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Upturn AI SWOT - About
AGNC 
AGNC Investment Corp (AGNC)
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Upturn Advisory Summary
07/02/2025: AGNC (3-star) is a STRONG-BUY. BUY since 17 days. Profits (3.63%). 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 $9.45
1 Year Target Price $9.45
| 5 | Strong Buy |
| 4 | Buy |
| 6 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 11.72% | Avg. Invested days 54 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 07/02/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 9.53B USD | Price to earnings Ratio 25.94 | 1Y Target Price 9.45 |
Price to earnings Ratio 25.94 | 1Y Target Price 9.45 | ||
Volume (30-day avg) 15 | Beta 1.28 | 52 Weeks Range 7.55 - 9.99 | Updated Date 07/1/2025 |
52 Weeks Range 7.55 - 9.99 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 15.66% | Basic EPS (TTM) 0.36 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 80.48% | Operating Margin (TTM) 64.1% |
Management Effectiveness
Return on Assets (TTM) 0.56% | Return on Equity (TTM) 5.05% |
Valuation
Trailing PE 25.94 | Forward PE 5.61 | Enterprise Value 59124248576 | Price to Sales(TTM) 16.32 |
Enterprise Value 59124248576 | Price to Sales(TTM) 16.32 | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding 1020380032 | Shares Floating 1013294001 |
Shares Outstanding 1020380032 | Shares Floating 1013294001 | ||
Percent Insiders 0.39 | Percent Institutions 41.41 |
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) focused on investing in agency mortgage-backed securities (MBS) on a leveraged basis. Initially capitalized to take advantage of distressed mortgage assets, it has grown into a leading agency MBS investor.
Core Business Areas
- Agency MBS Investments: AGNC invests primarily in residential mortgage-backed securities for which the principal and interest payments are guaranteed by a U.S. Government agency or U.S. Government-sponsored entity (GSE), such as Fannie Mae, Freddie Mac, or Ginnie Mae. It also has small percentage of non-agency residential mortgage-backed securities, commercial mortgage-backed securities, and other investments.
Leadership and Structure
The leadership team includes Peter Federico (President and CEO). The organizational structure is that of a REIT, with a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Agency MBS: AGNC's primary offering is investment in Agency MBS. As an REIT, AGNC's revenue is generated by the net interest margin between its asset yields (from MBS holdings) and its funding costs (from repurchase agreements and other borrowings). Market share data specifically for Agency MBS investors is less readily available than for broader asset management categories. Competitors include other REITs and institutional investors with similar investment strategies.
Market Dynamics
Industry Overview
The agency MBS market is influenced by interest rates, monetary policy, housing market conditions, and the actions of government agencies. The industry is highly sensitive to interest rate fluctuations and changes in the yield curve.
Positioning
AGNC is one of the largest and most established agency MBS REITs. Its competitive advantages include its scale, expertise in MBS investing, and active risk management practices. It maintains a sizable portfolio and actively hedges interest rate risk.
Total Addressable Market (TAM)
The total addressable market is the total value of agency MBS outstanding, which is in the trillions of dollars. AGNC is positioned to capitalize on this vast market by leveraging its expertise and capital to generate returns through spread investing.
Upturn SWOT Analysis
Strengths
- Large scale and established market presence
- Expertise in agency MBS investing
- Active risk management and hedging strategies
- Experienced management team
Weaknesses
- High sensitivity to interest rate fluctuations
- Reliance on repurchase agreements for funding
- Exposure to changes in government policy
- Highly leveraged business model
Opportunities
- Potential to increase portfolio size as the agency MBS market grows
- Ability to capitalize on market dislocations and volatility
- Expansion into related asset classes
- Refinancing its current investments with more favorable terms
Threats
- Rising interest rates
- Changes in monetary policy by the Federal Reserve
- Increased competition from other REITs and institutional investors
- Changes in government regulations affecting the agency MBS market
Competitors and Market Share
Key Competitors
- NLY
- IVR
- ARR
- TWO
Competitive Landscape
AGNC competes with other mortgage REITs for capital and investment opportunities. Its competitive advantages include its scale and expertise, but it also faces challenges from smaller, more nimble competitors and larger institutional investors.
Growth Trajectory and Initiatives
Historical Growth: AGNC's growth has been driven by the expansion of its agency MBS portfolio and active management of its funding costs. The growth has varied as well as the performance.
Future Projections: Future growth projections depend on factors such as interest rate trends, government policy, and the overall health of the housing market. Analyst estimates should be reviewed to get insight.
Recent Initiatives: Recent initiatives may include strategic portfolio adjustments, hedging activities, and efforts to optimize funding costs.
Summary
AGNC Investment Corp. is a leading agency MBS REIT that benefits from its scale and expertise. It's sensitive to interest rate changes, requiring active risk management. Future performance depends on the interest rate environment and regulatory landscape, although dividends look promising. AGNC has had solid shareholder returns but is very cyclical.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AGNC Investment Corp. Investor Relations
- SEC Filings
- Analyst Reports
- Company Press Releases
Disclaimers:
This analysis is based on available information and is not financial advice. Investment decisions should be based on individual circumstances and thorough due diligence.
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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