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IVZ

Invesco Ltd

Oct 24 • 04:00PM ET

23.00

+0.32 1.41 %

Financial • Asset Management • USA • NYSE

Peers: BLK TROW BEN AMP STT NTRS BK JHG

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

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Index	S&P 500	P/E	24.70	EPS (ttm)	0.93	Insider Own	0.77%	Shs Outstand	445.96M	Perf Week	0.92%
Market Cap	10.26B	Forward P/E	9.38	EPS next Y	2.45	Insider Trans	-2.92%	Shs Float	442.55M	Perf Month	2.86%
Enterprise Value	21.53B	PEG	1.32	EPS next Q	0.45	Inst Own	97.19%	Short Float	3.07%	Perf Quarter	6.09%
Income	422.90M	P/S	1.66	EPS this Y	6.27%	Inst Trans	0.17%	Short Ratio	3.04	Perf Half Y	65.11%
Sales	6.16B	P/B	0.94	EPS next Y	34.92%	ROA	2.93%	Short Interest	13.60M	Perf YTD	31.58%
Book/sh	24.36	P/C	6.88	EPS next 5Y	18.69%	ROE	5.74%	52W High	24.54 -6.28%	Perf Year	27.49%
Cash/sh	3.35	P/FCF	8.53	EPS past 3/5Y	-26.73% -1.69%	ROIC	1.88%	52W Low	11.60 98.28%	Perf 3Y	57.10%
Dividend Est.	0.84 (3.65%)	EV/EBITDA	19.33	Sales past 3/5Y	-5.00% -0.47%	Gross Margin	64.20%	Volatility	4.46% 3.33%	Perf 5Y	65.35%
Dividend TTM	0.83 (3.61%)	EV/Sales	3.49	EPS Y/Y TTM	224.39%	Oper. Margin	15.32%	ATR (14)	0.79	Perf 10Y	-29.01%
Dividend Ex-Date	Aug 14, 2025	Quick Ratio	1.04	Sales Y/Y TTM	6.79%	Profit Margin	6.86%	RSI (14)	51.63	Recom	2.62
Dividend Gr. 3/5Y	6.53% -8.02%	Current Ratio	1.04	EPS Q/Q	-109.52%	SMA20	-1.17%	Beta	1.70	Target Price	25.42
Payout	69.23%	Debt/Eq	0.62	Sales Q/Q	3.76%	SMA50	2.35%	Rel Volume	5.28	Prev Close	22.68
Employees	8508	LT Debt/Eq	0.62	Earnings	Oct 28 BMO	SMA200	28.05%	Avg Volume	4.47M	Price	23.00
IPO	Aug 25, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	-12.28% 0.17%	Trades		Volume	23,621,042	Change	1.41%

Date	Action	Analyst	Rating Change	Price Target Change
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
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

Show Previous Ratings

Oct-24-25 05:44PM	Why Invesco Is Delaying QQQ Proxy Vote (Bloomberg)
08:02AM	Ares Capital Set to Report Q3 Earnings: What's in Store for ARCC? (Zacks)
Oct-23-25 11:20AM	SEIC Q3 Earnings Beat Estimates as Revenues & AUM Rise Y/Y, Stock Down (Zacks)
10:00AM	Janus Henderson Group plc (JHG) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:40AM	Are Investors Undervaluing Invesco (IVZ) Right Now? (Zacks)
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09:13AM	BX's Q3 Earnings Beat as AUM Touches Record High on Solid Inflows (Zacks)
Oct-22-25 09:50AM	Here's Why Invesco (IVZ) is a Strong Momentum Stock (Zacks)
Oct-21-25 10:00AM	Invesco (IVZ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release (Zacks)
09:35AM	Solid AUM Performance on Upbeat Markets to Drive IVZ's Q3 Earnings (Zacks)
09:15AM	Invesco Real Estate Expands Leadership Team with Two Strategic Appointments (PR Newswire)
Oct-15-25 12:42PM	BlackRock's AUM Touches Record $13.46T as Q3 Earnings Top Estimates (Zacks)
08:06AM	Ares Management (ARES) Soars 4.1%: Is Further Upside Left in the Stock? (Zacks)
Oct-14-25 06:17PM	Gold's rally isn't over, says Sprott's ETF director Schoffstall (CNBC TV)
05:54PM	How ETF managers are managing volatility and why you may want to consider 'slicing up the apple' (CNBC TV)
12:52PM	BlackRock Q3 Earnings Beat Estimates on Y/Y Revenue & AUM Growth (Zacks)
06:50PM	Loading…
Oct-13-25 06:50PM	ETF Edge: Options strategies and commodities as a barrier against volatility (CNBC TV)
04:40PM	Invesco (IVZ) Stock Is Up, What You Need To Know (StockStory)
11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Oct-10-25 06:10PM	Crypto bulls were amped for potential solana ETF approvals this week. But the government shutdown threw it into limbo. (MarketWatch) -5.98%
01:25PM	Victory Capital's September AUM Climbs 2.3% on Market Strength (Zacks)
03:58AM	UKs Largest Investment Platform Warns Retail Traders Against Adding Crypto to Portfolios (Cryptonews)
Oct-09-25 04:15PM	Invesco Ltd. Announces September 30, 2025 Assets Under Management (PR Newswire)
09:40AM	Here's Why Invesco (IVZ) is a Strong Value Stock (Zacks)
08:38AM	What You Need to Know Ahead of Invesco's Earnings Release (Barchart)
Oct-08-25 09:15PM	Invesco QQQ Sponsor Spotlight: Rethinking Innovation (Bloomberg)
Oct-07-25 08:00AM	Invesco Accelerates Private Markets Partnership with Barings (PR Newswire)
Oct-06-25 09:50AM	Why Invesco (IVZ) is a Top Momentum Stock for the Long-Term (Zacks)
06:05AM	State Street Adds Junk Bond Rungs to Laddered ETF Series (The Daily Upside)
Oct-04-25 05:01PM	Jim Cramer Highlights Invesco's Gains in Q3 (Insider Monkey)
Oct-03-25 07:00AM	'This Feels Different To Me,' Says Award-Winning Fund Manager (Investor's Business Daily)
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01:00AM	Their Funds May Not Beat the Market. Their Stocks Just Might. (Barrons.com)
Oct-02-25 07:52PM	Analyst Report: Invesco Ltd. (Morningstar Research)
Oct-01-25 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
09:00AM	Invesco Ltd. To Announce Third Quarter 2025 Results (PR Newswire)
12:01AM	3 Reasons to Sell IVZ and 1 Stock to Buy Instead (StockStory)
Sep-29-25 04:05AM	Chinas Markets Shed Uninvestable Tag as Global Funds Return (Bloomberg)
Sep-25-25 11:45AM	Why Invesco (IVZ) is a Great Dividend Stock Right Now (Zacks)
11:00AM	The Hunt for AI Gains Is Lifting Chinese Stocks. Here's What You Need to Know. (Investopedia)
09:10AM	Is Invesco Stock Outperforming the Dow? (Barchart)
Sep-24-25 04:15PM	Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend (PR Newswire)
04:15PM	Invesco Mortgage Capital Inc. Announces Board Retirements and Changes (PR Newswire)
03:08PM	Bitcoin and Ethereum ETFs Suffer Massive $244M Outflow Amid Second Straight Day of Outflows (Cryptonews)
Sep-18-25 11:32PM	Custody Bank Stocks Q2 Recap: Benchmarking Invesco (NYSE:IVZ) (StockStory)
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	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	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)
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)

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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