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ORC

Orchid Island Capital, Inc.

ORC

NYSE·Real Estate·REIT - Mortgage·Mkt cap $1.1B

$6.55

+0.46%

P/E

4.43

Mkt Cap

$1.1B

52-Wk Range

$6.31–$8.40

52-Week Range

$6.31 - $8.40

P/E

4.43

Fwd P/E

5.84

Beta

1.55

Div Yield

20.46%

Avg Vol

4.8M

Shares Out

151.7M

Mkt Cap

$1.1B

Price action

Price chart

Down 9.3% 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

  • Exclusive focus on Agency RMBS reduces credit risk and regulatory burden
  • Specialized expertise in structured mortgage securities and interest rate derivatives
  • REIT tax structure enables tax-efficient income distribution to shareholders
  • Government-backed securities provide stability and predictable cash flows

Bear Case

1 risk

  • Above-average volatility (beta 1.5).

Growth

Strong growth ahead

Fluctuations in mortgage rates creating refinancing and portfolio rebalancing opportunities

Value

Trading at 0.8x Mortgage REITs peers — a discount despite the growth profile.

Momentum

Stable

+1.6% over 3m

Quality

Excellent

Emerging growth company (210% revenue growth). Early stage with higher risk.

Dividend

High yield

20.46% yield

Earnings track record

Recent earnings results

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

Next: Oct 22, 2026

Q3 26 RECAP

JUL 23, 2026

Reported EPS of $0.26 vs $0.28 consensus (-7.1% surprise). Revenue of $60.0M vs $74.3M expected (-19.2%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Estimate

Actual

Q3 26

-7.1%

Revenue trend · last 8Q

+114%

-9%

+259%

+98%

-100%

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

Q2 26

$21.6M

$66.9M

$21.3M

-$28.6M

$77.5M

$132.2M

$0

$0

Margins · last 8Q

Gross

Operating

Profit

Wall Street consensus

1 analyst · 0% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

0%

Hold

1

100%

Sell

0%

Median Price Target

Latest: BTIG · Jul 9, 2026

vs Industry

How ORC stacks vs REIT - Mortgage

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

Industry comparison data unavailable for this stock.