Swiss National Bank Has $21.30 Million Position in AGNC Investment Corp. $AGNC

Swiss National Bank boosted its stake in shares of AGNC Investment Corp. (NASDAQ:AGNC) by 3.4% in the first quarter, Holdings Channel reports. The firm owned 2,123,100 shares of the real estate investment trust’s stock after acquiring an additional 69,100 shares during the period. Swiss National Bank’s holdings in AGNC Investment were worth $21,295,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in the stock. California Public Employees Retirement System lifted its stake in shares of AGNC Investment by 3.4% in the first quarter. California Public Employees Retirement System now owns 1,535,758 shares of the real estate investment trust’s stock worth $15,404,000 after buying an additional 50,194 shares during the last quarter. Advisortrust Partners LLC grew its stake in AGNC Investment by 9.6% in the 1st quarter. Advisortrust Partners LLC now owns 33,571 shares of the real estate investment trust’s stock valued at $337,000 after buying an additional 2,938 shares during the last quarter. Independent Financial Group LLC acquired a new position in AGNC Investment in the 1st quarter valued at $4,033,000. D.A. Davidson & CO. raised its holdings in AGNC Investment by 17.5% in the 1st quarter. D.A. Davidson & CO. now owns 38,937 shares of the real estate investment trust’s stock worth $391,000 after acquiring an additional 5,786 shares during the period. Finally, Navigation Group LLC bought a new position in AGNC Investment in the 1st quarter worth $189,000. Institutional investors and hedge funds own 38.28% of the company’s stock.

Analyst Ratings Changes

AGNC has been the subject of a number of recent analyst reports. Keefe, Bruyette & Woods decreased their price target on shares of AGNC Investment from $12.00 to $11.00 and set a “market perform” rating for the company in a report on Wednesday. Piper Sandler lifted their price objective on AGNC Investment from $11.50 to $12.00 and gave the stock an “overweight” rating in a research note on Thursday, July 2nd. JPMorgan Chase & Co. reissued a “neutral” rating and set a $11.50 price objective (up from $11.00) on shares of AGNC Investment in a research report on Friday, July 17th. UBS Group boosted their price objective on AGNC Investment from $10.50 to $11.00 and gave the stock a “neutral” rating in a research report on Friday, April 24th. Finally, Wells Fargo & Company decreased their target price on AGNC Investment from $12.00 to $11.00 and set an “overweight” rating for the company in a research note on Thursday. Three equities research analysts have rated the stock with a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $11.11.

Insider Transactions at AGNC Investment

In other AGNC Investment news, CEO Peter J. Federico sold 64,412 shares of the company’s stock in a transaction that occurred on Tuesday, April 28th. The stock was sold at an average price of $11.08, for a total value of $713,684.96. Following the completion of the transaction, the chief executive officer owned 1,927,083 shares of the company’s stock, valued at $21,352,079.64. This represents a 3.23% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Donna Blank sold 22,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 6th. The stock was sold at an average price of $10.78, for a total value of $237,160.00. Following the completion of the sale, the director owned 96,471 shares of the company’s stock, valued at $1,039,957.38. This represents a 18.57% decrease in their position. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 150,823 shares of company stock worth $1,661,298. 0.40% of the stock is owned by company insiders.

AGNC Investment News Summary

Here are the key news stories impacting AGNC Investment this week:

• Positive Sentiment: Investor-focused coverage highlighted AGNC’s large, concentrated portfolio and its 13%+ dividend yield, reinforcing the stock’s appeal to income investors. The $97.2 Billion Portfolio Behind AGNC Investment’s 13%+ Yield
• Neutral Sentiment: Another article discussed AGNC in the context of monthly dividend strategies, which keeps the company in front of income-focused investors but does not signal a direct catalyst. The Set It and Forget It Monthly Dividend Stocks Retirees Wish They’d Bought 20 Years Ago
• Neutral Sentiment: Separately, AGNC was mentioned in commentary about interest-rate uncertainty, which matters for mortgage REIT earnings and book value, but the piece was more of a broader sector discussion than a company-specific update. With a 13% Yield but an Uncertain Interest Rate Environment, Is AGNC Stock a Buy?
• Negative Sentiment: Keefe, Bruyette & Woods lowered its price target on AGNC to $11 from $12, signaling slightly weaker upside expectations even while maintaining an overweight rating. Keefe, Bruyette & Woods Lowers AGNC Investment (NASDAQ:AGNC) Price Target to $11.00
• Negative Sentiment: Wells Fargo also cut its price target on AGNC to $11 from $12, reinforcing cautious sentiment around the stock’s near-term valuation. AGNC Investment price target lowered by Wells Fargo & Company

AGNC Investment Price Performance

NASDAQ:AGNC opened at $10.59 on Friday. AGNC Investment Corp. has a one year low of $9.31 and a one year high of $12.19. The company has a fifty day moving average price of $10.61 and a 200 day moving average price of $10.82. The stock has a market cap of $12.16 billion, a P/E ratio of 5.57 and a beta of 1.31.

AGNC Investment (NASDAQ:AGNC) last posted its quarterly earnings results on Monday, July 20th. The real estate investment trust reported $0.40 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.38 by $0.02. AGNC Investment had a net margin of 57.94% and a return on equity of 18.20%. The company had revenue of $305.00 million for the quarter, compared to analyst estimates of $1.06 billion. During the same period last year, the business posted ($0.17) EPS. As a group, equities research analysts anticipate that AGNC Investment Corp. will post 1.59 EPS for the current year.

AGNC Investment Dividend Announcement

The company also recently announced a monthly dividend, which will be paid on Tuesday, August 11th. Investors of record on Friday, July 31st will be given a dividend of $0.12 per share. The ex-dividend date of this dividend is Friday, July 31st. This represents a c) dividend on an annualized basis and a yield of 13.6%. AGNC Investment’s dividend payout ratio (DPR) is 75.79%.

AGNC Investment Profile

AGNC Investment Corp. is a self-managed real estate investment trust (REIT) that primarily acquires and manages a portfolio of residential mortgage-backed securities guaranteed by U.S. government-sponsored enterprises such as Ginnie Mae, Fannie Mae and Freddie Mac. The company employs a leveraged total return strategy, borrowing against its securities to enhance income potential while using interest rate hedges to manage risk. AGNC’s investment objective is to generate attractive monthly dividends and long-term capital appreciation for its shareholders.

Founded in 2008 and headquartered in Bethesda, Maryland, AGNC focuses exclusively on U.S.