Scott Kennedy’s mREIT Earnings Series: Assessing Dynex Capital’s And AGNC Investment’s Performance For Q2 2024
Summary
This earnings assessment article reviews DX’s and AGNC’s BV and core earnings/EAD performance during Q2 2024 and compares results to my expectations. Earnings remain a key driver to stock performance.
DX’s BV matched my/our expectations (exact match) while its core earnings/EAD was a notable outperformance. DX’s operational expenses were positivel…