AGNC Investment Corp. Q1 2026 Earnings Call Summary
AGNC Investment Corp. reported a negative 1.6% economic return in Q1 2026 due to spread widening against swaps in March, driven by geopolitical uncertainty. The company adjusted its portfolio to lower coupon MBS, reducing the weighted average coupon to 4.95%, and expects lower Agency MBS supply due to rising mortgage rates.
Tickers: $AGNC
Topics: Agency MBS Earnings Call Geopolitical Volatility Portfolio Management Spread Tightening