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AGNC Investment Corp. (AGNC)

USD10.99 -0.14 (-1.26%)
US NASDAQ Real Estate REIT - Mortgage
Address 2 Bethesda Metro Center 20814
Bethesda, MD, US
CEO Peter J. Federico
Website agnc.com
IPO 2008-05-15
CIK 1423689 ISIN US00123Q1040

Explore sections of this company profile

Also trades on Frankfurt Stock Exchange · 4OQ1.F (EUR) London Stock Exchange · 0H6E.L (USD) NASDAQ Global Select · AGNCL (USD) NASDAQ Global Select · AGNCM (USD) NASDAQ Global Select · AGNCN (USD) NASDAQ Global Select · AGNCO (USD) NASDAQ Global Select · AGNCP (USD) NASDAQ Global Select · AGNCZ (USD) NASDAQ Global Select · AGNC (USD)
Description

AGNC Investment Corp. functions as a U.S.-based real estate investment trust (REIT). The firm primarily concentrates its investments on residential mortgage-backed securities (RMBS) and collateralized mortgage obligations (CMOs). A defining feature of these securities is that their principal and interest payments are secured by guarantees from either U.S. government-sponsored entities or federal government agencies. To fund these investments, AGNC largely depends on secured borrowings, specifically organized as repurchase agreements. The company has opted for REIT tax status under the 1986 Internal Revenue Code, which exempts it from federal corporate income taxes, contingent on distributing a minimum of 90% of its taxable profits to its shareholders. Originally established in 2008, the entity, with its headquarters in Bethesda, Maryland, operated as American Capital Agency Corp. until it adopted its current name, AGNC Investment Corp., in September 2016.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD10.99 -0.14 (-1.26%)
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Volume Profile
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Liquidity & share structure
Average Volume
15M
Beta
1.31
Float Shares
1.14B
Free Float %
99.3%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.33% +1.07% -5.54% -7.14% -0.76% -2.89% +16.44% +12.30% -44.12% -44.89% -46.20%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (35 ratings, all time) Hold
Price Targets & DCF
Current price
10.99
Low 10.00 -9.0%
Consensus 11.13 +1.3%
Median 11.25 +2.4%
High 12.00 +9.2%
Ratings Trend (MoM) 36% Bullish
Rating 2026-05 Change
Strong Buy 3 0
Buy 2 0
Hold 9 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month
Last Quarter 2
11.50
+4.6%
Last Year 6
11.33
+3.1%
All Time 14
11.06
+0.6%
Quality scores
Altman Z-Score
-0.94
Distress
Piotroski F-Score
6 / 9
Average
Composite Rating
B
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
5 / 5
High
ROA Score
3 / 5
Medium
D/E Score
1 / 5
Low
P/E Score
3 / 5
Medium
P/Book Score
3 / 5
Medium
Operational MOAT
  • Revenue growth
    -60.8% Q1'26: +358.0% (vs Q1'25)
  • EPS growth
    +58.1% Q1'26: -1,142.9% (vs Q1'25)
  • FCF margin
    Q1'26: +36.9% (vs Q1'25)
  • EBIT margin
    Q1'26: +27.1% (vs Q1'25)
  • ROIC
    Q1'26: +1.0% (vs Q1'25)
  • Share dilution
    +30.2% Q1'26: +21.8% (vs Q1'25)
  • Debt / EBITDA
    21.68× Q1'26: 91.80× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (1.34) × ERP
WACC = 9% × Ke + 91% × Kd (4.1%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Current price: 10.99
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2009
actual
Dec 2010
actual
Dec 2011
actual
Dec 2012
actual
Dec 2013
actual
Dec 2014
actual
Dec 2015
actual
Dec 2016
actual
Dec 2017
actual
Dec 2018
actual
Dec 2019
actual
Dec 2020
actual
Dec 2021
actual
Dec 2022
actual
Dec 2023
actual
Dec 2024
actual
Dec 2025
actual
Dec 2026
4 Rev. Ana.
8 EPS Ana.
Dec 2027
4 Rev. Ana.
8 EPS Ana.
Dec 2028
1 Rev. Ana.
1 EPS Ana.
Revenue
177.87M
est: 121.39M (+46.5%)
361.32M
est: 300.13M (+20.4%)
1.34B
est: 1.23B (+9.3%)
2.78B
est: 2.65B (+5.2%)
666.00M
est: 3.06B (-78.2%)
1.65B
est: 1.90B (-13.4%)
922.00M
est: 1.46B (-36.9%)
-11.00M
est: 1.23B (-100.9%)
1.59B
est: 1.37B (+16.3%)
1.92B
est: 2.00B (-4.2%)
1.08B
est: 2.15B (-49.6%)
341.00M
est: 1.69B (-79.8%)
2.41B
est: 1.26B (+91.9%)
3.30B
est: 1.75B (+89.1%)
1.01B
est: 514.00M (+95.7%)
4.88B
est: 2.92B (+67.2%)
1.91B
est: 3.52B (-45.7%)
4.23B
3.25B – 5.21B
+20.2% YoY
4.24B
3.19B – 5.27B
+0.3% YoY
2.16B
1.66B – 2.68B
-49.1% YoY
EBITDA
162.49M
364.60M
est: 275.25M (+32.5%)
1.06B
est: 1.09B (-2.8%)
1.81B
est: 1.26B (+43.2%)
1.62B
est: 286.72M (+464.7%)
-17.00M
est: -204.69M (+91.7%)
444.00M
est: 551.28M (-19.5%)
980.00M
est: 778.47M (+25.9%)
1.30B
est: 1.23B (+5.4%)
1.33B
est: 1.25B (+6.0%)
2.84B
408.00M
est: 783.67M (-47.9%)
824.00M
est: 657.36M (+25.3%)
-565.00M
est: -598.80M (+5.6%)
2.44B
est: 303.10M (+705.7%)
3.79B
est: 1.72B (+120.6%)
4.70B
est: 2.08B (+126.2%)
2.49B
1.92B – 3.07B
+20.2% YoY
2.50B
1.88B – 3.11B
+0.3% YoY
1.27B
976.79M – 1.58B
-49.1% YoY
EBIT
162.49M
364.60M
1.06B
1.81B
1.62B
-17.00M
444.00M
978.00M
1.30B
1.30B
2.84B
408.00M
824.00M
-565.00M
est: -50.02M (-1,029.5%)
2.44B
est: 303.10M (+705.7%)
3.79B
est: 1.72B (+120.6%)
4.52B
est: 2.08B (+117.7%)
2.49B
1.92B – 3.07B
+20.2% YoY
2.50B
1.88B – 3.11B
+0.3% YoY
1.27B
976.79M – 1.58B
-49.1% YoY
Net Income
118.61M
est: 78.69M (+50.7%)
288.12M
est: 216.81M (+32.9%)
770.48M
est: 789.41M (-2.4%)
1.28B
est: 511.10M (+149.9%)
1.26B
est: -869.58M (+244.8%)
-233.00M
est: -959.88M (+75.7%)
215.00M
est: 195.67M (+9.9%)
623.00M
est: 408.27M (+52.6%)
771.00M
est: 740.03M (+4.2%)
129.00M
est: 30.31M (+325.6%)
688.00M
est: 667.10M (+3.1%)
-266.00M
est: -724.91M (+63.3%)
749.00M
est: 595.48M (+25.8%)
-1.19B
est: -699.63M (-70.1%)
155.00M
est: 436.01M (-64.5%)
863.00M
est: 1.98B (-56.4%)
1.67B
est: 1.57B (+6.6%)
1.61B
1.58B – 1.64B
+2.6% YoY
1.54B
1.51B – 1.57B
-4.2% YoY
1.77B
1.10B – 2.08B
+15.2% YoY
SGA
est: 7.33M (-100.0%)
est: 14.36M (-100.0%)
est: 76.68M (-100.0%)
est: 138.92M (-100.0%)
est: 63.02M (-100.0%)
est: 44.75M (-100.0%)
est: 24.81M (-100.0%)
est: 36.95M (-100.0%)
est: 38.85M (-100.0%)
est: 45.32M (-100.0%)
est: 45.55M (-100.0%)
est: 44.80M (-100.0%)
est: 44.86M (-100.0%)
est: 41.67M (-100.0%)
est: 4.68M (-100.0%)
est: 26.54M (-100.0%)
87.00M
est: 32.03M (+171.6%)
38.49M
29.59M – 47.39M
+20.2% YoY
38.62M
29.02M – 47.98M
+0.3% YoY
19.67M
15.07M – 24.42M
-49.1% YoY
EPS
6.78
est: 2.98 (+127.5%)
7.89
est: 4.30 (+83.7%)
5.02
est: 5.32 (-5.6%)
4.17
est: 6.13 (-32.0%)
3.28
est: 6.76 (-51.5%)
-0.72
est: 5.82 (-112.4%)
0.54
est: 2.37 (-77.2%)
1.79
est: 2.28 (-21.6%)
2.04
est: 2.54 (-19.6%)
0.21
est: 2.42 (-91.3%)
1.16
est: 2.14 (-45.9%)
-0.66
est: 2.61 (-125.3%)
1.23
est: 2.94 (-58.2%)
-2.41
est: 3.04 (-179.3%)
0.05
est: 0.42 (-87.8%)
0.93
est: 1.95 (-52.4%)
1.48
est: 1.53 (-3.3%)
1.56
1.54 – 1.60
+1.9% YoY
1.51
1.47 – 1.53
-2.9% YoY
1.55
1.08 – 2.04
+2.4% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-04-24 UBS Neutral Neutral Maintain
2026-04-16 JP Morgan Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-27 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-26 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-22 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-21 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-20 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-19 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-18 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-15 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-14 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-13 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-12 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-11 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-08 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-07 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-06 B 3/5 2/5 5/5 3/5 1/5 3/5 3/5
2026-05-05 B+ 3/5 2/5 5/5 3/5 1/5 4/5 3/5
2026-05-04 B+ 3/5 2/5 5/5 3/5 1/5 4/5 3/5
2026-05-01 B+ 3/5 2/5 5/5 3/5 1/5 4/5 3/5
2026-04-30 B+ 3/5 2/5 5/5 3/5 1/5 4/5 3/5
2026-04-29 B+ 3/5 3/5 4/5 4/5 1/5 4/5 3/5
2026-04-28 B+ 3/5 3/5 4/5 4/5 1/5 4/5 3/5
2026-04-27 B+ 3/5 3/5 4/5 4/5 1/5 4/5 3/5
2026-04-24 B+ 3/5 3/5 4/5 4/5 1/5 4/5 3/5
2026-04-23 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-22 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-21 A- 4/5 3/5 4/5 4/5 1/5 4/5 4/5
2026-04-20 A- 4/5 3/5 5/5 4/5 1/5 4/5 4/5
2026-04-17 A- 4/5 3/5 5/5 4/5 1/5 4/5 4/5
2026-04-16 A- 4/5 3/5 5/5 4/5 1/5 4/5 4/5
2026-04-15 A- 4/5 3/5 5/5 4/5 1/5 4/5 4/5

