STOCK TITAN

Dynex Capital (NYSE: DX) adds Goldman Sachs, Morgan Stanley as ATM agents

Filing Impact
(Moderate)
Filing Sentiment
(Neutral)
Form Type
8-K

Rhea-AI Filing Summary

Dynex Capital, Inc. entered into Amendment No. 9 to its existing common stock distribution agreement on April 28, 2026. The agreement allows shares of common stock to be offered and sold through designated sales agents as "at the market offerings" under Rule 415(a)(4).

Amendment No. 9 updates the definition of agents to add Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC as additional sales agents alongside the existing firms. The company has paid and expects to pay customary fees and commissions for services provided by these sales agents and their affiliates.

Positive

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Negative

  • None.
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.
Amendment No. 9 date April 28, 2026 Date Dynex Capital executed Amendment No. 9 to its distribution agreement
Series C preferred dividend rate 6.900% Dividend rate on Dynex Capital’s Series C fixed-to-floating rate preferred stock
at the market offerings financial
"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.
distribution agreement financial
"entered into amendment no. 9 to the distribution agreement, dated June 29, 2018"
A distribution agreement is a contract that lets one party sell, market or deliver another party’s products or services in specified places or channels, and spells out who handles pricing, inventory, delivery, payments and how long the arrangement lasts. For investors it matters because these deals determine how widely a product can reach customers, how quickly revenue can grow, what profit margin the company keeps, and what legal or operational risks the business assumes—think of it like a store deciding which wholesaler will stock and promote a product.
Sales Agents financial
"collectively the “Sales Agents” and each individually a “Sales Agent”"
Sales agents are individuals or firms that sell a company’s products or services on its behalf, often working on commission or under a sales agreement rather than as full-time employees. Investors care because agents affect how quickly and widely a product reaches customers, the cost of making sales, and revenue predictability—think of them as independent delivery drivers who expand a company’s reach without the fixed cost of hiring more staff.
Rule 415(a)(4) regulatory
"“at the market offerings” as defined in Rule 415(a)(4) under the Securities Act of 1933"
Rule 415(a)(4) is a U.S. Securities and Exchange Commission rule that lets a company add more securities to an already effective shelf registration, so those additional shares or bonds can be sold later without filing a completely new registration. For investors it matters because it gives the issuer the flexibility to raise cash quickly—like having an open credit line—while creating the possibility of dilution or changes in supply that can affect share price.
Emerging growth company regulatory
"Emerging growth company o"
An emerging growth company is a recently public or smaller public firm that qualifies for temporary, lighter regulatory and disclosure rules to reduce the cost and effort of being public. For investors, it means the company may provide less historical financial detail and face fewer reporting requirements than larger firms, so it can grow more quickly but also carries higher uncertainty—like buying a promising early-stage product with fewer user reviews.
0000826675FALSE00008266752026-04-282026-04-280000826675us-gaap:CommonStockMember2026-04-282026-04-280000826675us-gaap:SeriesCPreferredStockMember2026-04-282026-04-28

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): April 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 April 28, 2026, Dynex Capital, Inc. (the “Company”), entered into amendment no. 9 (“Amendment No. 9”) 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, and January 27, 2026 (the “Agreement” and, as amended by Amendment No. 9, 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. 9 updates the definition of Agent and Agents in the Agreement to include Goldman Sachs and Morgan Stanley.

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. 9, which is attached as Exhibit 10.1 hereto and incorporated by reference herein.

Item 9.01  Financial Statements and Exhibits.

(d) Exhibits

Exhibit No. Description of Exhibit
10.1
Amendment No. 9, dated April 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, and January 27, 2026, by and among Dynex Capital, Inc., J.P. Morgan Securities LLC, Citizens JMP Securities, LLC, JonesTrading Institutional Services LLC, BTIG, LLC, Keefe, Bruyette & Woods, Inc., 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:April 28, 2026By:
/s/ Michael A. Angelo
   
Michael A. Angelo
   
Chief Legal Officer and Corporate Secretary


 
 




FAQ

What did Dynex Capital (DX) change in its distribution agreement?

Dynex Capital amended its existing common stock distribution agreement through Amendment No. 9. The change mainly updates the definition of sales agents, expanding the group of firms that can place its common stock in at-the-market offerings under Rule 415(a)(4) of the Securities Act.

Which new sales agents were added by Dynex Capital (DX) in Amendment No. 9?

Amendment No. 9 adds Goldman Sachs & Co. LLC and Morgan Stanley & Co. LLC as sales agents. They join existing firms such as J.P. Morgan Securities, BTIG, Citizens JMP Securities, JonesTrading, Keefe, Bruyette & Woods, RBC Capital Markets, UBS, and Wells Fargo Securities.

What type of stock offerings does Dynex Capital (DX) use under this agreement?

The agreement permits at-the-market offerings of Dynex Capital’s common stock. These are transactions deemed “at the market offerings” under Rule 415(a)(4), allowing shares to be offered and sold through designated sales agents into the market over time as conditions allow.

When was Dynex Capital’s original distribution agreement signed and how many times amended?

Dynex Capital’s original distribution agreement was dated June 29, 2018. It has since been amended multiple times, with prior amendments on May 31, 2019, August 3, 2021, June 3, 2022, February 10, 2023, October 29, 2024, May 1, 2025, July 29, 2025, and January 27, 2026.

Does Dynex Capital (DX) pay fees to the sales agents under the amended agreement?

Yes. The disclosure states that the sales agents and their affiliates have provided, and may in the future provide, investment banking, brokerage, and other services. Dynex Capital has paid and expects to pay customary fees and commissions for these services under the amended distribution arrangement.

Where can investors find the full text of Dynex Capital’s Amendment No. 9?

The complete text of Amendment No. 9 is filed as Exhibit 10.1 to the current report. The company notes that its brief description is qualified in its entirety by reference to this exhibit, which is incorporated by reference in the disclosure.

Filing Exhibits & Attachments

5 documents