In today’s trading session AGNC Investment Corp. outperformed the broader market, advancing by 1.94% despite a 0.6% decline in the S&P 500. Investor demand was driven by a steepening yield curve, enabling AGNC to benefit from lower short‐term funding costs while locking in higher yields on long‐duration Agency MBS. Trading volume in AGNC shares jumped 35% above its 30‐day average, reflecting renewed interest from income‐focused portfolios. Market strategists note that expectations for multiple Fed rate cuts later this year have widened the spread between overnight repo rates and 30‐year MBS yields, a dynamic that directly supports AGNC’s net interest margin and dividend coverage prospects.

AGNC’s Board of Directors unanimously elected Dr. Morris Davis as an independent director effective January 12, 2026, expanding the board to ten members, eight of whom are independent. Dr. Davis previously served on AGNC’s board from May 2008 to March 2025 before joining the President’s Council of Economic Advisors as Chief Housing Economist. He will sit on the Compensation and Corporate Governance Committee and bring deep expertise in housing policy and real estate finance. As Paul V. Profeta Chair at Rutgers Business School and a Visiting Scholar at two Federal Reserve Banks, Dr. Davis has published research cited over 5,400 times, underscoring his influence on U.S. housing markets. AGNC’s Executive Chair, Gary Kain, highlighted that Dr. Davis’s return strengthens governance oversight and supports AGNC’s risk‐management framework amid current rate volatility.