Stocks/IVZ

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IVZ

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Invesco Ltd Common Stock
Financial ServicesAsset ManagementUnited StatesNYSE
$26.75
+2.71%today
MKT CAP
$12.1B
+8.6% · 1Y
Earnings History
-10.7%
+37.7%
+7.1%
-1.2%
Q2 '25
Q3 '25
Q4 '25
Q1 '26
Analyst Targets
Current price
$26.75
Low
$26.00
Analyst Mean
$29.14
High
$32.00
11 analystsBuy
Full Financials
Trailing P/E-
Forward P/E9.0x
EV/EBITDA-
Price/Sales-
Dividend Yield321.00%
Revenue Growth YoY-
Earnings Growth YoY-
Revenue Growth QoQ+0.4%
5y Revenue CAGR+0.1%
5y Earnings CAGR-
Gross Margin-
Operating Margin-
Net Margin-
ROE-
Debt / Equity-
Free Cash Flow-
Insider Ownership0.6%
Institutional Ownership94.1%
Short % of Float6.62%
Days to Cover3.8d
1 Week+4.7%
1 Month-
3 Months-
6 Months-
YTD-
1 Year-
3 Years-
5 Years-
vs 50-day SMA-
vs 200-day SMA-
vs 52w High-
vs 52w Low-
Insider Transactions
FilerRoleTypeSharesPriceValueDate
SMITH ALAN LEONARDOfficerOther8,641--2026-03-13
SMITH ALAN LEONARDOfficerStock8,936$0.00$0.00M2026-02-27
SMITH ALAN LEONARDOfficerConversion8,936$26.26$0.23M2026-02-27
WONG TONY LOfficerStock31,955$0.00$0.00M2026-02-27
WONG TONY LOfficerConversion15,343$26.26$0.40M2026-02-27
Top Holders
HolderType% HeldValueΔ SharesAs of
Massachusetts Mutual Life Insurance Co.institution18.35%$2.23B+0.00%2026-03-31
Vanguard Group Incinstitution11.95%$1.45B+1.82%2025-12-31
Blackrock Inc.institution8.79%$1.07B+3.32%2025-12-31
State Street Corporationinstitution4.86%$0.59B+0.09%2025-12-31
Dimensional Fund Advisors LPinstitution4.68%$0.57B-2.65%2025-12-31
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fundfund3.16%$0.38B+0.15%2025-12-31
Millennium Management Llcinstitution3.13%$0.38B+7.89%2025-12-31
VANGUARD INDEX FUNDS-Vanguard 500 Index Fundfund2.53%$0.31B+1.99%2025-12-31
Geode Capital Management, LLCinstitution2.46%$0.30B-2.48%2025-12-31
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fundfund2.28%$0.28B-4.45%2025-12-31
iShares Trust-iShares Select Dividend ETFfund2.10%$0.26B-7.88%2026-03-31
AQR Capital Management, LLCinstitution2.00%$0.24B-9.53%2025-12-31
Invesco Ltd.institution1.98%$0.24B+100.00%2025-12-31
Morgan Stanleyinstitution1.66%$0.20B-3.84%2025-12-31
Invesco Exchange-Traded Fund Trust-Invesco S&P 500 Equal Weight ETFfund1.64%$0.20B+14.71%2026-03-31
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fundfund1.47%$0.18B-3.74%2025-12-31
iShares Trust-iShares Core S&P 500 ETFfund1.29%$0.16B+0.49%2026-03-31
Fidelity Concord Street Trust-Fidelity 500 Index Fundfund1.28%$0.16B+0.10%2026-03-31
SPDR S&P 500 ETF TRUST-State Street SPDR S&P 500 ETF Trustfund1.16%$0.14B-1.26%2026-03-31
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfoliofund1.13%$0.14B-10.37%2026-01-31
TickerCapScoreP/EFwd P/EEV/EBITDAROEGrossD/EDiv
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CRBG
Corebridge Financial Inc. Common Stock
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SEIC
SEI Investments Company Common Stock
$11.0B8015.513.7----1.11%
ARCC
Ares Capital Corporation Common Stock
$13.8B6611.69.9-8.3%100%112.911013.00%
BEN
Franklin Resources Inc. Common Stock
$16.1B6823.310.410.86.7%37%23.47433.00%
OWL
Blue Owl Capital Inc. Class A Common Stock
$16.3B7088.710.611.85.7%59%75.278.94%
Peers selected by sector + industry + nearest market cap. Best in column highlighted green, worst red.
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Growth73Value58Quality82Momentum61Total100
Score breakdown on Starter+
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Score History (90d)
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Updated 5/8/2026
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