Federal Agricultural Mortgage Reports Q4 Earnings Miss
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Feb 19 2026
0mins
Should l Buy AGM?
Source: seekingalpha
Federal Agricultural Mortgage Corporation's shares fell 13.24% as it hit a 52-week low amid broader market gains.
The company reported a Q4 non-GAAP EPS of $3.66, missing estimates by $0.87, which has raised concerns about its profitability and may affect investor confidence. Despite a 6.2% year-over-year revenue growth to $107.5 million, the negative market reaction to the earnings miss led to a 3.76% decline in shares, indicating a challenging outlook for future investor decisions. The company also announced a 7% increase in dividends, reflecting confidence in future cash flows.
This earnings miss could lead to increased scrutiny from investors, potentially impacting the stock's performance in the near term, despite the company's stable revenue growth and dividend increase.
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Analyst Views on AGM
Wall Street analysts forecast AGM stock price to rise
1 Analyst Rating
1 Buy
0 Hold
0 Sell
Moderate Buy
Current: 157.660
Low
219.00
Averages
219.00
High
219.00
Current: 157.660
Low
219.00
Averages
219.00
High
219.00
About AGM
Federal Agricultural Mortgage Corporation is a stockholder-owned, federally chartered corporation that combines private capital and public sponsorship to serve a public purpose. The Company’s secondary market provides liquidity to its agricultural and infrastructure businesses, supporting rural America. The Company’s segments include Farm & Ranch, Corporate AgFinance, Power & Utilities, Broadband Infrastructure, Renewable Energy, Funding, and Investments. The Farm & Ranch segment includes the USDA securities portfolio, Farm & Ranch loans, and AgVantage securities. The Corporate AgFinance segment includes loans and AgVantage securities to larger and more complex farming operations, agribusinesses focused on food and fiber processing, and other supply chain production. The Power & Utilities segment includes loans to rural electric generation and transmission cooperatives and distribution cooperatives, as well as AgVantage securities secured by those types of loans.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Federal Agricultural Mortgage Corp Dividend Outlook
- Dividend Volatility: Federal Agricultural Mortgage Corp (AGM) dividend amounts are closely tied to the company's profitability fluctuations, reflecting changes in its financial health, which investors should monitor to assess future dividend sustainability.
- Historical Data Analysis: By examining AGM's historical dividend chart, investors can better evaluate whether the recent dividend is likely to continue, providing a basis for future investment decisions, especially in the context of seeking a 4% annual yield.
- Yield Expectations: While the current dividend level may attract investors, the inherent uncertainty of dividends necessitates careful evaluation of whether it aligns with individual yield expectations and risk tolerance to avoid potential financial losses.
- Market Perspectives: The views and opinions expressed in the article are solely those of the author and do not necessarily reflect those of Nasdaq, Inc., prompting investors to consider multiple sources of information when making decisions.
See More
Federal Agricultural Mortgage Corporation Q4 2025 Earnings Highlights
- Business Volume Growth: Federal Agricultural Mortgage Corporation reported an increase in outstanding business volume from $31.1 billion in Q3 to $33.4 billion in Q4 2025, with a total net new business volume of $3.8 billion for the year, indicating robust growth in agricultural and infrastructure finance sectors.
- Record Revenue: The company achieved record revenue of $410 million for the year, a 13% increase year-over-year, with core earnings at $182.9 million, although Q4 core earnings were slightly impacted by specific credit provisions, reflecting the company's competitive position in the market.
- Increased Shareholder Returns: The company raised its quarterly dividend from $1.50 to $1.60 per share and repurchased $12.9 million in stock during Q4, returning a total of $78 million to shareholders through dividends and buybacks in 2025, demonstrating a commitment to shareholder value.
- Optimistic Future Outlook: Management expects continued growth in 2026, particularly in the Farm and infrastructure finance segments, and plans to introduce a new product to meet strong market demand for agricultural assets, reflecting confidence in future market opportunities.
See More
Federal Agricultural Mortgage Announces Quarterly Dividend
- Quarterly Dividend Announcement: Federal Agricultural Mortgage Corporation declares a quarterly dividend of $1.60 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which enhances investor confidence.
- Yield Information: The forward yield of 3.68% provides investors with a relatively attractive return, potentially drawing in more small investors seeking stable income amidst market fluctuations.
- Payment Schedule: The dividend is payable on March 31, with a record date of March 16 and an ex-dividend date also on March 16, ensuring shareholders receive their dividends promptly, thereby increasing shareholder satisfaction.
