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Preferreds Weekly Review: AGNC Follows NLY With A Fixed-Rate Offering
Seeking Alpha· 2025-09-15 18:10
Check out Systematic Income and explore our Income Portfolios, engineered with both yield and risk management considerations. Use our powerful Interactive Investor Tools to navigate the BDC, CEF, OEF, preferred and baby bond markets.Read our Investor Guides: to CEFs, Preferreds and PIMCO CEFs. Check us out on a no-risk basis - sign up for a 2-week free trial! ...
Jim Cramer on AGNC Investment: “It is Not a Growth Vehicle”
Yahoo Finance· 2025-09-12 12:54
AGNC Investment Corp. (NASDAQ:AGNC) is one of the stocks Jim Cramer weighed in on. During the lightning round, when a caller asked about the company, Cramer said: “No, I don’t like AGNC. I think you’re going to find, over time, you’re just going to get your money, you get the dividend, you’re never sure what they really own. It is not a growth vehicle. I like growth.” A technical stock market chart. Photo by Energepic from Pexels AGNC Investment Corp. (NASDAQ:AGNC) is a real estate investment trust th ...
AGNC Investment Corp. Declares Monthly Common Stock Dividend of $0.12 per Common Share for September 2025
Prnewswire· 2025-09-12 04:01
Accessibility StatementSkip Navigation BETHESDA, Md., Sept. 11, 2025 /PRNewswire/ -- AGNC Investment Corp. (Nasdaq: AGNC) announced today that its Board of Directors has declared a cash dividend of $0.12 per share of common stock for September 2025. The dividend is payable on October 9, 2025 to common stockholders of record as of September 30, 2025. For further information or questions, please contact Investor Relations at (301) 968-9300 or [email protected]. ABOUT AGNC INVESTMENT CORP.Founded in 2008, A ...
AGNCZ: An 8.75% Preferred Stock IPO From AGNC Investment (NASDAQ:AGNC)
Seeking Alpha· 2025-09-12 01:41
we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.This is the next-in-line informational article from our series dedicated to recent IPOs in the fixed-income universe. This time, our analysis will be about AGNC Investment Corp.'s (NASDAQ: AGNC ) latestAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, ...
AGNCZ: An 8.75% Preferred Stock IPO From AGNC Investment
Seeking Alpha· 2025-09-12 01:41
we discuss ideas like this as they happen in more detail. All active investors are welcome to join on a free trial and ask any question in our chat room full of sophisticated traders and investors.This is the next-in-line informational article from our series dedicated to recent IPOs in the fixed-income universe. This time, our analysis will be about AGNC Investment Corp.'s (NASDAQ: AGNC ) latestAnalyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, ...
Dividend Harvesting Portfolio Week 236: $23,600 Allocated, $2,566.15 In Projected Dividends
Seeking Alpha· 2025-09-11 20:45
投资组合策略 - 投资组合专注于股息收入增长和资本增值 通过股息再投资和年度股息增长实现月度股息收入 [1] - 投资组合包含AGNC QDTE MO VZ ENB等多只股票 通过股票所有权、期权或其他衍生品持有长期多头头寸 [1] - 同时持有JEPI等投资产品 构成个人投资策略的一部分 [2] 投资目标 - 以实现轻松退休为长期财务目标 通过复利股息收入和增长建立投资组合 [1] - 股息收入是投资策略的核心组成部分 通过结构化投资组合实现持续现金流增长 [1] 投资方法 - 采用股息再投资策略(DRIP) 将股息收入自动再投资以加速组合增长 [1] - 注重年度股息增加机制 通过公司定期提高股息实现收入阶梯式增长 [1] - 投资研究基于个人分析 所有表达观点均为个人意见 非投资建议 [1][2]
3 Mortgage REITs Offering Double-Digit Dividend Yields in 2025
Investing· 2025-09-11 05:06
Market Analysis by covering: S&P 500, Chimera Investment Corporation, AGNC Investment Corp, Blackstone Mortgage Trust Inc. Read 's Market Analysis on Investing.com ...
