IVZ

Invesco Ltd

Apr 08 • 03:00PM ET

23.83

+1.06 4.65 %

Financial • Asset Management • USA • NYSE

Apr 06, 1:01 PMBlackRock's Nasdaq-100 ETF filing challenges Invesco's QQQ dominance, triggering sharp drop.

Peers: BLK TROW BEN AMP STT NTRS BK JHG

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

Scroll to Statements

Index	S&P 500	P/E	-	EPS (ttm)	-1.62	Insider Own	0.70%	Shs Outstand	444.00M	Perf Week	-1.90%
Market Cap	10.59B	Forward P/E	8.09	EPS next Y	2.95	Insider Trans	-4.89%	Shs Float	441.20M	Perf Month	-0.22%
Enterprise Value	21.27B	PEG	0.48	EPS next Q	0.59	Inst Own	93.15%	Short Float	3.55%	Perf Quarter	-15.65%
Income	-726.30M	P/S	1.63	EPS this Y	28.71%	Inst Trans	3.84%	Short Ratio	2.67	Perf Half Y	-1.25%
Sales	6.51B	P/B	1.09	EPS next Y	12.72%	ROA	-1.04%	Short Interest	15.68M	Perf YTD	-9.30%
Book/sh	21.89	P/C	5.35	EPS next 5Y	16.79%	ROE	-2.10%	52W High	29.61 -19.53%	Perf Year	96.27%
Cash/sh	4.46	P/FCF	7.35	EPS past 3/5Y	- -	ROIC	-3.36%	52W Low	11.60 105.41%	Perf 3Y	50.62%
Dividend Est.	0.88 (3.68%)	EV/EBITDA	14.67	Sales past 3/5Y	2.86% 0.83%	Gross Margin	64.94%	Volatility	4.38% 3.50%	Perf 5Y	-7.93%
Dividend TTM	0.84 (3.53%)	EV/Sales	3.27	EPS Y/Y TTM	-236.08%	Oper. Margin	19.86%	ATR (14)	1.01	Perf 10Y	-19.50%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	1.20	Sales Y/Y TTM	8.37%	Profit Margin	-11.15%	RSI (14)	47.62	Recom	2.21
Dividend Gr. 3/5Y	4.37% 1.25%	Current Ratio	1.20	EPS Q/Q	-670.41%	SMA20	1.08%	Beta	1.63	Target Price	29.41
Payout	-	Debt/Eq	0.77	Sales Q/Q	14.50%	SMA50	-5.32%	Rel Volume	0.72	Prev Close	22.77
Employees	7499	LT Debt/Eq	0.77	Earnings	Apr 28 BMO	SMA200	1.44%	Avg Volume	5.87M	Price	23.83
IPO	Aug 25, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.47% 0.42%	Trades		Volume	3,631,044	Change	4.65%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-26-22	Reiterated	Morgan Stanley	Equal-Weight	$29 → $27