Owner Earnings

Owner's Earnings (history) From To
Owner alignment
Owner's Earnings TTM
-28.20B
OE per share TTM
-33.69
Owner's Yield
-241.34%
Maintenance CapEx ratio
26,717.45%
Maint CapEx / Avg PPE
-731.0%

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
714
Total invested
4.29B
Insider transactions (90d)
14
Beneficial owners (>5%)
16
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 The Vanguard Group - 23-1945930 47.42M 9.03% 453.2K 46.32M 1.10M IA Pennsylvania 2022-02-09
2 (1) BlackRock, Inc. 40.81M 5.20% 39.32M HC Delaware 2024-11-12
3 Ltd. 5.00M 33.30% 5.00M 5.00M CO Delaware 2008-05-29
4 American Capital Agency Corp. 4.37M 4.53% 4.37M CO Delaware 2014-07-16
5 American Capital Mortgage Management, LLC 4.37M 4.53% 4.37M CO Delaware 2014-07-16
6 SAB CAPITAL ADVISORS, L.L.C. 1.25M 8.34% 1.25M OO Delaware 2008-05-27
7 SAB CAPITAL MANAGEMENT, L.L.C. 1.25M 8.34% 1.25M OO Delaware 2008-05-27
8 SAB CAPITAL MANAGEMENT, L.P. 1.25M 8.34% 1.25M PN Delaware 2008-05-27
9 SCOTT A. BOMMER 1.25M 8.34% 1.25M IN United States of America 2008-05-27
10 SAB CAPITAL PARTNERS, L.P. 900.4K 6.00% 900.4K PN Delaware 2008-05-27
11 International Value Advisers, LLC 471.8K 6.84% 442.3K 471.8K IA Delaware 2014-02-14
12 SAB OVERSEAS MASTER FUND, L.P. 333.2K 2.22% 333.2K PN Cayman Islands 2008-05-27
13 SAB CAPITAL PARTNERS II, L.P. 18.4K 0.12% 18.4K PN Delaware 2008-05-27
14 04-2683227 9.9K 0.07% IA Massachusetts 2009-03-10
15 Capital, Ltd. (f/k/a American Capital Strategies, Ltd.) 0.00% CO Delaware 2010-11-16
16 Marsh & McLennan Companies, Inc. 0.00% 339.2K 20.23M 308.9K HC Pennsylvania 2015-02-11

