Invesco Mortgage Capital (IVR) Assets Average (2011 - 2026)
Invesco Mortgage Capital's (IVR) quarterly Assets Average came in at $6.8 billion in Q2 2026, up 16.88% on a YoY basis from $5.8 billion in Q2 2025, and up 5.98% quarter-over-quarter from $6.4 billion in Q1 2026.
Analysis
Invesco Mortgage Capital (IVR) Assets Average (2011 - 2026) Analysis & Trends
Invesco Mortgage Capital (IVR) has reported Assets Average for 16 consecutive years, with $6.8 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Assets Average rose 16.88% year-over-year to $6.8 billion; the trailing twelve-month figure through Jun 2026 stood at $6.8 billion (up 16.88% YoY), and the FY2025 full-year result was $6.1 billion, up 10.86% from the prior year.
- Assets Average grew to $6.8 billion in Q2 2026 per IVR's latest filing, from $6.4 billion in the prior quarter.
- Across five years, Assets Average topped out at $7.8 billion in Q1 2022 and bottomed at $4.5 billion in Q3 2022.
- Historically, Assets Average has averaged $5.8 billion across 5 years, with a median of $5.7 billion in 2022.
- The sharpest annual moves came in 2022 and 2023: Assets Average slumped 51.81% in 2022, then soared 30.12% in 2023.
- Over 5 years, Assets Average stood at $4.9 billion in 2022, then increased by 13.62% to $5.6 billion in 2023, then grew by 5.89% to $5.9 billion in 2024, then advanced by 5.66% to $6.2 billion in 2025, then grew by 8.63% to $6.8 billion in 2026.
- According to Business Quant data, Assets Average over the past three periods registered $6.8 billion, $6.4 billion, and $6.2 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 17.12 Bn | 14.26 Bn | - | 141.14 Bn |
| 2 | AGNC Investment | 12.40 Bn | 11.07 Bn | - | 120.33 Bn |
| 3 | Starwood Property Trust | 5.96 Bn | 4.15 Bn | - | 61.57 Bn |
| 4 | Rithm Capital | 5.63 Bn | 5.63 Bn | - | 53.74 Bn |
| 5 | Dynex Capital | 3.06 Bn | 2.46 Bn | - | 25.38 Bn |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 9.68 Bn |
| 7 | Blackstone Mortgage Trust | 2.39 Bn | 1.96 Bn | - | 19.52 Bn |
| 8 | Armour Residential REIT | 2.23 Bn | 2.14 Bn | - | 22.10 Bn |
| 9 | Ellington Financial | 1.72 Bn | 1.51 Bn | - | 20.63 Bn |
| 10 | Invesco Mortgage Capital | 738.20 Mn | 664.82 Mn | - | 6.75 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 6.75 Bn |
| Mar 31, 2026 | 6.37 Bn |
| Dec 31, 2025 | 6.22 Bn |
| Sep 30, 2025 | 5.68 Bn |
| Jun 30, 2025 | 5.78 Bn |
| Mar 31, 2025 | 5.92 Bn |
| Dec 31, 2024 | 5.89 Bn |
| Sep 30, 2024 | 5.57 Bn |
| Jun 30, 2024 | 5.15 Bn |
| Mar 31, 2024 | 5.26 Bn |
| Dec 31, 2023 | 5.56 Bn |
| Sep 30, 2023 | 5.85 Bn |
| Jun 30, 2023 | 5.79 Bn |
| Mar 31, 2023 | 5.40 Bn |
| Dec 31, 2022 | 4.89 Bn |
| Sep 30, 2022 | 4.50 Bn |
| Jun 30, 2022 | 5.69 Bn |
| Mar 31, 2022 | 7.76 Bn |
| Dec 31, 2021 | 8.91 Bn |
| Sep 30, 2021 | 9.33 Bn |