IVZ [NYSE]
Invesco Ltd.
IndexS&P 500 P/E10.38 EPS (ttm)1.49 Insider Own0.10% Shs Outstand456.90M Perf Week-2.25%
Market Cap7.25B Forward P/E8.03 EPS next Y1.93 Insider Trans-95.75% Shs Float367.07M Perf Month-15.15%
Income683.90M PEG- EPS next Q0.34 Inst Own92.20% Short Float / Ratio3.43% / 2.49 Perf Quarter-13.68%
Sales6.05B P/S1.20 EPS this Y-50.30% Inst Trans5.13% Short Interest12.59M Perf Half Y-5.84%
Book/sh24.52 P/B0.63 EPS next Y16.74% ROA2.30% Target Price18.12 Perf Year-25.82%
Cash/sh2.63 P/C5.87 EPS next 5Y-0.99% ROE6.10% 52W Range13.20 - 23.83 Perf YTD-11.76%
Dividend0.75 P/FCF41.29 EPS past 5Y-9.30% ROI5.20% 52W High-33.38% Beta1.36
Dividend %4.85% Quick Ratio- Sales past 5Y3.20% Gross Margin68.80% 52W Low20.27% ATR0.61
Employees8611 Current Ratio- Sales Q/Q-18.10% Oper. Margin21.80% RSI (14)34.55 Volatility3.99% 3.23%
OptionableYes Debt/Eq0.72 EPS Q/Q-55.30% Profit Margin11.30% Rel Volume0.81 Prev Close15.45
ShortableYes LT Debt/Eq0.72 EarningsJan 24 BMO Payout49.00% Avg Volume5.05M Price15.88
Recom2.90 SMA20-6.50% SMA50-12.71% SMA200-8.42% Volume854,309 Change2.75%
Jan-10-23Downgrade UBS Buy → Neutral $19 → $20
Dec-15-22Initiated Wells Fargo Overweight $22
Oct-26-22Downgrade Credit Suisse Neutral → Underperform $13 → $11.50
Oct-19-22Initiated Credit Suisse Neutral $13
Jun-13-22Downgrade BMO Capital Markets Outperform → Market Perform $25 → $20
Apr-12-22Downgrade Keefe Bruyette Outperform → Mkt Perform $25
Jan-26-22Reiterated Morgan Stanley Equal-Weight $29 → $27
Jan-26-22Reiterated Evercore ISI In-line $28 → $25
Jan-26-22Reiterated Deutsche Bank Buy $38 → $37
Jan-26-22Reiterated Citigroup Buy $33 → $32
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Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
FLANAGAN MARTIN LPresident & CEOMar 01Sale17.43232,4134,050,959452,584Mar 02 04:13 PM
Lo Andrew Tak ShingSenior Managing DirectorFeb 28Option Exercise0.00143,3530488,730Mar 02 04:43 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerJan 30Sale18.11786,37814,242,80045,419,188Jan 31 05:09 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerJan 27Sale18.422,367,47743,605,84946,205,566Jan 31 05:09 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerJan 25Sale18.102,374,01942,973,54248,573,043Jan 25 06:14 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerJan 24Sale18.561,011,08418,769,15750,947,062Jan 25 06:14 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerJan 23Sale19.023,786,85472,033,15851,958,146Jan 25 06:14 PM
Sharp Douglas JSenior Managing DirectorAug 31Option Exercise0.0023,835037,016Sep 01 05:44 PM
Schlossberg AndrewSenior Managing DirectorAug 31Option Exercise0.0046,1200367,858Sep 02 04:27 PM
MM Asset Management Holding LL10% OwnerJun 14Buy16.21827,59013,412,66881,332,319Jun 15 05:30 PM
MM Asset Management Holding LL10% OwnerJun 13Buy16.08827,59013,306,24080,504,729Jun 15 05:30 PM
Kessler DenisDirectorMay 15Option Exercise0.005,807081,940May 17 04:47 PM
Vacheron TerryChief Accounting OfficerMay 10Buy17.404,00069,60010,696May 11 04:02 PM
Kessler DenisDirectorApr 29Option Exercise0.001,311076,133Apr 29 04:32 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerApr 04Buy23.46250,0625,866,63055,745,000Apr 04 05:34 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerApr 01Buy23.131,474,53834,112,69955,494,938Apr 04 05:34 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 31Buy23.072,000,00046,145,60054,020,400Apr 04 05:34 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 30Buy23.361,500,00035,036,55052,020,400Mar 30 05:46 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 29Buy23.201,273,50129,540,12950,520,400Mar 30 05:46 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 28Buy22.15756,41916,754,22749,246,899Mar 30 05:46 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 25Buy22.01720,08015,846,44148,490,480Mar 25 09:13 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 24Buy21.77682,43714,856,17647,770,400Mar 25 09:13 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 23Buy21.521,026,50822,085,32047,087,963Mar 25 09:13 PM