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IVZ

Invesco Ltd

Sep 15 • 04:00PM ET

22.34

-0.09 -0.40 %

Financial • Asset Management • USA • NYSE

Peers: BLK TROW BEN AMP STT NTRS BK JHG

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

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Index	S&P 500	P/E	24.00	EPS (ttm)	0.93	Insider Own	0.82%	Shs Outstand	445.96M	Perf Week	1.55%
Market Cap	9.96B	Forward P/E	9.82	EPS next Y	2.27	Insider Trans	-2.74%	Shs Float	442.29M	Perf Month	4.69%
Enterprise Value	21.24B	PEG	1.64	EPS next Q	0.47	Inst Own	92.43%	Short Float	2.94%	Perf Quarter	53.75%
Income	422.90M	P/S	1.62	EPS this Y	5.11%	Inst Trans	1.14%	Short Ratio	2.25	Perf Half Y	46.20%
Sales	6.16B	P/B	0.92	EPS next Y	26.53%	ROA	2.93%	Short Interest	13.02M	Perf YTD	27.80%
Book/sh	24.36	P/C	6.68	EPS next 5Y	14.61%	ROE	5.74%	52W High	22.78 -1.91%	Perf Year	41.39%
Cash/sh	3.35	P/FCF	8.28	EPS past 3/5Y	-26.73% -1.69%	ROIC	1.88%	52W Low	11.60 92.59%	Perf 3Y	28.69%
Dividend Est.	0.84 (3.76%)	EV/EBITDA	19.07	Sales past 3/5Y	-5.00% -0.47%	Gross Margin	64.20%	Volatility	1.91% 1.94%	Perf 5Y	108.79%
Dividend TTM	0.83 (3.72%)	EV/Sales	3.45	EPS Y/Y TTM	224.39%	Oper. Margin	15.32%	ATR (14)	0.47	Perf 10Y	-30.08%
Dividend Ex-Date	Aug 14, 2025	Quick Ratio	1.04	Sales Y/Y TTM	6.79%	Profit Margin	6.86%	RSI (14)	65.57	Recom	2.67
Dividend Gr. 3/5Y	6.53% -8.02%	Current Ratio	1.04	EPS Q/Q	-109.52%	SMA20	2.62%	Beta	1.63	Target Price	23.29
Payout	69.23%	Debt/Eq	0.62	Sales Q/Q	3.76%	SMA50	8.30%	Rel Volume	0.67	Prev Close	22.43
Employees	8508	LT Debt/Eq	0.62	Earnings	Jul 22 BMO	SMA200	29.82%	Avg Volume	5.79M	Price	22.34
IPO	Aug 25, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	-12.28% 0.17%	Trades		Volume	3,893,651	Change	-0.40%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-26-22	Reiterated	Evercore ISI	In-line	$28 → $25
Jan-26-22	Reiterated	Deutsche Bank	Buy	$38 → $37
Jan-26-22	Reiterated	Citigroup	Buy	$33 → $32

