IVZ

Invesco Ltd

Jan 29 • 04:00PM ET

27.72

+0.16 0.58 %

Financial • Asset Management • USA • NYSE

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

Index	S&P 500	P/E	-	EPS (ttm)	-1.62	Insider Own	0.68%	Shs Outstand	444.00M	Perf Week	-5.20%
Market Cap	12.34B	Forward P/E	9.18	EPS next Y	3.02	Insider Trans	-8.00%	Shs Float	442.09M	Perf Month	3.28%
Enterprise Value	25.88B	PEG	0.47	EPS next Q	0.59	Inst Own	93.08%	Short Float	3.32%	Perf Quarter	15.69%
Income	-726.30M	P/S	1.91	EPS this Y	31.65%	Inst Trans	-5.48%	Short Ratio	2.80	Perf Half Y	29.05%
Sales	6.47B	P/B	1.01	EPS next Y	13.02%	ROA	-1.04%	Short Interest	14.66M	Perf YTD	5.52%
Book/sh	27.55	P/C	11.89	EPS next 5Y	19.41%	ROE	-2.10%	52W High	29.61 -6.38%	Perf Year	43.33%
Cash/sh	2.33	P/FCF	9.95	EPS past 3/5Y	- -	ROIC	-3.15%	52W Low	11.60 138.97%	Perf 3Y	49.68%
Dividend Est.	0.88 (3.16%)	EV/EBITDA	19.97	Sales past 3/5Y	2.50% 0.61%	Gross Margin	67.13%	Volatility	4.45% 3.14%	Perf 5Y	32.19%
Dividend TTM	0.83 (3.01%)	EV/Sales	4.00	EPS Y/Y TTM	-236.08%	Oper. Margin	-8.49%	ATR (14)	0.94	Perf 10Y	-2.50%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	0.98	Sales Y/Y TTM	7.70%	Profit Margin	-11.22%	RSI (14)	50.09	Recom	2.29
Dividend Gr. 3/5Y	4.37% 1.25%	Current Ratio	0.31	EPS Q/Q	-670.41%	SMA20	-1.72%	Beta	1.67	Target Price	30.45
Payout	69.23%	Debt/Eq	0.88	Sales Q/Q	11.84%	SMA50	4.51%	Rel Volume	0.95	Prev Close	27.56
Employees	8508	LT Debt/Eq	0.88	Earnings	Jan 27 BMO	SMA200	32.05%	Avg Volume	5.23M	Price	27.72
IPO	Aug 25, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.47% 0.42%	Trades		Volume	4,984,057	Change	0.58%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-26-22	Reiterated	Morgan Stanley	Equal-Weight	$29 → $27

