IVR Invesco Mortgage Capital Inc

$IVR I have BV recovered a little to the $6.90 area (yeah I know I said this number before). This is probably a good dip buy, but never a long-term investment. Most of the recent BV losses are permanent, with last month’s update coming at the expense of CMBS… almost a 25% reduction in holdings. Hedging is also up, making an environment of stable rates and tightening Agency MBS spreads probably the most favorable backdrop. Remember, Divvy is large part being funded by these hedges. Biggest boon to US Treasuries is probably France. That’ll bring down the EU, making the US seem a bit more attractive as of late.

$IVR this stock was beaten down too much with the rate increase. After the Iran conflict, this goes back $7-8 with a rate cut in January

$IVR Oh would you look at that basically called ER…. Honestly guys just use the Divvy release, it has the BV numbers. I called CMBS lower 10+ days ago.

$IVR Seems like they are dodging and weaving as one would want - "During the latter part of the quarter, we reduced our Agency CMBS allocation and redeployed proceeds into Agency RMBS opportunities, as spread widening created increasingly attractive risk-adjusted return potential within the sector. Importantly, financing markets remained orderly despite elevated market volatility. Our strong liquidity position, diversified financing relationships, and disciplined risk-management framework continue to position the Company well during periods of market uncertainty."

$IVR (32%) only 25 shares left. Think I lost $3000 or so. still holding 523 of the greatest monthly payer loser of all time...yep, $OXLC !

$IVR you can never win with this thing. Rates go up you lose, rates go down you still lose

$IVR I like this around 6.2 for now but a year from now I see this under 5. Short term bullish long term bearish. Also my projections for November divy is 70% cut 30% hold. Yes short term bullish here, but don’t ever think you can buy and forget this… you’ll be burned.

$IVR really regret being trapped in this stock, I've DCA but is just feeling like a bottomless pit of despair

$IVR I am accumulating this in my IRA for retirement. Am I safe here? Or should I move to something else?

$IVR Q3 '26 Earnings Results & Recap In Q3 2026, Invesco Mortgage Capital reported net loss attributable to common stockholders of $98.8M, earnings available for distribution of $50.3M, and diluted loss per share of $0.92.

$IVR Is this normal or abnormal for IVR? - During the three months ended September 30, 2026, the Company issued 6,706,923 shares of common stock for net proceeds of $51.0 million through its at-the-market program.

$IVR reports earnings today after the close. I used Stock Meadow’s earnings dashboard to review its history: IVR has beaten EPS estimates in 3 of its last 8 reports.

$IVR Crazy 25% dividend rate. Financials says cashflows can sustain the current dividend rates and current BV is 6.74? Also near 5 year lows. I'm assuming market thinks interest rates will be raised (which will increase their short term lending costs) and dividends will be cut in the near future. If Trump loses midterms, they might be able to reverse the tariffs which should decrease inflation, and then fed will hold/decrease interest rates. Opening position