Invesco Mortgage Capital (IVR)

• Market cap: $516M
• 1 day: 0.39%
• 5 days: 2.50%
• 1 month: 1.57%
• 3 months: 5.42%
• 6 months: -11.99%
• Year to date: -4.66%
• 1 year: -10.68%
• 5 years: -73.98%
• 10 years: -94.21%
• 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)

113% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 30

7% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 30

3.26% less ownership

Funds ownership: 46.01% [Q1] → 42.75% (-3.26%) [Q2]

3% less funds holding

Funds holding: 146 [Q1] → 141 (-5) [Q2]

7% less capital invested

Capital invested by funds: $237M [Q1] → $221M (-$15.9M) [Q2]

38% less call options, than puts

Call options by funds: $1.25M | Put options by funds: $2.01M

Research analyst outlook

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

• Low target: $7.25 7% downside
• Avg. target: $7.25 7% downside
• High target: $7.25 7% downside

1 analyst rating

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

UBS Douglas Harter

7% downside $7.25

Neutral Maintained

10 Jul 2025