Farmer Mac to Announce Fourth Quarter and Full Year 2025 Financial Results
Rhea-AI Summary
Farmer Mac (NYSE: AGM, AGM.A) will release fourth quarter and full year 2025 financial results on Thursday, February 19, 2026 after market close. A conference call to discuss results is scheduled for 4:30 p.m. Eastern the same day, accessible by phone and webcast.
Dial-in and webcast details are available on Farmer Mac's investor website; the call will be available for replay following the event.
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News Market Reaction
On the day this news was published, AGM gained 0.11%, reflecting a mild positive market reaction.
Data tracked by StockTitan Argus on the day of publication.
Key Figures
Market Reality Check
Peers on Argus
AGM is up 1.94% while key credit-services peers show mixed moves: WU +4.66%, BFH +0.87%, and declines in LU -1.57%, ENVA -2.12%, SEZL -2.64%, suggesting today’s action is more stock-specific than sector-driven.
Historical Context
| Date | Event | Sentiment | Move | Catalyst |
|---|---|---|---|---|
| Dec 08 | CFO appointment | Positive | +3.5% | New EVP–CFO and Treasurer with extensive capital markets and finance background. |
| Dec 03 | AMBS securitization | Positive | -0.6% | Closed $313.5M agricultural mortgage-backed securitization with senior and subordinate tranches. |
| Nov 05 | Dividend declaration | Positive | -4.7% | Declared $1.50 per-share quarterly common dividend and series-specific preferred dividends. |
| Nov 05 | Q3 2025 earnings | Positive | -0.3% | Reported record core earnings and net effective spread with stronger net interest income. |
| Oct 20 | Earnings date set | Neutral | +1.5% | Announced Q3 2025 release date and 4:30 p.m. earnings call details. |
Recent fundamentally positive announcements (earnings, dividends, securitization) have often seen muted or negative next-day price reactions, while management and scheduling news skew more aligned.
Over the past few months, Farmer Mac reported record third-quarter 2025 core earnings of $49.6 million and net interest income of $98.5 million, alongside strong capital of $1.7 billion and a Tier 1 ratio of 13.9%. It completed a $313.5 million AMBS securitization and declared a $1.50 per-share quarterly common dividend. Governance actions included appointing a new EVP–CFO effective Dec 11, 2025. Today’s earnings-date announcement mirrors the prior Q3 results scheduling on Nov 3, 2025.
Market Pulse Summary
This announcement sets the timetable for Farmer Mac’s fourth-quarter and full-year 2025 results on February 19, 2026, with a conference call at 4:30 p.m. Eastern Time. In recent quarters, the company highlighted record core earnings, strong capital of $1.7 billion, and a $313.5 million securitization transaction. Investors may focus next on how new results compare with those records, dividend sustainability, and any updates on business volume, capital ratios, and liquidity metrics disclosed on the call.
Key Terms
secondary market financial
AI-generated analysis. Not financial advice.
The conference call can be accessed by telephone or webcast as follows:
Dial-In (Domestic): (888) 880-3330
Dial-In (International): (646) 357-8766
Webcast: https://www.farmermac.com/investors/events-presentations/
When dialing in to the call, please ask for the "Farmer Mac Earnings Conference Call." This call can be heard live and will also be available for replay on Farmer Mac's website following the conclusion of the conference call.
About Farmer Mac
Farmer Mac is driven by its mission to increase the accessibility of financing to provide vital liquidity for American agriculture and rural infrastructure. Our secondary market provides liquidity to our nation's agricultural and infrastructure businesses, supporting a vibrant and strong rural America. We offer a wide range of solutions to help meet financial institutions' growth, liquidity, risk management, and capital relief needs across diverse markets, including agriculture, agribusiness, broadband infrastructure, power and utilities, and renewable energy. We are uniquely positioned to facilitate competitive access to financing that fuels growth, innovation, and prosperity in America's rural and agricultural communities. Additional information about Farmer Mac is available on our website at www.farmermac.com.
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SOURCE Farmer Mac