IVZ

Invesco Ltd

28.68

Oct 28 • 3:50 PM ET +0.25 (0.90%)

Financial Asset Management USA Large NYSE

Oct 27, 12:06 PMFitch revises Invesco outlook to negative from stable, affirms 'A' rating on leverage from $1.5B debt-funded preferred redemption plan

Peers: BEN TROW AB AMG BLK VCTR FHI STT WT APAM

| Held by: VTI VOO VB DVY VBR DFSV RSP IVV DFAT SPY

Scroll to Statements

Index	S&P 500
Market Cap	12.66B
Enterprise Value	25.59B
Income	-316.00M
Sales	7.34B
Book/sh	28.74
Cash/sh	2.19
Dividend Est.	0.86 (2.99%)
Dividend TTM	0.85 (2.96%)
Dividend Ex-Date	Nov 13, 2026
Dividend Gr. 3/5Y	4.37% 1.25%
Payout	-
Employees	7499
IPO	Aug 25, 1995

P/E	-
Forward P/E	8.70
PEG	0.37
P/S	1.73
P/B	1.00
P/C	13.12
P/FCF	6.48
EV/EBITDA	14.60
EV/Sales	3.49
Quick Ratio	0.99
Current Ratio	0.27
Debt/Eq	0.82
LT Debt/Eq	0.82
Option/Short	Yes / Yes

EPS (ttm)	-0.71
EPS next Y	3.30
EPS next Q	0.78
EPS this Y	37.60%
EPS next Y	18.00%
EPS next 5Y	23.25%
EPS past 3/5Y	- -
Sales past 3/5Y	2.86% 0.83%
EPS Y/Y TTM	-173.65%
Sales Y/Y TTM	16.65%
EPS Q/Q	-1.93%
Sales Q/Q	13.03%
Earnings	Oct 27 BMO
EPS/Sales Surpr.	-2.65% -0.13%

Insider Own	0.70%
Insider Trans	-6.72%
Inst Own	98.13%
Inst Trans	0.48%
ROA	-0.28%
ROE	-0.59%
ROIC	-0.34%
Gross Margin	66.88%
Oper. Margin	23.64%
Profit Margin	-4.30%
SMA20	-1.76%
SMA50	-6.47%
SMA200	2.51%
Trades

Shs Outstand	439.50M
Shs Float	438.40M
Short Float	3.74%
Short Ratio	3.57
Short Interest	16.40M
52W High	33.66 -14.78%
52W Low	21.82 31.46%
Volatility	2.51% 2.74%
ATR (14)	0.85
RSI (14)	43.05
Beta	1.66
Rel Volume	0.83
Avg Volume	4.59M
Volume	3,705,837

Perf Week	-1.93%
Perf Month	-5.70%
Perf Quarter	-2.50%
Perf Half Y	11.88%
Perf YTD	9.19%
Perf Year	19.72%
Perf 3Y	124.80%
Perf 5Y	12.53%
Perf 10Y	0.51%
Recom	2.28
Target Price	35.07
Prev Close	28.43
Price	28.68
Change %	0.90%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-07-26	Resumed	UBS	Buy	$41
Sep-09-26	Resumed	Keefe Bruyette	Outperform	$39
Apr-29-26	Downgrade	Argus	Buy → Hold
Jan-21-26	Upgrade	RBC Capital Mkts	Sector Perform → Outperform	$35
Dec-17-25	Upgrade	Deutsche Bank	Hold → Buy	$31
Oct-03-25	Initiated	BMO Capital Markets	Outperform	$28
Jul-21-25	Upgrade	TD Cowen	Hold → Buy	$25
Jul-11-25	Upgrade	Wells Fargo	Underweight → Equal Weight	$18
Apr-09-25	Downgrade	TD Cowen	Buy → Hold	$22 → $13
Sep-12-24	Initiated	Wells Fargo	Underweight	$16
Aug-27-24	Initiated	Barclays	Equal Weight	$18
Jan-04-24	Initiated	TD Cowen	Outperform	$21
Dec-14-23	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$15.50 → $20
Jul-10-23	Resumed	BMO Capital Markets	Market Perform	$15 → $21
May-19-23	Initiated	Citigroup	Neutral	$16
Mar-29-23	Upgrade	Credit Suisse	Underperform → Neutral	$14.50 → $15
Jan-10-23	Downgrade	UBS	Buy → Neutral	$19 → $20
Dec-15-22	Initiated	Wells Fargo	Overweight	$22
Oct-26-22	Downgrade	Credit Suisse	Neutral → Underperform	$13 → $11.50
Oct-19-22	Initiated	Credit Suisse	Neutral	$13

