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IVZ

Invesco Ltd

Jun 13 • 04:00PM ET

14.53

Dollar change -0.42
Percentage change -2.81	%

Financial • Asset Management • USA • NYSE

Peers: BLK TROW BEN AMP STT NTRS BK JHG

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

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Index	S&P 500	P/E	11.64	EPS (ttm)	1.25	Insider Own	0.81%	Shs Outstand	447.56M	Perf Week	0.97%
Market Cap	6.50B	Forward P/E	7.97	EPS next Y	1.82	Insider Trans	0.00%	Shs Float	443.93M	Perf Month	-6.14%
Income	567.60M	PEG	1.35	EPS next Q	0.39	Inst Own	90.75%	Short Float	2.65%	Perf Quarter	-4.91%
Sales	6.11B	P/S	1.07	EPS this Y	-1.53%	Inst Trans	0.45%	Short Ratio	2.06	Perf Half Y	-21.25%
Book/sh	23.88	P/B	0.61	EPS next Y	8.21%	ROA	2.86%	Short Interest	11.77M	Perf Year	-3.00%
Cash/sh	4.19	P/C	3.47	EPS next 5Y	8.63%	ROE	5.50%	52W Range	11.60 - 19.55	Perf YTD	-16.88%
Dividend Est.	0.84 (5.79%)	P/FCF	5.57	EPS past 5Y	-1.69%	ROIC	2.51%	52W High	-25.68%	Beta	1.44
Dividend TTM	0.82 (5.68%)	Quick Ratio	1.36	Sales past 5Y	-0.47%	Gross Margin	63.86%	52W Low	25.26%	ATR (14)	0.40
Dividend Ex-Date	May 14, 2025	Current Ratio	1.36	EPS Y/Y TTM	266.43%	Oper. Margin	14.30%	RSI (14)	48.24	Volatility	1.26% 1.55%
Employees	8508	Debt/Eq	0.54	Sales Y/Y TTM	5.69%	Profit Margin	9.30%	Recom	2.94	Target Price	14.98
Option/Short	Yes / Yes	LT Debt/Eq	0.54	EPS Q/Q	20.80%	Payout	69.23%	Rel Volume	0.89	Prev Close	14.95
Sales Surprise	0.17%	EPS Surprise	14.49%	Sales Q/Q	6.49%	Earnings	Apr 22 BMO	Avg Volume	5.71M	Price	14.53
SMA20	-1.13%	SMA50	2.60%	SMA200	-12.05%	Trades		Volume	5,097,075	Change	-2.81%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-26-22	Reiterated	BofA Securities	Neutral	$26 → $24
Jan-26-22	Reiterated	BMO Capital Markets	Outperform	$33 → $29

