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IVZ

Invesco Ltd

27.83

Jul 06 • 04:00PM ET +0.82 (3.04%)

Financial Asset Management USA Large NYSE

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

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

Scroll to Statements

Index	S&P 500
Market Cap	12.34B
Enterprise Value	16.12B
Income	-667.00M
Sales	6.78B
Book/sh	21.98
Cash/sh	3.85
Dividend Est.	0.86 (3.09%)
Dividend TTM	0.84 (3.04%)
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	9.08
PEG	0.45
P/S	1.82
P/B	1.27
P/C	7.23
P/FCF	6.99
EV/EBITDA	10.39
EV/Sales	2.38
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	3.07
EPS next Q	0.63
EPS this Y	31.11%
EPS next Y	15.17%
EPS next 5Y	20.12%
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	Jul 28 BMO
EPS/Sales Surpr.	-1.20% -0.34%

Insider Own	0.79%
Insider Trans	0.00%
Inst Own	97.25%
Inst Trans	2.53%
ROA	-0.89%
ROE	-1.81%
ROIC	-1.71%
Gross Margin	65.08%
Oper. Margin	20.71%
Profit Margin	-9.84%
SMA20	1.04%
SMA50	2.18%
SMA200	8.93%
Trades

Shs Outstand	443.30M
Shs Float	439.78M
Short Float	3.86%
Short Ratio	3.05
Short Interest	16.99M
52W High	29.82 -6.66%
52W Low	16.49 68.77%
Volatility	3.24% 3.56%
ATR (14)	0.96
RSI (14)	54.49
Beta	1.61
Rel Volume	0.50
Avg Volume	5.57M
Volume	2,860,353

Perf Week	6.38%
Perf Month	3.30%
Perf Quarter	15.29%
Perf Half Y	5.94%
Perf YTD	5.94%
Perf Year	66.35%
Perf 3Y	67.35%
Perf 5Y	6.96%
Perf 10Y	11.36%
Recom	2.40
Target Price	29.71
Prev Close	27.01
Price	27.83
Change	3.04%

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

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)
08:15AM	Loading…
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	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)
08:30PM	Loading…
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	Loading…
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)
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)

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

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IVZ

Invesco Ltd

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