Key Takeaways The mREIT industry rebounded in late 2025 as mortgage rates fell to 6.21% after multiple Fed rate cuts.Lower rates are expected to lift purchase originations and refinancing, easing earnings pressure for mREITs.TWO, NREF and EFC offer high dividend yields and improving financial trends as rates and volatility decline.The mortgage REIT (mREIT) industry experienced a volatile trend throughout 2025 due to macroeconomic uncertainty. Per the Freddie Mac report, the average rate on a 30-year fixed-r ...

Core Viewpoint - AGNC Investment reported quarterly earnings of $0.35 per share, missing the Zacks Consensus Estimate of $0.38 per share, and showing a decline from $0.43 per share a year ago, indicating an earnings surprise of -7.89% [1][2] Financial Performance - The company posted revenues of $148 million for the quarter ended September 2025, missing the Zacks Consensus Estimate by 45.19%, compared to revenues of -$64 million a year ago [2] - Over the last four quarters, AGNC Investment has surpassed consensus EPS estimates only once [2] Stock Performance - AGNC Investment shares have increased by approximately 8.5% since the beginning of the year, while the S&P 500 has gained 13.3% [3] Future Outlook - The company's earnings outlook will be crucial for investors, including current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] - The current consensus EPS estimate for the coming quarter is $0.38 on revenues of $290.6 million, and for the current fiscal year, it is $1.59 on revenues of $884.6 million [7] Industry Context - The REIT and Equity Trust industry, to which AGNC Investment belongs, is currently ranked in the bottom 38% of over 250 Zacks industries, suggesting potential challenges ahead [8]

PennyMac Mortgage (PMT) came out with a quarterly loss of $0.01 per share versus the Zacks Consensus Estimate of $0.38. This compares to earnings of $0.39 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -102.63%. A quarter ago, it was expected that this specialty finance company would post earnings of $0.38 per share when it actually produced earnings of $0.41, delivering a surprise of 7.89%. Over the last four quarters, the ...