Invesco10-Q: Data investmentAug 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 happened

The company's high sensitivity to interest rate changes, where a 100 basis point rise could erase 9.78% of book value per common share, places immense pressure on its financial models and hedging strategies.

Source

SEC EDGARAug 5, 2026

Quarterly report (Form 10-Q)

Invesco 10-Q

Filing excerpt

As of June 30, 2026... Change in Interest Rates +1.00%... Estimated Percentage Change in Book Value per Common Share (9.78)%

sec.gov/Archives/edgar/data/1437071/000143707126000064/ivr-20260630.htmRead the full source

Other signals in this filing (5)

Margin pressureIVR's book value faces a 9.78% decline for every 1% rise in interest rates, squeezing net interest spread.Margin pressureAug 5, 2026
Cash flow concernCompany actively managing liquidity due to elevated margin call risk from market volatility.Cash flow concernAug 5, 2026
Automation investmentIVR flags its derivative hedging strategies as 'highly complex,' signaling a need for process improvement and automation.Automation investmentAug 5, 2026
Compliance burdenInvestment strategy is limited by strict 1940 Act compliance to avoid 'investment company' status.Compliance burdenAug 5, 2026
Platform strategyIVR's business model hinges on complex compliance strategy to avoid 1940 Act registrationPlatform strategyAug 5, 2026

Extracted by Autobound

From the Signal API record

Signal: 10-Q: Data investment

What this signalsFilings often name leadership changes, deals and spending plans.

Fiscal year end: 06/30
Filed: Aug 5, 2026

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The full record

From the Signal API record

Numbers

Percent: -9.78% (Estimated percentage change in book value per common share from a +1.00% change in interest rates.)

Details

CIK: 1437071
Accession number: 0001437071-26-000064
Timeframe: Current quarter
Filing year: 2026
Fiscal year: 0
Why it matters: Target for data vendors
Signal category: Technology

Topics and mentions

Technologies

interest rate swaps
U.S. Treasury futures

Extraction

Confidence: High
Relevance: 85%
Sentiment: Negative
Detected: Aug 11, 2026
signal_type: sec-10q
signal_subtype: dataInvestment

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This page shows a preview. The full sec-10q record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

linkedin_urlValue in the API
industriesValue in the API
employee_count_lowValue in the API
employee_count_highValue in the API
revenueValue in the API
descriptionValue in the API

Signal

signal_nameValue in the API
associationValue in the API

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Show the full JSONThe record on this page and the API request

GET /v1/signals/da4846d3-d70c-413a-a650-7c61fb4c6b53 returns this record as JSON. POST /v1/companies/enrich returns every signal for invescomortgagecapital.com.

{
  "signal_id": "da4846d3-d70c-413a-a650-7c61fb4c6b53",
  "signal_type": "sec-10q",
  "signal_subtype": "dataInvestment",
  "detected_at": "2026-08-11T08:11:47.252+00:00",
  "company": {
    "name": "Invesco",
    "domain": "invescomortgagecapital.com"
  },
  "data": {
    "detail": "The company's high sensitivity to interest rate changes, where a 100 basis point rise could erase 9.78% of book value per common share, places immense pressure on its financial models and hedging strategies. This creates a significant opportunity for vendors with superior risk analytics, data platforms, or AI-powered predictive modeling to help mitigate this core business threat.",
    "metrics": {
      "pct": -9.78,
      "timeframe": "current_quarter",
      "pct_context": "Estimated percentage change in book value per common share from a +1.00% change in interest rates."
    },
    "summary": "IVR's book value faces a 9.78% loss from a 1% interest rate hike, highlighting a critical need for advanced risk modeling.",
    "excerpts": "As of June 30, 2026... Change in Interest Rates +1.00%... Estimated Percentage Change in Book Value per Common Share (9.78)%",
    "relevance": 0.85,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1437071/000143707126000064/ivr-20260630.htm",
    "filing_date": "2026-08-05",
    "filing_year": 2026,
    "fiscal_year": 0,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Target for data vendors",
    "signal_category": "technology",
    "technologies_mentioned": [
      "interest rate swaps",
      "U.S. Treasury futures"
    ]
  }
}

curl https://signals.autobound.ai/v1/signals/da4846d3-d70c-413a-a650-7c61fb4c6b53 \
  -H "X-API-KEY: $AUTOBOUND_API_KEY"

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","limit":20}'

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