IVZ · Invesco Ltd.
Financial Services NYQ United States invesco.com/corporate… ↗
BULLISH BUY
Val Gro Qua Mom Sta Cap P/S1.80 P/E Fwd P/E8.65 PEG0.90 52W –  RSI Target$31.58 (+12.5%) Beta1.60 Div2.89%
Loading chart…
RSI (14)
Pattern Overlays
Loading patterns…
Asset Management Atlanta, United States 7,405 employees
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
52-Week Range
52W Low 52W High
Position in Range
RSI (14)
0 · Oversold RSI 45 Overbought · 100
Signal Neutral
EMA Price Levels
Volume Analysis
Momentum Dashboard
Trend Strength
Detected Patterns
2Bullish
1Bearish
0Neutral
▲ Bull Flag — Breakout after +10% pole — bullish continuation
▲ Double Bottom — Two lows ~$26.54 — bullish reversal confirmed
▼ Double Top — Two peaks ~$28.55 — bearish reversal confirmed

View overlays on the price chart via Chart tab → Pattern Overlays.

Next Earnings Oct 27, 2026
Beat Rate 75%
Consensus BUY
Analyst Upside +12.5%
EPS — History & Forecast
Estimate Beat Miss Forecast
Loading…
Revenue — History & Forecast
Revenue Forecast
Loading…
EPS Beat Rate
75% 6/8 quarters
Wall Street Consensus
BUY
4
9
BuyHoldSell
Price Target Range
$31.58 +12.5% upside
Low $28 High $35
Consensus Current price
Wall Street Analyst Ratings
FirmRatingChangeActionDate
JP Morgan Neutral ↔ Maintain 2026-07-29
RBC Capital Outperform ↔ Maintain 2026-07-29
Barclays Equal-Weight ↔ Maintain 2026-07-29
Morgan Stanley Equal-Weight ↔ Maintain 2026-07-17
Evercore ISI Group In-Line ↔ Maintain 2026-07-10
TD Cowen Buy ↔ Maintain 2026-06-08
Goldman Sachs Neutral ↔ Maintain 2026-04-29
BMO Capital Outperform ↔ Maintain 2026-04-10
Argus Research Buy ↔ Maintain 2026-01-28
Deutsche Bank Buy Hold Buy ▲ Upgrade 2025-12-17
JP Morgan 2026-07-29
Neutral ↔ Maintain
RBC Capital 2026-07-29
Outperform ↔ Maintain
Barclays 2026-07-29
Equal-Weight ↔ Maintain
Morgan Stanley 2026-07-17
Equal-Weight ↔ Maintain
Evercore ISI Group 2026-07-10
In-Line ↔ Maintain
TD Cowen 2026-06-08
Buy ↔ Maintain
Goldman Sachs 2026-04-29
Neutral ↔ Maintain
BMO Capital 2026-04-10
Outperform ↔ Maintain
Argus Research 2026-01-28
Buy ↔ Maintain
Deutsche Bank 2025-12-17
Buy (from Hold) ▲ Upgrade
Profitability
Gross Margin 29.64%TTM
Op. Margin 19.95%TTM
ROE -0.57%TTM
Rev. Growth 20.50%YoY
Free Cash Flow N/ATTM
FCF Yield TTM
Balance Sheet
Debt / Equity 12.06MRQ
Current Ratio N/AMRQ
Cash 915.40MMRQ
Total Debt 1.62BMRQ
Net Debt MRQ
Income
Div. Yield 2.89%TTM
Annual Rate 0.86Fwd
