Wells Fargo raised the firm’s price target on AGNC Investment (AGNC) to $12 from $10 and keeps an Overweight rating on the shares. The firm notes the company reported Q4 core EPS of 35c, below its 38c estimate and consensus at 37c. On the call, AGNC noted that it expects the October and December rate cuts to provide a tailwind to net spread and dollar roll income. The outlook for additional Fed rate cuts in 2026 is constructive for agency MBS REIT stocks and BV, Wells argues.
Meet Samuel – Your Personal Investing Prophet
- Start a conversation with TipRanks’ trusted, data-backed investment intelligence
- Ask Samuel about stocks, your portfolio, or the market and get instant, personalized insights in seconds
Published first on TheFly – the ultimate source for real-time, market-moving breaking financial news. Try Now>>
Read More on AGNC:
- AGNC Investment Corp: Solid Fundamentals and MBS Tailwinds, But Limited Upside Justify a Hold Rating
- AGNC Investment Corp. Earnings: Strong Year, Cautious Path
- AGNC Investment Corp. options imply 2.6% move in share price post-earnings
- Options Volatility and Implied Earnings Moves Today, January 26, 2026
- Options Volatility and Implied Earnings Moves This Week, January 26 – January 30, 2026