Every 8-K that AGNC Investment Corp. (AGNC) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow AGNC and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full AGNC filings page.
AGNC Investment Corp. (AGNC) updated the compensation terms in the employment agreement for its Executive Chair, Gary Kain, through a first amendment executed by AGNC Mortgage Management, LLC on September 10, 2026. The amendment sets a target annual cash bonus of $1,300,000 beginning with performance for calendar year 2027, with payout between 0% and 200% of target based on performance criteria established by the Board’s Compensation and Corporate Governance Committee and expected to be paid in the first quarter of the following year.
Starting in 2027, Kain is also entitled, subject to Board approval, to annual long-term incentive awards denominated in AGNC common stock with a fair market value at target of $1,500,000 on the grant date. 67% of these awards will vest based on performance metrics measured over a three-year performance period, with payouts from 0% to 200% of target shares, while the remaining 33% will vest annually over three years. Base salary, severance provisions, and restrictive covenants remain unchanged.
AGNC Investment Corp. reported second-quarter 2026 results highlighted by comprehensive income available to common stockholders of $603 million, or $0.52 per share. Net income available to common stockholders was $610 million, and both net income and comprehensive income were $0.52 per common share.
Tangible net book value per common share was $8.58 as of June 30, 2026, up from $8.38 as of March 31, 2026. Including $0.36 of dividends per share, economic return on tangible common equity was 6.7% for the quarter. The investment portfolio totaled $97.2 billion, largely Agency MBS and TBA securities, supported by a 7.4x tangible net book value “at risk” leverage ratio.
AGNC held $7.5 billion of unencumbered cash and Agency MBS at quarter end, representing 62% of tangible equity, and generated a 2.00% annualized net interest spread. The company also issued 16.2 million common shares through at-the-market offerings, raising $167 million in net proceeds.
AGNC Investment Corp. implemented a new at-the-market common stock issuance program, allowing it to offer and sell shares of common stock with an aggregate offering price of up to $2,000,000,000 from time to time through a syndicate of agents.
Sales may be made on the Nasdaq Global Select Market, other trading venues, over-the-counter, or via privately negotiated and block transactions, with each agent paid up to 1.0% of the gross sales price. The shares will be issued under AGNC’s automatic shelf registration statement on Form S-3ASR and a related prospectus supplement dated May 28, 2026. On the same date, Skadden, Arps, Slate, Meagher & Flom LLP delivered a legal opinion supporting the validity of the shares, which is filed as an exhibit.
AGNC Investment Corp. reported a first quarter 2026 comprehensive loss of $(0.18) per common share, driven by a $(0.17) net loss and $(0.01) other comprehensive loss. Tangible net book value per common share was $8.38 as of March 31, 2026, down from $8.88 a quarter earlier, a decline of 5.6%.
The company generated $0.42 in net spread and dollar roll income per common share, up from $0.35 in the prior quarter, while paying $0.36 in common dividends. Economic return on tangible common equity was -1.6% for the quarter.
AGNC ended the period with a $94.7 billion investment portfolio, a tangible net book value “at risk” leverage ratio of 7.4x, and $7.0 billion of cash and unencumbered Agency MBS. The company also issued 38.0 million common shares via at-the-market offerings, raising $401 million in net proceeds.
AGNC Investment Corp. reported results of its 2026 Annual Meeting of Stockholders. As of the February 20, 2026 record date, 1,123,239,319 common shares were entitled to vote, and 752,065,624 shares were present in person or by proxy, establishing a quorum.
Common stockholders elected ten directors to one-year terms, with each nominee receiving roughly 359 million to 365 million votes in favor and substantially fewer votes against or abstaining. Stockholders also approved, on an advisory and non-binding basis, the executive compensation resolution with 346,691,940 votes for, 21,761,823 against, and 7,161,005 abstentions.
In addition, stockholders ratified the appointment of Ernst & Young LLP as AGNC’s independent public accountant for the year ending December 31, 2026, with 735,367,412 votes for, 9,448,398 against, and 7,249,814 abstentions.
AGNC Investment Corp. reported fourth-quarter 2025 results highlighted in a recent press release. Total comprehensive income was $0.89 per common share, made up of $0.83 in net income and $0.06 of other comprehensive income from investments marked to market through OCI.
The company reported tangible net book value of $8.88 per common share as of December 31, 2025, excluding $526 million, or $0.47 per share, of goodwill. Its investment portfolio had a fair value of $94.8 billion, and tangible net book value “at risk” leverage was 7.2x. Economic return on tangible common equity for the quarter was 11.6%, combining a $0.36 dividend and a $0.60 increase in tangible net book value per share. AGNC also issued 34.9 million common shares via at-the-market offerings for net proceeds of $356 million and ended the period with $7.6 billion of cash and unencumbered Agency MBS.
AGNC Investment Corp. reported that its Board of Directors increased in size from nine to ten members and appointed Morris A. Davis as a new director. His term runs until the company’s 2026 annual meeting of stockholders and until a successor is elected and qualified, or an earlier departure.
Dr. Davis, an academic expert in housing markets, real estate finance, and urban economics, will also serve on the Board’s Compensation and Corporate Governance Committee. He previously served on AGNC’s Board from May 2008 to March 2025 before resigning to become Chief Housing Economist at the Council of Economic Advisors to the President.
Dr. Davis will receive the company’s standard non‑employee director compensation and will enter into AGNC’s standard indemnification agreement. The company states there are no special arrangements, family relationships, or related‑party transactions requiring disclosure in connection with his appointment.
AGNC Investment Corp. expanded its Board of Directors from eight to nine members and appointed Christine L. Hurtsellers as a director, effective immediately, with a term running until the 2026 annual meeting of stockholders and until a successor is elected and qualified. She was also elected to the Board’s Audit Committee.
Hurtsellers is a former Chief Executive Officer of Voya Investment Management, a financial services firm with over $360 billion in assets under management, and previously served as its Chief Investment Officer, Fixed Income. She has held senior investment roles at Freddie Mac, AllianceBernstein and Bank One and currently serves on boards at Manulife John Hancock Funds and Chariot RE. She will receive the company’s standard non-employee director compensation and enter into its customary indemnification agreement, and the company states there are no related-party arrangements or family relationships connected to her appointment.
AGNC Investment Corp. reported third‑quarter 2025 results, highlighting $0.78 total comprehensive income per common share, made up of $0.72 net income and $0.06 other comprehensive income. Tangible net book value was $8.28 per share as of September 30, 2025, excluding $526 million of goodwill.
The investment portfolio carried a $90.8 billion fair value, including TBA positions. Tangible net book value at‑risk leverage was 7.6x. Economic return on tangible common equity was 10.6%, reflecting a $0.36 dividend and a $0.47 increase in tangible book value per share. Cash and unencumbered Agency MBS totaled $7.2 billion.
Capital actions included issuing $345 million of 8.75% Series H preferred equity and selling 31.0 million shares of common stock via at‑the‑market offerings for net proceeds of $309 million.