Invesco Mortgage Capital (IVR) Q2 FY26 earnings call

Invesco Mortgage Capital delivered a solid Q2 FY26, marked by a 3.8% economic return and significant portfolio growth, despite a slight book value decline. The company capitalized on attractive agency mortgage market opportunities through ATM issuance, enhancing scale and liquidity. Management remains focused on disciplined investment and risk management, navigating market uncertainties with a high hedge ratio and ample liquidity, while maintaining a competitive and well-covered dividend.