STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
119
13F, latest reported quarter
What the filings say about IVR
Insiders, 180 days
+$14.1K net bought
1 buyer
Invesco Mortgage Capital insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Invesco Mortgage Capital Inc. insiders bought a net $14.1K of stock across 11 Form 4 purchases and sales, with 1 insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
First Form 4 purchase or sale (code P or S) here by this insider on our record.
The trade is 100.0% of the 1,750 shares held after it.
No other insider bought within 30 days.
119 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer Gregson Mark William bought about $14.1K of IVR on May 5, 2026, the largest insider purchase at the company since 2022; 119 funds added in the latest 13F quarter.
First Form 4 purchase or sale (code P or S) here by this insider on our record.
The trade is 100.0% of the 1,000 shares held after it.
No other insider bought within 30 days.
119 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Waldner Robert bought about $8.4K of IVR on Feb 27, 2026, the largest insider purchase at the company since 2022; 119 funds added in the latest 13F quarter.
First Form 4 purchase or sale (code P or S) here by this insider on our record.
No other insider sold within 30 days.
119 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Fleshman Robert L sold about $49.4K of IVR on Nov 10, 2025, the largest insider sale at the company since 2021; 119 funds added in the latest 13F quarter.
First Form 4 purchase or sale (code P or S) here by this insider on our record.
The trade is 13.8% of the 11,802 shares held after it.
No other insider sold within 30 days.
119 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director LIENTZ JAMES R JR sold about $21.0K of IVR on Dec 9, 2022, the largest insider sale at the company since 2021; 119 funds added in the latest 13F quarter.
First Form 4 purchase or sale (code P or S) here by this insider on our record.
The trade is 18.0% of the 83,178 shares held after it.
2 other insiders bought within 30 days.
119 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: CEO Anzalone John bought about $24.8K of IVR on May 10, 2022; 2 other insiders bought within 30 days and 119 funds added in the latest 13F quarter.
11 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Nobody has filed for crossing 5%. That is a fact, not missing data.
IVR planned insider sales (Form 144)
No planned-sale notices
No insider has filed to sell. Watch this after a run-up.
IVR mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Invesco KBW High Dividend Yield Financial ETF
$15.7M position · as of 2026-05-31
3.7%
Global X SuperDividend REIT ETF
$6.9M position · as of 2026-07-31
2.9%
LoCorr Spectrum Income Fund
$1.5M position · as of 2026-06-30
2.2%
VanEck Mortgage REIT Income ETF
$8.6M position · as of 2026-06-30
2.1%
iShares Mortgage Real Estate ETF
$8.2M position · as of 2026-06-30
1.5%
Hoya Capital High Dividend Yield ETF
$1.2M position · as of 2026-05-31
1.1%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders are net buyers of their own stock.
The record shows a net $14.1K bought by insiders over 180 days, 119 funds added last quarter. Each figure is a federal filing, dated the day it went public.
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
n/a
fewer than four consecutive quarters of revenue filed
Revenue, TTM IVR
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Single quarter
Net margin, TTM
n/a
needs four consecutive quarters of both revenue and net income
Net margin, TTM IVR
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Single quarter
Free cash flow, TTM
n/a
capex not filed for the four quarters
Free cash flow, TTM IVR
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Single quarter
Debt to equity
0.75x
long-term debt only, 2020-06-30 (73 months older than the period end); equity 2026-06-30
Debt to equity IVR
FY Dec 2025
0.93x
FY Dec 2024
1.01x
FY Dec 2023
0.95x
FY Dec 2022
0.92x
FY Dec 2021
0.53x
Jun 2026
0.75x
Mar 2026
0.84x
Dec 2025
0.93x
Sep 2025
0.96x
Jun 2025
1.04x
Mar 2025
0.97x
Dec 2024
1.01x
Sep 2024
0.86x
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.22x
TTM operating cash flow over long-term debt only, 2020-06-30 (73 months older than the period end)
Cash flow to debt IVR
FY Dec 2025
0.21x
FY Dec 2024
0.25x
FY Dec 2023
0.32x
FY Dec 2022
0.26x
FY Dec 2021
0.21x
Jun 2026
0.22x