Show Previous Ratings

Oct-27-26 12:59PM	Anthropic Expands Claude Advisor Tool (Wealth Management)
12:00PM	Invesco Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude (PR Newswire)
11:24AM	Fitch cuts Invesco outlook to negative on $1.5B preferred redemption (Investing.com)
11:13AM	Invesco Narrowly Misses On EPS As Margin Expansion And The Preferred Buyback Contend With Slower Flows And Fee Compression (Earnings Whispers)
07:02AM	Invesco: Q3 Earnings Snapshot (Associated Press)
06:55AM	Loading…
06:55AM	Invesco Reports Results for the Three Months Ended September 30, 2026 (PR Newswire)
Oct-21-26 05:35AM	European shares edge higher as strong earnings offset French unrest worries (Reuters)
Oct-20-26 05:00PM	ETF League Tables: Invesco Inflows Total $4.3B (etf.com)
01:55PM	Nontraded REITs Raise $692M Against $117M in Redemptions (CRE Daily)
Oct-19-26 02:43PM	Ares, Invesco Nontraded REITs Raise Nearly 6 Times Capital Redeemed In Q3 (Bisnow)
Oct-16-26 06:15PM	Nasdaq 100 Records Worst Week In 18 Months As Investors Steer Clear Of Chipmakers AAPL, MSTR, UBER, SOXX In Focus (Stocktwits)
Oct-14-26 12:02AM	Not Everything Needs to Be an ETF, Invescos Brian Hartigan says (The Daily Upside)
Oct-12-26 05:00PM	ETF League Tables: Invesco Picks Up $3.7B (etf.com)
Oct-09-26 06:55AM	Invesco Ltd. Announces September 30, 2026 Assets Under Management (PR Newswire)
Oct-01-26 02:01PM	Invesco EQV European Equity Fund's Top Q3 2026 Move: BOC Hong Kong Holdings Ltd at a 2. ... (GuruFocus.com)
12:00PM	Loading…
12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
09:00AM	Invesco Ltd. to Announce Third Quarter 2026 Results (PR Newswire)
Sep-28-26 10:00AM	LDIC Welcomes Portfolio Manager David Pirie, CFA to its Investment Team (TMX Newsfile)
Sep-24-26 11:48AM	Ondo Finance to Tokenize Three Investment Portfolios Using BlackRock Strategies (CryptoProwl)
Sep-23-26 09:00AM	The Invesco QQQ Innovation Suite Expands with the Launch of Invesco Nasdaq International Innovators 100 ETF (QQI) (PR Newswire)
Sep-22-26 12:03AM	Do Employees Even Want Alts in 401(k)s? (The Daily Upside)
Sep-21-26 06:04PM	Nasdaq Ends Nearly 3% Higher As AI Stocks Pop, AMD Enters $1 Trillion Club AMD, ARM, META, AMZN, PSKY In Focus (Stocktwits)
10:12AM	SEC Gives a Nod to Nocturnal Traders (The Daily Upside)
10:01AM	Invesco Defined Contribution Survey Reveals Plan Participants are Open to Private Markets and AI Alongside Greater Education and Control (PR Newswire)
Sep-10-26 04:15PM	Invesco Ltd. Announces August 31, 2026 Assets Under Management (PR Newswire)
Sep-04-26 01:21PM	Biggest UK Investment Platform Lists Bitcoin For 2 Million Users (BeInCrypto)
Sep-03-26 04:16PM	Bessent 'Wants To Win', Drive Yields Lower: Brill (Bloomberg)
01:30PM	UK trading platform Hargreaves Lansdown ends its crypto holdout (Yahoo Finance Video)
06:02AM	Wall St futures subdued as investors weigh earnings, oil prices (Reuters)
Sep-01-26 10:39AM	Invesco S&P 500 Equal Weight ETF (RSP) Reaches $100 Billion AUM Milestone (PR Newswire)
05:12PM	Loading…
Aug-31-26 05:12PM	Invesco Announces Retirement of Andrew Lo and Appointment of Marty Franc as Senior Managing Director and Head of Asia Pacific (PR Newswire)
