IVR Invesco Mortgage Capital Inc.

NEUTRAL Impact: 3/10 8-K
Horizon weeks Filed May 14, 2026 Processed 29d 19h ago SEC 0001437071-26-000044
8-K context-dependent: Items 7.01, 8.01
Latest settled — T+5d
IVR-PC ▲ +1.00% at T+5d
NEUTRAL call ✓ call won +1.00% · α vs SPY +0.04% · entry $23.52 → $23.75
Next anchor: T+20d due yesterday
Currently $7.94 · -66.24% from $23.52 entry
Entry anchored
May 14, 2026
via day open
T+1d
+0.63%
call +0.63% · α +0.69%
$23.67
settled 29d ago
T+5d
+1.00%
call +1.00% · α +0.04%
$23.75
settled 23d ago
T+20d
call — · α —
due yesterday
T+60d
call — · α —
in 8w

Price Chart

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Executive Summary

Invesco Mortgage Capital Inc. declared a $0.12 per share monthly common dividend for May 2026 and released preliminary April 2026 financial data. The filing shows a stable portfolio of $7.5 billion, estimated book value per common share of $8.21, and a debt-to-equity ratio of 5.9x (economic 7.3x). This is a routine monthly update with no material changes to the credit profile for preferred shareholders.

Actionable Insight

Monitor the next quarterly 10-Q for GAAP earnings and book value trends. The preferred dividend (7.50% Series C) remains well-covered by the portfolio yield and leverage profile. No immediate catalyst for the preferred shares.

Key Facts

  • Declared $0.12 per share common dividend for May 2026, payable June 12, 2026
  • Total investment portfolio including TBAs of $7.5 billion as of April 30, 2026
  • Estimated book value per common share of $8.21 as of April 30, 2026
  • Debt-to-equity ratio of 5.9x and economic debt-to-equity ratio of 7.3x
  • Unrestricted cash and unencumbered investments of $563.0 million
  • Total repurchase agreement borrowings of $5.5 billion
  • Series C Preferred Stock liquidation preference of $169.4 million
  • 92.8 million common shares outstanding

Financial Impact

Routine monthly dividend and preliminary month-end data; no material change to preferred dividend coverage or credit profile.

dividendbook valueleverageportfolio composition

Risk Factors

  • Interest rate changes could impact portfolio yields and book value
  • Prepayment risk on Agency RMBS could reduce portfolio yield
  • Leverage at 5.9x GAAP (7.3x economic) leaves limited cushion in a stress scenario

Market Snapshot

Exchange
NYSE
Sector
Real Estate Investment Trusts

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001437071-26-000044
Document: ivr-20260514.htm0001437071-26-000044
Document: 0001437071-26-000044-index-headers.html0001437071-26-000044
Document: 0001437071-26-000044-index.html0001437071-26-000044
Document: 0001437071-26-000044.txt0001437071-26-000044
4 reports for IVR
Performance horizon
Filters
Rows
Reports for IVR — sortable, filterable
Type Now
Jun 12, 2026
today
8-K
NEUTRAL ★ 3/10
$7.93 awaiting T+5awaiting T+5$7.94 (+0.13%)
Jun 11, 2026
2d ago
Institutional Cluster
NEUTRAL ★ 4/10
$8.01 awaiting T+5awaiting T+5$7.94 (−0.87%)
May 14, 2026
29d ago
8-K
NEUTRAL ★ 3/10
$23.52 $23.75▲ +1.00%▲ +0.04%$7.94 (−66.24%)
Mar 20, 2026
12w ago
DEFA14A
NEUTRAL ★ 3/10
$7.41 $7.60▲ +2.49%▲ +4.64%$7.94 (+7.08%)
Showing 4 of 4

US Market Status

Market Closed — Opens Mon (45h 51m)

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