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Upturn AI SWOT - About
AGNC Investment Corp (AGNCL)
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Upturn Advisory Summary
08/28/2025: 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 15.3% | Avg. Invested days 74 | 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 08/28/2025 |
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 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 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 government-sponsored entity (GSE), such as Fannie Mae, Freddie Mac, and Ginnie Mae.
Leadership and Structure
AGNC's leadership team includes Peter Federico (President and CEO) and Bernice Bell (EVP and CFO). The company operates with a board of directors that oversees its strategic direction.
Top Products and Market Share
Key Offerings
- Agency MBS Portfolio: AGNC's primary offering is the management of a large portfolio of agency MBS. Revenue is derived from the net interest margin between the yield on these assets and the cost of borrowing. Market share information is not directly attributable to a specific product. Competitors include other REITs focused on agency MBS investments (NLY, ARR).
Market Dynamics
Industry Overview
The agency MBS market is influenced by interest rates, mortgage origination volumes, and the Federal Reserve's monetary policy. Current conditions include fluctuating interest rates and uncertainty regarding the economic outlook.
Positioning
AGNC is a large player in the agency MBS market, leveraging its expertise and scale to generate returns for shareholders. Its competitive advantage lies in its experienced management team and efficient capital allocation.
Total Addressable Market (TAM)
The total addressable market for agency MBS is several trillion dollars. AGNC's positioning is within this large market, and it competes with other REITs for capital allocation within it.
Upturn SWOT Analysis
Strengths
- Experienced management team
- Large and diversified agency MBS portfolio
- High liquidity
- Established track record
- Efficient capital allocation
Weaknesses
- Interest rate sensitivity
- Reliance on leverage
- Vulnerability to prepayment risk
- External Management Structure
Opportunities
- Expansion of investment strategies
- Increased market volatility
- Favorable regulatory changes
- Distressed market opportunities
- Capital Raise at Premium
Threats
- Rising interest rates
- Increased competition
- Changes in government policy
- Economic downturn
- Prepayment acceleration
Competitors and Market Share
Key Competitors
- NLY
- ARR
- IVR
Competitive Landscape
AGNC competes with other REITs for capital and investment opportunities. Its advantages include its size and experience, while its disadvantages include its reliance on leverage.
Growth Trajectory and Initiatives
Historical Growth: AGNC's historical growth has been driven by its ability to deploy capital effectively and manage interest rate risk.
Future Projections: Future growth is dependent on market conditions and management's ability to generate returns in a challenging environment. Analyst estimates vary widely.
Recent Initiatives: Recent initiatives include adjustments to the portfolio to manage interest rate risk and maintain dividend levels.
Summary
AGNC Investment Corp. is a major player in the agency MBS market, leveraging its expertise to generate returns. The company faces challenges related to interest rate risk and market volatility. Management is focused on optimizing the portfolio and maintaining dividend levels. AGNC's long-term success depends on its ability to navigate a complex and ever-changing environment.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company filings, financial news sources
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice.
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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