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IVZ

Invesco Ltd

Dec 10 • 11:56AM ET

26.38

-0.16 -0.60 %

Financial • Asset Management • USA • NYSE

Peers: BLK TROW BEN AMP STT NTRS BK JHG

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

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Index	S&P 500	P/E	17.91	EPS (ttm)	1.47	Insider Own	0.67%	Shs Outstand	445.09M	Perf Week	8.16%
Market Cap	11.74B	Forward P/E	10.46	EPS next Y	2.52	Insider Trans	-8.11%	Shs Float	442.09M	Perf Month	11.59%
Enterprise Value	22.37B	PEG	0.55	EPS next Q	0.57	Inst Own	92.14%	Short Float	2.89%	Perf Quarter	16.98%
Income	669.20M	P/S	1.87	EPS this Y	15.87%	Inst Trans	-6.18%	Short Ratio	2.50	Perf Half Y	75.05%
Sales	6.29B	P/B	1.07	EPS next Y	27.28%	ROA	3.75%	Short Interest	12.76M	Perf YTD	50.92%
Book/sh	24.70	P/C	7.71	EPS next 5Y	19.14%	ROE	7.29%	52W High	26.63 -0.94%	Perf Year	47.95%
Cash/sh	3.42	P/FCF	9.47	EPS past 3/5Y	-26.73% -1.69%	ROIC	2.99%	52W Low	11.60 127.41%	Perf 3Y	41.90%
Dividend Est.	0.84 (3.18%)	EV/EBITDA	17.27	Sales past 3/5Y	-5.00% -0.47%	Gross Margin	64.11%	Volatility	3.69% 3.27%	Perf 5Y	48.20%
Dividend TTM	0.83 (3.17%)	EV/Sales	3.56	EPS Y/Y TTM	260.65%	Oper. Margin	17.98%	ATR (14)	0.80	Perf 10Y	-21.51%
Dividend Ex-Date	Nov 14, 2025	Quick Ratio	0.98	Sales Y/Y TTM	6.64%	Profit Margin	10.63%	RSI (14)	67.87	Recom	2.60
Dividend Gr. 3/5Y	6.53% -8.02%	Current Ratio	0.98	EPS Q/Q	449.13%	SMA20	8.43%	Beta	1.62	Target Price	27.00
Payout	69.23%	Debt/Eq	0.60	Sales Q/Q	8.63%	SMA50	10.91%	Rel Volume	0.49	Prev Close	26.54
Employees	8508	LT Debt/Eq	0.60	Earnings	Oct 28 BMO	SMA200	39.33%	Avg Volume	5.11M	Price	26.38
IPO	Aug 25, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	36.10% 0.91%	Trades		Volume	1,021,015	Change	-0.60%

