AGNC Investment Corp vs Iris Energy Limited — how do they compare? AGNC Investment Corp trades at $10.94 (market cap $12.91B), while Iris Energy Limited trades at $42.84 (market cap $14.20B). The key difference: AGNC Investment Corp and Iris Energy Limited are close in size by market cap, and AGNC Investment Corp pays a 13.22% dividend while Iris Energy Limited pays none. Which is the better fit depends on your goals.
| AGNC | IREN | |
|---|---|---|
Market Cap | $12.91B | $14.20B |
Sector | Financials | Energy |
52-Week High | $12.17 | $76.41 |
52-Week Low | $9.46 | $17.73 |
Dividend Yield | 13.22% | — |
Enterprise Value | — | $15.95B |
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.
IREN trades at $43.24, up 11.62% in 24 hours, with a neutral technical signal and bearish moving averages. The company reported Q1 2026 revenue of $501.02M and net income of $86.94M, but missed EPS estimates for three consecutive quarters. Recent news highlights a $2.8B AI contract surge and a raised revenue target above $4B, driving investor optimism despite high valuation ratios like a P/E of 51.6.
Outlook is mixed: strong AI contract growth and analyst consensus price target of $84.43 suggest upside, but execution risks, high valuations, and consistent earnings misses pose challenges. Stock sentiment is buoyed by institutional interest, including a new position by California State Teachers Retirement System in Q2 2026.
Trailing returns across standard periods
Latest headlines on both assets
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 →Iris Energy is a next-generation data center company that powers Bitcoin mining and AI workloads using 100% renewable energy. It focuses on building sustainable infrastructure for the global digital economy.
Read more on IREN →