marinzolich/iStock via Getty Images AGNC Investment Corp. (NASDAQ:AGNC) reported its 2nd quarter results, announcing expected numbers amidst the bouncing and noisy financial markets. In the report, the company noted that NAV, net asset value, dropped once again from the almost predictable noise experienced during the quarter, falling from $8.85 to $8.40. Obviously, the bond markets haven't been stable in the last three years, experiencing more extreme noise from inflation signaling high rates than follo ...

Dividend Stocks Overview - Dividend stocks have historically outperformed non-payers, generating an average annual return of 9.17% over the last 50 years, compared to 4.27% for non-payers [2] - Dividend stocks were 6% less volatile than the S&P 500 over the same period, while non-payers were 18% more volatile [2] - High-yielding dividend stocks can sometimes be risky, as declining share prices can create unsustainable yields [3] AGNC Investment - AGNC Investment is a mortgage REIT with a current yield of 13.97% [5] - The company has delivered double-digit yields in 13 of the last 14 years [5] - AGNC's business model involves borrowing at low short-term rates to invest in higher-yielding long-term assets like mortgage-backed securities (MBS) [5] - The company is highly sensitive to interest rate changes and the velocity of those changes [5] - AGNC's performance is expected to improve as the Federal Reserve begins a rate-easing cycle, which should lower short-term borrowing costs and expand net interest margins [6][7] - AGNC's investment portfolio is primarily composed of agency MBS, with only $1 billion of its $66 billion portfolio in riskier assets, providing added protection against defaults [8] PennantPark Floating Rate Capital - PennantPark Floating Rate Capital is a small-cap BDC with a current yield of 11.15% [9] - The company focuses on investing in the debt of middle-market companies, with $1.45 billion of its $1.66 billion portfolio tied to debt securities [9] - Rising interest rates have benefited PennantPark, increasing the weighted average yield on its debt investments from 7.4% to 12.1% since September 2021 [10] - The company's debt portfolio is entirely variable-rate, allowing it to benefit from the Fed's rate hikes [11] - PennantPark has a low delinquency rate of 1.5% on a cost basis, reflecting strong vetting processes and principal protection [11] - The company's portfolio is highly diversified, with investments spread across 151 companies, ensuring no single investment is critical to its success [12] Investment Strategy - Investing $9,555 equally in AGNC Investment and PennantPark Floating Rate Capital could generate $100 in monthly dividend income, given their combined average yield of 12.56% [4]

It's not too late to buy 14%-plus-yielding AGNC Investment, but you'd better know why you're buying it or you could end up getting burned.AGNC Investment (AGNC -0.48%) is not an easy stock to understand. It's often viewed as an income investment because of its huge 14%-plus dividend yield. Only dividend investors have been let down by the company's long string of dividend cuts. You need to take a different view of AGNC if you want to buy it. Here's what you need to know about this niche real estate investme ...

A month has gone by since the last earnings report for AGNC Investment (AGNC) . Shares have lost about 1.9% in that time frame, underperforming the S&P 500.Will the recent negative trend continue leading up to its next earnings release, or is AGNC Investment due for a breakout? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at its most recent earnings report in order to get a better handle on the important drivers. AGNC Investment Q2 Earnings Meet, Asset Yiel ...

t_kimura By Scott Kennedy, produced with Colorado Wealth Management Fund. AGNC Commentary Quarterly BV Fluctuation: Minor Underperformance (1.7% - 1.8% Variance). Net Spread and Dollar Roll Income (Expense) (Core Earnings/EAD Equivalent): Minor - Modest Underperformance (Low End of Range). A bit of an underperforming quarter regarding AGNC Investment’s (NASDAQ:AGNC) BV in my opinion (nothing overly “alarming”). AGNC recorded a minor - modest quarterly BV decrease versus my projected minor decrease. ...

AGNC Investment Corp.’s (AGNC) active portfolio-management strategy will help it navigate the current monetary policy transition. However, market conditions are likely to remain challenging in the near term, with monetary policy tightening, whereas spread widening may affect book value.AGNC is operating in a more defensive position with significant hedge protection due to market volatility. AGNC repositioned certain credit-focused holdings, trimmed its non-agency portfolio and increased exposure to higher-c ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-34057 AGNC INVESTMENT CORP. (Exact name of registrant as specified in its charter) _________________________________________________________ Delaware 26-1701984 (State or Oth ...

AGNC Investment Corp. (AGNC) stock rallied 11.8% in the past three months. The company’s shares have outpaced the 7.6% rally registered by the industry it belongs to and 9.2% growth of the Zacks S&P 500 composite.Three Months Price PerformanceImage Source: Zacks Investment ResearchThis publicly-traded mortgage real estate investment trust (mREIT) company offers favorable long-term stockholder returns with a huge dividend yield, which may compel many investors to buy the stock. However, the stock experienced ...

AGNC Investment (AGNC) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Shares of this real estate investment trust have returned +3.3% over the past month versus the Zacks S&P 500 composite's +1.1% change. The Zacks REIT and Equity Trust industry, to which AGNC Investment belongs, has gained 5.1% over this period. Now the key question is: Where could the stock be headed in the n ...

Sometimes, the best thing an investor can do to protect their portfolio is to sell an overpriced stock. Knowing which dividend stocks to sell is just as important as knowing which ones to buy. Holding onto overpriced or risky investments can drag down your overall returns in the long run.It’s important to be proactive with your investments and be ready to sell any stock that may no longer belong in your portfolio. Whether due to declining performance, financial instability, or shifting market dynamics, iden ...