Invesco Ltd. IVZ

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28.26 USD +0.49 (+1.76%)

At closeNov 3, 2026, 5:05 PM EST

28.26 0.00 0.00%

After hours · Nov 3, 5:05 PM ET

27.59 Day range 28.29
21.82 52-week range 33.66
YTD
+7.58%
1 year
+19.85%
Market cap
12.42B
Revenue (ttm)
7.14B
Profit margin
-1.10%
EPS (ttm)
-0.69
Shares out
439.50M
Forward P/E
8.57
Dividend
0.86 (3.10%)
Ex-dividend date
Nov 12, 2026
YTD return
+7.58%
1-year return
+19.85%
Volume
4.45M
Avg volume
4.55M
Open
27.84
Previous close
27.77
Day's range
27.59 – 28.29
52-week range
21.82 – 33.66
Beta
1.65
Analysts
Buy
Price target
35.07 (+24.1%)
Earnings date
Jan 26, 2027

3M -3.74 (-11.69%)

283032Aug 12Aug 31Sep 18Oct 7Oct 2628.26

Key statistics

Enterprise value
13.52B
PEG ratio
0.90
Price / sales
1.74
Price / book
0.98
Dividend yield
3.10%
Payout ratio
56.46%
Revenue growth
14.20%
Free cash flow
0
Total cash
965.50M
Total debt
1.28B
Return on equity
-0.58%
Short % of float
5.39%
50-day average
30.45
200-day average
27.98

Financials — quick view

All financials
IVZ Revenue — quarterly 1.83B
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
IVZ Net income — quarterly 345.30M
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026
IVZ EPS — quarterly 0.77
2022-Q3 20222022-Q4 20222023-Q1 20232023-Q2 20232023-Q3 20232023-Q4 20232024-Q1 20242024-Q2 20242024-Q3 20242024-Q4 20242025-Q1 20252025-Q2 20252025-Q3 20252025-Q4 20252026-Q1 20262026-Q2 2026

Earnings

IVZ recent earnings
Report dateQuarter endingEPS estimateEPS reportedSurpriseSurprise %
Jan 26, 2027Dec 30, 20260.79———
Oct 27, 2026Sep 30, 20260.740.72-0.02-2.70%
Jul 28, 2026Jun 30, 20260.6660.71+0.04+6.61%
Apr 28, 2026Mar 31, 20260.5770.57-0.01-1.21%
Jan 27, 2026Dec 31, 20250.580.62+0.04+6.90%
Oct 28, 2025Sep 30, 20250.44820.61+0.16+36.10%

Upgrades / downgrades

IVZ analyst upgrades and downgrades
DateFirmActionFromTo
Oct 28, 2026BarclaysmainEqual-WeightEqual-Weight
Oct 22, 2026Morgan StanleymainEqual-WeightEqual-Weight
Oct 13, 2026BMO CapitalmainOutperformOutperform
Oct 12, 2026TD CowenmainBuyBuy
Oct 9, 2026Evercore ISI GroupmainIn-LineIn-Line
Oct 9, 2026RBC CapitalmainOutperformOutperform

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

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Insider holders

IVZ insider holders
InsiderRelationLatest transactionDateShares held
BESHAR SARAH EDirectorStock Award(Grant)May 14, 2026115,166
DUKES LAURA ALLISONChief Financial OfficerSaleSep 3, 2026251,583
KUPOR JEFFREY HOWARDOfficerConversion of Exercise of derivative securityFeb 26, 2026151,820
LO ANDREW TAK SHINGOfficerSaleSep 8, 2026812,477
SCHLOSSBERG ANDREW RChief Executive OfficerConversion of Exercise of derivative securityFeb 26, 2026898,715
SHARP DOUGLAS JOfficerConversion of Exercise of derivative securityAug 30, 202688,387

Institution ownership

IVZ institution ownership
Holder% heldSharesValueReported
Massachusetts Mutual Life Insurance Co.18.35%81,332,3192.30BJun 29, 2026
Blackrock Inc.8.73%38,713,7071.09BJun 29, 2026
Vanguard Capital Management LLC6.34%28,104,027794.22MJun 29, 2026
Dimensional Fund Advisors LP4.90%21,716,982613.72MJun 29, 2026
Vanguard Portfolio Management LLC4.16%18,458,992521.65MJun 29, 2026
State Street Corporation3.79%16,793,008474.57MJun 29, 2026

Fund ownership

IVZ fund ownership
Holder% heldSharesValueReported
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund3.02%13,372,609377.91MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard 500 Index Fund2.59%11,488,622324.67MJun 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund2.18%9,652,150272.77MJun 29, 2026
iShares Trust-iShares Select Dividend ETF2.08%9,212,621260.35MSep 29, 2026
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund1.38%6,118,099172.90MJun 29, 2026
Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF1.38%6,095,751172.27MSep 29, 2026