AGNC Investment

Q3 FY2026 EarningsQ3 FY26 results missed consensus across most GAAP metrics due to severe fixed income market volatility and Agency MBS spread widening. Tangible Net Book Value (BVPS) fell to $7.13, well below the $8.41 consensus, representing a 16.9% QoQ decline. While GAAP net loss was significant at $(1.17) per share, non-GAAP Net Spread and Dollar Roll Income of $0.37 was in-line with normalized EPS expectations, supporting the $0.36 quarterly dividend.