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Companies / Financials / Invesco Mortgage Capital Inc.
IVR

Invesco Mortgage Capital Inc.

Ticker IVRATLANTA, GAFiscal year ends DecemberBook value per share $9.52Diluted shares 94.9M

Invesco Mortgage Capital Inc. (NYSE: IVR) invests in, finances and manages mortgage-backed securities and other mortgage-related assets, including residential and commercial securities backed by U.S. government agencies or federally chartered corporations. Its current portfolio centers on Agency residential… From the company’s description.

In fiscal 2025, Invesco Mortgage Capital Inc. reported net income of $101.28M. Operations generated $157.09M in cash.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
—
0.00%FY2025
$101.28MFY2025
+69.1% year over year
Last 12 mo $-29.04M
12.70%FY2025
+4.5 percentage points
Last 12 mo -3.21%
Cash & financing
$157.09MFY2025
−14.2% year over year
Last 12 mo $175.22M
$157.09MFY2025
−14.2% year over year
Last 12 mo $175.22M
—
66.9MFY2025
+24.4% year over year
Last 12 mo 94.9M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What Invesco Mortgage Capital Inc. does

In the company’s own words

Invesco Mortgage Capital Inc. (NYSE: IVR) invests in, finances and manages mortgage-backed securities and other mortgage-related assets, including residential and commercial securities backed by U.S. government agencies or federally chartered corporations. Its current portfolio centers on Agency residential mortgage-backed securities and Agency commercial mortgage-backed securities; it has also invested in non-Agency securities, forward contracts to purchase Agency securities, mortgage loans, Treasury securities and real estate-related ventures. The company seeks investment income from mortgage assets and uses financing and derivatives to manage its portfolio. It conducts business through its wholly owned operating partnership and is externally managed by Invesco Advisers, an Invesco subsidiary; it has no employees of its own. Invesco Mortgage Capital is organized as a real estate investment trust for U.S. federal tax purposes. Its website is www.invescomortgagecapital.com.

Company details
Sector
Financials
Industry (SIC)
REITs
Headquarters
ATLANTA, GA
Fiscal year end
December
CIK
1437071
SIC
6798

Financial performance, year by year

Fiscal 2011–2025 · USD
$-1.88B$-1.27B$-655.13M$-43.59M$567.95M201120122013201420152016201720182019202020212022202320242025Last 12 moLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns Invesco Mortgage Capital Inc. — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

109
funds hold it
0 of 35
superinvestors hold it
$145.60M
held by funds, at market
16.8%
of shares held by funds

Largest fund holders · Invesco Mortgage Capital Inc.’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.02%of fund net assets
Invesco KBW High Dividend Yield Financial ETF
KBWD · Invesco Exchange-Traded Fund Trust II
—of fund net assets
Global X SuperDividend ETF
SDIV · GLOBAL X FUNDS
—of fund net assets
VanEck Mortgage REIT Income ETF
MORT · VanEck ETF Trust
2.15%of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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  • “How do Invesco Mortgage Capital Inc. and its peers compare on margins and cash generation over ten years?”
  • “Where did five years of Invesco Mortgage Capital Inc.'s earnings go — cash, debt, buybacks, reinvestment?”
  • “What changed in Invesco Mortgage Capital Inc.'s last four quarterly filings that the numbers alone won't show?”
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