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What Invesco's latest 10-Q says: 6 signals

Invesco filed its latest 10-Q with the SEC on Aug 5, 2026. It discusses automation investment, cash flow concern and compliance burden.

Public (IVR)invescomortgagecapital.comLinkedIn

Filed
Aug 5, 2026
Filings
2
Signals
13

10-Q · latest 10

What Invesco's 10-Q filings say

  1. 10-Q

    Filed · 6 signals

    SEC EDGAR

  2. 10-Q

    Filed · 7 signals

    SEC EDGAR
    • Margin pressureNegative

      Faces 12.61% book value decline from a 1% interest rate hike

      The company's book value per common share is highly sensitive to interest rate changes, with a projected 12.61% drop for a 100 basis point increase.

      -12.61%

      Estimated Percentage Change in Book Value per Common Share from a +1.00% change in interest rates

      interest rate swapsU.S. Treasury futures

    • Margin pressureNegative

      Book value could drop 10% if mortgage spreads widen by 20 bps

      The company's portfolio is highly sensitive to mortgage-backed security spreads, with a projected 10.04% decline in book value per common share if spreads widen by just 20 basis points.

      -10.04%

      Estimated Percentage Change in Book Value per Common Share from a +0.20% change in Agency MBS spreads

    • Inflation impactNegative

      Estimates a 1% interest rate hike would reduce book value per share by 12.6%

      The company quantifies its extreme sensitivity to interest rate changes, projecting a 12.61% drop in book value per common share for every 100 basis point increase.

      -12.61%

      Estimated decrease in book value per common share from a 1% interest rate increase

      Invesco Advisers Inc.

    • Inflation impactNegative

      Projects a 10% book value loss if Agency MBS spreads widen by just 0.20%

      The company's valuation is highly exposed to mortgage-backed security (MBS) spread risk, with models showing a 10.04% decline in book value per share if spreads widen by just 20 basis points.

      -10.04%

      Estimated decrease in book value per common share from a 0.20% increase in Agency MBS spreads

      Invesco Advisers Inc.

Showing 10 of 13 filing signals. The Signal API returns all of them.

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Earnings calls

Invesco earnings headlines

From earnings call transcripts (Signal API type earnings-transcripts).

Earnings call headlines
Call dateWhat the company said
Holding $423M in cash and unencumbered assets for investmentThe company has a substantial $423 million in available capital ready to be deployed into target assets as the investment environment evolves. This represents a significant budget for new investments and an opportunity for partners, data providers, and analytics platforms that can support their Agency RMBS and CMBS strategy.
Experiencing funding pressure from widening repo spreadsExecutives noted that repo spreads widened due to market conditions, squeezing dealer balance sheets and increasing their short-term funding costs. This creates a clear pain point and an opportunity for vendors offering solutions for balance sheet optimization, funding analytics, or more efficient financing.
Facing challenges from elevated mortgage prepayment riskThe decline in mortgage rates is increasing prepayment risk, which dampened the performance of their higher coupon assets. They are actively seeking prepayment protection via specified pools, creating an opportunity for vendors with predictive analytics, risk modeling, or specialized data to help them better manage this exposure.
Prioritizing new investments over share buybacks due to attractive returnsManagement stated they are not currently buying back shares because investment opportunities are highly accretive, signaling a strong focus on deploying capital for growth rather than shareholder returns via buybacks.
Focused on improving capital structure to reduce costsManagement has a stated focus on improving the capital structure to maximize shareholder returns, including actively buying back preferred stock. This indicates a priority on financial efficiency and cost reduction, opening doors for advisory services or platforms that optimize capital allocation.
Raised $36M via ATM program to fund portfolio growthThe company is actively raising capital, having issued $36 million in common stock to fund the expansion of its investment portfolio, indicating a clear growth mandate.

Signal API · MCP

Track Invesco with the Signal API

One POST /v1/companies/enrich call with invescomortgagecapital.com returns Invesco 10-Q signals (sec-10q), each with its source. Or ask Claude through MCP.

Start Free1,000 free creditsUse it in Claude via MCP

2 credits per signal returned; zero-result calls are free. Endpoint reference

curl -X POST https://signals.autobound.ai/v1/companies/enrich \
  -H "X-API-KEY: $AUTOBOUND_API_KEY" \
  -H "Content-Type: application/json" \
  -d '{
    "domain": "invescomortgagecapital.com",
    "signal_types": ["sec-10q"],
    "limit": 20
  }'

Questions about Invesco 10-Q

When did Invesco file its latest 10-Q?
Invesco filed its latest 10-Q on Aug 5, 2026. The one before it was filed on May 6, 2026.
What did Invesco disclose in its latest 10-Q?
From the filing dated Aug 5, 2026: IVR's book value faces a 9.78% loss from a 1% interest rate hike, highlighting a critical need for advanced risk modeling.
What did Invesco say on its recent earnings calls?
Q3 FY2025: Holding $423M in cash and unencumbered assets for investment (dated Oct 31, 2025).
Where can I read Invesco's 10-Q filing?
The full filing is on SEC EDGAR: https://www.sec.gov/Archives/edgar/data/1437071/000143707126000064/ivr-20260630.htm. This page summarizes what the filing says and links to it.

Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.

Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.

Data as of .

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