Two Classes Of Mortgage REITs

Agency mortgage REITs duel to the dividend cut. There are 7 facing off. The top 3 are much better than the other 4. Valuations are important and awful. Deal with it.

Seeking Alpha • Dec 11, 2025

Dividend Power Dogs: 12 Ideal Safer November Stars

Of 35 November Dividend Power Dogs, 12 are recommended for "safer" dividends, with free-cash-flow-yields exceeding dividend-yields, and returns from $1,000 invested equaling-or-exceeding share-price, making them ideal buys. Analyst forecasts project average net gains of 36.78% for the top ten DiviPower stocks by November 2026, with strong upside potential in select financials. Caution is advised for stocks with negative free cash flow margins, as 18 of 35 are considered cash-poor and riskier for dividend sustainability.

Seeking Alpha • Nov 16, 2025

AG Mortgage Investment Trust, Inc. (MITT) Q3 2025 Earnings Call Transcript

AG Mortgage Investment Trust, Inc. ( MITT ) Q3 2025 Earnings Call November 4, 2025 8:30 AM EST Company Participants Jenny Neslin - General Counsel & Secretary Thomas Durkin - President, CEO & Executive Director Nicholas Smith - Chief Investment Officer & Director Anthony Rossiello - CFO, Treasurer & Principal Accounting Officer Conference Call Participants Douglas Harter - UBS Investment Bank, Research Division Crispin Love - Piper Sandler & Co., Research Division Bose George - Keefe, Bruyette, & Woods, Inc., Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Presentation Operator Good day, and thank you for standing by. Welcome to the AG Mortgage Investment Trust, Inc. Third Quarter 2025 Earnings Conference Call.

Seeking Alpha • Nov 4, 2025

AG Mortgage Investment Trust, Inc. Reports Third Quarter 2025 Results

NEW YORK--(BUSINESS WIRE)--AG Mortgage Investment Trust, Inc. ("MITT," "we," the "Company," or "our") (NYSE: MITT) today reported financial results for the quarter ended September 30, 2025. MANAGEMENT REMARKS “We are pleased to report third quarter results and that MITT delivered one of its most active and successful quarters in recent memory,” said T.J. Durkin, Chief Executive Officer and President. “We increased book value, supported our dividend, and furthered our strategic growth with an ex.

Business Wire • Nov 4, 2025

AG Mortgage Investment Trust (MITT) Q3 Earnings Match Estimates

AG Mortgage Investment Trust (MITT) came out with quarterly earnings of $0.23 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.17 per share a year ago.

Zacks Investment Research • Nov 4, 2025

14% Dividend Yield Is Not Enough

Dividends matter. So do losses. Look at a couple of charts and call it a day. Most people don't want to go through all the history, but we can sum up over a decade in a few images. When we compare prices and book value over time, we can see that the huge dividends were not enough. They still are not enough.

Seeking Alpha • Oct 31, 2025

AG Mortgage Investment Trust, Inc. Schedules Third Quarter 2025 Earnings Release and Conference Call

NEW YORK--(BUSINESS WIRE)--AG Mortgage Investment Trust, Inc. (NYSE: MITT) (the “Company”) announced today that it will release third quarter 2025 financial results prior to market open on Tuesday, November 4, 2025. The Company will host a conference call to discuss the results on Tuesday, November 4, 2025, at 8:30 a.m. Eastern Time. To participate in the call by telephone, please dial (800) 343-5172 at least five minutes prior to the start time. International callers should dial (203) 518-9856.

Business Wire • Oct 28, 2025

Dividend Power Dogs: 13 Ideal Safer October Stars

Thirteen of 35 October Dividend Power Dogs are recommended for their "safer" dividends, with free cash-flow yields exceeding dividend yields, making them ideal buys. The Dividend Power strategy focuses on high earnings yield and high dividend yield, creating a resilient portfolio for both downturns and bull markets. Analysts project significant gains for the top ten DiviPower stocks by October 2026, with potential net gains ranging from 36% to 190.33%.

Seeking Alpha • Oct 21, 2025

AG Mortgage Investment Trust PFD Update: Too Risky For My Taste

AG Mortgage Investment Trust, Inc. preferred stocks are now rated Hold for most, but Sell for risk-averse investors due to low coverage and subpar protection. MITT's preferreds offer high yields but are outclassed by the company's Notes, which yield more, have call protection, and rank higher in bankruptcy. All three preferreds are cumulative, past call dates, and not eligible for the 15% tax rate; Series C offers a floating rate coupon.

Seeking Alpha • Oct 17, 2025

Updating AG Mortgage Investment Trust Notes: Only One Would I Buy

AG Mortgage Investment Trust, Inc. offers two 9.5% Senior Notes - MITN and MITP - maturing in 2029, both currently unrated by major agencies. Both MITN and MITP provide high yields, with MITP offering slightly longer call protection, but neither's call date is a decisive factor for selection. MITT's notes are safer than its preferreds, and lower rates could be a double-edged sword, impacting both funding costs and portfolio income.

Seeking Alpha • Sep 30, 2025