Invesco Mortgage Capital Inc IVR Stock Analysis
- NYSE
- Stock
- Market closed · opens Monday 9:30 AM ET
$5.41 down $0.05, 0.92% at close Nov 6
Last close · Previous close $5.46
- Market cap
- $502.17MAt the Nov 6 close
- P/E ratio
- 3.58On last 12 months’ EPS
- Diluted EPS
- $1.51Last 12 months
- Dividend yield
- 28.84%Last 12 months
Price chart
$5.41down $0.05, 0.92%Fri, Nov 6 session
Use the left and right arrow keys to move along the chart.
Price data
Trading
- Previous close$5.46Nov 5
- Volume3.92MNov 6 session
Shares traded on all US exchanges in the last completed session. Live intraday volume covers IEX only, so it is left out.
- Avg. volume4.10MLast 21 sessions
The average daily shares traded over the last 21 trading sessions, about one calendar month.
- 52-week range: $5.18 to $9.50; now $5.41
The lowest and highest trades over the past 52 weeks, adjusted for splits. The marker shows the latest price.
Member SIPC.Low CommissionsLearn More (opens in a new tab)Sponsored. Affiliate link: I may earn a commission. The inclusion of Interactive Brokers’ (IBKR) name, logo or weblink is present pursuant to an advertising arrangement only. IBKR is not a contributor, reviewer, provider or sponsor of content published on this site, and is not responsible for the accuracy of any products or services discussed.
Performance
Past performance, measured to the Nov 6 close. Total return includes reinvested dividends.Price change only, without dividends. Compared with the S&P 500, using SPY.
IVR beat the S&P 500 in 1 of 7 periods.
| Period | IVR and S&P 500 | vs S&P 500 |
|---|---|---|
| Short term | ||
| 1M | IVR: down 3.4% S&P 500: down 5.6% | IVR beat the S&P 500 by 2.2 percentage points Beat |
| 3M | IVR: down 22.6% S&P 500: down 4.1% | IVR trailed the S&P 500 by 18.5 percentage points Trailed |
| YTD | IVR: down 24.5% S&P 500: up 8.7% | IVR trailed the S&P 500 by 33.2 percentage points Trailed |
| 1Y | IVR: down 14.1% S&P 500: up 10.9% | IVR trailed the S&P 500 by 25.0 percentage points Trailed |
| Long term | ||
| 3Y | IVR: up 22.0% S&P 500: up 75.0% +6.9% vs +20.5% a year | IVR trailed the S&P 500 by 53.0 percentage points Trailed |
| 5Y | IVR: down 59.3% S&P 500: up 67.8% −16.4% vs +10.9% a year | IVR trailed the S&P 500 by 127.1 percentage points Trailed |
| 10Y | IVR: down 80.1% S&P 500: up 313.1% −14.9% vs +15.2% a year | IVR trailed the S&P 500 by 393.2 percentage points Trailed |
$10,000 invested in IVR 10 years ago (Nov 4, 2016) would be worth about $1,989 at the close on , with dividends reinvested. The same amount in the S&P 500 would be worth about $41,313.
IVR beat the S&P 500 in 1 of 7 periods.
| Period | IVR and S&P 500 | vs S&P 500 |
|---|---|---|
| Short term | ||
| 1M | IVR: down 5.4% S&P 500: down 5.6% | IVR beat the S&P 500 by 0.2 percentage points Beat |
| 3M | IVR: down 26.9% S&P 500: down 4.3% | IVR trailed the S&P 500 by 22.6 percentage points Trailed |
| YTD | IVR: down 35.7% S&P 500: up 7.8% | IVR trailed the S&P 500 by 43.5 percentage points Trailed |
| 1Y | IVR: down 29.8% S&P 500: up 9.7% | IVR trailed the S&P 500 by 39.5 percentage points Trailed |
| Long term | ||
| 3Y | IVR: down 31.0% S&P 500: up 68.8% −11.6% vs +19.1% a year | IVR trailed the S&P 500 by 99.8 percentage points Trailed |
| 5Y | IVR: down 83.9% S&P 500: up 56.9% −30.6% vs +9.4% a year | IVR trailed the S&P 500 by 140.8 percentage points Trailed |
| 10Y | IVR: down 96.3% S&P 500: up 252.6% −28.1% vs +13.4% a year | IVR trailed the S&P 500 by 348.9 percentage points Trailed |
$10,000 invested in IVR 10 years ago (Nov 4, 2016) would be worth about $367 at the close on , not counting dividends. The same amount in the S&P 500 would be worth about $35,257.
