AOMR
Angel Oak Mortgage REITAOMR
AOMR
About: Angel Oak Mortgage REIT Inc is a real estate finance company focused on acquiring and investing in the first lien non-QM loans and other mortgage-related assets in the U.S. mortgage market. Its objective is to generate attractive risk-adjusted returns for its stockholders, through cash distributions and capital appreciation across interest rates and credit cycles.
Employees: 800
0
Funds holding %
of 7,296 funds
0
Analysts bullish %
of 4 analysts
Fund manager confidence
Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
57% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 21
7% more funds holding
Funds holding: 73 [Q4 2024] → 78 (+5) [Q1 2025]
3% more capital invested
Capital invested by funds: $161M [Q4 2024] → $166M (+$4.78M) [Q1 2025]
0.52% more ownership
Funds ownership: 73.54% [Q4 2024] → 74.06% (+0.52%) [Q1 2025]
Research analyst outlook
4 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$10.50
15%
upside
Avg. target
$11.50
25%
upside
High target
$13
42%
upside
4 analyst ratings
4 positive
100%
0 neutral
0%
0 negative
0%
B. Riley Securities Randy Binner | 42%upside $13 | Buy Reiterated | 16 May 2025 |
Jones Trading Matthew Erdner | 15%upside $10.50 | Buy Reiterated | 6 May 2025 |
B. Riley Securities Matt Howlett | 31%upside $12 | Buy Upgraded | 21 Apr 2025 |
Jones Trading Jason Weaver | 15%upside $10.50 | Buy Maintained | 17 Apr 2025 |
Financial journalist opinion
Based on 3 articles about AOMR published over the past 30 days
Neutral
Business Wire
5 days ago
KBRA Assigns Preliminary Ratings to Angel Oak Mortgage Trust 2025-7 (AOMT 2025-7)
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to six classes of mortgage-backed certificates from Angel Oak Mortgage Trust 2025-7 (AOMT 2025-7), a $350.2 million non-prime RMBS transaction. The underlying collateral, comprised of 722 residential mortgages, is characterized by a significant concentration of loans underwritten using alternative income documentation. All the loans are either classified as non-qualified mortgages (55.2%) or exempt (44.8%) from the Ability-to-Repay/Qua.
Neutral
Seeking Alpha
2 weeks ago
AOMD: A 9.75% Senior Note IPO From Angel Oak Mortgage REIT
AOMD offers a 9.75% yield, but lacks a credit rating and sits deep in junk territory, reflecting elevated credit risk for fixed-income investors. Angel Oak Mortgage REIT is highly leveraged, with weak sector performance and a history of dividend cuts, raising risk concerns. Compared to peer baby bonds, AOMD is fairly priced but lacks distinguishing features or superior credit quality.
Neutral
Business Wire
3 weeks ago
KBRA Assigns Preliminary Ratings to Angel Oak Mortgage Trust 2025-6 (AOMT 2025-6)
NEW YORK--(BUSINESS WIRE)-- #creditratingagency--KBRA assigns preliminary ratings to six classes of mortgage-backed certificates from Angel Oak Mortgage Trust 2025-6 (AOMT 2025-6), a $349.7 million non-prime RMBS transaction. The underlying collateral, comprised of 729 residential mortgages, is characterized by a significant concentration of loans underwritten using alternative income documentation. All the loans are either classified as non-qualified mortgages (48.5%) or exempt (51.5%) from the Ability-to-Repay/Qua.
Neutral
Seeking Alpha
1 month ago
Angel Oak Mortgage REIT, Inc. NT 29: Attractive Only Under Par
AOMN notes saw a -6% drawdown as AOMR's common equity plunged -30%, driven by market risk-off sentiment, not fundamental weakness. Angel Oak's book value and loan portfolio fundamentals remain stable, but market volatility and mark-to-market accounting drive earnings swings. AOMR's structure exposes it to volatility due to holding mezzanine and subordinate tranches from its own securitizations, amplifying risk in downturns.
Neutral
Business Wire
1 month ago
Angel Oak Mortgage REIT, Inc. Announces Pricing of Public Offering of Senior Notes
ATLANTA--(BUSINESS WIRE)--Angel Oak Mortgage REIT, Inc. (NYSE: AOMR) (the “Company”) today announced that it has priced an underwritten public offering of $40,000,000 aggregate principal amount of its 9.750% Senior Notes due 2030 (the “Notes”). The Notes will be fully and unconditionally guaranteed on a senior unsecured basis by Angel Oak Mortgage Operating Partnership, LP through which the Company holds substantially all of its assets and conducts its operations. The Notes will be issued in mi.
Neutral
Business Wire
1 month ago
Angel Oak Mortgage REIT, Inc. Announces Public Offering of Senior Notes
ATLANTA--(BUSINESS WIRE)--Angel Oak Mortgage REIT, Inc. (NYSE: AOMR) (the “Company”) today announced that it is commencing an underwritten public offering of senior notes due 2030 (the “Notes”). The Notes will be fully and unconditionally guaranteed on a senior unsecured basis by Angel Oak Mortgage Operating Partnership, LP through which the Company holds substantially all of its assets and conducts its operations. The Company intends to use the net proceeds from the offering for general corpor.
Neutral
Seeking Alpha
1 month ago
Trade Talks, Fed Hawks, Market Balks
US equity markets posted modest declines this past week after the Federal Reserve held rates steady and maintained its status quo "wait-and-see" approach, but acknowledged heightened inflation and labor market risks. Meanwhile, White House officials headed to Switzerland to begin high-level trade talks with China, which follows the announcement of the first major post-Liberation Day trade deal with the United Kingdom. Following its best two-week stretch since late 2022, the S&P 500 slipped 0.4% this week - extending its drawdown to around 8% from its mid-February record highs.
Neutral
Seeking Alpha
1 month ago
Angel Oak Mortgage REIT, Inc. (AOMR) Q1 2025 Earnings Call Transcript
Angel Oak Mortgage REIT, Inc. (NYSE:AOMR ) Q1 2025 Earnings Conference Call May 5, 2025 8:30 AM ET Company Participants KC Kelleher - Head, Corporate Finance & IR Sreeni Prabhu - CEO Brandon Filson - CFO Conference Call Participants Douglas Harter - UBS Investment Bank Randy Binner - B. Riley Securities Matthew Erdner - Jones Trading Eric Hagen - BTIG Don Fandetti - Wells Fargo Operator Good day, and welcome to the Angel Oak Mortgage REIT First Quarter 2025 Earnings Conference Call.
Negative
Zacks Investment Research
1 month ago
Angel Oak Mortgage (AOMR) Lags Q1 Earnings Estimates
Angel Oak Mortgage (AOMR) came out with quarterly earnings of $0.17 per share, missing the Zacks Consensus Estimate of $0.27 per share. This compares to earnings of $0.11 per share a year ago.
Neutral
Business Wire
1 month ago
Angel Oak Mortgage REIT, Inc. Reports First Quarter 2025 Financial Results
ATLANTA--(BUSINESS WIRE)--Angel Oak Mortgage REIT, Inc. (NYSE: AOMR) (the “Company,” “we,” and “our”), a leading real estate finance company focused on acquiring and investing in first lien non-QM loans and other mortgage-related assets in the U.S. mortgage market, today reported financial results for the quarter ended March 31, 2025. First Quarter 2025 Highlights Q1 2025 GAAP net income of $20.5 million, or $0.87 per diluted share of common stock. Q1 2025 net interest income of $10.1 million d.
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