earnings
confidence high
sentiment positive
materiality 0.75
MITT Q2 2025: EPS $(0.05), EAD $0.18; raises dividend 5%; acquires additional 21.4% of Arc Home
TPG Mortgage Investment Trust, Inc.
2025-Q2 EPS reported
$0.16
- Book value per share $10.39, economic return (0.5)%, net loss $(0.05) per share.
- EAD $0.18 per share; common dividend raised 5% to $0.21 per share.
- Acquired additional 21.4% interest in Arc Home, ownership to 66.0% from 44.6%, issuing ~2.0 million common shares; accretive to EAD in 2026 with ~2% BV dilution.
- Investment portfolio $7.3B, net interest margin 0.6%, GAAP leverage 12.8x, economic leverage 1.3x.
- Arc Home originations $757.4mm in Q2, lock volume up 23% QoQ.
item 2.02item 9.01