Inside the research

Invesco Ltd.

IVZ Research profile · latest available data

Price overview

$30.92

▲ +0.24 (+0.8%)

52w hi$33.31
52w lo$21.67
Vol7.38M
As of25 Sep 2026

The Verdict

Buy

Our score +0.76

Short+1.17
Medium+0.63
Long+0.22

computed 2026-09-27

Key fundamentals

Invesco Ltd.

Financial Services · Asset Management

Market cap$13.65B
Enterprise value$17.87B
Forward P/E9.48x
EV / EBITDA12.37x
P / S (ttm)1.98x
Profit margin-0.9%
Return on equity-0.6%
Revenue growth+20.5%
Debt / equity12.06

Layer Breakdown

LayerRawContribution
Fundamental+0.24
Sector+0.02
Technical+0.33
Earnings+0.00
Sentiment+0.80

macro × 1.00 · 2026-09-27

Business overview

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, commodity, fixed income, 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 prefers to invest between $5 million and $15 million in companies. 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 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.

United States · www.invesco.com/corporate/en/home.html

Risk Metrics

Beta vs SPX1.60
Corr SPX0.69
Annual vol37.1%
Annual ret+36.2%
Sharpe0.98
Max DD-37.2%

Window: 504 trading days (504 obs)

Analyst Coverage

Mean PT$29.14
High / Low$32.00 / $26.00
Median$29.00
Analysts11
Strong Buy1
Buy3
Hold8
Sell0
Strong Sell0

Recent rating actions

2026-04-29TD Cowen→ Buy
2026-04-29JP Morgan→ Neutral
2026-04-29Goldman Sachs→ Neutral
2026-04-29Evercore ISI Group→ In-Line
2026-04-29Barclays→ Equal-Weight
2026-04-24JP Morgan→ Neutral

Material Events

DateEvent8-K
2026-08-11Reg FD Disclosure, Exhibitsread
2026-07-28Earnings Release, Exhibitsread
2026-07-10Reg FD Disclosure, Exhibitsread
2026-06-09Reg FD Disclosure, Exhibitsread
2026-05-22Shareholder Voteread
2026-05-11Reg FD Disclosure, Exhibitsread
2026-04-28Earnings Release, Exhibitsread
2026-04-10Reg FD Disclosure, Exhibitsread
2026-03-10Reg FD Disclosure, Exhibitsread
2026-02-23Other Material Eventread
2026-02-10Reg FD Disclosure, Exhibitsread
2026-01-27Earnings Release, Exhibitsread

Insider Trades

DateInsiderRoleActionSharesValue
2026-07-02DUKES LAURA ALLISONChief Financial OfficerWithheld for tax52.00K$1.40M
2026-07-02Kupor Jeffrey HSenior Managing DirectorWithheld for tax26.00K$702.31K
2026-07-02Lo Andrew Tak ShingSenior Managing DirectorOption exercise116.75K—
2026-07-02Schlossberg AndrewPresident and CEOWithheld for tax156.01K$4.21M
2026-05-15WOOD PHOEBE AGrant8.11K—

Flow & Concentration

Insider 180d net$0
Insider buys / sells0 / 0
Insider biasNeutral
13F holders7
Top-5 share99.2%
HHI2,768 (concentrated)

Top Holders

HolderValueShares
Millennium Management$452.07M17.13M
State Street Corp$443.17M16.79M
AQR Capital Management$332.62M12.60M
Capital Research / Capital World$75.18M2.85M
Citadel Advisors$57.49M2.18M
Fidelity / FMR LLC$10.20M386.61K
T. Rowe Price Group$280.18K10.62M

As of 2026-06-30

Dividends

Yield (TTM)1.36%
$ / share (TTM)$0.42
5y CAGR+1.5%

Annual dividend per share

2021$0.67
2022$0.73
2023$0.79
2024$0.81
2025$0.83
2026$0.21

SEC Filings

DateFormDoc
2026-08-1413F-HRview
2026-08-118-Kview
2026-08-054view
2026-08-044view
2026-08-0410-Qview
2026-07-288-Kview
2026-07-1513F-HR/Aview
2026-07-1513F-HR/Aview
2026-07-108-Kview
2026-07-074view
2026-07-074view
2026-07-074view
2026-07-074view
2026-07-014view
2026-06-098-Kview

The Long Run

FY 2009–2025 · 17 years

LineLatestCAGRTrend
Revenue$6.38B+3.2%
Operating income-$434.80M+8.0%
Net income$538.00M-1.5%
Cash from ops$1.53B+3.2%

Indices

S&P 500

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$30.85$31.11$30.42$30.927.38M
Sep 24$30.50$30.73$30.01$30.686.97M
Sep 23$30.40$30.95$30.25$30.744.32M
Sep 22$30.70$31.63$30.35$30.854.79M
Sep 21$31.06$31.46$30.88$31.384.19M

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