UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(D) OF THE SECURITIES EXCHANGE ACT OF 1934 For the year ended December 31, 2025 OR (I.R.S. Employer Identification No.) 7373 Wisconsin Avenue, 22nd Floor Bethesda, Maryland 20814 (Address of principal executive offices) (301) 968-9315 (Registrant's telephone number, including area code) Securities registered pursuant to Section 12(b) of the Act: Title of Each Class Trading Symbol(s) ...

Exhibit 99.1 FOR IMMEDIATE RELEASE January 26, 2026 CONTACT: Investors - (301) 968-9300 Media - (301) 968-9303 AGNC INVESTMENT CORP. ANNOUNCES FOURTH QUARTER 2025 FINANCIAL RESULTS Bethesda, MD - January 26, 2026 - AGNC Investment Corp. ("AGNC" or the "Company") (Nasdaq: AGNC) today announced financial results for the quarter ended December 31, 2025. FOURTH QUARTER 2025 FINANCIAL HIGHLIGHTS 2025 FULL YEAR HIGHLIGHTS 1. Represents a non-GAAP measure. Please refer to the Reconciliation of GAAP Comprehensive I ...

Core Viewpoint - AGNC Investment offers a significantly higher dividend yield of 13.5% compared to Realty Income's 5.7%, but Realty Income is considered the better choice for investors seeking reliable and sustainable income streams [2][12]. Group 1: Investment Goals - Investors should define their goals before purchasing stocks, particularly focusing on generating substantial and sustainable income to cover living expenses [3]. - The challenge lies in finding companies that can maintain or grow their dividends over the long term, rather than just seeking high yields [5]. Group 2: Dividend Stability - AGNC Investment's dividend has been highly volatile, while Realty Income has demonstrated stability with a consistently rising dividend for three decades [8]. - Realty Income is designed to provide a reliable and growing dividend stream, making it more suitable for those needing dividends to supplement retirement income [12]. Group 3: Company Profiles - AGNC Investment operates by managing a portfolio of mortgages pooled into bond-like securities, focusing on maximizing total returns [9]. - Realty Income is a traditional property-owning REIT, primarily focused on single-tenant properties under net lease agreements, with a diverse portfolio across the U.S. and Europe [11]. Group 4: Yield Comparison - Realty Income's 5.7% yield is attractive compared to the S&P 500's 1.1% and the average REIT yield of 3.9%, despite being lower than AGNC's yield [12]. - AGNC's high yield may indicate potential risks, including the likelihood of dividend cuts, which are common in the mREIT sector [13].

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 September 30, 2025 ☐ 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 O ...

In this article we catch up on the preferreds sector. Specifically, we highlight performance and yields across various types of assets and sub-sectors. We also discuss the outlook for the sector, relative value, and opportunities.ADS Analytics is a team of analysts with experience in research and trading departments at several industry-leading global investment banks. They focus on generating income ideas from a range of security types including: CEFs, ETFs and mutual funds, BDCs as well as individual prefe ...

Exhibit 99.1 FOR IMMEDIATE RELEASE October 20, 2025 CONTACT: Investors - (301) 968-9300 Media - (301) 968-9303 AGNC INVESTMENT CORP. ANNOUNCES THIRD QUARTER 2025 FINANCIAL RESULTS Bethesda, MD - October 20, 2025 - AGNC Investment Corp. ("AGNC" or the "Company") (Nasdaq: AGNC) today announced financial results for the quarter ended September 30, 2025. THIRD QUARTER 2025 FINANCIAL HIGHLIGHTS OTHER THIRD QUARTER HIGHLIGHTS • $0.78 comprehensive income per common share, comprised of: ◦ $0.72 net income per comm ...

