IVZ

Invesco Ltd

26.30

Jun 29 • 04:00PM ET +0.14 (0.54%)

Financial Asset Management USA Large NYSE

Peers: BEN TROW JHG AB AMG BLK CNS VRTS WT EQH

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

Scroll to Statements

Index	S&P 500
Market Cap	11.66B
Enterprise Value	15.44B
Income	-667.00M
Sales	6.78B
Book/sh	21.98
Cash/sh	3.85
Dividend Est.	0.86 (3.27%)
Dividend TTM	0.84 (3.21%)
Dividend Ex-Date	May 15, 2026
Dividend Gr. 3/5Y	4.37% 1.25%
Payout	-
Employees	7499
IPO	Aug 25, 1995

P/E	-
Forward P/E	8.67
PEG	0.43
P/S	1.72
P/B	1.20
P/C	6.83
P/FCF	6.60
EV/EBITDA	9.95
EV/Sales	2.28
Quick Ratio	1.25
Current Ratio	1.25
Debt/Eq	0.16
LT Debt/Eq	0.16
Option/Short	Yes / Yes

EPS (ttm)	-1.49
EPS next Y	3.03
EPS next Q	0.62
EPS this Y	29.27%
EPS next Y	15.56%
EPS next 5Y	20.03%
EPS past 3/5Y	- -
Sales past 3/5Y	2.86% 0.83%
EPS Y/Y TTM	-218.32%
Sales Y/Y TTM	11.02%
EPS Q/Q	34.73%
Sales Q/Q	16.87%
Earnings	Apr 28 BMO
EPS/Sales Surpr.	-1.20% -0.34%

Insider Own	0.79%
Insider Trans	0.00%
Inst Own	97.24%
Inst Trans	2.28%
ROA	-0.89%
ROE	-1.81%
ROIC	-1.71%
Gross Margin	65.08%
Oper. Margin	20.71%
Profit Margin	-9.84%
SMA20	-4.90%
SMA50	-2.88%
SMA200	3.32%
Trades

Shs Outstand	443.30M
Shs Float	439.73M
Short Float	3.86%
Short Ratio	3.00
Short Interest	16.99M
52W High	29.82 -11.79%
52W Low	15.54 69.24%
Volatility	4.22% 3.56%
ATR (14)	0.98
RSI (14)	42.36
Beta	1.60
Rel Volume	0.73
Avg Volume	5.66M
Volume	4,146,594

Perf Week	-8.62%
Perf Month	-6.27%
Perf Quarter	13.36%
Perf Half Y	-3.34%
Perf YTD	0.11%
Perf Year	67.52%
Perf 3Y	57.01%
Perf 5Y	-0.83%
Perf 10Y	5.84%
Recom	2.36
Target Price	29.77
Prev Close	26.16
Price	26.30
Change	0.54%

