc. Common Stock | $50.9Mon Sep 30 | — | — | $3.15 |
| MKZRMacKenzie Realty Capital, Inc. Common Stock | $3.6Mon Sep 30 | — | 0.08 | $1.31 |
13F managers hold 110% of shares, BlackRock, Inc. the largest at 28%, VANGUARD PORTFOLIO MANAGEMENT LLC 10% and VANGUARD CAPITAL MANAGEMENT LLC 7.9%, as filed for the quarter to Jun 2026.
| Manager | Shares | Of outstanding | Value | Change on quarter |
|---|---|---|---|---|
| BlackRock, Inc. | 39.9M | 28% | $697.1M | +5.32M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14.2M | 10% | $248.1M | +877K |
| VANGUARD CAPITAL MANAGEMENT LLC | 11.2M | 7.9% | $195.2M | +735K |
| STATE STREET CORP | 9.49M | 6.7% | $165.6M | +1.24M |
| GEODE CAPITAL MANAGEMENT, LLC | 6.44M | 4.5% | $112.4M | +996K |
| MORGAN STANLEY | 5.51M | 3.9% | $96.1M | +3.11M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 5M | 3.5% | $87.3M | +1.85M |
| D. E. Shaw & Co., Inc. | 4.4M | 3.1% | $76.8M | +228K |
| JUPITER ASSET MANAGEMENT LTD | 4.3M | 3.0% | $75.1M | +1.84M |
| Invesco Ltd. | 4.01M | 2.8% | $70.0M | +415K |
No open-market insider buying or selling in the last 90 days.
| Insider | Trade | Shares | Price | Held after |
|---|---|---|---|---|
| STATON DANIEL CDirector,Officer | exercised · May 21, 2026 | 480 | $0.00 | 33,203 |
| STATON DANIEL CDirector,Officer | exercised · May 21, 2026 | 1,900 | $0.00 | 32,723 |
| BELL MARC HDirector | exercised · May 21, 2026 | 1,900 | $0.00 | 28,301 |
| BELL MARC HDirector | exercised · May 21, 2026 | 480 | $0.00 | 28,781 |
| PAPERIN STEWART JDirector | exercised · May 21, 2026 | 1,900 | $0.00 | 11,250 |
| HOLLIHAN JOHN P IIIDirector | exercised · May 21, 2026 | 1,900 | $0.00 | 21,001 |
| HOLLIHAN JOHN P IIIDirector | withheld for tax · May 21, 2026 | 760 | $16.47 | 20,241 |
| Behar Z JamieDirector | exercised · May 21, 2026 | 1,900 | $0.00 | 15,444 |
| Hain Robert CDirector | withheld for tax · May 21, 2026 | 950 | $16.47 | 2,481 |
| Hain Robert CDirector | exercised · May 21, 2026 | 1,900 | $0.00 | 3,431 |
Nothing upcoming on record; the last was a dividend of $0.24 a share, ex-date Sep 15, 2026.
| Ex-date | Action | Amount or ratio | Record date |
|---|---|---|---|
| recent | |||
| Sep 15, 2026 | dividend | $0.24 | — |
| Aug 17, 2026 | dividend | $0.24 | — |
| Jul 15, 2026 | dividend | $0.24 | — |
| Jun 15, 2026 | dividend | $0.24 | — |
| May 15, 2026 | dividend | $0.24 | — |
| Apr 15, 2026 | dividend | $0.24 | — |
ARR is −14.2% over 20 sessions against the S&P 500's +0.1%, 22% below its 52-week high, realised volatility 22% annualised.
| Window | From $ | ARR % | S&P 500 % | Difference pp |
|---|---|---|---|---|
| 120 sessionssince Apr 9 | $17.56 | ▼ −21% | ▲ +12% | −33 |
| 60 sessionssince Jul 7 | $16.98 | ▼ −19% | ▲ +2.0% | −21 |
| 20 sessionssince Sep 1 | $16.12 | ▼ −14% | ▲ +0.11% | −14 |
| 5 sessionssince Sep 23 | $14.60 | ▼ −5.3% | ▼ −0.67% | −4.6 |
| 1 sessionsince Sep 29 | $14.01 | ▼ −1.3% | ▼ −0.21% | −1.1 |
Short sales were 61% of reported volume on Sep 30, 2026, against 57% over the last 25 sessions.
| Session | Short volume | Reported volume | Short share |
|---|---|---|---|
| Sep 30, 2026 | 962K | 1.59M | 60.6% |
| Sep 29, 2026 | 873K | 1.52M | 57.6% |
| Sep 28, 2026 | 1.03M | 1.77M | 58.4% |
| Sep 25, 2026 | 922K | 2.04M | 45.2% |
| Sep 24, 2026 | 987K | 2M | 49.3% |
| Sep 23, 2026 | 840K | 1.44M | 58.3% |
| Sep 22, 2026 | 576K | 1.04M | 55.4% |
| Sep 21, 2026 | 681K | 1.36M | 50.2% |
| Sep 18, 2026 | 895K | 1.49M | 60.1% |
| Sep 17, 2026 | 838K | 1.98M | 42.4% |
| Filed | Form | Report date |
|---|---|---|
| Sep 30, 2026 | 4 | Sep 29, 2026 |
| Sep 24, 2026 | 8-K | Sep 24, 2026 |
| Sep 11, 2026 | 8-K | Sep 11, 2026 |
| Sep 11, 2026 | 4 | Sep 10, 2026 |
| Sep 10, 2026 | 144 | — |
| Aug 27, 2026 | 8-K | Aug 27, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 25, 2026 | 4 | Aug 21, 2026 |
| Aug 14, 2026 | 8-K | Aug 14, 2026 |
| Jul 31, 2026 | SCHEDULE 13G | — |
| Jul 27, 2026 | SCHEDULE 13G/A | — |
| Jul 24, 2026 | 8-K | Jul 24, 2026 |
| Jul 24, 2026 | 424B5 | — |
| Jul 22, 2026 | 8-K | Jul 22, 2026 |
| Jul 22, 2026 | 10-Q | Jun 30, 2026 |
| Jul 22, 2026 | 8-K | Jul 22, 2026 |
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