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
714
+43 vs prev Q
New positions
118
Closed positions
89
Increased
417
Reduced
168
Put/Call ratio
1.37
Calls held
16.87M
Puts held
23.18M
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 VANGUARD GROUP INC 97.75M +1.3M (+1.4%) 1.05B +103.7M (+11.0%) 9.58% +0.103 pp 0.02% +0.001 pp USD13.94 -23.1% 37 qtrs
2 BLACKROCK, INC. 61.10M +4.9M (+8.7%) 655.04M +104.8M (+19.0%) 5.99% +0.466 pp 0.01% +0.001 pp USD10.22 +4.9% 6 qtrs
3 GEODE CAPITAL MANAGEMENT, LLC 29.10M +1.6M (+5.8%) 312.27M +42.7M (+15.8%) 2.85% +0.149 pp 0.02% +0.002 pp USD11.81 -9.2% 37 qtrs
4 STATE STREET CORP 18.25M +1.1M (+6.4%) 197.77M +27.8M (+16.3%) 1.79% +0.102 pp 0.01% +0.001 pp USD13.91 -22.9% 37 qtrs
5 NORGES BANK 13.23M +13.2M (+100.0%) 141.83M +141.8M (+100.0%) 1.30% +1.297 pp 0.02% +0.015 pp USD10.72 +0.0% 1 qtrs NEW
6 BANK OF AMERICA CORP /DE/ 10.85M +3.6M (+50.3%) 116.32M +45.7M (+64.6%) 1.06% +0.354 pp 0.01% +0.004 pp USD10.42 +2.9% 37 qtrs
7 UBS GROUP AG 9.66M -2.2M (-18.6%) 103.52M -12.6M (-10.9%) 0.95% -0.219 pp 0.02% -0.001 pp USD9.36 +14.5% 37 qtrs
8 EQUITY INVESTMENT CORP 9.52M -32.3K (-0.3%) 102.08M +8.5M (+9.1%) 0.93% -0.006 pp 2.06% +0.101 pp USD11.28 -5.0% 26 qtrs
9 MORGAN STANLEY 7.49M +1.5M (+24.3%) 80.31M +21.3M (+36.1%) 0.73% +0.142 pp 0.00% +0.001 pp USD10.53 +1.8% 37 qtrs
10 VICTORY CAPITAL MANAGEMENT INC 7.11M +1.0K (+0.0%) 76.25M +6.6M (+9.5%) 0.70% -0.002 pp 0.04% +0.002 pp USD9.72 +10.3% 35 qtrs
11 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 7.09M -100.4K (-1.4%) 76.00M +5.6M (+8.0%) 0.70% -0.012 pp 0.01% +0.001 pp USD12.23 -12.3% 37 qtrs
12 RENAISSANCE TECHNOLOGIES LLC 6.86M +592.6K (+9.5%) 73.56M +12.2M (+19.8%) 0.67% +0.057 pp 0.11% +0.033 pp USD9.86 +8.7% 8 qtrs
13 NORTHERN TRUST CORP 6.63M -127.3K (-1.9%) 71.06M +4.9M (+7.4%) 0.65% -0.014 pp 0.01% +0.001 pp USD13.18 -18.7% 37 qtrs
14 BREVAN HOWARD CAPITAL MANAGEMENT LP 5.50M +3.5M (+175.0%) 59.15M +39.6M (+202.1%) 0.54% +0.343 pp 0.65% +0.558 pp USD10.18 +5.3% 4 qtrs
15 DAVIDSON INVESTMENT ADVISORS 4.30M +2.5K (+0.1%) 46.08M +4.0M (+9.6%) 0.42% -0.001 pp 1.92% +0.133 pp USD9.90 +8.3% 11 qtrs
16 VAN ECK ASSOCIATES CORP 4.17M +261.5K (+6.7%) 44.72M +6.4M (+16.8%) 0.41% +0.025 pp 0.04% +0.001 pp USD11.34 -5.5% 38 qtrs
17 TUDOR INVESTMENT CORP ET AL 3.95M +2.9M (+276.5%) 42.38M +32.1M (+312.3%) 0.39% +0.284 pp 0.08% +0.061 pp USD10.47 +2.4% 2 qtrs
18 ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC 3.82M -3.1M (-45.0%) 41.71M -27.2M (-39.5%) 0.37% -0.308 pp 0.07% -0.043 pp USD11.57 -7.3% 17 qtrs
19 RAYMOND JAMES FINANCIAL INC 3.61M -472.6K (-11.6%) 38.69M -1.3M (-3.2%) 0.35% -0.047 pp 0.01% -0.001 pp USD9.29 +15.4% 5 qtrs
20 BANK OF NEW YORK MELLON CORP 3.44M +408.5K (+13.5%) 36.84M +7.2M (+24.3%) 0.34% +0.039 pp 0.01% +0.001 pp USD13.05 -17.9% 37 qtrs
21 KING STREET CAPITAL MANAGEMENT, L.P. 3.25M +1.9M (+145.4%) 34.85M +21.9M (+168.7%) 0.32% +0.189 pp 4.81% +4.256 pp USD10.34 +3.7% 2 qtrs
22 NUVEEN, LLC 3.17M +113.1K (+3.7%) 34.03M +4.1M (+13.5%) 0.31% +0.010 pp 0.01% +0.001 pp USD9.63 +11.3% 4 qtrs
23 SG AMERICAS SECURITIES, LLC 3.11M +3.1M (+19,632.0%) 33.32M +33.2M (+21,536.4%) 0.30% +0.303 pp 0.04% +0.042 pp USD10.71 +0.1% 12 qtrs
24 UBS ASSET MANAGEMENT AMERICAS INC 3.10M +3.1M (+100.0%) 33.21M +33.2M (+100.0%) 0.28% +0.284 pp 0.01% +0.007 pp USD10.72 +0.0% 37 qtrs
25 FMR LLC 2.73M +1.6M (+147.3%) 29.27M +18.5M (+170.8%) 0.27% +0.159 pp 0.00% +0.001 pp USD10.19 +5.2% 37 qtrs
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 2.62M -903.3K (-25.6%) 28.08M -6.4M (-18.6%) 0.26% -0.090 pp 0.00% -0.001 pp USD10.10 +6.1% 37 qtrs
27 INVESCO LTD. 2.58M +67.6K (+2.7%) 27.67M +3.1M (+12.4%) 0.25% +0.006 pp 0.00% +0.000 pp USD12.51 -14.3% 37 qtrs
28 LPL FINANCIAL LLC 2.43M +213.2K (+9.6%) 26.09M +4.4M (+20.0%) 0.24% +0.020 pp 0.01% +0.001 pp USD10.72 +0.0% 37 qtrs
29 MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. 2.41M +115.1K (+5.0%) 25.88M +3.4M (+15.0%) 0.24% +0.011 pp 0.04% +0.003 pp USD9.49 +13.0% 7 qtrs
30 WELLS FARGO & COMPANY/MN 2.27M -119.0K (-5.0%) 24.34M +946.7K (+4.0%) 0.22% -0.012 pp 0.00% +0.000 pp USD9.92 +8.1% 37 qtrs
31 SWISS NATIONAL BANK 2.05M +75.4K (+3.8%) 22.02M +2.6M (+13.7%) 0.20% +0.007 pp 0.01% +0.002 pp USD10.46 +2.5% 15 qtrs
32 ENVESTNET ASSET MANAGEMENT INC 1.96M -2.6K (-0.1%) 20.97M +1.8M (+9.4%) 0.19% -0.001 pp 0.01% +0.001 pp USD10.65 +0.7% 37 qtrs
33 JPMORGAN CHASE & CO 1.83M +405.2K (+28.3%) 19.67M +5.7M (+40.5%) 0.17% +0.028 pp 0.00% +0.000 pp USD11.46 -6.5% 37 qtrs
34 ROYAL BANK OF CANADA 1.80M -2.3M (-56.6%) 19.33M -21.3M (-52.4%) 0.18% -0.231 pp 0.00% -0.004 pp USD9.88 +8.5% 37 qtrs
35 HBK INVESTMENTS L P 1.80M -5.2M (-74.1%) 19.30M -48.8M (-71.7%) 0.18% -0.508 pp 0.15% -0.596 pp USD9.79 +9.5% 11 qtrs
36 ADVISORS CAPITAL MANAGEMENT, LLC 1.71M +25.3K (+1.5%) 18.30M +1.8M (+11.1%) 0.17% +0.002 pp 0.22% +0.011 pp USD10.18 +5.3% 6 qtrs
37 STIFEL FINANCIAL CORP 1.63M +216.4K (+15.3%) 17.44M +3.6M (+26.3%) 0.16% +0.021 pp 0.02% +0.003 pp USD10.11 +6.0% 37 qtrs
38 SQUAREPOINT OPS LLC 1.63M +1.0M (+161.6%) 17.43M +11.3M (+186.5%) 0.16% +0.098 pp 0.02% +0.012 pp USD10.38 +3.3% 8 qtrs
39 ADVISOR GROUP HOLDINGS, INC. 1.56M +345.5K (+28.6%) 16.67M +4.8M (+40.8%) 0.15% +0.034 pp 0.02% +0.008 pp USD10.21 +5.0% 24 qtrs
40 CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 1.49M +38.3K (+2.6%) 15.93M +1.8M (+12.4%) 0.14% -0.006 pp 0.01% +0.001 pp USD13.22 -18.9% 37 qtrs
41 CITIGROUP INC 1.48M +168.7K (+12.9%) 15.87M +3.0M (+23.6%) 0.15% +0.016 pp 0.01% +0.001 pp USD9.83 +9.1% 37 qtrs
42 DUPREE FINANCIAL GROUP, LLC 1.47M -326.1K (-18.1%) 15.77M -1.8M (-10.4%) 0.14% -0.032 pp 5.75% -0.940 pp USD9.69 +10.6% 9 qtrs
43 CITADEL ADVISORS LLC 1.40M -153.8K (-9.9%) 15.04M -201.0K (-1.3%) 0.14% -0.016 pp 0.00% 0.000 pp USD9.55 +12.3% 37 qtrs
44 PARADIGM FINANCIAL PARTNERS, LLC 1.36M +215.6K (+18.9%) 14.53M +3.4M (+30.2%) 0.13% +0.021 pp 1.46% +0.323 pp USD9.72 +10.3% 11 qtrs
45 FWL INVESTMENT MANAGEMENT, LLC 1.25M +276.9K (+28.3%) 13.44M +3.9M (+40.5%) 0.12% +0.027 pp 3.23% +0.741 pp USD9.93 +8.0% 21 qtrs
46 MILLENNIUM MANAGEMENT LLC 1.17M -2.2M (-65.3%) 12.53M -20.4M (-61.9%) 0.11% -0.216 pp 0.01% -0.009 pp USD9.68 +10.7% 12 qtrs
