image
Invesco Ltd. IVZ
Financial Services - Asset Management - NYSE - US
Watchlist
$ 19.49
1.4 %
$ 8.76 B
Market Cap
16.52
P/E
1. INTRINSIC VALUE

This DCF valuation model was last updated on Jan, 31, 2025.

The intrinsic value of one IVZ stock under the worst case scenario is HIDDEN Compared to the current market price of 19.5 USD, Invesco Ltd. is HIDDEN

IVZ Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jan, 31, 2025.

The intrinsic value of one IVZ stock under the base case scenario is HIDDEN Compared to the current market price of 19.5 USD, Invesco Ltd. is HIDDEN

IVZ Intrinsic Value
HIDDEN
SHOW

This DCF valuation model was last updated on Jan, 31, 2025.

The intrinsic value of one IVZ stock under the best case scenario is HIDDEN Compared to the current market price of 19.5 USD, Invesco Ltd. is HIDDEN

IVZ Intrinsic Value
HIDDEN
SHOW
2. FUNDAMENTAL ANALYSIS

Price Chart IVZ

image
1M 11%
6M 17%
1Y 27%
3Y 0%
5Y 41%
All
FINANCIALS
5.72 B REVENUE
-5.50%
Growth Rates
1Year -5.50%
3Years -2.38%
5Years 1.47%
7Years 2.73%
10Years 2.10%
836 M OPERATING INCOME
-36.58%
Growth Rates
1Year -36.58%
3Years -15.56%
5Years -7.06%
7Years -4.77%
10Years -2.89%
-96.9 M NET INCOME
-10.47%
Growth Rates
1Year -10.47%
3Years -3.85%
5Years -2.10%
7Years -1.52%
10Years -0.94%
1.3 B OPERATING CASH FLOW
86.84%
Growth Rates
1Year 86.84%
3Years 1.87%
5Years 9.43%
7Years 39.07%
10Years 5.24%
-244 M INVESTING CASH FLOW
33.72%
Growth Rates
1Year 33.72%
3Years 34.39%
5Years 39.03%
7Years 18.13%
10Years -0.18%
-585 M FINANCING CASH FLOW
39.46%
Growth Rates
1Year 39.46%
3Years -26.98%
5Years -6.66%
7Years -12.25%
10Years -25.73%
1.52 B REVENUE
1.51%
Growth Rates
1Year -5.50%
3Years -2.38%
5Years 1.47%
7Years 2.73%
10Years 2.10%
100 M OPERATING INCOME
-53.30%
Growth Rates
1Year -36.58%
3Years -15.56%
5Years -7.06%
7Years -4.77%
10Years -2.89%
104 M NET INCOME
-45.87%
Growth Rates
1Year -10.47%
3Years -3.85%
5Years -2.10%
7Years -1.52%
10Years -0.94%
438 M OPERATING CASH FLOW
-23.21%
Growth Rates
1Year 86.84%
3Years 1.87%
5Years 9.43%
7Years 39.07%
10Years 5.24%
27.9 M INVESTING CASH FLOW
-89.39%
Growth Rates
1Year 33.72%
3Years 34.39%
5Years 39.03%
7Years 18.13%
10Years -0.18%
-409 M FINANCING CASH FLOW
42.52%
Growth Rates
1Year 39.46%
3Years -26.98%
5Years -6.66%
7Years -12.25%
10Years -25.73%
Balance Sheet Invesco Ltd.
image
Current Assets 2.17 B
Cash & Short-Term Investments 1.93 B
Receivables 702 M
Other Current Assets -462 M
Non-Current Assets 26.1 B
Long-Term Investments 9.22 B
PP&E 600 M
Other Non-Current Assets 16.2 B
Current Liabilities 2.27 B
Accounts Payable 31.5 M
Short-Term Debt 0
Other Current Liabilities 2.24 B
Non-Current Liabilities 10.7 B
Long-Term Debt 9.04 B
Other Non-Current Liabilities 1.7 B
EFFICIENCY
Earnings Waterfall Invesco Ltd.
image
Revenue 5.72 B
Cost Of Revenue 3.71 B
Gross Profit 2.01 B
Operating Expenses 2.44 B
Operating Income 836 M
Other Expenses 933 M
Net Income -96.9 M
RATIOS
35.08% GROSS MARGIN
35.08%
Averages
1Year 35.08%
3Years 59.61%
5Years 64.30%
7Years 66.22%
10Years 68.01%
14.62% OPERATING MARGIN
14.62%
Averages
1Year 14.62%
3Years 24.36%
5Years 24.38%
7Years 24.19%
10Years 24.55%
-1.70% NET MARGIN
-1.70%
Averages
1Year -1.70%
3Years 12.39%
5Years 12.16%
7Years 14.18%
10Years 15.54%
-0.66% ROE
-0.66%
Averages
1Year -0.66%
3Years 5.30%
5Years 5.23%
7Years 7.06%
10Years 8.50%
-0.33% ROA
-0.33%
Averages
1Year -0.33%
3Years 2.58%
5Years 2.32%
7Years 2.57%
10Years 3.00%
2.28% ROIC
2.28%
Averages
1Year 2.28%
3Years 4.04%
5Years 4.01%
7Years 4.49%
10Years 4.81%
FREE CASH FLOW ANALYSIS
Free Cash Flow Analysis Invesco Ltd.
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Net Income -96.9 M
Depreciation & Amortization 183 M
Capital Expenditures -164 M
Stock-Based Compensation 115 M
Change in Working Capital -173 M
Others 652 M
Free Cash Flow 1.14 B
3. WALL STREET ANALYSTS ESTIMATES
Wall Street Analysts Price Targets Invesco Ltd.
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Wall Street analysts predict an average 1-year price target for IVZ of $17 , with forecasts ranging from a low of $16 to a high of $19 .
IVZ Lowest Price Target Wall Street Target
16 USD -17.91%
IVZ Average Price Target Wall Street Target
17 USD -12.78%
IVZ Highest Price Target Wall Street Target
19 USD -2.51%
4. DIVIDEND ANALYSIS
1.93% DIVIDEND YIELD
0.205 USD DIVIDEND PER SHARE
5. COMPETITION

T. Rowe Price Group, Inc. is a publicly owned investment manager. The firm provides its services to individuals, institutional investors, retirement plans, financial intermediaries, and institutions.

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142 USD
TROW
Undervalued 20.02%

The Bank of New York Mellon Corporation provides a range of financial products and services in the United States and internationally.

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170 USD
BK
Undervalued 95.73%

Principal Financial Group, Inc. provides retirement, asset management, and insurance products and services to businesses, individuals, and institutional clients worldwide. The company operates through Retirement and Income Solutions, Principal Global Investors, Principal International, and U.S. Insurance Solutions segments.

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772 USD
PFG
Undervalued 824.82%

Ameriprise Financial, Inc., through its subsidiaries, provides various financial products and services to individual and institutional clients in the United States and internationally.

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1.57 K USD
AMP
Undervalued 187.36%

Federated Hermes, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, including high net worth individuals, banking or thrift institutions, investment companies, pension and profit sharing plans, pooled investment vehicles, charitable organizations, state or municipal government entities, and registered investment advisors.

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83.6 USD
FHI
Undervalued 112.10%

Artisan Partners Asset Management Inc. is publicly owned investment manager. It provides its services to pension and profit sharing plans, trusts, endowments, foundations, charitable organizations, government entities, private funds and non-U.S. funds, as well as mutual funds, non-U.S. funds and collective trusts.

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481 USD
APAM
Undervalued 971.01%

Franklin Resources, Inc. is a publicly owned asset management holding company. Through its subsidiaries, the firm provides its services to individuals, institutions, pension plans, trusts, and partnerships.

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32.4 USD
BEN
Undervalued 46.08%

State Street Corporation, through its subsidiaries, provides a range of financial products and services to institutional investors worldwide. The company offers investment servicing products and services, including custody; product accounting; daily pricing and administration; master trust and master custody; depotbank services; record-keeping; cash management; foreign exchange, brokerage and other trading services; securities finance and enhanced custody products; deposit and short-term investment facilities; loans and lease financing; investment manager and alternative investment manager operations outsourcing; performance, risk, and compliance analytics; and financial data management to support institutional investors.

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95.4 USD
STT
Overvalued 6.78%

SEI Investments Company is a publicly owned asset management holding company. Through its subsidiaries, the firm provides wealth management, retirement and investment solutions, asset management, asset administration, investment processing outsourcing solutions, financial services, and investment advisory services to its clients.

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89.9 USD
SEIC
Undervalued 3.62%

Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States.

