IVZ
Invesco Ltd. NYSE Listed Aug 25, 1995$28.14
-2.28%
vs $28.79
Mkt Cap $12.5B
52w Low $14.51
89.0% of range
52w High $29.82
50d MA $26.70
200d MA $25.28
P/E (TTM)
-17.6x
EV/EBITDA
14.9x
P/B
1.0x
Debt/Equity
0.8x
ROE
4.6%
P/FCF
8.9x
RSI (14)
47.80
ATR (14)
$0.94
Beta
1.63
50d MA
$26.70
200d MA
$25.28
Avg Volume
5.0M
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, fixed income, commodity, 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 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 December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
1331 Spring Street NW · Atlanta, GA 30309 · US
| Date | Time | Est | Rptd | Surp | Base | Gap% | D1% | D2% | D3% | D4% | D5% | Guide ▲★ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | TNS | 0.58 | 0.57 | -1.7% | 25.86 | -0.4% | -0.9% | +2.2% | -1.2% | +0.6% | +0.6% | — |
| Jan 27, 2026 | TNS | 0.58 | 0.62 | +6.9% | 27.16 | -1.0% | +1.5% | +0.6% | -1.6% | +0.4% | -3.2% | — |
| Oct 28, 2025 | TNS | 0.45 | 0.61 | +36.1% | 23.96 | -0.2% | +0.6% | -2.6% | +0.9% | -0.5% | -1.4% | — |
| Jul 22, 2025 | TNS | 0.41 | 0.36 | -12.2% | 21.25 | +0.8% | +0.9% | -0.0% | +1.8% | -0.6% | +0.2% | — |
| Apr 22, 2025 | TNS | 0.39 | 0.44 | +12.8% | 13.49 | +3.4% | +0.1% | +4.1% | -1.0% | +0.1% | +0.1% | — |
| Jan 28, 2025 | TNS | 0.49 | 0.52 | +6.1% | 19.34 | +0.0% | -1.8% | +1.2% | +0.1% | -4.6% | +0.3% | — |
| Oct 22, 2024 | TNS | 0.43 | 0.44 | +1.9% | 18.04 | -0.3% | -3.0% | +0.7% | +0.1% | +1.5% | +0.2% | — |
| Jul 23, 2024 | TNS | 0.40 | 0.43 | +7.9% | 16.80 | +1.0% | -1.3% | +3.2% | +1.8% | -2.4% | +1.3% | — |
| Apr 23, 2024 | TNS | 0.40 | 0.33 | -17.5% | 14.58 | -1.4% | -0.4% | -0.1% | +1.1% | -1.4% | -2.0% | — |
| Jan 23, 2024 | TNS | 0.39 | 0.47 | +20.5% | 15.95 | +1.1% | -0.8% | +2.4% | +0.1% | +1.2% | -0.9% | — |
| Oct 24, 2023 | TNS | 0.36 | 0.35 | -2.8% | 13.03 | -1.2% | -3.4% | +2.5% | -1.1% | +1.5% | +0.2% | — |
| Jul 25, 2023 | TNS | 0.39 | 0.31 | -20.5% | 16.62 | -0.4% | -1.1% | -1.8% | +2.8% | +1.2% | +0.2% | — |
| Date | Firm | Action | Grade | Target | Base | Open | Gap% | D1% | D2% | D3% | D4% | D5% |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Apr 29 | JP Morgan | Maintains | Neutral → Neutral | — | $25.86 | $25.76 | -0.4% | -0.9% | +2.2% | -1.2% | +0.6% | +3.0% |
| Apr 29 | Barclays | Maintains | Equal Weight → Equal Weight | — | $25.86 | $25.76 | -0.4% | -0.9% | +2.2% | -1.2% | +0.6% | +3.0% |
| Apr 29 | Evercore ISI | Maintains | In Line → In Line | — | $25.86 | $25.76 | -0.4% | -0.9% | +2.2% | -1.2% | +0.6% | +3.0% |
| Apr 29 | TD Cowen | Maintains | Buy → Buy | — | $25.86 | $25.76 | -0.4% | -0.9% | +2.2% | -1.2% | +0.6% | +3.0% |
| Apr 29 | Goldman Sachs | Maintains | Neutral → Neutral | — | $25.86 | $25.76 | -0.4% | -0.9% | +2.2% | -1.2% | +0.6% | +3.0% |
| Apr 24 | JP Morgan | Maintains | Neutral → Neutral | — | $25.37 | $25.40 | +0.1% | +0.6% | -0.1% | +1.5% | -0.9% | +2.2% |
