NYSE$AGM

Federal Agricultural Mortgage Corporation · Q2 2022 earnings

Q2 2022 earnings · · Investor relations

Briefing

Farmer Mac delivered strong results with record core earnings, demonstrating the consistency of its fundamental business model.

Farmer Mac reported a strong second quarter in 2022, with net interest income growing to $69.4 million and net income attributable to common stockholders reaching $39.1 million. Core earnings also increased to $30.7 million, or $2.83 per diluted common share. The company's outstanding business volume was $24.5 billion as of June 30, 2022.

  • Added $1.9 billion of gross business volume, resulting in net growth of $236.0 million
  • Net interest income grew $14.3 million year-over-year to $69.4 million
  • Net effective spread increased 8% from the prior-year period to $60.9 million
  • Net income attributable to common stockholders of $39.1 million compared to $25.4 million in second quarter 2021

Headline financials

Total Revenue

$76.7M

Previous: $55.7M+37.8%
EPS (adj)

$2.83

Previous: $2.77+2.2%
Net Interest Income (GAAP)

$69.4M

Previous: $55.1M+26.0%
Core Earnings

$30.7M

Previous: $30M+2.3%
Net Effective Spread (Non-GAAP)

$60.9M

Previous: $56.6M+7.7%
Free Cash Flow

$45.9M

Previous: $31.3M+46.7%
Net Income

$45.9M

Previous: $31.3M+46.7%
Operating Income

$68.1M

Previous: $48.7M+39.7%
Gross Profit

$75.1M

Previous: $54.6M+37.5%
Cash & Equivalents

$909M

Previous: $828M+9.8%
Total Assets

$25.9B

Previous: $24.2B+7.2%
Stock-Based Comp

$862K

Previous: $892K-3.4%

Revenue & EPS history

Farmer Mac · Revenue · Quarterly

$76.7M

Q2 2022+37.8%vs Q2 2021
Beat estimate in 11 of 15 quarters(73%)
ActualEstimate

Forward guidance

Management's expectations for Farmer Mac's future necessarily involve assumptions and estimates and the evaluation of risks and uncertainties.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q2 2022

Historical avgQ2 2022

+0.5%

Avg return

Earnings day

+1.8%

Avg return

5 days after

+1.5%

Avg return

30 days after

58%

38 / 65 earnings

Positive

+13.9%

Q3 2016

Best reaction

-14.5%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-0.6%+6.4%+6.9%
Q4 2025-14.5%-8.0%-19.4%
Q3 2025+4.6%+3.7%+11.3%
Q1 2025+4.6%+10.4%+8.4%
Q4 2024+6.3%+3.7%-2.1%
Q3 2024+5.0%+12.7%+17.2%
Q2 2024-9.5%-10.3%-3.2%
Q1 2024-10.8%-7.6%-9.5%
Q4 2023-5.0%-5.9%+1.6%
Q3 2023-3.8%-2.9%+2.5%
Q2 2023+4.7%+8.1%-0.3%
Q1 2023-4.9%-1.0%+15.7%
Q4 2022+4.2%+7.0%-7.5%
Q3 2022+1.7%+5.4%+3.0%
Q2 2022+2.2%+6.2%-1.4%
Q1 2022-3.8%-5.5%-4.3%
Q4 2021-5.8%-4.8%-10.5%
Q3 2021-3.7%-1.6%-6.8%
Q2 2021+3.6%+4.4%+6.7%
Q1 2021-5.6%-7.5%-7.5%
Q4 2020+1.3%+4.2%+18.9%
Q3 2020+9.3%+4.5%+16.7%
Q2 2020+8.7%+11.1%+7.3%
Q1 2020-9.3%-8.4%+10.7%
Q4 2019+4.9%+5.1%-20.8%
Q3 2019-4.7%-6.2%-5.5%
Q2 2019+1.3%-2.5%+6.6%
Q1 2019+4.4%+1.4%-11.6%
Q4 2018+10.7%+13.1%-5.3%
Q3 2018+0.5%-0.3%-16.0%
Q2 2018-12.5%-17.2%-15.8%
Q1 2018-0.7%+0.6%+3.0%
Q4 2017+3.9%+4.9%+5.4%
Q3 2017-0.7%+4.1%+5.2%
Q2 2017-2.1%-0.1%-4.4%
Q1 2017+12.1%+11.8%+18.4%
Q4 2016+10.0%+10.1%-0.7%
Q3 2016+13.9%+18.8%+38.5%
Q2 2016+4.5%+2.7%+5.7%
Q1 2016-8.1%
Q4 2015+11.2%
Q3 2015+0.7%
Q2 2015+0.5%
Q1 2015+1.9%
Q4 2014-11.3%
Q3 2014-3.6%
Q2 2014+12.5%
Q1 2014-12.4%
Q4 2013+0.7%
Q3 2013+0.5%
Q2 2013+7.1%
Q1 2013-1.4%
Q2 2012-0.8%
Q4 2012-0.8%
Q3 2012+2.9%
Q4 2011+2.9%
Q1 2011+2.9%
Q1 2012+2.9%
Q4 2009+3.9%
Q2 2011+3.9%
Q3 2011-7.4%
Q3 2010-7.4%
Q2 2010+7.4%
Q4 2010+7.4%
Q1 2010-8.6%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro