AGNC Investment Corp vs Seagate Technology Holdings PLC — how do they compare? AGNC Investment Corp trades at $10.96 (market cap $12.91B), while Seagate Technology Holdings PLC trades at $878.73 (market cap $185.97B). The key difference: Seagate Technology Holdings PLC is far larger — about 14.4× AGNC Investment Corp's market cap, and AGNC Investment Corp pays the higher dividend (13.22%). Which is the better fit depends on your goals.
| AGNC | STX | |
|---|---|---|
Market Cap | $12.91B | $185.97B |
Sector | Financials | Technology |
52-Week High | $12.17 | $1.09K |
52-Week Low | $9.46 | $154.43 |
Dividend Yield | 13.22% | 0.36% |
Enterprise Value | — | $188.12B |
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.
Seagate Technology (STX) trades at $879.11, up 9.79% in 24 hours, reflecting strong momentum driven by AI storage demand. The stock shows a neutral technical signal with support near $803 and resistance at $833. Recent earnings beats and a projected 2026 net income margin of 26.1% highlight robust fundamentals, though elevated valuation ratios like a P/E of 59.03 warrant caution. Positive analyst sentiment, with 55% buy ratings and a consensus price target of $1,130, underscores growth optimism amid AI-driven data center expansion.
Outlook: STX benefits from AI storage tailwinds and disciplined supply, but high debt and valuation pose risks. The stock offers growth potential if execution continues, yet volatility from memory market cycles and competitive pressures requires monitoring. Investor focus remains on HAMR technology adoption and sustained margin improvement.
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 →Seagate is a leading supplier of hard disk drives for data storage to the enterprise and consumer markets. It forms a practical duopoly in the market with its chief rival, Western Digital
Read more on STX →