- Historical Performance Reference: Federal Agricultural Mortgage has demonstrated stable performance in past earnings reports, and the sustainability and growth potential of its dividends support its future investment appeal, further solidifying its position among small-cap stocks.
See More
Federal Agricultural Mortgage Q4 Earnings Report
- Earnings Miss: Federal Agricultural Mortgage reported a Q4 non-GAAP EPS of $3.66, missing estimates by $0.87, indicating a decline in profitability that may affect investor confidence.
- Stable Revenue Growth: The company achieved Q4 revenue of $107.5 million, reflecting a 6.2% year-over-year increase, aligning with market expectations and suggesting stable business growth despite the earnings miss.
- Stock Price Reaction: Following the earnings miss, shares fell by 3.76%, indicating a negative market reaction to the financial performance, which could influence future investor decisions.
- Dividend Increase: The company announced a 7% increase in dividends, supported by an outstanding business volume of $33.4 billion, demonstrating confidence in future cash flows and aiming to attract more long-term investors.
See More
First Sabrepoint Capital Acquires Stake in Federal Agricultural Mortgage Corporation
- New Investment Disclosure: On February 13, 2026, First Sabrepoint Capital Management LP disclosed a new position in Federal Agricultural Mortgage Corporation (AGM) by acquiring 44,500 shares valued at $7.81 million, representing 3.01% of its reportable assets under management.
- Holding Overview: Following the filing, First Sabrepoint's top holdings include TPB at $43.36 million (17.8% of AUM), FCFS at $31.08 million (12.8% of AUM), and LAUR at $16.84 million (6.9% of AUM), indicating a diversified investment strategy in agricultural finance.
- Company Financial Performance: As of February 12, 2026, AGM shares were priced at $179.14, down 7.85% over the past year and underperforming the S&P 500 by 20.75 percentage points; however, the company reported a business volume of $31.1 billion in Q3, with net interest income rising 13% year-over-year.
- Market Outlook Analysis: Federal Agricultural Mortgage Corporation continues to expand in the secondary market for agricultural and rural infrastructure loans, maintaining a strong balance sheet with $1.7 billion in core capital and a Tier 1 ratio of 13.9%, suggesting a potential entry point for investors despite recent underperformance.
See More
Top Small-Cap Stocks with Highest Dividend Safety Grades
- Dividend Safety Ratings: Acadian Asset Management (AAMI) leads the list with an A+ dividend safety grade, demonstrating its strong ability to maintain dividends amid uncertain market conditions, appealing to income-seeking investors.
- Diverse Industries: The list includes firms from asset management, real estate services, and various REITs, with all ten companies achieving an A+ rating, indicating robust financial stability and dividend-paying capacity across sectors.
- Rating Criteria: The dividend safety grade evaluates multiple financial factors beyond just current yield to assess a company's ability to sustain dividends through varying market conditions, with grades ranging from A+ to F, where B- and above is considered a Buy.
- Market Impact: As the safety of dividends in small-cap stocks gains attention, investors may increasingly favor these highly rated stocks, potentially driving up their prices and enhancing overall market confidence.
See More
Federal Agricultural Mortgage Corp Dividend Outlook
- Dividend Volatility: Federal Agricultural Mortgage Corp (AGM) dividend amounts are closely tied to the company's profitability fluctuations, reflecting changes in its financial health, which investors should monitor to assess future dividend sustainability.
- Historical Data Analysis: By examining AGM's historical dividend chart, investors can better evaluate whether the recent dividend is likely to continue, providing a basis for future investment decisions, especially in the context of seeking a 4% annual yield.
- Yield Expectations: While the current dividend level may attract investors, the inherent uncertainty of dividends necessitates careful evaluation of whether it aligns with individual yield expectations and risk tolerance to avoid potential financial losses.
- Market Perspectives: The views and opinions expressed in the article are solely those of the author and do not necessarily reflect those of Nasdaq, Inc., prompting investors to consider multiple sources of information when making decisions.
See More
Federal Agricultural Mortgage Corporation Q4 2025 Earnings Highlights
- Business Volume Growth: Federal Agricultural Mortgage Corporation reported an increase in outstanding business volume from $31.1 billion in Q3 to $33.4 billion in Q4 2025, with a total net new business volume of $3.8 billion for the year, indicating robust growth in agricultural and infrastructure finance sectors.