Show Previous Ratings

Jun-12-25 10:38AM	Invesco's May AUM Climbs 5.6% on Strong Markets, Shares Up 1.8% (Zacks)
Jun-11-25 09:00AM	Invesco releases 2025 Midyear Investment Outlook "The Global Reset" (PR Newswire)
Jun-10-25 03:48PM	Megacap stocks aren't all up in 2025. But this chart shows they've trounced the S&P 500's smallest equities. (MarketWatch)
06:55AM	Invesco Ltd. Announces May 31, 2025 Assets Under Management (PR Newswire)
Jun-05-25 07:52PM	Analyst Report: Invesco Ltd. (Morningstar Research)
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Jun-03-25 04:15PM	Invesco Ltd. to Participate in the Morgan Stanley U.S. Financials Conference (PR Newswire)
Jun-02-25 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
09:36AM	Carry Trades Roar Back as Emerging Market Currencies Gain (Bloomberg)
May-29-25 02:07PM	Diversify your portfolio into other parts of the world, says Invesco's Brian Levitt (CNBC TV)
May-27-25 12:17PM	Franklin Shares Up 6.2% in the Past 3 Months: How to Play the Stock? (Zacks)
May-22-25 04:00PM	Invesco Canada announces cash distributions for its ETFs (PR Newswire)
May-21-25 11:22AM	Analyst Report: Invesco Ltd. (Morningstar Research)
May-20-25 04:15PM	Invesco Ltd. to Participate in the Bernstein Strategic Decisions Conference (PR Newswire)
May-16-25 07:03PM	Wall Street Strategists React to Moodys US Credit Rating Cut (Bloomberg)
04:17PM	Wall Street Is Down on the Dollar as Trade Unease Lingers (Bloomberg)
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May-14-25 08:49AM	Invesco's April AUM Dips Marginally on Weak Markets, Outflows (Zacks)
May-13-25 01:58PM	Texas's Legacy West center sells for $785 million (Chain Store Age)
May-12-25 06:55AM	Invesco Ltd. Announces April 30, 2025 Assets Under Management (PR Newswire) +5.12%
May-09-25 04:46PM	There's a lot of froth in the market, seems like relief rally is here, says American Century's Rode (CNBC TV)
12:00PM	Carlyle Q1 Earnings Top Estimates, Revenues & AUM Increase Y/Y (Zacks)
May-07-25 11:03AM	Invesco launches three active ETFs (Seeking Alpha)
09:00AM	Invesco to Advance Active Capabilities with Three New Active ETFs (PR Newswire)
May-06-25 04:44PM	The Story Behind Chef Kwame Onwuachi's Recipe for Innovation (Investopedia)
01:25PM	BlackRock Shares Gain 12.6% in a Month: Is Now the Time to Buy BLK? (Zacks)
May-05-25 04:38PM	Stocks Fall After Historic Run as Trade Risks Loom: Markets Wrap (Bloomberg)
08:33AM	Venu Holding Corporation Strengthens Its Board of Directors With The Addition of Financial Leader Thomas M. Finke (Business Wire)
May-02-25 04:42PM	US Treasuries Slide as Solid Jobs Market Gives Fed Room on Rates (Bloomberg)
12:36PM	Apollo Global Q1 Earnings Miss Estimates, Expenses Increase Y/Y (Zacks)
11:18AM	Franklin Q2 Earnings Meet Estimates, Costs & Revenues Fall, Stock Up (Zacks)
09:07AM	T. Rowe Price Q1 Earnings Beat on Higher Revenues & AUM, Stock Gains (Zacks)
12:15PM	Loading…
May-01-25 12:15PM	Franklin Gears Up to Report Q2 Earnings: What's in the Cards? (Zacks)
12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
Apr-29-25 12:19PM	Higher Expenses to Hurt Apollo's Q1 Earnings, AUM Growth to Aid (Zacks)
12:18PM	T. Rowe Price Set to Report Q1 Earnings: What's in the Cards? (Zacks)
Apr-28-25 07:04AM	Lazard's Q1 Earnings Beat Estimates on Y/Y Lower Expenses, Stock Down (Zacks)
Apr-25-25 04:21PM	Invesco Ltd. (IVZ): Among Billionaire Nelson Peltz's Stock Picks with Highest Upside Potential (Insider Monkey)
10:47AM	Federated Hermes Q1 Earnings Top Estimates, Revenues Rise Y/Y (Zacks)
Apr-24-25 04:37PM	Businesses need to believe the worst is behind us, says Invesco's Brian Levitt (CNBC TV)
09:53AM	Ameriprise Q1 Earnings Beat on Higher Revenues & AUM, Dividend Raised (Zacks)
09:26AM	SEI Investments Q1 Earnings Top Estimates as Revenues Increase Y/Y (Zacks)
09:03AM	Out Of 70 Graham Value All-Stars, These 16 'Safer' Stocks Stand Out For April (Seeking Alpha)
Apr-23-25 09:47AM	Company News for Apr 23, 2025 (Zacks)
03:03AM	Invesco Ltd (IVZ) Q1 2025 Earnings Call Highlights: Strong Growth in AUM and Strategic Partnerships (GuruFocus.com)
Apr-22-25 11:14PM	Q1 2025 Invesco Ltd Earnings Call (Thomson Reuters StreetEvents) +8.27%
04:00PM	Invesco Canada announces cash distributions for its ETFs (PR Newswire)
03:24PM	Invesco Ltd. (IVZ) Q1 2025 Earnings Call Transcript (Seeking Alpha)
01:22PM	Analyst Report: Invesco Ltd. (Morningstar Research)
11:07AM	IVZ Tops Q1 Earnings on Revenue Growth, Partners With Barings, Stock Up (Zacks)
09:30AM	Compared to Estimates, Invesco (IVZ) Q1 Earnings: A Look at Key Metrics (Zacks)
07:55AM	Invesco (IVZ) Q1 Earnings Top Estimates (Zacks)
06:45AM	Invesco and MassMutual Announce Repurchase of $1 billion of Invesco Preferred Stock and New Strategic Product and Distribution Partnership with Barings (PR Newswire)
06:40AM	Invesco Reports Results for the Three Months Ended March 31, 2025 (PR Newswire)