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462 USD
AMG
Undervalued 144.04%
6. Ownership
Insider Ownership Invesco Ltd.
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Sold
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
0 USD 0
Bought
0 USD 0
0-3 MONTHS
0 USD 0
3-6 MONTHS
0 USD 0
6-9 MONTHS
0 USD 0
9-12 MONTHS
Date Value Insider Amount Avg Price
1 year ago
Oct 02, 2023
Bought 5 M USD
Invesco Realty, Inc.
10 percent owner
+ 199086.591
 25.1147 USD
1 year ago
Oct 02, 2023
Bought 5 M USD
Invesco Realty, Inc.
10 percent owner
+ 199086.591
 25.1147 USD
1 year ago
Oct 02, 2023
Bought 5 M USD
Invesco Realty, Inc.
10 percent owner
+ 199086.591
 25.1147 USD
1 year ago
Oct 02, 2023
Bought 5 M USD
Invesco Realty, Inc.
10 percent owner
+ 199063.605
 25.1176 USD
1 year ago
Sep 05, 2023
Bought 17.5 M USD
Invesco Realty, Inc.
10 percent owner
+ 700000
 25 USD
1 year ago
Sep 05, 2023
Bought 17.5 M USD
Invesco Realty, Inc.
10 percent owner
+ 700000
 25 USD
1 year ago
Sep 05, 2023
Bought 17.5 M USD
Invesco Realty, Inc.
10 percent owner
+ 700000
 25 USD
1 year ago
Sep 05, 2023
Bought 17.5 M USD
Invesco Realty, Inc.
10 percent owner
+ 700000
 25 USD
1 year ago
Mar 01, 2023
Sell 4.05 M USD
FLANAGAN MARTIN L
President & CEO
- 232413
 17.43 USD
2 years ago
Jan 27, 2023
Sell 43.6 M USD
TRIAN FUND MANAGEMENT, L.P.
10 percent owner
- 2367477
 18.4187 USD
2 years ago
Jan 30, 2023
Sell 14.2 M USD
TRIAN FUND MANAGEMENT, L.P.
10 percent owner
- 786378
 18.1119 USD
2 years ago
Jan 23, 2023
Sell 72 M USD
TRIAN FUND MANAGEMENT, L.P.
Director
- 3786854
 19.0219 USD
2 years ago
Jan 24, 2023
Sell 18.8 M USD
TRIAN FUND MANAGEMENT, L.P.
Director
- 1011084
 18.5634 USD
2 years ago
Jan 25, 2023
Sell 43 M USD
TRIAN FUND MANAGEMENT, L.P.
Director
- 2374019
 18.1016 USD
2 years ago
Jun 14, 2022
Bought 13.4 M USD
MM Asset Management Holding LLC
10 percent owner
+ 827590
 16.2069 USD
2 years ago
Jun 13, 2022
Bought 13.4 M USD
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
director:
+ 827590
 16.2069 USD
2 years ago
Jun 13, 2022
Bought 13.3 M USD
MM Asset Management Holding LLC
10 percent owner
+ 827590
 16.0783 USD
2 years ago
May 10, 2022
Bought 69.6 K USD
Vacheron Terry
Chief Accounting Officer
+ 4000
 17.4 USD
2 years ago
Mar 31, 2022
Bought 5.87 M USD
TRIAN FUND MANAGEMENT, L.P.
director:
+ 250062
 23.4607 USD
2 years ago
Apr 01, 2022
Bought 34.1 M USD
TRIAN FUND MANAGEMENT, L.P.
10 percent owner
+ 1474538
 23.1345 USD
2 years ago
Mar 31, 2022
Bought 46.1 M USD
TRIAN FUND MANAGEMENT, L.P.
10 percent owner
+ 2000000
 23.0728 USD
2 years ago
Mar 28, 2022
Bought 35 M USD
TRIAN FUND MANAGEMENT, L.P.
director:
+ 1500000
 23.3577 USD
2 years ago
Mar 29, 2022
Bought 29.5 M USD
TRIAN FUND MANAGEMENT, L.P.
10 percent owner
+ 1273501
 23.196 USD
2 years ago
Mar 28, 2022
Bought 16.8 M USD
TRIAN FUND MANAGEMENT, L.P.
10 percent owner
+ 756419
 22.1494 USD
2 years ago
Mar 25, 2022
Bought 15.8 M USD
TRIAN FUND MANAGEMENT, L.P.
10 percent owner
+ 720080
 22.0065 USD
2 years ago
