Invesco Ltd.

Invesco Ltd.

IVZ·NYSE

$26.95

-2.3%
Financial ServicesAsset Management

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.

At a Glance

Live Snapshot
Market Cap$11.94B
EPS-1.6100
P/E Ratio-16.74
Earnings Date07/28/2026
-1.18%
Return on Invested Capital
-150%
3Y-134.0%
5Y-147.0%
10Y-122.0%
-2.30%
Return on Equity
-143%
3Y-138.0%
5Y-143.0%
10Y-120.0%
-1.04%
Return on Assets
-136%
3Y-134.0%
5Y-150.0%
10Y-131.0%
Invesco Ltd.

Invesco Ltd. Management Team

IVZ · NYSE
MS

Ms. Stephanie Botha

Chief Accounting Officer

female
MG

Mr. Gregory Wade Ketron CPA

Head of Investor Relations & Treasury

male
MD

Mr. Donie Lochan

MD, Chief Technology Officer & Global Head of Technology

male
MA

Mr. Andrew Ryan Schlossberg

President, Chief Executive Officer & Director

Compensation

$4,992,972

Born 1974(Age 52)
male
MA

Mr. Andrew Tak Shing Lo

Senior MD & Chief Executive Officer of Asia Pacific

Compensation

$2,677,818

Born 1962(Age 64)
male
ML

Ms. Laura Allison Dukes

Senior MD & Chief Financial Officer

Compensation

$3,248,644

Born 1975(Age 51)
female
MT

Mr. Tony L. Wong

Senior MD & Co-Head of Investment

Compensation

$2,452,166

Born 1974(Age 52)
male
MS

Ms. Stephanie Claire Butcher

Senior MD & Co-Head of Investment

Compensation

$2,441,646

Born 1971(Age 55)
female
MS

Ms. Shannon Anastasia Johnston

Senior MD and Chief Information & Operations Officer

Born 1971(Age 55)
female
MD

Mr. Douglas J. Sharp

Senior MD and Head of EMEA & Americas

Compensation

$2,653,610

Born 1975(Age 51)
male
ivz

Invesco Ltd. Insider Positioning

IVZ · NYSE

During the last 12 months, insiders have sold $6.05M worth of IVZ shares, with no buying activity reported.

3 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

3-6 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

6-9 Months

Bought

0

0.00

Sold

263.2K

6.05M

Net Activity

-6.1M

-$6.05M

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

No buying activity

Top Sellers

1
SDJ

Sharp Douglas J

Officer: Senior Managing Director

160.0K shares1 transactions

$3.77M

2
BS

Butcher Stephanie

Officer: Senior Managing Director

103.2K shares1 transactions

$2.28M

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $6.05M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.00:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Insider Participation

High Selling

2 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.

SEC Filings

IVZ - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
DEF 14A

DEF 14A 2026

N/A

April 02, 2026
May 21, 2026
2026
DEF 14A

DEF 14A 2025

N/A

March 28, 2025
May 23, 2025
2025
DEF 14A

DEF 14A 2024

N/A

March 28, 2024
May 23, 2024
2024
DEF 14A

DEF 14A

N/A

March 31, 2023
March 31, 2023
 
DEF 14A

DEF 14A 2022

N/A

March 25, 2022
May 12, 2022
2022
DEF 14A

DEF 14A 2021

N/A

March 26, 2021
May 13, 2021
2021
DEF 14A

DEF 14A 2020

N/A

March 25, 2020
May 14, 2020
2020
DEF 14A

DEF 14A 2019

N/A

March 25, 2019
May 09, 2019
2019
DEF 14A

DEF 14A 2018

N/A

March 27, 2018
May 10, 2018
2018
DEF 14A

DEF 14A 2017

N/A

March 24, 2017
May 11, 2017
2017
Showing 1 to 10 of 20 filings