Every material Form 8-K AGNC Investment filed with the SEC in 2026, 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. reported a third-quarter 2026 net loss of $1.17 per common share and a comprehensive loss of $1.28 per share, driven by a $5.0 billion unrealized loss on investment securities. Tangible net book value per share fell 16.9% to $7.13 from $8.58 on June 30, 2026, and the company's economic return on tangible common equity was -12.7% after $0.36 in dividends declared. The results matter to shareholders because book value per share dropped sharply, while the company raised $992 million by issuing 97.6 million common shares.
Net loss of $(1,357) million, or $(1.17) per common share, for the quarter ended September 30, 2026, compared with net income of $654 million in the prior quarter
Tangible net book value per common share fell $1.45, or 16.9%, to $7.13 as of September 30, 2026
Net spread and dollar roll income was $0.37 per common share, down from $0.40 in the prior quarter
Issued 97.6 million common shares through at-the-market offerings for net proceeds of $992 million
AGNC Investment Corp. disclosed a September 10, 2026 amendment to the employment agreement of Executive Chair Gary Kain, setting a $1,300,000 target annual cash bonus and a $1,500,000 target annual long-term equity award starting in 2027. The base salary, termination payments and restrictive covenants are unchanged, so the filing mainly alters incentive pay tied to future performance.
Annual cash bonus target of $1,300,000 for 2027 and later years, payable from 0% to 200% of target, expected in Q1 of the following year
Annual long-term incentive award target of $1,500,000 in company stock starting in 2027, subject to Board approval
67% of the equity award vests on three-year performance metrics; 33% vests annually over three years
Base salary, termination payments and restrictive covenants are unchanged
AGNC Investment Corp. reported second quarter 2026 comprehensive income of $0.52 per share, compared with a loss of $(0.18) per share in the first quarter. Tangible net book value rose to $8.58 per share from $8.38, and the economic return on tangible common equity was 6.7%. Net spread and dollar roll income, a non-GAAP measure, edged down to $0.40 per share from $0.42.
Net income of $0.52 per diluted share for the quarter, versus a net loss of $(0.17) per share in the first quarter of 2026
Net spread and dollar roll income of $0.40 per share, down from $0.42 in the first quarter
Tangible net book value of $8.58 per share as of June 30, 2026, up from $8.38 on March 31, 2026; dividends declared were $0.36 per share
Issued 16.2 million shares through at-the-market offerings for net proceeds of $167 million
AGNC Investment Corp. reported a first-quarter 2026 net loss of $0.17 per common share and a total comprehensive loss of $0.18 per share, compared with net income of $0.83 per share in the fourth quarter of 2025. Tangible net book value fell 5.6% to $8.38 per share, and the economic return on tangible common equity was -1.6% after $0.36 in declared dividends, so shareholders saw book value decline even as net spread income improved.
Net spread and dollar roll income rose to $0.42 per share from $0.35 in the prior quarter, driven by a 25 basis point increase in the net interest spread.
Tangible net book value per share decreased $0.50, from $8.88 on December 31, 2025, to $8.38 on March 31, 2026.
The company issued 38.0 million common shares through at-the-market offerings for net proceeds of $401 million during the quarter.
Management attributed the quarter's results to wider mortgage spreads in March amid conflict in Iran and the Middle East.
AGNC Investment Corp. reported fourth-quarter 2025 results on January 26, 2026. Comprehensive income was $0.89 per common share, up from $0.78 in the prior quarter, and tangible net book value rose 7.2% to $8.88 per share. Net spread and dollar roll income, a non-GAAP measure, was $0.35 per share, unchanged from the prior quarter, and the company declared a $0.36 dividend per share.
Comprehensive income of $0.89 per share, including $0.83 net income and $0.06 other comprehensive income, versus $0.78 in the third quarter of 2025
Tangible net book value of $8.88 per share as of December 31, 2025, up from $8.28 on September 30, 2025; economic return on tangible common equity was 11.6%
Net spread and dollar roll income of $0.35 per share, unchanged from the prior quarter; at-risk leverage fell to 7.2x from 7.6x
Issued 34.9 million common shares through at-the-market offerings for net proceeds of $356 million
AGNC Investment Corp. increased its board from nine to ten members and appointed Morris A. Davis as a director effective January 12, 2026. Davis, a housing economist and former AGNC director from 2008 to 2025, also joined the Compensation and Corporate Governance Committee.
Morris A. Davis appointed to the board effective January 12, 2026, serving until the 2026 annual meeting
Board size increased from nine to ten members
Davis elected to the Compensation and Corporate Governance Committee
Davis previously served on the board from May 2008 to March 2025 before joining the Council of Economic Advisors
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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 →