12:01AM	Is Concentration Causing Investors to Fear the Market-Weighted Index? (The Daily Upside)
Aug-26-26 06:08AM	Treasuries Edge Lower Before PCE Data With Fed Risks in Focus (Bloomberg)
12:03AM	Amber Waves of Grain Are Up By 28% (The Daily Upside)
Aug-24-26 08:19AM	SharpLinks Ethereum Treasury Draws 60% Institutional Ownership (CoinGape)
08:00AM	ETF Closures Have Nearly Doubled This Year. What to Do If Your Fund Closes. (Barrons.com)
03:00AM	ETF Closures Have Nearly Doubled as New Funds Flood the Market (Barrons.com)
Aug-22-26 10:09AM	Invesco Cuts Fees 20% to Stem Property Fund Redemptions (CRE Daily)
Aug-21-26 09:55AM	Invesco Slashes Fees 20% to Get Property Fund Investors to Stop Pulling Cash (Wealth Management)
Aug-19-26 08:24PM	The 10 Most Popular AI ETFs of 2026 (etf.com)
Aug-18-26 02:46PM	Invesco Revamps, Expands Platform for Custom Strategies (Wealth Management)
08:30AM	Invesco Advances Global Solutions & Custom Strategies Platform (PR Newswire)
12:03AM	Schwab on the Hunt for Long-Short Strategies Director (The Daily Upside)
Aug-14-26 11:53AM	Invesco Real Estate Loan Originations Rise 112% in 2026 (CRE Daily)
Aug-13-26 09:00AM	Invesco Real Estate Closes on $3.2 Billion in Loan Commitments in H1 2026 (PR Newswire)
08:24AM	Cryptos Wall Street Era Arrives as Retail Buzz, Liquidity Fade (Bloomberg)
Aug-11-26 06:55AM	Invesco Ltd. Announces July 31, 2026 Assets Under Management (PR Newswire)
Aug-10-26 08:14AM	Bitcoin ETFs Draw $854M Over Five Days as Rate-Hike Bets Fade (decrypt)
Aug-03-26 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
Jul-30-26 08:23AM	SPMO ETF Hides A Heavy Tech Tilt (Trefis)
Jul-29-26 11:27AM	Why equal-weighted ETFs are such a 'simple solution' to tech concentration risks (Yahoo Finance Video)
09:30AM	SOXQ ETF Is A Sharper Bet Than Its Name Suggests (Trefis)
Jul-28-26 05:01PM	Invesco Ltd (IVZ) Q2 2026 Earnings Call Highlights: Record Net Inflows and Robust Revenue Growth (GuruFocus.com)
07:24AM	Invesco Reports Net Income In Q2 (RTT News)
07:02AM	Invesco: Q2 Earnings Snapshot (Associated Press)
06:55AM	Invesco Reports Results for the Three Months Ended June 30, 2026 (PR Newswire)
Jul-27-26 04:44PM	What Is The Growth In QQQ Actually Costing You? (Trefis)
Jul-24-26 12:00AM	Barclays Trading Boss Hunts for Growth Against Wall Street Giants (Bloomberg)
Jul-20-26 07:00AM	$100 Billion ETFs: Meet the New Class of Mega-Funds (ETF Trends)
Jul-17-26 08:27AM	What Is Kimi K3? The Chinese AI Model That Has Wall Street Talking (Stocktwits)
Jul-10-26 08:00AM	Invesco Ltd. Announces June 30, 2026 Assets Under Management (PR Newswire)
Jul-09-26 04:30PM	INVESCO Ltd. stock outperforms competitors on strong trading day (MarketWatch) +5.85%
01:39PM	Plume Brings Bitwise and Invesco RWA Yield to Binance Wallet (CryptoProwl)
11:18AM	STG Logistics exits Chapter 11 as intermodal market heats up (FreightWaves)
12:03AM	BlackRock Takes On Invesco, State Street With New Nasdaq-100 ETF (The Daily Upside)
12:01AM	Long-Short SMAs Aim to Keep the Tax Losses Flowing (The Daily Upside)
Jul-07-26 07:45AM	Tech Volatility Hits Highest Since Dot-Com Bust Next to S&P 500 (Bloomberg)
