IVZ

Invesco Ltd

32.55

Aug 14 • 3:59 PM ET +0.19 (0.59%)

32.55

Aftermarket • 7:34 PM ET 0.00 (0.00%)

Financial Asset Management USA Large NYSE

Aug 13, 9:35 AMInvesco Real Estate closes $3.2 billion in global loan commitments in H1 2026, up 112% vs H1 2025

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

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

Scroll to Statements

Index	S&P 500
Market Cap	14.37B
Enterprise Value	17.89B
Income	-309.20M
Sales	7.12B
Book/sh	22.56
Cash/sh	3.65
Dividend Est.	0.86 (2.64%)
Dividend TTM	0.85 (2.61%)
Dividend Ex-Date	Aug 14, 2026
Dividend Gr. 3/5Y	4.37% 1.25%
Payout	-
Employees	7499
IPO	Aug 25, 1995

P/E	-
Forward P/E	9.99
PEG	0.44
P/S	2.02
P/B	1.44
P/C	8.92
P/FCF	7.35
EV/EBITDA	10.21
EV/Sales	2.51
Quick Ratio	0.99
Current Ratio	0.99
Debt/Eq	0.13
LT Debt/Eq	0.13
Option/Short	Yes / Yes

EPS (ttm)	-0.70
EPS next Y	3.26
EPS next Q	0.74
EPS this Y	38.48%
EPS next Y	15.86%
EPS next 5Y	22.51%
EPS past 3/5Y	- -
Sales past 3/5Y	2.86% 0.83%
EPS Y/Y TTM	-173.65%
Sales Y/Y TTM	15.64%
EPS Q/Q	2853.26%
Sales Q/Q	22.41%
Earnings	Jul 28 BMO
EPS/Sales Surpr.	6.62% 0.83%

Insider Own	0.77%
Insider Trans	0.00%
Inst Own	97.08%
Inst Trans	1.91%
ROA	-0.23%
ROE	-0.49%
ROIC	-0.46%
Gross Margin	65.11%
Oper. Margin	22.63%
Profit Margin	-4.34%
SMA20	5.96%
SMA50	12.03%
SMA200	22.48%
Trades

Shs Outstand	441.50M
Shs Float	438.12M
Short Float	3.73%
Short Ratio	3.17
Short Interest	16.34M
52W High	32.55 0.00%
52W Low	20.48 58.94%
Volatility	2.61% 2.86%
ATR (14)	0.92
RSI (14)	66.44
Beta	1.60
Rel Volume	0.86
Avg Volume	5.16M
Volume	4,434,394

Perf Week	3.07%
Perf Month	7.43%
Perf Quarter	17.38%
Perf Half Y	24.09%
Perf YTD	23.91%
Perf Year	52.53%
Perf 3Y	100.93%
Perf 5Y	30.99%
Perf 10Y	9.38%
Recom	2.40
Target Price	33.38
Prev Close	32.36
Price	32.55
Change %	0.59%

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

Aug-14-26 11:53AM	Invesco Real Estate Loan Originations Rise 112% in 2026 (CRE Daily)
Aug-13-26 09:00AM	Invesco Real Estate Closes on $3.2 Billion in Loan Commitments in H1 2026 (PR Newswire)
08:24AM	Cryptos Wall Street Era Arrives as Retail Buzz, Liquidity Fade (Bloomberg)
Aug-11-26 06:55AM	Invesco Ltd. Announces July 31, 2026 Assets Under Management (PR Newswire)
Aug-10-26 08:14AM	Bitcoin ETFs Draw $854M Over Five Days as Rate-Hike Bets Fade (decrypt)
12:00PM	Loading…
Aug-03-26 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
Jul-30-26 08:23AM	SPMO ETF Hides A Heavy Tech Tilt (Trefis)
Jul-29-26 11:27AM	Why equal-weighted ETFs are such a 'simple solution' to tech concentration risks (Yahoo Finance Video)
09:30AM	SOXQ ETF Is A Sharper Bet Than Its Name Suggests (Trefis)
Jul-28-26 05:01PM	Invesco Ltd (IVZ) Q2 2026 Earnings Call Highlights: Record Net Inflows and Robust Revenue Growth (GuruFocus.com)
03:07PM	Invesco Ltd. Q2 2026 Earnings Call Summary (Moby)
07:24AM	Invesco Reports Net Income In Q2 (RTT News)
07:02AM	Invesco: Q2 Earnings Snapshot (Associated Press)
06:55AM	Invesco Reports Results for the Three Months Ended June 30, 2026 (PR Newswire)
Jul-27-26 04:44PM	What Is The Growth In QQQ Actually Costing You? (Trefis)
12:00AM	Loading…
Jul-24-26 12:00AM	Barclays Trading Boss Hunts for Growth Against Wall Street Giants (Bloomberg)
Jul-20-26 07:00AM	$100 Billion ETFs: Meet the New Class of Mega-Funds (ETF Trends)
Jul-17-26 08:27AM	What Is Kimi K3? The Chinese AI Model That Has Wall Street Talking (Stocktwits)
Jul-10-26 08:00AM	Invesco Ltd. Announces June 30, 2026 Assets Under Management (PR Newswire)
Jul-09-26 04:30PM	INVESCO Ltd. stock outperforms competitors on strong trading day (MarketWatch) +5.85%
01:39PM	Plume Brings Bitwise and Invesco RWA Yield to Binance Wallet (CryptoProwl)
11:18AM	STG Logistics exits Chapter 11 as intermodal market heats up (FreightWaves)
12:03AM	BlackRock Takes On Invesco, State Street With New Nasdaq-100 ETF (The Daily Upside)
12:01AM	Long-Short SMAs Aim to Keep the Tax Losses Flowing (The Daily Upside)
Jul-07-26 07:45AM	Tech Volatility Hits Highest Since Dot-Com Bust Next to S&P 500 (Bloomberg)
07:32AM	BlackRock to launch Nasdaq-100 ETF, challenging Invesco's dominance as AI rally boosts demand (Reuters)
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)
09:00AM	Loading…
Jul-05-26 09:00AM	SK Hynix Seeks Access to AI Investors in $29 Billion US Listing (Bloomberg)
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)
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	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)

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 & CEO of Asia PacificMr. Andrew Tak Shing Lo

Senior MD & Co-Head of InvestmentsMr. Tony L. Wong

Senior MD & Co-Head of InvestmentMs. Stephanie Claire Butcher

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lo Andrew Tak Shing	Senior Managing Director	Jul 02 '26	Option Exercise	0.00	116,754	0	955,847	Jul 07 10:35 AM
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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