47 COLONY GROUP, LLC 1.26M +108.8K (+9.5%) 12.42M +1.2M (+10.5%) 0.12% +0.010 pp 0.01% -0.004 pp USD9.87 +8.6% 5 qtrs
48 ADVISORS ASSET MANAGEMENT, INC. 1.15M -134.5K (-10.4%) 12.36M -244.5K (-1.9%) 0.11% -0.014 pp 0.21% -0.006 pp USD9.91 +8.2% 37 qtrs
49 GOLDMAN SACHS GROUP INC 1.15M +646.7K (+129.3%) 12.29M +7.4M (+151.1%) 0.11% +0.063 pp 0.00% +0.001 pp USD10.05 +6.7% 3 qtrs
50 LEGAL & GENERAL GROUP PLC 1.12M +1.9K (+0.2%) 11.97M +1.1M (+9.7%) 0.11% 0.000 pp 0.00% +0.000 pp USD15.28 -29.8% 37 qtrs
51 CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. 1.04M +839.9K (+420.9%) 11.14M +9.2M (+470.4%) 0.10% +0.082 pp 0.03% +0.023 pp USD10.54 +1.7% 2 qtrs
52 CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 992.9K +21.5K (+2.2%) 10.64M +1.1M (+11.9%) 0.10% +0.002 pp 0.01% +0.001 pp USD14.38 -25.5% 37 qtrs
53 CENTIVA CAPITAL, LP 967.3K +967.3K (+100.0%) 10.37M +10.4M (+100.0%) 0.09% +0.095 pp 0.08% +0.084 pp USD10.72 +0.0% 16 qtrs
54 CETERA INVESTMENT ADVISERS 932.3K -2.5K (-0.3%) 9.99M +843.0K (+9.2%) 0.09% -0.001 pp 0.01% +0.000 pp USD9.81 +9.3% 28 qtrs
55 COMMONWEALTH EQUITY SERVICES, LLC 917.5K +54.7K (+6.3%) 9.84M +1.4M (+16.4%) 0.09% +0.005 pp 0.01% +0.002 pp USD9.80 +9.4% 8 qtrs
56 RHUMBLINE ADVISERS 912.7K +16.3K (+1.8%) 9.78M +1.0M (+11.5%) 0.09% +0.001 pp 0.01% +0.001 pp USD12.85 -16.6% 38 qtrs
57 TCW GROUP INC 861.0K +— (+0.0%) 9.23M +800.8K (+9.5%) 0.08% 0.000 pp 0.07% -0.005 pp USD15.22 -29.6% 28 qtrs
58 NEUBERGER BERMAN GROUP LLC 849.5K -8.7K (-1.0%) 9.11M +705.1K (+8.4%) 0.08% -0.001 pp 0.01% +0.001 pp USD14.76 -27.4% 37 qtrs
59 CAPTION MANAGEMENT, LLC 847.6K +750.0K (+768.4%) 9.09M +8.1M (+850.9%) 0.08% +0.074 pp 0.06% +0.055 pp USD10.61 +1.0% 2 qtrs
60 SHAY CAPITAL LLC 830.0K -229.4K (-21.7%) 8.90M -1.5M (-14.2%) 0.08% -0.023 pp 0.92% +0.019 pp USD9.79 +9.5% 2 qtrs
61 PRICE T ROWE ASSOCIATES INC /MD/ 818.7K +57.5K (+7.5%) 8.78M +1.3M (+17.8%) 0.08% +0.005 pp 0.00% +0.000 pp USD11.16 -3.9% 37 qtrs
62 JAIN GLOBAL LLC 793.0K +169.9K (+27.3%) 8.50M +2.4M (+39.4%) 0.08% +0.017 pp 0.04% +0.012 pp USD9.65 +11.1% 4 qtrs
63 Y-INTERCEPT (HONG KONG) LTD 786.4K +512.6K (+187.2%) 8.43M +5.7M (+214.5%) 0.07% +0.045 pp 0.19% +0.124 pp USD10.40 +3.1% 4 qtrs
64 DARK FOREST CAPITAL MANAGEMENT LP 725.0K +622.0K (+604.0%) 7.77M +6.8M (+670.8%) 0.07% +0.061 pp 0.35% +0.324 pp USD10.59 +1.2% 11 qtrs
65 PEKIN HARDY STRAUSS, INC. 696.3K -45.3K (-6.1%) 7.46M +204.4K (+2.8%) 0.07% -0.005 pp 0.69% -0.038 pp USD9.77 +9.7% 25 qtrs
66 BOOTHBAY FUND MANAGEMENT, LLC 644.1K -469.7K (-42.2%) 6.90M -4.0M (-36.7%) 0.06% -0.046 pp 0.10% -0.056 pp USD9.79 +9.5% 2 qtrs
67 EVERGREEN CAPITAL MANAGEMENT LLC 595.2K -245.0K (-29.2%) 6.45M -1.9M (-22.5%) 0.06% -0.024 pp 0.14% -0.054 pp USD9.23 +16.1% 23 qtrs
68 BECK CAPITAL MANAGEMENT, LLC 597.3K +18.3K (+3.2%) 6.40M +734.8K (+13.0%) 0.05% -0.002 pp 1.52% +0.217 pp USD9.47 +13.2% 14 qtrs
69 THOMPSON SIEGEL & WALMSLEY LLC 590.5K -1.1M (-65.8%) 6.33M -10.6M (-62.6%) 0.06% -0.112 pp 0.11% -0.167 pp USD12.30 -12.8% 37 qtrs
70 THRIVENT FINANCIAL FOR LUTHERANS 574.6K +94.2K (+19.6%) 6.16M +1.5M (+31.0%) 0.06% +0.009 pp 0.01% +0.002 pp USD10.32 +3.9% 18 qtrs
71 STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 569.9K +17.4K (+3.1%) 6.11M +700.0K (+12.9%) 0.05% -0.002 pp 0.01% +0.001 pp USD16.96 -36.8% 37 qtrs
72 D. E. SHAW & CO., INC. 555.7K +471.4K (+559.1%) 5.96M +5.1M (+621.7%) 0.05% +0.046 pp 0.00% +0.003 pp USD10.55 +1.6% 25 qtrs
73 STATE OF WISCONSIN INVESTMENT BOARD 533.9K -50.3K (-8.6%) 5.72M +3.8K (+0.1%) 0.05% -0.005 pp 0.01% 0.000 pp USD14.31 -25.1% 37 qtrs
74 NEW YORK STATE COMMON RETIREMENT FUND 528.1K +— (+0.0%) 5.66M +491.1K (+9.5%) 0.05% 0.000 pp 0.01% +0.001 pp USD13.91 -22.9% 37 qtrs
75 BNP PARIBAS ARBITRAGE, SNC 509.6K +104.6K (+25.8%) 5.46M +1.5M (+37.8%) 0.05% +0.010 pp 0.00% +0.000 pp USD10.25 +4.6% 36 qtrs
76 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 499.5K +24.7K (+5.2%) 5.36M +706.0K (+15.2%) 0.05% -0.001 pp 0.01% +0.001 pp USD10.83 -1.0% 37 qtrs
77 TCG ADVISORY SERVICES, LLC 491.1K +47.7K (+10.8%) 5.26M +923.6K (+21.3%) 0.05% +0.005 pp 0.14% -0.008 pp USD11.50 -6.8% 21 qtrs
78 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 486.6K +146.5K (+43.1%) 5.22M +4.0M (+314.1%) 0.05% +0.014 pp 0.36% +0.256 pp USD9.97 +7.5% 21 qtrs
79 ALLIANCEBERNSTEIN L.P. 473.5K +49.7K (+11.7%) 5.08M +927.1K (+22.3%) 0.05% +0.005 pp 0.00% +0.000 pp USD13.48 -20.5% 37 qtrs
80 JANE STREET GROUP, LLC 469.8K +72.3K (+18.2%) 5.04M +1.1M (+29.4%) 0.05% +0.007 pp 0.00% +0.000 pp USD9.96 +7.6% 6 qtrs
81 JANUS HENDERSON GROUP PLC 464.6K +21.5K (+4.9%) 4.98M +638.3K (+14.7%) 0.05% +0.002 pp 0.00% +0.000 pp USD10.21 +5.0% 37 qtrs
82 POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY 463.1K +3.8K (+0.8%) 4.96M +467.7K (+10.4%) 0.05% +0.000 pp 0.04% +0.005 pp USD9.36 +14.5% 5 qtrs
83 BALYASNY ASSET MANAGEMENT L.P. 461.6K +461.6K (+100.0%) 4.95M +4.9M (+100.0%) 0.05% +0.045 pp 0.01% +0.006 pp USD10.72 +0.0% 3 qtrs
84 TREASURER OF THE STATE OF NORTH CAROLINA 448.7K -18.9K (-4.0%) 4.81M +232.0K (+5.1%) 0.04% -0.002 pp 0.02% +0.001 pp USD12.30 -12.8% 32 qtrs
85 ADVISORY SERVICES NETWORK, LLC 439.6K +59.4K (+15.6%) 4.71M +990.8K (+26.6%) 0.04% +0.006 pp 0.07% +0.012 pp USD9.82 +9.2% 16 qtrs
86 SEI INVESTMENTS CO 421.5K -49.2K (-10.4%) 4.52M -89.2K (-1.9%) 0.04% -0.005 pp 0.00% -0.001 pp USD11.51 -6.9% 37 qtrs
87 GRAHAM CAPITAL MANAGEMENT, L.P. 420.4K +41.7K (+11.0%) 4.51M +799.1K (+21.6%) 0.04% +0.004 pp 0.11% +0.049 pp USD9.58 +11.9% 5 qtrs
88 XTX TOPCO LTD 416.2K +416.2K (+100.0%) 4.46M +4.5M (+100.0%) 0.04% +0.041 pp 0.12% +0.117 pp USD10.72 +0.0% 1 qtrs NEW
89 JANNEY MONTGOMERY SCOTT LLC 409.1K +26.0K (+6.8%) 4.39M +635.0K (+16.9%) 0.04% +0.002 pp 0.01% +0.001 pp USD10.08 +6.3% 37 qtrs
90 WALLEYE TRADING LLC 408.1K -13.3K (-3.2%) 4.37M +249.3K (+6.0%) 0.04% -0.001 pp 0.01% +0.000 pp USD9.73 +10.2% 26 qtrs
91 J.W. COLE ADVISORS, INC. 466.1K -20.7K (-4.3%) 2.92M -1.8M (-38.7%) 0.05% -0.002 pp 0.07% -0.020 pp USD9.55 +12.3% 10 qtrs
92 BEACH POINT CAPITAL MANAGEMENT LP 5.28M +1.7M (+48.2%) 327.0K -109.3K (-25.1%) 0.48% +0.135 pp 0.13% -0.071 pp USD9.69 +10.6% 5 qtrs
Ownership breakdown by holder

