Press Release: Dynex Capital, Inc. Announces Fourth Quarter and Full Year 2025 Results

Dow Jones
Jan 26
GLEN ALLEN, Va.--(BUSINESS WIRE)--January 26, 2026-- 

Dynex Capital, Inc. (the "Company") $(DX)$, a REIT with a long track record of generating dividends from high-quality mortgage assets, reported its fourth quarter and full year 2025 financial results today. Management will host a call today at 10:00 a.m. Eastern Time to discuss the results and business outlook. Details to access the call can be found below under "Earnings Conference Call."

Financial Performance Summary and Other Highlights

   --  Total economic return of $1.29 per common share, or 10.2% of beginning 
      book value, for the fourth quarter of 2025, and $2.75 per common share, 
      or 21.6% of beginning book value, for the full year 2025 
 
   --  Book value per common share of $13.45 as of December 31, 2025 compared 
      to $12.67 as of September 30, 2025 and $12.70 as of December 31, 2024 
 
   --  Comprehensive income of $1.22 per common share and net income of $1.17 
      per common share for the fourth quarter of 2025; comprehensive income of 
      $2.85 per common share and net income of $2.49 per common share for the 
      full year 2025 
 
   --  REIT taxable income for 2025 is estimated at $229 million and includes 
      amortization of deferred tax hedge gains of approximately $100 million 
 
   --  Dividends declared of $0.51 per common share for the fourth quarter of 
      2025 and $2.00 for the full year 2025 
 
   --  Raised equity capital of $393 million during the fourth quarter of 2025 
      through at-the-market ("ATM") common stock issuances, bringing total 
      capital raised for 2025 to $1.2 billion, net of issuance costs 
 
   --  Purchased $3 billion in Agency RMBS and $284 million in Agency CMBS 
      during the fourth quarter, bringing total purchases for 2025 to $8.2 
      billion of Agency RMBS and $1.2 billion of Agency CMBS 
 
   --  Average balance of interest-earning assets increased 58% during 2025 
 
   --  Liquidity of $1.4 billion as of December 31, 2025 
 
   --  Leverage including to-be-announced ("TBA") securities at cost was 7.3 
      times shareholders' equity as of December 31, 2025 
 
   --  Common shares outstanding as of January 22, 2026 were 199,585,507 

Management Remarks

"2025 was a strong year for Dynex. We delivered a 29.4% total shareholder return and a 67% decade-long total return, driven by disciplined execution and rigorous risk management. Our market capitalization nearly tripled over the last 13 months as we raised and deployed capital into attractive opportunities, while strengthening our organization with refreshed leadership, a new independent auditor, and an expanded office footprint. Our strategy remains accretive to long-term value creation, and we enter 2026 resilient and focused on our shareholders," said Smriti Laxman Popenoe, Co-Chief Executive Officer and President.

"Reflecting the company's significant growth, commitment to building resilience and evolving our human capital to align with our vision, we are expanding the breadth and depth of our executive team by separating the roles of Chief Financial Officer and Chief Operating Officer," added Byron L. Boston, Chairman and Co-Chief Executive Officer. "Rob Colligan will bring his expertise to an expanded CFO role, and today we welcome Meakin Bennett as our new Chief Operating Officer. A seasoned operator with deep financial and operational expertise from Fannie Mae, Morgan Stanley, and GE Capital--and a U.S. Navy veteran--Meakin brings the leadership and discipline to continue strengthening our platform."

Earnings Conference Call

As previously announced, the Company's conference call to discuss these results is today at 10:00 a.m. Eastern Time and may be accessed via telephone by dialing (800) 330-6710 and providing the Conference Code 3915006 or by live audio webcast by clicking the "Webcast" button on the Investors page of the Company's website (www.dynexcapital.com), which includes a slide presentation. To listen to the live conference call via telephone, please dial in at least 10 minutes before the call begins. A full replay of the presentation will be available on the same webcast link on the Company's website shortly after the conclusion of the live presentation.

