AGNC reports Q1 2026 loss of $0.17/share amid geopolitical tensions, declares $0.36 dividend

AGNC Investment Corp. reported a net loss of $0.17 per common share for Q1 2026, driven by increased volatility and geopolitical risks from the Middle East conflict, which widened mortgage-backed securities spreads. Despite this, the company declared dividends totaling $0.36 per share and maintained a strong investment portfolio of $94.7 billion. AGNC's net spread and dollar roll income rose to $0.42 per share, reflecting improved mortgage spreads and active capital management. The company remains optimistic about long-term prospects for Agency MBS, expecting favorable conditions to return as geopolitical tensions ease.