Financial Performance - AGNC reported a total comprehensive loss of $(0.13) per diluted common share for Q2 2025, with an economic return of -1.0% on tangible common equity [128]. - The economic return for the first half of 2025 was 1.4%, consisting of $0.72 in dividends per common share [128]. - Net income available to common stockholders for the three months ended June 30, 2025, was a loss of $178 million, compared to a loss of $80 million in the same period of 2024 [154]. - Comprehensive income available to common stockholders for the six months ended June 30, 2025, was a loss of $22 million, compared to a gain of $237 million in the same period of 2024 [154]. - Economic interest income for the three months ended June 30, 2025, was $973 million, up 26% from $774 million in the same period of 2024 [161]. - Total gain on investment securities for the six months ended June 30, 2025, was $1,172 million, compared to a loss of $1,033 million in 2024 [185]. Investment Portfolio - The investment portfolio increased by $3.4 billion to $82.3 billion as of June 30, 2025, with tangible "at risk" leverage of 7.6x [129]. - As of June 30, 2025, the investment portfolio totaled $82.3 billion, up from $73.3 billion as of December 31, 2024 [137]. - The total investment securities amounted to $82.2 billion at fair value as of June 30, 2025, compared to $73.2 billion at the end of 2024 [137]. - The fair value of Agency RMBS increased to $73.3 billion as of June 30, 2025, compared to $65.5 billion at the end of 2024 [137]. - The average investment portfolio increased by 21% for the three months ended June 30, 2025, primarily due to an increase in the capital base [166]. Interest Rates and Yields - The 30-Year Mortgage Rate was 6.67% as of June 30, 2025, reflecting an increase of 7 basis points from the previous quarter [137]. - The weighted average yield on investment securities (excluding TBA and forward settling securities) was 4.92% as of June 30, 2025, compared to 4.77% at the end of 2024 [140]. - The average coupon for fixed-rate Agency RMBS and TBA securities was 5.13% as of June 30, 2025, compared to 5.02% at the end of 2024 [137]. - The average asset yield for the three months ended June 30, 2025, was 4.87%, up from 4.69% in 2024 [182]. - The average interest rate on mortgage borrowings decreased by 97 basis points for the three months ended June 30, 2025, due to lower short-term interest rates [176]. Capital and Leverage - The liquidity position improved to $6.4 billion in unencumbered cash and Agency RMBS, representing 65% of tangible equity, up from 63% in the previous quarter [129]. - The tangible net book value "at risk" leverage ratio was 7.6x as of June 30, 2025, compared to 7.2x as of December 31, 2024 [191]. - The average stockholders' equity for the three months ended June 30, 2025, was $10,118 million, compared to $8,481 million in the same period of 2024, indicating a growth of 19% [154]. - The company had an aggregate repurchase price of $1.0 billion authorized for repurchase of common stock through December 31, 2026 [210]. Economic Interest and Expenses - Economic interest expense for the three months ended June 30, 2025, was $516 million, with a cost of funds of 2.86% [172]. - Total economic interest expense increased by $224 million for the three months ended June 30, 2025, compared to the prior year [178]. - Interest rate swap periodic income for the six months ended June 30, 2025, was $575 million, down from $1,030 million in 2024 [183]. - The average interest rate swap pay-fixed rate was 1.94% for the three months ended June 30, 2025, compared to 1.18% in the prior year [181]. Market Conditions - The yield on the 10-year U.S. Treasury fluctuated by more than 100 basis points during Q2 2025, contributing to significant market volatility [123]. - Statements from key policymakers reaffirmed the government's commitment to preserving the credit quality of Agency RMBS, which is expected to contribute to tighter mortgage spreads over time [126]. - The target federal funds rate remained stable at 4.50% as of June 30, 2025, unchanged from the previous quarter [133]. Risk Management - The company actively manages counterparty risk by monitoring collateral positions and limiting counterparties to registered clearinghouses and regulated financial institutions [207]. - The maximum amount at risk with any repurchase agreement counterparties was less than 2% of tangible stockholders' equity as of June 30, 2025 [208]. - The company does not maintain relationships with unconsolidated entities or financial partnerships for off-balance sheet arrangements as of June 30, 2025 [211]. Forward-Looking Statements - Forward-looking statements are based on management's assumptions and involve risks and uncertainties that could cause actual results to differ materially [213]. - The company cautions against placing undue reliance on forward-looking statements, which are subject to change and not updated after the date made [214].

