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AGNC

AGNC Investment Corp.

AGNC

NASDAQ·Real Estate·REIT - Mortgage·Mkt cap $12.2B

$10.65

-0.09%

P/E

5.41

Mkt Cap

$12.2B

52-Wk Range

$9.63–$12.19

52-Week Range

$9.63 - $12.19

P/E

5.41

Fwd P/E

6.75

Beta

1.30

Div Yield

13.52%

Avg Vol

16.3M

Shares Out

1.1B

Mkt Cap

$12.2B

Price action

Price chart

Up 3.0% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • Government guarantee backing on mortgage securities reduces credit risk
  • Substantial scale and expertise in mortgage REIT operations
  • High dividend yield distribution model attracts income-focused investors
  • Access to efficient repurchase agreement financing markets

Bear Case

1 risk

  • Average volatility.

Growth

Strong growth ahead

Fluctuations in mortgage rates creating portfolio optimization opportunities

Value

Valued in line with Mortgage REITs peers (0.9x).

Momentum

Strong

+5.3% over 3m

Quality

Excellent

High-growth business (358% revenue growth, 76% gross margin). Profitable with strong growth momentum.

Dividend

High yield

13.52% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 19, 2026

Q3 26 RECAP

JUL 20, 2026

Reported EPS of $0.40 vs $0.38 consensus (+5.1% surprise). Revenue of $1.0B vs $1.1B expected (-3.9%).

EPS beat +5.1%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Estimate

Actual

Q3 26

+5.1%

Revenue trend · last 8Q

-70%

+246%

-55%

+358%

-100%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

-$534.0M

$2.8B

-$407.0M

$289.0M

$779.0M

$1.3B

$1.1B

$0

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

3 analysts · 67% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

2

67%

Hold

1

33%

Sell

0%

Median Price Target

Latest: Piper Sandler · Jul 2, 2026

vs Industry

How AGNC stacks vs REIT - Mortgage

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.