| Apr 17 | Barclays | Maintains | Equal Weight → Equal Weight | — | $24.01 | $24.46 | +1.9% | +3.3% | +0.6% | +0.1% | +2.4% | -0.7% |
| Apr 10 | Evercore ISI | Maintains | In Line → In Line | — | $23.57 | $23.45 | -0.5% | +0.0% | +3.1% | +1.7% | -0.0% | -2.8% |
| Apr 10 | BMO Capital | Maintains | Outperform → Outperform | — | $23.57 | $23.45 | -0.5% | +0.0% | +3.1% | +1.7% | -0.0% | -2.8% |
| Apr 7 | Goldman Sachs | Maintains | Neutral → Neutral | — | $22.88 | $22.49 | -1.7% | -0.5% | +6.3% | -2.6% | +0.0% | +3.1% |
| Apr 1 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $24.29 | $24.50 | +0.9% | +0.1% | -0.7% | -5.2% | -0.5% | +6.3% |
| Feb 12 | Goldman Sachs | Maintains | Neutral → Neutral | — | $26.44 | $26.91 | +1.8% | -0.8% | +1.1% | -0.5% | +1.3% | -1.4% |
| Jan 28 | Goldman Sachs | Maintains | Neutral → Neutral | — | $27.16 | $26.90 | -1.0% | +1.5% | +0.6% | -1.6% | +0.4% | -3.2% |
| Jan 28 | Argus | Maintains | Buy → Buy | — | $27.16 | $26.90 | -1.0% | +1.5% | +0.6% | -1.6% | +0.4% | -3.2% |
| Jan 28 | Barclays | Maintains | Equal Weight → Equal Weight | — | $27.16 | $26.90 | -1.0% | +1.5% | +0.6% | -1.6% | +0.4% | -3.2% |
| Jan 28 | RBC Capital | Maintains | Outperform → Outperform | — | $27.16 | $26.90 | -1.0% | +1.5% | +0.6% | -1.6% | +0.4% | -3.2% |
| Jan 21 | RBC Capital | Upgrade | Sector Perform → Outperform | — | $27.91 | $28.66 | +2.7% | +4.5% | +0.2% | -2.9% | +0.8% | -5.1% |
| Jan 20 | JP Morgan | Maintains | Neutral → Neutral | — | $29.44 | $28.64 | -2.7% | -5.2% | +4.5% | +0.2% | -2.9% | +0.8% |
| Jan 15 | Barclays | Maintains | Equal Weight → Equal Weight | — | $28.25 | $28.45 | +0.7% | +4.0% | +0.2% | -5.2% | +4.5% | +0.2% |
| Dec 17 | Deutsche Bank | Upgrade | Hold → Buy | — | $26.03 | $26.59 | +2.2% | +1.4% | +0.3% | +2.0% | +1.3% | -0.9% |
| Dec 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $26.03 | $26.59 | +2.2% | +1.4% | +0.3% | +2.0% | +1.3% | -0.9% |
| Dec 12 | Barclays | Maintains | Equal Weight → Equal Weight | — | $27.00 | $27.14 | +0.5% | -2.7% | -0.8% | -0.0% | +1.4% | +0.3% |
| Dec 10 | BMO Capital | Maintains | Outperform → Outperform | — | $26.54 | $26.66 | +0.5% | +1.5% | +0.3% | -2.7% | -0.8% | -0.0% |
| Nov 25 | Goldman Sachs | Maintains | Neutral → Neutral | — | $23.81 | $23.75 | -0.3% | +1.8% | +1.2% | -0.3% | +0.9% | -1.7% |
| Oct 30 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $24.10 | $24.03 | -0.3% | -2.6% | +0.9% | -0.5% | -1.4% | +0.6% |
| Oct 29 | Goldman Sachs | Maintains | Neutral → Neutral | — | $23.96 | $23.92 | -0.2% | +0.6% | -2.6% | +0.9% | -0.5% | -1.4% |
| Oct 29 | Barclays | Maintains | Equal Weight → Equal Weight | — | $23.96 | $23.92 | -0.2% | +0.6% | -2.6% | +0.9% | -0.5% | -1.4% |
| Oct 21 | Barclays | Maintains | Equal Weight → Equal Weight | — | $22.84 | $22.77 | -0.3% | +0.4% | -0.7% | -0.4% | +1.4% | +2.0% |
