Compass Point Maintains Buy Rating on Invesco Mortgage (IVR), Citing Wider-Than-Average Mortgage Spreads

Invesco Mortgage Capital Inc. (NYSE:IVR) ranks among the most undervalued REIT stocks to buy right now. On January 16, Compass Point lifted its price target for Invesco Mortgage Capital Inc. (NYSE:IVR) to $9.50 from $9, retaining a Buy rating on the mortgage REIT. The firm identified wider-than-average mortgage spreads as a possible driver of book value per share increase. Compass Point forecasts these margins to narrow as fixed-income fluctuation falls and the yield curve grows steeper.

The firm also mentioned Invesco Mortgage Capital’s announcement of its first $0.12 monthly dividend for January 2026, which retains a comparable run rate as its prior $0.36 quarterly dividend from Q4 2025.

Invesco Mortgage Capital Inc. (NYSE:IVR) revealed preliminary financial indicators suggesting an expected book value per share that ranges from $8.94 to $9.30 as of January 12, 2026, which puts the midpoint of $9.12 somewhat lower than Compass Point’s forecast of $9.24.

Invesco Mortgage Capital Inc. (NYSE:IVR) is a Georgia-based real estate investment trust that engages in investing, financing, and managing mortgage-backed securities and such other assets.

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Disclosure: None. This article is originally published at Insider Monkey.