07:32AM	BlackRock to launch Nasdaq-100 ETF, challenging Invesco's dominance as AI rally boosts demand (Reuters)
Jul-06-26 09:10PM	Analysis-China breaks step with global markets, and investors buy in (Reuters)
07:00PM	SpaceX joins Nasdaq 100, SK Hynix makes US debut: What to Watch (Yahoo Finance Video)
09:10AM	Tech stocks live: SpaceX stock gets its next catalyst, Samsung earnings on deck (Yahoo Finance)
06:00AM	The Investors Scrambling to Keep SpaceX - and Elon Musk - Out of Their Portfolios (Bloomberg)
Jul-05-26 09:00AM	SK Hynix Seeks Access to AI Investors in $29 Billion US Listing (Bloomberg)
Jul-04-26 08:15AM	5 Ways To Increase Your Investment Income In Retirement (Kiplinger)
Jul-02-26 04:17PM	Wall Street Bets Rallying Markets Will Absorb Every Market Blow (Bloomberg)
04:15PM	Invescos Brill criticizes SpaceX bond sale performance (Investing.com)
Jul-01-26 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
09:00AM	Invesco Ltd. to Announce Second Quarter 2026 Results (PR Newswire)
08:18AM	S&P Winning Streak for July at Risk With Volatile End to Month (Bloomberg)
Jun-29-26 03:59PM	More Nasdaq 100 ETFs Are Coming. That Means More Buyers For SpaceX Stock (Investopedia)
01:01PM	Invesco EQV European Equity Fund's Strategic Moves: Samsung Electronics Co Ltd Takes Center Stage (GuruFocus.com)
Jun-27-26 03:07AM	SpaceX to join Nasdaq 100 on July 7, set for billions in passive fund inflows (Investing.com)
Jun-26-26 09:40PM	SpaceX rises modestly ahead of Russell rebalance, Nasdaq entry next (Reuters)
Jun-25-26 08:30PM	Invesco Targets Stablecoin Reserves With New Tokenized Money Market Fund (CryptoProwl)
12:03AM	State Street Takes on Invescos QQQ with New Nasdaq-100 ETF (The Daily Upside)
Jun-24-26 09:35AM	When Markets Move, Trend-following ETFs Drop One Asset for Another (The Daily Upside)
Jun-23-26 04:30PM	INVESCO Ltd. stock underperforms Tuesday when compared to competitors (MarketWatch) -6.12%
Jun-22-26 03:42PM	QQQ vs QQQM: Same Nasdaq-100 Index, One Clear Winner for Long-Term Investors (etf.com)
Jun-17-26 12:01AM	Why Bond Ladder ETFs Are All the Rage (The Daily Upside)
Jun-15-26 05:01PM	US Bonds Rally as Traders Trim Fed Rate-Hike Bets on Iran Deal (Bloomberg)
Jun-10-26 08:45AM	Invesco Increases Optionality of its BulletShares Defined Maturity ETF Suite by adding Treasury Bond ETFs (PR Newswire)
Jun-09-26 04:15PM	Invesco Ltd. Announces May 31, 2026 Assets Under Management (PR Newswire)
12:03AM	How Advisors Plan on Exposing Clients to SpaceX (The Daily Upside)
Jun-08-26 07:08PM	S&P 500, Nasdaq end up as chipmakers rebound (Reuters Videos)
Jun-05-26 07:00AM	Chilling in Money-Market Funds is the Hot Retail Strategy Now (Bloomberg)
Jun-03-26 09:50AM	Invesco High Income Trust II Announces Portfolio Management Changes (PR Newswire)
Jun-02-26 04:15PM	Invesco Ltd. to Participate in the Morgan Stanley U.S. Financials Conference (PR Newswire)
Jun-01-26 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
07:49AM	CI Global Asset Management Completes Acquisition of Invesco's Canadian Investment Fund Assets (PR Newswire)
May-28-26 03:31PM	How to play the ETF market without touching tech: Chart of the Day (Yahoo Finance Video)

