Invesco Mortgage AI Stock Analysis
Invesco Mortgage (0JD3) AI Stock Analysis
Invesco Mortgage
(LSE:0JD3)
No summary available
Invesco Mortgage (0JD3) vs. iShares MSCI United Kingdom ETF (EWC)
- Market Cap
- $463.19M
- Dividend Yield
- 30.85%
- Average Volume (3M)
- 13.76K
- Price to Earnings (P/E)
- -83.5
- Beta (1Y)
- 1.00
- Revenue Growth
- 85.06%
- EPS Growth
- -136.22%
- Country
- UK
- Employees
- 0
- Sector
- Real Estate
- Sector Strength
- 65
- Industry
- REIT - Mortgage
Invesco Mortgage Business Overview & Revenue Model
Company Description
Invesco Mortgage Capital Inc. functions as a real estate investment trust (REIT), concentrating on acquiring, funding, and overseeing a diverse portfolio of mortgage-backed securities and other assets linked to real estate. Its holdings include both...
Invesco Mortgage Earnings Call Summary
The call presented a challenging third-quarter result, with a -11.6% economic return, a 16.1% decline in book value per share, higher leverage and materially wider Agency RMBS spreads. These negatives were balanced by a roughly 6% quarter-to-date economic return, ample liquidity, 99% hedge coverage, stable funding markets, active portfolio repositioning toward specified pools, attractive stated ROEs and a constructive outlook for Agency RMBS and Agency CMBS. Overall, management sounded cautiously constructive, but the significant realized quarterly loss and ongoing market uncertainty kept the tone balanced.
Q3-2026 Updates
Positive Updates
Negative Updates
Company Guidance
Entering the fourth quarter, management said its outlook for Agency RMBS and Agency CMBS is constructive, with current ROEs for target assets of 18%-20%; it is very comfortable with an Agency TBA allocation at about 8%, while maintaining the majority of its allocation in specified pools, where levered gross returns were in the high teens to 20% ROE, and Agency TBA offered high teens to low 20s ROEs, including an ROE well over 20% for 30-year 6.5% Agency TBA. Management said it is comfortable with the current level of leverage and cash and unencumbered investments, comfortable at higher levels, but not necessarily looking to add assets, and noted that the GSEs still had about $135 billion of capacity under their caps after adding about $45 billion year-to-date and about $15 billion during the third quarter; the dividend will be discussed with the board based on market conditions, current earnings, portfolio composition, available investment opportunities, earnings power, stability, and competitiveness.
Invesco Mortgage Risk Analysis
Invesco Mortgage disclosed 87 risk factors in its most recent earnings report. Invesco Mortgage reported the most risks in the "Finance & Corporate" category.
Latest Risks Added
0 New RisksInvesco Mortgage Peers Comparison
Overall Rating
NLY61Neutral
MFA55Neutral
AGNC48Neutral
ARR47Neutral
CIM40Underperform
Financial Indicators
| Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
| Sector * | 65Neutral | $2.17B | 12.19 | 3.79% | 4.94% | 3.15% | 1.96% |
| NLY | 61Neutral | $14.44B | 12.25 | 6.97% | 16.51% | 22.65% | -33.98% |
| MFA | 55Neutral | $590.13M | -24.34 | -0.66% | 25.90% | 34.59% | -161.36% |
| AGNC | 48Neutral | $10.80B | 117.21 | 0.48% | 17.56% | 151.78% | -96.75% |
| ARR | 47Neutral | $1.80B | -396.83 | -2.19% | 24.22% | -139.97% | -148.81% |
| CIM | 40Underperform | $566.73M | -2.39 | -7.08% | 25.94% | 19.17% | -697.18% |
* Real Estate Sector Average
Performance Comparison
| Show on chart | Ticker | Company Name | Price | Change | % Change |
|---|---|---|---|---|---|
| GB:0JD3 | Invesco Mortgage Capital | 5.06 | -1.17 | -18.85% | |
| AGNC | AGNC Investment Corp. | 8.20 | -0.65 | -7.31% | |
| NLY | Annaly Capital Management | 17.57 | -1.35 | -7.13% | |
| ARR | Armour Residential | 11.89 | -2.15 | -15.34% | |
| CIM | Chimera Investment | 6.63 | -3.78 | -36.34% | |
| MFA | MFA Financial Inc | 5.56 | -2.34 | -29.58% |
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.