Agency mortgage REITs duel to the dividend cut. There are 7 facing off. The top 3 are much better than the other 4. Valuations are important and awful. Deal with it.
In the latest trading session, AGNC Investment (AGNC) closed at $10.62, marking a +1.24% move from the previous day.
Bond market offers a fantastic buying opportunity vs. expensive equities. DMB (Muni Bonds) is recovering, raising dividends twice in 2025. AGNC (13.8% yield) earnings are stabilizing with potential upside.
AGNC and NLY are the dominant players in the mREIT sector, offering complementary strategies for income-focused portfolios. While AGNC offers a pure-play Agency MBS strategy with monthly dividends, NLY provides diversification through MSRs and credit risk exposure. Both companies are well-positioned to benefit from a potential Fed pivot, with double-digit yields offering substantial total return potential.
AGNC Investment offers an ultra-high dividend yield of 13.8%, making it an attractive option for investors seeking passive income. It invests in residential mortgages and is sensitive to interest rate fluctuations, which can impact its profitability and book value.
AGNC hits a 52-week high on easing mortgage conditions and portfolio shifts, but does the stock deserve a spot in your portfolio now? Let's check.
AGNC Investment (AGNC) reported earnings 30 days ago. What's next for the stock?
According to the Internal Revenue Service (IRS), passive income generally includes earnings from rental activity or any trade, business, or investment in which the individual does not materially participate.
AGNC's 14.2% yield, stronger liquidity, and a new $1B buyback plan highlight confidence as relatively lower mortgage rates ease pressure.
Well-run real estate investment trusts (or REITs) can be some of the best dividend stocks in your portfolio.
AGNC Investment Corp. is upgraded to a hold rating due to recent macroeconomic and company-specific catalysts. A steepened yield curve and lower cost of funds are expected to improve AGNC's profitability outlook. AGNC's aggressive capital raises have led to tangible book value erosion and elevated valuation risks, with P/TBV near decade highs.
AGNC Investment Corp. stands out among mREITs for its superior hedging, low expenses, and a significant premium to book value. AGNC's effective swap strategy gives it a cost-of-leverage edge over peers, justifying its premium and making it preferable for leveraged MBS exposure. AGNCZ, the 8.75% fixed-rate preferred stock, offers compelling risk-adjusted yield and strong common equity coverage, with superior call protection until 2030.