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AGNC 
AGNC Investment Corp (AGNC)
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Upturn Advisory Summary
02/26/2026: AGNC (4-star) is a SELL. SELL since 5 days. Simulated Profits (36.63%). Updated daily EoD!
Upturn Star Rating
Above Average Performance
These Stocks/ETFs, based on Upturn Advisory, frequently surpass the market, reflecting reliable and trustworthy advice.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $11.78
1 Year Target Price $11.78
| 5 | Strong Buy |
| 4 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.50B USD | Price to earnings Ratio 7.68 | 1Y Target Price 11.78 |
Price to earnings Ratio 7.68 | 1Y Target Price 11.78 | ||
Volume (30-day avg) 15 | Beta 1.35 | 52 Weeks Range 6.95 - 12.07 | Updated Date 02/25/2026 |
52 Weeks Range 6.95 - 12.07 | Updated Date 02/25/2026 | ||
Dividends yield (FY) 12.73% | Basic EPS (TTM) 1.47 |
Earnings Date
Report Date 2026-02-02 | When - | Estimate 0.3726 | Actual 0.35 |
Profitability
Profit Margin 92.93% | Operating Margin (TTM) 95.88% |
Management Effectiveness
Return on Assets (TTM) 1.64% | Return on Equity (TTM) 15.08% |
Valuation
Trailing PE 7.68 | Forward PE 6.3 | Enterprise Value 82600017920 | Price to Sales(TTM) 6.96 |
Enterprise Value 82600017920 | Price to Sales(TTM) 6.96 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 1107600000 | Shares Floating 1101186679 |
Shares Outstanding 1107600000 | Shares Floating 1101186679 | ||
Percent Insiders 0.74 | Percent Institutions 40.03 |
Upturn AI SWOT
AGNC Investment Corp
Company Overview
History and Background
AGNC Investment Corp. (AGNC) was founded in 2008. It is a real estate investment trust (REIT) that invests in agency mortgage-backed securities (MBS) and other mortgage-related assets. The company has evolved to manage a substantial portfolio of these assets, adapting to changing interest rate environments and regulatory landscapes.
Core Business Areas
- Agency Mortgage-Backed Securities (MBS): AGNC primarily invests in MBS guaranteed by government-sponsored entities like Fannie Mae and Freddie Mac. These securities represent pools of residential mortgages.
- Other Mortgage-Related Assets: This includes investments in credit risk transfer (CRT) transactions, callable agency MBS, and other securitized credit products.
- Financing Activities: AGNC utilizes repurchase agreements (repos) and other forms of secured borrowing to finance its asset portfolio.
Leadership and Structure
AGNC Investment Corp. is externally managed by American Capital Management, LLC. The company's management team, led by its Chief Executive Officer, is responsible for investment strategy and portfolio management. The Board of Directors oversees the company's operations and governance.
Top Products and Market Share
Key Offerings
- Agency MBS: AGNC's primary 'product' is its portfolio of agency MBS. These are highly liquid assets. Competitors include other REITs specializing in MBS, such as Annaly Capital Management (NLY), Chimera Investment Corporation (CIM), and Apollo Commercial Real Estate Finance (ARI). Specific market share data for individual MBS holdings is not publicly disclosed in a comparable manner.
- Credit Risk Transfer (CRT) Securities: These securities allow AGNC to gain exposure to credit risk while transferring a portion of that risk to third parties. Competitors in this space include other large MBS investors and financial institutions.
Market Dynamics
Industry Overview
AGNC operates in the agency mortgage-backed securities market, which is heavily influenced by interest rate movements, Federal Reserve policy, and housing market conditions. The market is characterized by high liquidity for agency MBS but also significant interest rate sensitivity.
Positioning
AGNC is one of the largest publicly traded REITs focused on agency MBS. Its competitive advantages include its scale, experienced management team, and established relationships within the mortgage finance industry. However, its business model is inherently sensitive to interest rate fluctuations.
