STOCK TITAN

Dynex Capital (NYSE: DX) sets ATM share capacity at 301,292,973

(Moderate)
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Dynex Capital, Inc. amended its equity distribution agreement to make 99,326,438 shares of common stock available for issuance in transactions deemed to be at-the-market offerings through a syndicate of sales agents.

Amendment No. 10, dated July 28, 2026, increases the program’s capacity by 80,000,000 shares to a total of 301,292,973 shares, with future sales to be conducted under the company’s Registration Statement on Form S-3 and a prospectus supplement dated July 28, 2026.

Positive

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Negative

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Item 1.01 Entry into a Material Definitive Agreement Business
The company signed a significant contract such as a merger agreement, credit facility, or major partnership.
Item 9.01 Financial Statements and Exhibits Exhibits
Financial statements, pro forma financial information, and exhibit attachments filed with this report.
Remaining ATM capacity 99,326,438 shares of Common Stock Shares of common stock remaining available for issuance under the amended distribution agreement
ATM program capacity increase 80,000,000 shares of Common Stock Incremental increase in shares available for sale added by Amendment No. 10
Total shares under distribution agreement 301,292,973 shares of Common Stock Aggregate number of shares that may be offered under the amended equity distribution agreement
Series C preferred dividend rate 6.900% Coupon on 6.900% Series C Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock
at the market offerings financial
"shares of the Company’s common stock may be offered and sold through the Sales Agents in transactions that are deemed to be “at the market offerings”"
At-the-market offerings are a way for a company to raise cash by selling newly issued shares directly into the open market at the current trading price through a broker, rather than in a single large sale. Think of it like topping up a gas tank a little at a time at whatever the pump price is; it gives the company flexibility to raise money when conditions are favorable but can increase the number of shares outstanding and dilute existing investors, and frequent or large sales can put downward pressure on the stock price.
Registration Statement on Form S-3 regulatory
"The Shares will be issued pursuant to the Company’s Registration Statement on Form S-3 (File No. 333-289004)."
A registration statement on Form S‑3 is a short, standardized filing a qualified public company uses to register new securities with regulators so they can be sold to investors; think of it as a pre-approved, reusable permission slip that speeds up future offerings. It matters to investors because it lets the company raise money more quickly and cheaply — which can fund growth or pay debt — but may also lead to share dilution or change in ownership, so it affects value and liquidity.
prospectus supplement regulatory
"The Company filed a prospectus supplement, dated July 28, 2026 to the prospectus, dated July 28, 2025"
A prospectus supplement is an additional document provided alongside a company's main offering details, offering updated or extra information about a specific financial product being sold. It helps investors understand the latest terms, risks, and details of the investment, similar to how an update or revision clarifies or expands on original instructions, ensuring they have current and complete information before making a decision.
Material Definitive Agreement regulatory
"Item 1.01 Entry into a Material Definitive Agreement."
A material definitive agreement is a legally binding contract that creates major, long‑term obligations or rights for a company, such as loans, asset sales, mergers, or supplier deals. Think of it like a mortgage or lease for a business: it can change future cash flow, risk and control, so investors watch these agreements closely because they can materially affect a company’s value, financial health and stock price.
cumulative redeemable preferred stock financial
"6.900% Series C Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock, par value $0.01 per share"
Cumulative redeemable preferred stock is a type of investment that gives shareholders priority over common stockholders to receive dividends and get their money back if the company is sold or closes. If the company misses dividend payments, it must pay them later before any dividends can go to other shareholders. This makes it a more secure and flexible option for investors seeking steady income with some ability to redeem their shares in the future.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What agreement did Dynex Capital (DX) amend on July 28, 2026?

On July 28, 2026, Dynex Capital entered into Amendment No. 10 to its June 29, 2018 distribution agreement. This Material Definitive Agreement governs at-the-market offerings of the company’s common stock through multiple investment bank sales agents.

How many Dynex Capital (DX) shares remain available for issuance under the amended program?

After Amendment No. 10, 99,326,438 shares of Dynex Capital common stock remain available for issuance. These shares may be sold from time to time in at-the-market offerings through the sales agents named in the amended distribution agreement.

By how many shares did Amendment No. 10 increase Dynex Capital’s (DX) at-the-market capacity?

Amendment No. 10 increased the number of shares available under the distribution agreement by 80,000,000 shares. This brought the total number of common shares that may be offered under the program to 301,292,973, subject to sales executed through the sales agents.

Which sales agents participate in Dynex Capital’s (DX) amended at-the-market program?

The amended agreement includes BTIG, Citizens JMP Securities, Goldman Sachs, JonesTrading, J.P. Morgan, Keefe, Bruyette & Woods, Morgan Stanley, RBC Capital Markets, UBS Securities, and Wells Fargo Securities as sales agents, who may execute at-the-market transactions for Dynex Capital’s common stock.

Under which registration statement will Dynex Capital (DX) issue the shares covered by Amendment No. 10?

