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AGNC Investment Corp (AGNCL)
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Upturn Advisory Summary
11/05/2025: 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 11/05/2025 |
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 as a real estate investment trust (REIT) focused on agency mortgage-backed securities (MBS). It went public shortly after its inception and has since grown to become a leading player in the agency MBS market.
Core Business Areas
- Agency Mortgage-Backed Securities (MBS): AGNC invests primarily in agency MBS, which are residential mortgage-backed securities 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.
- Other Investments: AGNC may also invest in other types of mortgage-related securities, including credit risk transfer (CRT) securities and other real estate-related assets, although agency MBS comprise the vast majority of its portfolio.
Leadership and Structure
The company is led by its Chief Executive Officer and a team of senior executives. AGNC operates as a REIT, meaning it is structured to distribute a significant portion of its taxable income to shareholders in the form of dividends.
Top Products and Market Share
Key Offerings
- Agency Mortgage-Backed Securities (MBS): AGNC invests in agency MBS, which are bundles of mortgages guaranteed by government-sponsored entities. These securities provide income based on the mortgage payments received. Market share data is difficult to pinpoint as AGNC actively trades these assets. The competitors include Annaly Capital Management (NLY), and Invesco Mortgage Capital (IVR).
Market Dynamics
Industry Overview
The agency MBS market is influenced by interest rates, mortgage origination volumes, and government policy. The industry is generally considered stable due to the government guarantee on the securities.
Positioning
AGNC is a leading player in the agency MBS market, known for its active portfolio management and high dividend yield. Its competitive advantage lies in its scale and expertise in managing a large portfolio of agency MBS.
Total Addressable Market (TAM)
The TAM is in the trillions of dollars, representing the total value of outstanding agency MBS. AGNC is positioned to capitalize on this market through its portfolio management strategy.
Upturn SWOT Analysis
Strengths
- Experienced Management Team
- Large Scale and Liquidity
- High Dividend Yield
- Focus on Agency MBS (lower credit risk)
Weaknesses
- Sensitivity to Interest Rate Changes
- Reliance on Leverage
- External Management Structure (previously)
- Potential for Dividend Cuts
Opportunities
- Increased Investment in Higher-Yielding MBS
- Expansion into Other Mortgage-Related Assets
- Capitalizing on Market Volatility
- Growing demand for housing
Threats
- Rising Interest Rates
- Changes in Government Policy
- Increased Competition
- Economic Downturn
Competitors and Market Share
Key Competitors
- NLY
- IVR
- TWO
Competitive Landscape
AGNC competes with other REITs and institutional investors in the agency MBS market. Its competitive advantage lies in its scale, expertise, and efficient management of its portfolio.
Growth Trajectory and Initiatives
Historical Growth: AGNC's growth has been driven by its ability to effectively manage its portfolio of agency MBS and generate consistent income.
Future Projections: Future growth is dependent on market conditions, interest rates, and AGNC's ability to adapt to changing conditions.
Recent Initiatives: AGNC is focused on managing its interest rate risk and optimizing its portfolio for long-term performance.
Summary
AGNC Investment Corp is a major player in the agency MBS market, known for its high dividend yield. Its sensitivity to interest rate fluctuations poses a risk, but its experienced management and large scale offer competitive advantages. AGNC needs to carefully manage its leverage and adapt to changing market conditions to maintain its performance. The company's focus on agency-backed securities provides a degree of safety due to the government guarantee.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Investor Presentations
- Financial News Outlets
Disclaimers:
This analysis is for informational purposes only and should not be considered investment advice. Market conditions can change rapidly, and past performance is not indicative of future results.
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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