Show Previous Ratings

Sep-12-25 11:17AM	Bitcoin ETFs Ignite with $553M Daily Inflows, Fueling a $1.7B Bullish Streak (Cryptonews)
09:40AM	Here's Why Invesco (IVZ) is a Strong Value Stock (Zacks)
Sep-10-25 04:40PM	Nasdaq Funds Miss Out on Oracle Rally (The Wall Street Journal)
Sep-09-25 02:15PM	PNC to Acquire FirstBank in $4.1B Deal, Expand in Colorado & Arizona (Zacks)
11:45AM	Why Invesco (IVZ) is a Top Dividend Stock for Your Portfolio (Zacks)
06:00AM	Loading…
06:00AM	Invesco Ltd. Announces August 31, 2025 Assets Under Management (PR Newswire)
Sep-08-25 10:31AM	Invesco QQQ Opening Remarks (Bloomberg)
Sep-04-25 04:59PM	Invesco QQQ Sponsor Spotlight (Bloomberg)
Sep-03-25 08:36AM	Bitcoin ETF Inflows Resume Sparking Digital Gold Narrative, Ether ETFs Bleed (Coinspeaker)
Sep-02-25 04:26PM	Here's Why Invesco (IVZ) is a Strong Momentum Stock (Zacks)
12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
Aug-30-25 03:50AM	These Were the 5 Top-Performing Stocks in the S&P 500 in July 2025 (Motley Fool)
Aug-29-25 10:30AM	Solana and XRP Lead Record 96 Crypto ETF Filings (Coinspeaker)
Aug-28-25 06:13AM	Carlyle to buy intelliflo from Invesco in deal worth up to $200m (Private Banker International)
Aug-27-25 12:55PM	Carlyle Agrees to Buy intelliflo From Invesco for $200 Million (Zacks)
11:37AM	Loading…
11:37AM	Bracing for Nvidia, when size matters (Fox Business)
Aug-26-25 10:45AM	Invesco Sells intelliflo to Carlyle; U.S. Division to Spin Off as RedBlack (Wealth Management)
08:32AM	Bitcoin ETFs post $219 million rebound while Ethereum funds attract twice the inflows (CryptoSlate)
04:30AM	Carlyle to Acquire intelliflo from Invesco (PR Newswire)
Aug-25-25 03:13PM	11 Investment Must Reads for This Week (Aug. 26, 2025) (Wealth Management)
12:31PM	This 19-Year-Old Has A $60K Net WorthBut His Biggest Challenge Isn't What You'd Think (Benzinga)
Aug-22-25 03:41PM	Invesco, Capital One, Bread Financial, Piper Sandler, and Moelis Stocks Trade Up, What You Need To Know (StockStory)
Aug-21-25 11:30AM	Invesco (IVZ) Down 3.1% Since Last Earnings Report: Can It Rebound? (Zacks)
Aug-19-25 01:32PM	Lazard Gains 19% in 3 Months: Should You Buy the Stock Now? (Zacks)
11:37AM	Bozzuto, Invesco make second multifamily acquisition in new partnership (Multifamily Dive)
09:40AM	Why Invesco (IVZ) is a Top Value Stock for the Long-Term (Zacks)
Aug-15-25 12:11PM	T. Rowe Price July AUM Balance Increases Sequentially, Net Flows Flat (Zacks)
10:30AM	Virtus Investment's July AUM Inches Up Sequentially on Net Inflows (Zacks)
Aug-13-25 12:45PM	Is BLK's Absence in the XRP ETF Rush a Strategy or a Missed Prospect? (Zacks)
10:15AM	Franklin Touches 52-Week High: How to Play the Stock Now? (Zacks)
03:13PM	Loading…
Aug-12-25 03:13PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:14PM	Victory Capital's July AUM Edges Up to $299.8B on Equity Gains (Zacks)
12:10PM	AllianceBernstein's July AUM Remain Stable on Upbeat Markets (Zacks)
11:07AM	IVZ's July AUM Rises on Solid Market & Inflows: Will the Upside Last? (Zacks)
Aug-11-25 04:48PM	Markets are still in the middle of the cycle, says Invesco's Brian Levitt (CNBC TV)
04:15PM	Invesco Ltd. Announces July 31, 2025 Assets Under Management (PR Newswire)
11:29AM	Investors Are Piling Into Risky Assets (Barrons.com)
09:22AM	BlackRock's Q2 AUM Rises 17.7% Y/Y: What's Driving BLK's AUM Growth? (Zacks)
08:54AM	What a Lagging Tech Bet Tells Us (The Wall Street Journal)
04:18AM	GSR, DigiFT Brings OTC Trading to $13.4B Tokenized Real-World Asset Market (CoinDesk)
01:33AM	Hedge Funds Flip on Green Energy and Start Betting Against Oil (Bloomberg)
Aug-08-25 04:38PM	Barings' Burton on Tight Credit Spreads (Bloomberg)
Aug-07-25 09:00AM	Invesco Real Estate Closes on Over $2 Billion of Loan Commitments across North America and Europe in H1 2025, Significantly Outpacing H1 2024 Activity (PR Newswire)
Aug-06-25 03:34PM	Offsetting market activity is suppressing volatility, says Invesco's John Burrello (CNBC TV)
12:00PM	BEN Witnesses Steady Rise in AUM: What's Driving the Rally? (Zacks)
11:43AM	BlackRock Stock Gains 20.6% in Three Months: Should You Buy It Now? (Zacks)
11:40AM	Do Options Traders Know Something About Invesco Stock We Don't? (Zacks)
Aug-05-25 11:31AM	Invesco Stock: Analyst Estimates & Ratings (Barchart)
Aug-04-25 09:16AM	State finance officials press US asset managers to denounce ESG, climate (ESG Dive)
07:37AM	These Were the 2 Best-Performing Stocks in the S&P 500 in July 2025 (Motley Fool)
Aug-01-25 12:13PM	Federated Hermes Q2 Earnings Top Estimates, AUM Reaches Record Level (Zacks)
