Sectors

IVZ
Invesco Ltd.
30.35
1 x 30.36
2 x 30.39
bid
ask
+
0.25
0.83%
09:59 AM
timesize
Ytd15.53%
1y42.82%
29.92
day range
30.34
20.45
52 week range
30.34
Open30.00Prev Close30.10Low29.92High30.34Mkt Cap13.34B
Vol261.49KAvg Vol5.27MEPS2.16P/E13.94Forward P/E11.12
Beta1.62Short Ratio3.13Inst. Own97.24%Dividend0.86Div Yield2.90
Ex Div Date05-15Earning07-2850-d Avg27.88200-d Avg25.901yr Est31.42
Earning
DateForEstimateReportedSurprisesurprise %
2026-07-282026-060.67N/AN/AN/A
2026-04-282026-030.580.57-0.01-1.21%
2026-01-272025-120.580.620.046.90%
2025-10-282025-090.450.610.1636.10%
2025-07-222025-060.410.36-0.05-12.20%
2025-04-222025-030.390.440.0512.82%
Upgrade / Downgrade
DateFirmActionFromTo
2026-07-10Evercore ISI GroupUpgradeIn-LineIn-Line
2026-07-02RBC CapitalUpgradeOutperformOutperform
2026-06-26Morgan StanleyUpgradeEqual-WeightEqual-Weight
2026-06-08Evercore ISI GroupUpgradeIn-LineIn-Line
2026-06-08TD CowenUpgradeBuyBuy
2026-04-29JP MorganUpgradeNeutralNeutral
Profile
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.
Insider Holder
DateNameRelationQuantityDescription
2026-05-14BESHAR SARAH EDirector115.17KStock Award(Grant)
2026-02-26DUKES LAURA ALLISONChief Financial Officer342.26KConversion of Exercise of derivative security
2026-05-14GLAVIN WILLIAM FRANCIS JRDirector81.08KStock Award(Grant)
2026-02-26KUPOR JEFFREY HOWARDOfficer151.82KConversion of Exercise of derivative security
2026-07-01LO ANDREW TAK SHINGOfficer955.85KConversion of Exercise of derivative security
2026-02-26SCHLOSSBERG ANDREW RChief Executive Officer898.72KConversion of Exercise of derivative security
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Massachusetts Mutual Life Insurance Co81.33M0.0018.35%
2025-12-30Vanguard Group Inc52.97M0.0011.95%
2026-03-30BlackRock Inc38.75M0.008.74%
2026-03-30Vanguard Capital Management, LLC27.97M0.006.31%
2026-03-30Millennium Management LLC21.65M0.004.88%
2026-03-30Dimensional Fund Advisors, Inc.21.36M0.004.82%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Vanguard Total Stock Mkt Idx Inv13.37M0.003.02%
2026-06-29Vanguard 500 Index Investor11.52M0.002.60%
2026-06-29Vanguard Small Cap Index9.66M0.002.18%
2026-06-29iShares Select Dividend ETF9.19M0.002.07%
2026-06-29Invesco S&P 500® Equal Weight ETF6.63M0.001.50%
2026-06-29Vanguard Small Cap Value Index Inv6.13M0.001.38%
Dividend
DividendDate
0.2152026-05-15
0.212026-02-13
0.212025-11-14
0.212025-08-14
0.212025-05-14
0.2052025-02-14
Split
SplitDate
1 : 22007-11-02
0.5 : 12007-11-01
2.5 : 12000-11-08
2 : 11998-04-27