 
Consolidated Balance Sheets 
(unaudited) 
---------------------------------- 
($s in thousands except per share   December 31,   September 30,   December 31, 
data)                                    2025           2025           2024 
                                    -------------  -------------  -------------- 
ASSETS                                                              (audited) 
     Cash and cash equivalents      $    531,043   $    490,989   $   377,099 
     Cash collateral posted to 
      counterparties                     399,344        332,818       244,440 
     Mortgage-backed securities 
      (including pledged of 
      $14,593,470; $12,382,611; 
      and $6,893,629 
      respectively)                   16,306,988     13,230,145     7,512,087 
     Due from counterparties              17,425         25,255        10,445 
     Derivative assets                    10,498         14,100           133 
     Accrued interest receivable          67,940         55,931        32,841 
     Other assets, net                     8,940          9,456         7,534 
                                     -----------    -----------    ---------- 
   Total assets                     $ 17,342,178   $ 14,158,694   $ 8,184,579 
                                     ===========    ===========    ========== 
 
LIABILITIES AND SHAREHOLDERS' EQUITY 
Liabilities: 
     Repurchase agreements          $ 13,904,231   $ 11,753,522   $ 6,563,120 
     Due to counterparties               811,656        270,719       341,924 
     Derivative liabilities                4,830          4,635        22,814 
     Cash collateral posted by 
      counterparties                       8,373         18,424            -- 
     Accrued interest payable             95,196        110,517        44,672 
     Accrued dividends payable            37,171         30,688        16,501 
     Other liabilities                    18,577         12,641        10,612 
                                     -----------    -----------    ---------- 
   Total liabilities                  14,880,034     12,201,146     6,999,643 
 
Shareholders' equity: 
     Preferred stock                $    107,843   $    107,843   $   107,843 
     Common stock                          1,748          1,457           845 
     Additional paid-in capital        2,921,551      2,524,286     1,742,471 
     Accumulated other 
      comprehensive loss                (127,061)      (134,069)     (172,489) 
     Accumulated deficit                (441,937)      (541,969)     (493,734) 
                                     -----------    -----------    ---------- 
   Total shareholders' equity          2,462,144      1,957,548     1,184,936 
                                     -----------    -----------    ---------- 
Total liabilities and 
 shareholders' equity               $ 17,342,178   $ 14,158,694   $ 8,184,579 
                                     ===========    ===========    ========== 
 
Preferred stock aggregate 
 liquidation preference             $    111,500   $    111,500   $   111,500 
Book value per common share         $      13.45   $      12.67   $     12.70 
Common shares outstanding            174,814,912    145,714,136    84,491,800 
 
 
Consolidated Comprehensive Statements of Income 
(Loss) (unaudited) 
--------------------------------------------------- 
                            Three Months Ended         Year Ended 
                       ---------------------------- 
($s in thousands 
except per share       December 31,   September 30,   December 31, 
data)                       2025           2025            2025 
                       -------------  -------------  --------------- 
INTEREST INCOME 
  Interest income      $    177,036   $    149,679   $    533,521 
  Interest expense         (133,552)      (119,068)      (419,165) 
                        -----------    -----------    ----------- 
Net interest income          43,484         30,611        114,356 
 
OTHER GAINS (LOSSES) 
  Unrealized gain on 
   investments, net          84,732        142,469        370,850 
  Gain (loss) on 
   derivatives, net          73,781        (10,694)      (113,093) 
                        -----------    -----------    ----------- 
Total other gains, 
 net                        158,513        131,775        257,757 
 
EXPENSES 
  General and 
   administrative 
   expenses                 (16,367)       (11,464)       (51,508) 
  Other operating 
   expense, net                (272)          (534)        (1,539) 
                        -----------    -----------    ----------- 
Total operating 
 expenses                   (16,639)       (11,998)       (53,047) 
 
Net income                  185,358        150,388        319,066 
  Preferred stock 
   dividends                 (2,760)        (2,827)       (10,191) 
                        -----------    -----------    ----------- 
Net income to common 
 shareholders          $    182,598   $    147,561   $    308,875 
                        ===========    ===========    =========== 
 