Show Previous Ratings

Today 11:52AM	What BlackRock, State Street's rival QQQ ETFs mean for investors (Yahoo Finance Video)
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)
01:09PM	Loading…
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)
07:02AM	Loading…
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	Loading…
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.)
06:18PM	Nelson Peltz's Strategic Moves: Invesco Ltd Sees a -6.51% Portfolio Impact (GuruFocus.com)
03:54AM	Invesco Sees Case for UK as Non-Tech Diversification Play (Bloomberg)
Feb-15-26 10:32PM	Q4 Earnings Roundup: Invesco (NYSE:IVZ) And The Rest Of The Custody Bank Segment (StockStory)
Feb-14-26 08:02AM	SPGPs 24.8% Sector Bet Only Requires One Thing to Beat The S&P 500 (24/7 Wall St.)
06:36AM	Invescos SPHQ ETF Smoked The S&P 500 With A Simple Screen (24/7 Wall St.)
Feb-13-26 02:25PM	Is a 100-Year Bond Worth Buying? (Bloomberg)
11:45AM	Invesco (IVZ) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
Feb-12-26 01:12PM	TROW's January AUM Rises 1.2% Sequentially: Will the Trend Continue? (Zacks)
12:34PM	Betting On A Weak US Dollar With Invescos UDN ETF Was Actually Brilliant (24/7 Wall St.)
10:41AM	Franklin Resources & Binance Unveil New Institutional Collateral Plan (Zacks)
Feb-10-26 10:01AM	US Retail Sales Stall in December (Bloomberg)
09:40AM	Here's Why Invesco (IVZ) is a Strong Value Stock (Zacks)
08:00AM	Invesco Ltd. Announces January 31, 2026 Assets Under Management (PR Newswire)
Feb-09-26 01:27PM	Apollo Global Stock Up as Q4 Earnings Top Estimates, AUM Increases Y/Y (Zacks)
08:37AM	Affiliated Managers Q4 Earnings on Deck: Here's What to Expect (Zacks)
08:23AM	3 ETFs Designed to Survive the Next Market Crash (MarketBeat)
01:55AM	U.S. Treasury Yields Rise as Market Focuses on Japans Election Results (The Wall Street Journal)
12:04AM	Long-Dated JGB Yields Could Face Upward Pressure on Takaichis Landslide Election Win (The Wall Street Journal)
Feb-08-26 11:00AM	'This probably seems overdone': Wall Street strategists weigh in on software stock sell-off (Yahoo Finance)
Feb-06-26 11:29AM	Apollo Set to Report Q4 Earnings: What's in the Cards for the Stock? (Zacks)
11:12AM	BEN's January AUM Rises 1.3% Sequentially: What's Driving Growth? (Zacks)
Feb-05-26 01:20PM	Ares Management Stock Falls as Q4 Earnings Miss, Expenses Rise Y/Y (Zacks)
11:40AM	IVZ or CG: Which Is the Better Value Stock Right Now? (Zacks)
11:26AM	KKR & Co. Shares Fall as Q4 Earnings Miss Estimates, AUM Rises Y/Y (Zacks)
Feb-04-26 12:52PM	T. Rowe Price Stock Down 6.4% as Q4 Earnings Miss, Expenses Rise Y/Y (Zacks)
09:25AM	Invesco Real Estate Closes on $3 Billion in Loans in H2 2025 (PR Newswire)
12:02AM	Skip the Super Bowl Parlay. These ETFs Offer a Way to Invest in Sports (The Daily Upside)
Feb-03-26 11:03PM	3 Reasons to Sell IVZ and 1 Stock to Buy Instead (StockStory)
08:39PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:23PM	10 Investment Must Reads for This Week (Feb. 3, 2026) (Wealth Management)
11:48AM	Ares Management Set to Report Q4 Earnings: What's in the Cards? (Zacks)
10:49AM	JPMorgan Flags A New ETF Fee Risk As Robinhood's Zero-Commission Era Backfires (Benzinga)
10:31AM	KKR & Co. to Post Q4 Earnings: Here's What to Expect From the Stock (Zacks)
09:45AM	Why Invesco (IVZ) is a Top Growth Stock for the Long-Term (Zacks)
05:49AM	US brokers may charge fee from ETF managers as commission-free trading takes a toll (Reuters)
05:49AM	RBC Capital Projects 37%-38% Margins for Invesco (IVZ) in 2026/2027 (Insider Monkey)
12:37AM	5 Must-Read Analyst Questions From Invesco's Q4 Earnings Call (StockStory)
Feb-02-26 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
11:17AM	T. Rowe Price Gears Up for Q4 Earnings: Here's What to Expect (Zacks)
07:48AM	What Are Wall Street Analysts' Target Price for Invesco Stock? (Barchart)
07:20AM	5 Low Price-to-Book Stocks That Are Worth Watching in February (Zacks)
Feb-01-26 08:21AM	How Long Can Equal-Weighted ETFs Keep Outperforming the S&P 500? (MarketBeat)
Jan-30-26 07:09PM	Invesco Mortgage Capital Q4 Earnings Call Highlights (MarketBeat)
01:37PM	Franklin Stock Rises 1.7% as Q1 Earnings Beat, AUM Rises Sequentially (Zacks)
01:09PM	Lazard Shares Gain as Q4 Earnings Beat Estimates, AUM Rise Y/Y (Zacks)

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.

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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