Payout Ratio 56.46%TTM
Dividend History
Payout Ratio (TTM): 56.46%
DateAmount / ShareYield at Payment
2026-05-15 $0.2150 0.79%
2026-02-13 $0.2100 0.80%
2025-11-14 $0.2100 0.91%
2025-08-14 $0.2100 1.01%
2025-05-14 $0.2100 1.40%
2025-02-14 $0.2050 1.16%
2024-11-14 $0.2050 1.23%
2024-08-16 $0.2050 1.30%
2024-05-13 $0.2050 1.41%
2024-02-15 $0.2000 1.40%
2023-11-09 $0.2000 1.75%
2023-08-10 $0.2000 1.40%
2023-05-08 $0.2000 1.41%
2023-02-15 $0.1880 1.16%
2022-11-09 $0.1880 1.38%
2022-08-11 $0.1880 1.21%
2022-05-09 $0.1880 1.27%
2022-02-15 $0.1700 0.88%
2021-11-10 $0.1700 0.81%
2021-08-12 $0.1700 0.83%
2021-05-10 $0.1700 0.74%
2021-02-12 $0.1550 0.85%
2020-11-10 $0.1550 1.33%
2020-08-13 $0.1550 1.83%
2020-05-08 $0.1550 2.49%
2020-02-12 $0.3100 2.18%
2019-11-08 $0.3100 2.31%
2019-08-14 $0.3100 2.74%
2019-05-09 $0.3100 2.06%
2019-02-13 $0.3000 2.27%
2018-11-09 $0.3000 2.04%
2018-08-15 $0.3000 1.79%
2018-05-10 $0.3000 1.56%
2018-02-14 $0.2900 1.29%
2017-11-13 $0.2900 1.25%
2017-08-15 $0.2900 1.29%
2017-05-10 $0.2900 1.36%
2017-02-14 $0.2800 1.34%
2016-11-10 $0.2800 1.39%
2016-08-16 $0.2800 1.47%
How IVZ Makes Its Money
Cash Flow Breakdown
Quarterly Metrics
QuarterRevenueRev YoYGross Profit Op. IncomeNet IncomeNet YoY Gross %Op %Net %
Full Key Statistics
Valuation
Market Cap12.39B
Enterprise Value14.10B
Trailing P/EN/A
Forward P/E8.65
PEG Ratio (5yr)0.90
Price/Sales (ttm)1.80
Price/Book (mrq)0.99
EV/Revenue2.04
EV/EBITDA9.87
Share Statistics
Avg Vol (3m)5.11M
Shares Outstanding441.50M
Float356.78M
% Held by Insiders0.60%
% Held by Institutions97.32%
Short Ratio3.62
Short % of Float6.33%
Profitability
Gross Margin29.64%
Operating Margin (ttm)19.95%
Profit Margin-0.93%
Return on Assets (ttm)2.93%
Return on Equity (ttm)-0.57%
Income Statement
Revenue (ttm)6.90B
Revenue Growth (yoy)20.50%
Gross Profit (ttm)2.05B
EBITDA1.43B
Net Income (ttm)-309.20M
Diluted EPS (ttm)-1.40
EPS Growth (yoy)N/A
Balance Sheet
Total Cash (mrq)915.40M
Total Debt (mrq)1.62B
Debt / Equity (mrq)12.06
Current Ratio (mrq)N/A
Book Value / Share28.25
Operating CF (ttm)2.01B
Free Cash Flow (ttm)N/A
Trading & Dividends
Beta (5Y)1.60
50-Day MA28.08
200-Day MA26.05
Fwd Dividend Yield292.00%
Payout Ratio56.46%
Ownership Breakdown
Institutional 97.32% Insider 0.60% Public 2.1%
Short Interest 6.33% of float
Moderate
Institutional 13F Holdings

Famous investors who disclosed a position in IVZ in their latest SEC 13F filing.

