Invesco Mortgage Capital (IVR) Equity Ratio (2010 - 2026)
Invesco Mortgage Capital (IVR) reported Equity Ratio of 0.14 for Q1 2026, up 13.37% on a YoY basis from 0.12 in Q1 2025, and up 13.47% quarter-over-quarter from 0.12 in Q4 2025.
Invesco Mortgage Capital (IVR) Equity Ratio (2010 - 2026) Analysis & Trends
Invesco Mortgage Capital has reported Equity Ratio for 17 years, with the latest figure at 0.14 in Q1 2026.
- For the quarter ending Q1 2026, Equity Ratio rose 13.37% year-over-year to 0.14; the trailing twelve-month figure through Mar 2026 stood at 0.14 (up 13.37% YoY), and the FY2025 full-year result was 0.12, down 4.13% from the prior year.
- Equity Ratio for Q1 2026 stood at 0.14, up from 0.12 in the prior quarter.
- The five-year high for Equity Ratio was 0.22 in Q2 2022, with the low at 0.12 in Q4 2025.
- Historically, Equity Ratio has averaged 0.15 across 5 years, with a median of 0.14 in 2023.
- Annual changes were most pronounced in 2022 — Equity Ratio soared 50.56% — and 2023, when it tumbled 35.69%.
- Invesco Mortgage Capital's Equity Ratio stood at 0.16 in 2022, then fell by 6.1% to 0.15 in 2023, then decreased by 13.26% to 0.13 in 2024, then retreated by 4.13% to 0.12 in 2025, then grew by 13.47% to 0.14 in 2026.
- The last three Equity Ratio figures came in at 0.14 (Q1 2026), 0.12 (Q4 2025), and 0.13 (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Equity Ratio (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 15.34 Bn | 13.08 Bn | - | 0.12 |
| 2 | AGNC Investment | 11.42 Bn | 10.75 Bn | - | 0.10 |
| 3 | Starwood Property Trust | 6.25 Bn | 6.25 Bn | - | 0.11 |
| 4 | Rithm Capital | 5.08 Bn | 4.78 Bn | - | - |
| 5 | Blackstone Mortgage Trust | 3.10 Bn | 2.56 Bn | - | 0.17 |
| 6 | Dynex Capital | 2.58 Bn | 1.80 Bn | - | 0.11 |
| 7 | Armour Residential REIT | 2.05 Bn | 1.32 Bn | - | 0.11 |
| 8 | Ellington Financial | 1.67 Bn | 1.39 Bn | - | 0.10 |
| 9 | Two Harbors Investment | 1.29 Bn | 746.67 Mn | - | 0.16 |
| 10 | Invesco Mortgage Capital | 639.41 Mn | 585.70 Mn | - | 0.14 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 0.14 |
| Dec 31, 2025 | 0.12 |
| Sep 30, 2025 | 0.13 |
| Jun 30, 2025 | 0.13 |
| Mar 31, 2025 | 0.12 |
| Dec 31, 2024 | 0.13 |
| Sep 30, 2024 | 0.14 |
| Jun 30, 2024 | 0.15 |
| Mar 31, 2024 | 0.15 |
| Dec 31, 2023 | 0.15 |
| Sep 30, 2023 | 0.13 |
| Jun 30, 2023 | 0.14 |
| Mar 31, 2023 | 0.15 |
| Dec 31, 2022 | 0.16 |
| Sep 30, 2022 | 0.16 |
| Jun 30, 2022 | 0.22 |
| Mar 31, 2022 | 0.16 |
| Dec 31, 2021 | 0.17 |
| Sep 30, 2021 | 0.16 |
| Jun 30, 2021 | 0.15 |