AOMR Angel Oak Mortgage REIT, Inc. Common Stock
NYSE · Real Estate · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q May 5, 2026AOMR Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
AOMR Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
Bar granularity adapts to the selected period — hover the chart to see open/high/low/close for a bar.
10-Year Performance Revenue, net income, margins and EPS trends
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | AOMR | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/B (MRQ) | 0.7 | · | 0.6 | Overvalued |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Not enough fundamentals data to compute this ratio group yet.
Financial Health Debt, liquidity, solvency — balance sheet strength
Not enough fundamentals data to compute this ratio group yet.
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Not enough fundamentals data to compute this ratio group yet.
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Not enough fundamentals data to compute this ratio group yet.
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 21, 2026 | $0.32 | USD | ≈15.5% |
| May 22, 2026 | $0.32 | USD | ≈15.7% |
| Feb 20, 2026 | $0.32 | USD | ≈14.8% |
| Nov 18, 2025 | $0.32 | USD | ≈15.4% |
| Aug 22, 2025 | $0.32 | USD | ≈13.1% |
| May 22, 2025 | $0.32 | USD | ≈14.1% |
| Feb 21, 2025 | $0.32 | USD | ≈13.2% |
| Nov 19, 2024 | $0.32 | USD | ≈13.7% |
| Aug 22, 2024 | $0.32 | USD | ≈11.6% |
| May 21, 2024 | $0.32 | USD | ≈10.5% |
| Feb 21, 2024 | $0.32 | USD | ≈12.3% |
| Nov 21, 2023 | $0.32 | USD | ≈13.0% |
| Aug 21, 2023 | $0.32 | USD | ≈14.5% |
| May 19, 2023 | $0.32 | USD | ≈18.7% |
| Mar 21, 2023 | $0.32 | USD | ≈20.5% |
| Nov 21, 2022 | $0.32 | USD | ≈18.8% |
| Aug 19, 2022 | $0.45 | USD | ≈12.4% |
| May 20, 2022 | $0.45 | USD | ≈10.3% |
| Mar 21, 2022 | $0.45 | USD | ≈5.7% |
| Nov 19, 2021 | $0.36 | USD | ≈2.8% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Aug 11, 2026 | $0.37 | $0.33 | 10.5% |
| March 31, 2026 | May 13, 2026 | $0.19 | $0.31 | -39.5% |
| Dec. 31, 2025 | $0.29 | $0.29 | -1.3% | |
| Sept. 30, 2025 | $0.02 | $0.31 | -93.5% | |
| June 30, 2025 | $0.11 | $0.29 | -62.3% | |
| March 31, 2025 | $0.18 | $0.29 | -38.5% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
We don't have SEC filings for this ticker yet.
Income Statement
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Interest Income | $41M | $33M | |
| Pretax Income | $-7M | $21M | |
| Income Tax | $0 | $0 | |
| Net Income | $-7M | $21M | |
| EPS (Basic) | $-0.30 | $0.88 | |
| EPS (Diluted) | $-0.30 | $0.87 | |
| Shares (Basic) | 24,757,346 | 23,396,151 | |
| Shares (Diluted) | 24,757,346 | 23,644,598 | |
| EBITDA | $0 | · |
Balance Sheet
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Cash & Equivalents | $42M | · | |
| Total Assets | $2.81B | · | |
| Total Liabilities | $2.55B | · | |
| Long-term Debt | $2.42B | · | |
| Common Stock | $249.0K | · | |
| Paid-in Capital | $475M | · | |
| Retained Earnings | $-221M | · | |
| AOCI | $3M | · | |
| Stockholders' Equity | $257M | · | |
| Liabilities + Equity | $2.81B | · | |
| Shares Outstanding | 24,914,647 | · |
Cash Flow
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| D&A | $0 | $-38.0K | |
| Stock-based Comp | $423.0K | $237.0K | |
| Other Non-cash | $-137M | · | |
| Operating Cash Flow | $-144M | $-202M | |
| Investing Cash Flow | $403.0K | $-76M | |
| Dividends Paid | $8M | $8M | |
| Financing Cash Flow | $142M | $278M | |
| Net Change in Cash | $-2M | $577.0K |
Profitability
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Net Margin | -60.9% | · | |
| Pretax Margin | -60.9% | · | |
| EBITDA Margin | 0.00% | · | |
| ROA | -0.27% | · | |
| ROE | -2.9% | · |
Efficiency
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Asset Turnover | 0.0 | · |
Per Share
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Book Value / Share | $10.31 | · | |
| Revenue / Share | $0.49 | · | |
| Cash Flow / Share | $-5.80 | · | |
| Cash / Share | $1.68 | · | |
| Dividend / Share | $0.32 | $0.32 | |
| EPS (TTM) | $0.63 | $1.53 |
Valuation (TTM)
| Metric | Trend | Q1 2026 | Q1 2025 |
|---|---|---|---|
| Revenue TTM | $43M | $38M | |
| Net Income TTM | $16M | $36M | |
| Market Cap | $205M | · | |
| P/E | 13.0 | 6.2 | |
| P/S | 4.7 | 5.8 | |
| P/B | 0.8 | · | |
| P / Tangible Book | 0.8 | · | |
| P / Cash Flow | -1.4 | · | |
| Dividend Yield | 15.3% | 13.7% | |
| Earnings Yield | 7.7% | 16.1% | |
| Payout Ratio | -108.0% | · | |
| Annual Payout | $31M | $31M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Not enough fundamentals data to build this statement yet.
