Federal Agricultural Mortgage Corp. (AGM)
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-11-05
NYSEFinancialsFinancial - Credit ServicesSnapshot 2026-11-05
QuarterlyIQ Insights · AGM
How strong the business is — where it ranks within its sector on capital efficiency and cash generation, and how well management has been executing.
How this business ranks within financials on a research-validated quality screen. As of 2026-11-04.
The screen ranks AGM against its sector on four durable signals: share dilution, return on capital, free-cash-flow yield, and FCF margin. Historically the highest-quality names tended toward better typical outcomes and fewer bad years over multi-year holds (strongest at three years, modest at one), and that pattern showed up even before the price moved. It characterizes business quality, not price direction.
Each leg is a sector-relative percentile (higher is better); 3 of 4 legs were available for this name. The composite is built from these four; the raw value follows each percentile for context.
A forward quality tilt, not a price prediction, and context for your own research rather than a recommendation. Not investment advice.
How management runs the business: capital, margins, balance sheet, and how reliably they guide and deliver.
Each factor is a parallel diagnostic with a clear read of what it shows and how names like it have historically fared. Never aggregated into a single score.
Operating income rose in 1 of the last 3 quarter-over-quarter moves. Historically, Financials names rated neutral grew net income 55% of the time over the next year (vs 61% for the rest of the cohort, n=10284).
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
A guidance track record builds as the company issues and delivers on guidance.
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
Third Quarter 2026 Highlights • Record outstanding business volume of $38.5 billion, reflecting 24% growth year-over-year • Provided $2.7 billion in liquidity and lending capacity to lenders serving…
Stated in 2 of 3 supplied quarters. Management reported: “• Core return on equity was 16% in the third quarter, reflecting strong margins and efficient deployment of capital.” “Use of Non-GAAP Measures We use "non-GAAP measures" in our analysis of financial information.”
“Third Quarter 2026 Highlights • Record outstanding business volume of $38.5 billion, reflecting 24% growth year-over-year • Provided $2.7 billion in liquidity and lending capacity to lenders serving…”
“Second Quarter 2026 Highlights • Record outstanding business volume of $37.2 billion, reflecting 22% growth year-over-year • Provided $4.0 billion in liquidity and lending capacity to lenders serving…”
Third Quarter 2026 Highlights • Record outstanding business volume of $38.5 billion, reflecting 24% growth year-over-year • Provided $2.7 billion in liquidity and lending capacity to lenders serving…
Stated in 2 of 3 supplied quarters. Management reported: “• Core earnings increased $3.0 million year-over-year and decreased $6.2 million quarter-over-quarter to $52.6 million.” “More complete information about Farmer Mac's performance for second quarter 2026 is in Farmer Mac's Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, filed today with the Securities and Exchange Commission ("SEC").”
We also strengthened our already robust capital base through a successful preferred stock issuance and maintained our expense efficiency ratio below our 30% strategic target, while continuing to inve…
Stated in 1 of 3 supplied quarters. Management reported: “We also strengthened our already robust capital base through a successful preferred stock issuance and maintained our expense efficiency ratio below our 30% strategic target, while continuing to invest for future growth.””
Second Quarter 2026 Highlights • Record outstanding business volume of $37.2 billion, reflecting 22% growth year-over-year • Provided $4.0 billion in liquidity and lending capacity to lenders serving…
Stated in 2 of 3 supplied quarters. Management reported: “Use of Non-GAAP Measures We use "non-GAAP measures" in our analysis of financial information.” “Document Farmer Mac Prices $100 Million of Series I Preferred Stock WASHINGTON, D.C., May 12, 2026, The Federal Agricultural Mortgage Corporation (Farmer Mac; NYSE: AGM and AGM.A) today announced that it has agreed to issue $100 million of Tier 1 capital through the public offering of 6.875% non-cumulative perpetual Series I preferred stock, par value $25.00 per share.”
Increase Tier 1 capital through issuance of preferred stock to strengthen capital base.
Over the trailing year it converted 0.52x of net income into operating cash flow. Historically, Financials names rated fragile grew net income 52% of the time over the next year (vs 60% for the rest of the cohort, n=6873).
Most sensitive to the broad stock market.
Not enough signal to read sensitivity to the US dollar, long-term interest rates, real (inflation-adjusted) rates, Fed net liquidity (low R² over the window).
24 material management or governance events in the past 24 months, led by capital-allocation actions. Historically, Financials names rated volatile grew net income 58% of the time over the next year (vs 59% for the rest of the cohort, n=7346).
Not investment advice. As of 2026-11-05.
“Third Quarter 2026 Highlights • Record outstanding business volume of $38.5 billion, reflecting 24% growth year-over-year • Provided $2.7 billion in liquidity and lending capacity to lenders serving…”
“Second Quarter 2026 Highlights • Record outstanding business volume of $37.2 billion, reflecting 22% growth year-over-year • Provided $4.0 billion in liquidity and lending capacity to lenders serving…”
“We also strengthened our already robust capital base through a successful preferred stock issuance and maintained our expense efficiency ratio below our 30% strategic target, while continuing to inve…”
“Second Quarter 2026 Highlights • Record outstanding business volume of $37.2 billion, reflecting 22% growth year-over-year • Provided $4.0 billion in liquidity and lending capacity to lenders serving…”
“Document Farmer Mac Prices $100 Million of Series I Preferred Stock WASHINGTON, D.C., May 12, 2026 — The Federal Agricultural Mortgage Corporation (Farmer Mac; NYSE: AGM and AGM.A) today announced th…”