Invesco Ltd. IVZ
Set alert
At close · Oct 30
After hours · Oct 30, 4:38 PM ET
- YTD
- +5.67%
- 1 year
- +18.23%
- Open
- 28.64
- Prev close
- 29.02
- Mkt cap
- 12.20B
- Vol
- 5.86M
- Avg vol
- 4.53M
- EPS
- -0.69
- P/E
- 0.00
- Div yield
- 2.96%
More statistics
- Low
- 27.38
- High
- 28.64
- Forward P/E
- 8.44
- Beta
- 1.63
- Short ratio
- 3.46
- Inst. own
- 98.84%
- Dividend
- 0.86
- Ex-div date
- Nov 12, 2026
- Earnings
- Jan 26, 2027
- 50-d avg
- 30.61
- 200-d avg
- 27.99
- 1y target
- 35.07
2Y chart
Events in this range
- Nov 14, 2024Dividend: 0.205
- Feb 14, 2025Dividend: 0.205
- May 14, 2025Dividend: 0.21
- Aug 14, 2025Dividend: 0.21
- Oct 28, 2025Earnings: 0.61; estimate 0.4482; surprise 36.1%
- Nov 14, 2025Dividend: 0.21
- Jan 27, 2026Earnings: 0.62; estimate 0.58; surprise 6.9%
- Feb 13, 2026Dividend: 0.21
- Apr 28, 2026Earnings: 0.57; estimate 0.577; surprise -1.21%
- May 15, 2026Dividend: 0.215
- Jul 28, 2026Earnings: 0.71; estimate 0.666; surprise 6.61%
- Aug 14, 2026Dividend: 0.215
- Oct 9, 2026Rating: RBC Capital · Outperform → Outperform
- Oct 9, 2026Rating: Evercore ISI Group · In-Line → In-Line
- Oct 12, 2026Rating: TD Cowen · Buy → Buy
- Oct 13, 2026Rating: BMO Capital · Outperform → Outperform
- Oct 22, 2026Rating: Morgan Stanley · Equal-Weight → Equal-Weight
- Oct 27, 2026Earnings: 0.72; estimate 0.74; surprise -2.7%
- Oct 28, 2026Rating: Barclays · Equal-Weight → Equal-Weight
Signals (77)
| Name | Date | Ago |
|---|---|---|
| SMA: Bearish | Oct 30, 2026 | 2 days ago |
| MACD: Buy Signal | Oct 28, 2026 | 4 days ago |
| SMA: Bullish | Oct 15, 2026 | 2 weeks ago |
| SMA: Bearish | Oct 14, 2026 | 2 weeks ago |
| RSI: Oversold | Oct 14, 2026 | 2 weeks ago |
| SMA: Bearish | Sep 22, 2026 | 1 month ago |
| SMA: Bullish | Sep 21, 2026 | 1 month ago |
| SMA: Bearish | Sep 15, 2026 | 1 month ago |
| MACD: Sell Signal | Aug 28, 2026 | 2 months ago |
| MACD: Buy Signal | Aug 27, 2026 | 2 months ago |
| MACD: Sell Signal | Aug 20, 2026 | 2 months ago |
| MACD: Buy Signal | Aug 4, 2026 | 2 months ago |
| SMA: Bullish | Jul 30, 2026 | 3 months ago |
| SMA: Bearish | Jul 29, 2026 | 3 months ago |
| MACD: Sell Signal | Jul 29, 2026 | 3 months ago |
| SMA: Bullish | Jul 9, 2026 | 3 months ago |
| MACD: Buy Signal | Jul 9, 2026 | 3 months ago |
| SMA: Bearish | Jul 8, 2026 | 3 months ago |
| SMA: Bullish | Jul 6, 2026 | 3 months ago |
| SMA: Bearish | Jun 24, 2026 | 4 months ago |
| MACD: Sell Signal | Jun 23, 2026 | 4 months ago |
| MACD: Buy Signal | Jun 12, 2026 | 4 months ago |
| MACD: Sell Signal | Jun 1, 2026 | 5 months ago |
| MACD: Buy Signal | May 29, 2026 | 5 months ago |
| MACD: Sell Signal | May 19, 2026 | 5 months ago |
| RSI: Overbought | May 12, 2026 | 5 months ago |
| SMA: Bullish | Apr 17, 2026 | 6 months ago |
| SMA: Bullish | Apr 8, 2026 | 6 months ago |
| SMA: Bearish | Apr 6, 2026 | 6 months ago |
| MACD: Buy Signal | Mar 23, 2026 | 7 months ago |
| RSI: Oversold | Mar 12, 2026 | 7 months ago |
| MACD: Sell Signal | Mar 3, 2026 | 8 months ago |
| MACD: Buy Signal | Feb 26, 2026 | 8 months ago |
