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AGNC Investment Corp (AGNC)



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Upturn Advisory Summary
08/28/2025: AGNC (3-star) is a STRONG-BUY. BUY since 57 days. Profits (9.02%). Updated daily EoD!
1 Year Target Price $9.72
1 Year Target Price $9.72
5 | Strong Buy |
4 | Buy |
6 | Hold |
0 | Sell |
0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 17.66% | Avg. Invested days 60 | Today’s Advisory Strong Buy |
Upturn Star Rating ![]() ![]() | Upturn Advisory Performance ![]() | Stock Returns Performance ![]() |
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Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.20B USD | Price to earnings Ratio 32.63 | 1Y Target Price 9.72 |
Price to earnings Ratio 32.63 | 1Y Target Price 9.72 | ||
Volume (30-day avg) 15 | Beta 1.27 | 52 Weeks Range 7.36 - 9.80 | Updated Date 08/28/2025 |
52 Weeks Range 7.36 - 9.80 | Updated Date 08/28/2025 | ||
Dividends yield (FY) 14.69% | Basic EPS (TTM) 0.3 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 76.21% | Operating Margin (TTM) 125% |
Management Effectiveness
Return on Assets (TTM) 0.42% | Return on Equity (TTM) 3.98% |
Valuation
Trailing PE 32.63 | Forward PE 6.12 | Enterprise Value 58988978176 | Price to Sales(TTM) 20.56 |
Enterprise Value 58988978176 | Price to Sales(TTM) 20.56 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 1041729984 | Shares Floating 1034596697 |
Shares Outstanding 1041729984 | Shares Floating 1034596697 | ||
Percent Insiders 0.37 | Percent Institutions 43.54 |
Upturn AI SWOT
AGNC Investment Corp

Company Overview
History and Background
AGNC Investment Corp. was founded in 2008 and is a Maryland real estate investment trust (REIT). It primarily invests in agency mortgage-backed securities (MBS) on a leveraged basis.
Core Business Areas
- Agency MBS Investments: Invests in residential mortgage pass-through securities and collateralized mortgage obligations (CMOs) for which the principal and interest payments are guaranteed by a U.S. Government-sponsored enterprise (GSE), such as Fannie Mae or Freddie Mac, or by a U.S. Government agency, such as Ginnie Mae.
Leadership and Structure
The company is led by its Chief Executive Officer, Peter Federico. The organizational structure includes investment, risk management, and operational teams focused on managing the investment portfolio and associated risks.
Top Products and Market Share
Key Offerings
- Agency MBS Portfolio: AGNC's primary product is its portfolio of agency MBS. It aims to generate income from the difference between the yield on its MBS assets and its cost of funding, including borrowing costs and operating expenses. Market share data related directly to this portfolio performance is intrinsically linked to the larger REIT market. The Company competes with other REIT's and direct investors. Competitors include Annaly Capital Management (NLY), Invesco Mortgage Capital (IVR).
Market Dynamics
Industry Overview
The REIT industry is highly sensitive to interest rate movements, monetary policy, and housing market conditions. Mortgage REITs specifically are affected by the spread between short-term borrowing rates and the yields on MBS.
Positioning
AGNC is one of the largest agency-focused mortgage REITs. Its competitive advantage lies in its scale, expertise in managing agency MBS portfolios, and its hedging strategies to mitigate interest rate risk.
Total Addressable Market (TAM)
The total addressable market for mortgage REITs is substantial, linked to the overall size of the U.S. mortgage market (trillions of dollars). AGNC captures a segment of this market by investing in agency MBS, positioned to capitalize on government-backed securities while managing interest rate exposure.
Upturn SWOT Analysis
Strengths
- Large scale and established market presence
- Expertise in managing agency MBS portfolios
- Active hedging strategies to mitigate interest rate risk
- Access to capital markets
Weaknesses
- High sensitivity to interest rate fluctuations
- Reliance on leverage to enhance returns
- Vulnerability to changes in monetary policy
- Geographic concentration in the US housing market
Opportunities
- Expanding the portfolio during periods of market dislocation
- Increasing operational efficiency and reducing expenses
- Refining hedging strategies to optimize risk management
- Capitalizing on favorable regulatory changes
Threats
- Rising interest rates
- Increased competition from other mortgage REITs
- Changes in government regulation of GSEs
- Economic downturns and housing market weakness
Competitors and Market Share
Key Competitors
- NLY
- IVR
- TWO
Competitive Landscape
AGNC is a leading player in the agency mortgage REIT sector, competing with other large and smaller companies. It has a strong focus on risk management and seeks to generate attractive risk-adjusted returns. Its competitors also use different strategies to make up their positions
Growth Trajectory and Initiatives
Historical Growth: AGNC's growth is linked to the expansion of its MBS portfolio and its ability to generate returns through favorable interest rate environments.
Future Projections: Future growth projections are dependent on analyst expectations for interest rates, economic growth, and housing market conditions. Such projections are subject to change.
Recent Initiatives: Recent strategic initiatives could include portfolio adjustments to manage risk, cost reduction programs, and efforts to optimize capital allocation.
Summary
AGNC is a major player in the agency mortgage REIT market, providing consistent dividends to investors. However, its profitability and stock price are highly sensitive to interest rate fluctuations. They actively employ hedging to help combat the fluctuations. A rising rate environment can negatively affect their returns as well as economic downturns and changes in the regulatory environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Earnings Call Transcripts
- Investor Presentations
- Analyst Reports (e.g., from Seeking Alpha, Bloomberg, Yahoo Finance)
- Industry Reports
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. The accuracy and completeness of the information are not guaranteed. Investment decisions should be based on individual research and consultation with a financial advisor. Market share data is estimated and may vary.
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. The company 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. It qualifies as a real estate investment trust for federal income tax purposes. The company 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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