Invesco Mortgage Capital Stock Performance
| IVR Stock | USD 8.71 0.28 3.11% |
On a scale of 0 to 100, Invesco Mortgage holds a performance score of 16. The company retains a Market Volatility (i.e., Beta) of 0.45, 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 total risk alpha, downside variance, as well as the relationship between the Downside Variance and daily balance of power , to make a quick decision on whether Invesco Mortgage's current trending patterns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Mortgage Capital are ranked lower than 16 (%) of all global equities and portfolios over the last 90 days. Even with relatively weak 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 (3.11) | Five Day Return 0.23 | Year To Date Return 2.71 | Ten Year Return (91.05) | All Time Return (95.29) |
Forward Dividend Yield 0.1602 | Payout Ratio | Last Split Factor 1:10 | Forward Dividend Rate 1.44 | Dividend Date 2026-02-13 |
1 | SkyWest Downgraded by Zacks Research to Hold | 12/18/2025 |
| Invesco Mortgage dividend paid on 23rd of January 2026 | 01/23/2026 |
2 | Invesco Net Inflows And Profit Rebound Challenge Longstanding Bearish Earnings Narratives | 01/27/2026 |
3 | Invesco Mortgage Q4 earnings beat on Agency RMBS outperformance | 01/29/2026 |
4 | Invesco Mortgage Capital Inc Q4 2025 Earnings Call Highlights Strong Economic Return and ... | 01/30/2026 |
5 | Boston Scientific CEO Michael Mahoney Sells 160,901 Shares | 02/03/2026 |
6 | Orion Group Holdings, Inc. Receives Average Recommendation of Moderate Buy from Analysts | 02/05/2026 |
7 | Invesco Pharmaceuticals ETF Sees Significant Decrease in Short Interest | 02/11/2026 |
| Invesco Mortgage dividend paid on 13th of February 2026 | 02/13/2026 |
| 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 719.00 in Invesco Mortgage Capital on November 16, 2025 and sell it today you would earn a total of 152.00 from holding Invesco Mortgage Capital or generate 21.14% return on investment over 90 days. Invesco Mortgage Capital is generating 0.3263% of daily returns assuming volatility of 1.5298% on return distribution over 90 days investment horizon. In other words, 13% of stocks are less volatile than Invesco, and above 94% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Mortgage Target Price Odds to finish over Current Price
The tendency of Invesco Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 8.71 | 90 days | 8.71 | about 20.91 |
Based on a normal probability distribution, the odds of Invesco Mortgage to move above the current price in 90 days from now is about 20.91 (This Invesco Mortgage Capital probability density function shows the probability of Invesco Stock to fall within a particular range of prices over 90 days) .
Invesco Mortgage Price Density |
| Price |
Predictive Modules for Invesco Mortgage
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Invesco Mortgage Capital. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Mortgage's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Invesco Mortgage Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Mortgage is not an exception. The market had few large corrections towards the Invesco Mortgage's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Invesco Mortgage Capital, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Mortgage within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.24 | |
β | Beta against Dow Jones | 0.45 | |
σ | Overall volatility | 0.63 | |
Ir | Information ratio | 0.14 |
Invesco Mortgage Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Invesco Mortgage for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Mortgage Capital can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Invesco Mortgage has high likelihood to experience some financial distress in the next 2 years | |
| Invesco Mortgage Capital has 5.62 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. | |
| On 13th of February 2026 Invesco Mortgage paid $ 0.12 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Invesco Pharmaceuticals ETF Sees Significant Decrease in Short Interest |
Invesco Mortgage Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Invesco Stock often depends not only on the future outlook of the current and potential Invesco Mortgage's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Invesco Mortgage's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 66.3 M | |
| Cash And Short Term Investments | 56 M |
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 | 0.13 | ||||
| Return On Asset | 0.0166 | ||||
| Profit Margin | 0.85 % | ||||
| Operating Margin | 0.92 % | ||||
| Current Valuation | 6.35 B | ||||
| Shares Outstanding | 71.79 M | ||||
| Price To Earning | 78.00 X | ||||
| Price To Book | 1.02 X | ||||
| Price To Sales | 5.22 X | ||||
| Revenue | 339.7 M | ||||
| Gross Profit | 119.84 M | ||||
| EBITDA | 321.14 M | ||||
| Net Income | 59.88 M | ||||
| Cash And Equivalents | 56.04 M | ||||
| Cash Per Share | 4.95 X | ||||
| Total Debt | 5.62 B | ||||
| Debt To Equity | 5.11 % | ||||
| Current Ratio | 0.08 X | ||||
| Book Value Per Share | 8.80 X | ||||
| Cash Flow From Operations | 183.16 M | ||||
| Earnings Per Share | 1.28 X | ||||
| Market Capitalization | 625.3 M | ||||
| Total Asset | 6.48 B | ||||
| Retained Earnings | (3.58 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 | 0.02 | 0.02 | |
| Return On Capital Employed | 0.40 | 0.42 | |
| Return On Assets | 0.02 | 0.02 | |
| Return On Equity | 0.13 | 0.13 |
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 has high likelihood to experience some financial distress in the next 2 years | |
| Invesco Mortgage Capital has 5.62 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. | |
| On 13th of February 2026 Invesco Mortgage paid $ 0.12 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Invesco Pharmaceuticals ETF Sees Significant Decrease in Short Interest |
- 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.