Other comprehensive 
income: 
  Unrealized gain on 
   available-for-sale 
   investments, net           7,008         14,966         45,428 
                        -----------    -----------    ----------- 
Total other 
 comprehensive 
 income                       7,008         14,966         45,428 
                        -----------    -----------    ----------- 
Comprehensive income 
 to common 
 shareholders          $    189,606   $    162,527   $    354,303 
                        ===========    ===========    =========== 
 
Weighted average 
 common shares-basic    156,041,438    135,952,339    124,128,422 
Weighted average 
 common 
 shares-diluted         157,213,691    136,927,985    125,067,280 
Net income per common 
 share-basic           $       1.17   $       1.09   $       2.49 
Net income per common 
 share-diluted         $       1.16   $       1.08   $       2.47 
Dividends declared 
 per common share      $       0.51   $       0.51   $       2.00 
 

Summary of Fourth Quarter and Full Year 2025 Results

The Company's total economic return ("TER") for the fourth quarter of 2025 of $1.29 per common share was comprised of an increase in book value of $0.78 per common share and dividends declared of $0.51 per common share. For the year ended December 31, 2025, the Company's TER of $2.75 per common share was comprised of an increase in book value of $0.75 per common share and dividends declared of $2.00 per common share. The increase in book value for both periods was largely driven by asset appreciation. The Company grew its capital base and added to its mortgage-backed securities portfolio throughout the year and benefitted from lower repurchase agreement financing rates following the three U.S. Federal Funds rate cuts in 2025.

The following tables summarize the changes in the Company's financial position during the fourth quarter and fiscal year 2025:

 
($s in thousands                     Components of        Common 
except per share     Net Changes     Comprehensive        Equity 
data)                in Fair Value       Income         Rollforward 
-----------------   --------------  ---------------  ---------------- 
Balance as of 
 September 30, 
 2025 (1)                                             $  1,846,048 
  Net interest 
   income                             $     43,484 
  Net periodic 
   interest from 
   interest rate 
   swaps                                     7,598 
  Operating 
   expenses                                (16,639) 
  Preferred stock 
   dividends                                (2,760) 
  Changes in fair 
  value: 
     MBS and other   $     91,740 
     TBAs                  17,292 
     U.S. Treasury 
      futures              12,260 
     Options on 
      U.S. 
      Treasury 
      futures              (7,344) 
     Interest rate 
      swaps                47,734 
     Interest rate 
      swaptions            (3,759) 
                        --------- 
  Total net change 
   in fair value                           157,923 
                                    ---  --------- 
Comprehensive 
 income to common 
 shareholders                                              189,606 
Capital 
transactions: 
  Net proceeds 
   from stock 
   issuance (2)                                            397,556 
  Common dividends 
   declared                                                (82,566) 
                                                         --------- 
Balance as of 
 December 31, 2025 
 (1)                                                  $  2,350,644 
------------------  --------------  ---------------      ========= 
 
 
(1)   Amounts represent total shareholders' equity less the aggregate 
      liquidation preference of the Company's preferred stock of $111,500. 
(2)   Net proceeds from common stock issuances during the fourth quarter of 
      2025 include approximately $393 million from ATM issuances and 
      approximately $4 million from amortization of share-based compensation, 
      net of grants. 
 
 
($s in thousands     Net Changes    Components of        Common 
except per share       in Fair      Comprehensive        Equity 
data)                   Value           Income         Rollforward 
-----------------   -------------  ---------------  ---------------- 
Balance as of 
 December 31, 2024 
 (1)                                                 $  1,073,436 
   Net interest 
    income                          $     114,356 
   Net periodic 
    interest from 
    interest rate 
    swaps                                  45,063 
   Operating 
    expenses                              (53,047) 
   Preferred stock 
    dividends                             (10,191) 
   Changes in 
   fair value: 
     MBS and other   $   416,278 
     TBAs                 94,646 
     U.S. Treasury 
      futures            (46,190) 
     Options on 
      U.S. 
      Treasury 
      futures             (7,852) 
     Interest rate 
      swaps             (194,715) 
     Interest rate 
      swaptions           (4,045) 
                        -------- 
   Total net 
    change in fair 
    value                                 258,122 
                                       ---------- 
Comprehensive 
 income to common 
 shareholders                                             354,303 
Capital 
transactions: 
   Net proceeds 
    from stock 
    issuance (2)                                        1,179,983 
   Common 
    dividends 
    declared                                             (257,078) 
                                                        --------- 
Balance as of 
 December 31, 2025 
 (1)                                                 $  2,350,644 
                                                        ========= 
 