| SMA: Bearish | Feb 11, 2026 | 8 months ago |
| SMA: Bullish | Feb 10, 2026 | 8 months ago |
| SMA: Bearish | Feb 3, 2026 | 9 months ago |
| MACD: Sell Signal | Jan 23, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 21, 2026 | 9 months ago |
| MACD: Sell Signal | Jan 20, 2026 | 9 months ago |
| RSI: Overbought | Jan 15, 2026 | 9 months ago |
| MACD: Buy Signal | Jan 6, 2026 | 9 months ago |
| MACD: Sell Signal | Dec 29, 2025 | 10 months ago |
| RSI: Overbought | Dec 10, 2025 | 10 months ago |
| RSI: Overbought | Dec 5, 2025 | 11 months ago |
| MACD: Buy Signal | Nov 25, 2025 | 11 months ago |
| SMA: Bullish | Nov 21, 2025 | 11 months ago |
| SMA: Bearish | Nov 17, 2025 | 11 months ago |
| MACD: Sell Signal | Nov 17, 2025 | 11 months ago |
| MACD: Buy Signal | Nov 12, 2025 | 11 months ago |
| MACD: Sell Signal | Nov 4, 2025 | 12 months ago |
| MACD: Buy Signal | Oct 29, 2025 | 1 year ago |
| MACD: Sell Signal | Oct 10, 2025 | 1 year ago |
| RSI: Overbought | Oct 2, 2025 | 1 year ago |
| MACD: Buy Signal | Oct 1, 2025 | 1 year ago |
| RSI: Overbought | Sep 11, 2025 | 1 year ago |
| MACD: Sell Signal | Aug 4, 2025 | 1 year ago |
| RSI: Overbought | Aug 4, 2025 | 1 year ago |
| RSI: Overbought | Jul 18, 2025 | 1 year ago |
| RSI: Overbought | Jul 1, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 20, 2025 | 1 year ago |
| MACD: Sell Signal | Jun 17, 2025 | 1 year ago |
| MACD: Buy Signal | Jun 11, 2025 | 1 year ago |
| SMA: Bullish | May 27, 2025 | 1 year ago |
| SMA: Bearish | May 23, 2025 | 1 year ago |
| MACD: Sell Signal | May 23, 2025 | 1 year ago |
| SMA: Bullish | May 8, 2025 | 1 year ago |
| MACD: Buy Signal | Apr 22, 2025 | 1 year ago |
| MACD: Sell Signal | Apr 3, 2025 | 1 year ago |
| RSI: Oversold | Apr 3, 2025 | 1 year ago |
| MACD: Buy Signal | Mar 20, 2025 | 1 year ago |
| RSI: Oversold | Mar 13, 2025 | 1 year ago |
| RSI: Oversold | Mar 4, 2025 | 1 year ago |
| SMA: Bearish | Feb 20, 2025 | 1 year ago |
| MACD: Sell Signal | Feb 12, 2025 | 1 year ago |
| RSI: Overbought | Jan 28, 2025 | 1 year ago |
| SMA: Bullish | Jan 24, 2025 | 1 year ago |
| MACD: Buy Signal | Jan 21, 2025 | 1 year ago |
Key statistics
- Market cap
- 12.18B
- Enterprise value
- 14.07B
- Trailing P/E
- 0.00
- Forward P/E
- 8.44
- PEG ratio
- 0.90
- Price / sales
- 1.71
- Price / book
- 0.96
- EPS (TTM)
- -0.69
- Beta
- 1.63
- Dividend yield
- 2.96%
- Payout ratio
- 56.46%
- Profit margin
- -1.10%
- Revenue (TTM)
- 7.14B
- Revenue growth
- 14.20%
- Free cash flow
- 0
- Total cash
- 965.50M
- Total debt
- 1.28B
- Return on equity
- -0.58%
- Shares outstanding
- 439.50M
- Short % of float
- 5.39%
- 50-day average
- 30.61
- 200-day average
- 27.99
Analyst view
Consensus: buy
- Target (low)
- 30.00
- Target (mean)
- 35.07
- Target (high)
- 41.00
- Strong buy2
- Buy4
- Hold9
- Sell0
- Strong sell0
Next earnings
Jan 26, 2027
Expected Jan 26, 2027. Consensus EPS estimate 0.77901.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Jan 26, 2027 | Dec 30, 2026 | 0.79 | — | — | — |
| Oct 27, 2026 | Sep 30, 2026 | 0.74 | 0.72 | -0.02 | -2.70% |