Not enough fundamentals data to build this statement yet.
Not enough fundamentals data to build this statement yet.
Institutional owners (13F) 86 filers · $158.4M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 11 (-6 vs prior Q) | 9 (-2 vs prior Q) | 44 (+18 vs prior Q) | 12 (-12 vs prior Q) | +3.0M |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| MORGAN STANLEY | $46,962,314 | 5,172,061 | 29.66% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $19,418,388 | 2,138,589 | 12.26% | Shares |
| Davidson Kempner Capital Management LP | $16,873,546 | 1,858,320 | 10.66% | Shares |
| BlackRock, Inc. | $12,210,460 | 1,344,764 | 7.71% | Shares |
| MASTERS CAPITAL MANAGEMENT LLC | $9,080,000 | 1,000,000 | 5.73% | Shares |
| VANGUARD GROUP INC | $8,167,523 | 948,609 | 5.16% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $8,029,299 | 884,284 | 5.07% | Shares |
| JACOBS ASSET MANAGEMENT, LLC | $4,036,832 | 444,585 | 2.55% | Shares |
| STATE STREET CORP | $3,917,357 | 431,427 | 2.47% | Shares |
| WOLVERINE ASSET MANAGEMENT LLC | $3,628,640 | 399,630 | 2.29% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $3,609,557 | 397,428 | 2.28% | Shares |
| WELLS FARGO & COMPANY/MN | $2,021,973 | 222,684 | 1.28% | Shares |
| RIVERBRIDGE PARTNERS LLC | $1,807,627 | 199,078 | 1.14% | Shares |
| JPMORGAN CHASE & CO | $1,652,768 | 184,255 | 1.04% | Shares |
| North Ground Capital | $1,492,471 | 164,369 | 0.94% | Shares |
| UBS Group AG | $1,369,418 | 150,817 | 0.86% | Shares |
| NORTHERN TRUST CORP | $1,324,818 | 145,905 | 0.84% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1,037,726 | 114,287 | 0.66% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $957,513 | 105,453 | 0.60% | Shares |
| DEBUSSY CAPITAL MANAGEMENT LP | $931,219 | 113,287 | 0.59% | Shares |
| GOLDMAN SACHS GROUP INC | $926,996 | 102,092 | 0.59% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $870,436 | 95,863 | 0.55% | Shares |
| AMERIPRISE FINANCIAL INC | $833,516 | 91,293 | 0.53% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $736,452 | 81,107 | 0.47% | Shares |
| STATE OF WISCONSIN INVESTMENT BOARD | $655,749 | 72,219 | 0.41% | Shares |
| Bank of New York Mellon Corp | $485,020 | 53,416 | 0.31% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $389,132 | 42,856 | 0.25% | Shares |
| Alpine Global Management, LLC | $386,835 | 42,603 | 0.24% | Shares |
| Odyssean, LLC | $379,462 | 41,791 | 0.24% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $370,439 | 40,797 | 0.23% | Shares |
| RHUMBLINE ADVISERS | $284,350 | 31,317 | 0.18% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $249,182 | 27,443 | 0.16% | Shares |
| Invesco Ltd. | $240,484 | 26,485 | 0.15% | Shares |
| State of Wyoming | $213,217 | 23,482 | 0.13% | Shares |
| ALLIANCEBERNSTEIN L.P. | $195,472 | 23,780 | 0.12% | Shares |
| STIFEL FINANCIAL CORP | $179,049 | 19,719 | 0.11% | Shares |
| Schonfeld Strategic Advisors LLC | $175,288 | 19,305 | 0.11% | Shares |
| Rappaport Reiches Capital Management, LLC | $170,787 | 17,921 | 0.11% | Shares |
| MARINER INVESTMENT GROUP LLC | $161,206 | 17,754 | 0.10% | Shares |
| Russell Investments Group, Ltd. | $159,193 | 17,532 | 0.10% | Shares |
| SANDERS MORRIS HARRIS LLC | $145,280 | 16,000 | 0.09% | Shares |
| DEUTSCHE BANK AG\ | $140,604 | 15,485 | 0.09% | Shares |
| FMR LLC | $136,512 | 15,034 | 0.09% | Shares |
| TWO SIGMA ADVISERS, LP | $135,177 | 15,700 | 0.09% | Shares |
| Nuveen, LLC | $134,321 | 14,793 | 0.08% | Shares |
| PRUDENTIAL FINANCIAL INC | $109,596 | 12,070 | 0.07% | Shares |