All-time high
$240.10
Closing high on . Now 97.7% below that record.
Split-adjusted daily closes since Jul 1, 2009.
Stock splits
1
1-for-10 on . Share counts adjust after each split.
Valuation
The Nov 6 close compared with the last 12 months of reported results (the four quarters to Jun 30, 2026). Tap a metric to see how it’s calculated.
Price-to-earnings (P/E)
3.6×The Nov 6 close ÷ diluted EPS over the last 12 months ($1.51)
The range covers daily P/E ratios from Oct 28, 2021 to Nov 6, 2026, each based on the previous 12 months of earnings.
IVR trades at 3.6× its earnings over the last 12 months, below its 5-year low of 4.5×. In plain terms, buyers are paying about $4 for each $1 of profit from the past year. How to read P/E
Other valuation measures
- 3.6×Last 12 months’ revenue
Market value divided by revenue over the last 12 months. Useful when earnings are small or negative.
P/S = Market cap ÷ Revenue (last 12 months)Price-to-sales ratio - 0.5×Book value as of Jun 30, 2026
Price relative to accounting equity (book value) per share on the Jun 30, 2026 balance sheet. Asset-light companies often trade far above book value.
P/B = Price ÷ Book value per sharePrice-to-book ratio - 53.9×Last 12 months’ EBITDA
Enterprise value divided by EBITDA over the last 12 months. It compares companies with different amounts of debt.
EV/EBITDA = Enterprise value ÷ EBITDA (last 12 months)EV/EBITDA explained - 0.01Last 12 months’ EPS growth
The P/E divided by the growth in diluted EPS over the last 12 months (+319.4% on the 12 months before). It looks backward: near 1 means the P/E roughly matches last year’s growth. Sites that use analysts’ growth forecasts show a different PEG.
PEG = P/E ÷ EPS growth (%) = 3.6 ÷ 319.4 - 33.06%Last 12 months’ free cash flow
Free cash flow over the last 12 months as a share of the company’s market value: the cash the business generated for each dollar of stock.
FCF yield = Free cash flow (last 12 months) ÷ Market capFree cash flow - $6.47BAt the Nov 6 close
What it would cost to buy the whole business: the market cap at the Nov 6 close, plus debt, minus cash and short-term investments from the Jun 30, 2026 balance sheet.
EV = Market cap + Debt − Cash and short-term investmentsEV/EBITDA explained
Build your own IVR DCF in Excel. Value Invesco Mortgage Capital with your own growth and margin assumptions.Browse DCF models Free DCF calculator
Financials
Reported results, not forecasts. From company filings via Tiingo; the latest report is Q2 FY26, the quarter ended Jun 30, 2026. “Last 12 months” means the four quarters from Jul 1, 2025 to Jun 30, 2026, and balance-sheet figures are as of Jun 30, 2026.
Revenue and net income
Last 12 months, with the change from the 12 months before
- Revenue
- $139.44Mup 134.2%
- Net income
- $120.07Mup 196.2%
- Diluted EPS
- $1.51up 319.4%
Data table
| Period | Revenue | Net income | Diluted EPS |
|---|---|---|---|
| Q3 FY24 (Sep 30, 2024) | $45.41M | $40.72M | $0.63 |
| Q4 FY24 (Dec 31, 2024) | $8.29M | $3.51M | −$0.13 |
| Q1 FY25 (Mar 31, 2025) | $24.30M | $19.64M | $0.26 |
| Q2 FY25 (Jun 30, 2025) | −$18.46M | −$23.33M | −$0.40 |
| Q3 FY25 (Sep 30, 2025) | $57.94M | $53.47M | $0.74 |
| Q4 FY25 (Dec 31, 2025) | $56.06M | $51.49M | $0.71 |
| Q1 FY26 (Mar 31, 2026) | −$15.01M | −$19.90M | −$0.28 |
| Q2 FY26 (Jun 30, 2026) | $40.46M | $35.00M | $0.34 |
| Period | Revenue | Net income | Diluted EPS |
|---|---|---|---|
| FY21 (Dec 31, 2021) | −$60.77M | −$90.00M | Paused See the note under the price. |
| FY22 (Dec 31, 2022) | −$377.60M | −$402.92M | −$12.21 |
| FY23 (Dec 31, 2023) | $3.87M | −$15.86M | −$0.85 |
| FY24 (Dec 31, 2024) | $78.90M | $59.88M | $0.65 |
| FY25 (Dec 31, 2025) | $119.84M | $101.28M | $1.32 |
Margins
- Gross 100.0%
- Operating 86.1%
- Net 86.1%
The percentages above the chart cover the last 12 months; the lines show each quarter. What margins tell you
Cash flow
- $166.02MLast 12 months
Cash from operations minus capital spending: the cash left after the business maintains and grows its assets.
