AGNC AGNC Investment Corp

$AGNC went for it today. Doubled position, now holding 4,400 at $8.95/share. Reminded of be greedy when others are fearful.

$AGNC i recently became a stock broker working for Schwab and I've heavily pushed clients towards AGNC. Although the stock has continued to go down for months once the interest rates drop AGNC should rally. For years it offers a solid dividend history and i think its run by a solid team.

$AGNC Just under 20,000 shares in my roth. Set it and forget it for the next 15-20 years, and then I'll start withdrawing dividends as monthly income at 60.

$AGNC Added a few. I’ve always been glad in past years when I added in this stock below $9. 🤞

$AGNC what a fucking buy. Yes the govt is giving great rates. This is AGNC. How many years of continuous dividends? Maybe they cut back and invest more into property to raise book value. Either way shareholders can’t lose I’ll buy this down to $6-7 and ride back up to $10-15

$AGNC Clear manipulation in this. Ten year yields were 5.35 on the recent AGNC low before today , but has been forced down today just to tick the 52 week low. Ten year is 5.14 currently. Been in this stock over 5 years now and seen this a few times. Short seller forcing it down on weakness. They always give up after a few months of having to pay out the monthly dividends. Great time to buy for long term holders at 17%.

$AGNC that's one way to look at it... however, if you're in for the long term, suppressed prices for a few years will only benefit as your dividend DRIP will purchase more shares and deliver higher yield at these prices. The bigger risk is a divvy cut, not the share price IMO

$AGNC over the last 6 yrs, quarterly rev/sh has ranged from -$4.46 TO + $1.77 W/stock as low as $6.95 during that time frame. THROUGH every month div has remained at .12. I’m confident the div will remain intact for now. Should interest rates rise another full point, that may change

$AGNC 21,000,000 shorts. Once the election is over everything changes. If the Fed don’t raise or the 10 year drops. Shorts got a big risk here too. It’s not free money.

$AGNC yeah I'm selling this trash tomorrow, should go up after I sell so our welcome in advance

$AGNC $7.13 tangible net book value per common share as of September 30, 2026 Decreased $1.45 per common share, or 16.9%, from $8.58 per common share as of June 30, 2026 .

$AGNC earning upside blowout in coming. All the ai chasers will start looking for dividends rather than hope. AGNC Strong buy.

$AGNC for one more time Federico managed the ER call beautifully. Not only he demonstrated deep understanding of the business but also he managed all concerns and questions in a way that leaves no doubt that management can handle this difficult period!

$AGNC Expected not-so-great earnings since the volatility in the 10-year has been crazy. (and very unsustainable imo). I still think a deal with Iran will be soon. Yields and inflation would plummet on that alone. AGNC proved themselves during the last interest rate hike cycle and kept its dividend solid. (2022 was brutal). I'll be buying a some more tomorrow.

$AGNC — TBV estimate AGNC reported TBV of $8.58/sh at June 30. Using AGNC’s own TBV sensitivity data + its own MBS spread series: • 5Y/10Y Treasury benchmark rose ~84bp → estimated ~10% TBV hit • AGNC 30Y MBS spread widened ~18bp → estimated ~9% TBV hit • Q3 earnings/carry partially offset the losses That implies roughly $1.6/sh of TBV destruction, putting estimated Sept. 30 TBV around ~$7.0/sh. The early-Oct Treasury move probably keeps current economic TBV around ~$6.8–7.1. At ~$8.50 stock price, that’s roughly 1.2x estimated TBV. So despite the big stock selloff, $AGNC does NOT look obviously cheap vs. current TBV. The key question is whether MBS spreads/rates stabilize from here. Q3 results on Oct. 19 should give us the real number. TBV estimate, not reported actual; AGNC’s hedge/portfolio changes during Q3 can materially alter the result.

$AGNC my buy point is $8. it could fall below that but you cant pick bottoms. I dont expect it to fall below 7 ish. This dividend payer is my favorite,but this has been ugly.

$AGNC I imagine there are still some who are expecting the drop to $7-8 per share, which historically has only a 1% probability of happening. Well, you missed out on the opportunity to buy over the past two weeks in the $8.25-$8.50 range on multiple occasions. It's not going to drop the $8.00 or below. It's just not going to happen. Look at the long-term chart: AGNC is leaving historically all-time low oversold levels with a wall of support at the $8.67 level on the weekly close. Listen to this morning's investor conference call. There are far more reasons to be bullish on AGNC from a fundamental/business perspective than there are to be bearish.

$AGNC 7.13 tangible book value is -17% lower than 8.58 reported last quarter. Sure it should trade at a premium but that is a significant decline in the company.

$AGNC Its been 2 months since having two back to back days of higher highs and lows together. Lets hope Monday brings another one. This selloff has been brutal for many longer term shareholders. Hopefully the bottom is in but I was hoping to add more shares lower. Time will tell. G/L

$AGNC I sold at 10.91 and warned others. The never-ending dilution continues to kill book value. I have one small buy that's now 11% down. I may add more shares on another drop.