Keefe Bruyette Lifts AGNC Target Ahead of 2026 Outlook

Group 1 - AGNC Investment Corp. is recognized as one of the 13 highest paying monthly dividend stocks to buy [1] - Keefe Bruyette analyst Bose George raised the price target for AGNC to $11 from $10.50, maintaining an Outperform rating, indicating a positive outlook for agency MBS REITs heading into 2026 [2] - The company is currently positioned in the middle of the housing and rate cycle, experiencing quick impacts from interest rate movements [3] Group 2 - Lower interest rates are beneficial for AGNC's business model, improving funding costs and enhancing the spread between borrowing costs and earnings from mortgage assets [4] - AGNC operates differently from traditional REITs by investing in mortgage-backed securities rather than owning physical properties [4] - The company finances its portfolio primarily through short-term borrowing methods, such as repurchase agreements and short-term debt with maturities of one year or less [5]