IVZ

Invesco Ltd

May 19 • 04:00PM ET

26.47

-0.92 -3.36 %

Financial • Asset Management • USA • Large • NYSE

Peers: BEN JHG TROW BLK FHI AMG APAM VCTR SEIC VRTS

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

Index	S&P 500	P/E	-	EPS (ttm)	-1.49	Insider Own	0.78%	Shs Outstand	443.30M	Perf Week	-6.73%
Market Cap	11.73B	Forward P/E	8.99	EPS next Y	2.94	Insider Trans	0.00%	Shs Float	439.86M	Perf Month	6.09%
Enterprise Value	15.51B	PEG	0.51	EPS next Q	0.61	Inst Own	96.08%	Short Float	4.03%	Perf Quarter	-1.01%
Income	-667.00M	P/S	1.73	EPS this Y	26.66%	Inst Trans	2.02%	Short Ratio	3.27	Perf Half Y	12.54%
Sales	6.78B	P/B	1.20	EPS next Y	14.53%	ROA	-0.89%	Short Interest	17.73M	Perf YTD	0.76%
Book/sh	21.98	P/C	6.88	EPS next 5Y	17.66%	ROE	-1.81%	52W High	29.61 -10.60%	Perf Year	72.67%
Cash/sh	3.85	P/FCF	6.64	EPS past 3/5Y	- -	ROIC	-1.71%	52W Low	14.10 87.73%	Perf 3Y	73.69%
Dividend Est.	0.86 (3.25%)	EV/EBITDA	10.00	Sales past 3/5Y	2.86% 0.83%	Gross Margin	65.08%	Volatility	2.95% 3.05%	Perf 5Y	-1.23%
Dividend TTM	0.84 (3.19%)	EV/Sales	2.29	EPS Y/Y TTM	-218.32%	Oper. Margin	20.71%	ATR (14)	0.87	Perf 10Y	-8.06%
Dividend Ex-Date	May 15, 2026	Quick Ratio	1.25	Sales Y/Y TTM	11.02%	Profit Margin	-9.84%	RSI (14)	50.94	Recom	2.36
Dividend Gr. 3/5Y	4.37% 1.25%	Current Ratio	1.25	EPS Q/Q	34.73%	SMA20	-0.74%	Beta	1.58	Target Price	29.05
Payout	-	Debt/Eq	0.16	Sales Q/Q	16.87%	SMA50	5.98%	Rel Volume	1.36	Prev Close	27.39
Employees	7499	LT Debt/Eq	0.16	Earnings	Apr 28 BMO	SMA200	7.53%	Avg Volume	5.43M	Price	26.47
IPO	Aug 25, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	-1.20% -0.34%	Trades		Volume	7,361,673	Change	-3.36%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jun-13-22	Downgrade	BMO Capital Markets	Outperform → Market Perform	$25 → $20
Apr-12-22	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$25

Show Previous Ratings

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May-13-26 09:00AM	Invesco Ltd. to Participate in Bernstein's Annual Strategic Decisions Conference (PR Newswire)
04:15PM	Loading…
May-11-26 04:15PM	Invesco Ltd. Announces April 30, 2026 Assets Under Management (PR Newswire)
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Apr-27-26 11:31AM	STG Logistics nears bankruptcy exit (FreightWaves)
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Apr-22-26 12:01AM	RayJay Hires Strategy Chief to Support Expansion of ETF Biz (The Daily Upside)
Apr-21-26 12:00PM	Institutional Investors Are Rapidly Expanding Usage of ETFs (PR Newswire)
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Apr-10-26 08:00AM	Invesco Ltd. Announces March 31, 2026 Assets Under Management (PR Newswire)
Apr-08-26 11:52AM	What BlackRock, State Street's rival QQQ ETFs mean for investors (Yahoo Finance Video) +6.32%
12:03AM	State Street Follows BlackRock With Filing to Challenge Invescos QQQ (The Daily Upside)
Apr-07-26 11:34AM	BlackRock, State Street File for First ETFs to Challenge Invesco's QQQ (The Wall Street Journal)
07:17AM	BlackRock Files Nasdaq 100 ETF To Challenge Invesco's Long-Held Dominance (GuruFocus.com)
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Mar-26-26 07:02AM	Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs (The Daily Upside)
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07:30AM	Invesco takes over Superstates $900 million T-bill fund as Wall Street accelerates tokenization push (Fortune)
07:30AM	Invesco and Superstate Advance Institutional Tokenization Through USTB Partnership (PR Newswire)
Mar-23-26 12:01AM	QQQ Gets an Equal Weight Buddy (The Daily Upside)
Mar-19-26 04:00AM	Say thank you and get out: Why one top strategist says to dump Magnificent 7 stocks now (Fortune)
Mar-18-26 09:00AM	Invesco Expands the Invesco QQQ Innovation Suite with the Launch of Invesco QQQ Equal Weight ETF (QEW) (PR Newswire)
Mar-17-26 10:44PM	Monitoring Inflationary Impact of Middle East Conflict, Invesco Says (Bloomberg)
03:00AM	S&P 500 will return just 3% a year for the next decade, top strategist warns (Fortune)
Mar-16-26 05:12PM	Risks to the country's growth story are mounting, says Bartlett's Holly Mazzocca (CNBC TV)
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Mar-12-26 08:54PM	Investors Hunt for Hedges as War Shatters Decades-Old Strategies (Bloomberg)
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Mar-06-26 06:00AM	Wary Shoppers Drag Consumer Discretionary Earnings to 2020 Low (Bloomberg)
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Mar-04-26 11:30AM	Buy the dip or wait? How pros are investing now ( TheStreet)
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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 & Co-Head of InvestmentMr. Tony L. Wong

Senior MD & Co-Head of InvestmentMs. Stephanie Claire Butcher

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

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
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
Butcher Stephanie	Senior Managing Director	Sep 10 '25	Sale	22.12	103,192	2,282,710	29,855	Sep 12 11:19 AM
Butcher Stephanie	Officer	Sep 10 '25	Proposed Sale	22.12	103,192	2,282,708		Sep 10 12:59 PM

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IVZ

Invesco Ltd

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