Every material Form 8-K AGNC Investment filed with the SEC in 2025, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
AGNC Investment Corp. increased its board from eight to nine members and appointed Christine L. Hurtsellers as a director, effective immediately, with a term running to the 2026 annual meeting. She was also named to the Audit Committee, which adds a director with fixed income and risk management experience to oversight of financial reporting.
Board appointment made at a meeting held December 9, 2025; board size rose from eight to nine members
Hurtsellers was previously CEO of Voya Investment Management from 2016 through 2024, a firm with over $360 billion in assets under management
She joins the Audit Committee and will receive non-employee director compensation, with a standard indemnification agreement to follow
AGNC Investment Corp. reported third-quarter 2025 results, with net income of $806 million, or $0.72 per diluted share, compared with a net loss of $140 million in the prior quarter. Tangible net book value per common share rose 6.0% to $8.28, and the economic return on tangible common equity was 10.6%. Net spread and dollar roll income fell to $0.35 per share from $0.38, and the company raised $345 million of preferred stock and $309 million in net common equity proceeds.
Net income of $806 million, or $0.72 per diluted share, versus a net loss of $140 million, or $(0.17) per share, in Q2 2025
Tangible net book value per common share of $8.28 as of September 30, 2025, up from $7.81 on June 30, 2025
Net spread and dollar roll income of $0.35 per common share, down from $0.38 in the prior quarter; quarterly common dividend declared was $0.36 per share
Issued $345 million of 8.75% Series H preferred stock and 31.0 million common shares through at-the-market offerings for net proceeds of $309 million
AGNC Investment Corp. reported a second-quarter 2025 net loss of $(0.17) per common share, compared with $0.02 in the first quarter, and a comprehensive loss of $(0.13) per share after other comprehensive income. Tangible net book value fell to $7.81 per share from $8.25 at March 31, producing an economic return of -1.0% on tangible common equity, which shareholders absorb through lower book value even though the $0.36 quarterly dividend was maintained.
Net loss per common share of $(0.17) for Q2 2025, versus $0.02 per share for Q1 2025
Tangible net book value per share of $7.81 at June 30, 2025, down 5.3% from $8.25 at March 31, 2025
Net spread and dollar roll income of $0.38 per share, down from $0.44 in the prior quarter
Dividends declared of $0.36 per share for the quarter; the company raised $799 million net through at-the-market offerings by issuing 92.6 million shares
AGNC Investment Corp. reported first-quarter 2025 comprehensive income of $0.12 per common share, made up of $0.02 net income and $0.10 other comprehensive income. Tangible net book value per share fell 1.9% to $8.25, but the company's net spread and dollar roll income rose to $0.44 per share from $0.37 in the prior quarter, and it declared $0.36 in dividends.
Comprehensive income of $0.12 per common share, including $0.02 net income per common share, versus $(0.11) comprehensive loss per share in Q4 2024
Tangible net book value per common share of $8.25 at March 31, 2025, down from $8.41 at December 31, 2024
Net spread and dollar roll income of $0.44 per common share, up from $0.37 in the prior quarter; dividends declared of $0.36 per share
Issued 49.7 million shares through at-the-market offerings for net proceeds of $509 million; tangible 'at risk' leverage ended the quarter at 7.5x
AGNC Investment Corp. released preliminary first quarter 2025 estimates, including total comprehensive income of $0.12 per common share and tangible net book value of $8.25 per share as of March 31, 2025. Tangible net book value per share was estimated to decrease by $0.16 in the quarter, and dividends declared of $0.36 per share were larger than the comprehensive income estimate. The estimates are unaudited, and full first quarter results are due April 21, 2025.
Estimated total comprehensive income of $0.12 per common share for the first quarter of 2025.
Estimated tangible net book value of $8.25 per share as of March 31, 2025, after an estimated $0.16 per share decrease in the quarter.
Dividends declared of $0.36 per share; estimated economic return on tangible common equity of 2.4% for the quarter.
Full first quarter 2025 results will be reported after market close on April 21, 2025.
AGNC director Morris A. Davis resigned effective immediately and will not stand for re-election, citing his appointment to the White House Council of Economic Advisers, and the Board reduced its size from nine to eight members effective March 17, 2025. The company also amended the employment agreement of Christopher J. Kuehl, its Head of Investment Research and Strategy, setting a target annual bonus of at least $1,350,000 and a long-term incentive award of at least $675,000, and reducing his severance multiple from 1.5x to 1.0x.
Morris A. Davis resigned from the Board on March 16, 2025; he will not stand for re-election at the April 17, 2025 annual meeting
Board size reduced from nine to eight members effective March 17, 2025
Christopher J. Kuehl's target annual cash bonus is at least $1,350,000 for 2025 and later years
Severance for Kuehl reduced from 1.5x to 1.0x base salary and target bonus on termination without cause or for good reason
AGNC Investment Corp. reported a fourth-quarter 2024 comprehensive loss of $(0.11) per share, versus comprehensive income of $0.64 per share in the prior quarter. Tangible net book value fell 4.6% to $8.41 per share, and the company declared a $0.36 dividend, producing a -0.6% economic return on tangible common equity for the quarter.
Net income was $0.10 per common share, down from $0.39 in the third quarter; other comprehensive loss was $(0.20) per share.
Tangible net book value per share was $8.41 as of December 31, 2024, down from $8.82 on September 30, 2024.
Net spread and dollar roll income was $0.37 per share, compared with $0.43 in the prior quarter.
The company issued 53.2 million shares through at-the-market offerings for net proceeds of $511 million.
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Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every AGNC Investment filing is on SEC EDGAR ↗. 8-K briefs of other companies →