Freddie Mac and Fannie Mae are preparing to exit government conservatorship, according to a July 4, 2026 analysis.
President Trump issued an executive order directing the FHFA to review and potentially lower capital requirements. This administrative action aims to enhance company valuations and maximize the value of the government’s equity stake.
New legislative efforts support this recalibration of the mortgage giant's capital framework. The restructuring signals an end to the post-2008 crisis status quo and could unlock significant value for junior preferred stock as a public offering nears.