ARMOUR Residential REIT, Inc. vs H2O America — how do they compare? ARMOUR Residential REIT, Inc. trades at $16.7 (market cap $2.07B), while H2O America trades at $62.03 (market cap $2.61B). The key difference: H2O America is the larger of the two by market cap, and ARMOUR Residential REIT, Inc. pays the higher dividend (17.28%). Which is the better fit depends on your goals.
| ARR | HTO | |
|---|---|---|
Market Cap | $2.07B | $2.61B |
Sector | Financials | Technology |
52-Week High | $19.12 | $65.43 |
52-Week Low | $14.05 | $44.44 |
Dividend Yield | 17.28% | 2.83% |
Enterprise Value | — | $4.40B |
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HTO trades at $62.66, up 1.42% with a bullish technical signal supported by moving averages. The company reported mixed earnings with Q2 2026 EPS beating expectations at $0.72 versus $0.699, but Q4 2025 missed. Fundamentals show strong gross margins at 56.91% and revenue growth to $829M projected for 2026. Recent news highlights institutional acquisitions and transformative Texas water utility expansion via the Quadvest deal.
Outlook remains positive with analyst consensus Buy rating (83%) and $69.50 price target offering ~11% upside. Key risks include execution challenges from acquisitions and EPS dilution from recent equity issuance. The dividend yield appears sustainable given cash flow trends, supporting income investors amid steady utility growth prospects.
Trailing returns across standard periods
Latest headlines on both assets
ARMOUR Residential REIT Inc is a real estate investment trust that invests in residential mortgage-backed securities or RMBS. These are issued or guaranteed by U.S.-government-sponsored enterprises, such as Fannie Mae, Freddie Mac, or Ginnie Mae. The company's investment portfolio is composed of mortgage-backed securities, adjustable-rate mortgage securities, and multifamily mortgage-backed securities. In terms of total fair value, most Armour's investments are long-term, fixed-rate agency RMBS. Multifamily RMBS also represents a substantial amount. Fannie Mae guarantees most of the company's holdings. Armour derives substantially all its revenue as interest income from its investments.
Read more on ARR →H2O America is a utility company that provides essential water and wastewater services, primarily in the United States. The company operates a network of regulated water and wastewater systems, focusing on responsible resource management and high-quality service delivery. HTO aims to expand its operational footprint through acquisitions and internal growth, serving residential, commercial, and industrial customers.
Read more on HTO →