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
1.33
Neutral
Ratio by volume
0.59
Neutral
Buys
8
Sells
6
Shares acquired
136.4K
Shares disposed
232.0K
Cash buys
Cash sales
6.00
Net activity
-95,674
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-05-12 Bell Bernice Officer S-Sale D Common Stock 10,000 10.79 107.9K 406,560 D
2026-05-06 BLANK DONNA Director S-Sale D Common Stock, par value $0.01 per share 22,000 10.78 237.1K 96,471 D
2026-05-04 Mullings Paul E Director S-Sale D Common Stock, par value $0.01 per share 6,800 10.74 73.0K 149,886 D
2026-04-28 Federico Peter J Director / Officer S-Sale D Common Stock 64,412 11.08 713.6K 1,927,083 D
2026-04-27 Federico Peter J Director / Officer S-Sale D Common Stock 64,411 11.03 710.4K 1,991,495 D
2026-04-24 Federico Peter J Director / Officer S-Sale D Common Stock 64,411 10.91 702.6K 2,055,906 D
2026-04-16 SPARK FRANCES Director A-Award A Common Stock, par value $0.01 per share 17,045 0.00 126,634 D
2026-04-16 Mullings Paul E Director A-Award A Common Stock, par value $0.01 per share 17,045 0.00 156,686 D
2026-04-16 Larocca Prue Director A-Award A Common Stock, par value $0.01 per share 17,045 0.00 162,123 D
2026-04-16 JOHNSON ANDREW A JR Director A-Award A Common Stock, par value $0.01 per share 17,045 0.00 113,193 D
2026-04-16 Hurtsellers Christine Director A-Award A Common Stock, par value $0.01 per share 17,045 0.00 17,045 D
2026-04-16 FISK JOHN D Director A-Award A Common Stock, par value $0.01 per share 17,045 0.00 136,539 D
2026-04-16 Davis Morris A. Director A-Award A Common Stock, par value $0.01 per share 17,045 0.00 17,045 D
2026-04-16 BLANK DONNA Director A-Award A Common Stock, par value $0.01 per share 17,045 0.00 118,471 D
2026-03-16 Reid Sean Officer F-InKind D Common Stock 35,030 10.33 361.9K 442,017 D
2026-03-16 Pollack Kenneth L. Officer F-InKind D Common Stock 29,093 10.33 300.5K 546,390 D
2026-03-16 Kain Gary D Director / Officer F-InKind D Common Stock 58,512 10.33 604.4K 1,956,773 D
2026-03-16 Federico Peter J Director / Officer F-InKind D Common Stock 89,873 10.33 928.4K 2,111,757 D
2026-03-16 Bell Bernice Officer F-InKind D Common Stock 48,988 10.33 506.0K 410,802 D
2026-03-02 Reid Sean Officer A-Award A Common Stock 80,717 0.00 475,299 D
2026-03-02 Pollack Kenneth L. Officer A-Award A Common Stock 60,538 0.00 571,389 D
2026-03-02 Kain Gary D Director / Officer A-Award A Common Stock 62,152 0.00 2,010,528 D
2026-03-02 Federico Peter J Director / Officer A-Award A Common Stock 184,977 0.00 2,192,878 D
2026-03-02 Bell Bernice Officer A-Award A Common Stock 89,686 0.00 457,016 D
2026-02-19 Bell Bernice Officer S-Sale D Common Stock 15,000 11.36 170.4K 367,330 D
2026-02-17 Reid Sean Officer F-InKind D Common Stock 53,370 11.30 603.1K 394,582 D
2026-02-17 Pollack Kenneth L. Officer F-InKind D Common Stock 46,566 11.30 526.2K 510,851 D
2026-02-17 Kain Gary D Director / Officer F-InKind D Common Stock 251,989 11.30 2.85M 1,948,376 D
2026-02-17 Federico Peter J Director / Officer F-InKind D Common Stock 299,992 11.30 3.39M 2,007,901 D
2026-02-17 Bell Bernice Officer F-InKind D Common Stock 78,429 11.30 886.2K 417,727 D
2026-01-29 Kain Gary D Director / Officer S-Sale D Common Stock 700,000 11.91 8.34M 2,189,091 D
2026-01-28 Pollack Kenneth L. Officer S-Sale D Common Stock 50,000 12.11 605.5K 552,297 D
2026-01-28 Bell Bernice Officer S-Sale D Common Stock 25,000 12.14 303.5K 491,728 D
2026-01-21 Reid Sean Officer A-Award A Common Stock 117,087 0.00 445,047 D
2026-01-21 Pollack Kenneth L. Officer A-Award A Common Stock 117,087 0.00 602,297 D
2026-01-21 Kain Gary D Director / Officer A-Award A Common Stock 633,605 0.00 2,889,091 D
2026-01-21 Federico Peter J Director / Officer A-Award A Common Stock 754,303 0.00 2,291,553 D
2026-01-21 Bell Bernice Officer A-Award A Common Stock 168,878 0.00 516,728 D
2026-01-12 Davis Morris A. Director Common Stock 0 0.00 0 D
2025-12-09 Hurtsellers Christine Director Common Stock 0 0.00 0 D
2025-11-10 Bell Bernice Officer S-Sale D Common Stock 10,000 10.32 103.2K 339,719 D
2025-11-06 Bell Bernice Officer S-Sale D Common Stock 10,000 10.22 102.2K 349,719 D
2025-10-28 Federico Peter J Director / Officer S-Sale D Common Stock 45,798 10.30 471.6K 1,511,603 D
2025-10-27 Federico Peter J Director / Officer S-Sale D Common Stock 45,798 10.27 470.2K 1,557,401 D
2025-10-24 Federico Peter J Director / Officer S-Sale D Common Stock 45,797 10.16 465.2K 1,603,199 D
2025-08-08 Bell Bernice Officer S-Sale D Common Stock 31,500 9.46 298.0K 354,196 D
2025-07-28 FISK JOHN D Director S-Sale D Common Stock, par value $0.01 per share 20,278 9.65 195.7K 112,685 D
2025-07-25 Mullings Paul E Director S-Sale D Common Stock, par value $0.01 per share 11,000 9.61 105.7K 128,511 D
2025-05-06 BLANK DONNA Director S-Sale D Common Stock, par value $0.01 per share 17,218 8.67 149.3K 90,345 D
2025-05-02 Mullings Paul E Director S-Sale D Common Stock, par value $0.01 per share 13,500 8.84 119.4K 135,146 D
2025-05-01 Bell Bernice Officer S-Sale D Common Stock 8,000 8.88 71.0K 374,019 D
2025-04-29 Pollack Kenneth L. Officer S-Sale D Common Stock 17,500 9.03 158.0K 447,841 D
2025-04-29 Federico Peter J Director / Officer S-Sale D Common Stock 48,334 9.02 436.0K 1,594,754 D
2025-04-29 Bell Bernice Officer S-Sale D Common Stock 10,000 9.06 90.6K 382,019 D
2025-04-28 Federico Peter J Director / Officer S-Sale D Common Stock 48,333 8.88 429.2K 1,643,088 D
2025-04-25 Federico Peter J Director / Officer S-Sale D Common Stock 48,333 8.70 420.5K 1,691,421 D
2025-04-17 SPARK FRANCES Director A-Award A Common Stock, par value $0.01 per share 21,582 0.00 99,354 D
2025-04-17 Mullings Paul E Director A-Award A Common Stock, par value $0.01 per share 21,582 0.00 148,646 D
2025-04-17 Larocca Prue Director A-Award A Common Stock, par value $0.01 per share 21,582 0.00 141,404 D
2025-04-17 JOHNSON ANDREW A JR Director A-Award A Common Stock, par value $0.01 per share 21,582 0.00 84,093 D
2025-04-17 FISK JOHN D Director A-Award A Common Stock, par value $0.01 per share 21,582 0.00 130,181 D
2025-04-17 BLANK DONNA Director A-Award A Common Stock, par value $0.01 per share 21,582 0.00 107,563 D
2025-03-20 Kuehl Christopher Officer 0 0.00 0
