Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Valuation
Upturn AI SWOT - About
AGNC 
AGNC Investment Corp (AGNC)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
10/17/2025: AGNC (3-star) is a STRONG-BUY. BUY since 92 days. Simulated Profits (14.04%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
15 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $9.9
1 Year Target Price $9.9
| 5 | Strong Buy |
| 4 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 19.81% | Avg. Invested days 66 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.52B USD | Price to earnings Ratio 33.3 | 1Y Target Price 9.9 |
Price to earnings Ratio 33.3 | 1Y Target Price 9.9 | ||
Volume (30-day avg) 15 | Beta 1.31 | 52 Weeks Range 7.27 - 10.31 | Updated Date 10/18/2025 |
52 Weeks Range 7.27 - 10.31 | Updated Date 10/18/2025 | ||
Dividends yield (FY) 14.52% | Basic EPS (TTM) 0.3 |
Earnings Date
Report Date 2025-10-20 | When After Market | Estimate 0.39 | 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 33.3 | Forward PE 6.3 | Enterprise Value 59186909184 | Price to Sales(TTM) 21.22 |
Enterprise Value 59186909184 | Price to Sales(TTM) 21.22 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 1053322495 | Shares Floating 1034596697 |
Shares Outstanding 1053322495 | Shares Floating 1034596697 | ||
Percent Insiders 0.37 | Percent Institutions 43.15 |
Upturn AI SWOT
AGNC Investment Corp
Company Overview
History and Background
AGNC Investment Corp. was founded in 2008 and is a real estate investment trust (REIT) that focuses on agency mortgage-backed securities (MBS). It has grown to become one of the largest REITs in the sector.
Core Business Areas
- Agency Mortgage-Backed Securities: AGNC primarily invests in agency MBS, which are residential mortgage-backed securities guaranteed by U.S. government-sponsored enterprises (GSEs) like Fannie Mae and Freddie Mac or by Ginnie Mae.
Leadership and Structure
The company is led by Peter Federico as President and CEO. The organizational structure involves investment management and operations teams focused on portfolio management, risk management, and capital allocation.
Top Products and Market Share
Key Offerings
- Agency MBS Portfolio: AGNC's primary offering is its portfolio of agency MBS. Specific market share data for a single REIT's MBS holdings is not readily available; instead, overall market share is tracked at the agency level. Competitors are other REITs and institutional investors who invest in agency MBS.
Market Dynamics
Industry Overview
The REIT industry, particularly the mortgage REIT sector, is influenced by interest rates, macroeconomic conditions, and housing market dynamics. It is a competitive sector with many companies managing large amounts of debt.
Positioning
AGNC is a large, well-established player in the agency MBS space. Its scale provides access to favorable financing and operational efficiencies. It faces competition from similar REITs and institutional investors.
Total Addressable Market (TAM)
The total addressable market for agency MBS is trillions of dollars. AGNC holds a relatively small but significant portion of this market. Its positioning depends on its ability to generate positive returns from its holdings compared to other investment options.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Large asset base providing economies of scale
- High liquidity
- Focus on agency MBS reduces credit risk
Weaknesses
- Sensitivity to interest rate fluctuations (interest rate risk)
- Reliance on short-term repurchase agreements for funding
- External management structure (historically, although now internally managed)
- High leverage
Opportunities
- Expansion into related asset classes
- Increased investment in higher-yielding MBS
- Strategic acquisitions to grow asset base
- Benefit from favorable changes in government housing policy
Threats
- Rising interest rates impacting portfolio value
- Increased competition in the agency MBS market
- Changes in government regulations affecting MBS market
- Economic downturn leading to mortgage delinquencies (indirectly, via impact on agency MBS spreads)
Competitors and Market Share
Key Competitors
- NLY
- TWO
- IVR
Competitive Landscape
AGNC is a leading mREIT due to its larger asset base and focus on agency-backed securities. NLY and TWO pursue different investment strategies, including non-agency MBS, impacting their risk and return profiles. AGNC benefits from economies of scale but faces interest rate risk challenges common to the sector.
Growth Trajectory and Initiatives
Historical Growth: AGNC's historical growth has been driven by increasing its MBS portfolio. Growth rates need to be completed with current actuals.
Future Projections: Analyst estimates for future growth should be added here, including consensus EPS and revenue growth projections.
Recent Initiatives: Recent initiatives taken by AGNC could include portfolio adjustments, capital raising activities, or strategic partnerships. These details would need to be added based on specific news and company reports.
Summary
AGNC is a large mortgage REIT that invests primarily in agency MBS, making it sensitive to interest rate fluctuations. Its size provides advantages in accessing capital, but it also faces risks associated with leverage and interest rate volatility. The company's dividend yield is attractive, but shareholder returns are heavily influenced by interest rate movements. AGNC needs to carefully manage its interest rate risk and maintain a stable source of funding to continue delivering value.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (10-K, 10-Q), Investor Presentations, SEC Filings, MarketWatch, Yahoo Finance, Seeking Alpha
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Investment decisions should be based on your own research and due diligence. Market conditions are subject to change.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.