Show Previous Ratings

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12:00PM	Invesco (IVZ) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
10:11AM	Invesco price target lowered to $33 from $35 at RBC Capital (TipRanks)
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Jan-28-26 12:38PM	Franklin Q1 Earnings Coming Up: Here's What to Expect From the Stock (Zacks)
11:45AM	Invesco (IVZ) Could Be a Great Choice (Zacks)
10:38AM	Invescos $1.7 Billion Emerging Markets Fund Rides China Tech and Banks To Huge Gains (24/7 Wall St.)
09:50AM	Why Invesco (IVZ) is a Top Momentum Stock for the Long-Term (Zacks)
09:40AM	Should Value Investors Buy Invesco (IVZ) Stock? (Zacks)
09:07AM	Well Done! Invescos Semiconductor ETF Returned 46% Without Just Chasing NVDA \| PSI (24/7 Wall St.)
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Jan-27-26 06:53PM	2 Portfolio Worthy Value Stocks to Consider After Q4 Results: GM, IVZ (Zacks) -5.13%
04:01PM	Invesco Ltd (IVZ) Q4 2025 Earnings Call Highlights: Record AUM and Strategic Partnerships Drive ... (GuruFocus.com)
01:04PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:26PM	IVZ Stock Gains on Q4 Earnings Beat as AUM, Revenues Increase Y/Y (Zacks)
11:39AM	Invesco Q4 Earnings Call Highlights (MarketBeat)
10:36AM	Invescos RAFI ETF Has One of The Best Charts Ive Seen This Year (24/7 Wall St.)
09:30AM	Invesco (IVZ) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:46AM	Invesco's (NYSE:IVZ) Q4 CY2025 Sales Beat Estimates, Stock Soars (StockStory)
08:15AM	Invesco (IVZ) Beats Q4 Earnings and Revenue Estimates (Zacks)
07:26AM	Invesco: Q4 Earnings Snapshot (Associated Press Finance)
06:55AM	Invesco Reports Results for the Three Months and Year Ended December 31, 2025 (PR Newswire)
06:40AM	Invescos PXH ETF Jumped 38% as Emerging Markets Finally Heat Up (24/7 Wall St.)
Jan-26-26 07:04AM	Higher AUM on Upbeat Markets to Drive Invesco's Q4 Earnings (Zacks)
Jan-25-26 10:05PM	Invesco Earnings: What To Look For From IVZ (StockStory)
07:52AM	Big Tech earnings, Fed meeting feature as markets end January with busiest week of Q1: What to watch (Yahoo Finance)
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Jan-24-26 10:07AM	Invescos 1,500 Stock ETF Gained 227% While Everyone Forgot About Small Caps (24/7 Wall St.)
Jan-23-26 10:59AM	Invescos 276% ETF Flips Normal S&P 500 Rules And Still Wins Big \| PRF, VOO (24/7 Wall St.)
09:40AM	Why Invesco (IVZ) is a Top Value Stock for the Long-Term (Zacks)
Jan-22-26 09:15AM	Exploring Analyst Estimates for Invesco (IVZ) Q4 Earnings, Beyond Revenue and EPS (Zacks)
Jan-21-26 12:21PM	Invesco (IVZ) Stock Trades Up, Here Is Why (StockStory)
10:00AM	SEI Investments (SEIC) Earnings Expected to Grow: Should You Buy? (Zacks)
03:07AM	Bessent Says Hes Unconcerned by Treasurys Selloff (The Wall Street Journal)
12:23AM	More Cautious Investment Stance Toward JGBs Warranted, Invesco Says (The Wall Street Journal)
Jan-20-26 03:00PM	Avoid Value Traps and Buy These 4 PEG-Based Stocks Now (Zacks) -5.20%
Jan-19-26 12:01AM	Why This $357B Asset Manager Is Getting Back in the ETF Game (The Daily Upside)
Jan-15-26 04:15PM	Invesco Mortgage Capital Inc. Announces Monthly Common Dividend and Provides Update on Book Value and Leverage (PR Newswire)
03:45PM	Why Invesco (IVZ) Stock Is Trading Up Today (StockStory)
11:26AM	BlackRock Beats on Q4 Earnings as Revenues & AUM Increase Y/Y (Zacks)
08:13AM	Invescos Sleepy ETF Ended Up Ripping 33% While No One Was Watching (24/7 Wall St.)
Jan-14-26 07:38AM	IVZ's December AUM Rises on Inflows Despite Weak Markets, Stock Down (Zacks)
07:17AM	The market doesn't believe we're losing Fed independence, says Invesco's Brian Levitt (CNBC TV)
12:03AM	Credit Card Rate Cap Undermines Bank ETFs After Year of Strong Growth (The Daily Upside)
Jan-13-26 09:00AM	CI Global Asset Management to Acquire Invesco's Canadian Investment Fund Assets and Form Long-Term Strategic Partnership (PR Newswire)
01:52AM	Ethereum Faces Key 2026 Resistance, but $5.04 Million ETH ETF Inflows Spell Hope (BeInCrypto)
Jan-12-26 04:15PM	Invesco Ltd. Announces December 31, 2025 Assets Under Management (PR Newswire)
09:50AM	Invesco (IVZ) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
Jan-09-26 07:44PM	Analyst Report: Invesco Ltd. (Morningstar Research)
07:00AM	ETF Giant Invesco Shares What The Next Big Thing Will Be (Investor's Business Daily)
