There is no "delay". The March announcement was early so they could get the SPO done between XD and the start of Q2. No need to announce early this time since SPO is already out of the way.
The previous announcements were 12/12 and 9/13. Change your expectations.
No div announcement so far but KBW presentation begins 5 pm.
OTH did not announce agnc div either and their KBW presentation was in am but notice agnc has a June 12 Morgan Stanley presentation too. Thats too late imo.
Wonder what the delay is all about? Hopefully benign.