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IVZ

Invesco Ltd

31.69

Aug 06 • 3:59 PM ET -0.32 (-1.00%)

31.69

Aftermarket • 7:34 PM ET 0.00 (0.00%)

Financial Asset Management USA Large NYSE

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

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

Scroll to Statements

Index	S&P 500
Market Cap	13.99B
Enterprise Value	17.51B
Income	-309.20M
Sales	7.12B
Book/sh	22.56
Cash/sh	3.65
Dividend Est.	0.86 (2.71%)
Dividend TTM	0.84 (2.67%)
Dividend Ex-Date	Aug 14, 2026
Dividend Gr. 3/5Y	4.37% 1.25%
Payout	-
Employees	7499
IPO	Aug 25, 1995

P/E	-
Forward P/E	9.77
PEG	0.43
P/S	1.96
P/B	1.40
P/C	8.69
P/FCF	7.16
EV/EBITDA	9.99
EV/Sales	2.46
Quick Ratio	0.99
Current Ratio	0.99
Debt/Eq	0.13
LT Debt/Eq	0.13
Option/Short	Yes / Yes

EPS (ttm)	-0.70
EPS next Y	3.24
EPS next Q	0.73
EPS this Y	38.17%
EPS next Y	15.62%
EPS next 5Y	22.51%
EPS past 3/5Y	- -
Sales past 3/5Y	2.86% 0.83%
EPS Y/Y TTM	-173.65%
Sales Y/Y TTM	15.64%
EPS Q/Q	2853.26%
Sales Q/Q	22.41%
Earnings	Jul 28 BMO
EPS/Sales Surpr.	6.62% 0.83%

Insider Own	0.77%
Insider Trans	0.00%
Inst Own	96.43%
Inst Trans	2.78%
ROA	-0.23%
ROE	-0.49%
ROIC	-0.46%
Gross Margin	65.11%
Oper. Margin	22.63%
Profit Margin	-4.34%
SMA20	5.71%
SMA50	10.97%
SMA200	20.46%
Trades

Shs Outstand	441.50M
Shs Float	439.90M
Short Float	4.43%
Short Ratio	3.77
Short Interest	19.48M
52W High	32.44 -2.31%
52W Low	20.41 55.27%
Volatility	2.79% 3.23%
ATR (14)	1.00
RSI (14)	63.48
Beta	1.60
Rel Volume	1.01
Avg Volume	5.17M
Volume	5,207,963

Perf Week	7.72%
Perf Month	17.24%
Perf Quarter	15.87%
Perf Half Y	18.07%
Perf YTD	20.63%
Perf Year	50.19%
Perf 3Y	90.33%
Perf 5Y	27.68%
Perf 10Y	7.24%
Recom	2.40
Target Price	33.04
Prev Close	32.01
Price	31.69
Change	-1.00%

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

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)
03:07PM	Loading…
03:07PM	Invesco Ltd. Q2 2026 Earnings Call Summary (Moby)
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	Loading…
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	Loading…
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)
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)
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)

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 and Chief Information & Operations OfficerMs. Shannon Anastasia Johnston

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
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
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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