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IVZ
Invesco Ltd.
30.53
900 x 30.59
500 x 30.55
bid
ask
+
0.31
1.03%
700 @ 07:52 PM
30.44 -0.09 (0.29%)
Ytd16.22%
1y34.79%
29.91
day range
30.63
22.18
52 week range
33.31
Open30.21Prev Close30.22Low29.91High30.63Mkt Cap13.48B
Vol6.94MAvg Vol4.57MEPS-0.68P/EN/AForward P/E9.34
Beta1.60Short Ratio2.95Inst. Own98.34%Dividend0.86Div Yield2.85
Ex Div Date08-14Earning10-2750-d Avg31.15200-d Avg27.551yr Est33.96
Earning
DateForEstimateReportedSurprisesurprise %
2026-10-272026-090.75N/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
2026-09-09Evercore ISI GroupUpgradeIn-LineIn-Line
2026-08-13TD CowenUpgradeBuyBuy
2026-08-10Evercore ISI GroupUpgradeIn-LineIn-Line
2026-07-29JP MorganUpgradeNeutralNeutral
2026-07-29RBC CapitalUpgradeOutperformOutperform
2026-07-29BarclaysUpgradeEqual-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)
2026-09-03DUKES LAURA ALLISONChief Financial Officer251.58KSale
2026-02-26KUPOR JEFFREY HOWARDOfficer151.82KStock Award(Grant)
2026-09-08LO ANDREW TAK SHINGOfficer812.48KSale
2026-02-26SCHLOSSBERG ANDREW RChief Executive Officer898.72KStock Award(Grant)
2026-08-30SHARP DOUGLAS JOfficer88.39KStock Award(Grant)
Institution Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29Massachusetts Mutual Life Insurance Co.81.33M2.48B18.35%
2026-06-29Blackrock Inc.38.71M1.18B8.73%
2026-06-29Vanguard Capital Management LLC28.10M857.73M6.34%
2026-06-29Dimensional Fund Advisors LP21.72M662.80M4.90%
2026-06-29Vanguard Portfolio Management LLC18.46M563.37M4.16%
2026-06-29State Street Corporation16.79M512.52M3.79%
Fund Ownership
Report DateOrganizationPositionValuePercentage
2026-06-29VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund13.37M408.13M3.02%
2026-06-29VANGUARD INDEX FUNDS-Vanguard 500 Index Fund11.49M350.63M2.59%
2026-06-29VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund9.65M294.58M2.18%
2026-07-30iShares Trust-iShares Select Dividend ETF9.22M281.54M2.08%
2026-07-30Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF6.79M207.19M1.53%
2026-06-29VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund6.12M186.72M1.38%
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