| Oct 9 | Evercore ISI | Maintains | In Line → In Line | — | $24.00 | $24.11 | +0.5% | -0.4% | -6.0% | +3.6% | +0.7% | +0.6% |
| Oct 6 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $24.04 | $24.08 | +0.2% | +0.4% | -0.1% | -0.4% | -0.4% | -6.0% |
| Oct 2 | BofA Securities | Maintains | Neutral → Neutral | — | $23.09 | $23.11 | +0.1% | +2.3% | +1.8% | +0.4% | -0.1% | -0.4% |
| Sep 29 | Citigroup | Maintains | Neutral → Neutral | — | $22.72 | $22.85 | +0.6% | +1.2% | -0.3% | +0.7% | +2.3% | +1.8% |
| Sep 5 | Evercore ISI | Maintains | In Line → In Line | — | $21.96 | $22.10 | +0.6% | +0.1% | +0.0% | +1.0% | -0.3% | +1.8% |
| Jul 23 | Barclays | Maintains | Equal Weight → Equal Weight | — | $21.25 | $21.41 | +0.8% | +0.9% | -0.0% | +1.8% | -0.6% | +0.2% |
| Jul 21 | TD Cowen | Upgrade | Hold → Buy | — | $19.92 | $20.21 | +1.5% | +1.4% | +5.2% | +0.9% | -0.0% | +1.8% |
| Jul 16 | Barclays | Maintains | Equal Weight → Equal Weight | — | $16.74 | $16.87 | +0.8% | +0.8% | +2.4% | +15.3% | +1.4% | +5.2% |
| Jul 11 | Wells Fargo | Upgrade | Underweight → Equal Weight | — | $17.40 | $17.30 | -0.6% | +0.2% | -0.5% | -3.5% | +0.8% | +2.4% |
| Jul 10 | RBC Capital | Maintains | Sector Perform → Sector Perform | — | $16.95 | $17.01 | +0.4% | +2.7% | +0.2% | -0.5% | -3.5% | +0.8% |
| Jul 2 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $16.17 | $16.31 | +0.9% | +2.6% | +0.8% | -0.1% | -0.2% | +1.6% |
| Jun 27 | Goldman Sachs | Maintains | Neutral → Neutral | — | $15.58 | $15.66 | +0.5% | +0.8% | +0.4% | +2.5% | +2.6% | +0.8% |
| Jun 12 | Goldman Sachs | Maintains | Neutral → Neutral | — | $15.07 | $14.88 | -1.3% | -0.8% | -2.8% | +2.1% | -2.1% | +1.4% |
| Jun 9 | Barclays | Maintains | Equal Weight → Equal Weight | — | $14.39 | $14.58 | +1.3% | +2.0% | +0.9% | +1.8% | -0.8% | -2.8% |
| Apr 23 | Goldman Sachs | Maintains | Neutral → Neutral | — | $13.49 | $13.95 | +3.4% | +0.1% | +4.1% | -1.0% | +0.1% | +0.1% |
| Apr 23 | Barclays | Maintains | Equal Weight → Equal Weight | — | $13.49 | $13.95 | +3.4% | +0.1% | +4.1% | -1.0% | +0.1% | +0.1% |
| Apr 23 | Evercore ISI | Maintains | In Line → In Line | — | $13.49 | $13.95 | +3.4% | +0.1% | +4.1% | -1.0% | +0.1% | +0.1% |
| Apr 17 | Morgan Stanley | Maintains | Equal Weight → Equal Weight | — | $12.64 | $12.71 | +0.6% | +1.3% | -2.7% | +8.3% | +0.1% | +4.1% |
| Apr 16 | JP Morgan | Maintains | Neutral → Neutral | — | $13.08 | $12.83 | -1.9% | -3.4% | +1.3% | -2.7% | +8.3% | +0.1% |
| Apr 16 | Barclays | Maintains | Equal Weight → Equal Weight | — | $13.08 | $12.83 | -1.9% | -3.4% | +1.3% | -2.7% | +8.3% | +0.1% |
| Apr 14 | Goldman Sachs | Maintains | Neutral → Neutral | — | $12.78 | $13.10 | +2.5% | +1.5% | +0.8% | -3.4% | +1.3% | -2.7% |
| Apr 11 | Evercore ISI | Maintains | In Line → In Line | — | $12.69 | $12.56 | -1.0% | +0.7% | +1.5% | +0.8% | -3.4% | +1.3% |
No insider trades available.