Show Previous News

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
WOOD PHOEBE A	Director	Sep 11 '26	Sale	32.44	3,000	97,320	107,111	Sep 14 01:37 PM
WOOD PHOEBE A	Director	Sep 11 '26	Proposed Sale	32.44	3,000	97,322		Sep 11 03:08 PM
Lo Andrew Tak Shing	Senior Managing Director	Sep 09 '26	Sale	32.20	100,840	3,247,048	812,477	Sep 10 02:02 PM
Lo Andrew Tak Shing	Senior Managing Director	Sep 08 '26	Sale	32.84	42,530	1,396,898	913,317	Sep 10 02:02 PM
Butcher Stephanie	Senior Managing Director	Sep 09 '26	Sale	32.28	45,095	1,455,779	10,205	Sep 10 02:00 PM
Lo Andrew Tak Shing	Officer	Sep 09 '26	Proposed Sale	32.20	100,840	3,247,175		Sep 09 04:47 PM
Butcher Stephanie	Officer	Sep 09 '26	Proposed Sale	32.28	45,095	1,455,783		Sep 09 01:15 PM
DUKES LAURA ALLISON	Chief Financial Officer	Sep 04 '26	Sale	33.16	31,075	1,030,537	259,183	Sep 09 12:33 PM
DUKES LAURA ALLISON	Officer	Sep 04 '26	Proposed Sale	33.16	31,075	1,030,537		Sep 08 05:56 PM
Lo Andrew Tak Shing	Officer	Sep 08 '26	Proposed Sale	32.85	42,530	1,396,902		Sep 08 04:28 PM
Lo Andrew Tak Shing	Senior Managing Director	Jul 02 '26	Option Exercise	0.00	116,754	0	955,847	Jul 07 10:35 AM
Sharp Douglas J	Senior Managing Director	Oct 31 '25	Sale	23.56	160,000	3,768,832	192	Nov 03 04:10 PM
Sharp Douglas J	Officer	Oct 31 '25	Proposed Sale	23.56	160,000	3,768,838		Oct 31 03:10 PM

Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

PresidentMr. Andrew Ryan Schlossberg

Senior MD & CFOMs. Laura Allison Dukes

Senior MD & Head of Asia PacificMr. Andrew Tak Shing Lo

Senior MDMr. Douglas J. Sharp

Senior MD & Co-Head of InvestmentsMr. Tony L. Wong

open in yahoo | open in reuters | open in marketwatch | open in google | open in EDGAR

IVZ

Invesco Ltd

Upgrade your Finviz experience