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IVZ
Invesco Ltd.
31.55
1 x 31.55
1 x 31.56
bid
ask
-
0.19
0.60%
01:30 PM
timesize
Ytd20.10%
1y54.28%
31.37
day range
32.25
20.45
52 week range
32.01
Open31.86Prev Close31.74Low31.37High32.25Mkt Cap13.99B
Vol1.04MAvg Vol5.18MEPS2.16P/E14.61Forward P/E9.82
Beta1.62Short Ratio3.62Inst. Own98.04%Dividend0.86Div Yield2.71
Ex Div Date08-14Earning07-2850-d Avg28.71200-d Avg26.401yr Est32.79
Earning
DateForEstimateReportedSurprisesurprise %
2026-10-272026-090.74N/AN/AN/A
2026-07-282026-060.670.710.046.61%
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%
Upgrade / Downgrade
DateFirmActionFromTo
2026-08-10Evercore ISI GroupUpgradeIn-LineIn-Line
2026-07-29JP MorganUpgradeNeutralNeutral
2026-07-29RBC CapitalUpgradeOutperformOutperform
2026-07-29BarclaysUpgradeEqual-WeightEqual-Weight
2026-07-23RBC CapitalUpgradeOutperformOutperform
2026-07-17Morgan StanleyUpgradeEqual-WeightEqual-Weight
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
2026-06-29Massachusetts Mutual Life Insurance Co.81.33M2.58B18.35%
2026-06-29Blackrock Inc.38.71M1.23B8.73%
2026-03-30Vanguard Capital Management LLC27.97M888.17M6.31%
2026-03-30Millennium Management Llc21.65M687.56M4.88%
2026-03-30Dimensional Fund Advisors LP21.36M678.43M4.82%
2026-03-30Vanguard Portfolio Management LLC19.26M611.79M4.35%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund13.36M424.16M3.01%
2026-03-30VANGUARD INDEX FUNDS-Vanguard 500 Index Fund11.28M358.34M2.55%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund9.72M308.69M2.19%
2026-06-29iShares Trust-iShares Select Dividend ETF9.19M291.85M2.07%
2026-06-29Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF6.63M210.51M1.50%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund6.19M196.56M1.40%
Dividend
DividendDate
0.2152026-08-14
0.2152026-05-15
0.212026-02-13
0.212025-11-14
0.212025-08-14
0.212025-05-14
Split
SplitDate
1 : 22007-11-02
0.5 : 12007-11-01
2.5 : 12000-11-08
2 : 11998-04-27