Home Dividends Analysis Dividend Ideas Financials Interest Rates Why This 13% Yield Is Better Than Its 19% Yielding Peer Aug 29, 2026, 10:30 AM ET AGNC Investment Corp. (AGNC) Stock , IVR Stock 63 Comments 3 Likes Rida Morwa Investing Group Leader Follow Summary AGNC leverages its ~27% premium to book value via its ATM program, issuing new equity above net asset value, making every new share accretive to existing investors. IVR issued over 36 million shares below book value, permanently diluting book value per share. IVR's eye-popping ~19% yield is largely due to shrinking book value and falling share price; AGNC's ~13% yield is backed by expanding net spread income and a growing asset base. Avoid reaching for the highest nominal yield when it is fueled by dilutive capital raises; accumulate AGNC to secure high, durable cash flow supported by smart capital management. Looking for a portfolio of ideas like this one? Members of High Dividend Opportunities get exclusive access to our subscriber-only portfolios. Learn More » Sandwish/iStock via Getty Images Co-authored with Beyond Saving It's garage sale season, which means that you can roam around town and sometimes find fantastic deals on used items that other people no longer need. I know some people love combing through garage sales looking for deals. More on my IG service Join thousands of investors earning reliable +9% income without selling a single share. HDO gives you a model portfolio of 40+ high-yield picks, real-time buy and sell alerts, and direct access to the analysts behind the strategy. +9% income · 40+ holdings · Buy/sell alerts · Expert access Get started with HDO → This article was written by Rida Morwa 127.09K Followers Follow Rida Morwa is a former investment and commercial Banker, with over 35 years of experience. He has been advising individual and institutional clients on high-yield investment strategies since 1991. Rida Morwa leads the Investing Group High Dividend Opportunities where he teams up with some of Seeking Alpha's top income investing analysts. The service focuses on sustainable income through a variety of high yield investments with a targeted safe +9% yield. Features include: model portfolio with buy/sell alerts, preferred and baby bond portfolios for more conservative investors, vibrant and active chat with access to the service’s leaders, dividend and portfolio trackers, and regular market updates. The service philosophy focuses on community, education, and the belief that nobody should invest alone. Learn More. Analyst’s Disclosure: I/we have a beneficial long position in the shares of AGNC either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Beyond Saving, Philip Mause, and Hidden Opportunities, all are supporting contributors for High Dividend Opportunities. Any recommendation posted in this article is not indefinite. We closely monitor all of our positions. We issue Buy and Sell alerts on our recommendations, which are exclusive to our members. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. Like (3) Comments (63)
Curated by Taleb Kabbara · Source: seekingalpha.com