12:06PM	T. Rowe Price Q2 Earnings Beat on High AUM, Revenues Fall, Stock Down (Zacks)
12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
09:55AM	After Golden Cross, Invesco (IVZ)'s Technical Outlook is Bright (Zacks)
09:50AM	Why Invesco (IVZ) is a Top Momentum Stock for the Long-Term (Zacks)
Jul-31-25 03:38PM	These Were the S&P 500s Best and Worst Stocks in July (Barrons.com)
11:05AM	Higher Expenses to Hurt Apollo's Q2 Earnings, AUM Growth to Aid (Zacks)
09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
08:55AM	Affiliated Managers' Q2 Earnings Beat Estimates as AUM Increases (Zacks)
Jul-30-25 02:15PM	Invesco Canada announces risk rating changes to Canadian mutual funds (PR Newswire)
11:45AM	Invesco (IVZ) is a Top Dividend Stock Right Now: Should You Buy? (Zacks)
11:40AM	IVZ vs. TPG: Which Stock Is the Better Value Option? (Zacks)
11:30AM	Fairstead Announces $20 Million Renovation of 710 Affordable Homes in Existing Bronx Portfolio, To Include New Suite of Resident Services to Support Community Well-Being (GlobeNewswire)
08:34AM	Affiliated Managers' Q2 Earnings Coming Up: Here's What to Expect (Zacks)
08:00AM	7 Stocks Turn $10,000 To $89,992 In 7 Months (Investor's Business Daily)
Jul-29-25 01:18PM	T. Rowe Price Set to Report Q2 Earnings: What's in the Cards? (Zacks)
12:24PM	Franklin Gears Up to Report Q3 Earnings: What's in Store? (Zacks)
Jul-28-25 04:55PM	Stocks Hold at Record, Dollar Jumps on Trade Hopes: Markets Wrap (Bloomberg)
Jul-24-25 08:28PM	Analyst Report: Invesco Ltd. (Morningstar Research)
11:14AM	Ameriprise Q2 Earnings Beat on Higher Revenues & AUM Growth (Zacks)
11:06AM	SEI Investments Q2 Earnings Beat Estimates as Revenues & AUM Rise Y/Y (Zacks)
09:16AM	Blackstone Q2 Earnings Beat as AUM Hits Record High on Solid Inflows (Zacks)
09:00AM	BlackRock, Hamilton Lane Among Fund Managers Joining SEI Access (PR Newswire)
Jul-23-25 04:00PM	Invesco Canada announces cash distributions for its ETFs (PR Newswire)
10:19AM	Invescos QQQ Gambit Seen Unlocking $150 Million in Revenue (Bloomberg)
09:00AM	Invesco Continues to Expand Active Fixed Income Line-Up to Meet Investor Needs (PR Newswire)
03:08AM	Invesco Ltd (IVZ) Q2 2025 Earnings Call Highlights: Record AUM and Strategic Innovations Amid ... (GuruFocus.com)
Jul-22-25 08:33PM	Analyst Report: Invesco Ltd. (Morningstar Research) +5.20%
09:38AM	IVZ's Q2 Earnings Lag as Expenses Rise, Higher AUM Boosts Revenues (Zacks)
09:30AM	Invesco (IVZ) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates (Zacks)
08:15AM	Invesco (IVZ) Lags Q2 Earnings and Revenue Estimates (Zacks)
07:19AM	Invesco: Q2 Earnings Snapshot (Associated Press Finance)
06:55AM	Invesco Reports Results for the Three Months Ended June 30, 2025 (PR Newswire)
Jul-21-25 06:30PM	Fund Giants Put Faith in Trump Put to Keep Stock Rally Rolling (Bloomberg)
06:03PM	Nothing Broken With 'SPY' ETF: State Street's Paglia (Bloomberg)
01:01PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:00PM	Are You Looking for a Top Momentum Pick? Why Invesco (IVZ) is a Great Choice (Zacks)
10:45AM	Robust AUM Performance on Strong Markets to Aid Invesco's Q2 Earnings (Zacks)
09:15AM	Countdown to Invesco (IVZ) Q2 Earnings: A Look at Estimates Beyond Revenue and EPS (Zacks)
09:02AM	Robust Trading & IB to Support RJF's Q3 Earnings, High Costs to Hurt (Zacks)
08:55AM	Ameriprise to Report Q2 Earnings: What's in the Cards for AMP? (Zacks)
08:50AM	Should You Buy Invesco Ahead of Earnings? (Zacks)
08:42AM	Invesco (IVZ) Surges 15.3%: Is This an Indication of Further Gains? (Zacks)
05:08AM	Zacks.com featured highlights Carnival, Levi Strauss, Vodafone and Invesco (Zacks)
Jul-20-25 10:26PM	Japanese Yen Remains 'Very Attractive Currency,' Invesco's Chao Says (Bloomberg)
01:15PM	Donald Trump faces frosty reception on Aberdeen golf trip (Financial Times)
Jul-19-25 02:22PM	Invesco (IVZ) Climbs on 3rd Day on Expected Multi-Million Dollar Profit from ETF (Insider Monkey)
Jul-18-25 05:03PM	S&P 500 Gains & Losses Today: Netflix Stock Stumbles After Earnings; Invesco Soars (Investopedia) +15.28%
04:38PM	Analyst Report: Invesco Ltd. (Morningstar Research)
03:56PM	Why Invesco Stock Is Soaring After Proposing This Change to Popular QQQ ETF (Investopedia)

Invesco Ltd. engages in the investment management business. Its product includes 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
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
Lo Andrew Tak Shing	Senior Managing Director	Feb 28 '25	Option Exercise	0.00	78,663	0	688,826	Mar 04 01:57 PM

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IVZ

Invesco Ltd

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