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AG Mortgage Investment Trust (MITT) investor relations material
AG Mortgage Investment Trust Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary1 Aug, 2025
Executive summary
Increased common dividend by 5% to $0.21 per share, despite a 2.4% decline in book value to $10.39, and maintained a breakeven or slightly negative economic return on equity in a volatile quarter.
Acquired an additional 21.4% interest in Arc Home, raising ownership to 66%, with minimal dilution and expected accretion to earnings available for distribution (EAD) in 2026.
Strategic focus on vertically integrated residential mortgage origination, securitization, and disciplined capital rotation into Non-Agency and Home Equity Loans.
Executed significant investment activity, including $444.9 million in Q2 loan purchases and over $2 billion of UPB securitized year-to-date.
Refinanced high-cost legacy debt, reducing cost of capital by over 500 basis points and generating $39–$40 million in cash for redeployment.
Financial highlights
Book value per share declined 2.4% to $10.39 from the prior quarter, mainly due to market volatility, mark-to-market losses, and dividend payments.
Net interest income for Q2 2025 was $17.8–$18.5 million; EAD per share was $0.18; net loss available to common shareholders was $1.4 million, or $0.05 per share.
Investment portfolio grew to $7.3 billion, with a low economic leverage ratio of 1.3x and GAAP leverage ratio of 12.8x.
Portfolio yield was 6.0–6.01% and cost of funds was 5.29–5.4% as of June 30, 2025.
Q2 loan purchases totaled $444.9 million; $331.4 million UPB of loans securitized; Arc Home originations were $757.4 million.
Outlook and guidance
Expectation of EAD recovery as capital from non-accrual commercial loans and legacy assets is redeployed in the second half of the year.
Anticipate meaningful earnings accretion from increased Arc Home ownership in 2026, driven by mortgage market growth and Arc's non-QM leadership.
Two additional securitizations planned for Q3, with a strong pipeline of residential mortgage loan acquisitions.
Liquidity position of $89.7 million at quarter end expected to support ongoing investment and financing activities.
Continued use of securitizations to convert recourse financing to non-recourse, non-mark-to-market structures.
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Next AG Mortgage Investment Trust earnings date
Q3 20254 Nov, 2025
Next AG Mortgage Investment Trust earnings date
Q3 20254 Nov, 2025
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Frequently asked questions
AG Mortgage Investment Trust Inc. (MITT) is a residential mortgage real estate investment trust (REIT) that specializes in investing in a diversified, risk-adjusted portfolio of residential mortgage-related assets in the U.S. mortgage market. The company focuses on long-term risk-adjusted returns for its stockholders, primarily through dividends and the strategic management of its investment portfolio. AG Mortgage Investment Trust Inc. is headquartered in NYC and its shares are listed on the NYSE.
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