Invesco Mortgage Capital Inc.

IVR
As of the close on Sep 25, 2026
Price
$6.41
Market cap
$690M
P/E (diluted TTM)
4.2
EPS (TTM)
$1.52
Four quarters to Jun 30, 2026
Dividend yield
—
Dividend records do not yet cover the latest payments

Figures shown here come from public SEC filings. Dates beside each section show the available history.

How Invesco Mortgage Capital Inc. Makes Money

No flow chart is shown because the available revenue and expense lines do not reconcile exactly. The reported financial history below remains available.

Financial Summary

Choose a year or quarter, compare it with the same period a year earlier, and open any row for its full filing history.

Loading financial history…

SEC filings supply these figures; updates after the dates shown are not included. This page includes 17 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated May 19, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.

Ownership

Who holds the shares, as reported in SEC ownership filings.

Reported 13F positions

Each row shows what a filer reported for one date, not a current position. The link opens that filing.

Filer Report date Shares Value Filing
RMG Wealth Management LLC 2025-12-31 236 Not shown SEC filing
L & S Advisors Inc 2025-12-31 17,500 $147K SEC filing
Kelly Financial Services LLC 2020-06-30 188 Not shown SEC filing
Caldwell Trust Co 2020-03-31 500 Not shown SEC filing
Kelly Financial Services LLC 2020-03-31 169 Not shown SEC filing
Caldwell Trust Co 2019-12-31 500 $8.33K SEC filing
Kelly Financial Services LLC 2019-12-31 165 $2.74K SEC filing
Erste Asset Management GmbH 2019-09-30 0 $0 SEC filing
Kelly Financial Services LLC 2019-09-30 160 Not shown SEC filing
Henshaw Capital LLC 2018-09-30 24,878 Not shown SEC filing
Henshaw Capital LLC 2018-06-30 34,942 Not shown SEC filing
Henshaw Capital LLC 2018-03-31 37,461 Not shown SEC filing
Henshaw Capital LLC 2017-12-31 35,328 Not shown SEC filing
Henshaw Capital LLC 2017-09-30 38,400 Not shown SEC filing
Henshaw Capital LLC 2017-06-30 41,015 Not shown SEC filing
  • Each value is checked against Invesco Mortgage Capital Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
  • Value not shown for 8 rows: no share price from within three months of their report dates is on file, so they could not be checked.
  • Value not shown for 3 rows: the value per share could not be confirmed against the share prices on file from within three months of the report date.
  • 4 rows left out: they repeat the same share count and value quarter after quarter, which a market value cannot do.

Filer report history

Two reports per filer, as filed. No change is calculated, because the data on file cannot confirm that both reports describe the same security. Filers with a row left out above, or with no row above to check, are not listed.

  • Kelly Financial Services LLC: 169 shares reported 2020-03-31; 188 shares reported 2020-06-30.
  • Kelly Financial Services LLC: 165 shares reported 2019-12-31; 169 shares reported 2020-03-31.
  • Caldwell Trust Co: 500 shares reported 2019-12-31; 500 shares reported 2020-03-31.
  • Kelly Financial Services LLC: 160 shares reported 2019-09-30; 165 shares reported 2019-12-31.
  • Henshaw Capital LLC: 34,942 shares reported 2018-06-30; 24,878 shares reported 2018-09-30.
  • Henshaw Capital LLC: 37,461 shares reported 2018-03-31; 34,942 shares reported 2018-06-30.
  • Henshaw Capital LLC: 35,328 shares reported 2017-12-31; 37,461 shares reported 2018-03-31.
  • Henshaw Capital LLC: 38,400 shares reported 2017-09-30; 35,328 shares reported 2017-12-31.
  • Henshaw Capital LLC: 41,015 shares reported 2017-06-30; 38,400 shares reported 2017-09-30.

3 filers have only one report here.

