AOMR · Angel Oak Mortgage REIT, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 4, 2026TL;DR. AOMR reported Q2 2026 GAAP net income of $3.4MM and Distributable Earnings of $9.0MM, with net interest income up 8% year-over-year to $10.7MM, while book value declined on unrealized mark-to-market losses. Management monetized legacy retained bonds, repurchased $15MM of stock, and secured a 35 bps warehouse spread reduction to bolster the return profile.
- + Net interest income grew 8% year-over-year in Q2 and 14% year-to-date
- + Distributable Earnings more than tripled year-over-year to $9.0MM
- + Strategic actions taken to strengthen returns, including $15MM accretive share repurchase, 35 bps warehouse spread reduction, and redeployment of retained bond proceeds into higher-yielding loans
- + Recourse debt-to-equity ratio fell to approximately 1.0x post-securitizations, well below the 2.5x ceiling target
- − GAAP book value per share declined 1.7% quarter-over-quarter and economic book value declined 0.3% on unrealized valuation headwinds
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Technicals
trend & momentum for long-term holders Strong SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
REIT - Mortgage — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
AOMR
this stock
Angel Oak Mortgage REIT, Inc.
|
$173.76M | -15.2% | — | 10.1 | 3.1% |
|
NLY
Annaly Capital Management Inc
|
$15.53B | -16.4% | — | 5.6 | 2.4% |
|
AGNC
AGNC Investment Corp.
|
$11.30B | -16.5% | — | 5.4 | 9.2% |
|
STWD
Starwood Property Trust, Inc.
|
$5.32B | -25.0% | -5.3% | — | 5.2% |
|
RITM
Rithm Capital Corp.
|
$5.10B | -18.1% | -6.7% | 15.2 | 5.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| AOMR | -3.7% | -11.0% | -15.2% | -12.1% | -15.2% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -3.0% | -11.1% | -27.4% | -11.5% | -27.1% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.