| D. E. Shaw & Co., Inc. | $107,834 | 11,876 | 0.07% | Shares |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $105,737 | 11,645 | 0.07% | Shares |
| BRIGHTON JONES LLC | $100,249 | 11,041 | 0.06% | Shares |
| CITIGROUP INC | $70,924 | 7,811 | 0.04% | Shares |
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| VPIP AO MF LLC, Vivaldi Private Investment Platform LLC – Class RE002 3, Vivaldi Capital Management, LLC 6, Vivaldi Holdings, LLC 9 | June 24, 2021 | · | Initial filing | Board campaign | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
Company insiders 13 insiders · 3 officers · 8 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Robert Joab Williams | CEO & President | July 1, 2022 A | 221,726 | 0 | 0 | $0 |
| Brandon Filson | CFO & Treasurer | Sept. 17, 2025 S | 70,488 | 0 | 0 | $0 |
| Dory Black | General Counsel & Secretary | July 1, 2022 A | 67,152 | 0 | 0 | $0 |
| Noelle Savarese | Director | May 13, 2026 A | 37,981 | 0 | 0 | $0 |
| Landon Parsons | Director | May 13, 2026 A | 49,832 | 0 | 0 | $0 |
| Jonathan Morgan | Director | May 13, 2026 A | 64,677 | 0 | 0 | $0 |
| W D Minami | Director | May 13, 2026 A | 70,318 | 1 | 0 | $28,629 |
| Craig B Jones | Director | May 13, 2026 A | 51,308 | 0 | 0 | $0 |
| Christine Jurinich | Director | July 18, 2023 D | 14,777 | 0 | 0 | $0 |
| Nancy R Davis | Director | Nov. 12, 2021 D | 0 | 0 | 0 | $0 |
| Michael Fierman | Director | June 21, 2021 P | 315,000 | 0 | 0 | $0 |
| VPIP AO MF LLC | 10% owner | Feb. 7, 2022 J | 0 | 0 | 0 | $0 |
| Angel Oak Mortgage Fund, LP | 10% owner | June 21, 2021 J | 0 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 14 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| IWC · iShares Trust | 0.03% | 60,543 SH | Sept. 11, 2026 | Daily |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.01% | 8,094 SH | Aug. 19, 2026 | Daily |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.01% | 3,500 | Oct. 2, 2026 | Daily |
| IWM · iShares Trust | 0.01% | 477,074 SH | Sept. 11, 2026 | Daily |
| RSSL · Global X Funds | 0.00% | 8,042 NS | July 31, 2026 | N-PORT |
| IWO · iShares Trust | 0.00% | 73,674 SH | Sept. 11, 2026 | Daily |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.00% | 14,579 | Oct. 2, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.00% | 150,617 SH | Aug. 19, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 712,783 SH | Aug. 19, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.00% | 96,646 SH | Aug. 19, 2026 | Daily |
| VTWG · VANGUARD SCOTTSDALE FUNDS | 0.00% | 8,658 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 889 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 128,455 SH | Sept. 11, 2026 | Daily |
| REM · iShares Trust | · | 209,415 SH | Sept. 11, 2026 | Daily |
AOMR Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
12-Month Price Target
5 analysts · 2026-09-30Mean target $10.55 +44.1%
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| AOMR | · | · | · | · | · | · |
| REFI | $258M | 7.3 | · | 65.0% | 11.7% | · |
| ACRE | $263M | 4.4 | -21.3% | -1.6% | -0.17% | · |
| MITT | · | · | · | · | · | · |
| RC | $355M | -1.5 | 3.0% | -217.3% | -13.1% | · |
| CMTG | $429M | -0.9 | -24.4% | -260.4% | -29.7% | · |
| SEVN | $201M | 8.9 | -16.7% | 52.5% | 5.2% | · |
| ACR | · | 711.3 | -4.2% | · | · | · |
| RPT | $126M | -46.1 | 65.7% | 9.6% | 0.55% | · |
| CHMI | $94M | -28.3 | 38924.1% | 61.3% | 3.0% | · |
| SUNS | $127M | 10.1 | 103.0% | 56.3% | 6.6% | · |
My Metrics Your personal watchlist — selected rows from Full Fundamentals
Pick the metrics that matter to you — click the + next to any row in Full Fundamentals above.
Your selection is saved and follows you across all tickers.