Financial Performance - Comprehensive loss per common share for Q2 2025 was $(0.13), consisting of $(0.17) net loss and $0.05 other comprehensive income[4] - Net income (loss) for the quarter was $(140) million, a decrease from $50 million in the previous quarter, indicating a significant decline[34] - The company reported a net income (loss) available to common stockholders of $(178) million for the quarter, compared to $15 million in the previous quarter[34] - Comprehensive income (loss) for the quarter was $(92) million, down from $143 million in the previous quarter, reflecting a decrease of 164.3%[34] - Economic return on tangible common equity for the quarter was -1.0%, driven by $0.36 dividends and a $(0.44) decrease in tangible net book value[6] Dividends and Shareholder Returns - Dividends declared per common share for the second quarter totaled $0.36[4] - Dividends declared per common share remained stable at $0.36 for the last four quarters[34] - AGNC Investment Corp. has paid over $14 billion in common stock dividends since its inception, indicating a strong commitment to returning value to shareholders[49] Asset and Equity Metrics - Tangible net book value per common share decreased to $7.81, a decline of $(0.44) or -5.3% from $8.25 as of March 31, 2025[4] - Average stockholders' equity grew to $10,118 million in Q2 2025, compared to $9,935 million in Q1 2025, marking an increase of 1.8%[41] - Total assets increased to $102,021 million as of June 30, 2025, up from $95,889 million in the previous quarter, representing an increase of 1.18%[32] - Total liabilities increased to $91,674 million as of June 30, 2025, compared to $85,847 million in the previous quarter, an increase of 4.3%[32] Investment Portfolio - The investment portfolio as of June 30, 2025, was $82.3 billion, with $73.3 billion in Agency MBS[4] - The company primarily invests in Agency residential mortgage-backed securities (Agency MBS), which are backed by guarantees from Fannie Mae, Freddie Mac, or Ginnie Mae[48] - Total investment securities at fair value increased to $73,979 million as of June 30, 2025, up from $71,325 million in the previous quarter, representing a 2.3% increase[41] Income and Yield - Net interest income for the quarter was $162 million, compared to $159 million in the previous quarter, showing a slight increase of 1.3%[34] - Interest income for the quarter was $830 million, a decrease from $846 million in the previous quarter, reflecting a decline of 1.9%[34] - Average asset yield on the investment portfolio was 4.89% for Q2 2025, compared to 4.78% for the prior quarter[15] - Average asset yield increased to 4.89% in Q2 2025, up from 4.78% in Q1 2025, reflecting better asset performance[41] Risk Management and Market Conditions - The company utilizes dynamic risk management strategies to protect its portfolio from interest rate and market risks, enhancing its investment approach[48] - Forward-looking statements indicate potential risks including changes in monetary policy and market conditions that could impact future performance[52] Non-GAAP Financial Measures - The company emphasizes the importance of non-GAAP financial measures, such as net spread and dollar roll income, to provide greater transparency into its financial performance[53] - TBA dollar roll income is included in non-GAAP measures as it is economically equivalent to holding Agency MBS, highlighting the company's strategic financial management[56] - A reconciliation of GAAP comprehensive income to non-GAAP "net spread and dollar roll income" is provided, ensuring clarity in financial reporting[58]

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 March 31, 2025 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 Ot ...

Exhibit 99.1 FOR IMMEDIATE RELEASE April 21, 2025 CONTACT: Investors - (301) 968-9300 Media - (301) 968-9303 AGNC INVESTMENT CORP. ANNOUNCES FIRST QUARTER 2025 FINANCIAL RESULTS Bethesda, MD - April 21, 2025 - AGNC Investment Corp. ("AGNC" or the "Company") (Nasdaq: AGNC) today announced financial results for the quarter ended March 31, 2025. FIRST QUARTER 2025 FINANCIAL HIGHLIGHTS OTHER FIRST QUARTER HIGHLIGHTS • $0.12 comprehensive income per common share, comprised of: ◦ $0.02 net income per common share ...