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Upturn AI SWOT - About
AGNC 
AGNC Investment Corp (AGNC)
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Upturn Advisory Summary
09/15/2025: AGNC (3-star) is a STRONG-BUY. BUY since 68 days. Simulated Profits (14.88%). 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 $9.74
1 Year Target Price $9.74
| 5 | Strong Buy |
| 4 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 20.62% | Avg. Invested days 62 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/15/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 10.72B USD | Price to earnings Ratio 33.93 | 1Y Target Price 9.74 |
Price to earnings Ratio 33.93 | 1Y Target Price 9.74 | ||
Volume (30-day avg) 15 | Beta 1.29 | 52 Weeks Range 7.36 - 10.44 | Updated Date 09/14/2025 |
52 Weeks Range 7.36 - 10.44 | Updated Date 09/14/2025 | ||
Dividends yield (FY) 14.08% | 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 33.93 | Forward PE 6.36 | Enterprise Value 59384836096 | Price to Sales(TTM) 21.62 |
Enterprise Value 59384836096 | Price to Sales(TTM) 21.62 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 1053320000 | Shares Floating 1034596697 |
Shares Outstanding 1053320000 | Shares Floating 1034596697 | ||
Percent Insiders 0.37 | Percent Institutions 43.1 |
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 investing in agency mortgage-backed securities (MBS). It has grown to become one of the largest players in the agency MBS market.
Core Business Areas
- Agency Mortgage-Backed Securities (MBS): AGNC primarily 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 Agency or a U.S. Government-sponsored entity (GSE), such as Fannie Mae, Freddie Mac, or Ginnie Mae.
Leadership and Structure
AGNC is led by Peter Federico (President and CEO). The company has a board of directors overseeing its operations.
Top Products and Market Share
Key Offerings
- Agency Mortgage-Backed Securities (MBS) Portfolio: AGNC's primary asset is a portfolio of agency MBS. This portfolio generates income through the difference between the interest earned on the securities and the cost of borrowing. Competitors include other REITs focused on agency MBS.
Market Dynamics
Industry Overview
The agency MBS market is influenced by interest rates, monetary policy, and housing market conditions. The industry is sensitive to changes in interest rate spreads and prepayment speeds.
Positioning
AGNC is a major player in the agency MBS market. Its size provides economies of scale but also makes it vulnerable to large swings in market conditions.
Total Addressable Market (TAM)
The TAM is the total value of the agency MBS market, which is trillions of dollars. AGNC is positioned to capture a share of this market by investing in and managing a portfolio of these securities.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Large portfolio of agency MBS
- Access to capital markets
Weaknesses
- Sensitivity to interest rate changes
- Reliance on leverage
- Prepayment risk
Opportunities
- Increased demand for agency MBS
- Favorable interest rate environment
- Expansion into new asset classes
Threats
- Rising interest rates
- Changes in government regulations
- Increased competition
Competitors and Market Share
Key Competitors
- NLY
- IVR
- TWO
Competitive Landscape
AGNC competes with other REITs for capital and investment opportunities. Its size and experience are advantages.
Growth Trajectory and Initiatives
Historical Growth: AGNC's growth has been driven by its ability to raise capital and invest in agency MBS.
Future Projections: Analyst estimates vary, but generally expect AGNC to maintain its position in the agency MBS market.
Recent Initiatives: Recent initiatives may include hedging strategies to mitigate interest rate risk.
Summary
AGNC is a major player in the agency MBS market, offering investors a high dividend yield. However, it is highly sensitive to interest rate fluctuations and prepayment risk. Effective risk management is crucial for its long-term success. Investors should carefully consider these factors before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings (e.g., 10-K, 10-Q)
- Investor presentations
- Analyst reports
- Financial news sources
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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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