DX DYNEX CAPITAL INC

BEARISH Impact: 8/10 8-K
Horizon immediate Filed Apr 20, 2026 Processed 1mo ago SEC 0000826675-26-000035
8-K Item 2.02: Earnings release
Latest settled — T+20d
DX-PC ▲ +1.64% at T+20d
SHORT call ✗ call lost -1.64% · α vs SPY +2.56% · entry $25.54 → $25.96
Next anchor: T+60d in 5w
Currently $12.93 · +49.37% from $25.54 entry (call sign-flipped)
Entry anchored
Apr 20, 2026
via day open
T+1d
-0.16%
call +0.16% · α -0.50%
$25.50
settled 8w ago
T+5d
+0.86%
call -0.86% · α +0.05%
$25.76
settled 7w ago
T+20d
+1.64%
call -1.64% · α +2.56%
$25.96
settled 26d ago
T+60d
call — · α —
in 5w

Price Chart

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Executive Summary

Dynex Capital reported a significant loss for Q1 2026, with comprehensive loss of $(0.42) per common share and a decline in book value to $12.60, driven by a $140 million net loss on its investment portfolio due to widening mortgage spreads. The company raised $442 million in equity capital and increased leverage to 8.6x equity.

Actionable Insight

Monitor upcoming earnings for guidance on portfolio performance and leverage strategy; the significant book value decline and increased leverage raise concerns about risk management.

Key Facts

  • Comprehensive loss of $(0.42) per common share for Q1 2026
  • Book value declined to $12.60 as of March 31, 2026 from $13.45
  • Net loss of $140 million on investment portfolio, net of hedges
  • Raised $442 million through ATM common stock issuances
  • Leverage increased to 8.6 times shareholders' equity

Financial Impact

Net loss of $140 million on investment portfolio, book value decline of $0.85 per share

bookValuecomprehensiveLossnetLossleverage

Risk Factors

  • Widening mortgage spreads negatively impacting portfolio value
  • Increased leverage to 8.6x shareholders' equity increasing financial risk
  • Potential for continued book value erosion in future quarters

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000826675-26-000035
Document: dx-20260420.htm0000826675-26-000035
Document: 0000826675-26-000035-index-headers.html0000826675-26-000035
Document: 0000826675-26-000035-index.html0000826675-26-000035
Document: 0000826675-26-000035.txt0000826675-26-000035
8-K Data (Synthetic)0000826675-26-000035
7 reports for DX
Performance horizon

Track record builds as more directional reports settle.

Filters
Rows
Reports for DX — sortable, filterable
Type Now
Jun 11, 2026
2d ago
Institutional Cluster
BULLISH ★ 5/10
$12.75 awaiting T+5awaiting T+5$12.93 (+1.41%)
May 22, 2026
21d ago
8-K
NEUTRAL ★ 2/10
$26.11 $26.08▼ −0.11%▼ −1.33%$12.93 (−50.47%)
Apr 28, 2026
6w ago
8-K
NEUTRAL ★ 2/10
$25.54 $25.69▲ +0.57%▼ −1.12%$12.93 (−49.37%)
Apr 28, 2026
6w ago
424B5
BEARISH ★ 7/10
$25.54 $25.69▼ −0.57%▲ +1.12%$12.93 (+49.37%)
Apr 21, 2026
7w ago
8-K
NEUTRAL ★ 4/10
$25.50 $25.76▲ +1.02%▼ −0.06%$12.93 (−49.29%)
Apr 20, 2026
7w ago
8-K
BEARISH ★ 8/10
$25.54 $25.76▼ −0.86%▲ +0.05%$12.93 (+49.37%)
Apr 7, 2026
9w ago
DEFA14A
NEUTRAL ★ 3/10
$25.53 $25.45▼ −0.29%▼ −5.62%$12.93 (−49.34%)
Showing 7 of 7

US Market Status

Market Closed — Opens Mon (45h 52m)

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