AOMR at a glance
Angel Oak Mortgage REIT, Inc. (AOMR, SEC CIK 1766478) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 29, 2026 and Form 4 insider filings as recently as September 28, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Angel Oak Mortgage REIT, Inc. (AOMR) reported revenue of $143.7 million (up 30.1% from FY2024) and net income of $44.0 million. Diluted EPS was $1.80.
- As of June 30, 2026, 20 institutional investment managers tracked by SignalX reported holding Angel Oak Mortgage REIT, Inc. (AOMR) shares worth $81.4 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Fierman Michael on September 25, 2026 of 38,726 shares at $7.50 per share.
- In the last 90 days, AOMR insiders reported 2 open-market purchases ($346K) and 1 open-market sale ($515K) on Form 4, a net sale of $170K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $143.7M
- +30.1% vs prior year
- Insiders · 90 days
- 2 buys · 1 sell
- Net −$170K
- 13F holders
- 20 funds
- $81.4M · −1 vs prior quarter
- Latest 8-K
- Sep 29, 2026
- Item 1.01
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Net interest income $10.8M, up 8% or $0.8M YoY, driven by $6.3M higher interest income
- Distributable Earnings $9.0M vs $2.6M YoY; return on average equity 14.6% vs 4.2%
- $204M newly originated non-QM loans and HELOCs purchased, weighted-average coupon 7.34%
- Borrowing capacity $1.3B; $23.9M securitization cash release funded loan purchases and operations
- Outlook: cautious 2026 rates; continued loan purchases, with rate volatility and spread movements pressuring valuations
Risk Factors
- No risk-factors section provided; supplied text covers Items 2–6 rather than 10-Q risk disclosures
- Affiliate concentration: 1,794,353 shares repurchased from Xylem Finance LLC for $15.0 million
- Capital allocation: repurchased shares at $8.36 average price in a privately negotiated transaction
- Regulatory compliance: no director or officer adopted or terminated Rule 10b5-1 arrangements during the quarter
AI summary of the AOMR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 1.01: Entry into a Material Definitive Agreement
- Loan financing facility extended through December 28, 2026, preserving near-term funding access
- Three-month renewal structure continues, requiring refinancing or further extension before expiration
Item 1.01: Entry into a Material Definitive Agreement
- Financing facility extended through September 25, 2027, preserving funding access for mortgage investments
- Interest-rate spread floor reduced from 1.75% to 1.35%, potentially lowering borrowing costs
Item 2.02: Results of Operations and Financial Condition
- Q2 2026 results covered quarter ended June 30, 2026
- Press release furnished as Exhibit 99.1, containing the detailed financial results
AI summaries of AOMR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for AOMR
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- Fund moves. Which tracked funds opened, added or cut AOMR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Fierman Michael | Buy | Sep 25, 2026 | 38,726 | $7.50 |
| Filson Brandon | Sell | Sep 22, 2026 | 65,000 | $7.93 |
| MINAMI W D | Buy | Sep 10, 2026 | 6,800 | $8.10 |
| Filson Brandon | A | Aug 17, 2026 | 82,024 | - |
| Filson Brandon | A | Jul 1, 2026 | 20,303 | $9.03 |
| MINAMI W D | Buy | May 22, 2026 | 10,000 | $8.15 |
| JONES CRAIG B | A | May 13, 2026 | 11,737 | $8.52 |
| Savarese Noelle | A | May 13, 2026 | 11,737 | $8.52 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $96.0M | $110.4M | $143.7M | |
| Net Income | $33.7M | $28.8M | $44.0M | |
| Net Margin | 35.1% | 26.0% | 30.6% | |
| Balance Sheet | ||||
| Total Assets | $2.3B | $2.3B | $2.7B | |
| Equity | $256.1M | $239.0M | $267.5M | |
| ROE | 13.2% | 12.0% | 16.5% | |
| Per Share | ||||
| EPS | $1.35 | $1.17 | $1.80 | |
| Cash Flow | ||||
| Operating CF | $306.4M | -$221.4M | -$407.0M | |
Source: XBRL data in Angel Oak Mortgage REIT, Inc. (AOMR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate AOMR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 20 | $81.4M |
| Q1 2026 | 21 | $71.8M |
| Q4 2025 | 19 | $73.2M |
| Q3 2025 | 18 | $81.7M |
| Q2 2025 | 18 | $77.5M |
| Q1 2025 | 17 | $72.7M |
| Q4 2024 | 12 | $18.8M |
| Q3 2024 | 10 | $11.5M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 135 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
AOMR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 8-K | Sep 29, 2026 | - | Analysis | - |
| 4 | Sep 28, 2026 | - | - | - |
| 4 | Sep 23, 2026 | - | - | - |
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Aug 18, 2026 | - | - | - |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 10-Q | Aug 4, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 27, 2026 | - | - | |
| 8-K | Jul 21, 2026 | - | Analysis | - |
| 4 | Jul 2, 2026 | - | - | - |
| 8-K | Jun 29, 2026 | - | Analysis | - |
| 4 | May 26, 2026 | - | - | |
| 8-K | May 20, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 14, 2026 | - | Analysis | |
| 4 | May 14, 2026 | - | - | |
| 4 | May 14, 2026 | - | - | |
| 8-K | May 5, 2026 | - | Analysis | - |
| 10-Q | May 5, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | Apr 27, 2026 | - | Analysis | - |
| 8-K | Apr 21, 2026 | - | Analysis | - |
| 4 | Mar 24, 2026 | - | - | - |
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AOMR SEC filings: frequently asked questions
Are AOMR insiders buying or selling?
In the last 90 days, Angel Oak Mortgage REIT, Inc. (AOMR) officers, directors and 10% owners reported 2 open-market purchases worth $345,591 by 2 insiders and 1 open-market sale worth $515,398 by 1 insider on Form 4, a net sale of $169,807. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold AOMR stock?
As of June 30, 2026, the largest Angel Oak Mortgage REIT, Inc. (AOMR) holders among the 13F filers tracked by SignalX were Morgan Stanley ($47.0 million), BlackRock ($12.2 million), Vanguard Capital Management LLC ($8.0 million), State Street Corp ($3.9 million), Wells Fargo & Co ($2.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was AOMR's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Angel Oak Mortgage REIT, Inc. (AOMR) reported revenue of $143.7 million (up 30.1% from FY2024) and net income of $44.0 million. Diluted EPS was $1.80. The figures come from the XBRL data in the 10-K.
What did AOMR report in its latest 8-K?
Angel Oak Mortgage REIT, Inc. (AOMR) filed an 8-K on September 29, 2026 reporting Item 1.01 (Entry into a Material Definitive Agreement). Loan financing facility extended through December 28, 2026, preserving near-term funding access.
What are the latest AOMR SEC filings?
Angel Oak Mortgage REIT, Inc. (AOMR) filed its latest 10-K annual report on March 3, 2026, a 10-Q quarterly report on August 4, 2026, an 8-K current report on September 29, 2026 and a Form 4 insider filing on September 28, 2026.
What is AOMR's SEC CIK number?
Angel Oak Mortgage REIT, Inc. (AOMR)'s SEC Central Index Key (CIK) is 1766478. EDGAR lists every AOMR filing under that number.
Ask anything about AOMR
The research agent reads AOMR's filings, financials, insider trades and 13F holders, then answers with sources.