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Chimera Investment (CIM) investor relations material
Chimera Investment Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary6 Aug, 2025
Executive summary
Entered a definitive agreement to acquire HomeXpress Mortgage Corp, expected to close in Q4 2025, expanding non-QM lending and servicing capabilities.
Portfolio diversification included increased Agency RMBS, a $6.5B Fannie Mae MSR acquisition, and expansion into third-party asset management.
Strategic focus on recurring fee income, liquidity, and dividend growth through accretive platforms and assets.
Third-party asset management AUM reached $25.4B, up 43% year-over-year.
Market conditions in Q2 2025 were marked by stable inflation, resilient labor market, and steady Fed rates.
Financial highlights
GAAP net income for Q2 2025 was $14M ($0.17/share); GAAP book value per share was $20.91 at quarter end.
Earnings available for distribution (EAD) for Q2 2025 was $32M ($0.39/share); economic net interest income was $69M.
Economic return on GAAP book value was 0.5% for Q2 and 9.8% year-to-date.
Dividends per share were $0.37 in Q2 2025, unchanged from Q1 2025.
Ended Q2 with $250M in cash and $311M in unencumbered assets.
Outlook and guidance
HomeXpress acquisition expected to be accretive, with strongest impact in 2026–2027.
Short-term earnings may decrease as capital is redeployed and integration occurs, but long-term growth in assets and dividend is targeted.
Double-digit ROE targeted for next year, supported by HomeXpress and portfolio optimization.
Focus remains on liquidity, flexibility, and portfolio diversification amid ongoing market volatility.
Management expects the second half of 2025 to be marked by policy uncertainty and market volatility.
Balance of short-term earnings vs. long-term growth?
Role of MSRs in the long-term portfolio mix?
How does funding structure provide market stability?
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Next Chimera Investment earnings date
Q3 20255 Nov, 2025
Next Chimera Investment earnings date
Q3 20255 Nov, 2025
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Frequently asked questions
Chimera Investment Corporation is a real estate investment trust that invests in residential mortgage assets. The company’s portfolio includes mortgage-backed securities, residential loans, and other real estate-related investments. It aims to generate income through interest and capital appreciation. The company is headquartered in New York, New York, and its shares are listed on the NYSE.
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