IVZ
Invesco Ltd.
Set alert
- 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
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
- Target (low)
- 30.00
- Target (mean)
- 35.07
- Target (high)
- 41.00
- Strong buy2
- Buy4
- Hold9
- Sell0
- Strong sell0
Next earnings
Jan 26, 2027
Expected Jan 26, 2027. Consensus EPS estimate 0.77901.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Jan 26, 2027 | Dec 30, 2026 | 0.78 | — | — | — |
| Oct 27, 2026 | Sep 30, 2026 | 0.74 | 0.72 | -0.02 | -2.70% |
| Jul 28, 2026 | Jun 30, 2026 | 0.666 | 0.71 | +0.04 | +6.61% |
| Apr 28, 2026 | Mar 31, 2026 | 0.577 | 0.57 | -0.01 | -1.21% |
| Jan 27, 2026 | Dec 31, 2025 | 0.58 | 0.62 | +0.04 | +6.90% |
| Oct 28, 2025 | Sep 30, 2025 | 0.4482 | 0.61 | +0.16 | +36.10% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 28, 2026 | Barclays | main | Equal-Weight | Equal-Weight |
| Oct 22, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
| Oct 13, 2026 | BMO Capital | main | Outperform | Outperform |
| Oct 12, 2026 | TD Cowen | main | Buy | Buy |
| Oct 9, 2026 | Evercore ISI Group | main | In-Line | In-Line |
| Oct 9, 2026 | RBC Capital | main | Outperform | Outperform |
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
- Invesco Mortgage Capital Inc. Reports Third Quarter 2026 Financial Results
- Barclays Maintains Equal-Weight on Invesco, Raises Price Target to $33
- Invesco Ltd. $IVZ Shares Acquired by Citizens Financial Group Inc. RI
- Invesco Q3 Earnings Call Highlights
- Invesco Ltd. (IVZ) Q3 2026 Earnings Call Transcript
- Invesco Partners With Anthropic To Integrate Portfolio Intelligence And Practice Management Data Into Claude For Financial Advisors
- Invesco Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude
- Invesco Q3 Earnings Miss Estimates Despite Y/Y Revenue & AUM Growth
- Compared to Estimates, Invesco (IVZ) Q3 Earnings: A Look at Key Metrics
- Invesco Q3 2026 Earnings Call Transcript
Your note
Sign in to keep a note on IVZ — it syncs with the Stock Master app.
Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BESHAR SARAH E | Director | Stock Award(Grant) | May 14, 2026 | 115,166 |
| DUKES LAURA ALLISON | Chief Financial Officer | Stock Gift | Sep 3, 2026 | 251,583 |
| KUPOR JEFFREY HOWARD | Officer | Stock Award(Grant) | Feb 26, 2026 | 151,820 |
| LO ANDREW TAK SHING | Officer | Sale | Sep 8, 2026 | 812,477 |
| SCHLOSSBERG ANDREW R | Chief Executive Officer | Stock Award(Grant) | Feb 26, 2026 | 898,715 |
| SHARP DOUGLAS J | Officer | Stock Award(Grant) | Aug 30, 2026 | 88,387 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co. | 18.35% | 81,332,319 | 2.25B | Jun 29, 2026 |
| Blackrock Inc. | 8.73% | 38,713,707 | 1.07B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 6.34% | 28,104,027 | 778.62M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 4.90% | 21,716,982 | 601.67M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.16% | 18,458,992 | 511.41M | Jun 29, 2026 |
| State Street Corporation | 3.79% | 16,793,008 | 465.25M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.02% | 13,372,609 | 370.49M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.59% | 11,488,622 | 318.29M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.18% | 9,652,150 | 267.41M | Jun 29, 2026 |
| iShares Trust-iShares Select Dividend ETF | 2.08% | 9,212,621 | 255.24M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.38% | 6,118,099 | 169.50M | Jun 29, 2026 |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 1.38% | 6,095,751 | 168.88M | Sep 29, 2026 |