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

Today 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	Loading…
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)
10:19AM	Invesco Teams Up With LGT on Private Equity and Credit for Retail (Wealth Management)
09:40AM	Why This 1 Value Stock Could Be a Great Addition to Your Portfolio (Zacks)
07:55AM	Invesco and LGT Capital Partners Forge Strategic Partnership to Expand Access to Private Markets for U.S. Wealth and Retirement Investors (PR Newswire)
12:01AM	Invesco Doesnt QQQuite Have the Votes for ETFs Transition (The Daily Upside)
Dec-07-25 05:30AM	Why Nvidia and Other AI Stocks Have Lost Their Quality Status (The Wall Street Journal)
Dec-05-25 08:14PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:34PM	Why has Invesco's QQQ called me two dozen times in the past few weeks? Is it a scam? (MarketWatch)
11:10AM	Loading…
11:10AM	Why Invesco (IVZ) Stock Is Up Today (StockStory)
Dec-03-25 04:15PM	Invesco Ltd. to Participate in the Goldman Sachs 2025 Financial Services Conference (PR Newswire)
12:00PM	Invesco Releases 2026 Investment Outlook "Resilience and Rebalancing" (PR Newswire)
11:30AM	Affiliated Managers (AMG) Up 5.9% Since Last Earnings Report: Can It Continue? (Zacks)
Dec-02-25 04:16PM	Worried About Mag 7 Concentration Risk? This ETF Could Help (MarketBeat)
03:28AM	European Rates Work Well as a Hedge in Global Portfolios (The Wall Street Journal)
01:43AM	Bond Curves Expected to Steepen Next Year (The Wall Street Journal)
Dec-01-25 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
08:36AM	BlackRock's Surge in Crypto: Bitcoin ETFs Now Its Top Revenue Driver (Zacks)
Nov-27-25 11:30AM	Invesco (IVZ) Up 1.8% Since Last Earnings Report: Can It Continue? (Zacks)
06:27AM	Gilt Yields Rise as Fiscal Concerns Linger After Budget (The Wall Street Journal)
Nov-26-25 06:10AM	Vanguard Climbs the Bond Ladder With Latest Launch (The Daily Upside)
Nov-24-25 04:46PM	What's Healthy About a 'Healthy Correction' in Stocks? Here's What the Experts Say (Investopedia)
Nov-21-25 03:45PM	Are We in an AI Bubble? What Happens If It Bursts? (The Wall Street Journal)
08:00AM	Copycat ETFs Are Everywhere. Should Issuers Worry? (The Daily Upside)
09:50AM	Loading…
Nov-20-25 09:50AM	Are You a Momentum Investor? This 1 Stock Could Be the Perfect Pick (Zacks)
08:30AM	Invesco Provides Estimated Capital Gain Distribution Information for 2025 (PR Newswire)
Nov-19-25 04:00PM	The Clear Winner for Building Long Term Wealth, QQQ or VTI? (24/7 Wall St.)
09:41AM	Here's Why Invesco (IVZ) is a Strong Value Stock (Zacks)
05:19AM	Jeff Bezos issued a warning, says you might want to rethink buying a 'new automobile, refrigerator, or whatever' (Moneywise)
Nov-18-25 04:14AM	Zacks Industry Outlook Highlights Ameriprise, Invesco and Affiliated Managers (Zacks)
Nov-17-25 08:57AM	Top Stocks With Solid Shareholder Yield to Safeguard Your Portfolio (Zacks)
08:38AM	Buy 5 Top-Ranked High-Flying Finance Stocks for 2026 to Tap Upside (Zacks)
06:29AM	3 Investment Management Stocks to Invest in From a Thriving Industry (Zacks)
Nov-14-25 05:11PM	Nelson Peltz's Strategic Moves: U-Haul Holding Co Exit Impacts Portfolio by -0.56% (GuruFocus.com)
Nov-13-25 12:53PM	T. Rowe Price October AUM Rises 1.3% Sequentially Despite Net Outflows (Zacks)
11:40AM	IVZ vs. BLK: Which Stock Is the Better Value Option? (Zacks)
Nov-12-25 11:04AM	Invesco's October AUM Rises 2% on Favorable Markets, Inflows (Zacks)
07:30AM	Im Preparing for a Bang When the Nasdaq Crashes. Heres How Im Trading the QQQ ETF First. (Barchart)
Nov-11-25 04:15PM	Invesco Ltd. Announces October 31, 2025 Assets Under Management (PR Newswire)
11:00AM	Bitwise sparks industry scramble with Solana ETF launch (Reuters)
Nov-07-25 03:28AM	Best Income Stocks to Buy for Nov. 7 (Zacks)
Nov-06-25 01:02PM	Invesco QQQ Sponsor Spotlight: Rethinking Innovation (Bloomberg)
Nov-05-25 01:42PM	Invesco Stock: Is Wall Street Bullish or Bearish? (Barchart)
Nov-04-25 01:03PM	Franklin Q4 Earnings Coming Up: Here's What to Expect From the Stock (Zacks)
12:10PM	Apollo Global Q3 Earnings Beat Estimates, AUM Increase Y/Y (Zacks)
12:36AM	5 Must-Read Analyst Questions From Invesco's Q3 Earnings Call (StockStory)
Nov-03-25 04:06PM	Markets suggest a continued drift and chase higher, says NewEdge Wealth's Cameron Dawson (CNBC TV)
12:20PM	KKR & Co. Set to Announce Q3 Earnings: Here's What You Should Know (Zacks)
Nov-02-25 11:43PM	1 Financials Stock for Long-Term Investors and 2 Facing Headwinds (StockStory)
Oct-31-25 06:29PM	Alternative Economic Data Point to Solid Growth (Barrons.com)
01:49PM	T. Rowe Price Q3 Earnings Beat on Higher AUM & Revenues, Stock Up (Zacks)
01:20PM	Federated Hermes Q3 Earnings Beat, AUM Reaches Record Level (Zacks)
05:03AM	Bitcoin ETFs Bleed $490 Million as BlackRock Faces Fraud Scandal (BeInCrypto)
Oct-30-25 12:58PM	Ameriprise Q3 Earnings Beat on Higher Revenues & AUM Growth (Zacks)
09:00AM	AMG's Q3 Earnings on the Deck: Here's What You Should Know (Zacks)
Oct-29-25 11:25AM	Acadian Set to Release Q3 Earnings: What's in the Cards? (Zacks)
11:20AM	T. Rowe Price Q3 Earnings Coming Up: Here's What to Expect (Zacks)
11:19AM	Analyst Report: Invesco Ltd. (Morningstar Research)
09:25AM	Company News for Oct 29, 2025 (Zacks)
01:31AM	IVZ Q3 Deep Dive: Broad-Based Growth, Strategic Streamlining, and Global Expansion Drive Results (StockStory)
Oct-28-25 02:06PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:55PM	IVZ Stock Up on Q3 Earnings Beat, AUM Increases Y/Y to Record $2.12T (Zacks)
11:40AM	IVZ or APO: Which Is the Better Value Stock Right Now? (Zacks)
09:30AM	Invesco (IVZ) Reports Q3 Earnings: What Key Metrics Have to Say (Zacks)
08:05AM	Invesco (IVZ) Q3 Earnings Surpass Estimates (Zacks)
07:15AM	Invesco (NYSE:IVZ) Reports Upbeat Q3 (StockStory)
07:04AM	Invesco: Q3 Earnings Snapshot (Associated Press Finance)
06:55AM	Invesco Reports Results for the Three Months Ended September 30, 2025 (PR Newswire)
Oct-27-25 05:47PM	Exxon and 9 More Dividend Stocks to Buy for a Rocky Market (Barrons.com)
02:45PM	10 High-Yield Dividend Stocks for a Rocky Market (Barrons.com)
09:40AM	Why Invesco (IVZ) is a Top Value Stock for the Long-Term (Zacks)
Oct-26-25 11:04PM	Earnings To Watch: Invesco (IVZ) Reports Q3 Results Tomorrow (StockStory)
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)
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)
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)

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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