7 mortgage stocks to watch

Ready to invest in the home loan industry? Learn how to invest in mortgage stocks in just a few steps.

The best mortgage stocks depend on your portfolio and investment goals—while volatility can be ideal for day traders, long-term investors will want to look to stocks with steadier gains over time.

7 popular mortgage stocks to watch

We round up a selection of stocks in or related to the home loan industry, weighting the list more heavily towards popular mid- and large-cap stocks.

  1. Invesco Mortgage Capital (IVR)
  2. Rocket Companies Inc (RKT)
  3. Lendingtree (TREE)
  4. Discover Financial Services (DFS)
  5. Citigroup (C)
  6. JPMorgan Chase-and-Co (JPM)
  7. Bank of America (BAC)

Compare investment accounts that help you research stocks

The mortgage stocks industry is affected by a range of complex factors such as trade policies, regulations, and fluctuating supply and demand. So when considering mortgage stocks to buy, it's important that you have access to vital information about a company's financial health, leadership team, and market positioning.

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How to invest in mortgage stocks

  1. Choose an online stock trading platform. Choose from our Top Picks above, use our comparison table below or jump straight to the best stock trading apps in Canada.
  2. Sign up for an account. Provide your personal information and sign up.
  3. Set up a funding method to pay for the transaction. Deposit funds into your account by linking your banking information.
  4. Choose the stocks you want to buy. Search for the stock by name or ticker symbol like IVR or RKT.
  5. Place your order. Buy the stock. It's that simple.

Learn more about popular mortgage stocks

We round up a selection of stocks in or related to the home loan industry, weighting the list more heavily towards popular mid- and large-cap US stocks.

1. Invesco Mortgage Capital (IVR)

Invesco Mortgage Capital Inc. operates as a real estate investment trust (REIT) that invests, finances, and manages mortgage-backed securities and other mortgage-related assets in the United States. It invests in residential mortgage-backed securities (RMBS) and commercial mortgage-backed securities (CMBS) that are guaranteed by a U.

  • Previous close price: $8.08
  • Market capitalization: $497,381,120
  • 1 year performance: 2.02%
  • P/E ratio: 6.1579
Buy IVR stock on Interactive Brokers

2. Rocket Companies Inc (RKT)

Rocket Companies, Inc. , a fintech holding company, provides mortgage lending, title and settlement services, and other financial technology services in the United States and Canada. It operates through two segments, Direct to Consumer and Partner Network.

  • Previous close price: $13.68
  • Market capitalization: $27,146,516,480
  • 1 year performance: 51.83%
  • P/E ratio: 7.5805
Buy RKT stock on Interactive Brokers

3. Lendingtree (TREE)

LendingTree, Inc. , through its subsidiary, operates online consumer platform in the United States. It operates through three segments: Home, Consumer, and Insurance.

  • Previous close price: $42.94
  • Market capitalization: $647,390,592
  • 1 year performance: 165.39%
Buy TREE stock on Interactive Brokers

4. Discover Financial Services (DFS)

Discover Financial Services, through its subsidiaries, provides digital banking products and services, and payment services in the United States. It operates in two segments, Digital Banking and Payment Services. The Digital Banking segment offers Discover-branded credit cards to individuals; personal loans, home loans, and other consumer lending; and direct-to-consumer deposit products comprising savings accounts, certificates of deposit, money market accounts, IRA certificates of deposit, IRA savings accounts and checking accounts, and sweep accounts.

  • Previous close price: $172.77
  • Market capitalization: $43,643,846,656
  • 1 year performance: 100.01%
  • P/E ratio: 14.0639
Buy DFS stock on Interactive Brokers

5. Citigroup (C)

Citigroup Inc. , a diversified financial service holding company, provides various financial product and services to consumers, corporations, governments, and institutions worldwide. It operates through five segments: Services, Markets, Banking, U.

  • Previous close price: $68.28
  • Market capitalization: $128,889,372,672
  • 1 year performance: 50.53%
  • P/E ratio: 19.416
Buy C stock on Interactive Brokers

6. JPMorgan Chase-and-Co (JPM)

JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM).

  • Previous close price: $243.09
  • Market capitalization: $680,946,302,976
  • 1 year performance: 59.07%
  • P/E ratio: 13.4372
Buy JPM stock on Interactive Brokers

7. Bank of America (BAC)

Bank of America Corporation, through its subsidiaries, provides banking and financial products and services for individual consumers, small and middle-market businesses, institutional investors, large corporations, and governments worldwide. It operates in four segments: Consumer Banking, Global Wealth & Investment Management (GWIM), Global Banking, and Global Markets. The Consumer Banking segment offers traditional and money market savings accounts, certificates of deposit and IRAs, non-interest and interest-bearing checking accounts, and investment accounts and products; credit and debit cards; residential mortgages, and home equity loans; and direct and indirect loans, such as automotive, recreational vehicle, and consumer personal loans.

  • Previous close price: $46.41
  • Market capitalization: $352,185,221,120
  • 1 year performance: 54.80%
  • P/E ratio: 16.6304
Buy BAC stock on Interactive Brokers

Buy mortgage stocks from these online trading platforms

Compare special offers, low fees and a wide range of investment options among top trading platforms.

Note: The dollar amounts in the table below are in Canadian dollars.

1 - 6 of 6
Name Product CAFST Available Asset Types Account Types Stock Trading Fee Account Fee Offer
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OFFER
CIBC Investor's Edge
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$0 if conditions met, or $100
Get 100 free trades when you open a CIBC Investor’s Edge account using promo code EDGE2425. Plus, get $200 or more cash back. Valid until March 31, 2025.
Moomoo Financial Canada
Finder Score: 3.9 / 5: ★★★★★
CASHBACK
Moomoo Financial Canada
Stocks, Options, ETFs
RRSP, TFSA, Personal
$0.014/stock
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Enjoy a 6% cash rebate, plus $2,200 in trading perks.
RBC Direct Investing
Finder Score: 3.8 / 5: ★★★★★
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$0 if conditions met, otherwise $25/quarter
Questrade
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Bottom line

While it's possible to turn a profit investing in mortgage stocks, keep in mind that—like any investment—mortgage stocks are not immune to risk. These stocks are subject to fluctuating conditions both in the market and in the home loan industry, so carefully vet your picks before you invest. If you're new to investing or if it's been a while since you've taken a critical look at your investment accounts, compare brokers to make sure you're getting the best trading features for your needs.
Disclaimer: This information should not be interpreted as an endorsement of futures, stocks, ETFs, options or any specific provider, service or offering. It should not be relied upon as investment advice or construed as providing recommendations of any kind. Futures, stocks, ETFs and options trading involves substantial risk of loss and therefore are not appropriate for all investors. Trading forex on leverage comes with a higher risk of losing money rapidly. Past performance is not an indication of future results. Consider your own circumstances, and obtain your own advice, before making any trades.

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