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IVZ

Invesco Ltd

Feb 12 • 04:00PM ET

26.23

-0.21 -0.79 %

Financial • Asset Management • USA • NYSE

Peers: BLK TROW BEN AMP STT NTRS BK JHG

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

Scroll to Statements

Index	S&P 500	P/E	-	EPS (ttm)	-1.62	Insider Own	0.68%	Shs Outstand	444.00M	Perf Week	1.79%
Market Cap	11.67B	Forward P/E	8.66	EPS next Y	3.03	Insider Trans	-8.00%	Shs Float	442.09M	Perf Month	-7.31%
Enterprise Value	25.21B	PEG	0.44	EPS next Q	0.59	Inst Own	93.84%	Short Float	3.42%	Perf Quarter	9.84%
Income	-726.30M	P/S	1.80	EPS this Y	31.63%	Inst Trans	-5.20%	Short Ratio	2.70	Perf Half Y	21.89%
Sales	6.47B	P/B	0.95	EPS next Y	13.39%	ROA	-1.04%	Short Interest	15.13M	Perf YTD	-0.15%
Book/sh	27.55	P/C	11.25	EPS next 5Y	19.51%	ROE	-2.10%	52W High	29.61 -11.42%	Perf Year	43.49%
Cash/sh	2.33	P/FCF	9.41	EPS past 3/5Y	- -	ROIC	-3.15%	52W Low	11.60 126.12%	Perf 3Y	39.97%
Dividend Est.	0.88 (3.34%)	EV/EBITDA	19.46	Sales past 3/5Y	2.50% 0.61%	Gross Margin	67.13%	Volatility	4.59% 4.06%	Perf 5Y	15.70%
Dividend TTM	0.83 (3.18%)	EV/Sales	3.90	EPS Y/Y TTM	-236.08%	Oper. Margin	-8.49%	ATR (14)	1.12	Perf 10Y	-1.02%
Dividend Ex-Date	Feb 13, 2026	Quick Ratio	0.98	Sales Y/Y TTM	7.70%	Profit Margin	-11.22%	RSI (14)	43.11	Recom	2.21
Dividend Gr. 3/5Y	4.37% 1.25%	Current Ratio	0.31	EPS Q/Q	-670.41%	SMA20	-4.99%	Beta	1.66	Target Price	30.50
Payout	69.23%	Debt/Eq	0.88	Sales Q/Q	11.84%	SMA50	-3.43%	Rel Volume	1.54	Prev Close	26.44
Employees	8508	LT Debt/Eq	0.88	Earnings	Jan 27 BMO	SMA200	21.07%	Avg Volume	5.61M	Price	26.23
IPO	Aug 25, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.47% 0.42%	Trades		Volume	8,609,874	Change	-0.79%

Date	Action	Analyst	Rating Change	Price Target Change
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
Jan-26-22	Reiterated	Morgan Stanley	Equal-Weight	$29 → $27

