The earnings call presented a mixed picture for AG Mortgage Investment Trust. While there were strategic advancements such as the acquisition of additional Arc Home ownership and successful refinancing efforts, the company faced challenges with a decrease in book value, net interest income, and a GAAP net loss. The increase in dividends and securitization activities were positive, but offset by other financial difficulties.
Company Guidance -
Q3 2025
During the second quarter of 2025, AG Mortgage Investment Trust, Inc. showcased its core business strategy through a modest 2.4% book value decline from $10.65 to $10.39 while increasing its common dividend by 5% or $0.01 per share, resulting in a breakeven quarterly economic return on equity amidst market volatility. Despite a reported GAAP net loss of $1.4 million or $0.05 per share, the company maintained steady net interest income and low economic leverage of 1.3 turns. The acquisition of an additional 21.4% stake in Arc Home, increasing ownership to 66%, is expected to be accretive to earnings in 2026. The company also completed two securitizations, refinanced high-cost debt, and maintained a low economic leverage ratio. These efforts, along with new strategic transactions and securitizations, are expected to enhance shareholder value and future earnings.
Increased Dividend
AG Mortgage Investment Trust increased its common dividend by 5% or $0.01 per share.
Strategic Acquisition of Arc Home
MITT acquired an additional 21.4% of Arc Home, potentially providing meaningful earnings accretion in future years.
Successful Securitizations
Completed two securitizations during the quarter, with additional securitizations planned, indicating strong pipeline and growth prospects.
Refinancing for Cost Savings
Refinanced high-cost debt, reducing the cost of capital by over 500 basis points, freeing up $40 million for redeployment.
AG Mortgage (MITT) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
MITT Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Aug 01, 2025
$7.56
$6.97
-7.80%
May 06, 2025
$6.45
$6.28
-2.64%
Mar 03, 2025
$7.17
$7.29
+1.67%
Nov 05, 2024
$6.57
$6.38
-2.89%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does AG Mortgage Investment Trust (MITT) report earnings?
AG Mortgage Investment Trust (MITT) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).
What is AG Mortgage Investment Trust (MITT) earnings time?
AG Mortgage Investment Trust (MITT) earnings time is at Nov 11, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.