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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.
TPG Mortgage Investment Trust
TPG Mortgage Investment Trust (MITT) investor relations material
TPG Mortgage Investment Trust Q3 2026 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2026 earnings summary4 Nov, 2026
Executive summary
Q3 net loss available to common stockholders was $15.743 million, or $0.49 per diluted share; EAD was $6.632 million, or $0.21 per diluted share.
Book value fell 7.3% to $9.27 per share, and economic return was -4.9%, including the $0.24 common dividend.
Higher rates and wider spreads pressured valuations, while home equity investment and securitizations supported portfolio growth and net interest margin expansion.
Capital redeployment, legacy commercial asset resolution and the proposed Cherry Hill merger were identified as potential earnings and long-term value drivers.
Financial highlights
Net interest income was $20.7 million, versus $19.5 million in Q3 2025; GAAP net loss was $10.5 million, versus net income of $20.0 million.
Net loss available to common stockholders was $15.743 million, or $0.49 per diluted share, versus income of $14.6 million, or $0.47 per share, in Q3 2025.
EAD was $6.632 million, or $0.21 per diluted share, versus $7.1 million, or $0.23 per diluted share, in Q3 2025.
Book value per share was $9.27, down from $10.00 at Q2 end; total equity was $522.8 million and Q3 economic ROE was -4.9%.
Net unrealized losses were $222.5 million on residential mortgage loans and $4.8 million on commercial loans, partly offset by $201.7 million of securitized-debt gains.
Outlook and guidance
Redeploying capital from legacy commercial assets into residential strategies is expected to add $0.15–$0.20 of annual EAD in 2027, depending on resolution timing.
Legacy commercial asset resolutions are expected in stages, targeted for 2027; proceeds are expected to repay financing before reinvestment, including in home equity investments.
Management cited target ROEs of 15%–20% for redeployed capital and $0.03 per share of EAD from sale proceeds used to repay financing.
The proposed Cherry Hill merger was expected to close in Q4 2026, subject to stockholder approvals and customary closing conditions.
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Latest events from TPG Mortgage Investment Trust
- MITT acquires CHMI for $117.5M, creating a $9B residential mortgage platform with enhanced scale.MITT
Acquisition presentation - Book value per share reached $10.00, EAD covered the dividend, and Cherry Hill acquisition announced.MITTQ2 2026
- Book value fell to $9.97, but EAD of $0.26/share covered the raised $0.24 dividend.MITTQ1 2026
- Annual meeting to vote on directors, auditor ratification, and executive compensation.MITTProxy Filing
- Annual meeting covers director elections, auditor ratification, and executive pay, with strong governance focus.MITTProxy Filing
- 42% total return, 6.5% ROE, and record Arc Home origination marked 2025 performance.MITTQ4 2025
- Book value rose to $10.58, net income hit $0.40 per share, and liquidity remained strong.MITTQ3 2024
- Book value was $10.63, EAD $0.21, and liquidity strong as the portfolio expanded.MITTQ2 2024
- Stable book value, higher dividends, and Arc Home breakeven drove Q1 2025 results.MITTQ1 2025
Next TPG Mortgage Investment Trust earnings date
Q4 202619 Feb, 2027
TPG Mortgage Investment Trust
Next TPG Mortgage Investment Trust earnings date
Q4 202619 Feb, 2027
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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.