Angel Oak Mortgage REIT, Inc. 9 (AOMN)

Angel Oak Mortgage (AOMR) reported Q1 earnings of $0.18 per share, missing the Zacks Consensus Estimate of $0.30 per share, representing a 40% surprise. The company's revenues of $40.69 million also fell short of estimates by 2.18%. Despite the miss, Angel Oak shares have increased by 4.9% year-to-date, slightly underperforming the S&P 500.

Angel Oak Mortgage REIT (NYSE: AOMD) reported an insider transaction where CFO & Treasurer Filson Brandon acquired 82,024 shares of common stock at a price of $0.00 per share, resulting in a neutral filing impact and sentiment. This transaction, filed on August 18, 2026, increases Filson Brandon's total direct holdings to 172,815 shares, including unvested restricted stock with various vesting schedules.

Angel Oak Mortgage REIT (AOMR) reported its Q2 2026 earnings, highlighting a GAAP net income of $3.4 million and distributable earnings of $9 million, driven by increased net interest income and strategic capital management. The company focused on disciplined loan acquisitions, completing a $15 million share repurchase and negotiating a reduction in warehouse financing costs, while also executing two securitizations post-quarter to reduce recourse leverage. Management expressed confidence in its platform's ability to navigate market conditions through differentiated origination, securitization experience, and credit discipline, targeting consistent earnings and long-term shareholder value.

Angel Oak Mortgage REIT (AOMR) reported its Q2 2026 earnings, showcasing a GAAP net income of $3.4 million and distributable earnings of $9 million, driven by increased net interest income despite unrealized mark-to-market losses. The company highlighted strategic actions including a $15 million share repurchase, reduced warehouse financing costs, and the successful execution of two securitizations post-quarter-end to strengthen its balance sheet and improve long-term returns. Management emphasized a disciplined approach to loan acquisitions, focusing on high-credit-quality non-QM assets and selective HELOCs, while maintaining a target of approximately one securitization per quarter.

Wall Street Zen has upgraded Angel Oak Mortgage REIT (NYSE:AOMR) from a "sell" to a "hold" rating, though other analysts' ratings result in a consensus "Moderate Buy" with an average price target of $10.06. AOMR shares opened higher at $9.02, and the company recently reported quarterly EPS of $0.18 and negative revenue of $2.20 million, both missing analyst expectations. Institutional investors and hedge funds own a significant 80.15% of the company's shares.