Invesco Mortgage Capital (IVR) Investment Gain (Loss) (2012 - 2026)
Invesco Mortgage Capital's (IVR) quarterly Investment Gain (Loss) came in at -$21.2 million in Q2 2026, down 199.17% on a YoY basis from $21.4 million in Q2 2025, and up 61.67% quarter-over-quarter from -$55.4 million in Q1 2026.
Analysis
Invesco Mortgage Capital (IVR) Investment Gain (Loss) (2012 - 2026) Analysis & Trends
Invesco Mortgage Capital (IVR) has reported Investment Gain (Loss) for 13 consecutive years, with -$21.2 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Investment Gain (Loss) fell 199.17% year-over-year to -$21.2 million; the trailing twelve-month figure through Jun 2026 stood at -$4.2 million (down 107.88% YoY), and the FY2025 full-year result was $151.8 million, up 213.33% from the prior year.
- Investment Gain (Loss) grew to -$21.2 million in Q2 2026 per IVR's latest filing, from -$55.4 million in the prior quarter.
- Across five years, Investment Gain (Loss) topped out at $165.3 million in Q4 2023 and bottomed at -$504.4 million in Q1 2022.
- Historically, Investment Gain (Loss) has averaged -$68.6 million across 5 years, with a median of -$33.2 million in 2024.
- The sharpest annual moves came in 2022 and 2023: Investment Gain (Loss) sank 1449.83% in 2022, then surged 1436.33% in 2023.
- Over 5 years, Investment Gain (Loss) stood at $10.8 million in 2022, then soared by 1436.33% to $165.3 million in 2023, then slumped by 216.7% to -$193.0 million in 2024, then soared by 111.88% to $22.9 million in 2025, then tumbled by 192.63% to -$21.2 million in 2026.
- According to Business Quant data, Investment Gain (Loss) over the past three periods registered -$21.2 million, -$55.4 million, and $22.9 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Annaly Capital Management | 16.87 Bn | 13.96 Bn | - | -38.24 Mn |
| 2 | AGNC Investment | 12.43 Bn | 11.10 Bn | - | 30.00 Mn |
| 3 | Starwood Property Trust | 5.84 Bn | 3.67 Bn | - | - |
| 4 | Rithm Capital | 5.57 Bn | 5.57 Bn | - | - |
| 5 | Dynex Capital | 2.88 Bn | 2.27 Bn | - | - |
| 6 | Two Harbors Investment | 2.65 Bn | 2.01 Bn | - | 5.66 Mn |
| 7 | Blackstone Mortgage Trust | 2.35 Bn | 1.91 Bn | - | - |
| 8 | Armour Residential REIT | 2.11 Bn | 2.02 Bn | - | - |
| 9 | Ellington Financial | 1.71 Bn | 1.46 Bn | - | 8.21 Mn |
| 10 | Invesco Mortgage Capital | 685.68 Mn | 612.30 Mn | - | -21.23 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -21.23 Mn |
| Mar 31, 2026 | -55.38 Mn |
| Dec 31, 2025 | 22.91 Mn |
| Sep 30, 2025 | 49.54 Mn |
| Jun 30, 2025 | -7.10 Mn |
| Mar 31, 2025 | 87.62 Mn |
| Dec 31, 2024 | -192.96 Mn |
| Sep 30, 2024 | 165.17 Mn |
| Jun 30, 2024 | -45.21 Mn |
| Mar 31, 2024 | -66.15 Mn |
| Dec 31, 2023 | 165.34 Mn |
| Sep 30, 2023 | -224.90 Mn |
| Jun 30, 2023 | -99.68 Mn |
| Mar 31, 2023 | 65.72 Mn |
| Dec 31, 2022 | 10.76 Mn |
| Sep 30, 2022 | -260.84 Mn |
| Jun 30, 2022 | -324.88 Mn |
| Mar 31, 2022 | -504.39 Mn |
| Dec 31, 2021 | -90.44 Mn |
| Sep 30, 2021 | -16.83 Mn |