IVZ [NYSE]
Invesco Ltd.
IndexS&P 500 P/E5.77 EPS (ttm)2.85 Insider Own1.60% Shs Outstand459.77M Perf Week-5.41%
Market Cap7.18B Forward P/E5.94 EPS next Y2.76 Insider Trans215.26% Shs Float367.22M Perf Month-13.90%
Income1.32B PEG8.24 EPS next Q0.60 Inst Own70.30% Short Float2.06% Perf Quarter-28.79%
Sales6.86B P/S1.05 EPS this Y164.10% Inst Trans0.56% Short Ratio1.88 Perf Half Y-29.25%
Book/sh24.65 P/B0.67 EPS next Y11.15% ROA4.10% Target Price22.05 Perf Year-39.07%
Cash/sh2.99 P/C5.49 EPS next 5Y0.70% ROE11.80% 52W Range15.62 - 27.08 Perf YTD-28.67%
Dividend0.75 P/FCF24.76 EPS past 5Y7.80% ROI6.00% 52W High-39.36% Beta1.27
Dividend %4.57% Quick Ratio- Sales past 5Y7.80% Gross Margin68.80% 52W Low5.12% ATR0.62
Employees8549 Current Ratio- Sales Q/Q-1.80% Oper. Margin26.50% RSI (14)40.31 Volatility3.49% 3.08%
OptionableYes Debt/Eq0.81 EPS Q/Q-25.40% Profit Margin19.30% Rel Volume0.76 Prev Close16.13
ShortableYes LT Debt/Eq0.81 EarningsApr 26 BMO Payout23.80% Avg Volume4.01M Price16.42
Recom- SMA20-4.75% SMA50-9.91% SMA200-25.42% Volume3,029,089 Change1.80%
Jun-13-22Downgrade BMO Capital Markets Outperform → Market Perform $25 → $20
Apr-12-22Downgrade Keefe Bruyette Outperform → Mkt Perform $25
Jan-26-22Reiterated Morgan Stanley Equal-Weight $29 → $27
Jan-26-22Reiterated Evercore ISI In-line $28 → $25
Jan-26-22Reiterated Deutsche Bank Buy $38 → $37
Jan-26-22Reiterated Citigroup Buy $33 → $32
Jan-26-22Reiterated BofA Securities Neutral $26 → $24
Jan-26-22Reiterated BMO Capital Markets Outperform $33 → $29
Dec-17-21Upgrade BMO Capital Markets Market Perform → Outperform $33
Dec-16-21Resumed BofA Securities Neutral $26
Oct-22-21Upgrade Evercore ISI Underperform → In-line $28
Jul-12-21Upgrade Citigroup Neutral → Buy $29 → $34
Jan-28-21Upgrade UBS Neutral → Buy $24
Oct-28-20Upgrade Keefe Bruyette Mkt Perform → Outperform $15 → $16.50
Oct-12-20Upgrade Citigroup Sell → Neutral
Sep-17-20Upgrade UBS Sell → Neutral $8 → $11
Aug-13-20Downgrade Barclays Equal Weight → Underweight $11
Apr-24-20Downgrade Keefe Bruyette Outperform → Mkt Perform $8.25
Apr-15-20Downgrade Citigroup Neutral → Sell $5.50
Jan-03-20Downgrade RBC Capital Mkts Outperform → Sector Perform $22 → $19
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Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
MM Asset Management Holding LL10% OwnerJun 14Buy16.21827,59013,412,66881,332,319Jun 15 05:30 PM
MM Asset Management Holding LL10% OwnerJun 13Buy16.08827,59013,306,24080,504,729Jun 15 05:30 PM
Kessler DenisDirectorMay 15Option Exercise0.005,807081,940May 17 04:47 PM
Vacheron TerryChief Accounting OfficerMay 10Buy17.404,00069,60010,696May 11 04:02 PM
Kessler DenisDirectorApr 29Option Exercise0.001,311076,133Apr 29 04:32 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerApr 04Buy23.46250,0625,866,63055,745,000Apr 04 05:34 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerApr 01Buy23.131,474,53834,112,69955,494,938Apr 04 05:34 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 31Buy23.072,000,00046,145,60054,020,400Apr 04 05:34 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 30Buy23.361,500,00035,036,55052,020,400Mar 30 05:46 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 29Buy23.201,273,50129,540,12950,520,400Mar 30 05:46 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 28Buy22.15756,41916,754,22749,246,899Mar 30 05:46 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 25Buy22.01720,08015,846,44148,490,480Mar 25 09:13 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 24Buy21.77682,43714,856,17647,770,400Mar 25 09:13 PM
TRIAN FUND MANAGEMENT, L.P.10% OwnerMar 23Buy21.521,026,50822,085,32047,087,963Mar 25 09:13 PM
MASSACHUSETTS MUTUAL LIFE INSU10% OwnerMar 08Buy19.491,378,43326,862,2594,114,098Mar 08 08:01 PM
McGreevey GregorySenior Managing DirectorMar 08Sale19.60200,0003,920,000260,403Mar 10 06:09 PM
MASSACHUSETTS MUTUAL LIFE INSU10% OwnerMar 07Buy18.651,378,43325,702,5372,735,665Mar 08 08:01 PM
MASSACHUSETTS MUTUAL LIFE INSU10% OwnerMar 04Buy19.011,349,65025,652,5281,357,232Mar 08 08:01 PM
FLANAGAN MARTIN LPresident & CEOMar 01Sale19.51189,7083,701,203487,825Mar 02 05:14 PM
Lo Andrew Tak ShingSenior Managing DirectorFeb 28Option Exercise0.00119,7720345,377Mar 02 05:34 PM
Kessler DenisDirectorJan 27Option Exercise0.001,744074,822Jan 31 04:58 PM
Meadows ColinSenior Managing DirectorNov 04Sale25.8447,2101,219,906135,937Nov 08 04:23 PM
MASSACHUSETTS MUTUAL LIFE INSU10% OwnerNov 01Buy26.157,582198,2697,582Mar 08 08:01 PM
Kessler DenisDirectorOct 28Option Exercise25.492,71969,30773,078Oct 29 05:10 PM
Lo Andrew Tak ShingSenior Managing DirectorSep 13Sale24.91150,0003,736,500225,605Sep 14 04:18 PM
Schlossberg AndrewSenior Managing DirectorAug 31Option Exercise0.0046,1180262,042Sep 01 04:53 PM
Sharp Douglas JSenior Managing DirectorAug 31Option Exercise0.0015,104032,572Sep 01 04:50 PM
Kessler DenisDirectorJul 29Option Exercise24.353,41983,25370,359Aug 02 06:43 PM