IVR · Invesco Mortgage Capital Inc.
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Jun 6, 2022; bars on opposite sides are not compared.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Average borrowings | $5.93B | Q2 2026 | — |
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| Average cost of funds | 3.73% | Q2 2026 | — |
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| Average earning asset yields | 5.15% | Q2 2026 | — |
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| Average net interest rate margin | 1.42% | Q2 2026 | — |
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| Earnings available for distribution non-GAAP | $47.1M | Q2 2026 | — |
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| Economic debt-to-equity ratio non-GAAP | 7.5 | Q2 2026 | — |
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| Economic return | 3.8% | Q2 2026 | — |
| Effective cost of funds non-GAAP | 2.33% | Q2 2026 | — |
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| Effective interest expense non-GAAP | $34.6M | Q2 2026 | — |
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| Effective interest rate margin non-GAAP | 2.82% | Q2 2026 | — |
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| Effective net interest income non-GAAP | $50.9M | Q2 2026 | — |
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| Period-end weighted average asset yields | 5.29% | Q2 2026 | — |
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| Period-end weighted average cost of funds | 3.76% | Q2 2026 | — |
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| Period-end weighted average net interest rate margin | 1.53% | Q2 2026 | — |
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| Unrestricted cash and unencumbered investments | $548.3M | Q2 2026 | — |
| Debt-to-equity ratio | 6.3 | As of June 30, 2026 | — |
| Estimated book value per common share | $8.03 | As of June 30, 2026 | — |
| Total investment portfolio including TBAs | 8.2B | As of June 30, 2026 | — |
| Total repurchase agreement borrowings | 6.2B | As of June 30, 2026 | — |
| Average earning assets (at amortized cost) | $5.95B | Q1 2026 | — |
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| Book value per common share | $8.08 | Q1 2026 | — |
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| Earnings available for distribution per common share non-GAAP | $0.55 | Q1 2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
REIT - Mortgage — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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IVR
this stock
Invesco Mortgage Capital Inc.
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$805.15M | -11.1% | — | — | 9.2% |
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NLY
Annaly Capital Management Inc
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$17.58B | +4.3% | — | — | 2.8% |
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AGNC
AGNC Investment Corp.
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$12.99B | +2.2% | — | — | 8.4% |
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STWD
Starwood Property Trust, Inc.
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$6.03B | -9.5% | -5.3% | — | 4.9% |
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RITM
Rithm Capital Corp.
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$5.79B | -5.0% | -6.7% | 17.3 | 7.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Jun 6, 2022; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IVR | +0.0% | -7.7% | -12.2% | +0.9% | -11.1% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | -0.4% | -12.1% | -26.0% | -3.0% | -24.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.