AGNC Investment Corp. (NASDAQ:AGNC) is included among 10 Best Monthly Dividend Stocks to Buy Now.
On January 28, Wells Fargo raised its price target for AGNC Investment Corp. (NASDAQ:AGNC) to $12 from $10 and maintained an Overweight rating. The firm noted that AGNC reported fourth-quarter core EPS of $0.35, which was below its estimate of $0.38 and consensus of $0.37. During the earnings call, management said the October and December rate cuts should support net spread and dollar earnings. Wells Fargo also believes that the prospects for additional Fed rate cuts in 2026 support agency MBS REITs and book value.
During the fourth quarter 2025 earnings call, President, CEO and Chief Investment Officer Peter Federico said the company ended the year on a strong note and delivered solid results throughout 2025. He noted that “AGNC’s 11.6% financial performance in the fourth quarter fueled our impressive full-year financial performance of 22.7%” and said the picture looks even better when shareholder returns are included. With dividends reinvested, AGNC’s total stock return reached 34.8% over the year, nearly double the S&P 500’s return.
Federico also said mortgage spreads remained relatively stable and described the investment environment as more favorable as the Federal Reserve adopted a more accommodative policy stance. In his opinion, these conditions leave AGNC “very well positioned to generate attractive risk-adjusted returns with a substantial return component for our shareholders.”
AGNC Investment Corp. (NASDAQ:AGNC) is an internally managed REIT that provides private capital to the U.S. real estate market. The company focuses on adding liquidity to the residential mortgage markets, helping to support housing financing and homeownership across the country.
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