Every 8-K that FANNIE MAE (FNMA) 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 FNMA 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 FNMA filings page.
Fannie Mae reported strong second-quarter 2026 results. Net income was $3.98 billion, up from $3.72 billion in the first quarter and $3.32 billion a year earlier. Net revenues rose to $7.57 billion, driven mainly by higher net interest income, and net worth increased to $116.5 billion as of June 30, 2026. Net interest income was $7.49 billion and total assets were $4.33 trillion. The guaranty book of business remained large at $4.1 trillion, and illustrative return on average required CET1 capital was 10.8%, up from 10.4% in the prior quarter, while the company noted its actual CET1 capital position remains in deficit.
Both major business segments contributed to profitability. The single-family segment earned $3.28 billion of net income and the multifamily segment $704 million, each higher than the prior quarter and year-ago period. Provision for credit losses increased to $485 million (including $226 million single-family and $259 million multifamily), but non-interest expense fell to $2.07 billion. Credit metrics stayed stable to improving, with the single-family serious delinquency rate at 0.58% and the multifamily serious delinquency rate declining to 0.60%. Fannie Mae also highlighted mission activity, providing $125 billion in mortgage market liquidity supporting about 417,000 home purchases, refinances, and rental units, including nearly 110,000 first-time homebuyers.
Fannie Mae reported solid first quarter 2026 results, earning $3.7 billion in net income, up from $3.5 billion in the prior quarter and $3.7 billion a year earlier. Net revenues were $7.3 billion, essentially flat quarter over quarter, while a shift from fair value losses to gains and lower administrative expenses supported profit growth.
The company’s net worth rose to $112.7 billion as of March 31, 2026, a $3.7 billion increase from year-end and up $14.4 billion year over year. Its guaranty book of business totaled $4.1 trillion, with a stable single-family serious delinquency rate of 0.58% and a multifamily rate of 0.78%. Administrative expenses fell 19% from the prior quarter, and Fannie Mae provided $116 billion in liquidity, supporting about 385,000 home purchases, refinances, and rental units.
Fannie Mae has launched fixed-price cash tender offers to repurchase any and all of a series of Connecticut Avenue Securities (CAS) Notes listed in the announcement. The offers are made on the terms set out in an Offer to Purchase and related Notice of Guaranteed Delivery, each dated February 23, 2026.
The offers expire at 5:00 p.m. New York City time on February 27, 2026, unless extended or earlier terminated. Holders who validly tender and have their Notes accepted will receive the stated tender offer consideration per $1,000 of original principal, plus accrued and unpaid interest to, but not including, the expected March 3, 2026 settlement date.
Fannie Mae reported solid 2025 results with lower earnings but a much stronger balance sheet. The company earned $3.5 billion in the fourth quarter of 2025 and $14.4 billion for the full year, while net worth rose to $109.0 billion as of December 31, 2025, up from $94.7 billion a year earlier.
Net revenues were stable at $7.3 billion for the quarter and $29.0 billion for the year, but full‑year net income fell $2.6 billion from 2024, mainly because a $186 million benefit for credit losses in 2024 turned into a $1.6 billion provision in 2025 and fair value gains dropped by $1.7 billion. The $4.1 trillion guaranty book of business continued to generate most net interest income, with single‑family contributing $11.4 billion of 2025 net income and multifamily $2.9 billion.
Credit performance remained strong with low serious delinquency rates, though single‑family delinquencies ticked up to 0.58% and multifamily to 0.74% at year‑end 2025. Fannie Mae also cut annual non‑interest expenses by $141 million, including a $40 million reduction in administrative expenses, and has now achieved 14 straight years of annual profitability.
Fannie Mae reported that the Federal Housing Finance Agency (FHFA), acting as its conservator, used its stockholder powers to re-elect the company’s entire Board of Directors by written consent dated February 3, 2026. The directors re-elected are Barry Habib, Brandon Hamara, Clinton Jones, Omeed Malik, William J. Pulte (Chair), Manuel “Manolo” Sánchez Rodríguez, Scott D. Stowell, and Michael Stucky (Vice Chair).