2025-03-17 Reid Sean Officer F-InKind D Common Stock 24,638 10.35 255.0K 310,149 D
2025-03-17 Pollack Kenneth L. Officer F-InKind D Common Stock 22,011 10.35 227.8K 461,027 D
2025-03-17 Kuehl Christopher Officer F-InKind D Common Stock 60,494 10.35 626.1K 931,393 D
2025-03-17 Kain Gary D Director / Officer F-InKind D Common Stock 356,207 10.35 3.69M 2,207,032 D
2025-03-17 Federico Peter J Director / Officer F-InKind D Common Stock 76,636 10.35 793.2K 1,730,535 D
2025-03-17 Bell Bernice Officer F-InKind D Common Stock 35,926 10.35 371.8K 389,099 D
2025-03-03 Reid Sean Officer A-Award A Common Stock 72,886 0.00 333,385 D
2025-03-03 Pollack Kenneth L. Officer A-Award A Common Stock 63,168 0.00 479,336 D
2025-03-03 Kuehl Christopher Officer A-Award A Common Stock 131,195 0.00 988,533 D
2025-03-03 Kain Gary D Director / Officer A-Award A Common Stock 67,346 0.00 2,548,236 D
2025-03-03 Federico Peter J Director / Officer A-Award A Common Stock 184,402 0.00 1,798,950 D
2025-03-03 Bell Bernice Officer A-Award A Common Stock 91,107 0.00 422,611 D
2025-02-26 Bell Bernice Officer S-Sale D Common Stock 10,000 10.57 105.7K 331,504 D
2025-02-18 Reid Sean Officer F-InKind D Common Stock 23,979 10.49 251.5K 260,499 D
2025-02-18 Pollack Kenneth L. Officer F-InKind D Common Stock 23,246 10.49 243.9K 416,168 D
2025-02-18 Kuehl Christopher Officer F-InKind D Common Stock 69,271 10.49 726.7K 857,338 D
2025-02-18 Kain Gary D Director / Officer F-InKind D Common Stock 97,634 10.49 1.02M 2,480,890 D
2025-02-18 Federico Peter J Director / Officer F-InKind D Common Stock 104,607 10.49 1.10M 1,614,548 D
2025-02-18 Bell Bernice Officer F-InKind D Common Stock 33,932 10.49 355.9K 341,504 D
2025-02-05 SPARK FRANCES Director S-Sale D Common Stock, par value $0.01 per share 5,000 10.10 50.5K 75,919 D
2025-01-30 Bell Bernice Officer S-Sale D Common Stock 8,000 10.02 80.1K 377,226 D
2025-01-22 Reid Sean Officer A-Award A Common Stock 52,550 0.00 282,494 D
2025-01-22 Pollack Kenneth L. Officer A-Award A Common Stock 58,388 0.00 435,123 D
2025-01-22 Kuehl Christopher Officer A-Award A Common Stock 151,807 0.00 921,558 D
2025-01-22 Kain Gary D Director / Officer A-Award A Common Stock 245,228 0.00 2,561,036 D
2025-01-22 Federico Peter J Director / Officer A-Award A Common Stock 262,742 0.00 1,708,062 D
2025-01-22 Bell Bernice Officer A-Award A Common Stock 72,985 0.00 385,226 D
2024-08-08 Bell Bernice Officer S-Sale D Common Stock 5,000 10.07 50.4K 298,182
2024-08-07 Bell Bernice Officer S-Sale D Common Stock 5,000 10.10 50.5K 303,182
2024-08-06 Bell Bernice Officer S-Sale D Common Stock 5,000 9.97 49.9K 308,182
2024-05-14 BLANK DONNA Director S-Sale D Common Stock, par value $0.01 per share 9,223 9.74 89.8K 77,319
2024-05-07 Bell Bernice Officer S-Sale D Common Stock 1,500 9.65 14.5K 306,473
2024-05-06 Bell Bernice Officer S-Sale D Common Stock 2,000 9.45 18.9K 307,973
2024-05-03 Mullings Paul E Director S-Sale D Common Stock, par value $0.01 per share 5,400 9.40 50.8K 111,827
2024-05-02 Bell Bernice Officer S-Sale D Common Stock 3,500 9.32 32.6K 309,973
2024-04-24 SPARK FRANCES Director S-Sale D Common Stock, par value $0.01 per share 5,000 9.35 46.8K 75,545
2024-04-24 Davis Morris A. Director S-Sale D Common Stock, par value $0.01 per share 16,209 9.32 151.1K 62,241
2024-04-18 SPARK FRANCES Director A-Award A Common Stock, par value $0.01 per share 18,211 0.00 80,545
2024-04-18 Mullings Paul E Director A-Award A Common Stock, par value $0.01 per share 18,211 0.00 117,227
2024-04-18 Larocca Prue Director A-Award A Common Stock, par value $0.01 per share 18,211 0.00 116,075
2024-04-18 JOHNSON ANDREW A JR Director A-Award A Common Stock, par value $0.01 per share 18,211 0.00 53,962
2024-04-18 FISK JOHN D Director A-Award A Common Stock, par value $0.01 per share 18,211 0.00 97,183
2024-04-18 Davis Morris A. Director A-Award A Common Stock, par value $0.01 per share 18,211 0.00 78,450
2024-04-18 BLANK DONNA Director A-Award A Common Stock, par value $0.01 per share 18,211 0.00 85,802
2024-03-15 Reid Sean Officer F-InKind D Common Stock 16,982 9.63 163.5K 216,625
2024-03-15 Pollack Kenneth L. Officer F-InKind D Common Stock 21,559 9.63 207.6K 341,572
2024-03-15 Kuehl Christopher Officer F-InKind D Common Stock 42,794 9.63 412.1K 737,899
2024-03-15 Kain Gary D Director / Officer F-InKind D Common Stock 58,959 9.63 567.8K 2,173,302
2024-03-15 Federico Peter J Director / Officer F-InKind D Common Stock 57,014 9.63 549.0K 1,367,251
2024-03-15 Bell Bernice Officer F-InKind D Common Stock 44,368 9.63 427.3K 311,311
2024-03-01 Reid Sean Officer A-Award A Common Stock 54,279 0.00 232,571
2024-03-01 Pollack Kenneth L. Officer A-Award A Common Stock 54,279 0.00 359,983
2024-03-01 Kuehl Christopher Officer A-Award A Common Stock 126,826 0.00 778,122
2024-03-01 Kain Gary D Director / Officer A-Award A Common Stock 144,676 0.00 2,218,856
2024-03-01 Federico Peter J Director / Officer A-Award A Common Stock 172,233 0.00 1,417,347
2024-03-01 Bell Bernice Officer A-Award A Common Stock 78,288 0.00 353,328
2024-02-15 Reid Sean Officer F-InKind D Common Stock 7,562 9.56 72.3K 178,292
2024-02-15 Pollack Kenneth L. Officer F-InKind D Common Stock 13,679 9.56 130.8K 305,704
2024-02-15 Kuehl Christopher Officer S-Sale D Common Stock 65,000 9.32 605.8K 651,296
2024-02-15 Kain Gary D Director / Officer F-InKind D Common Stock 96,674 9.56 924.2K 2,074,180
2024-02-15 Federico Peter J Director / Officer F-InKind D Common Stock 53,448 9.56 511.0K 1,245,114
2024-02-15 Bell Bernice Officer F-InKind D Common Stock 15,068 9.56 144.1K 275,040
2024-01-26 Bell Bernice Officer S-Sale D Common Stock 10,000 9.85 98.5K 287,282
2024-01-17 Reid Sean Officer A-Award A Common Stock 16,558 0.00 184,578
2024-01-17 Pollack Kenneth L. Officer A-Award A Common Stock 27,966 0.00 315,795
2024-01-17 Kuehl Christopher Officer A-Award A Common Stock 83,824 0.00 750,874
2024-01-17 Kain Gary D Director / Officer A-Award A Common Stock 242,598 0.00 2,154,001
2024-01-17 Federico Peter J Director / Officer A-Award A Common Stock 134,123 0.00 1,289,752
2024-01-17 Bell Bernice Officer A-Award A Common Stock 32,382 0.00 297,282
