Invesco Mortgage Capital Stock Performance
| IVR Stock | USD 8.50 0.02 0.24% |
On a scale of 0 to 100, Invesco Mortgage holds a performance score of 14. The company retains a Market Volatility (i.e., Beta) of 0.57, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Invesco Mortgage's returns are expected to increase less than the market. However, during the bear market, the loss of holding Invesco Mortgage is expected to be smaller as well. Please check Invesco Mortgage's downside variance, as well as the relationship between the daily balance of power and relative strength index , to make a quick decision on whether Invesco Mortgage's current trending patterns will revert.
Risk-Adjusted Performance
Good
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Mortgage Capital are ranked lower than 14 (%) of all global equities and portfolios over the last 90 days. Even with relatively fragile basic indicators, Invesco Mortgage reported solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 0.29 | Five Day Return 1.92 | Year To Date Return 0.24 | Ten Year Return (93.05) | All Time Return (95.40) |
Forward Dividend Yield 0.1627 | Payout Ratio | Last Split Factor 1:10 | Forward Dividend Rate 1.38 | Dividend Date 2026-01-23 |
| Invesco Mortgage dividend paid on 24th of October 2025 | 10/24/2025 |
1 | Procter Gamble Company PG Stock Holdings Lifted by Oppenheimer Asset Management Inc. | 10/27/2025 |
2 | Acquisition by Dennis Lockhart of 4500 shares of Invesco Mortgage subject to Rule 16b-3 | 12/04/2025 |
3 | Which Aussie silver companys shares are charging higher on positive news | 12/16/2025 |
4 | United Parcel Service Trading Up 1.2 percent Still a Buy | 12/19/2025 |
5 | Recent Analysts Ratings Changes for Invesco Mortgage Capital | 12/23/2025 |
6 | Voya Investment Management LLC Lowers Stake in LivaNova PLC LIVN | 12/26/2025 |
7 | Polestar Automotive Holding UK Shares Up 4 percent Heres What Happened | 12/29/2025 |
8 | Stock Market 2025 Wrapped AI Boom Carries Major Indexes to Record Year As Experts Warn of Whats to Come | 12/31/2025 |
9 | Invesco Advantage Municipal Income Trust II declares 0.0559 dividend | 01/02/2026 |
10 | Invesco RAFI US 1000 ETF Sets New 12-Month High Heres What Happened | 01/05/2026 |
| Begin Period Cash Flow | 198.6 M | |
| Total Cashflows From Investing Activities | -497.4 M |
Invesco Mortgage Relative Risk vs. Return Landscape
If you would invest 722.00 in Invesco Mortgage Capital on October 7, 2025 and sell it today you would earn a total of 128.00 from holding Invesco Mortgage Capital or generate 17.73% return on investment over 90 days. Invesco Mortgage Capital is generating 0.2695% of daily returns assuming volatility of 1.4386% on return distribution over 90 days investment horizon. In other words, 12% of stocks are less volatile than Invesco, and above 95% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Mortgage Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Mortgage's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco Mortgage Capital, and traders can use it to determine the average amount a Invesco Mortgage's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1873
| Best Portfolio | Best Equity | |||
| Good Returns | ||||
| Average Returns | ||||
| Small Returns | IVR | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns |
Based on monthly moving average Invesco Mortgage is performing at about 14% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Mortgage by adding it to a well-diversified portfolio.
Invesco Mortgage Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Mortgage, and Invesco Mortgage fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Stock performance.
| Return On Equity | 0.0655 | ||||
| Return On Asset | 0.0089 | ||||
| Profit Margin | 0.74 % | ||||
| Operating Margin | 0.92 % | ||||
| Current Valuation | 5.86 B | ||||
| Shares Outstanding | 70.95 M | ||||
| Price To Earning | 78.00 X | ||||
| Price To Book | 1.00 X | ||||
| Price To Sales | 8.34 X | ||||
| Revenue | 79.55 M | ||||
| Gross Profit | 72.3 M | ||||
| EBITDA | 310.38 M | ||||
| Net Income | 59.88 M | ||||
| Cash And Equivalents | 73.4 M | ||||
| Cash Per Share | 4.95 X | ||||
| Total Debt | 4.89 B | ||||
| Debt To Equity | 5.11 % | ||||
| Current Ratio | 0.08 X | ||||
| Book Value Per Share | 8.48 X | ||||
| Cash Flow From Operations | 183.16 M | ||||
| Earnings Per Share | 0.48 X | ||||
| Market Capitalization | 603.04 M | ||||
| Total Asset | 5.69 B | ||||
| Retained Earnings | (3.57 B) | ||||
| Working Capital | (11.77 B) | ||||
| Current Asset | 443.96 M | ||||
| Current Liabilities | 12.22 B | ||||
About Invesco Mortgage Performance
Assessing Invesco Mortgage's fundamental ratios provides investors with valuable insights into Invesco Mortgage's financial health and overall profitability. This information is crucial for making informed investment decisions. A high ROA would indicate that the Invesco Mortgage is effectively leveraging its assets and equity to generate significant profits, making it an appealing investment. Conversely, low Return on Assets could signal underlying management issues in assets and equity, indicating a necessity for operational refinements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.49 | 0.51 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.09 | 0.10 |
Things to note about Invesco Mortgage Capital performance evaluation
Checking the ongoing alerts about Invesco Mortgage for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Mortgage Capital help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Mortgage Capital has 4.89 B in debt with debt to equity (D/E) ratio of 5.11, demonstrating that the company may be unable to create cash to meet all of its financial commitments. Invesco Mortgage Capital has a current ratio of 0.08, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Invesco to invest in growth at high rates of return. | |
| Invesco Mortgage has a strong financial position based on the latest SEC filings | |
| Latest headline from thelincolnianonline.com: Invesco RAFI US 1000 ETF Sets New 12-Month High Heres What Happened |
- Analyzing Invesco Mortgage's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Invesco Mortgage's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Mortgage's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Invesco Mortgage's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Mortgage's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Mortgage's stock. These opinions can provide insight into Invesco Mortgage's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Invesco Stock Analysis
When running Invesco Mortgage's price analysis, check to measure Invesco Mortgage's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Mortgage is operating at the current time. Most of Invesco Mortgage's value examination focuses on studying past and present price action to predict the probability of Invesco Mortgage's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Mortgage's price. Additionally, you may evaluate how the addition of Invesco Mortgage to your portfolios can decrease your overall portfolio volatility.