Mar 23, 2022
Bought 14.9 M USD
TRIAN FUND MANAGEMENT, L.P.
director:
+ 682437
 21.7693 USD
2 years ago
Mar 23, 2022
Bought 22.1 M USD
TRIAN FUND MANAGEMENT, L.P.
10 percent owner
+ 1026508
 21.515 USD
2 years ago
Mar 08, 2022
Sell 3.92 M USD
McGreevey Gregory
Senior Managing Director
- 200000
 19.6 USD
2 years ago
Mar 08, 2022
Bought 6.18 M USD
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
10 percent owner
+ 312489
 19.7735 USD
2 years ago
Mar 08, 2022
Bought 20.7 M USD
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
10 percent owner
+ 1065944
 19.4037 USD
2 years ago
Mar 07, 2022
Bought 25.7 M USD
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
10 percent owner
+ 1378433
 18.6462 USD
2 years ago
Mar 04, 2022
Bought 25.7 M USD
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
10 percent owner
+ 1349650
 19.0068 USD
3 years ago
Nov 01, 2021
Bought 198 K USD
MASSACHUSETTS MUTUAL LIFE INSURANCE CO
10 percent owner
+ 7582
 26.15 USD
2 years ago
Mar 01, 2022
Sell 3.7 M USD
FLANAGAN MARTIN L
President & CEO
- 189708
 19.51 USD
3 years ago
Nov 04, 2021
Sell 1.22 M USD
Meadows Colin
Senior Managing Director
- 47210
 25.84 USD
3 years ago
Nov 04, 2021
Sell 1.22 M USD
Meadows Colin
Senior Managing Director
- 47210
 25.84 USD
3 years ago
Sep 13, 2021
Sell 3.74 M USD
Lo Andrew Tak Shing
Senior Managing Director
- 150000
 24.91 USD
3 years ago
May 12, 2021
Sell 235 K USD
WOOD PHOEBE A
Director
- 8823.98
 26.65 USD
3 years ago
May 11, 2021
Sell 8.2 M USD
Lo Andrew Tak Shing
Senior Managing Director
- 300000
 27.34 USD
3 years ago
May 07, 2021
Sell 4.82 M USD
Meadows Colin
Senior Managing Director
- 170488
 28.28 USD
3 years ago
Mar 12, 2021
Sell 5.09 M USD
McGreevey Gregory
Senior Managing Director
- 200000
 25.46 USD
3 years ago
Mar 04, 2021
Sell 773 K USD
Sharp Douglas J
Senior Managing Director
- 33212
 23.28 USD
4 years ago
Sep 02, 2020
Bought 100 K USD
Beshar Sarah
Director
+ 9500
 10.5386 USD
4 years ago
Sep 02, 2020
Bought 43.1 K USD
FLANAGAN MARTIN L
President & CEO
+ 4207
 10.24 USD
4 years ago
Sep 01, 2020
Bought 2.96 M USD
FLANAGAN MARTIN L
President & CEO
+ 290300
 10.1857 USD
4 years ago
May 01, 2020
Bought 100 K USD
HENRIKSON C ROBERT
Director
+ 12660
 7.927 USD
5 years ago
Jun 07, 2019
Bought 207 K USD
WAGONER G RICHARD JR
Director
+ 10000
 20.712 USD
5 years ago
May 13, 2019
Bought 198 K USD
CANION ROD
Director
+ 10000
 19.84 USD
5 years ago
May 02, 2019
Bought 214 K USD
Johnson Ben F. III
Director
+ 10000
 21.37 USD
5 years ago
May 02, 2019
Bought 212 K USD
CANION ROD
Director
+ 10000
 21.24 USD
5 years ago
Feb 22, 2019
Bought 100 K USD
Beshar Sarah
Director
+ 5270
 18.97 USD
5 years ago
Feb 21, 2019
Bought 378 K USD
CANION ROD
Director
+ 20000
 18.89 USD
5 years ago
Feb 08, 2019
Bought 180 K USD
CANION ROD
Director
+ 10000
 17.97 USD
6 years ago
Mar 14, 2018
Sell 4.15 M USD
FLANAGAN MARTIN L
President & CEO
- 123484
 33.62 USD
6 years ago
Mar 15, 2018
Sell 9.86 M USD
FLANAGAN MARTIN L
President & CEO
- 299376
 32.92 USD