Mar 2026
0.22x
Dec 2025
0.21x
Sep 2025
0.22x
Jun 2025
0.21x
Mar 2025
0.20x
Dec 2024
0.25x
Sep 2024
0.21x
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+14.1%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity IVR
FY Dec 2025
+13.3%
FY Dec 2024
+7.9%
FY Dec 2023
-2.0%
FY Dec 2022
-36.5%
FY Dec 2021
-6.5%
Jun 2026
+14.1%
Mar 2026
+7.5%
Dec 2025
+13.3%
Sep 2025
+6.6%
Jun 2025
+5.5%
Mar 2025
+6.5%
Dec 2024
+7.9%
Sep 2024
+10.2%
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.9%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets IVR
FY Dec 2025
+1.7%
FY Dec 2024
+1.1%
FY Dec 2023
-0.3%
FY Dec 2022
-6.0%
FY Dec 2021
-1.1%
Jun 2026
+1.9%
Mar 2026
+1.0%
Dec 2025
+1.7%
Sep 2025
+0.9%
Jun 2025
+0.8%
Mar 2025
+0.9%
Dec 2024
+1.1%
Sep 2024
+1.4%
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital IVR
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed IVR
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
3.66x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing IVR
FY Dec 2025
6.42x
FY Dec 2024
13.20x
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
5.23x
Mar 2026
10.49x
Dec 2025
6.42x
Sep 2025
16.09x
Jun 2025
21.78x
Mar 2025
20.76x
Dec 2024
13.20x
Sep 2024
7.28x
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$1.3B
market value at close 2026-10-26 on 2026-07-31 shares, plus long-term debt only, 2020-06-30 (73 months older than the period end), minus cash 2026-06-30
Enterprise value IVR
FY Dec 2025
$1.3B
FY Dec 2024
$1.2B
FY Dec 2023
$1.1B
FY Dec 2022
$1.0B
FY Dec 2021
$9.0B
Jun 2026
$1.4B
Mar 2026
$1.4B
Dec 2025
$1.3B
Sep 2025
$1.2B
Jun 2025
$1.2B
Mar 2025
$1.2B
Dec 2024
$1.2B
Sep 2024
$1.2B
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
n/a
capex not filed for the four quarters
FCF yield IVR
FY Dec 2025
n/a
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
n/a
Mar 2026
n/a
Dec 2025
n/a
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.01x
P/E over trailing EPS growth of 319%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing IVR
FY Dec 2025
0.06x
FY Dec 2024
n/a
FY Dec 2023
n/a
FY Dec 2022
n/a
FY Dec 2021
n/a
Jun 2026
0.02x
Mar 2026
0.10x
Dec 2025
0.06x
Sep 2025
n/a
Jun 2025
n/a
Mar 2025
n/a
Dec 2024
n/a
Sep 2024
n/a
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
IVR ranks highest on profitability (74th percentile) and financial health (72nd), and lowest on risk and compliance (14th), among Real Estate peers.
Profitability
74
Inputs
Return on equity+14.1% · 87 pct, sector of 230
Return on assets+1.9% · 60 pct, sector of 255
Return on invested capitalfewer than four consecutive quarters of operating income
Return on capital employedfewer than four consecutive quarters of operating income
Financial health
72
Inputs
Debt to equity0.75x · 64 pct, sector of 210
Cash flow to debt0.22x · 80 pct, sector of 215
Insider conviction
56
Inputs
Net Form 4 buying (codes P and S), 180d$14K · 61 pct, sector of 156
Insider buyers, 180d1 · 51 pct, sector of 158
Institutional and government
48
Inputs
Funds adding, latest quarter119 · 48 pct, sector of 171
Congress net buyers, 365dno Congress trades in 365 days
Federal contracts, 180dno federal contracts in 180 days
Lobbying spend, 4 quartersno lobbying filings in the last four quarters
Risk and compliance
14
Inputs
Short interest, % of float+10.8% · 14 pct, sector of 256
Recalls per $1B revenue, 3yrevenue under $50M or not filed, so a count cannot be scaled to size
EPA cases per $1B revenue, 5yrevenue under $50M or not filed, so a count cannot be scaled to size
New text in Risk Factors, latest 10-Kneeds two 10-Ks with a Risk Factors section (not 20-F filers or stubs)
2 not measured: Growth, US patents
Growth needs 1 of 2 inputs, 0 present: no backlog line filed, or no year-earlier backlog; no revenue for this year and the year before
US patents needs 1 of 2 inputs, 0 present: patent data not loaded yet
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
IVR filings, in plain words
Are Invesco Mortgage Capital insiders buying or selling IVR?
In the 180 days to 2026-10-28, Invesco Mortgage Capital insiders were net buyers, a net $14.1K across purchases and sales reported on Form 4, by 1 buyer.
Read the full summary
In the 180 days to 2026-10-28, Invesco Mortgage Capital insiders were net buyers of IVR, a net $14.1K across purchases and sales reported on Form 4 by 1 buyer. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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