In the third quarter, Arkadios Wealth Advisors raised its position in AGNC Investment Corp. by 79.9%, acquiring an additional 54,006 shares to bring its total holdings to 121,595 shares. According to the latest Form 13F filing, this stake was valued at approximately $1.19 million at quarter end, marking one of the largest single-quarter increases among institutional investors and underscoring Arkadios’s bullish outlook on AGNC’s leveraged mortgage-backed securities strategy.

Several other asset managers also added to their AGNC positions. Compass Financial Group increased its stake by 5.3%, Brighton Jones lifted holdings by 7.2%, KG&L Capital Management grew its stake by 2.4% and Nwam LLC added 4.5% in the same quarter. Huntington National Bank reported a 32.2% increase in the prior quarter. Collectively, institutional investors now own 38.28% of AGNC’s shares, reflecting sustained confidence in the REIT’s income-focused business model.

AGNC’s CEO, Peter J. Federico, sold 45,798 shares on October 27, reporting proceeds of about $470,000. Post-sale, his personal holdings stood at 1,557,401 shares, representing a 2.86% reduction in insider ownership. While this transaction slightly lowers insider exposure to the company, Federico’s remaining stake—valued at nearly $16 million—is consistent with continued alignment between management and shareholder interests.

AGNC is set to report fourth-quarter results on January 26, with analysts forecasting adjusted EPS of $0.37 and total revenue near $358.7 million. The company’s low debt-to-equity ratio (approximately 0.005) and focus on agency mortgage-backed securities position it to capitalize on current mortgage rate dynamics, potentially boosting net interest income. AGNC also declared its next monthly dividend at $0.12 per share, translating to an annualized yield of roughly 12.2% and reflecting a dividend payout ratio above 200%, which remains a key metric for income-oriented investors.