6 years ago
Mar 09, 2018
Sell 172 K USD
Lege Annette
Chief Accounting Officer
- 5000
 34.31 USD
6 years ago
Feb 27, 2018
Bought 99 K USD
Beshar Sarah
Director
+ 2970
 33.32 USD
6 years ago
Feb 15, 2018
Sell 835 K USD
CAROME KEVIN M
SMD and General Counsel
- 25000
 33.38 USD
7 years ago
Oct 31, 2017
Sell 1.95 M USD
Meadows Colin
Senior Managing Director
- 54215
 36.01 USD
7 years ago
May 02, 2017
Sell 1.94 M USD
Taylor Philip
Senior Managing Director
- 60000
 32.4 USD
8 years ago
Dec 05, 2016
Sell 4.97 M USD
Kelley Karen Dunn
Senior Managing Director
- 157615
 31.56 USD
8 years ago
Nov 28, 2016
Sell 4.39 M USD
Taylor Philip
Senior Managing Director
- 140000
 31.33 USD
8 years ago
Nov 02, 2016
Sell 4.16 M USD
Lo Andrew Tak Shing
Senior Managing Director
- 150000
 27.71 USD
8 years ago
Sep 09, 2016
Sell 49.6 K USD
LAWRENCE EDWARD P
Director
- 1609
 30.84 USD
8 years ago
Aug 01, 2016
Bought 58.5 K USD
Johnson Ben F. III
Director
+ 2000
 29.24 USD
8 years ago
Jun 10, 2016
Sell 1.15 M USD
Meadows Colin
Senior Managing Director
- 40433
 28.43 USD
8 years ago
May 19, 2016
Sell 495 K USD
Meadows Colin
Senior Managing Director
- 17250
 28.68 USD
8 years ago
Mar 01, 2016
Sell 8.1 M USD
FLANAGAN MARTIN L
President & CEO
- 296359
 27.34 USD
9 years ago
May 27, 2015
Sell 101 K USD
LAWRENCE EDWARD P
Director
- 2500
 40.32 USD
9 years ago
May 08, 2015
Sell 1.35 M USD
Meadows Colin
Senior Managing Director
- 32500
 41.44 USD
9 years ago
May 04, 2015
Sell 197 K USD
PRESBY J THOMAS
Director
- 4708
 41.8 USD
9 years ago
Mar 13, 2015
Sell 1.77 M USD
Meadows Colin
Senior Managing Director
- 44226
 40.03 USD
9 years ago
Mar 03, 2015
Sell 1.01 M USD
Armour Gregory Mark
SMD
- 25000
 40.41 USD
9 years ago
Mar 02, 2015
Sell 6.52 M USD
FLANAGAN MARTIN L
President & CEO
- 161500
 40.39 USD
10 years ago
Dec 04, 2014
Sell 36.1 K USD
LAWRENCE EDWARD P
Director
- 895
 40.37 USD
10 years ago
Sep 03, 2014
Sell 1.02 M USD
Ellis Roderick G.H.
Chief Accounting Officer
- 25000
 40.7 USD
10 years ago
Aug 12, 2014
Sell 743 K USD
Ellis Roderick G.H.
Chief Accounting Officer
- 19288
 38.53 USD
10 years ago
Jun 09, 2014
Sell 3.58 M USD
Taylor Philip
Senior Managing Director
- 93765
 38.18 USD
10 years ago
Jun 09, 2014
Sell 1.03 M USD
Kelley Karen Dunn
Senior Managing Director
- 27000
 38.23 USD
10 years ago
Jun 05, 2014
Sell 754 K USD
Ellis Roderick G.H.
Chief Accounting Officer
- 20000
 37.6815 USD
10 years ago
May 08, 2014
Sell 1.99 M USD
Meadows Colin
Senior Managing Director
- 56000
 35.5743 USD
10 years ago
Mar 11, 2014
Sell 1.05 M USD
Armour Gregory Mark
SMD
- 30000
 34.97 USD
10 years ago
Mar 06, 2014
Sell 1.72 M USD
Meadows Colin
Senior Managing Director
- 50000
 34.44 USD
10 years ago
Feb 07, 2014
Sell 132 K USD
PRESBY J THOMAS
Director
- 4000
 32.89 USD
11 years ago
Dec 11, 2013
Sell 697 K USD
Meadows Colin
Senior Managing Director
- 20000
 34.85 USD
11 years ago
Nov 25, 2013
Sell 372 USD
CAROME KEVIN M
SMD and General Counsel
- 11
 33.84 USD
11 years ago
Nov 25, 2013
Sell 1.29 K USD