 
(1)   Amounts represent total shareholders' equity less the aggregate 
      liquidation preference of the Company's preferred stock of $111,500. 
(2)   Net proceeds from common stock issuances during the year ended December 
      31, 2025 include approximately $1.2 billion from ATM issuances and 
      approximately $11 million from amortization of share-based compensation, 
      net of grants. 
 

Investment Portfolio and Financing

The following table provides detail on the Company's MBS investments, including TBA securities, as of the periods indicated:

 
                              December 31, 2025                      September 30, 2025 
                    -------------------------------------  -------------------------------------- 
                     Amortized    Unrealized                 Amortized    Unrealized 
                    Cost/Implied     Gain                  Cost/Implied      Gain 
($ in thousands)     Cost Basis     (Loss)     Fair Value   Cost Basis      (Loss)    Fair Value 
-----------------   ------------  ----------  -----------  -------------  ----------  ----------- 
Fixed rate Agency RMBS: 
  2.0% coupon       $    613,475  $(116,378)  $   497,097  $     626,357  $(121,099)  $   505,258 
  2.5% coupon            535,039    (90,135)      444,904        546,065    (94,283)      451,782 
  4.0% coupon            293,432    (11,543)      281,889        300,076    (14,048)      286,028 
  4.5% coupon (1)      1,853,757     27,547     1,881,304      1,749,387     14,881     1,764,268 
  5.0% coupon          3,913,622     83,915     3,997,537      3,402,253     61,931     3,464,184 
  5.5% coupon          6,361,758    104,011     6,465,769      5,153,380     67,022     5,220,402 
  6.0% coupon          1,419,727     13,133     1,432,860        505,328      5,944       511,272 
  TBA 4.0%             1,101,441      1,323     1,102,764      1,183,947        869     1,184,816 
  TBA 4.5% (2)         1,425,945      4,191     1,430,136        833,230      1,389       834,619 
  TBA 5.0%               175,287        383       175,670        252,163       (251)      251,912 
  TBA 5.5%               185,175        456       185,631        251,709        244       251,953 
  TBA 6.0%               226,218        704       226,922             --         --            -- 
                     -----------   --------    ----------   ------------   --------    ---------- 
Total Agency RMBS   $ 18,104,876  $  17,607   $18,122,483  $  14,803,895  $ (77,401)  $14,726,494 
                     ===========   ========    ==========   ============   ========    ========== 
 
Agency CMBS         $  1,213,107  $   5,236   $ 1,218,343  $     929,273  $   4,566   $   933,839 
CMBS IO                   87,557       (272)       87,285         94,227     (1,115)       93,112 
                     -----------   --------    ----------   ------------   --------    ---------- 
  Total             $ 19,405,540  $  22,571   $19,428,111  $  15,827,395  $ (73,950)  $15,753,445 
                     ===========   ========    ==========   ============   ========    ========== 
(1) Includes a par value of $9 million of 4.5% 15-year Agency RMBS at December 31, 2025 and 
September 30, 2025. 
(2) Includes notional amount of $690 million of 4.5% 15-year TBA securities at December 31, 2025 
and September 30, 2025. 
 