Loading…
Insider Transactions
DateInsiderRoleTransactionSharesValue
2026-07-02 LO ANDREW TAK SHING Officer 116,754
2026-05-15 WAGONER G. RICHARD JR. Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-05-15 GIBBONS THOMAS P Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-05-15 GLAVIN WILLIAM FRANCIS JR Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-05-15 TOLLIVER PAULA Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-05-15 JOHNSON ELIZABETH S Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-05-15 SHEINWALD NIGEL Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-05-15 BESHAR SARAH E Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-05-15 WOOD PHOEBE A Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-05-15 FINKE THOMAS MICHAEL Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-05-15 WOMACK CHRISTOPHER C. Director Stock Award(Grant) at price 0.00 per share. 8,112
2026-03-13 SMITH ALAN LEONARD Officer 8,641
2026-02-27 KUPOR JEFFREY HOWARD Officer Conversion of Exercise of derivative security at price 26.26 per share. 5,003 $131,379
2026-02-27 LO ANDREW TAK SHING Officer Conversion of Exercise of derivative security at price 26.26 per share. 16,479 $432,739
2026-02-27 SCHLOSSBERG ANDREW R Chief Executive Officer Conversion of Exercise of derivative security at price 26.26 per share. 42,749 $1,122,589
2026-02-27 DUKES LAURA ALLISON Chief Financial Officer Conversion of Exercise of derivative security at price 26.26 per share. 17,659 $463,725
2026-02-27 VACHERON TERRY GIBSON Officer Conversion of Exercise of derivative security at price 26.26 per share. 2,534 $66,543
2026-02-27 SMITH ALAN LEONARD Officer Conversion of Exercise of derivative security at price 26.26 per share. 8,936 $234,659
2026-02-27 WONG TONY L Officer Conversion of Exercise of derivative security at price 26.26 per share. 15,343 $402,907
2026-02-27 JOHNSTON SHANNON A Chief Operating Officer Conversion of Exercise of derivative security at price 26.26 per share. 8,913 $234,055
2026-02-27 KUPOR JEFFREY HOWARD Officer Stock Award(Grant) at price 0.00 per share. 11,143
2026-02-27 SHARP DOUGLAS J Officer Stock Award(Grant) at price 0.00 per share. 46,138
2026-02-27 VACHERON TERRY GIBSON Officer Stock Award(Grant) at price 0.00 per share. 4,798
2026-02-27 SMITH ALAN LEONARD Officer Stock Award(Grant) at price 0.00 per share. 8,936
2026-02-27 WONG TONY L Officer Stock Award(Grant) at price 0.00 per share. 31,955
LO ANDREW TAK SHING Officer
2026-07-02 116,754 sh
WAGONER G. RICHARD JR. Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
GIBBONS THOMAS P Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
GLAVIN WILLIAM FRANCIS JR Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
TOLLIVER PAULA Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
JOHNSON ELIZABETH S Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
SHEINWALD NIGEL Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
BESHAR SARAH E Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
WOOD PHOEBE A Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
FINKE THOMAS MICHAEL Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
WOMACK CHRISTOPHER C. Director
Stock Award(Grant) at price 0.00 per share.
2026-05-15 8,112 sh
SMITH ALAN LEONARD Officer
2026-03-13 8,641 sh
KUPOR JEFFREY HOWARD Officer
Conversion of Exercise of derivative security at price 26.26 per share.
2026-02-27 5,003 sh $131,379
LO ANDREW TAK SHING Officer
Conversion of Exercise of derivative security at price 26.26 per share.
2026-02-27 16,479 sh $432,739
SCHLOSSBERG ANDREW R Chief Executive Officer
Conversion of Exercise of derivative security at price 26.26 per share.
2026-02-27 42,749 sh $1,122,589
DUKES LAURA ALLISON Chief Financial Officer
Conversion of Exercise of derivative security at price 26.26 per share.
2026-02-27 17,659 sh $463,725
VACHERON TERRY GIBSON Officer
Conversion of Exercise of derivative security at price 26.26 per share.
2026-02-27 2,534 sh $66,543
SMITH ALAN LEONARD Officer
Conversion of Exercise of derivative security at price 26.26 per share.
2026-02-27 8,936 sh $234,659
WONG TONY L Officer
Conversion of Exercise of derivative security at price 26.26 per share.
2026-02-27 15,343 sh $402,907
JOHNSTON SHANNON A Chief Operating Officer
Conversion of Exercise of derivative security at price 26.26 per share.
2026-02-27 8,913 sh $234,055
KUPOR JEFFREY HOWARD Officer
Stock Award(Grant) at price 0.00 per share.
2026-02-27 11,143 sh
SHARP DOUGLAS J Officer
Stock Award(Grant) at price 0.00 per share.
2026-02-27 46,138 sh
VACHERON TERRY GIBSON Officer
Stock Award(Grant) at price 0.00 per share.
2026-02-27 4,798 sh
SMITH ALAN LEONARD Officer
Stock Award(Grant) at price 0.00 per share.
2026-02-27 8,936 sh
WONG TONY L Officer
Stock Award(Grant) at price 0.00 per share.
2026-02-27 31,955 sh