AGNC Investment Corp. · AGNCP · Next earnings

AGNC Investment Corp. reports Monday, Oct 26, 2026

AGNCP reports after market close with consensus EPS at $0.37 and revenue at $1.06B. Last quarter: AGNC faces rate-driven losses but sees attractive agency MBS opportunities

Reports After market close6 days awayDate estimated Real Estate

What the street expects

Consensus for the coming report
Consensus EPS $0.37 Calendar consensus
Consensus revenue $1.06B Calendar consensus
Report date Oct 26, 2026 Monday, date estimated
Session After market close 6 days away

Where AGNCP left off: FY2026 Q3

Full report

AGNC faces rate-driven losses but sees attractive agency MBS opportunities

EPS surprise — Reported — vs $0.37
Revenue surprise — Reported — vs $1.06B
Stock move — Event window
Subsequent drift — Up to 20 sessions

Maintained. Management expects 18-20% ROE and plans opportunistic capital deployment, while keeping leverage below eight times equity with flexibility to increase it.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Further interest-rate volatility or Fed tightening.
  • Mortgage-market liquidity pressure and spread compression.
  • Reduced TBA specialness and macroeconomic or geopolitical shocks.

Questions analysts left open

  • Future return expectations after recent market volatility.
  • Impact of widening or closing spreads on profitability.
  • Leverage flexibility and the use of the ATM program if the premium to book narrows.

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Recent AGNCP quarters

All AGNCP earnings
—FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.