AGNC Investment Corp vs FTAI Aviation Ltd — how do they compare? AGNC Investment Corp trades at $10.96 (market cap $12.91B), while FTAI Aviation Ltd trades at $229.42 (market cap $23.17B). The key difference: FTAI Aviation Ltd is the larger of the two by market cap, and AGNC Investment Corp pays the higher dividend (13.22%). Which is the better fit depends on your goals.
| AGNC | FTAI | |
|---|---|---|
Market Cap | $12.91B | $23.17B |
Sector | Financials | Industrials |
52-Week High | $12.17 | $310.04 |
52-Week Low | $9.46 | $140.40 |
Dividend Yield | 13.22% | 0.89% |
Enterprise Value | — | $26.29B |
Signals from Pluang's Aura AI — not financial advice
AGNC Investment Corp. trades at $10.955, up 1.81% today, with a bullish technical signal from moving averages. The mortgage REIT reported strong profitability with a 94.38% net income margin and 21.67% ROE. Recent earnings beat expectations in Q1 and Q2 2026, though Q4 2025 missed. The company maintains a consistent monthly dividend, recently paying $0.12 per share. Analyst consensus price target is $11.30, suggesting modest upside from current levels.
AGNC offers high yield income potential with a secure dividend history, but faces interest rate sensitivity as a leveraged mREIT. Revenue growth from $1.8B in 2025 to $2.4B projected for 2026 supports dividend sustainability. Primary risks include mortgage spread compression and Federal Reserve policy changes. Institutional ownership trends show continued interest, with CalPERS increasing its stake in 2026.
FTAI Aviation trades at $229.92, up 6.94% today, with a neutral technical signal and bearish moving averages. Recent earnings missed expectations for three consecutive quarters, though revenue grew to $2.51B in 2025. The company announced a strategic investor relations transition and a significant $1.465B turbine order, signaling operational momentum. Valuation ratios remain elevated, with a P/E of 49.26 and P/B of 57.36, reflecting high growth expectations.
The outlook is mixed: strong analyst consensus (100% buy ratings, $341.67 target) and institutional accumulation support upside, but earnings misses and declining net margins pose risks. Key opportunities include power segment growth and data center demand, while execution on guidance and profitability trends are critical watchpoints for investors.
Trailing returns across standard periods
AGNC Investment Corp is a real estate investment trust that invests in agency residential mortgage-backed securities. The firm's asset portfolio is comprised of residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by a U.S. Government-sponsored enterprise, such as the Federal National Mortgage Association and the Federal Home Loan Mortgage Corporation, or by a U.S. Government agency, such as the Government National Mortgage Association. It also invests in other types of mortgage and mortgage-related residential and commercial mortgage-backed securities or other investments in or related to, the housing, mortgage or real estate markets.
Read more on AGNC →FTAI Aviation owns and maintains a fleet of commercial aircraft and engines. It focuses on the specialized maintenance of the CFM56 engine, helping airlines reduce costs through efficient asset management.
Read more on FTAI →