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AGNCNAGNC Investment Corp.

Real Estate

The Read

AGNCN’s preferred shares historically rose about 2–4% when earnings met expectations at $0.
Sep 30, 2026 — Potential AGNCN preferred call or refinancing decision
Chart by TradingView

The schedule

  • Wed30Sep

    Risk of AGNC exercising its right to call the Series C preferred shares at their $25.00 liquidation preference.

  • Wed16Dec

    Final 2026 Fed meeting and dot plot, dictating the 2027 yield profile for floating-rate assets.

  • Mon25Jan

    Year-end financial review and management commentary on potential preferred stock redemptions or capital restructuring.

  • Thu28Jan

    Third-quarter assessment of AGNC's tangible net book value and coverage ratios for preferred dividends.

  • Mon26Apr
  • Mon3May

Past

  • Fri31Jul

    Actual outcome: Bull · $25.88 at outcome

    AGNC Investment Corp. reported Q2 2026 EPS of -$0.17, exactly meeting analyst estimates. The preferred shares (AGNCN) were supported by broader market interest in Constant Maturity Treasury (CMT) preferreds, which offered protection against rising long-term rates following the Fed's hawkish pivot. This resilient portfolio positioning and in-line earnings performance kept the stock stable and biased toward the bull target.

    Q2 2026 earnings for AGNC Investment Corp. will update investors on net interest margin, asset mix, and hedge effectiveness following the mid-year FOMC decision. If book value proves resilient and leverage is managed conservatively, AGNCN could trade closer to $26.00, while signs of spread widening, book value erosion, or higher leverage could lead the preferred to slip toward $26.00.

  • Wed17Jun

    Actual outcome: Bull · $25.71 at outcome

    AGNCN reached its bull target as investors favored the preferred stock's defensive, high-yield characteristics amid interest rate uncertainty surrounding the FOMC decision. The appeal of a reliable +9% income stream, regardless of the Federal Reserve's specific rate path, provided strong support for the shares and drove the bullish outcome.

    Federal Reserve interest rate decision under the Trump Administration, impacting AGNCN's fixed-to-floating yield.

  • Mon15Jun

    Actual outcome: Bull · $25.88 at outcome

    AGNC proceeded with its expected Series C preferred dividend declaration, confirming its continued income distributions. Amid broader interest rate uncertainty, the appeal of the stock's defensive, high-yield income stream drove shares to edge higher and successfully surpass the $25.85 bull target.

    AGNC's expected declaration of the Series C preferred dividend, confirming continued income distributions.

  • Mon4May

    Actual outcome: Bull · $25.89 at outcome

    AGNC reported Q1 2026 earnings that perfectly matched estimates with an EPS of -$0.17, delivering a clean quarter for its tangible book value and asset yields. This in-line performance reassured investors regarding the company's leverage trends and underlying credit quality, allowing the preferred shares to steadily climb to the bull target.

    Q1 2026 results and updated tangible book value per share for AGNC Investment Corp. will frame asset yields, funding costs, and leverage trends, which in turn influence perceived credit quality and call risk on AGNCN. A clean quarter with stable or rising book value would support AGNCN around $25.90, while weaker book value or spread compression could push the preferred closer to $24.70.