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IVR

Invesco Mortgage Capital Inc.

IVR

NYSE·Real Estate·REIT - Mortgage·Mkt cap $668.3M

$7.20

+1.41%

P/E

4.50

Mkt Cap

$668.3M

52-Wk Range

$7.05–$9.50

52-Week Range

$7.05 - $9.50

P/E

4.50

Fwd P/E

3.70

Beta

1.57

Div Yield

18.33%

Avg Vol

2.6M

Shares Out

66.9M

Mkt Cap

$668.3M

Price action

Price chart

Down 8.8% over the trailing year

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

Bull Case

4 reasons

  • REIT tax structure enabling 90% income distribution to shareholders
  • Diversified mortgage portfolio spanning agency and non-agency securities
  • Invesco's institutional asset management expertise and resources
  • Established mortgage market relationships and deal sourcing capabilities

Bear Case

1 risk

  • Above-average volatility (beta 1.6).

Growth

Moderate growth ahead

Mortgage market expansion and refinancing opportunities

Value

Trading at 0.5x Mortgage REITs peers — a discount despite the growth profile.

Momentum

Weak

-7.6% over 3m

Quality

Excellent

High-growth business (115% revenue growth, 79% gross margin). Profitable with strong growth momentum.

Dividend

High yield

18.33% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Oct 29, 2026

Q3 26 RECAP

JUL 30, 2026

Reported EPS of $0.50 vs $0.50 consensus (-0.4% surprise). Revenue of $30.1M vs $46.5M expected (-35.3%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-0.4%

Revenue trend · last 8Q

-73%

-29%

+743%

+28%

+1171%

+2%

-100%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$45.3M

$8.5M

$24.3M

$53.5M

$54.1M

$108.3M

$24.7M

$0

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

Analyst coverage

Live ratings and price targets aggregated across covering analysts.

vs Industry

How IVR stacks vs REIT - Mortgage

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.