Show Previous Ratings

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12:34PM	Betting On A Weak US Dollar With Invescos UDN ETF Was Actually Brilliant (24/7 Wall St.)
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Feb-10-26 10:01AM	US Retail Sales Stall in December (Bloomberg)
09:40AM	Here's Why Invesco (IVZ) is a Strong Value Stock (Zacks)
08:00AM	Loading…
08:00AM	Invesco Ltd. Announces January 31, 2026 Assets Under Management (PR Newswire)
Feb-09-26 01:27PM	Apollo Global Stock Up as Q4 Earnings Top Estimates, AUM Increases Y/Y (Zacks)
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Feb-05-26 01:20PM	Ares Management Stock Falls as Q4 Earnings Miss, Expenses Rise Y/Y (Zacks)
11:40AM	Loading…
11:40AM	IVZ or CG: Which Is the Better Value Stock Right Now? (Zacks)
11:26AM	KKR & Co. Shares Fall as Q4 Earnings Miss Estimates, AUM Rises Y/Y (Zacks)
Feb-04-26 12:52PM	T. Rowe Price Stock Down 6.4% as Q4 Earnings Miss, Expenses Rise Y/Y (Zacks)
09:25AM	Invesco Real Estate Closes on $3 Billion in Loans in H2 2025 (PR Newswire)
12:02AM	Skip the Super Bowl Parlay. These ETFs Offer a Way to Invest in Sports (The Daily Upside)
Feb-03-26 11:03PM	3 Reasons to Sell IVZ and 1 Stock to Buy Instead (StockStory)
08:39PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:23PM	10 Investment Must Reads for This Week (Feb. 3, 2026) (Wealth Management)
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10:31AM	KKR & Co. to Post Q4 Earnings: Here's What to Expect From the Stock (Zacks)
09:45AM	Why Invesco (IVZ) is a Top Growth Stock for the Long-Term (Zacks)
05:49AM	US brokers may charge fee from ETF managers as commission-free trading takes a toll (Reuters)
05:49AM	RBC Capital Projects 37%-38% Margins for Invesco (IVZ) in 2026/2027 (Insider Monkey)
12:37AM	5 Must-Read Analyst Questions From Invesco's Q4 Earnings Call (StockStory)
12:00PM	Loading…
Feb-02-26 12:00PM	Invesco Closed-End Funds Declare Dividends (PR Newswire)
11:17AM	T. Rowe Price Gears Up for Q4 Earnings: Here's What to Expect (Zacks)
07:48AM	What Are Wall Street Analysts' Target Price for Invesco Stock? (Barchart)
07:20AM	5 Low Price-to-Book Stocks That Are Worth Watching in February (Zacks)
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Jan-30-26 07:09PM	Invesco Mortgage Capital Q4 Earnings Call Highlights (MarketBeat)
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12:00PM	Invesco (IVZ) Upgraded to Strong Buy: Here's What You Should Know (Zacks)
10:11AM	Invesco price target lowered to $33 from $35 at RBC Capital (TipRanks)
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02:49AM	Gold Tops $5,500 as Record Rally Gains Pace on Debasement Trade (Bloomberg)
Jan-28-26 12:38PM	Franklin Q1 Earnings Coming Up: Here's What to Expect From the Stock (Zacks)
11:45AM	Invesco (IVZ) Could Be a Great Choice (Zacks)
10:38AM	Invescos $1.7 Billion Emerging Markets Fund Rides China Tech and Banks To Huge Gains (24/7 Wall St.)
09:50AM	Why Invesco (IVZ) is a Top Momentum Stock for the Long-Term (Zacks)
09:40AM	Should Value Investors Buy Invesco (IVZ) Stock? (Zacks)
09:07AM	Well Done! Invescos Semiconductor ETF Returned 46% Without Just Chasing NVDA \| PSI (24/7 Wall St.)
Jan-27-26 06:53PM	2 Portfolio Worthy Value Stocks to Consider After Q4 Results: GM, IVZ (Zacks) -5.13%
04:01PM	Invesco Ltd (IVZ) Q4 2025 Earnings Call Highlights: Record AUM and Strategic Partnerships Drive ... (GuruFocus.com)
01:04PM	Analyst Report: Invesco Ltd. (Morningstar Research)
12:26PM	IVZ Stock Gains on Q4 Earnings Beat as AUM, Revenues Increase Y/Y (Zacks)
11:39AM	Invesco Q4 Earnings Call Highlights (MarketBeat)
10:36AM	Invescos RAFI ETF Has One of The Best Charts Ive Seen This Year (24/7 Wall St.)
09:30AM	Invesco (IVZ) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates (Zacks)
08:46AM	Invesco's (NYSE:IVZ) Q4 CY2025 Sales Beat Estimates, Stock Soars (StockStory)
08:15AM	Invesco (IVZ) Beats Q4 Earnings and Revenue Estimates (Zacks)
07:26AM	Invesco: Q4 Earnings Snapshot (Associated Press Finance)
06:55AM	Invesco Reports Results for the Three Months and Year Ended December 31, 2025 (PR Newswire)
06:40AM	Invescos PXH ETF Jumped 38% as Emerging Markets Finally Heat Up (24/7 Wall St.)
Jan-26-26 07:04AM	Higher AUM on Upbeat Markets to Drive Invesco's Q4 Earnings (Zacks)
Jan-25-26 10:05PM	Invesco Earnings: What To Look For From IVZ (StockStory)
07:52AM	Big Tech earnings, Fed meeting feature as markets end January with busiest week of Q1: What to watch (Yahoo Finance)
Jan-24-26 10:07AM	Invescos 1,500 Stock ETF Gained 227% While Everyone Forgot About Small Caps (24/7 Wall St.)
Jan-23-26 10:59AM	Invescos 276% ETF Flips Normal S&P 500 Rules And Still Wins Big \| PRF, VOO (24/7 Wall St.)
09:40AM	Why Invesco (IVZ) is a Top Value Stock for the Long-Term (Zacks)
Jan-22-26 09:15AM	Exploring Analyst Estimates for Invesco (IVZ) Q4 Earnings, Beyond Revenue and EPS (Zacks)
Jan-21-26 12:21PM	Invesco (IVZ) Stock Trades Up, Here Is Why (StockStory)
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03:07AM	Bessent Says Hes Unconcerned by Treasurys Selloff (The Wall Street Journal)
12:23AM	More Cautious Investment Stance Toward JGBs Warranted, Invesco Says (The Wall Street Journal)
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Jan-19-26 12:01AM	Why This $357B Asset Manager Is Getting Back in the ETF Game (The Daily Upside)
Jan-15-26 04:15PM	Invesco Mortgage Capital Inc. Announces Monthly Common Dividend and Provides Update on Book Value and Leverage (PR Newswire)
03:45PM	Why Invesco (IVZ) Stock Is Trading Up Today (StockStory)
11:26AM	BlackRock Beats on Q4 Earnings as Revenues & AUM Increase Y/Y (Zacks)
08:13AM	Invescos Sleepy ETF Ended Up Ripping 33% While No One Was Watching (24/7 Wall St.)
Jan-14-26 07:38AM	IVZ's December AUM Rises on Inflows Despite Weak Markets, Stock Down (Zacks)
07:17AM	The market doesn't believe we're losing Fed independence, says Invesco's Brian Levitt (CNBC TV)
12:03AM	Credit Card Rate Cap Undermines Bank ETFs After Year of Strong Growth (The Daily Upside)
Jan-13-26 09:00AM	CI Global Asset Management to Acquire Invesco's Canadian Investment Fund Assets and Form Long-Term Strategic Partnership (PR Newswire)
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Jan-12-26 04:15PM	Invesco Ltd. Announces December 31, 2025 Assets Under Management (PR Newswire)
09:50AM	Invesco (IVZ) is a Top-Ranked Momentum Stock: Should You Buy? (Zacks)
Jan-09-26 07:44PM	Analyst Report: Invesco Ltd. (Morningstar Research)
07:00AM	ETF Giant Invesco Shares What The Next Big Thing Will Be (Investor's Business Daily)
Jan-07-26 10:37PM	Winners And Losers Of Q3: Invesco (NYSE:IVZ) Vs The Rest Of The Custody Bank Stocks (StockStory)
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Jan-06-26 06:14PM	MSCI Keeps Strategy For Now But Handcuffs Bitcoin Buying (Investor's Business Daily)
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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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