"What we’re looking for is greater insight into what actions they may take," said Peter Federico, president, CEO and chief investment officer of AGNC Investment.
Better added that it expects to achieve profitability by September, with the performance measured on an earnings before interest, taxes, depreciation and amortization basis.
“Agency MBS was the best performing domestic fixed-income asset class in the fourth quarter,” said Peter Federico, president, CEO and chief investment officer of AGNC.
The impairment rate on securitized non-qualified mortgages didn't recover in December after a spike in November that was thought to be tied to the month ending on a Sunday.
The total delinquency rate for FHA loans in Ginnie Mae mortgage-backed securities rose nearly 100 basis points from the end of September to the end of December, according to a recent Inside Mortgage Trends analysis.
Setting aside Rocket Mortgage’s acquisition of Mr. Cooper Group, bulk MSR sales increased during the fourth quarter, including $58.25 billion of acquisitions by CrossCountry Mortgage. (Includes three data tables.)
The total delinquency rate on loans in agency MBS reached 3.71% at the end of 2025. The last time delinquencies were at that level was early 2021 as the market was recovering from the impact of the pandemic. (Includes data table.)