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%
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RSI (14)
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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.
EPS — History & Forecast
Estimate
Beat
Miss
Forecast
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Revenue — History & Forecast
Revenue
Forecast
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EPS Beat Rate
75%
6/8 quarters
Wall Street Consensus
BUY
BuyHoldSell
Price Target Range
$31.58
+12.5% upside
Low $28
—
High $35
Consensus
Current price
Wall Street Analyst Ratings
| Firm | Rating | Change | Action | Date |
|---|---|---|---|---|
| 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%
| Date | Amount / Share | Yield 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
| Quarter | Revenue | Rev YoY | Gross Profit | Op. Income | Net Income | Net YoY | Gross % | Op % | Net % |
|---|
Full Key Statistics
Valuation
| Market Cap | 12.39B |
| Enterprise Value | 14.10B |
| Trailing P/E | N/A |
| Forward P/E | 8.65 |
| PEG Ratio (5yr) | 0.90 |
| Price/Sales (ttm) | 1.80 |
| Price/Book (mrq) | 0.99 |
| EV/Revenue | 2.04 |
| EV/EBITDA | 9.87 |
Share Statistics
| Avg Vol (3m) | 5.11M |
| Shares Outstanding | 441.50M |
| Float | 356.78M |
| % Held by Insiders | 0.60% |
| % Held by Institutions | 97.32% |
| Short Ratio | 3.62 |
| Short % of Float | 6.33% |
Profitability
| Gross Margin | 29.64% |
| 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 |
| EBITDA | 1.43B |
| 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 / Share | 28.25 |
| Operating CF (ttm) | 2.01B |
| Free Cash Flow (ttm) | N/A |
Trading & Dividends
| Beta (5Y) | 1.60 |
| 50-Day MA | 28.08 |
| 200-Day MA | 26.05 |
| Fwd Dividend Yield | 292.00% |
| Payout Ratio | 56.46% |
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.
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Insider Transactions
| Date | Insider | Role | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 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
—