Each director will serve until the next annual shareholder meeting or until the conservator again elects directors by written consent, and will remain in office until a successor is chosen and qualified or upon earlier resignation, retirement, removal, or death.
Fannie Mae reported that Malloy Evans, its Executive Vice President—Single-Family, left the company effective October 23, 2025. In connection with his departure, he entered into an agreement and general release that provides $1,200,000 (two years of his annual base salary), twelve months of subsidized medical and dental coverage, and six months of outplacement services.
The company also waived a compensation program provision that would have reduced his earned but unpaid fixed deferred salary by 2% for each full or partial month his separation date preceded January 31 of the second year following the performance year. The agreement includes a release of certain claims and remains subject to FHFA approval.
Fannie Mae (FNMA) furnished an update on its latest results. The company filed its Form 10-Q for the quarter ended September 30, 2025, and furnished an accompanying press release, earnings presentation, and financial supplement via an 8-K.
The materials are included as Exhibits 99.1, 99.2, and 99.3 and are incorporated by reference. The information is furnished and not deemed “filed” under Section 18. Fannie Mae also points readers to its website for access to these documents.
Fannie Mae announced executive changes effective October 22, 2025. Priscilla Almodovar stepped down as President, CEO, and director. In connection with her departure, she will receive $1,200,000 (two years of base salary), twelve months of subsidized medical and dental coverage, and six months of outplacement services, along with a general release of claims.
Peter Akwaboah was appointed Acting CEO in addition to his COO role, subject to FHFA approval. John Roscoe and Brandon Hamara were appointed Co‑Presidents, also subject to FHFA approval, with Hamara continuing as a director. The company noted it will amend to provide any required Item 404(a) disclosures for Roscoe and Hamara once determined.
Federal National Mortgage Association (Fannie Mae) amended prior reports to update board committee assignments for two recently appointed directors. The filing states that on October 8, 2025, the Board appointed Omeed Malik to the Nominating and Corporate Governance Committee and Barry Habib to the Compensation and Human Capital Committee.
Both committee appointments are effective November 1, 2025. These updates relate to earlier reports from April 15, 2025 and July 23, 2025, which had disclosed their board appointments but not yet their committee assignments.
Fannie Mae appointed Brandon Hamara to its Board of Directors effective October 7, 2025, with his term lasting until the next annual board election or earlier resignation or removal by the Federal Housing Finance Agency while the company remains in conservatorship. His board committee assignments have not yet been determined.
Hamara was also appointed Senior Vice President and Head of Operations for Single-Family and Multifamily, expected to start in November 2025. His total annual target direct compensation is $1.9 million, made up of $525,000 base salary, $805,000 fixed deferred salary, and $570,000 at-risk deferred salary. He will receive a $270,000 sign-on award in two installments, subject to repayment and forfeiture conditions if he resigns, is terminated for misconduct, or fails a pre-employment background check within a year of any installment. He will receive standard executive relocation benefits, be eligible for regular executive benefits, and will not receive additional pay for board service. Fannie Mae expects to enter into an indemnification agreement with him using its standard form for directors and officers.
Fannie Mae announced offers to purchase its CAS notes under the terms set forth in an offer to purchase and a related notice of guaranteed delivery, each dated September 29, 2025. The Offers are scheduled to expire at 5:00 p.m. New York City time on October 3, 2025, unless extended or earlier terminated. A press release announcing the Offers is attached as Exhibit 99.1 and incorporated by reference. The filing also states that the information in the report and exhibit is not "filed" for purposes of Section 18 of the Exchange Act and will not be incorporated by reference into other Fannie Mae disclosure documents except as expressly specified.
Federal National Mortgage Association (Fannie Mae) reported a board-level leadership change. On September 22, 2025, Karin Kimbrough notified the company of her resignation from Fannie Mae’s Board of Directors, and the resignation was effective the same day. This represents a change in the composition of Fannie Mae’s Board, which oversees the company’s strategy, risk management, and overall governance.