IVR

Invesco Mortgage Capital Inc. ( IVR ) Q3 2026 Earnings Call October 30, 2026 9:00 AM EDT Company Participants Greg Seals - Investor Relations Kevin Collins - Chief Executive Officer Brian Norris - Chief Investment Officer Conference Call Participants Ameeta Lobo Nelson - UBS Investment Bank, Research Division Douglas Harter - BTIG, LLC, Research Division Trevor Cranston - Citizens JMP Securities, LLC, Research Division Jason Weaver - JonesTrading Institutional Services, LLC, Research Division Jason Stewart - Compass Point Research & Trading, LLC, Research Division Presentation Operator Welcome to the Invesco Mortgage Capital Third Quarter 2026 Earnings Call. [Operator Instructions] As a reminder, this call is being recorded.

Office Properties Income Trust shareholders watched a double-digit yield turn into a bankruptcy, and five dividend payers right now share the same warning signs that preceded that collapse.

ATLANTA, Oct. 21, 2026 /PRNewswire/ -- Invesco Mortgage Capital Inc. (NYSE: IVR) will announce its third quarter 2026 results Thursday, October 29, 2026, after market close. A conference call and audio webcast to review third quarter 2026 results will be held on Friday, October 30, 2026, at 9:00 a.m.

Top ten ReFa/Ro Dogs for September 2026 offer projected net gains of 40.66% to 122.87% by September 2027, per broker estimates. All ten IDEAL ReFa/Ro stocks have annual dividends from $1,000 invested exceeding their single share prices, signaling contrarian value opportunities. Analyst targets suggest five lowest-priced ReFa/Ro Dogs could deliver 92.27% net gains versus 70.37% for all ten, highlighting potential upside in low-priced names.

The October 2026 'Dogs of the Russell 3000' strategy highlights high-yield, fair-priced stocks with analyst-projected net gains up to 81.2% by October 2027. Top ten S-M Russell 3000 stocks offer yields from 10.1% to 19.6%, with all currently trading below projected annual dividends from $1,000 invested. Fifteen out of fifty-one S-M Russell 3000 high-yielders have negative free cash flow margins, signaling caution for dividend sustainability.

Invesco Mortgage Capital Inc. faces ongoing pressure from rising interest rates and widening mortgage spreads, impacting common shares significantly. IVR Series C Preferred, IVR.PR.C, offers a ~7.8% yield, a floating-rate reset in 2027, and strong dividend coverage, making it relatively resilient versus common stock. Preferred shares benefit from a declining share of the capital structure, with common equity providing a substantial loss-absorption cushion.

ATLANTA, Oct. 14, 2026 /PRNewswire/ -- Invesco Mortgage Capital Inc. (NYSE: IVR) (the "Company") today announced that the Company declared a cash dividend of $0.12 per share of common stock for the month of October 2026. The dividend will be paid on November 16, 2026 to stockholders of record at the close of business on October 26, 2026, with an ex-dividend date of October 26, 2026.

Invesco Mortgage Capital (IVR), MFA Financial (MFA), and five others lead the October Dividend Power list with high yields and 'safer' dividends backed by free cash flow. Top ten Dividend Power stocks are projected to deliver average net gains of 86.23% by October 2027, with analyst targets indicating significant upside potential. Dividend Power strategy focuses on high earnings yield and top dividend yield, favoring underpriced, high-yielding 'underdog' stocks for contrarian, income-focused investors.

Invesco Mortgage Capital (IVR) reached $5.62 at the closing of the latest trading day, reflecting a -1.75% change compared to its last close.

Invesco Mortgage Capital (IVR) trades at a steep discount to book value, presenting a potential buy-the-dip opportunity. IVR's current portfolio is higher quality and more resilient, with 88% in agency MBS pools yielding 4.5%-6%. Leverage and margin call risk remain, but IVR's 97% hedge ratio and improved asset mix reduce vulnerability to rising rates.