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

Today 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	Loading…
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)
07:00AM	Loading…
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)
May-22-26 01:20PM	AdvizorPro: RIAs Continued Adding ETFs in Q1, Prioritized Risk Management (Wealth Management)
May-21-26 03:00AM	With bond yields surging to 4.7%, T-notes are looking like a better deal than the pricey S&P, says the Research Affiliates formula (Fortune)
May-19-26 11:13AM	Bankruptcy court approves STG Logistics reorganization plan (FreightWaves)
02:21AM	Nintendo Shares Rebound as AI Fatigue Fuels Japan Stock Rotation (Bloomberg)
May-16-26 09:00AM	Retail Euphoria Turns Six-Week Fund Into Record-Busting AI Trade (Bloomberg)
May-14-26 10:00AM	$300 Billion AI Debt Binge Spreads From Wall Street to Tokyo (Bloomberg)
May-13-26 09:00AM	Invesco Ltd. to Participate in Bernstein's Annual Strategic Decisions Conference (PR Newswire)
May-11-26 04:15PM	Invesco Ltd. Announces April 30, 2026 Assets Under Management (PR Newswire)
12:01AM	Some ESG Funds Are Booming. Thats Not the Whole Picture (The Daily Upside)
07:57PM	Loading…
May-09-26 07:57PM	Stock Traders Guide to Navigating High Stakes Trump-Xi Talks (Bloomberg)
May-06-26 12:02AM	Institutional Investors Nearly Doubled ETF Usage Over Past 5 Years (The Daily Upside)
May-01-26 04:29PM	Invescos Larosiliere Talks Income, Yield in 2026 (ETF Trends)
12:09PM	Wrap-Up From VettaFis Q2 Market Outlook Symposium (ETF Trends)
Apr-29-26 03:05AM	Invesco Ltd (IVZ) Q1 2026 Earnings Call Highlights: Record AUM and Strong Global Inflows Drive ... (GuruFocus.com)
Apr-28-26 12:52PM	Invesco Ltd. Q1 2026 Earnings Call Summary (Moby)
07:02AM	Invesco: Q1 Earnings Snapshot (Associated Press)
06:55AM	Invesco Reports Results for the Three Months Ended March 31, 2026 (PR Newswire)
12:40AM	Stock Traders Favor Asia Over US as Pre-War Playbook Returns (Bloomberg)
Apr-27-26 11:31AM	STG Logistics nears bankruptcy exit (FreightWaves)
12:03AM	BlackRock, State Street Want In on the Nasdaq 100. Can They Compete With Invescos QQQ? (The Daily Upside)
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)
Apr-13-26 06:30AM	Superstate and Invesco Expand Strategic Partnership (PR Newswire)
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)
12:02AM	Meet the BlackRock ETF Taking Aim at Invescos QQQ (The Daily Upside)
Apr-06-26 01:09PM	Invesco takes over Superstates $900M fund; Franklin Crypto in focus (CoinDesk) -5.22%
10:52AM	BlackRock Files to Challenge Invescos Nasdaq 100 ETF Monopoly (Wealth Management)
08:33AM	BlackRock Is Coming for the Most Profitable ETF Monopoly on Wall Street: Why It Could Win (BeInCrypto)
08:33AM	7 Reasons BlackRocks New Nasdaq-100 ETF Could Threaten Invescos QQQ Empire (BeInCrypto)
Apr-01-26 02:30PM	10 ETFs investors should consider in Q2 (Yahoo Finance Video)
12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
09:00AM	Invesco Ltd. to Announce First Quarter 2026 Results (PR Newswire)
Mar-31-26 04:08PM	Dollar Wraps Up Best Month Since July Amid War in Middle East (Bloomberg)
Mar-30-26 05:01PM	Invesco EQV European Equity Fund's Strategic Move: Taiwan Semiconductor Manufacturing Co Ltd ... (GuruFocus.com)
Mar-28-26 03:00PM	Inside Project Eagle, JPMorgans high-wire act to fund EA deal (Bloomberg)
Mar-26-26 07:02AM	Vanguard Joins Invesco in Race to Offer Bond Ladder ETFs (The Daily Upside)
Mar-25-26 02:24PM	Invescos $1B Superstate Partnership Shows Wall Street Is Moving Onchain (Coinage Coop)
Mar-24-26 09:43AM	Invesco Takes Over Tokenized Bond Fund (CryptoProwl)
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)
08:30AM	Invesco Supports U.S. Government Commitment to Long-Term Investment Opportunity for Children (PR Newswire)
Mar-12-26 08:54PM	Investors Hunt for Hedges as War Shatters Decades-Old Strategies (Bloomberg)
Mar-10-26 04:15PM	Invesco Ltd. Announces February 28, 2026 Assets Under Management (PR Newswire)
Mar-06-26 06:00AM	Wary Shoppers Drag Consumer Discretionary Earnings to 2020 Low (Bloomberg)
02:36AM	Vincorion Plans Frankfurt Listing as European Defense Spending Rises (The Wall Street Journal)
Mar-05-26 11:57AM	Im Retiring TodayThese Are the 3 ETFs Im Buying Right Now (24/7 Wall St.)
09:01AM	AMG Pivots Toward Alternatives Strategies: How is This Driving Growth? (Zacks)
Mar-04-26 11:30AM	Buy the dip or wait? How pros are investing now ( TheStreet)
Mar-03-26 12:31PM	Invesco QQQ Sponsor Spotlight (Bloomberg)
Mar-02-26 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
11:49AM	Webull Scheduled to Report Q4 Earnings: What's in the Cards? (Zacks)
11:45AM	Why Invesco (IVZ) is a Top Dividend Stock for Your Portfolio (Zacks)
12:02AM	Dozens of Issuers Win Dual Share Class Approval. Rolling Them Out Wont Be as Easy (The Daily Upside)
Feb-26-26 04:03PM	Rate Volatility Is Here To Stay - Invesco Bets On It With 4 New Fixed Income ETFs (Benzinga)
11:30AM	Invesco (IVZ) Down 2.8% Since Last Earnings Report: Can It Rebound? (Zacks)
09:40AM	Here's Why Invesco (IVZ) is a Strong Value Stock (Zacks)
09:26AM	Wall Street turns to complex trades to dodge AI implosions (Financial Times)
09:00AM	Invesco Expands Private Markets Access for Defined Contribution Market with Launch of Core Plus Real Estate Collective Investment Trust (PR Newswire)
07:30AM	Invesco Launches a CIT With Private Real Estate Exposure (Wealth Management)
Feb-25-26 09:00AM	Invesco Advances Its Fixed Income ETF Lineup with Launch of Four New Funds (PR Newswire)
Feb-24-26 03:59PM	Gold Pulls Back After Four-Day Ascent as Asian Traders Return (Bloomberg)
01:51PM	3 Monthly Dividend ETFs That Can Compound Into an Income Avalanche (24/7 Wall St.)
10:23AM	Retirees Should Know Why The High Yield Small Cap ETF XSHD Cut Payouts 28% (24/7 Wall St.)
Feb-20-26 04:16PM	Defense Funds Poised For Breakouts As Trump Readies Potential Iran Strike (Investor's Business Daily)
Feb-19-26 09:45AM	Here's Why Invesco (IVZ) is a Strong Growth Stock (Zacks)
Feb-18-26 11:26AM	Invesco Gains 16.6% in 3 Months: How to Play the Stock Now (Zacks)
07:00AM	Are Wall Street Analysts Predicting The Trade Desk Stock Will Climb or Sink? (Barchart)
02:32AM	Activist Investor Nelson Peltz' Trian Fund Cut Back On This Stock In Q4, But Held Steady On GE Aerospace (Benzinga)
Feb-17-26 10:05PM	Momentum Strategy Delivered 506% Returns but Now There Are Warning Signs (24/7 Wall St.)

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

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

$100 Off Your First Year Get Elite For Just $199.50

IVZ

Invesco Ltd

Upgrade your Finviz experience