AGNC Investment

AGNC

Market cap $12.4B

AGNC Investment (AGNC) closed at $11.57 in the latest trading session, marking a +1.94% move from the prior day.

BETHESDA, Md., Jan. 14, 2026 /PRNewswire/ -- AGNC Investment Corp. (Nasdaq: AGNC) announced today that its Board of Directors elected Dr. Morris Davis to the Board effective January 12, 2026.

AGNC Investment and Ares Capital offer very attractive dividend yields that appeal to income-focused investors. AGNC invests primarily in mortgage-backed securities (MBSs) while Ares Capital is a business development company (BDC) that lends to middle-market companies.

BETHESDA, Md., Jan. 12, 2026 /PRNewswire/ -- AGNC Investment Corp. (Nasdaq: AGNC) ("AGNC" or the "Company") announced today it will report fourth quarter 2025 earnings after market close on January 26, 2026.

BETHESDA, Md., Jan. 8, 2026 /PRNewswire/ -- AGNC Investment Corp. (Nasdaq: AGNC) announced today that its Board of Directors has declared a cash dividend of $0.12 per share of common stock for January 2026.

Normalization of the yield curve improves my outlook for mREITs, and I consider Rithm Capital a better-rounded package than AGNC Investment. Despite lower its yield, RITM is an overall a better mREIT idea than AGNC due to lower leverage, stronger ROE, more attractive P/E ratios, and better covered payouts. AGNC's higher 12.9% yield and monthly payouts are surely appealing. But its payout ratio (93%) and ROE (8.18%) raise sustainability concerns compared to RITM.

AGNC owns government-guaranteed mortgage-backed securities  financed by shorter-term borrowing, benefiting from a positive yield curve. AGNC's preferred stock issues have much higher dividend coverage ratios than the common. AGNCZ offers a fixed yield around 8.6% and call protection until 2030, earning a Buy rating.

AGNC Investment is a mortgage REIT. The stock offers a huge 13% dividend yield.

In the most recent trading session, AGNC Investment (AGNC) closed at $11.07, indicating a +1.28% shift from the previous trading day.

I trimmed positions in NVDA and AMD due to valuation concerns and overexposure, favoring BDCs like ARCC, OBDC, and HTGC for yield. November dividend income reached a record $653, up 5% Y/Y, with BDCs now comprising 33% of total dividends despite potential sector-wide dividend cuts. My 2025 target is $11,000 in annual net dividends (8% growth), with flexibility to raise capital for real estate or travel if opportunities arise.