The following table provides detail on the Company's repurchase agreement borrowings outstanding as of the dates indicated:

 
                             December 31, 2025                  September 30, 2025 
                     ---------------------------------  ---------------------------------- 
                                                WAVG                               WAVG 
                                   Weighted   Original                Weighted    Original 
Remaining Term                      Average   Term to                  Average    Term to 
 to Maturity           Balance       Rate     Maturity    Balance       Rate      Maturity 
------------------   -----------  ----------  --------  -----------  ----------  --------- 
($s in thousands) 
Less than 30 days    $ 9,146,566   4.11%            75  $ 7,845,206   4.44%             86 
30 to 90 days          4,757,665   4.07%            94    3,130,470   4.44%            117 
91 to 180 days                --     --%            --      777,846   4.42%            177 
                      ----------  -----       --------   ----------  -----       --------- 
  Total              $13,904,231   4.10%            81  $11,753,522   4.44%            100 
                      ==========  =====       ========   ==========  =====       ========= 
 

The following table provides details on the performance of the Company's MBS, repurchase agreement financing, and interest rate swaps for the fourth quarter of 2025 compared to the prior quarter:

 
                                                 Three Months Ended 
                    ---------------------------------------------------------------------------- 
                              December 31, 2025                     September 30, 2025 
                    -------------------------------------  ------------------------------------- 
                                              Effective                              Effective 
                     Interest     Average       Yield/      Interest     Average       Yield/ 
                     Income/      Balance     Financing     Income/      Balance     Financing 
($s in thousands)     Expense     (1)(2)      Cost(3)(4)     Expense     (1)(2)      Cost(3)(4) 
                    ----------  -----------  ------------  ----------  -----------  ------------ 
Agency RMBS         $ 158,160   $12,712,611    4.98%       $ 136,921   $11,137,193    4.92% 
Agency CMBS             9,992       915,117    4.27%           5,380       488,441    4.32% 
CMBS IO(5)              1,484        90,573    6.25%           1,740        97,693    7.02% 
Other investments           7           769    3.22%              16           841    3.84% 
                     --------    ----------  ------   ---   --------    ----------  ------ --- 
  Subtotal            169,643    13,719,070    4.94%         144,057    11,724,168    4.91% 
Cash equivalents        7,393                                  5,622 
                     --------                               -------- 
  Total interest 
   income           $ 177,036                              $ 149,679 
 
Repurchase 
 agreement 
 financing           (133,552)   12,469,902   (4.19)%       (119,068)   10,468,568   (4.45)% 
                     --------                ------         --------                ------ 
  Net interest 
   income/net 
   interest 
   spread           $  43,484                  0.75%       $  30,611                  0.46% 
                     ========                ======   ===   ========                ====== === 
 
Net periodic 
 interest from 
 interest rate 
 swaps                  7,598                  0.24%          14,265                  0.54% 
                     --------                ------   ---   --------                ------ --- 
  Economic net 
   interest income 
   (6)              $  51,082                  0.99%       $  44,876                  1.00% 
                     ========                ======   ===   ========                ====== === 
*Table Note: Data may not foot due to rounding. 
 
 
(1)   Average balance for assets is calculated as a simple average of the 
      daily amortized cost and excludes securities pending settlement if 
      applicable. 
(2)   Average balance for liabilities is calculated as a simple average of the 
      daily borrowings outstanding during the period. 
(3)   Effective yield is calculated by dividing annualized interest income by 
      the average balance of asset type outstanding during the reporting 
      period. Unscheduled adjustments to premium/discount 
      amortization/accretion, such as for prepayment compensation, are not 
      annualized in this calculation. 
(4)   Financing cost is calculated by dividing annualized interest expense by 
      the total average balance of borrowings outstanding during the period 
      with an assumption of 360 days in a year. 
(5)   CMBS IO ("Interest only") includes Agency and non-Agency issued 
      securities. 
(6)   Represents a non-GAAP measure. See "Non-GAAP Financial Measures" below 
      for a reconciliation to the most comparable GAAP financial measure. 
 

Hedging Portfolio

The following tables provide details on the Company's interest rate hedging portfolio as of the dates indicated:

 
                       December 31, 2025       September 30, 2025 
                     ----------------------  ----------------------- 
                                     WAVG 
                       Notional     Fixed      Notional      WAVG 
                     Amount Long     Pay     Amount Long   Fixed Pay 
Derivative Type        (Short)       Rate      (Short)       Rate 
------------------   ------------  --------  ------------  --------- 
($s in thousands) 
5-year U.S. 
 Treasury futures    $   (30,000)    n/a     $   (30,000)     n/a 
10-year U.S. 
 Treasury futures     (1,475,000)    n/a      (1,190,000)     n/a 
30-year U.S. 
 Treasury futures     (1,153,500)    n/a        (953,500)     n/a 
                      ----------              ---------- 
                     $(2,658,500)            $(2,173,500) 
                      ----------              ---------- 
 