Jan-07-26 10:37PM	Winners And Losers Of Q3: Invesco (NYSE:IVZ) Vs The Rest Of The Custody Bank Stocks (StockStory)
01:08PM	What Retirees Need To Know About Invescos Famed 12% High Yield ETF \| KBWD (24/7 Wall St.)
09:40AM	Are You a Value Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
07:32AM	Invescos ETF Puts Rocket Fuel on the S&P 500 (24/7 Wall St.)
Jan-06-26 06:14PM	MSCI Keeps Strategy For Now But Handcuffs Bitcoin Buying (Investor's Business Daily)
01:04AM	Bitcoin ETFs See Biggest Inflow in 3 Months as BlackRock Signals Cryptos Structural Shift (BeInCrypto)
Jan-05-26 11:01PM	3 Reasons to Sell IVZ and 1 Stock to Buy Instead (StockStory)
09:00AM	Invesco Ltd. to Announce Fourth Quarter 2025 Results (PR Newswire)
07:20AM	How Safe is The 5.2% Dividend On Invescos Oil Fund ETF? \| DBO (24/7 Wall St.)
06:35AM	Invesco Earnings Preview: What to Expect (Barchart)
04:55AM	Bitcoin's breakout lifts crypto equities and miners in pre-market trading (CoinDesk)
Jan-02-26 12:15PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
Jan-01-26 12:24PM	Is Invescos China Technology ETF Still A Buy After Trouncing The S&P 500 With 35% Run? (24/7 Wall St.)
Dec-31-25 12:00PM	Alibaba Group Holding Ltd: A Major Addition to Invesco EQV European Equity Fund's Portfolio (GuruFocus.com)
10:31AM	Invescos Senior Loan ETF Owns Some Of Elon Musks X Debt Yielding 10% \| BKLN (24/7 Wall St.)
Dec-30-25 10:09AM	IVZ Among Top-Performing S&P 500 Asset Managers in 2025: Is It a Buy? (Zacks)
Dec-24-25 09:49AM	The Zacks Analyst Blog Highlights Invesco, Johnson & Johnson, NiSource, Bunge Global and Morgan Stanley (Zacks)
Dec-23-25 04:12PM	Will the Santa Claus Rally Deliver This Winterand Lift Stocks in 2026? (Investopedia)
11:12AM	Top 5 High-Yield S&P 500 Stocks to Buy for Reliable Returns in 2026 (Zacks)
03:41AM	Invesco Sees Fed Rate Cuts Boosting Equities in 2026 (Bloomberg)
Dec-22-25 02:24PM	'Pleased' With QQQ Vote: Invesco's Brian Hartigan (Bloomberg)
10:36AM	Invesco Shareholders Approve QQQ Reclassification to Open-End ETF (Zacks)
12:01AM	QQQ to Become an Open-End Fund (The Daily Upside)
Dec-21-25 08:33AM	Jeff Bezos warned Americans not to buy a new 'refrigerator, or whatever. Fearmongering, or good advice for 2026? (Moneywise)
Dec-19-25 12:00PM	Invesco (IVZ) Is Up 0.08% in One Week: What You Should Know (Zacks)
11:40AM	IVZ or BLK: Which Is the Better Value Stock Right Now? (Zacks)
10:00AM	Best Momentum Stocks to Buy for Dec. 19 (Zacks)
09:12AM	Invesco Unlocks $180 Million Windfall After QQQ Vote Passes (Bloomberg)
08:53AM	Invesco QQQ Shareholders Vote to Approve Modernization (PR Newswire)
04:41AM	Best Income Stocks to Buy for Dec. 19 (Zacks)
Dec-18-25 04:15PM	Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend and Transition to Monthly Common Dividends Beginning in January 2026 (PR Newswire)
01:02PM	Wall Street's AI Darlings Are Cracking--Is the Speculative Boom Running Out of Steam? (GuruFocus.com)
09:50AM	Why Invesco (IVZ) is a Top Momentum Stock for the Long-Term (Zacks)
06:40AM	Deutsche upgrades Invesco to Buy on better organic growth (TipRanks)
05:30AM	JPMorgan Quants Warn of Extreme Crowding in Speculative Stocks (Bloomberg)
05:22AM	Invesco Stock: Is IVZ Outperforming the Financial Sector? (Barchart)
12:02AM	Are Model Portfolios Key to Alt Adoption? (The Daily Upside)
Dec-15-25 05:50PM	Analyst Report: Invesco Ltd. (Morningstar Research)
09:00AM	Invesco and Galaxy Expand Access to Solana Through the Invesco Galaxy Solana ETP (QSOL) (PR Newswire)
Dec-10-25 07:41AM	Fifth Third Partners With Brex, Unlocks $5.6B Commercial Card Volume (Zacks)
02:56AM	Invesco teams up with LGT Capital to roll out private markets solutions (Private Banker International)
Dec-09-25 04:00PM	Why Invesco (IVZ) Stock Is Trading Up Today (StockStory)
11:54AM	3 Asset Manager Stocks Set to Extend Their Winning Streak in 2026 (Zacks)
11:07AM	Invesco Collaborates With LGT Capital to Expand Private Markets Access (Zacks)
08:00AM	Invesco Ltd. Announces November 30, 2025 Assets Under Management (PR Newswire)
Dec-08-25 11:23AM	IVZ Hits 52-Week High on Pending QQQ Reclassification: Is It a Buy? (Zacks)
11:03AM	Streetwise: Why Big Tech Is Failing the S&P Quality Test (The Wall Street Journal)

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.

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
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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