Apr-21-25 09:15AM	Unveiling Invesco (IVZ) Q1 Outlook: Wall Street Estimates for Key Metrics (Zacks)
Apr-17-25 10:01AM	Federated Hermes (FHI) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
08:22AM	Blackstone Q1 Earnings Beat, AUM Touches Record High on Solid Inflows (Zacks)
Apr-16-25 07:15AM	Subdued AUM Performance on Weak Markets to Hurt Invesco's Q1 Earnings (Zacks)
05:19AM	Global Tech Stocks Drop as ASML Warning Adds to Nvidia Curbs (Bloomberg)
Apr-15-25 10:00AM	Invesco (IVZ) Reports Next Week: Wall Street Expects Earnings Growth (Zacks)
Apr-14-25 04:44PM	These are the moments long-term opportunities present themselves, says Solus' Dan Greenhaus (CNBC TV)
Apr-11-25 08:38AM	BlackRock's Q1 Earnings Beat on AUM Growth & Higher Revenues, Stock Up (Zacks)
Apr-10-25 12:04PM	Watch These QQQ Price Levels as Nasdaq 100 ETF Slides After Yesterday's Rally (Investopedia) -7.03%
10:05AM	Invesco (IVZ) Moves 12.4% Higher: Will This Strength Last? (Zacks)
Apr-09-25 04:15PM	Invesco Ltd. Announces March 31, 2025 Assets Under Management (PR Newswire) +12.44%
09:11AM	Short sellers mint $159 billion profit in 6 days as stocks sink (Bloomberg)
Apr-08-25 09:23AM	Strength Seen in Ares Management (ARES): Can Its 5.7% Jump Turn into More Strength? (Zacks)
Apr-07-25 08:38AM	A Bullish Case For Asset Manager Invesco As Investors Chase Fixed-Income Funds (Seeking Alpha)
Apr-03-25 03:06PM	Analyst Report: Invesco Ltd. (Morningstar Research) -11.85%
12:45PM	Homebuilder Stocks Slump as Trump Tariffs Endanger Housing Market Recovery (Investopedia)
09:31AM	Watch These QQQ Price Levels as Nasdaq 100 Fund Slumps on Tariff Fears (Investopedia)
08:00AM	Invesco Canada Expands its Equal Weighted ETF Suite with the Launch of Invesco S&P/TSX 60 Equal Weight Index ETF (EQLT) (PR Newswire)
Apr-02-25 05:38PM	Stocks Tumble After Hours as Trump Announces Sweeping Reciprocal Tariffs (Investopedia)
Apr-01-25 09:00AM	Invesco Ltd. To Announce First Quarter 2025 Results (PR Newswire)
Mar-25-25 04:15PM	Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend (PR Newswire)
Mar-24-25 04:57PM	Invesco Closed-End Funds Announce Unchanged Distribution Rates for Invesco Senior Income Trust (NYSE: VVR) and Invesco High Income Trust II (NYSE: VLT) and Declare Dividends (PR Newswire)
09:18AM	Is Invesco Ltd. (IVZ) the Cheap Asset Management Stock to Buy Now? (InsiderMonkey)
Mar-21-25 04:00PM	Invesco Canada announces cash distributions for its ETFs (PR Newswire)
Mar-20-25 05:00PM	Securityholders approve changes to Invesco Canada funds (PR Newswire)
04:30PM	Invesco Advisers, Inc. Announces Termination of Managed Distribution Plans for Invesco High Income Trust II and Invesco Senior Income Trust (PR Newswire)
09:20AM	Invesco American Franchise Fund Q4 2024 Commentary (SeekingAlpha)
09:05AM	Invesco Health Care Fund Q4 2024 Commentary (SeekingAlpha)
08:45AM	Invesco Global Opportunities Fund Q4 2024 Commentary (SeekingAlpha)
07:00AM	Invesco Global Fund Q4 2024 Commentary (SeekingAlpha)
06:40AM	Invesco Global Focus Fund Q4 2024 Commentary (SeekingAlpha)
06:00AM	Invesco Multi-Asset Income Fund Q4 2024 Commentary (SeekingAlpha)
Mar-19-25 10:56AM	Invesco Wins 16 LSEG Lipper Awards for Outstanding Risk-Adjusted Returns across its Active Investments Platform (PR Newswire)
Mar-12-25 09:00AM	Invesco Launches Invesco QQQ 15 Index (PR Newswire)
Mar-11-25 04:15PM	Invesco Ltd. Announces February 28, 2025 Assets Under Management (PR Newswire)
Mar-10-25 08:41PM	Analyst Report: Invesco Ltd. (Morningstar Research) -5.18%
Mar-06-25 11:00AM	Invesco Real Estate Continues Momentum, Closes on $3 billion of Loan Commitments across North America and Europe in 2024 (PR Newswire)
10:32AM	March's Interim Data Highlights: Economic Clues from Costco, Taiwan Semi, and Brokers (GuruFocus.com)
Mar-05-25 11:45AM	Analyst Report: Invesco Ltd. (Morningstar Research)
Mar-04-25 03:00PM	Mexico-Canada tariffs expected to be short-term, says Invesco's Andy Blocker (CNBC TV)
Mar-03-25 12:00PM	Invesco High Income Trust II, and Invesco Senior Income Trust Declare Dividends (PR Newswire)
12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
Feb-28-25 09:00AM	Invesco High Income Trust II and Invesco Senior Income Trust Pay Dividends (PR Newswire)
Feb-27-25 05:13AM	UK Pension Moves £28 Billion to Amundi, Invesco Citing ESG (Bloomberg)
Feb-26-25 02:19AM	Invesco QQQ ETF approved for sale, cross-lists on Hong Kong Stock Exchange (PR Newswire)
Feb-24-25 05:14PM	Markets feeling 'nervousness and jitters', says Invesco's Kristina Hooper (CNBC TV)
02:11PM	Invesco Ltd. (IVZ): Among Top Stocks to Buy of Joe DiMennas Portfolio (Insider Monkey)
Feb-20-25 04:52PM	Investors need to navigate the market with blinders on, says Invesco's Kristina Hooper (CNBC TV)

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
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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