3-5 year interest 
 rate swaps          $ 2,450,000    3.42%    $ 1,550,000     3.42% 
5-7 year interest 
 rate swaps            4,070,000    3.66%      3,760,000     3.67% 
7-10 year interest 
 rate swaps            3,090,000    3.87%      2,550,000     3.90% 
10-15 year interest 
 rate swaps               75,000    3.77%             --      --% 
                      ----------              ---------- 
                     $ 9,685,000             $ 7,860,000 
                      ==========              ========== 
 
 
                      December 31, 2025      September 30, 2025 
                     --------------------  ----------------------- 
                                Average                  Average 
                                 Fixed                    Fixed 
                     Notional   Receive     Notional     Receive 
($s in thousands)     Amount      Rate       Amount       Rate 
                     --------  ----------  ----------  ----------- 
1-2 year interest 
 rate swaption       $750,000    3.25%     $  750,000     3.25% 
3-month options on 
 U.S. Treasury 
 futures              500,000     n/a       1,000,000      n/a 
 

The following table provides detail on the Company's "gain (loss) on derivatives, net" recognized in the Company's consolidated statements of comprehensive income (loss) during the periods indicated:

 
                                           Three Months Ended 
                               ------------------------------------------- 
                                December 31, 2025     September 30, 2025 
                               -------------------  ---------------------- 
Unrealized gain (loss): 
  TBA securities                $           4,806    $         (28,541) 
  U.S. Treasury futures                    50,038               41,174 
  Options on U.S. Treasury 
   futures                                 (7,344)                (508) 
  Interest rate swaps                      47,734              (30,320) 
  Interest rate swaptions                  (3,759)              (1,279) 
                                   --------------       -------------- 
                                           91,475              (19,474) 
Realized gain (loss) upon 
settlement, maturity or 
termination: 
   TBA securities                          12,486               56,112 
   U.S. Treasury futures                  (37,778)             (61,597) 
   Interest rate swaps                         --                   -- 
                                   --------------       -------------- 
                                          (25,292)              (5,485) 
Net periodic interest: 
   Interest rate swaps                      7,598               14,265 
                                   --------------       -------------- 
Gain (loss) on derivatives, 
 net                            $          73,781    $         (10,694) 
                                   ==============       ============== 
 
 

The Company typically designates certain of its interest rate derivatives as hedges for tax purposes. Gains and losses realized upon maturity or termination of derivatives designated as hedges for tax purposes are amortized into the Company's REIT taxable income over the original periods hedged by those derivatives. These hedge gains are not included in the Company's current or future earnings available for distribution ("EAD"), a non-GAAP measure, but will be part of the Company's future distribution requirements. The table below provides the projected amortization of the Company's net deferred tax hedge gains that may be recognized as taxable income over the periods indicated, given conditions known as of December 31, 2025; however, uncertainty inherent in the forward interest rate curve makes future realized gains and losses difficult to estimate, and as such, these projections are subject to change for any given period.

 
Projected Period of Recognition for Tax Hedge Gains, 
Net                                                       December 31, 2025 
------------------------------------------------------   ------------------- 
                                                          ($ in thousands) 
Fiscal year 2026                                           $          95,972 
Fiscal year 2027                                                      91,382 
Fiscal year 2028                                                      85,347 
Fiscal year 2029 and thereafter                                      285,531 
                                                         ---  -------------- 
                                                           $         558,232 
                                                         ===  ============== 
 
 

Non-GAAP Financial Measures

In evaluating the Company's financial and operating performance, management considers book value per common share, total economic return to common shareholders, and other operating results presented in accordance with GAAP as well as certain non-GAAP financial measures, which include earnings available for distribution ("EAD") to common shareholders (including per common share) and economic net interest income (and the related metric economic net interest spread). Management believes these non-GAAP financial measures may be useful to investors because they are viewed by management as a measure of the investment portfolio's return based on the effective yield of its investments, net of financing costs and, with respect to EAD, net of other normal recurring operating income/expenses.