FCF = Operating cash flow − Capital spendingFree cash flow - Operating cash flow$166.02MLast 12 months
- Capital spending$0.00Last 12 months
- 119.1%Last 12 months
Free cash flow as a share of revenue, both over the last 12 months.
Shareholder returns
- $295.00MLast 12 months
Cash spent repurchasing shares, net of shares issued. Buybacks shrink the share count, so each remaining share owns more of the company.
- Dividends paid$138.10MLast 12 months
- Total returned$138.10MLast 12 months
83% of free cash flow
Balance sheet
- Not reportedAs of Jun 30, 2026
Cash plus short- and long-term marketable securities on the Jun 30, 2026 balance sheet.
- Total debt$6.21BAs of Jun 30, 2026
- 6.27As of Jun 30, 2026
Total debt divided by shareholders’ equity on the Jun 30, 2026 balance sheet: a measure of financial leverage.
D/E = Total debt ÷ Shareholders’ equityDebt-to-equity ratio
Financial strength
- 14.0%Last 12 months
Over the last 12 months, Invesco Mortgage Capital’s net income was 14.0% of its shareholders’ equity (averaged over the last four quarter-ends). It describes the past year, not an expected return.
ROE = Net income (last 12 months) ÷ Average equityReturn on equity - 1.9%Last 12 months
Over the last 12 months, Invesco Mortgage Capital’s net income was 1.9% of its total assets (averaged over the last four quarter-ends): what the business earned on everything it owns.
ROA = Net income (last 12 months) ÷ Average total assets
Dividends
Cash dividends per share by ex-dividend year, adjusted for splits.
Dividends per share
Data table
| Year | Per share |
|---|---|
| 2016 | $16.00 |
| 2017 | $16.30 |
| 2018 | $21.64 |
| 2019 | $18.50 |
| 2020 | $10.70 |
| 2021 | $3.50 |
| 2022 | $3.35 |
| 2023 | $2.25 |
| 2024 | $1.60 |
| 2025 | $1.38 |
| 2026 (to date) | $1.20 |
Dividend details
- $1.56Per share, last 12 months
Cash dividends per share with ex-dividend dates in the last 12 months.
- 28.84%; 5-yr low 1.72%, 5-yr high 31.23%Last 12 months
Dividends paid over the last 12 months as a share of the Nov 6 close. The bar shows where that yield sits in its range over the past five years; the median was 18.67%.
- $0.12Ex-dividend
The most recent payment per share. Shares bought on or after the ex-dividend date don’t receive it.
- FrequencyMonthly11 payments in the last 12 months
- 103.3%Last 12 months
The share of earnings paid out as dividends over the last 12 months. Lower ratios leave more room to reinvest or raise the dividend.
Payout = Dividends per share ÷ Diluted EPS (both last 12 months)Payout ratio calculator
About Invesco Mortgage Capital Inc
Invesco Mortgage Capital Inc. is a real estate investment trust that primarily focuses on investing in, financing and managing mortgage-backed securities and other mortgage-related assets. Invesco Mortgage Capital Inc. is externally managed and advised by Invesco Advisers, Inc., a registered investment adviser and an indirect, wholly-owned subsidiary of Invesco Ltd., a leading independent global investment management firm.
- Sector
- Financial Services
- Industry
- REIT - Mortgage
- Headquarters
- Georgia, USA
- SEC filings
- EDGAR (opens in a new tab)
- Exchange
- NYSE
- Asset type
- Common stock
- Price history since
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IVR stock FAQ
What is IVR stock’s price today?