Independent insiders buying near the same time

  • 2022-05-09–2022-05-10: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
  • 2020-02-27–2020-02-28: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
  • 2019-08-16–2019-08-21: 2 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing )
  • 2019-05-13–2019-05-13: 3 event(s) across 3 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing )
  • 2019-04-24–2019-04-26: 5 event(s) across 2 owner(s) — A cluster counts independent reporting owners that reported purchases within a set time. Co-filers and declared affiliates count once, and duplicate reports of the same event count once. ( filing , filing , filing , filing , filing )

Purchases & sales (open market or private)

SecurityCodePriceFiling
2026-05-05Gregson Mark William · Chief Financial OfficerCommon Stock, par value $0.01 per shareP — Open market or private purchase+1,7508.03SEC filing
2026-02-27Waldner Robert · DirectorCommon Stock, par value $0.01 per shareP — Open market or private purchase+1,0008.45SEC filing
2025-11-10Fleshman Robert L · Director7.50% Series C Preferred StockS — Open market or private sale−2,00024.72SEC filing
2022-12-09LIENTZ JAMES R JR · DirectorCommon Stock, par value $0.01 per shareS — Open market or private sale−1,63012.86SEC filing
2022-05-10Anzalone John · CEOCommon Stock, par value $0.01 per shareP — Open market or private purchase+15,0001.65SEC filing
2022-05-09Phegley Richard Lee Jr. · Chief Financial OfficerCommon Stock, par value $0.01 per shareP — Open market or private purchase+12,0921.67SEC filing
2022-05-09Collins Kevin M · PresidentCommon Stock, par value $0.01 per shareP — Open market or private purchase+7,1781.67SEC filing
2021-12-09Zayicek Beth · DirectorCommon Stock, par value $0.01 per shareP — Open market or private purchase+3,2363.12SEC filing

Showing 8 of 19 rows

Grants, exercises, tax & gifts

SecurityCodeFiling
2026-05-15Kelley Katharine · DirectorCommon Stock, par value $0.01 per shareA — Grant, award, or other acquisition+13,157SEC filing
2026-05-15McMullan Wes · DirectorCommon Stock, par value $0.01 per shareA — Grant, award, or other acquisition+13,157SEC filing
2026-05-15LIU DON H · DirectorCommon Stock, par value $0.01 per shareA — Grant, award, or other acquisition+13,157SEC filing
2026-05-15Fleshman Robert L · DirectorCommon Stock, par value $0.01 per shareA — Grant, award, or other acquisition+13,157SEC filing
2025-05-15Handlon Carolyn B · DirectorCommon Stock, par value $0.01 per shareA — Grant, award, or other acquisition+13,689SEC filing
2025-05-15LIU DON H · DirectorCommon Stock, par value $0.01 per shareA — Grant, award, or other acquisition+13,689SEC filing
2025-05-15Fleshman Robert L · DirectorCommon Stock, par value $0.01 per shareA — Grant, award, or other acquisition+13,689SEC filing
2025-05-15Day John · DirectorCommon Stock, par value $0.01 per shareA — Grant, award, or other acquisition+13,689SEC filing

Showing 8 of 23 rows

Other activity

SecurityCodeFiling
2026-05-15Day John · DirectorCommon Stock, par value $0.01 per shareD — Disposition to the issuer−5,026SEC filing
2024-12-27Day John · Director7.75 % Series B Preferred StockJ — Other acquisition or disposition−5,300SEC filing
2021-06-16Day John · Director7.75% Series A Cumulative Redeemable Preferred StockJ — Other acquisition or disposition−7,070SEC filing
2020-06-30Anzalone John · CEOCommon Stock, par value $0.01 per shareJ — Other acquisition or disposition+6,071SEC filing
2020-06-30Norris Brian · CIOCommon Stock, par value $0.01 per shareJ — Other acquisition or disposition+153SEC filing
2020-06-30LOCKHART DENNIS P · DirectorCommon Stock, par value $0.01 per shareJ — Other acquisition or disposition+4,388SEC filing
2020-06-30Lyle David B · Chief Operating OfficerCommon Stock, par value $0.01 per shareJ — Other acquisition or disposition+2,883SEC filing
2020-06-30Day John · DirectorCommon Stock, par value $0.01 per shareJ — Other acquisition or disposition+244SEC filing

Showing 8 of 10 rows

These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.