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Upturn AI SWOT - About
AGNC Investment Corp (AGNCL)
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Upturn Advisory Summary
06/30/2025: 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.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 13.44% | Avg. Invested days 87 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
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 - |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
AGNC Investment Corp
Company Overview
History and Background
AGNC Investment Corp. was founded in 2008 as a real estate investment trust (REIT) focused on agency mortgage-backed securities (MBS). It went public the same year and has since grown into a leading player in the mortgage REIT sector.
Core Business Areas
- Agency MBS Investments: AGNC invests primarily in agency MBS, which are securities guaranteed by U.S. government-sponsored enterprises (GSEs) such as Fannie Mae and Freddie Mac, as well as Ginnie Mae. These securities are backed by residential mortgages.
- Risk Management: AGNC uses a variety of strategies to manage its interest rate risk, including hedging with interest rate swaps, swaptions, and other derivative instruments. They also manage prepayment risk.
Leadership and Structure
AGNC Investment Corp. is led by Peter Federico as President and Chief Executive Officer. The company has a board of directors overseeing its operations and strategic direction. It operates as a REIT, meaning it must distribute a significant portion of its taxable income to shareholders as dividends.
Top Products and Market Share
Key Offerings
- Agency Mortgage-Backed Securities (MBS): AGNC's primary product is its investment in agency MBS. They generate revenue from the difference between the interest income they earn on these securities and their borrowing costs. Market share is difficult to determine as it relates to investments in the entire agency MBS market. Competitors include other mortgage REITs that invest in similar securities. Exact revenue breakdown is proprietary and hard to come by.
Market Dynamics
Industry Overview
The mortgage REIT industry is influenced by interest rates, mortgage rates, and housing market conditions. Changes in these factors can impact the value of mortgage-backed securities and the profitability of mortgage REITs.
Positioning
AGNC is one of the largest agency mortgage REITs, known for its focus on high-quality agency MBS and its active risk management strategies. Its competitive advantage lies in its scale, experience, and expertise in navigating the complex mortgage market.
Total Addressable Market (TAM)
The total addressable market for agency MBS is in the trillions of dollars. AGNC's position is strong within this market, with a significant portfolio of agency MBS.
Upturn SWOT Analysis
Strengths
- Large portfolio of agency MBS
- Experienced management team
- Active risk management strategies
- High dividend yield
Weaknesses
- Sensitivity to interest rate changes
- Reliance on short-term borrowings
- Prepayment risk
- External management structure
Opportunities
- Expansion into other types of mortgage-related assets
- Increased demand for agency MBS
- Strategic acquisitions
- Utilizing technology for better risk assessment
Threats
- Rising interest rates
- Increased competition
- Changes in government regulations
- Economic downturn impacting housing market
Competitors and Market Share
Key Competitors
- NRZ
- IVR
- ARR
- TWO
Competitive Landscape
AGNC's advantages include its size, experience, and focus on agency MBS. Disadvantages may include its reliance on short-term borrowings and sensitivity to interest rate changes. Competitors such as NRZ and IVR have different strategies and risk profiles.
Growth Trajectory and Initiatives
Historical Growth: AGNC's growth has been driven by its ability to deploy capital effectively in the agency MBS market and manage risk. Growth rates vary depending on market conditions and the company's strategic decisions.
Future Projections: Analyst estimates for AGNC's future growth depend on factors such as interest rate expectations, housing market outlook, and the company's ability to generate earnings and maintain its dividend. Analyst reports from firms like BofA Securities, J.P. Morgan, and Wells Fargo should be referenced for projections.
Recent Initiatives: Recent initiatives may include adjustments to its portfolio composition, hedging strategies, and capital allocation decisions to adapt to changing market conditions.
Summary
AGNC Investment Corp. is a large agency mortgage REIT with a focus on generating income through investments in agency MBS. Its success hinges on effectively managing interest rate and prepayment risk. The company benefits from its scale and expertise but faces challenges from rising interest rates and changing regulations. Maintaining a stable dividend payout is key for shareholder value. The company needs to watch out for economic downturns that hurt the housing market.
Peer Comparison
Sources and Disclaimers
Data Sources:
- AGNC Investment Corp. Investor Relations
- SEC Filings (10-K, 10-Q)
- Analyst Reports (e.g., BofA Securities, J.P. Morgan, Wells Fargo)
- Company websites of competitors (e.g., NRZ, IVR)
Disclaimers:
This analysis is based on publicly available information and is not financial advice. Market conditions are dynamic, and actual results may vary. Investment decisions should be based on thorough research and consultation with a financial advisor.
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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