Welcome to our dedicated page for Invesco Mortgage Capital SEC filings (Ticker: IVR), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Invesco Mortgage Capital Inc. filings document the reporting, governance and capital-structure disclosures of a Maryland mortgage REIT listed on the New York Stock Exchange. Recent 8-K reports furnish quarterly results, preliminary financial data, monthly common stock dividends, book value, investment portfolio composition, liquidity, repurchase agreements and leverage metrics, including disclosures related to TBAs.
The company’s SEC records also cover annual proxy matters such as director elections, executive compensation votes and auditor ratification. Other filings identify its registered common stock and 7.50% Fixed-to-Floating Series C Cumulative Redeemable Preferred Stock, as well as equity distribution arrangements involving the company, IAS Operating Partnership LP and Invesco Advisers, Inc.
Invesco Mortgage Capital Inc. is a mortgage REIT that invests in, finances and manages primarily Agency residential and commercial mortgage-backed securities, aiming to deliver attractive risk-adjusted returns mainly through dividends. It is externally managed by Invesco Advisers and operates through a wholly owned operating partnership.
The company uses significant leverage, mainly via repurchase agreements tied to short-term rates such as SOFR, and actively hedges interest rate and spread risk with derivatives. As of June 30, 2025, non-affiliate common equity market value was $518,097,016, with 83,270,532 common shares outstanding as of February 20, 2026.
The filing highlights extensive risk factors, including interest rate and spread volatility, reliance on repo funding, margin-call and liquidity risk, prepayment and extension risk, Federal Reserve and GSE policy impacts, use of complex hedging strategies, dependence on external management and third-party servicers, and REIT and regulatory compliance constraints.
Invesco Mortgage Capital Inc. declared a cash dividend of $0.12 per common share for February 2026. The dividend will be paid on March 13, 2026 to stockholders of record on February 24, 2026, which is also the ex-dividend date.
As of January 31, 2026, the company reported a total investment portfolio including TBAs of $7.1 billion and unrestricted cash and unencumbered investments of $510.7 million. Total repurchase agreement borrowings were $5.4 billion.
The company’s estimated book value per common share was $8.91, based on stockholders’ equity less the $170.5 million Series C preferred liquidation preference, divided by 80.7 million common shares. The reported debt-to-equity ratio was 6.1x and economic debt-to-equity ratio 7.1x, reflecting on- and off-balance sheet leverage.
Invesco Mortgage Capital Inc. filed a current report to share that it issued a press release announcing its financial results for the quarter ended December 31, 2025. The press release, dated January 29, 2026, is included as Exhibit 99.1 and is incorporated by reference into the earnings disclosure item.
The company specifies that this financial information is being furnished, not filed, under securities laws, which limits certain legal liabilities and affects how it can be used in other regulatory documents. The filing also identifies the company’s common stock and Series C preferred stock as listed on the New York Stock Exchange.
Invesco Mortgage Capital Inc. reported that it has declared a monthly dividend on its common stock and shared updated information on its book value and leverage as of January 12, 2026. These details were released in a press statement dated January 15, 2026.
The company’s disclosure signals ongoing communication about shareholder payouts and balance sheet metrics, with the full dividend terms and book value and leverage figures provided in the accompanying press release filed as Exhibit 99.1.
Invesco Mortgage Capital Inc. announced that it will change its common stock dividend schedule from quarterly to monthly beginning in the first quarter of 2026. This shifts cash dividend payments to a more frequent monthly cadence for common shareholders.
The company also stated that its Board of Directors declared a cash dividend of $0.36 per share of common stock for the fourth quarter of 2025. Both the dividend declaration and the change in payment frequency were announced in a press release dated December 18, 2025.
Invesco Mortgage Capital Inc. (IVR) reported an insider transaction by a company director. On 11/10/2025, the director sold 2,000 shares of the company’s 7.50% Series C Preferred Stock at a price of $24.722 per share (transaction code S).
Following the sale, the reporting person beneficially owns 0 shares of the Series C Preferred Stock and 19,258 shares of Common Stock, with ownership reported as direct.
Invesco Mortgage Capital (IVR) reported stronger Q3 2025 results. Net income was $53.471 million, with $50.208 million attributable to common stockholders, or $0.74 per diluted share. Net interest income improved to $17.614 million as interest expense declined to $55.302 million. Investment gains totaled $49.540 million, partly offset by a $9.218 million loss on derivatives.
Mortgage‑backed securities at fair value stood at $5.749 billion, and repurchase agreements were $5.150 billion with a 4.35% weighted average rate and 21 days weighted average remaining maturity. Total stockholders’ equity was $769.581 million. The company sold 4,638,385 common shares for $36.145 million net and repurchased 89,223 Series C preferred shares. A $0.34 per‑share common dividend (aggregate $24.121 million) was declared September 24 and paid October 24. Shares outstanding were 70,945,571 as of October 31, 2025.
Invesco Mortgage Capital Inc. (IVR) furnished Q3 results and an updated book value estimate. The company announced an estimated book value per common share in the range of $8.31 to $8.65 as of October 24, 2025. The estimate accompanies a press release covering financial results for the quarter ended September 30, 2025, which was provided as an exhibit.
The book value per share estimate is adjusted to exclude a pro rata portion of the current quarter’s common dividend and is calculated as total stockholders’ equity less the $172.6 million liquidation preference of the Series C Preferred Stock, divided by 70.9 million total common shares outstanding. This range offers a snapshot of equity value per common share around late October and reflects the capital structure impact of preferred stock.
Invesco Mortgage Capital Inc. announced planned director retirements and Board leadership changes. John Day, independent director and Chair, will retire from the Board effective December 31, 2025, and step down as Chair on November 4, 2025. Carolyn Handlon, independent director and Audit Committee Chair, will not seek re-election at the 2026 annual meeting and will retire as Audit Committee Chair on December 31, 2025 while remaining on the Board through the 2026 meeting. Carolyn Gibbs, executive director, will retire from the Board effective March 31, 2026. The Board elected Don Liu to be Chair effective November 4, 2025, named Wes McMullan to chair the Nomination and Corporate Governance Committee effective November 4, 2025, and named Robert Fleshman to chair the Audit Committee effective January 1, 2026; the Board will be reduced from eight to seven directors effective January 1, 2026.
Invesco Mortgage Capital Inc. has entered into an equity distribution agreement that allows it to offer up to 25,000,000 shares of its common stock through several placement agents. The shares are registered under the company’s effective Form S-3 shelf registration and a prospectus supplement has been filed to permit sales from time to time, including ordinary brokers’ transactions on the NYSE or negotiated or block transactions.
The agreement specifies placement agent compensation of up to 2.00% of gross proceeds, includes customary representations, warranties and indemnities, and states that neither the company nor the placement agents are obligated to effect any sales. The company also terminated its prior equity distribution agreement (which had permitted up to 18,000,000 shares) and previously sold approximately 11,425,638 shares under that prior program with no termination penalties.