Invesco Mortgage Capital Inc.(IVR)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
IVR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Invesco Mortgage Capital Inc. (IVR), a Real Estate sector company. IVR is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Invesco Mortgage Capital Inc. reports quarterly revenue of $27.0M, net income of $-19.9M, free cash flow of $26.7M. Top institutional holders of IVR by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd., based on the most recent SEC filings. IVR trades on the NYSE exchange and files with the SEC under CIK 1437071. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IVR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Invesco Mortgage Capital Inc. directly from SEC EDGAR.
Revenue
Q1 2026
$27.0M
Net Income
Q1 2026
$-19.9M
Free Cash Flow
Q1 2026
$26.7M
ROIC
Q1 2026
-2.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Net Income
+477.6% YoYEPS (Diluted)
+176.5% YoYTotal Assets
+7.6% YoYTotal Debt
Op. Cash Flow
-23.0% YoY| Metric | FY 2024 | FY 2023 | FY 2021 | FY 2020 | FY 2018 | FY 2016 |
|---|---|---|---|---|---|---|
| Net Income | $59.9M +477.6% | $-15.9M +82.4% | $-90.0M +94.6% | $-1.67B -2265.2% | $-70.8M -127.8% | $254.4M |
| EPS (Diluted) | $0.65 +176.5% | $-0.85 -76.3% | $-0.48 +95.1% | $-9.89 -9504.9% | $-0.10 -152.0% | $0.20 |
| Total Assets | $5.69B +7.6% | $5.28B -37.4% | $8.44B -2.2% | $8.63B -51.5% | $17.81B +13.4% | $15.71B |
| Total Debt | — | — | — | — | $15.25B +15.5% | $13.21B |
| Operating Cash Flow | $183.2M -23.0% | $237.8M +56.1% | $152.3M -10.7% | $170.5M -44.0% | $304.3M +2.9% | $295.8M |
AI Insight: IVR Financial Trends
IVR's net income remains highly volatile, swinging from -$23M to +$53M across consecutive quarters, while equity recovered to a 7-quarter high of $876M in Q1 2026.
• Net income is erratic: four positive quarters (peak $53M in Q3 2025) interrupted by three negative quarters (-$13M, -$23M, -$20M), signaling unstable earnings.
• Equity rebounded from a low of $709M in Q2 2025 to $876M in Q1 2026, the highest level across all eight quarters shown.
• Operating cash flow has been consistently positive, ranging from $19M to $62M across all eight quarters, providing steady cash generation.
⚠ Net income turned negative again at -$20M in Q1 2026 after two strong quarters; earnings instability remains a persistent concern.
⚠ Operating CF dropped to $19M in Q1 2025 and $27M in Q1 2026 — Q1 quarters show a pattern of weaker cash generation worth monitoring.
AI Insight: IVR Ratio Trends
IVR's quarterly ROE swings wildly between -13.2% and +27.8%, with Q1 2026 turning negative again at -9.1%.
• ROE has oscillated dramatically each quarter, ranging from -13.2% in Q2 2025 to +27.8% in Q3 2025 — no sustained direction.
• Q1 2026 ROE dropped to -9.1% and ROA to -1.3%, reversing two consecutive positive quarters of 27.8% and 25.8%.
• TTM ROE of 7.0% and ROA of 1.0% suggest the four-quarter aggregate is modestly positive despite sharp intra-period swings.
⚠ Q1 2026's -9.1% ROE mirrors the prior-year Q1 2025 pattern of negativity — seasonal or rate-driven losses may be recurring.
⚠ Extreme quarter-to-quarter ROE volatility (36pp swing in one quarter) signals high sensitivity to mark-to-market or prepayment moves.
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Available Research
13F Pro tracks comprehensive data for Invesco Mortgage Capital Inc. including:
Top Institutional Holders of IVR
BlackRock, Inc.
$58.2M7,204,654 shVANGUARD CAPITAL MANAGEMENT LLC
$27.3M3,375,070 shMIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.
$19.2M2,382,169 shTWO SIGMA INVESTMENTS, LP
$17.9M2,213,915 shInvesco Ltd.
$17.4M2,158,130 shGEODE CAPITAL MANAGEMENT, LLC
$14.5M1,790,303 shSTATE STREET CORP
$11.5M1,405,180 shD. E. Shaw & Co., Inc.
$8.6M1,065,656 shRENAISSANCE TECHNOLOGIES LLC
$5.5M677,100 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$4.9M601,963 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $58.2M | 7,204,654 |
| VANGUARD CAPITAL MANAGEMENT LLC | $27.3M | 3,375,070 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $19.2M | 2,382,169 |
| TWO SIGMA INVESTMENTS, LP | $17.9M | 2,213,915 |
| Invesco Ltd. | $17.4M | 2,158,130 |
| GEODE CAPITAL MANAGEMENT, LLC | $14.5M | 1,790,303 |
| STATE STREET CORP | $11.5M | 1,405,180 |
| D. E. Shaw & Co., Inc. | $8.6M | 1,065,656 |
| RENAISSANCE TECHNOLOGIES LLC | $5.5M | 677,100 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $4.9M | 601,963 |
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Popular Research
Is IVR a good stock to buy?
13F Pro's AI-powered analysis of Invesco Mortgage Capital Inc. (IVR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Real Estate sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IVR are available on the IVR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own IVR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IVR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Invesco Mortgage Capital Inc.'s investment landscape.