Latest Earnings Results: Q3 '26
Estimated EPS
$0.37
Reported EPS
$0.37
Surprise
-0.63%
Estimated Rev
$1.06B
Reported Rev
$1.2B
Surprise
+13.17%
AGNC reported Q3 2026 net loss of $1.17 per common share, net spread and dollar roll income of $0.37 per share, and annualized net interest spread of 1.86%.
Bullish Takeaway
AGNC management described a constructive Agency MBS outlook, citing valuation and balanced supply-demand; AGNC reported $6.3B in liquidity and issued $992M in common stock through ATM offerings after S&P MidCap 400 inclusion.
Bearish Takeaway
AGNCs economic return and tangible book value declined amid quarterly losses; net interest spread and spread income were lower than the prior quarter, while rate volatility coincided with Agency MBS weakness.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.36 | -- | -- | N/A |
Q3 '26 | $0.37 | $0.37 | -0.63% | MISSED |
Q2 '26 | $0.38 | $0.40 | 5.07% | BEAT |
Q1 '26 | $0.36 | $0.42 | 16.56% | BEAT |
Q4 '25 | $0.37 | $0.35 | -5.55% | MISSED |