AOMR
Angel Oak Mortgage REIT, Inc.
$8.34
+2.33%
$203.1M
No data for this timeframe.
Vol
Market Cap$203.1M
Cap SizeMicro Cap
Inst. Holders8 funds
Inst. Value$56.7M
Inst. Activity0 buys / 2 sells
Insider Activity1B / 1S
Insider Net $-$3.7M
SEC Reports1
Recent Activity
May 22, 2026
Insider
MINAMI W D bought 10,000 shares
Director @ $8.15 ($81.5K)
May 19, 2026
Insider
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP sold 1,794,353 shares
10%+ Owner @ $8.36 ($15.0M)
May 13, 2026
Insider
MINAMI W D sold 11,737 shares
Director @ $8.52 ($100.0K)
May 5, 2026
earnings_calendar
AOMR Q1 2026 Earnings Before Market Open — 2026-05-05
Feb 25, 2026
SEC
Angel Oak Mortgage REIT reported strong fiscal year 2025 results with $44.0 million GAAP net income ($1.80 per share) an
8-K — Impact 7/10
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
29,300 shares ($252.3K)
Inst.
BANK OF AMERICA CORP — TRIM
9,335 shares ($80.4K)
Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$11.45 (Feb 2026)
Current $8.34
Low $9.25
Median $11.00
High $13.50
5 analysts
$9.25
$13.50
Analyst Ratings
3Strong Buy
6Buy
3Hold
0Sell
0Strong Sell
Historical Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| Feb 26, 2026 | Jones Trading | MAINTAIN | Buy → Buy |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.32 ▼ -3.8% | $0.29 — $0.33 | 188% YoY | 4 |
| Next Q | $0.34 ▲ +1.5% | $0.31 — $0.37 | 1610% YoY | 4 |
| Current FY | $1.19 ▼ -7.9% | $1.10 — $1.25 | 101% YoY | 3 |
| Next FY | $1.40 ▲ +1.1% | $1.30 — $1.50 | 18% YoY | 4 |
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| MORGAN STANLEY | $44.5M | — |
| VANGUARD GROUP INC | $8.2M | — |
| WELLS FARGO & COMPANY/MN | $1.8M | ADD |
| TWO SIGMA INVESTMENTS, LP | $1.3M | ADD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $383.1K | NEW |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 22, 2026 | MINAMI W | BUY | $81.5K |
| May 19, 2026 | DAVIDSON KEMPNER | D | $15.0M |
| May 13, 2026 | MINAMI W | A | $100.0K |
| May 13, 2026 | Savarese Noelle | A | $100.0K |
| May 13, 2026 | JONES CRAIG | A | $100.0K |
8 institutional holders with $56.7M total value (6,589,303 shares) as of 2025-Q4. Top holders: MORGAN, VANGUARD, WELLS. Net selling activity: 2 institutions trimmed/exited vs 0 added.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 5,172,061 | $44.5M | 78.5% | — |
| 2 | VANGUARD GROUP INC | 948,609 | $8.2M | 14.4% | — |
| 3 | WELLS FARGO & COMPANY/MN | 213,181 | $1.8M | 3.2% | ADD +62.3% |
| 4 | TWO SIGMA INVESTMENTS, LP | 155,999 | $1.3M | 2.4% | ADD +25.1% |
| 5 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 44,491 | $383.1K | 0.7% | NEW |
| 6 | RENAISSANCE TECHNOLOGIES LLC | 29,300 | $252.3K | 0.4% | TRIM -44.6% |
| 7 | FMR LLC | 16,327 | $140.6K | 0.2% | — |
| 8 | BANK OF AMERICA CORP /DE/ | 9,335 | $80.4K | 0.1% | TRIM -47.8% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 52,878 | 29,300 | -44.6% | $252.3K | 2025-Q4 |
| BANK OF AMERICA CORP /DE/ | TRIM | 17,893 | 9,335 | -47.8% | $80.4K | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 112,533 | 140,727 | +25.1% | $1.3M | 2025-Q3 |
| UBS Group AG | DOUBLED | 23,005 | 55,408 | +140.9% | $519.2K | 2025-Q3 |
| BANK OF AMERICA CORP /DE/ | TRIM | 24,516 | 17,893 | -27.0% | $167.7K | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | ADD | 78,596 | 112,533 | +43.2% | $1.1M | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 89,200 | 44,700 | -49.9% | $421.1K | 2025-Q2 |
| BANK OF AMERICA CORP /DE/ | DOUBLED | 6,945 | 24,516 | +253.0% | $230.9K | 2025-Q2 |
