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Upturn AI SWOT - About
AGNC Investment Corp (AGNCL)
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Upturn Advisory Summary
09/17/2025: AGNCL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit 14.93% | Avg. Invested days 76 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size ETF | Market Capitalization 0 USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 1.28 | 52 Weeks Range 22.10 - 26.10 | Updated Date 06/28/2025 |
52 Weeks Range 22.10 - 26.10 | Updated Date 06/28/2025 | ||
Dividends yield (FY) 7.74% | Basic EPS (TTM) - |
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 - | Forward PE - | Enterprise Value 75286994944 | Price to Sales(TTM) - |
Enterprise Value 75286994944 | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating 1013294001 |
Shares Outstanding - | Shares Floating 1013294001 | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
AGNC Investment Corp
Company Overview
History and Background
AGNC Investment Corp. was founded in 2008 and is headquartered in Bethesda, Maryland. It is a real estate investment trust (REIT) that invests primarily in agency mortgage-backed securities (MBS) on a leveraged basis.
Core Business Areas
- Agency Mortgage-Backed Securities (MBS) Investment: AGNC invests primarily 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, and Ginnie Mae.
Leadership and Structure
Peter Federico serves as President and CEO. The company operates with a traditional corporate structure, including a board of directors overseeing management.
Top Products and Market Share
Key Offerings
- Agency Mortgage-Backed Securities Portfolio: AGNC's primary offering is its portfolio of agency MBS. Market share data is less applicable in this context, as they're investors in MBS, not product manufacturers. Competitors are other REITs and institutional investors in MBS.
Market Dynamics
Industry Overview
The REIT industry, specifically those focused on mortgage-backed securities, is heavily influenced by interest rates, the yield curve, and monetary policy. The market is competitive, with numerous REITs vying for investment opportunities.
Positioning
AGNC is a large, established player in the agency MBS REIT space. Their competitive advantage lies in their scale, expertise in managing MBS portfolios, and access to capital markets.
Total Addressable Market (TAM)
The total addressable market is significant, encompassing the total outstanding balance of agency MBS. AGNC's positioning within this TAM is as a leveraged investor, seeking to generate returns from the spread between MBS yields and their cost of borrowing.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Large Scale and Liquidity
- Focus on Agency MBS (lower credit risk)
- Established track record
Weaknesses
- Sensitivity to Interest Rate Volatility
- High Leverage
- Reliance on Short-Term Funding
- External Management (previously)
Opportunities
- Expansion into related asset classes
- Increased demand for agency MBS
- Favorable changes in regulations
- Exploiting market inefficiencies
Threats
- Rising Interest Rates
- Changes in Monetary Policy
- Increased Competition
- Credit spread widening
Competitors and Market Share
Key Competitors
- NRZ
- ARR
- IVR
Competitive Landscape
AGNC competes with other REITs for investment opportunities in agency MBS. Competition is based on access to capital, management expertise, and risk management capabilities. AGNC's scale is a significant advantage.
Growth Trajectory and Initiatives
Historical Growth: AGNC's growth is largely tied to the agency MBS market and its ability to leverage its portfolio effectively.
Future Projections: Future growth projections depend on interest rate forecasts, MBS spreads, and AGNC's investment strategy. Analyst estimates are needed for specific projections.
Recent Initiatives: Recent initiatives may include adjustments to portfolio composition, hedging strategies, and capital management decisions.
Summary
AGNC is a large mortgage REIT specializing in agency MBS, offering high dividend yields but carries risks related to interest rate volatility and leverage. Its strength lies in its experience, scale, and focus on agency-backed securities. AGNC must carefully manage its interest rate exposure to ensure continued profitability.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings
- Industry Reports
- Financial News Outlets
Disclaimers:
This analysis is based on publicly available information and is for informational purposes only. It is not financial advice. Consult with a qualified financial advisor before making any investment decisions. Financial data placeholders require actual data retrieval.
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 2022-09-08 | 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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