8-K
Invesco Ltd. -- 8-K Filing
May 11
8-K
Invesco LTD -- 8-K Filing
Invesco's Q1 2026 results show strong client demand across its diversified global investment platform, indicating operational resilience and growth potential regardless of market conditions.
Apr 28
8-K
Unknown — 8-K Filing
Invesco's $91 billion AUM decline from poor market returns signals reduced fee revenue and potential profitability pressure, directly threatening earnings growth and shareholder returns.
Apr 10
8-K
Unknown — 8-K Filing
Invesco's $9 billion market-driven AUM increase signals strong asset base growth, boosting fee revenue potential and validating investor confidence, though investors should note this gain depends on market conditions remaining favorable.
Mar 10
8-K
Invesco LTD -- 8-K Filing
I cannot provide a meaningful analysis because the summary provided contains only HTML code and formatting elements rather than substantive filing information about Invesco's actual business event or transaction.
Feb 23
8-K
Invesco LTD -- 8-K Filing
Invesco's assets under management grew $39 billion from favorable market returns despite experiencing $0.3 billion inflows offset by $0.2 billion money market outflows.
Feb 10
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|---|---|---|---|---|---|
| 1 | Vanguard Capital Management Llc | 27,965,063 | $679M | New | Mar 2026 |
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| 3 | Vanguard Portfolio Management Llc | 19,262,823 | $468M | New | Mar 2026 |
| 4 | Morgan Stanley | 14,677,552 | $386M | Reduced | Dec 2025 |
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| 16 | Wealth Enhancement Advisory Services, Llc | 1,921,158 | $54M | Added | Dec 2025 |
| 17 | Los Angeles Capital Management Llc | 2,095,572 | $51M | Added | Mar 2026 |
| 18 | Nuveen, Llc | 1,950,118 | $47M | — | Mar 2026 |
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| 20 | Point72 Asset Management | 1,603,062 | $39M | Reduced | Mar 2026 |
Mutual Funds / ETFs (N-PORT) — Top 20
All ↗
Valuation
Market Cap
$12.47B
Enterprise Value
$20.51B
P/E (TTM)
-17.59x
Forward P/E
10.88x
PEG Ratio
0.18x
P/B
0.98x
P/S
2.00x
P/FCF
8.86x
EV/EBITDA
14.90x
Shares Out
453.8M
Financials (TTM)
Revenue
$6.38B
Net Income
-$281.7M
EBITDA
$1.38B
Free Cash Flow
$1.44B
Op Cash Flow
$1.53B
EPS Basic
$-1.61
EPS Diluted
$-1.60
EPS Forward
$2.59
Gross Margin
43.2%
Op Margin
-10.9%
Net Margin
-4.4%
Balance Sheet
Total Assets
$27.09B
Total Liab.
$14.09B
Total Equity
$13.00B
Cash
$1.98B
LT Debt
$9.72B
Book Value/Sh
$28.82
Debt/Equity
0.83x
Current Ratio
43.01
Quick Ratio
43.01
Returns & Growth
ROE
4.6%
ROA
2.1%
ROIC
-1.2%
Rev Growth YoY
+5.1%
EPS Growth YoY
-236.4%
Price Returns
2W
+2.6%
1M
+8.7%
3M
+8.5%
6M
+16.5%
12M
+97.0%
Technicals
52W High
$29.82
52W Low
$14.51
50d MA
$26.70
200d MA
$25.28
RSI (14)
47.80
ATR (14)
$0.94
Beta
1.63
Avg Volume
5.0M
Dividends
Div Rate
$1.29
Div Yield
5.0%
Frequency
4
Ex-Div Date
Feb 13, 2026
Analyst Price Targets
Consensus
$29.45
High
$34.50
Low
$26.00
Median
$29.50
Data updated apr 25, 2026 4:32pm
· Source: financialmodelingprep.com