Invesco Mortgage Capital (IVR) traded at $5.41 at the close on , down $0.05 (0.92%) from the previous close of $5.46. Over the past 52 weeks it has traded between $5.18 and $9.50.
If you invested $1,000 in IVR 10 years ago, how much would you have now?
With dividends reinvested, $1,000 invested in IVR on would be worth about $199 at the close on , a total return of −80.1%. The same $1,000 would be worth $407 if invested five years ago and $859 if invested one year ago. Past performance doesn’t predict future returns.
What is Invesco Mortgage Capital’s market cap?
Invesco Mortgage Capital’s market capitalization is about $502.2 million. That’s Tiingo’s daily market cap for , at that day’s closing price of $5.41 (how market cap works). Invesco Mortgage Capital reported 92.82M shares outstanding at the end of its latest quarter ().
What is IVR’s P/E ratio?
IVR trades at 3.6 times its diluted earnings over the four quarters to ($1.51 per share), at the close. Over the past five years its P/E has ranged from 4.5 to 27.3, with a median of 14.1. (How the P/E ratio works.)
How much revenue does Invesco Mortgage Capital make?
Invesco Mortgage Capital reported $139.4 million of revenue over the four quarters to , up 134.2% from the twelve months before. In its latest quarter (Q2 FY26, ended ) revenue was $40.5 million, down 319.2% from a year earlier.
Is Invesco Mortgage Capital profitable?
Yes. Invesco Mortgage Capital earned $120.1 million of net income over the four quarters to , a net margin of 86.1%, and its operating margin was 86.1% (what margins tell you).
What are IVR’s earnings per share?
IVR’s diluted earnings per share were $1.51 over the four quarters to , compared with $0.36 in the twelve months before. The latest quarter (Q2 FY26) brought $0.34 per share, against −$0.40 a year earlier (how EPS works).
Does IVR pay a dividend?
Yes. Invesco Mortgage Capital pays a monthly dividend. The most recent was $0.12 per share, with an ex-dividend date of . Over the last twelve months it paid $1.56 per share, a 28.84% yield at the close (how dividend yield works).
Based on the last 12 months’ payments ($1.56 per share), and if the next 12 months match the last 12, 100 shares would receive about $156 over 12 months, and $1,000 over 12 months would take about 642 shares, roughly $3,473 at the close. Dividends can change.
What is IVR’s 52-week high and low?
Over the past 52 weeks IVR has traded as low as $5.18 and as high as $9.50. At $5.41 at the close on , it is 43.1% below that high and 4.4% above the low.
What is IVR’s all-time high?
IVR’s highest closing price was $240.10 on , adjusted for stock splits. At $5.41 at the close on , it is 97.7% below that record.
Has IVR stock ever split?
Yes, once: 1-for-10 on .
How has IVR stock performed?
Including dividends and measured to the close on , IVR has returned −24.5% so far this year and −14.1% over the past year, and −59.3% over five years (−16.4% a year). Over the same periods the S&P 500, measured by SPY, returned +8.7%, +10.9% and +67.8%. Past performance doesn’t predict future returns.
What sector and industry is Invesco Mortgage Capital in?
Invesco Mortgage Capital is in the Financial Services sector and the REIT - Mortgage industry, and is headquartered in Georgia, USA.
What exchange does IVR trade on?
Invesco Mortgage Capital trades on the NYSE under the ticker symbol IVR. Its price history on this dashboard begins on .
Member SIPC.Low CommissionsLearn More (opens in a new tab)Sponsored. Affiliate link: I may earn a commission. The inclusion of Interactive Brokers’ (IBKR) name, logo or weblink is present pursuant to an advertising arrangement only. IBKR is not a contributor, reviewer, provider or sponsor of content published on this site, and is not responsible for the accuracy of any products or services discussed.
About this data. Data sourced by Tiingo (opens in a new tab). The live price is Tiingo’s real-time price, based on IEX trades and quotes; intraday charts show IEX trades, and volume figures are consolidated totals for completed sessions. Prices are split-adjusted, and total returns assume dividends are reinvested. Financials come from company filings and can lag new reports. Times are Eastern.
This page is for education, not investment advice. Past performance doesn't predict future returns. Logos provided by Logo.dev (opens in a new tab).
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