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Edge16 Oct 2026
Winner, Winner: The Chicken McNugget Story
How a 1940s breeding contest, a Cornell food scientist, and a hedge by Ray Dalio helped McDonald's turn the Chicken McNugget into a fast-food icon.
Invesco Mortgage Capital
Invesco Mortgage Capital (IVR) investor relations material
Invesco Mortgage Capital Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary30 Oct, 2026
Executive summary
Economic return was (11.6)%; book value per share fell 16.1% to $6.74, including $0.36 in common dividends.
GAAP net loss attributable to common stockholders was $98.8M, or $0.92 per share; earnings available for distribution were $0.47 per share.
Higher Treasury yields and volatility widened Agency RMBS spreads, pressuring portfolio value and returns.
After quarter-end, book value rose ~4%; accrued dividends brought economic return to ~6%.
Financial highlights
Net interest income was $33.9M, with $99.0M of interest income and $65.0M of interest expense.
Net investment losses of $402.1M were partly offset by $277.7M in net derivative gains; total other losses were $124.4M.
Earnings available for distribution declined to $0.47 per share from $0.50 in Q2, while total distribution earnings rose to $50.3M from $47.1M.
Investment portfolio market value declined 2.3% to $7.967B despite $429M of net purchases.
EAD declined to $0.47 from $0.50 in Q2, largely reflecting swap portfolio repositioning; management said this did not affect economic return.
Outlook and guidance
Q4 outlook for Agency RMBS and Agency CMBS was constructive, with spread widening improving relative value and projected returns.
Medium- to long-term outlook remained constructive, supported by valuations and supply-demand technicals; lower rate volatility and easing Middle East tensions could help.
Dividend level to be reviewed with the board based on market conditions, current earnings, portfolio composition, investment opportunities and sustainable earnings power.
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Latest events from Invesco Mortgage Capital
- Q2 2026 saw a 3.8% economic return, $8.03 book value per share, and strong Agency MBS performance.IVR
Q2 2026 - Q1 2026 saw a $23.1M net loss, 7.3% book value drop, and stable distributable earnings.IVRQ1 2026
- Director elections, executive pay, and auditor ratification up for vote at the 2026 annual meeting.IVRProxy filing
- Board refreshment, strong returns, and robust governance highlight this year's proxy agenda.IVRProxy filing
- Book value per share rose 3.7% to $8.72, with an 8.0% economic return and higher dividend.IVRQ4 2025
- Shelf registration allows up to $650M in securities for REIT investment and capital needs.IVRRegistration Filing
- Q3 2024 saw a return to profitability, higher book value, and a 5.4% economic return.IVRQ3 2024
- Book value per share fell 8% in Q2, but distributable earnings and dividend remained stable.IVRQ2 2024
- Book value dropped 4.8% in Q4, with net loss and improved capital structure amid volatility.IVRQ4 2024
Next Invesco Mortgage Capital earnings date
Q4 202619 Feb, 2027
Invesco Mortgage Capital
Next Invesco Mortgage Capital earnings date
Q4 202619 Feb, 2027
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Frequently asked questions
Invesco Mortgage Capital Inc. provides asset management services and investment advisory services to government-sponsored enterprises, including the Federal National Mortgage Association, the Federal Home Loan Mortgage Corporation, and the Government National Mortgage Association. In addition, Invesco Mortgage Capital Inc. primarily focuses on investing in, financing, and managing mortgage-backed securities and other mortgage-related assets. The company was incorporated in 2008 and is headquartered in Atlanta, Georgia.