AOMN · NYSE · REIT - Mortgage

Angel Oak Mortgage 9.500% Notes (AOMN)

Senior notes issued by a U.S. residential mortgage-credit REIT.

$25.37
At close+0.19 (+0.75%)
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Angel Oak Mortgage REIT, Inc. 9AOMNFinancials

Issued by a U.S. mortgage-credit REIT that acquires, invests in, and finances mortgage-related assets. The externally managed platform centers on non-QM residential loans, affiliated sourcing, and securitization.

Senior unsecured notes were issued by a U.S. residential mortgage-credit REIT. Its single operating segment acquires, invests in, and finances mortgage-related assets, with a focus on first-lien non-QM loans and related residential assets.

Asset activity also includes second-lien loans, HELOCs, loans held in securitization trusts, and RMBS. The issuer purchases newly originated loans and executes securitizations in a U.S.-concentrated mortgage-credit market.

External management by an Angel Oak Capital affiliate and sourcing through Angel Oak Mortgage Lending shape asset flow, funding access, and securitization execution. Those affiliated relationships also create manager-directed investment and loan-sourcing conflicts identified in the issuer’s filings.

Company facts

CEOSreeniwas Prabhu
ListedAug 1, 2024
ExchangeNYSE
HeadquartersAtlanta, GA
CountryUnited States
Employees300
CIK0001766478
ISINUS03464Y2072

Market cap$632.1M
EPS (ttm)$0.7500
P/E (ttm)33.83
ROE7.3%
P/B2.59
P/S4.18
Dividend yieldDiv yield9.36%
Beta0.05vs XLF 0.04

No analyst consensus on record.

Next report
Nov 10, 2026
estimated · in 68 days
EPS estimate
$0.32
Revenue estimate
$11.2M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Nov '25Feb '26May '26Aug '26Nov '26
Reported$0.46$0.29$0.19$0.37Pending
Estimate$0.30$0.29$0.31$0.33$0.32
Surprise+55.0%+0.5%−40.3%+13.5%

RevenueReportedEstimate

Nov '25Feb '26May '26Aug '26Nov '26
Reported$30.1M$10.9M$11.1M$11.8MPending
Estimate$10.6M$11.3M$11.1M$11.8M$11.2M
Surprise+185.0%−3.8%0.0%0.0%
Estimate$0.32
ReportedDue Nov 10, 2026
Estimate$11.2M
ReportedDue Nov 10, 2026
View details

Debt to equity193.30%
Current ratio14.30%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$21.1M$37.2M$29.7M$32.6M$30.1M$40.4M$38.0M$42.9M
Net income$31.2M−$15.1M$20.5M$767.0K$11.4M$11.3M−$7.4M$3.4M
Net margin147.8%0.0%69.2%2.4%37.9%28.0%0.0%7.8%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$52.5M$7.0M$43.3M$25.9M$38.2M$39.7M$21.2M$34.0M
YoY growth+111.8%−84.7%+45.4%+58.9%−27.2%+470.9%−51.0%+31.2%

Balance sheet, Jun 30, 2026Cash & short-term investments $48.6M · Total debt $454.1M · Total assets $2.99B · Shareholders' equity $234.9M

Revenue
$42.9M
Operating income
$34.0M
Net income
$3.4M
View details

Next ex-date
Oct 15, 2026
estimated · in 42 days
Annual dividend
$2.38
per share
Dividend yield
9.36%
Schedule
Quarterly
4 payments a year

Last cut to $0.5938 from $0.6267 in Jan 2025. To collect a payout, hold shares through the close before the ex-date.

History

Ex-dateRecordPaidAmountNote
Jul 15, 2026Jul 15Jul 30$0.5938
Apr 15, 2026Apr 15Apr 30$0.5938
Jan 15, 2026Jan 15Jan 30$0.5938
Oct 15, 2025Oct 15Oct 30$0.5938
Jul 15, 2025Jul 15Jul 30$0.5938
Apr 15, 2025Apr 15Apr 30$0.5938
Jan 15, 2025Jan 15Jan 30$0.5938cut from $0.6267
Oct 15, 2024Oct 15Oct 30$0.6267
View details

Strategic holders1 holder · as of Jul 27, 20265.79%1.34M shares
Otherremainder94.21%21.87M shares

23.21M company shares as of Sep 3, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesEvidence
Victory Capital Management, Inc.Institution
6.20%1.44M13Gfiled Oct 28, 2025
BlackRock, Inc.Strategic
5.79%1.34M13Gfiled Jul 27, 2026

13D/13G — an ownership statement filed at 5% or more

Insider tradesForm 4

Nothing filed in the last 12 months.

View details

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