Invesco Mortgage Capital (IVR)

• Market cap: $504M
• 1 day: 0.8%
• 5 days: -2.56%
• 1 month: 0.13%
• 3 months: 0.8%
• 6 months: -12.04%
• Year to date: -6.86%
• 1 year: -16.67%
• 5 years: -73.97%
• 10 years: -94.42%
• Sector: Real Estate
• Industry: Mortgage REIT

About: Invesco Mortgage Capital Inc is a REIT that invests, finances, and manages residential and commercial mortgage-backed securities and mortgage loans. The company's portfolio consists of residential mortgage-backed securities (RMBS) that are guaranteed by a U.S. government agency such as the Government National Mortgage Association, or a federally chartered corporation such as the Federal National Mortgage Association or the Federal Home Loan Mortgage Corporation; Commercial mortgage-backed securities (CMBS) that are not guaranteed by a U.S. government agency or a federally chartered corporation; RMBS that are not guaranteed by a U.S. government agency or a federally chartered corporation; and other real estate-related financing arrangements.

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

106% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 31

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

2% less funds holding

Funds holding: 146 [Q1] → 143 (-3) [Q2]

2.9% less ownership

Funds ownership: 46.01% [Q1] → 43.1% (-2.9%) [Q2]

6% less capital invested

Capital invested by funds: $237M [Q1] → $223M (-$14.1M) [Q2]

51% less call options, than puts

Call options by funds: $2.3M | Put options by funds: $4.66M

Research analyst outlook

1 Wall Street Analyst provided 1 year price targets over the past 3 months

• Low target: $7.5
• Avg. target: $7.5
• High target: $7.5

1 analyst rating

• positive: 0 0%
• neutral: 1 100%
• negative: 0 0%

UBS Douglas Harter

$7.5

Neutral Maintained

3 Sep 2025