DX DYNEX CAPITAL INC

NEUTRAL Impact: 2/10 8-K
Horizon days Filed Apr 28, 2026 Processed 1mo ago SEC 0000826675-26-000043
8-K Item 1.01 + 5.02 (likely routine officer/director compensation agreement)
Latest settled — T+20d ⚠ clustered
DX-PC ▲ +2.21% at T+20d
NEUTRAL call ✓ call won +2.21% · α vs SPY -3.26% · entry $25.54 → $26.11
Next anchor: T+60d in 6w
Currently $12.93 · -49.37% from $25.54 entry
Entry anchored
Apr 28, 2026
via day open
T+1d
+0.63%
call +0.63% · α +0.64%
$25.70
settled 6w ago
T+5d
+0.57%
call +0.57% · α -1.12%
$25.69
settled 6w ago
T+20d
+2.21%
call +2.21% · α -3.26%
$26.11
settled 17d ago
T+60d
call — · α —
in 6w

Price Chart

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Executive Summary

Dynex Capital filed Amendment No. 9 to its existing distribution agreement, adding Goldman Sachs and Morgan Stanley as sales agents for its at-the-market (ATM) common stock offering. This administrative update expands the agent roster but does not change the total authorized share count of 221,292,973 shares. The filing is routine and administrative in nature, with no new financial terms or material changes to the offering program.

Actionable Insight

This is a routine administrative filing with no immediate trading implications. Monitor future ATM sales disclosures for pace of dilution — the company has already sold ~77% of the authorized shares under the program.

Key Facts

  • Amendment No. 9 adds Goldman Sachs and Morgan Stanley as sales agents to the existing distribution agreement dated June 29, 2018.
  • The total authorized shares under the ATM program remain unchanged at 221,292,973 shares of common stock.
  • The amendment also updates standard anti-corruption and sanctions compliance representations.
  • Filed concurrently with a 424B5 supplement showing 170,922,998 shares already sold under the program, with 50,369,975 shares still available.

Financial Impact

No new financial terms disclosed; the amendment is administrative in nature.

Risk Factors

  • Continued ATM sales may dilute common shareholders if the company continues to sell shares at current levels.
  • The concurrent 424B5 filing indicates active capital raising, which may signal ongoing financial stress following Q1 2026 losses.

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000826675-26-000043
Document: dx-20260428.htm0000826675-26-000043
Document: 0000826675-26-000043-index-headers.html0000826675-26-000043
Document: 0000826675-26-000043-index.html0000826675-26-000043
Document: 0000826675-26-000043.txt0000826675-26-000043
7 reports for DX
Performance horizon

Track record builds as more directional reports settle.

Filters
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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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