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AGNC Investment Corp (AGNCL)
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Upturn Advisory Summary
12/03/2025: AGNCL (1-star) is currently NOT-A-BUY. Pass it for now.
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 16.95% | Avg. Invested days 69 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 12/03/2025 |
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) focused on investing in agency mortgage-backed securities (MBS) on a leveraged basis.
Core Business Areas
- Agency MBS Investments: AGNC invests primarily in residential mortgage-backed securities (MBS) 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.
- Risk Management: Actively manages interest rate risk and prepayment risk through hedging strategies.
Leadership and Structure
Peter Federico is the President and Chief Executive Officer. The company operates as a REIT and is structured to distribute substantially all of its taxable income to shareholders.
Top Products and Market Share
Key Offerings
- Agency Mortgage-Backed Securities (MBS): AGNC's primary 'product' is its portfolio of agency MBS. While direct market share is not applicable, the volume of AGNC's holdings influences market liquidity. Competitors: Annaly Capital Management (NLY), Invesco Mortgage Capital (IVR).
Market Dynamics
Industry Overview
The mortgage REIT industry is sensitive to interest rate fluctuations, prepayment speeds, and the overall health of the housing market. Changes in monetary policy significantly impact profitability.
Positioning
AGNC is a leading agency mortgage REIT. Competitive advantages stem from its scale, expertise in risk management, and access to capital.
Total Addressable Market (TAM)
The total addressable market is very large, corresponding to the total amount of US agency mortgage-backed securities. AGNC captures a small percentage of it and is heavily influenced by macro economic conditions. The mortgage REIT market is approximately $40 billion. AGNC is a large player in the industry.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Significant scale and liquidity
- Focus on agency MBS provides credit risk protection
- Active risk management strategies
Weaknesses
- Highly sensitive to interest rate volatility
- Reliance on leverage amplifies returns and losses
- Subject to prepayment risk
- External management structure
Opportunities
- Expansion into adjacent asset classes
- Capitalizing on market dislocations
- Increasing hedging efficiency
- Acquiring smaller competitors
Threats
- Rising interest rates
- Increased prepayment speeds
- Changes in government policy regarding housing finance
- Increased competition from other REITs
Competitors and Market Share
Key Competitors
- NLY
- IVR
- TWO
- ARR
Competitive Landscape
AGNC competes based on scale, expertise, and risk management capabilities. It differentiates itself through its focus on agency MBS and its active hedging strategies. Competitors operate with varying levels of leverage and diversification.
Growth Trajectory and Initiatives
Historical Growth: Growth is primarily driven by reinvestment of earnings and issuance of new equity. Growth is highly variable.
Future Projections: Future growth depends on management's ability to navigate interest rate cycles and manage risk effectively. Analyst estimates vary widely.
Recent Initiatives: AGNC focuses on efficient capital allocation, risk management improvements, and adapting to the evolving mortgage market landscape.
Summary
AGNC is a leading agency mortgage REIT sensitive to interest rate movements. Its strengths lie in its scale and risk management, but rising rates pose a significant threat. The company's dividend yield is attractive, but total shareholder returns are volatile. AGNC must continue to adapt to the changing mortgage market to maintain its competitive position.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q), Investor Presentations, Analyst Reports, Market Data Providers
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Financial data is 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 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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