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IVZ

Invesco Ltd.

Financial Services · USD

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Price alert · IVZ

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27.76 USD -1.26 -4.34%
As of Oct 30, 2026 Extended hours 27.96 +0.70%
Bid
27.76 × 200
Ask
27.79 × 400
27.38 Day range 28.64
22.44 52-week range 33.31
YTD
+5.67%
1 year
+18.23%
Open
28.64
Prev close
29.02
Mkt cap
12.20B
Vol
5.86M
Avg vol
4.51M
EPS
-0.69
P/E
0.00
Div yield
2.96%
More statistics
Low
27.38
High
28.64
Forward P/E
8.44
Beta
1.63
Short ratio
3.46
Inst. own
98.84%
Dividend
0.86
Ex-div date
Nov 12, 2026
Earnings
Jan 26, 2027
50-d avg
30.61
200-d avg
27.99
1y target
35.07

5D chart

Chart tools
Interval
IVZ five-day price chart27.427.928.328.829.3Oct 26Oct 27Oct 28Oct 29Oct 30

Key statistics

Market cap
12.18B
Enterprise value
14.07B
Trailing P/E
0.00
Forward P/E
8.44
PEG ratio
0.90
Price / sales
1.71
Price / book
0.96
EPS (TTM)
-0.69
Beta
1.63
Dividend yield
2.96%
Payout ratio
56.46%
Profit margin
-1.10%
Revenue (TTM)
7.14B
Revenue growth
14.20%
Free cash flow
0
Total cash
965.50M
Total debt
1.28B
Return on equity
-0.58%
Shares outstanding
439.50M
Short % of float
5.39%
50-day average
30.61
200-day average
27.99

Analyst view

Consensus: buy

Buy
Price target (mean) 35.07 +26.3% upside
Target (low)
30.00
Target (mean)
35.07
Target (high)
41.00
Ratings (0m) 15 6 buy · 9 hold · 0 sell
  • Strong buy2
  • Buy4
  • Hold9
  • Sell0
  • Strong sell0

Next earnings

Jan 26, 2027

Expected Jan 26, 2027. Consensus EPS estimate 0.77901.

Earnings history

Financials — quick view

All financials
IVZ Revenue — quarterly 1.83B
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
IVZ Net income — quarterly 345.30M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
IVZ EPS — quarterly 0.77
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

IVZ recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Jan 26, 2027Dec 30, 20260.78———
Oct 27, 2026Sep 30, 20260.740.72-0.02-2.70%
Jul 28, 2026Jun 30, 20260.6660.71+0.04+6.61%
Apr 28, 2026Mar 31, 20260.5770.57-0.01-1.21%
Jan 27, 2026Dec 31, 20250.580.62+0.04+6.90%
Oct 28, 2025Sep 30, 20250.44820.61+0.16+36.10%

Upgrades / downgrades

IVZ analyst upgrades and downgrades
DateFirmActionFromTo
Oct 28, 2026BarclaysmainEqual-WeightEqual-Weight
Oct 22, 2026Morgan StanleymainEqual-WeightEqual-Weight
Oct 13, 2026BMO CapitalmainOutperformOutperform
Oct 12, 2026TD CowenmainBuyBuy
Oct 9, 2026Evercore ISI GroupmainIn-LineIn-Line
Oct 9, 2026RBC CapitalmainOutperformOutperform

About Invesco Ltd.

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.

Sector
Financial Services
Industry
Asset Management
Country
United States

News

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Insider holders

IVZ insider holders
InsiderRelationLatest transactionDateShares held
BESHAR SARAH EDirectorStock Award(Grant)May 14, 2026115,166
DUKES LAURA ALLISONChief Financial OfficerStock GiftSep 3, 2026251,583
KUPOR JEFFREY HOWARDOfficerStock Award(Grant)Feb 26, 2026151,820
LO ANDREW TAK SHINGOfficerSaleSep 8, 2026812,477
SCHLOSSBERG ANDREW RChief Executive OfficerStock Award(Grant)Feb 26, 2026898,715
SHARP DOUGLAS JOfficerStock Award(Grant)Aug 30, 202688,387

Institution ownership

IVZ institution ownership
Holder% heldSharesValueReported
Massachusetts Mutual Life Insurance Co.18.35%81,332,3192.25BJun 29, 2026
Blackrock Inc.8.73%38,713,7071.07BJun 29, 2026
Vanguard Capital Management LLC6.34%28,104,027778.62MJun 29, 2026
Dimensional Fund Advisors LP4.90%21,716,982601.67MJun 29, 2026
Vanguard Portfolio Management LLC4.16%18,458,992511.41MJun 29, 2026
State Street Corporation3.79%16,793,008465.25MJun 29, 2026

Fund ownership

IVZ fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.02%13,372,609370.49MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund2.59%11,488,622318.29MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.18%9,652,150267.41MJun 29, 2026
iShares Trust-iShares Select Dividend ETF2.08%9,212,621255.24MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund1.38%6,118,099169.50MJun 29, 2026
Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF1.38%6,095,751168.88MSep 29, 2026
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