Got $10,000? Realty Income vs. AGNC — Only One Deserves Your Money Right Now

AGNC Investment Corp (NASDAQ:AGNC) and Realty Income (NYSE:O) some transportation the REIT statement and wage monthly dividends, but their astir caller net reports uncover 2 fundamentally antithetic businesses with precise antithetic hazard profiles for income investors putting $10,000 to work.

AGNC runs a leveraged portfolio of government-backed owe securities. It borrows cheaply, buys Agency MBS, and earns the spread. That exemplary worked beautifully successful 2025, erstwhile AGNC generated a full banal instrumentality of 34.8% with dividends reinvested, astir treble the S&P 500. Then March 2026 arrived.

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CEO Peter Federico described the 4th plainly: "This favorable concern situation was, however, rapidly eclipsed successful March by the warfare successful Iran and the imaginable for much wide struggle successful the Middle East. The associated summation successful volatility and antagonistic displacement successful capitalist sentiment caused Agency MBS spreads to benchmark rates to widen."

The effect was a nett nonaccomplishment of $0.17 per stock and a 5.6% diminution successful tangible nett publication worth to $8.38 per share.

Realty Income owns much than 15,000 properties leased to retail, industrial, and gaming tenants nether semipermanent nett leases. Tenants wage spot taxes, insurance, and maintenance. Realty Income collects rent.

Q4 2025 gross came successful astatine $1.49 billion, beating statement by 27.34% and rising 11.0% twelvemonth implicit year. CEO Sumit Roy called the 4th a "meaningful acceleration successful activity" and pointed to $2.4 cardinal successful Q4 concern measurement astatine a 7.1% archetypal weighted mean currency yield.