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Federal Agricultural Mortgage Earnings Calls
| Release date | May 05, 2026 |
| EPS estimate | $4.44 |
| EPS actual | $4.74 |
| EPS Surprise | 6.76% |
| Revenue estimate | 110.757M |
| Revenue actual | 109.899M |
| Revenue Surprise | -0.775% |
| Release date | Feb 19, 2026 |
| EPS estimate | $4.53 |
| EPS actual | $3.66 |
| EPS Surprise | -19.21% |
| Revenue estimate | 107.451M |
| Revenue actual | 107.911M |
| Revenue Surprise | 0.428% |
| Release date | Nov 03, 2025 |
| EPS estimate | $4.47 |
| EPS actual | $5.01 |
| EPS Surprise | 12.08% |
| Revenue estimate | 100.957M |
| Revenue actual | 420.782M |
| Revenue Surprise | 316.79% |
| Release date | Aug 04, 2025 |
| EPS estimate | $4.29 |
| EPS actual | $5.00 |
| EPS Surprise | 16.55% |
| Revenue estimate | 107.451M |
| Revenue actual | 404.958M |
| Revenue Surprise | 276.88% |
Last 4 Quarters for Federal Agricultural Mortgage
Below you can see how AGM-A performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $132.00 |
| EPS estimate | $4.29 |
| EPS actual | $5.00 |
| EPS surprise | 16.55% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $130.00 |
| Jul 30, 2025 | $130.00 |
| Jul 31, 2025 | $128.00 |
| Aug 01, 2025 | $128.00 |
| Aug 04, 2025 | $132.00 |
| Aug 05, 2025 | $127.32 |
| Aug 06, 2025 | $126.93 |
| Aug 07, 2025 | $127.20 |
| Aug 08, 2025 | $129.98 |
| 4 days before | 1.54% |
| 4 days after | -1.53% |
| On release day | -3.55% |
| Change in period | -0.0154% |
| Release date | Nov 03, 2025 |
| Price on release | $122.10 |
| EPS estimate | $4.47 |
| EPS actual | $5.01 |
| EPS surprise | 12.08% |
| Date | Price |
|---|---|
| Oct 28, 2025 | $123.27 |
| Oct 29, 2025 | $120.26 |
| Oct 30, 2025 | $121.69 |
| Oct 31, 2025 | $119.90 |
| Nov 03, 2025 | $122.10 |
| Nov 04, 2025 | $125.00 |
| Nov 05, 2025 | $123.00 |
| Nov 06, 2025 | $121.63 |
| Nov 07, 2025 | $125.38 |
| 4 days before | -0.95% |
| 4 days after | 2.68% |
| On release day | 2.38% |
| Change in period | 1.71% |
| Release date | Feb 19, 2026 |
| Price on release | $127.55 |
| EPS estimate | $4.53 |
| EPS actual | $3.66 |
| EPS surprise | -19.21% |
| Date | Price |
|---|---|
| Feb 12, 2026 | $133.68 |
| Feb 13, 2026 | $129.30 |
| Feb 17, 2026 | $129.30 |
| Feb 18, 2026 | $131.92 |
| Feb 19, 2026 | $127.55 |
| Feb 20, 2026 | $119.75 |
| Feb 23, 2026 | $123.55 |
| Feb 24, 2026 | $124.50 |
| Feb 25, 2026 | $125.50 |
| 4 days before | -4.59% |
| 4 days after | -1.61% |
| On release day | -6.12% |
| Change in period | -6.12% |
| Release date | May 05, 2026 |
| Price on release | $132.75 |
| EPS estimate | $4.44 |
| EPS actual | $4.74 |
| EPS surprise | 6.76% |
| Date | Price |
|---|---|
| Apr 29, 2026 | $132.76 |
| Apr 30, 2026 | $134.50 |
| May 01, 2026 | $136.49 |
| May 04, 2026 | $132.75 |
| May 05, 2026 | $132.75 |
| May 06, 2026 | $136.00 |
| May 07, 2026 | $135.30 |
| May 08, 2026 | $137.00 |
| May 11, 2026 | $136.80 |
| 4 days before | -0.0038% |
| 4 days after | 3.05% |
| On release day | 2.45% |
| Change in period | 3.05% |
Federal Agricultural Mortgage Earnings Call Transcript Summary of Q1 2026
Farmer Mac reported an exceptional Q1 2026 driven by continued acceleration in business volumes that began in Q4 2025. Key financials: record outstanding business volume of ~$34.8B, revenue of ~$110M, and core earnings of ~$52M ($4.74 per diluted share). Net new business volume was ~$1.5B for the quarter, with broad-based growth across agricultural finance (notably Farm & Ranch and AgVantage securities) and infrastructure finance (Renewable Energy, Broadband Infrastructure, Power & Utilities). Net effective spread dollars reached a record $102M (116 bps), while ROE for the quarter was ~17%. Credit metrics remain stable: allowance for losses $40.1M, 90-day delinquencies 52 bps (seasonally elevated), and total substandard assets 1.87% of portfolio. Core capital increased to $1.7B, with Tier 1 at 13%, leaving capital well above regulatory requirements. Management emphasized disciplined underwriting, selective deployment (especially in data centers and renewables), strategic funding and hedging initiatives, and ongoing monitoring of agricultural input cost and geopolitical risks that could affect margins and liquidity needs. CEO succession process is progressing ahead of schedule and leadership expressed confidence in the firm’s strategic positioning and long-term outlook.