Drop income/loss generated by TBA dollar roll positions, which is included in "gain (loss) on derivatives instruments, net" on the Company's consolidated statements of comprehensive income, is included in EAD because management views drop income/loss as the economic equivalent of net interest income on the underlying Agency security from trade date to settlement date. However, drop income/loss does not represent the total realized gain/loss from the Company's TBA securities.

Management also includes net periodic interest from its interest rate swaps, which is included in "gain (loss) on derivatives instruments, net", in each of these non-GAAP measures because interest rate swaps are used by the Company to economically hedge the impact of changing interest rates on its borrowing costs from repurchase agreements, and including net periodic interest from interest rate swaps is a helpful indicator of the Company's total financing cost in addition to GAAP interest expense.

Non-GAAP financial measures are not a substitute for GAAP earnings and may not be comparable to similarly titled measures of other REITs because they may not be calculated in the same manner. Furthermore, though EAD is one of several factors our management considers in determining the appropriate level of distributions to common shareholders, it should not be utilized in isolation, and it is not an accurate indication of the Company's REIT taxable income or its distribution and dividend requirements in accordance with the Internal Revenue Code.

Reconciliations of each non-GAAP measure to certain GAAP financial measures are provided below.

 
                                              Three Months Ended 
                                      ---------------------------------- 
($s in thousands except per share       December 31,     September 30, 
data)                                       2025              2025 
                                      ----------------  ---------------- 
Comprehensive income to common 
 shareholders (GAAP)                  $    189,606      $    162,527 
Less: 
  Change in fair value of 
   investments, net (1)                    (91,740)         (157,435) 
  Change in fair value of derivative 
   instruments, net (2)                    (63,467)           28,507 
                                       -----------       ----------- 
EAD to common shareholders 
 (non-GAAP)                           $     34,399      $     33,599 
                                       ===========       =========== 
 
Weighted average common shares         156,041,438       135,952,339 
EAD per common share (non-GAAP)       $       0.22      $       0.25 
 
Net interest income (GAAP)            $     43,484      $     30,611 
  Net periodic interest from 
   interest rate swaps                       7,598            14,265 
                                       -----------       ----------- 
Economic net interest income                51,082            44,876 
  TBA drop income (3)                        2,716             3,548 
  Operating expenses                       (16,639)          (11,998) 
  Preferred stock dividends                 (2,760)           (2,827) 
                                       -----------       ----------- 
EAD to common shareholders 
 (non-GAAP)                           $     34,399      $     33,599 
                                       ===========       =========== 
 
Net interest spread (GAAP)                    0.75%             0.46% 
Net periodic interest as a 
 percentage of average repurchase 
 borrowings                                   0.24%             0.54% 
                                       -----------       ----------- 
Economic net interest spread 
 (non-GAAP)                                   0.99%             1.00% 
                                       ===========       =========== 
 
 
 
(1)   Amount includes realized and unrealized gains and losses from the 
      Company's MBS. 
(2)   Amount includes unrealized gains and losses from changes in fair value 
      of derivatives (including TBAs accounted for as derivative instruments) 
      and realized gains and losses on terminated derivatives and excludes TBA 
      drop income and net periodic interest from interest rate swaps. 
(3)   TBA drop income/loss is calculated by multiplying the notional amount of 
      the TBA dollar roll positions by the difference in price between two TBA 
      securities with the same terms but different settlement dates. 
 