2023-11-08 Kuehl Christopher Officer S-Sale D Common Stock 65,000 8.50 552.5K 661,843
2023-11-08 Bell Bernice Officer S-Sale D Common Stock 6,000 8.44 50.6K 260,139
2023-08-31 Bell Bernice Officer S-Sale D Common Stock 5,000 9.93 49.7K 258,947
2023-07-27 Davis Morris A. Director P-Purchase A Common Stock, par value $0.01 per share 4,772 10.48 50.0K 55,060
2023-05-24 Reid Sean Officer P-Purchase A Common Stock 11,000 8.91 98.0K 11,000
2023-05-16 Larocca Prue Director S-Sale D Common Stock, par value $0.01 per share 12,000 9.07 108.8K 94,132
2023-05-10 Mullings Paul E Director S-Sale D Common Stock, par value $0.01 per share 3,400 9.40 31.9K 87,369
2023-05-10 Kain Gary D Director / Officer S-Sale D Common Stock 350,000 9.30 3.26M 1,807,479
2023-05-09 BLANK DONNA Director S-Sale D Common Stock, par value $0.01 per share 7,000 9.39 65.7K 59,822
2023-04-28 Bell Bernice Officer S-Sale D Common Stock 2,600 9.90 25.7K 255,500
2023-04-26 Pollack Kenneth L. Officer S-Sale D Common Stock 7,003 9.90 69.3K 260,526
2023-04-26 Davis Morris A. Director S-Sale D Common Stock, par value $0.01 per share 13,998 9.86 138.0K 48,743
2023-04-26 Bell Bernice Officer S-Sale D Common Stock 5,100 9.86 50.3K 258,100
2023-04-20 SPARK FRANCES Director A-Award A Common Stock, par value $0.01 per share 16,533 0.00 57,601
2023-04-20 Mullings Paul E Director A-Award A Common Stock, par value $0.01 per share 16,533 0.00 89,621
2023-04-20 Larocca Prue Director A-Award A Common Stock, par value $0.01 per share 16,533 0.00 105,766
2023-04-20 JOHNSON ANDREW A JR Director A-Award A Common Stock, par value $0.01 per share 16,533 0.00 30,756
2023-04-20 FISK JOHN D Director A-Award A Common Stock, par value $0.01 per share 16,533 0.00 70,837
2023-04-20 Davis Morris A. Director A-Award A Common Stock, par value $0.01 per share 16,533 0.00 62,741
2023-04-20 BLANK DONNA Director A-Award A Common Stock, par value $0.01 per share 16,533 0.00 66,157
2023-03-15 Reid Sean Officer F-InKind D Common Stock 9,096 9.89 90.0K 158,149
2023-03-15 Pollack Kenneth L. Officer F-InKind D Common Stock 15,232 9.89 150.6K 264,847
2023-03-15 Kuehl Christopher Officer F-InKind D Common Stock 25,412 9.89 251.3K 707,549
2023-03-15 Kain Gary D Director / Officer F-InKind D Common Stock 58,359 9.89 577.2K 2,133,661
2023-03-15 Federico Peter J Director / Officer F-InKind D Common Stock 35,728 9.89 353.3K 1,089,713
2023-03-15 Bell Bernice Officer F-InKind D Common Stock 16,909 9.89 167.2K 261,199
2023-03-01 Reid Sean Officer A-Award A Common Stock 49,102 0.00 166,712
2023-03-01 Pollack Kenneth L. Officer A-Award A Common Stock 49,102 0.00 277,736
2023-03-01 Kuehl Christopher Officer A-Award A Common Stock 114,730 0.00 731,543
2023-03-01 Kain Gary D Director / Officer A-Award A Common Stock 130,878 0.00 2,180,869
2023-03-01 Federico Peter J Director / Officer A-Award A Common Stock 155,807 0.00 1,120,580
2023-03-01 Bell Bernice Officer A-Award A Common Stock 70,821 0.00 276,592
2023-02-15 Reid Sean Officer F-InKind D Common Stock 5,640 11.48 64.7K 117,610
2023-02-15 Pollack Kenneth L. Officer F-InKind D Common Stock 11,029 11.48 126.6K 239,544
2023-02-15 Kuehl Christopher Officer F-InKind D Common Stock 35,170 11.48 403.8K 616,813
2023-02-15 Kain Gary D Director / Officer F-InKind D Common Stock 149,897 11.48 1.72M 2,049,991
2023-02-15 Federico Peter J Director / Officer F-InKind D Common Stock 42,775 11.48 491.1K 964,773
2023-02-15 Bell Bernice Officer F-InKind D Common Stock 14,180 11.48 162.8K 205,771
2023-01-26 Reid Sean Officer A-Award A Common Stock 18,545 0.00 122,575
2023-01-26 Pollack Kenneth L. Officer A-Award A Common Stock 27,926 0.00 248,165
2023-01-26 Kuehl Christopher Officer A-Award A Common Stock 77,175 0.00 649,895
2023-01-26 Kain Gary D Director / Officer A-Award A Common Stock 376,987 0.00 2,185,874
2023-01-26 Federico Peter J Director / Officer A-Award A Common Stock 107,578 0.00 1,002,038
2023-01-26 Bell Bernice Officer A-Award A Common Stock 30,541 0.00 218,264
2022-05-04 Davis Morris A. Director S-Sale D Common Stock, par value $0.01 per share 7,520 11.80 88.7K 41,301
2022-04-21 SPARK FRANCES Director A-Award A Common Stock, par value $0.01 per share 12,426 0.00 38,415
2022-04-21 Mullings Paul E Director A-Award A Common Stock, par value $0.01 per share 12,426 0.00 63,863
2022-04-21 Larocca Prue Director A-Award A Common Stock, par value $0.01 per share 12,426 0.00 85,858
2022-04-21 JOHNSON ANDREW A JR Director A-Award A Common Stock, par value $0.01 per share 12,426 0.00 12,426
2022-04-21 FISK JOHN D Director A-Award A Common Stock, par value $0.01 per share 12,426 0.00 49,578
2022-04-21 Davis Morris A. Director A-Award A Common Stock, par value $0.01 per share 12,426 0.00 48,821
2022-04-21 BLANK DONNA Director A-Award A Common Stock, par value $0.01 per share 12,426 0.00 43,358
2022-03-15 Reid Sean Officer F-InKind D Common Stock 5,724 12.90 73.8K 99,204
2022-03-15 Pollack Kenneth L. Officer F-InKind D Common Stock 7,382 12.90 95.2K 199,040
2022-03-15 Kuehl Christopher Officer F-InKind D Common Stock 20,224 12.90 260.9K 559,915
2022-03-15 Federico Peter J Director / Officer F-InKind D Common Stock 25,145 12.90 324.4K 850,572
2022-03-15 Bell Bernice Officer F-InKind D Common Stock 9,966 12.90 128.6K 174,032
2022-03-09 Kain Gary D Director / Officer F-InKind D Common Stock 1,627 12.99 21.1K 1,771,069
2022-03-01 Reid Sean Officer A-Award A Common Stock 22,863 0.00 104,615
2022-03-01 Pollack Kenneth L. Officer A-Award A Common Stock 25,404 0.00 204,863
2022-03-01 Kuehl Christopher Officer A-Award A Common Stock 66,050 0.00 579,352
2022-03-01 Kain Gary D Director / Officer F-InKind D Common Stock 180,788 12.99 2.35M 1,760,053
2022-03-01 Federico Peter J Director / Officer A-Award A Common Stock 114,318 0.00 872,823
2022-02-15 Reid Sean Officer F-InKind D Common Stock 6,285 13.85 87.0K 81,752
2022-02-15 Kuehl Christopher Officer F-InKind D Common Stock 34,473 13.85 477.5K 513,302
2022-02-15 Kain Gary D Director / Officer F-InKind D Common Stock 232,034 13.85 3.21M 1,834,144
2022-02-15 Federico Peter J Director / Officer F-InKind D Common Stock 38,672 13.85 535.6K 758,505
2022-02-15 Bell Bernice Officer F-InKind D Common Stock 18,650 13.85 258.3K 151,291