| Jul 28, 2026 | Jun 30, 2026 | 0.666 | 0.71 | +0.04 | +6.61% |
| Apr 28, 2026 | Mar 31, 2026 | 0.577 | 0.57 | -0.01 | -1.21% |
| Jan 27, 2026 | Dec 31, 2025 | 0.58 | 0.62 | +0.04 | +6.90% |
| Oct 28, 2025 | Sep 30, 2025 | 0.4482 | 0.61 | +0.16 | +36.10% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Oct 28, 2026 | Barclays | main | Equal-Weight | Equal-Weight |
| Oct 22, 2026 | Morgan Stanley | main | Equal-Weight | Equal-Weight |
| Oct 13, 2026 | BMO Capital | main | Outperform | Outperform |
| Oct 12, 2026 | TD Cowen | main | Buy | Buy |
| Oct 9, 2026 | Evercore ISI Group | main | In-Line | In-Line |
| Oct 9, 2026 | RBC Capital | main | Outperform | Outperform |
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
News
- Invesco Mortgage Capital Inc. Reports Third Quarter 2026 Financial Results
- Barclays Maintains Equal-Weight on Invesco, Raises Price Target to $33
- Invesco Ltd. $IVZ Shares Acquired by Citizens Financial Group Inc. RI
- Invesco Q3 Earnings Call Highlights
- Invesco Ltd. (IVZ) Q3 2026 Earnings Call Transcript
- Invesco Partners With Anthropic To Integrate Portfolio Intelligence And Practice Management Data Into Claude For Financial Advisors
- Invesco Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude
- Invesco Q3 Earnings Miss Estimates Despite Y/Y Revenue & AUM Growth
- Compared to Estimates, Invesco (IVZ) Q3 Earnings: A Look at Key Metrics
- Invesco Q3 2026 Earnings Call Transcript
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| BESHAR SARAH E | Director | Stock Award(Grant) | May 14, 2026 | 115,166 |
| DUKES LAURA ALLISON | Chief Financial Officer | Stock Gift | Sep 3, 2026 | 251,583 |
| KUPOR JEFFREY HOWARD | Officer | Stock Award(Grant) | Feb 26, 2026 | 151,820 |
| LO ANDREW TAK SHING | Officer | Sale | Sep 8, 2026 | 812,477 |
| SCHLOSSBERG ANDREW R | Chief Executive Officer | Stock Award(Grant) | Feb 26, 2026 | 898,715 |
| SHARP DOUGLAS J | Officer | Stock Award(Grant) | Aug 30, 2026 | 88,387 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Massachusetts Mutual Life Insurance Co. | 18.35% | 81,332,319 | 2.25B | Jun 29, 2026 |
| Blackrock Inc. | 8.73% | 38,713,707 | 1.07B | Jun 29, 2026 |
| Vanguard Capital Management LLC | 6.34% | 28,104,027 | 778.62M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 4.90% | 21,716,982 | 601.67M | Jun 29, 2026 |
| Vanguard Portfolio Management LLC | 4.16% | 18,458,992 | 511.41M | Jun 29, 2026 |
| State Street Corporation | 3.79% | 16,793,008 | 465.25M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.02% | 13,372,609 | 370.49M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard 500 Index Fund | 2.59% | 11,488,622 | 318.29M | Jun 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund | 2.18% | 9,652,150 | 267.41M | Jun 29, 2026 |
| iShares Trust-iShares Select Dividend ETF | 2.08% | 9,212,621 | 255.24M | Sep 29, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund | 1.38% | 6,118,099 | 169.50M | Jun 29, 2026 |
| Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETF | 1.38% | 6,095,751 | 168.88M | Sep 29, 2026 |