Rithm Capital’s Updated Sector Comparative Analysis – Part 1 (NYSE:RITM)
Seeking Alpha· 2025-09-10 23:30
文章核心观点 - 对Rithm Capital Corp (RITM) 与17家抵押贷款房地产投资信托(mREIT)同行进行比较分析 重点关注投资组合构成 杠杆率 对冲覆盖率 账面价值(BV) 经济回报和估值溢价/折价等指标 [1] - RITM在过去24个月实现20.97%的经济回报 在所有覆盖的mREIT中表现最佳 主要得益于其投资组合的独特构成和利率环境 [51] - RITM当前股价为12.62美元 较其2025年9月5日估计当前BV 12.95美元存在2.55%的折价 被认为略微低估 给予买入建议 [48][66][67] mREIT行业分类 - 固定利率机构mREIT: 收入主要来自投资固定利率机构抵押贷款支持证券(MBS) 包括AGNC ARR CHMI DX NLY ORC和TWO 这些公司通常在对冲利率上升风险时使用较高的对冲覆盖率 [5] - 混合型mREIT: 收入来自机构MBS 非机构MBS 其他证券化产品和非证券化抵押相关债务及股权投资 包括CIM EFC MFA MITT ADAM和RC 因涉及信用风险 其杠杆率通常低于机构mREIT [6] - 发起和服务商mREIT: 投资组合包括机构MBS 非机构MBS 信用风险转移(CRT) 其他抵押相关投资 非证券化债务投资和抵押服务权(MSR) 并且拥有直接发起抵押贷款的子公司 包括RITM和PMT [7] - 商业全贷款mREIT: 基本只投资于非证券化的商业全贷款 其底层抵押品为房地产 包括BXMT FBRT和GPMT 截至2025年6月30日 其投资组合98%以上为可变利率债务 因此不需要高对冲覆盖率 [8] RITM投资组合分析 - 截至2025年6月30日 RITM的投资组合构成: 20%固定利率机构MBS 0%可变利率机构MBS 36%抵押服务权(MSR)投资 44%非机构MBS和非MBS持有(主要为抵押相关住宅全贷款) [17] - RITM拥有多元化的运营子公司 包括Newrez(抵押贷款发起和服务) Sculptor Capital Management(SCU)(私募信贷投资) Genesis Capital(住宅过渡/过桥贷款) Rithm Property Trust(RPT)(商业房地产贷款)和Adoor(单户租赁投资) [25] - 其MSR子组合的未偿本金余额(UPB)从2024年3月31日的6480亿美元显著增长至2025年6月30日的8650亿美元 主要得益于对Specialized Loan Servicing LLC (SLS)的收购 [37] - 每笔贷款的服务成本从2022年的213美元净下降至2025年上半年的142美元 体现了其技术改进和运营协同效应 [37] 财务指标与同业比较 - RITM的资产负债表杠杆率为2.5倍 风险(总)杠杆率(包括表外净空头TBA MBS头寸)为0.9倍 低于同行PMT和整个mREIT行业的平均水平 [18][19][52] - 2025年第二季度 RITM的BV从12.39美元增长至12.71美元 季度增幅为2.58% 加上0.25美元的季度股息 其经济回报率为4.60% [20] - 截至2025年6月30日 RITM的对冲覆盖率为-44% 其衍生品策略旨在为利率下降环境做准备 包括利率互换 SOFR期货合约和美国国债净多头头寸 [43][46][47][53] - 与行业平均比较: 机构 混合型 发起和服务商 商业全贷款mREIT的过去24个月经济回报(损失)平均分别为-0.93% 1.66% 18.04%和-9.82% [51] 近期收购与战略举措 - RITM于2024年第二季度收购了SLS 立即推动了其UPB和盈利增长 [60] - 其全资子公司SCU截至2025年6月30日的管理资产(AUM)达360亿美元 投资于私募/公司信贷 资产支持融资 房地产信贷等多个领域 [32] - 2025年9月4日 RITM宣布达成最终协议 收购另类投资管理公司Crestline Management L.P. 后者管理资产约170亿美元 交易预计在2025年第四季度完成 [64] - 管理层可能分拆其抵押贷款发起/服务业务(包括Newrez/Caliber/Shellpoint) 以释放价值 此可能性已纳入其估值模型 [65] 估值与投资建议 - 基于2025年9月5日12.95美元的估计当前BV RITM的买入 持有 卖出建议区间为: 11.01-12.65美元=买入 12.66-14.24美元=持有 14.25美元或以上=卖出 [69] - 当前有2家mREIT被评为强力买入 6家被评为低估(买入) 4家被评为合理估值(持有) 5家被评为高估(卖出) 1家被评为显著高估(强力卖出) [73] - RITM因其多元化的业务模式和在多种利率环境下提供有吸引力风险调整回报的能力 被认为应较几乎所有mREIT同行享有估值溢价 [55][56]
Cramer Won't Buy UnitedHealth Under Probe, But Says Some Think 'The Worst Is Over' - AGNC Investment (NASDAQ:AGNC), UnitedHealth Group (NYSE:UNH)
Benzinga· 2025-09-10 20:07
Investors are increasingly scrutinizing company earnings as market volatility continues to shape investment strategies. Amid this climate, key figures like Jim Cramer are vocal about their preferences, emphasizing growth potential and stability in their stock picks.On CNBC's “Mad Money Lightning Round,” Cramer said he doesn't like AGNC Investment Corp. AGNC. “It is not a growth vehicle, I like growth,” he added.Supporting his views, AGNC Investment, on July 21, posted weaker-than-expected earnings for the s ...
Better Dividend Stock: AGNC Investment vs. Federal Realty
The Motley Fool· 2025-09-07 00:23
公司业务模式对比 - AGNC Investment为抵押贷款房地产投资信托基金(mREIT) 通过持有由抵押贷款池组成的证券组合创造价值 业务模式相对复杂 类似于共同基金[3][5] - Federal Realty为零售地产及混合用途开发房地产投资信托基金 专注于优质资产 在极具吸引力地区持有约100处行业领先物业 坚持质量优于数量策略[9] 股息特征比较 - AGNC Investment股息收益率超过14% 但股息支付历史高度波动 存在削减股息记录 股价基本随股息波动 近期呈下降趋势[6][10] - Federal Realty股息收益率为4.5% 拥有超过50年连续年度股息增长记录 是唯一获得"股息之王"称号的REIT 股息稳定性和可靠性突出[9][10] 投资价值定位 - AGNC Investment适合追求总回报的投资者 通过股息再投资可实现强劲总回报 但无法提供可靠收入流[6][8][11] - Federal Realty为追求可持续及增长型收入流的投资者提供可靠选择 业务增长带动股价缓慢上升 适合依赖股息收入支付生活费用的退休规划[8][10][11]