Executive team

Top executives
EBIT / Employee
852.5K
Shares Outstanding
1.15B

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-03-06 DEFA14A
2026-03-06 DEF 14A
2025-03-20 DEFA14A
2025-03-11 DEFA14A
2025-03-07 DEFA14A
2025-03-07 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-29 8-K
2026-05-29 424B5
2026-05-14 4
2026-05-07 4
2026-05-05 4
2026-05-04 10-Q
2026-04-29 SC 13G
2026-04-28 4
2026-04-20 8-K
2026-04-17 8-K

Executive team

NameTitleCompensationGender
Peter J. Federico President, Chief Executive Officer & Director and Chief Investment Officer 8M male
Gary D. Kain Executive Chairman 4M male
Bernice E. Bell Executive Vice President & Chief Financial Officer 3M female
Christopher J. Kuehl Senior Vice President and Head of Investment Research & Strategy 3M male
Sean Reid Executive Vice President of Strategy & Corporate Development 3M male
Kenneth L. Pollack Executive Vice President, General Counsel, Chief Compliance Officer & Secretary 2M male
Jason Campbell Head of Asset & Liability Management and Senior Vice President male
Katie R. Wisecarver Vice President of Investor Relations female
Cynthia Warnick Vice President of Human Resources female
Christopher Erhorn Senior Vice President & Chief Technology Officer male
ESG Rating
B-
REIT - MORTGAGE
Rank: 93 out of 95
2018
E (Environmental)
45.5 / 72.2
Company / Sector avg.
S (Social)
52.4 / 79.0
Company / Sector avg.
G (Governance)
55.9 / 75.2
Company / Sector avg.
ESG Total
51.3 / 75.4
Company / Sector avg.
ESG Score History REIT - MORTGAGE
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity
Transaction Date Disclosed Representative District Owner Type Amount Link
2023-04-10 2023-05-19 Daniel Goldman NY10 Sale $1,001 - $15,000
2023-03-01 2023-04-17 Daniel Goldman NY10 Sale (Partial) $1,001 - $15,000
2022-11-08 2022-12-12 Christopher L. Jacobs NY27 Purchase $1,001 - $15,000
2022-10-07 2022-11-16 Christopher L. Jacobs NY27 Sale (Full) $1,001 - $15,000
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend yield history

Dividend history

Earnings history

Earnings reports

Stock splits