Invesco Mortgage Capital (IVR) Preferred Shares (2012 - 2026)
Invesco Mortgage Capital's Preferred Shares was $163.05 million in Q2 2026, down 4.0% from $169.76 million a year earlier and down 0.7% from the prior quarter.
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Analysis
Invesco Mortgage Capital (IVR) Preferred Shares (2012 - 2026) Analysis & Trends
At the end of FY2025, Preferred Shares at Invesco Mortgage Capital came in at $165.76 million, down 4.9% from FY2024.
- Preferred Shares has now declined for five consecutive years, with a five-year compound annual growth rate of -21.7% (FY2020 to FY2025).
- In earlier years, Preferred Shares was $174.28 million in FY2024 (-39.6%), $288.49 million in FY2023 (-3.4%), $298.71 million in FY2022 (-30.2%) and $427.97 million in FY2021 (-24.0%).
- The Q2 2026 figure marks the lowest quarterly Preferred Shares since Q2 2014.
- Compared with a year earlier, Preferred Shares has declined for 21 straight quarters, with an average decline of 22.1% over the last eight quarters.
- Over the past five years, the year-over-year decline in Preferred Shares ranged from 1.7% (Q3 2023) to 39.9% (Q3 2025).
- Per Business Quant data, IVR's Preferred Shares in the three quarters before Q2 2026 was $164.19 million (Q1 2026), $165.76 million (Q4 2025) and $167.6 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Preferred Shares (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 43.26 Bn | 28.94 Bn | - | - |
| 2 | Orix | 42.40 Bn | 42.90 Bn | - | - |
| 3 | Royalty Pharma | 33.56 Bn | 33.47 Bn | - | - |
| 4 | Federal National Mortgage Association Fannie Mae | 24.47 Bn | 24.47 Bn | - | 19.13 Bn |
| 5 | Affirm Holdings | 23.34 Bn | 17.03 Bn | - | - |
| 6 | Synchrony Financial | 23.06 Bn | -44.91 Bn | - | 1.72 Bn |
| 7 | Royal Gold | 19.98 Bn | 19.21 Bn | 390.45 Mn | - |
| 8 | Annaly Capital Management | 14.18 Bn | 5.27 Bn | - | 1.80 Bn |
| 9 | Ares Capital | 13.71 Bn | 11.15 Bn | - | - |
| 10 | Invesco Mortgage Capital | 621.48 Mn | 380.93 Mn | - | 163.05 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 163.05 Mn |
| Mar 31, 2026 | 164.19 Mn |
| Dec 31, 2025 | 165.76 Mn |
| Sep 30, 2025 | 167.60 Mn |
| Jun 30, 2025 | 169.76 Mn |
| Mar 31, 2025 | 172.10 Mn |
| Dec 31, 2024 | 174.28 Mn |
| Sep 30, 2024 | 278.67 Mn |
| Jun 30, 2024 | 280.28 Mn |
| Mar 31, 2024 | 283.91 Mn |
| Dec 31, 2023 | 288.49 Mn |
| Sep 30, 2023 | 293.69 Mn |
| Jun 30, 2023 | 296.76 Mn |
| Mar 31, 2023 | 298.71 Mn |
| Dec 31, 2022 | 298.71 Mn |
| Sep 30, 2022 | 298.71 Mn |
| Jun 30, 2022 | 411.91 Mn |
| Mar 31, 2022 | 427.97 Mn |
| Dec 31, 2021 | 427.97 Mn |
| Sep 30, 2021 | 427.97 Mn |
API Access
Invesco Mortgage Capital Preferred Shares API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=preferred-shares&ticker=IVR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "preferred-shares", "ticker": "IVR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=preferred-shares&ticker=IVR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();