- Record Revenue: The company achieved record revenue of $410 million for the year, a 13% increase year-over-year, with core earnings at $182.9 million, although Q4 core earnings were slightly impacted by specific credit provisions, reflecting the company's competitive position in the market.
- Increased Shareholder Returns: The company raised its quarterly dividend from $1.50 to $1.60 per share and repurchased $12.9 million in stock during Q4, returning a total of $78 million to shareholders through dividends and buybacks in 2025, demonstrating a commitment to shareholder value.
- Optimistic Future Outlook: Management expects continued growth in 2026, particularly in the Farm and infrastructure finance segments, and plans to introduce a new product to meet strong market demand for agricultural assets, reflecting confidence in future market opportunities.
See More
Federal Agricultural Mortgage Announces Quarterly Dividend
- Quarterly Dividend Announcement: Federal Agricultural Mortgage Corporation declares a quarterly dividend of $1.60 per share, consistent with previous distributions, reflecting the company's stable cash flow and profitability, which enhances investor confidence.
- Yield Information: The forward yield of 3.68% provides investors with a relatively attractive return, potentially drawing in more small investors seeking stable income amidst market fluctuations.
- Payment Schedule: The dividend is payable on March 31, with a record date of March 16 and an ex-dividend date also on March 16, ensuring shareholders receive their dividends promptly, thereby increasing shareholder satisfaction.
- Historical Performance Reference: Federal Agricultural Mortgage has demonstrated stable performance in past earnings reports, and the sustainability and growth potential of its dividends support its future investment appeal, further solidifying its position among small-cap stocks.
See More
Federal Agricultural Mortgage Q4 Earnings Report
- Earnings Miss: Federal Agricultural Mortgage reported a Q4 non-GAAP EPS of $3.66, missing estimates by $0.87, indicating a decline in profitability that may affect investor confidence.
- Stable Revenue Growth: The company achieved Q4 revenue of $107.5 million, reflecting a 6.2% year-over-year increase, aligning with market expectations and suggesting stable business growth despite the earnings miss.
- Stock Price Reaction: Following the earnings miss, shares fell by 3.76%, indicating a negative market reaction to the financial performance, which could influence future investor decisions.
- Dividend Increase: The company announced a 7% increase in dividends, supported by an outstanding business volume of $33.4 billion, demonstrating confidence in future cash flows and aiming to attract more long-term investors.
See More
First Sabrepoint Capital Acquires Stake in Federal Agricultural Mortgage Corporation
- New Investment Disclosure: On February 13, 2026, First Sabrepoint Capital Management LP disclosed a new position in Federal Agricultural Mortgage Corporation (AGM) by acquiring 44,500 shares valued at $7.81 million, representing 3.01% of its reportable assets under management.
- Holding Overview: Following the filing, First Sabrepoint's top holdings include TPB at $43.36 million (17.8% of AUM), FCFS at $31.08 million (12.8% of AUM), and LAUR at $16.84 million (6.9% of AUM), indicating a diversified investment strategy in agricultural finance.
- Company Financial Performance: As of February 12, 2026, AGM shares were priced at $179.14, down 7.85% over the past year and underperforming the S&P 500 by 20.75 percentage points; however, the company reported a business volume of $31.1 billion in Q3, with net interest income rising 13% year-over-year.
- Market Outlook Analysis: Federal Agricultural Mortgage Corporation continues to expand in the secondary market for agricultural and rural infrastructure loans, maintaining a strong balance sheet with $1.7 billion in core capital and a Tier 1 ratio of 13.9%, suggesting a potential entry point for investors despite recent underperformance.
See More
Top Small-Cap Stocks with Highest Dividend Safety Grades
- Dividend Safety Ratings: Acadian Asset Management (AAMI) leads the list with an A+ dividend safety grade, demonstrating its strong ability to maintain dividends amid uncertain market conditions, appealing to income-seeking investors.
- Diverse Industries: The list includes firms from asset management, real estate services, and various REITs, with all ten companies achieving an A+ rating, indicating robust financial stability and dividend-paying capacity across sectors.
- Rating Criteria: The dividend safety grade evaluates multiple financial factors beyond just current yield to assess a company's ability to sustain dividends through varying market conditions, with grades ranging from A+ to F, where B- and above is considered a Buy.
- Market Impact: As the safety of dividends in small-cap stocks gains attention, investors may increasingly favor these highly rated stocks, potentially driving up their prices and enhancing overall market confidence.
See More
