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Visual21 Nov 2025
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AG Mortgage Investment Trust (MITT) investor relations material
AG Mortgage Investment Trust Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary4 Nov, 2025
Executive summary
Book value per share increased to $10.46 as of September 30, 2025, with net income available to common stockholders of $0.47 per share and EAD of $0.23 per share, supported by strong residential investments and Arc Home's expanded contribution.
Four securitizations were executed in Q3 2025, totaling $1.7 billion in residential mortgage loans, and the investment portfolio grew to $8.8 billion.
Acquired an additional 21.4% interest in Arc Home, increasing ownership to 66%, with Arc Home delivering record non-agency lock volumes and improved gain on sale margins.
Economic return for shareholders was 2.7% for the quarter, including dividend, and a $0.21 dividend per common share was declared.
Core portfolio and operational efficiencies, along with strategic equity rotation and Arc Home profitability, drove earnings power.
Financial highlights
Net interest income for Q3 2025 was $19.5 million, with net income available to common stockholders of $14.6 million and EAD per share of $0.23.
Book value per share rose from $10.39 to $10.46, and total assets grew to $8.98 billion.
GAAP leverage ratio was 14.9x and economic leverage ratio was 1.7x at quarter-end.
Total liquidity at quarter end was $104.2 million, including $59 million in cash and $44.5 million in available committed financing.
Arc Home contributed $0.03 per share to EAD, with record lock volumes and $1.2 million in earnings.
Outlook and guidance
Management expects continued book value growth, dividend support, and further earnings growth as equity is rotated from legacy CRE loans into residential securitization and Arc Home profits.
Call rights from 2022 and 2023 transactions are expected to return $15–$30 million of equity near term, and $50 million+ over 3–4 quarters, to be redeployed into higher-return strategies.
Securitization cadence is expected to normalize to 1–2 per quarter, with healthy market conditions and continued focus on non-agency and home equity loans.
Hospitality CRE loan capital ($23 million) expected to return in first half of 2026; retail property ($7.5 million) in early resolution stages.
Management remains committed to opportunistically rotating capital, including sales of legacy WMC and non-core assets.
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Next AG Mortgage Investment Trust earnings date
Q4 20252 Mar, 2026
Next AG Mortgage Investment Trust earnings date
Q4 20252 Mar, 2026
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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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