The remaining 99,326,438 shares will be issued under Dynex Capital’s Registration Statement on Form S-3 (File No. 333-289004). A prospectus supplement dated July 28, 2026 to the July 28, 2025 prospectus covers these at-the-market offerings.
0000826675FALSE00008266752026-07-282026-07-280000826675us-gaap:CommonStockMember2026-07-282026-07-280000826675us-gaap:SeriesCPreferredStockMember2026-07-282026-07-28

UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
___________

FORM 8-K

CURRENT REPORT
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934

Date of Report (Date of earliest event reported): July 28, 2026
___________

DYNEX CAPITAL, INC.
(Exact name of registrant as specified in its charter)
Virginia
001-09819
52-1549373
(State or other jurisdiction of incorporation)(Commission File Number)(IRS Employer Identification No.)
140 Eastshore Drive, Suite 100
Glen Allen, Virginia
23059-5755
(Address of principal executive offices)(Zip Code)
(804)217-5800 
(Registrant’s telephone number, including area code) 
Not Applicable
(Former name or former address, if changed since last report)

Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions:
Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425)
Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12)
Pre-commencement communications pursuant to Rule 14d-2(b) under the Exchange Act (17 CFR 240.14d-2(b))
Pre-commencement communications pursuant to Rule 13e-4(c) under the Exchange Act (17 CFR 240.13e-4(c))
Securities registered pursuant to Section 12(b) of the Act:
Title of each class
Trading Symbol(s)
Name of each exchange on which registered
Common Stock, par value $0.01 per share
DX
New York Stock Exchange
6.900% Series C Fixed-to-Floating Rate Cumulative Redeemable Preferred Stock, par value $0.01 per shareDXPRCNew York Stock Exchange
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company

If an emerging growth company, indicate by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act. o




Item 1.01 Entry into a Material Definitive Agreement.

On July 28, 2026, Dynex Capital, Inc. (the “Company”), entered into amendment no. 10 (“Amendment No. 10”) to the distribution agreement, dated June 29, 2018, as amended on May 31, 2019, August 3, 2021, June 3, 2022, February 10, 2023, October 29, 2024, May 1, 2025, July 29, 2025, January 27, 2026, and April 28, 2026 (the “Agreement” and, as amended by Amendment No. 10, the “Amended Agreement”), by and among the Company, on the one hand, and BTIG, LLC, Citizens JMP Securities, LLC, Goldman Sachs & Co. LLC (“Goldman Sachs”), JonesTrading Institutional Services LLC, J.P. Morgan Securities LLC, Keefe, Bruyette & Woods, Inc., Morgan Stanley & Co. LLC (“Morgan Stanley”), RBC Capital Markets, LLC, UBS Securities LLC, and Wells Fargo Securities, LLC (collectively the “Sales Agents” and each individually a “Sales Agent”), on the other hand, pursuant to which shares of the Company’s common stock, par value $0.01 per share (“Common Stock”), may be offered and sold through the Sales Agents in transactions that are deemed to be “at the market offerings” as defined in Rule 415(a)(4) under the Securities Act of 1933, as amended.

Amendment No. 10 increases the number of shares of Common Stock available for sale under the Agreement by 80,000,000 shares of Common Stock to 301,292,973 shares of Common Stock, 99,326,438 shares of which remain available for issuance (the “Shares”).

The Shares will be issued pursuant to the Company’s Registration Statement on Form S-3 (File No. 333-289004). The Company filed a prospectus supplement, dated July 28, 2026 to the prospectus, dated July 28, 2025, with the Securities and Exchange Commission in connection with the offer and sale of the Shares from time to time pursuant to the Amended Agreement.

The Sales Agents and their affiliates have provided, and may in the future provide, investment banking, brokerage, and other services to the Company in the ordinary course of business, and the Company paid, and expects to pay, customary fees and commissions for their services, respectively.

The foregoing summary does not purport to be a complete description of the Amended Agreement and is qualified in its entirety by reference to the full text of Amendment No. 10, which is attached as Exhibit 10.1 hereto and incorporated by reference herein.

In connection with the filing of Amendment No. 10, the Company is filing as Exhibit 5.1 hereto an opinion of its counsel, Morrison & Foerster LLP, with respect to the legality of the shares, and as Exhibit 8.1 hereto an opinion of its counsel, Morrison & Foerster LLP, with respect to certain U.S. federal income tax matters.


Item 9.01  Financial Statements and Exhibits.

(d) Exhibits

Exhibit No. Description of Exhibit
5.1
Opinion of Morrison & Foerster LLP with respect to the legality of common stock.
8.1
Opinion of Morrison & Foerster LLP with respect to certain tax matters.
10.1
Amendment No. 10, dated July 28, 2026 to the Distribution Agreement, dated June 29, 2018, as amended on May 31, 2019, August 3, 2021, June 3, 2022, February 10, 2023, October 29, 2024, May 1, 2025, July 29, 2025, January 27, 2026, and April 28, 2026 by and among Dynex Capital, Inc., BTIG, LLC, Citizens JMP Securities, LLC, Goldman Sachs & Co. LLC, JonesTrading Institutional Services LLC, J.P. Morgan Securities LLC, Keefe, Bruyette & Woods, Inc., Morgan Stanley & Co. LLC, RBC Capital Markets, LLC, UBS Securities LLC, and Wells Fargo Securities, LLC
104Cover Page Interactive Data File (embedded within the Inline XBRL document)





SIGNATURE

Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
DYNEX CAPITAL, INC.
Date:July 28, 2026By:
/s/ Michael A. Angelo
   
Michael A. Angelo
   
Chief Legal Officer and Corporate Secretary


 
 




Filing Exhibits & Attachments

7 documents