Forward Looking Statements

This release contains "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. The words "believe, " "expect," "forecast," "anticipate," "estimate," "project," "plan," "may," "could," "will," "continue" and similar expressions identify forward-looking statements that are inherently subject to risks and uncertainties, some of which cannot be predicted or quantified. Forward-looking statements in this release, including statements made in Ms. Popenoe's quote, may include, without limitation, statements regarding the Company's financial performance in future periods, future interest rates, future market credit spreads, management's views on expected characteristics of future investment and macroeconomic environments, central bank strategies, prepayment rates and investment risks, future investment strategies, future leverage levels and financing strategies, the use of specific financing and hedging instruments and the future impacts of these strategies, future actions by the Federal Reserve, and the expected performance of the Company's investments. The Company's actual results and timing of certain events could differ materially from those projected in or contemplated by the forward-looking statements as a result of unforeseen external factors. These factors may include, but are not limited to, the Company's ability to find suitable investment opportunities; changes in domestic economic conditions; geopolitical conflicts and uncertainty and the related impacts on macroeconomic conditions as a result of such conflicts and uncertainty; tariffs that the U.S. imposes on trading partners or tariffs imposed on the U.S. from trading partners; global and domestic government policy changes and the ability or inability to react to rapidly changing global economic policies; changes in interest rates and credit spreads, including the repricing of interest-earning assets and interest-bearing liabilities; the Company's investment portfolio performance, particularly as it relates to cash flow, prepayment rates, and credit performance; the impact on markets and asset prices from changes in the Federal Reserve's policies regarding purchases of Agency RMBS, Agency CMBS, and U.S. Treasuries; actual or anticipated changes in Federal Reserve monetary policy or the monetary policy of other central banks; adverse reactions in U.S. financial markets related to actions of foreign central banks or the economic performance of foreign economies, including in particular China, Japan, the European Union, and the United Kingdom; uncertainty concerning the long-term fiscal health and stability of the United States; the cost and availability of financing, including the future availability of financing due to changes to regulation of, and capital requirements imposed upon, financial institutions; the cost and availability of new equity capital; changes in the Company's use of leverage; changes to the Company's investment strategy, operating policies, dividend policy, or asset allocations; the quality of performance of third-party servicer providers, including the Company's sole third-party service provider for our critical operations and trade functions; the loss or unavailability of the Company's third-party service provider's service and technology that supports critical functions of the Company's business related to the Company's trading and borrowing activities due to outages, interruptions, or other failures; the level of defaults by borrowers on loans underlying MBS; changes in the Company's industry; increased competition; changes in government policy or regulations affecting the Company's business; changes or volatility in the repurchase agreement financing markets and other credit markets; changes to the market for interest rate swaps and other derivative instruments, including changes to margin requirements on derivative instruments; uncertainty regarding continued government support of the U.S. financial system and U.S. housing and real estate markets, or to reform the U.S. housing finance system including the resolution of the conservatorship of Fannie Mae and Freddie Mac; the composition of the Board of Governors of the Federal Reserve; the political environment in the U.S.; the effect on economic conditions from any U.S. federal government shutdown or the risk of such a shutdown; systems failures or cybersecurity incidents; and exposure to current and future claims and litigation. For additional information on risk factors that could affect the Company's forward-looking statements, see the Company's Annual Report on Form 10-K for the year ended December 31, 2024, and other reports filed with and furnished to the Securities and Exchange Commission.

All forward-looking statements are qualified in their entirety by these and other cautionary statements that the Company makes from time to time in its filings with the Securities and Exchange Commission and other public communications. The Company cannot assure the reader that it will realize the results or developments the Company anticipates or, even if substantially realized, that they will result in the consequences or affect the Company or its operations in the way the Company expects. As a result of these risks and uncertainties, readers are cautioned not to place undue reliance on any forward-looking statements included herein or that may be made elsewhere from time to time by, or on behalf of, the Company. Forward-looking statements speak only as of the date made. The Company undertakes no obligation to update or revise any forward-looking statements to reflect events or circumstances arising after the date on which they were made, except as otherwise required by law.

Company Description

Dynex Capital, Inc. (NYSE: DX) is a leading internally managed REIT with a long track record of delivering attractive dividends through the disciplined risk management of investments in high--quality mortgage assets backed by U.S. residential and commercial real estate. Additional information is available at www.dynexcapital.com.

View source version on businesswire.com: https://www.businesswire.com/news/home/20260126370339/en/

 
    CONTACT:    Alison Griffin 

(804) 217-5897

 
 

(END) Dow Jones Newswires

January 26, 2026 08:00 ET (13:00 GMT)

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Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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