AGNC investment company stock is up about 4.7% year-to-date, lower than the S&P 500’s 8.9% gain over the same period. The company reported its second-quarter earnings on July 21: earnings per share (EPS) came in at $0.40, beating the Zacks consensus estimate of $0.38. Revenue for the Q2 2026 period was $305 million, down 16.31% from the Zacks consensus estimate.
AGNC Q2 2026 EPS: $0.40 per share beats expectations
AGNC investment company reported Q2 2026 earnings of $0.40 per share, above the Zacks consensus estimate of $0.38. The beat was 5.26%; EPS in the year-ago quarter was $0.38.
In the prior quarter, EPS was expected to be $0.36, but came in at $0.42, beating expectations by 16.67%. Over the past four quarters, AGNC has had two instances where EPS exceeded the market consensus estimate.
Q2 2026 revenue: $305 million, 16.31% below the consensus estimate
AGNC investment company’s Q2 2026 revenue was $305 million, which was 16.31% below the Zacks consensus estimate. Revenue in the year-ago period was $162 million, showing a significant year-over-year growth rate, but the absolute value still did not meet market expectations.
AGNC has failed to meet the consensus estimate for revenue for four straight quarters. Management’s remarks during the earnings conference call for the company’s Q2 2026 results are viewed by Zacks as an important reference for assessing the stock’s near-term price trends.
AGNC stock up 4.7% year-to-date, below the S&P 500’s expectation
AGNC investment company stock is up about 4.7% year-to-date, lower than the 8.9% gain of the S&P 500 over the same period; Zacks currently rates AGNC as a Grade 3 (Hold), expecting its near-term performance to track the broader market. The market consensus for AGNC’s forward outlook is as follows:
Next quarter EPS consensus estimate: $0.39
Next quarter revenue consensus estimate: $385.84 million
Full-year EPS consensus estimate: $1.57
Full-year revenue consensus estimate: $1.47 billion
In the REIT and equity trusts industry, it ranks in the bottom 19% among more than 250 industries covered by Zacks.
Armour Residential REIT’s next-quarter outlook
Peer Armour Residential REIT (ARR) has not yet reported quarterly results for the period ending June 2026; Zacks’ outlook for ARR’s next quarter calls for EPS of $0.69 (down 10.4% year over year). Over the past 30 days, the market consensus expectation for that quarter’s EPS has remained unchanged; ARR’s next-quarter revenue is expected to be $59.20 million, up 78.9% from the year-ago quarter.
FAQ
What are the actual and expected EPS for AGNC investment company’s Q2 2026?
AGNC investment company’s earnings per share (EPS) for Q2 2026 were $0.40, beating the Zacks consensus estimate of $0.38, by 5.26%; EPS in the year-ago quarter was $0.38.
How has AGNC stock performed in the market this year, and what is the Zacks rating?
AGNC investment company stock is up about 4.7% year-to-date, lower than the 8.9% gain of the S&P 500 over the same period; as of July 21, 2026, Zacks rates AGNC as a Grade 3 (Hold), expecting its near-term performance to track the broader market.
Where does AGNC investment company’s REIT industry rank in Zacks?
The Real Estate Investment Trusts (REIT) and Equity Trusts industry currently ranks in the bottom 19% among more than 250 industries covered by Zacks; Zacks research shows that industries in the top 50% outperform industries in the bottom 50%, by more than 2-to-1.
