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IVZ
Invesco Ltd.
26.83
2900 x undefined
800 x undefined
bid
ask
+
0.44
1.67%
1850 @ 04:00 PM
26.56 -0.27 (1.01%)
Ytd2.13%
1y65.92%
26.23
day range
27.40
16.20
52 week range
29.82
Open26.34Prev Close26.39Low26.23High27.40Mkt Cap11.89B
Vol4.04MAvg Vol5.70MEPS-1.47P/EN/AForward P/E8.92
Beta1.59Short Ratio3.53Inst. Own97.23%Dividend0.86Div Yield3.26
Ex Div Date05-15Earning07-2850-d Avg27.15200-d Avg25.501yr Est29.77
Earning
DateForEstimateReportedSurprisesurprise %
2026-04-282026-030.580.57-0.01-1.72%
2026-01-272025-120.580.620.046.90%
2025-10-282025-090.440.610.1738.64%
2025-07-222025-060.410.36-0.05-12.20%
2025-04-222025-030.390.440.0512.82%
2025-01-282024-120.490.520.036.12%
Upgrade / Downgrade
DateFirmActionFromTo
2026-06-26Morgan StanleyUpgradeEqual-WeightEqual-Weight
2026-06-08Evercore ISI GroupUpgradeIn-LineIn-Line
2026-06-08TD CowenUpgradeBuyBuy
2026-04-29JP MorganUpgradeNeutralNeutral
2026-04-29TD CowenUpgradeBuyBuy
2026-04-29Goldman SachsUpgradeNeutralNeutral
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 Officer342.26KStock Award(Grant)
2026-05-14GLAVIN WILLIAM FRANCIS JRDirector81.08KStock Award(Grant)
2026-02-26KUPOR JEFFREY HOWARDOfficer151.82KStock Award(Grant)
2026-02-26LO ANDREW TAK SHINGOfficer839.09KStock Award(Grant)
2026-02-26SCHLOSSBERG ANDREW RChief Executive Officer898.72KStock Award(Grant)
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30Massachusetts Mutual Life Insurance Co.81.33M2.18B18.35%
2026-03-30Blackrock Inc.38.75M1.04B8.74%
2026-03-30Vanguard Capital Management LLC27.97M750.44M6.31%
2026-03-30Millennium Management Llc21.65M580.94M4.88%
2026-03-30Dimensional Fund Advisors LP21.36M573.23M4.82%
2026-03-30Vanguard Portfolio Management LLC19.26M516.92M4.35%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-03-30VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund13.36M358.39M3.01%
2026-03-30VANGUARD INDEX FUNDS-Vanguard 500 Index Fund11.28M302.77M2.55%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund9.72M260.82M2.19%
2026-05-30iShares Trust-iShares Select Dividend ETF9.20M247.00M2.08%
2026-05-30Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF7.02M188.38M1.58%
2026-03-30VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund6.19M166.08M1.40%
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