| UBS Group AG | TRIM | 74,161 | 23,005 | -69.0% | $216.7K | 2025-Q2 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 47,600 | 89,200 | +87.4% | $850.1K | 2025-Q1 |
| UBS Group AG | ADD | 53,264 | 74,161 | +39.2% | $706.8K | 2025-Q1 |
| CITADEL ADVISORS LLC | NEW | — | 21,187 | — | $201.9K | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | ADD | 113,975 | 184,965 | +62.3% | $1.7M | 2024-Q4 |
| UBS Group AG | DOUBLED | 25,549 | 53,264 | +108.5% | $494.3K | 2024-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 136,500 | 47,600 | -65.1% | $441.7K | 2024-Q4 |
| CITADEL ADVISORS LLC | EXIT | 66,726 | 0 | -100.0% | $0.00 | 2024-Q4 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | NEW | — | 36,821 | — | $384.0K | 2024-Q3 |
6 unique insiders with 2 transactions. Net insider value: -$3.7M ($81.5K bought, $3.8M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 22, 2026 | MINAMI W D | Director | BUY | 10,000 | $8.15 | $81.5K |
| May 19, 2026 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10%+ Owner | D | 1,794,353 | $8.36 | $15.0M |
| May 13, 2026 | MINAMI W D | Director | A | 11,737 | $8.52 | $100.0K |
| May 13, 2026 | Savarese Noelle | Director | A | 11,737 | $8.52 | $100.0K |
| May 13, 2026 | JONES CRAIG B | Director | A | 11,737 | $8.52 | $100.0K |
| May 13, 2026 | Parsons Landon | Director | A | 11,737 | $8.52 | $100.0K |
| May 13, 2026 | Morgan Jonathan | Director | A | 11,737 | $8.52 | $100.0K |
| Mar 20, 2026 | DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 10%+ Owner | SELL | 481,537 | $7.87 | $3.8M |
1 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 0 neutral. Avg impact: 7.0/10.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Historical analyst distribution (last covering-analyst action Feb 2026): 75% buy across 12 analysts — 3 strong buy, 6 buy, 3 hold, 0 sell, 0 strong sell. No current recommendation available.
Analyst Price Targets
Historical data — last covering-analyst action Feb 2026. No current recommendation available.
$11.45 mean target (Feb 2026)
$9.25 Low
$13.50 High
| Metric | Value |
|---|---|
| Current Price | $8.34 |
| Target Low | $9.25 |
| Target Mean | $11.45 |
| Target Median | $11.00 |
| Target High | $13.50 |
| # Analysts | 5 |
| Recommendation | — (no recent coverage) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.32 | $0.29 | $0.33 | 188.3% | -3.8% | 0↑ 2↓ | $0.0B | 98.4% | 4 |
| Next Q 2026-09-30 |
$0.34 | $0.31 | $0.37 | 1610.2% | +1.5% | 1↑ 1↓ | $0.0B | 17.2% | 4 |
| Current FY 2026-12-31 |
$1.19 | $1.10 | $1.25 | 101.1% | -7.9% | 0↑ 3↓ | $0.1B | 22.9% | 3 |
| Next FY 2027-12-31 |
$1.40 | $1.30 | $1.50 | 17.7% | +1.1% | 1↑ 1↓ | $0.0B | -6.1% | 4 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.317 | |
| 7d ago | $0.317 | |
| 30d ago | $0.330 | -0.012 |
| 60d ago | $0.333 | -0.016 |
| 90d ago | $0.336 | -0.019 |
1 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.
Historical Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| Feb 26, 2026 | Jones Trading | MAINTAIN | Buy | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| May 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Apr 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Mar 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Feb 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% | |
| Jan 1, 2026 | 3 | 6 | 3 | 0 | 0 | 75% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
May 5, 2026
earnings_calendar
AOMR Q1 2026 Earnings Before Market Open — 2026-05-05
Feb 25, 2026
earnings_calendar
AOMR Q4 2025 Earnings Before Market Open — 2026-02-25