“Agency MBS was the best performing domestic fixed-income asset class in the fourth quarter,” said Peter Federico, president, CEO and chief investment officer of AGNC.

An affiliate of Ellington Management Group is offering its first non-agency MBS with GSE-eligible mortgages.

The impairment rate on securitized non-qualified mortgages didn't recover in December after a spike in November that was thought to be tied to the month ending on a Sunday.

The total delinquency rate for FHA loans in Ginnie Mae mortgage-backed securities rose nearly 100 basis points from the end of September to the end of December, according to a recent Inside Mortgage Trends analysis.

Growing acceptance of DSCR loans is helping drive improved lending flexibility.

Deephaven and Angel Oak Mortgage have begun marketing their first expanded-credit mortgage-backed securities of 2026.

Velocity Financial posted a nearly $10 million improvement on its third-quarter profits.

GSE purchase-mortgage business with private MI declined at about half the rate of the decline seen in FHA purchase-mortgage business in the fourth quarter of 2025.

Rating criteria for securitizations of residential transition loans has helped boost investor participation in the sector, according to officials at Morningstar DBRS.

Conforming jumbo business at the GSEs fell 14.4% on an annual basis to $31.85 billion in 2025.