5 Monthly Dividend Stocks To Buy and Hold Forever

4. AGNC Investment Corp. (NASDAQ:AGNC)

Number of Hedge Fund Holders: 31

AGNC Investment Corp. (NASDAQ:AGNC) reported its Q1 2026 earnings on April 21. During the earnings call, President, CEO, Director, and Chief Investment Officer Peter Federico said the company posted a negative economic return of 1.6% for the quarter. He linked the result to a late-quarter risk-off shift. Uncertainty around the war in Iran and the possibility of a broader Middle East conflict increased interest rate volatility, weighed on investor sentiment, and pushed Agency MBS spreads wider.

Federico also said that, at current levels, Agency MBS offer a more attractive return profile. He noted that spreads moved from about 135 basis points at the time of the Q4 call to roughly 150 to 175 basis points over the past two months. In his view, securities in that range present compelling value on both an absolute and relative basis.

Executive Vice President and CFO Bernice Bell said the company reported a comprehensive loss of $0.18 per common share for the quarter. She added that AGNC’s economic return on tangible common equity came in at negative 1.6%. This reflected $0.36 in dividends declared per share and a $0.50 decline in tangible net book value per share. Bell also pointed out that, as of late the prior week, tangible net book value per common share had recovered by about 6% in April, or around 5% after factoring in the monthly dividend accrual. She said this rebound had largely offset the decline seen in the first quarter.

On portfolio positioning, Federico highlighted a shift toward lower coupon holdings and a greater use of swap hedging. He said the portfolio’s market value stood at $95 billion at quarter-end, with $1.7 billion invested mainly in low-coupon specified pools. He also noted that the weighted average coupon declined to 4.95%, down from 5.12% in the prior quarter.

AGNC Investment Corp. (NASDAQ:AGNC) invests in Agency residential mortgage-backed securities (Agency MBS). These securities carry a guarantee against credit losses from entities such as Federal National Mortgage Association, Federal Home Loan Mortgage Corporation, and Government National Mortgage Association.