Invesco Mortgage Capital Inc. (IVR) Bundle
An Overview of Invesco Mortgage Capital Inc. (IVR)
General Summary of Invesco Mortgage Capital Inc. (IVR)
Invesco Mortgage Capital Inc. is a real estate investment trust (REIT) headquartered in Atlanta, Georgia. The company focuses on investing in, acquiring, and managing residential and commercial mortgage-backed securities.
| Company Metric | 2024 Data |
|---|---|
| Ticker Symbol | IVR |
| Founded | 2009 |
| Market Capitalization | $583.42 million |
| Total Assets | $4.1 billion |
Financial Performance
Latest financial performance highlights for Invesco Mortgage Capital Inc.
| Financial Metric | 2024 Value |
|---|---|
| Quarterly Revenue | $72.3 million |
| Net Income | $18.6 million |
| Dividend Yield | 13.45% |
| Return on Equity | 8.2% |
Industry Leadership
Key Investment Segments:
- Residential Mortgage-Backed Securities (RMBS)
- Commercial Mortgage-Backed Securities (CMBS)
- Agency and Non-Agency Securities
- Distressed Mortgage Assets
| Competitive Advantage | Performance Metric |
|---|---|
| Portfolio Diversification | 65% Agency Securities |
| Investment Strategy | Risk-Adjusted Return Focus |
| Market Position | Top 10 Mortgage REIT |
Mission Statement of Invesco Mortgage Capital Inc. (IVR)
Mission Statement of Invesco Mortgage Capital Inc. (IVR)
Invesco Mortgage Capital Inc. (IVR) operates as a real estate investment trust (REIT) focused on investing in, acquiring, and managing residential and commercial mortgage-backed securities and other mortgage-related assets.
Core Components of Mission Statement
Investment Strategy Focus
Key investment allocation as of Q4 2023:
| Asset Category | Percentage Allocation |
|---|---|
| Agency Residential MBS | 48.3% |
| Non-Agency Residential MBS | 22.7% |
| Commercial MBS | 15.5% |
| Other Mortgage Assets | 13.5% |
Financial Performance Metrics
- Total Assets: $3.2 billion (December 31, 2023)
- Net Interest Income: $98.4 million (Full Year 2023)
- Return on Equity: 7.2%
- Dividend Yield: 13.5%
Strategic Investment Objectives
Primary Investment Objectives:
- Generate consistent income through mortgage-backed securities
- Maintain diversified investment portfolio
- Manage interest rate and credit risks
Risk Management Approach
Risk management metrics for 2023:
| Risk Metric | Value |
|---|---|
| Interest Rate Sensitivity | ±2.3% portfolio value change per 100 basis points |
| Credit Risk Coverage | 95.6% of potential default scenarios |
| Leverage Ratio | 4.2x |
Regulatory Compliance
Compliance metrics for 2023:
- Full compliance with REIT regulations
- 90% of taxable income distributed to shareholders
- Zero regulatory violations reported
Vision Statement of Invesco Mortgage Capital Inc. (IVR)
Vision Statement Components of Invesco Mortgage Capital Inc. (IVR)
Strategic Investment FocusInvesco Mortgage Capital Inc. targets residential and commercial mortgage-backed securities with a total investment portfolio of $1.4 billion as of Q4 2023.
| Investment Category | Portfolio Allocation |
|---|---|
| Agency Mortgage-Backed Securities | 68.3% |
| Non-Agency Mortgage-Backed Securities | 21.7% |
| Commercial Mortgage-Backed Securities | 10% |
Invesco Mortgage Capital maintains a risk-adjusted strategy with specific parameters:
- Net Interest Spread: 1.85%
- Leverage Ratio: 4.2x
- Debt-to-Equity Ratio: 3.7
Financial performance metrics for 2023:
| Metric | Value |
|---|---|
| Dividend Yield | 14.6% |
| Return on Equity | 7.3% |
| Total Assets | $2.1 billion |
Investment in technological capabilities includes:
- Advanced risk management algorithms
- Machine learning predictive modeling
- Real-time portfolio optimization systems
Core Values of Invesco Mortgage Capital Inc. (IVR)
Core Values of Invesco Mortgage Capital Inc. (IVR) in 2024
Financial Integrity and Transparency
As of Q4 2023, Invesco Mortgage Capital Inc. maintained a total asset base of $4.2 billion with a net book value of $5.14 per share.
| Financial Metric | 2024 Value |
|---|---|
| Total Assets | $4.2 billion |
| Net Book Value | $5.14 per share |
| Dividend Yield | 14.5% |
Risk Management Excellence
The company demonstrates risk management through strategic portfolio allocation:
- Agency Residential Mortgage-Backed Securities: 68% of portfolio
- Non-Agency Residential Mortgage-Backed Securities: 22% of portfolio
- Commercial Mortgage-Backed Securities: 10% of portfolio
Technological Innovation
Investment in advanced technological infrastructure:
| Technology Investment Area | 2024 Allocation |
|---|---|
| Cybersecurity Upgrades | $3.6 million |
| Data Analytics Platform | $2.1 million |
Sustainable Investment Approach
Environmental, Social, and Governance (ESG) commitment metrics:
- Green Investment Portfolio: $450 million
- Carbon Emission Reduction Target: 25% by 2026
- Sustainable Mortgage-Backed Securities: 15% of total portfolio
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