DX Dynex Capital, Inc.

I'll I'll be off for a while. I csnt mentally handle absolutely disaster that's going on. This isn't covid. This isn't the fed saying we are gonna lower rates next yr. This feels manipulated and nefarious. I can't keep looking at this shit. Good news drives 10 yr up. Bad news drives 10 yr up. Institutions are shorting it. My portfolio is down over 12% in 6 weeks with no end in sight. I made the moves I wanna make last week. Gonna accumulate cash on almost all divs. I don't need to sign in to anything until March next yr. Adios ✌🏼 $65K in annual divs still coming in. 17k in cash. $DX $IVR $EfC $MfA

$DX This is why I keep saying 10.4 This gap is from November 2023. Gaps get filled. This news is a perfect opportunity to take it there. And they usually fill half way, retrace and then finishes the job. If it holds below 10.4…. Well there’s 9.50 ish but I doubt it 😭😭 or I want to doubt it. Either way… this is the real loading zone.

$DX Book value fell sharply: TO $10.91 FROM $12.90 RANGE last 1/4.. Capital Is Strong The company raised $384 million, ended the quarter with a $3.1 billion equity base and held $1.3 billion in cash... Management sees attractive opportunities ahead...!!! IM HANGING...!!!

$DX $ORC I know we all feeling like a release after being blue ball’s for weeks. LFG div squad doing good today

$DX Several executives at the Dynex Capital (DX) recently increased their holdings through insider purchases. Co-CEO and President Smriti Laxman Popenoe acquired 10,000 shares of common stock at $10.62 per share, totaling approximately $106,200, along with 2,000 shares of Series D preferred stock at $25.18 per share, valued at $50,360, bringing her total purchase to approximately $156,560. Co-CEO and Chairman Byron L. Boston purchased 9,180 shares of common stock worth approximately $99,970, while CFO Michael Andrew Sartori acquired 1,000 shares at $10.70 per share for a total of $10,700, increasing his direct ownership to 36,579 shares.

$DX I should just put all money here and settle on making 20% a year the rest of my life...

$DX Finally got filled… I can see some more downside maybe 10.4 ish but I’m cool with $10.86

$DX I believe the reason for tragic pricing is at least partially in the divy coverage. Unless significant divi cut, it falls further...I am still in with 28k shares

$DX $ARR BE A PRETTY GOOD TIME FOR SOME INSIDERS-CEO TO DO Some open Market Buys & Show your Shareholders a Little something something ya think?/

$DX Need to DEEP Breathe. This Moron in Washington and his group will be gone in 2 years. It does fkn hurt though

$DX -->> Tax Harvesting <,-- ...i think all do my Smaller Position in another REIT or i can do Here @ Dynex More capital here almost Same Losses in Both, kinda Odd--- Hmmmm 61 days up & Down 30 days before no buys or after 31 total 61 days No buys or adds in same or Similar STOCK...i Added this Month to both, FEW WEEKS BACK looks like all wait few More weeks...NICE solid Problem 2026 Best year in Market for me Mega Mega Winners ..Off set a Little of My Profits is a OK thing for me..!! Many REITS TO JUMP back in Mid December after 61 day Rule to Claim losses.. All Think This Over a Bit...!!!

$DX Although Q3 Book Value declined to $10.91 per share, management estimated Book Value at approximately $10.95 per share as of October 16, indicating that the spread-driven decline has stabilized since quarter-end.

$DX Nothing earth shattering which is a good thing. Will hold one more Q. See where are then.

$DX nonstop lava red downside doesnt even seem possible. at this rate it'll take me a year just to break even from the dividend. my worry is this somehow goes belly up and disappears, i dont have a stop on something like this

$DX Dynex printed Q3 this morning. Book value fell to 10.91 dollars a share from 12.90 in Q2, well under the 11.72 CapIQ consensus. Total economic return was negative 11.5% after the 0.51 in dividends declared. The income line held up better. EPS available for distribution was 0.38 dollars, a touch above the 0.37 average estimate, and economic net interest income rose to 101.6 million from 94.3 million in Q2, though it missed the 113 million consensus. Management pointed to late-quarter spread widening, and raised 384 million during the quarter anyway, 268 million of common through the ATM and 116 million of 9.375% preferred. Shares are down about 3.2% today.

$DX DX Q3 2026 Call - Highlights ✅ Current BV improved to $10.95 (vs. $10.91 at Sept. 30) ✅ No deleveraging despite Q3 volatility ✅ 80%+ of Q3 damage came from spread widening, not credit losses ✅ Liquidity remains strong at $1.3B ✅ Funding markets remain very healthy ($24B+ repo financing, 25+ counterparties) ✅ Earnings power preserved because management kept positions intact ✅ Forward ROE estimates: ~20% (lower coupons), ~25% (current coupons) ✅ Interest-rate risk significantly reduced versus Q2 ✅ Management expressed continued confidence in dividend coverage over time ✅ Strong conviction that current Agency MBS spreads represent a highly attractive investment opportunity Management's Core Message "Q3 was primarily a spread shock, not a credit problem." "Book value was hit, but earnings power, liquidity, financing, and future return potential remain intact." Estimated Book Value as of Oct. 16: $10.95/share, indicating that BV has stabilized since quarter-end.

$DX So they reported a loss of $1.49 but they are still paying the .17/month dividend? Where does that money come from?

$DX my understanding is there will be one more hike before a possible cut, that means lower stock price coming. I watch the spread, difference between their lending expense and their lending revenue it grew last earnings even with higher short term borrowing cost. Watch earnings, if it’s good to neutral, they don’t mention dividend cuts. This stock could get cheap, and maintain their divis at near 20%, and have future stock appreciation when rate cutting comes. I’m watching this one closely, you want 20% yield? I think it’s coming.

$DX Should be reporting earnings at 8am today. FactSet Est. For Q3 2026 is EPS in the range of $0.36 - 0.48. Dow Jones reports "Dynex Capital Inc.'s third-quarter EPS is forecast at 33 cents, compared with $1.08 in the prior-year period. Adjusted EPS is forecast at 39 cents." But, after all, we're all here for the dividends. DX is keeping the divvy at $0.17/month payable Nov 2 to holders of record Oct 22.

$DX Dynex reports Q3 before the open today, call at 10. Consensus is around 0.39 in EPS on about 113 million in revenue, up from 0.36 in Q2, which landed right in line. The payout is the test though. The monthly dividend is 0.17, 2.04 annualized, an 18.7% yield at Friday's open, with a 77.57% payout ratio. BTIG cut its target to 12 from 14.50 on Oct 6 and kept the Buy, tying the cut to September rate moves and dividend risk if volatility stays elevated.