Federal Agricultural Mortgage Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY EPS (est.)
$20.88next fiscal year
Monitoring Framework
Key Performance Indicators
Outstanding Business Volume Quarterly34.8BTarget: $40 Billion by 2028, $50-$55 Billion by 2030
Core Return on Equity (ROE) Quarterly17.0Target: Mid-teens (15%-17%)
Net Effective Spread Quarterly102MTarget: Stable expansion driven by volume and funding optimization
Total Substandard Assets Ratio Quarterly187.0%Target: Minimize credit migration, particularly in Corporate AgFinance
Watch Items
- CEO Succession TransitionTrigger: Effective date July 1, 2026Action: Monitor strategic continuity, risk appetite, and capital allocation priorities under incoming CEO Zachary Carpenter.
- Credit Quality and Substandard Assets MigrationTrigger: Substandard assets rising above 2.0% of total portfolioAction: Review underwriting standards and increase loan-loss provisions, especially within the Corporate AgFinance segment.
- Macroeconomic Interest Rate VolatilityTrigger: Significant shifts in U.S. Treasury yields affecting net effective spreadAction: Assess asset-liability management (ALM) positioning and evaluate the impact of callable debt execution.
Research as of 20 Jun 2026