Real Estate Investment Trusts · SIC 6798

AGNC Investment Corp.

AGNCM

Watch

Latest revenue

$675.0M

as of 2025-12-31

Latest net income

$1.67B

as of 2025-12-31

Net margin

247.4%

as of 2025-12-31

7.8
of 10

ActaClear Score

Above avg
#18 of 287 in Real Estate Investment Trusts
+0.0 · 2d
Profitability·25%
9.3
Growth·15%
1.8
Value·20%
7.7
Quality·20%
9.5
Momentum·20%
8.7

Computed from 5 years of SEC fundamentals + latest market data, ranked within Real Estate Investment Trusts (287 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.

1.96
Price / FV

Fair value · DCF

Deeply overvalued
~49% downside at this growth
-4.4% / yr
-5%30%
Terminal growthWACC 9.8% · 10y forecast
Market-implied growth at today's price: 5.1% / yrfor 10 years, holding WACC 9.8% and terminal 2.5%.
Current price
$25.14
DCF fair value
$12.80
FCF base (last FY)
$1.67B
Net debt
$-394.00M

DCF: 10-year forecast of free cash flow, discounted at the company's WACC, with a Gordon-growth terminal at year 10. FCF is proxied by last fiscal-year net income (proper FCF needs CFO − CapEx by year, which we don't store yet). Drag the slider to test your own growth thesis — the dominant assumption in any DCF is what comes next, not what the math does with it. Beta defaults to 1.0 when not reported.

Historical multiples

How does AGNCM's current valuation compare to its own past?

Current P/E
17.3×
Own 5y average
66.2×
Own 5y median
36.7×
vs. own average
-74%
Industry 5y avg P/E
33.2×
Median P/E across the top 40 peers in Real Estate Investment Trusts by market cap, then averaged across 5 years.
vs. industry
-48%
PEG (this co.)
5y revenue CAGR
-4.4%
Industry PEG
4.54
Industry 5y avg growth
7.3%
Solid: this company. Dotted: industry median.
Dashed flat: own 5y avg.
Coloured dot at right: current P/E.

P/E uses year-end weekly close ÷ (net income ÷ shares outstanding today). Held shares constant at today's count, which understates the per-share earnings improvement from buybacks over the period. PEG uses 5y revenue CAGR as a proxy for EPS growth — close, but not identical (margin expansion or dilution can drive a wedge). Best read as a comparator across companies and industries, not as a precise replica of historical multiples.

Community sentiment

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Price · 5Y

-0.9% / yr 20.5 pts / yr vs S&P 500 4.2% total
Compare:

Live market

delayed ≤15 min
$25.14
Market cap
$28.86B
Enterprise value
$28.37B
P/E (trailing)
17.3×
Forward P/E
P/B
2.37×
Dividend yield
8.7%
52-wk high
$25.36
52-wk low
$23.63
Beta
Shares out
1.15B

5-year trend

What this company does

AI

Item 1. Business AGNC Investment Corp. ("AGNC," the "Company," "we," "us" and "our") was organized on January 7, 2008 and commenced operations on May 20, 2008 following the completion of our initial public offering. Our common stock is traded on The Nasdaq Global Select Market under the symbol "AGNC." We are a leading provider of private capital to the U.S. housing market, enhancing liquidity in the residential real estate mortgage markets and, in turn, facilitating home ownership in the U.S. We invest primarily in Agency residential mortgage-backed securities ("Agency RMBS") on a leveraged basis. These investments consist of residential mortgage pass-through securities and collateralized…

AI summary unavailable — showing raw filing excerpt

Generated from AGNCM's filing dated 2026-02-23

Key risks

AI

Item 1A. Risk Factors You should carefully consider the risks described below and all other information contained in this Annual Report on Form 10-K, including our annual consolidated financial statements and the related notes thereto before deciding to purchase our securities. Any of the following risks could materially affect our business, financial condition or results of operations. If that happens, the trading price of our securities could decline, and you may lose all or part of your investment. The risks and uncertainties described below are not the only ones facing us. Additional risks and uncertainties not presently known to us, or not presently deemed material by us, may also…

AI summary unavailable — showing raw filing excerpt

Generated from AGNCM's filing dated 2026-02-23

Profitability

Net margin

247.4%

94.8%

Return on equity

13.5%

28.9%

Return on assets

1.5%

48.0%

Leverage

Debt / equity

8.29×

14.2%

Long-term debt / equity

0.00×

41.7%

Debt / assets

89.2%

1.5%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$-148.0M-396.0%

Q4 2025

2025-12-31

$994.0M+714.8%

Q3 2025

2025-09-30

$716.0M+106.9%

Q2 2025

2025-06-30

$-90.0M-87.5%

Q1 2025

2025-03-31

$50.0M-88.7%

Q4 2024

2024-12-31

$122.0M

Q3 2024

2024-09-30

$346.0M+234.6%

Q2 2024

2024-06-30

$-48.0M-135.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Real Estate Investment Trusts · SIC 6798

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Insider activity

No insider transactions on file for AGNCM in the last 12 months.

Source: SEC Form 4 filings. Backfill runs nightly.

Who owns AGNCM

Institutional value

$244.3K

Total shares held

9.9K

Distinct holders

1

+0 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1KELLEHER FINANCIAL ADVISORS9.9K$244.3K+148 (+1.5%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once AGNCM's latest filing finishes processing.

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Latest filing impact
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