Total Addressable Market (TAM)
The TAM for agency MBS is vast, representing trillions of dollars in outstanding mortgage debt. AGNC is a significant player within this market but its actual investable universe is constrained by its capital, risk appetite, and regulatory environment. Its positioning is that of a major buyer and holder of these securities.
Upturn SWOT Analysis
Strengths
- Significant scale and market presence in agency MBS.
- Experienced management team with expertise in mortgage finance.
- Access to diversified funding sources.
- Strong relationships with government-sponsored entities and dealers.
Weaknesses
- High sensitivity to interest rate volatility.
- Reliance on leverage (repurchase agreements) can amplify losses.
- Limited diversification beyond agency MBS.
- Dividend payouts can be volatile due to interest rate changes.
Opportunities
- Potential for rising interest rates to increase net interest margin on certain asset types.
- Expansion into related mortgage and securitized credit assets.
- Capitalizing on Fed's quantitative tightening or easing policies.
- Opportunities in credit risk transfer markets.
Threats
- Rising interest rates leading to mortgage prepayments and asset value declines.
- Credit events or defaults impacting the value of underlying mortgages.
- Changes in regulatory policies affecting MBS or REITs.
- Increased competition from other large institutional investors.
Competitors and Market Share
Key Competitors
- Annaly Capital Management (NLY)
- Chimera Investment Corporation (CIM)
- New Residential Investment Corp. (NRZ)
- Apollo Commercial Real Estate Finance (ARI)
Competitive Landscape
AGNC's competitive advantages lie in its scale, liquidity, and experienced management. However, competitors also possess significant scale and established operational frameworks. The primary differentiator is often the specific investment strategy and risk management approach adopted by each REIT, particularly concerning interest rate sensitivity and portfolio duration.
Growth Trajectory and Initiatives
Historical Growth: AGNC has historically grown its asset portfolio through capital raises and reinvestment of earnings. Its growth has been closely tied to its ability to deploy capital into agency MBS at favorable spreads and manage its leverage effectively. Growth has been cyclical, often pausing or reversing during periods of significant interest rate volatility.
Future Projections: Future growth projections for AGNC are heavily dependent on interest rate forecasts and the company's strategic decisions regarding portfolio composition and leverage. Analysts often focus on the sustainability of its dividend and its ability to maintain or grow book value per share in varying rate environments.
Recent Initiatives: Recent initiatives may include adjustments to portfolio duration, hedging strategies to mitigate interest rate risk, and potential investments in different types of mortgage-related assets or credit structures to enhance yield and diversification.
Summary
AGNC Investment Corp. is a significant player in the agency MBS market, leveraging scale and experienced management to generate income. Its strength lies in its substantial portfolio and dividend-paying history. However, it faces considerable risk from interest rate volatility and its reliance on leverage, requiring constant vigilance in its hedging and portfolio management strategies.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Financial news websites (e.g., Bloomberg, Reuters, Wall Street Journal)
- Financial data aggregators (e.g., Yahoo Finance, Seeking Alpha, Finviz)
Disclaimers:
This analysis is based on publicly available information as of the last update and is for informational purposes only. It does not constitute investment advice. Financial data and market conditions are subject to change. Investors should conduct their own due diligence before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AGNC Investment Corp
Exchange NASDAQ | Headquaters Bethesda, MD, United States | ||
IPO Launch date 2008-05-13 | President, CEO & Director and Chief Investment Officer Mr. Peter J. Federico | ||
Sector Real Estate | Industry REIT - Mortgage | Full time employees 53 | Website https://agnc.com |
Full time employees 53 | Website https://agnc.com | ||
AGNC Investment Corp. provides private capital to housing market in the United States. It invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. The company qualifies as a real estate investment trust for federal income tax purposes. It generally would not be subject to federal or state corporate income taxes if it distributes at least 90% of its taxable income to its stockholders. The company was formerly known as American Capital Agency Corp. and changed its name to AGNC Investment Corp. in September 2016. AGNC Investment Corp. was incorporated in 2008 and is headquartered in Bethesda, Maryland.
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