AGNC Investment Corp. (AGNC): Billionaire Brian Higgins Remains Bullish on This Stock

We just covered Billionaire Brian Higgins’ 10 Stock Picks With Huge Upside Potential and AGNC Investment Corp. (NASDAQ:AGNC) ranks 3rd on this list.

AGNC Investment Corp. (NASDAQ:AGNC) has had a stop-start relationship with King Street Capital. The fund first disclosed a stake in the company back in the first quarter of 2021. This position comprised 4 million shares but was sold off by the next quarter. A new position was then opened in the fourth quarter of 2022, consisting of just under 1.5 million shares. This, too, was sold off by the next quarter. In the third quarter of 2025, another position was opened, consisting of 1.3 million shares. Filings for the fourth quarter of 2025 show that the fund owned 3.2 million shares in the firm, up 145% compared to filings for the previous quarter.

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Despite a comprehensive loss driven by geopolitical tensions in the Middle East in March, the core operations of AGNC Investment Corp. (NASDAQ:AGNC) outperformed expectations. The firm reported a Q1 2026 EPS of $0.42, surpassing the analyst forecast of $0.37. The net interest spread increased by 25 basis points, reaching 2.06%. Hedge funds are rewarding this operational robustness, as it proves the company can generate cash even when mortgage-backed security spreads widen temporarily. AGNC remains one of the most consistent monthly dividend payers in the REIT sector, currently yielding approximately 13.37%.

While we acknowledge the risk and potential of AGNC as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than AGNC and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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