Invesco Mortgage swings to $35.0M profit, grows portfolio 57% via TBA shift

Filed August 5, 2026 · Period ending June 30, 2026 · Compared to 10-Q Aug 8, 2025 · ~1 min read

Key Changes

• high

  Net income swung to $35.0M from a loss a year ago, with diluted EPS of $0.34, driven by higher net interest income and derivative gains.

  MD&A: Net income verify on EDGAR →
• high

  Total investment portfolio including TBAs grew 57% YoY to $8.15B, fueled by a new $1.2B TBA position and aggressive common stock issuance (14.8M shares in Q2).

  MD&A: Portfolio growth verify on EDGAR →
• high

  Book value per common share fell 7.9% to $8.03 from year-end, reflecting unrealized losses on investments.

  MD&A: Book value verify on EDGAR →