CAROME KEVIN M
SMD and General Counsel
- 38
 33.89 USD
11 years ago
Nov 22, 2013
Sell 538 K USD
CAROME KEVIN M
SMD and General Counsel
- 15960
 33.69 USD
11 years ago
Nov 22, 2013
Sell 999 K USD
CAROME KEVIN M
SMD and General Counsel
- 29700
 33.63 USD
11 years ago
Nov 22, 2013
Sell 538 K USD
CAROME KEVIN M
SMD and General Counsel
- 15960
 33.69 USD
11 years ago
Nov 22, 2013
Sell 999 K USD
CAROME KEVIN M
SMD and General Counsel
- 29700
 33.63 USD
11 years ago
Nov 15, 2013
Sell 134 K USD
Banham John Michael Middlecott
Director
- 3975
 33.79 USD
11 years ago
Nov 13, 2013
Sell 831 K USD
Lo Andrew Tak Shing
Senior Managing Director
- 25000
 33.25 USD
11 years ago
Nov 13, 2013
Sell 832 K USD
Lo Andrew Tak Shing
Senior Managing Director
- 25000
 33.28 USD
11 years ago
Nov 13, 2013
Sell 3.32 M USD
Lo Andrew Tak Shing
Senior Managing Director
- 100000
 33.25 USD
11 years ago
Nov 12, 2013
Sell 1.17 M USD
Meadows Colin
Senior Managing Director
- 35000
 33.38 USD
11 years ago
Nov 12, 2013
Sell 4.98 M USD
Taylor Philip
Senior Managing Director
- 150000
 33.2 USD
11 years ago
Nov 08, 2013
Sell 1.64 M USD
Armour Gregory Mark
SMD
- 50000
 32.89 USD
11 years ago
Aug 12, 2013
Bought 163 K USD
WAGONER G RICHARD JR
Director
+ 5000
 32.5152 USD
11 years ago
May 10, 2013
Sell 4.73 M USD
Taylor Philip
Senior Managing Director
- 140000
 33.78 USD
11 years ago
May 10, 2013
Sell 422 K USD
Ellis Roderick G.H.
Chief Accounting Officer
- 12500
 33.7498 USD
11 years ago
May 10, 2013
Sell 287 K USD
Banham John Michael Middlecott
Director
- 8500
 33.7208 USD
12 years ago
May 01, 2012
Sell 202 USD
FLANAGAN MARTIN L
President & CEO
- 8
 25.2 USD
11 years ago
Feb 08, 2013
Sell 202 K USD
Meadows Colin
Senior Managing Director
- 7400
 27.3612 USD
11 years ago
Feb 04, 2013
Sell 3.41 M USD
STARR LOREN M
SMD & CFO
- 126000
 27.09 USD
12 years ago
Dec 14, 2012
Sell 1.9 M USD
Kelley Karen Dunn
Senior Managing Director
- 75000
 25.4 USD
12 years ago
Dec 13, 2012
Sell 6.31 M USD
FLANAGAN MARTIN L
President & CEO
- 250000
 25.2508 USD
12 years ago
Dec 11, 2012
Sell 250 K USD
Ellis Roderick G.H.
Chief Accounting Officer
- 10000
 24.9708 USD
12 years ago
Nov 30, 2012
Sell 250 K USD
Ellis Roderick G.H.
Chief Accounting Officer
- 10000
 25.0046 USD
12 years ago
Nov 07, 2012
Sell 109 K USD
PRESBY J THOMAS
Director
- 4500
 24.144 USD
12 years ago
Sep 11, 2012
Sell 166 K USD
Meadows Colin
Senior Managing Director
- 6705
 24.81 USD
12 years ago
Aug 24, 2012
Sell 55.3 K USD
Banham John Michael Middlecott
Director
- 2353
 23.5149 USD
12 years ago
Jun 13, 2012
Bought 29 K USD
ADAMS REX D
Director
+ 1333
 21.764 USD
12 years ago
Mar 09, 2012
Sell 3.08 M USD
Lo Andrew Tak Shing
Senior Managing Director
- 125000
 24.65 USD
12 years ago
Feb 28, 2012
Sell 3.03 M USD
FLANAGAN MARTIN L
President & CEO
- 121200
 24.992 USD
12 years ago
Feb 29, 2012
Sell 1.93 M USD
Armour Gregory Mark
SMD
- 77116
 25.0806 USD
13 years ago
Dec 09, 2011
Sell 103 K USD
Meadows Colin
Senior Managing Director
- 5000
 20.512 USD
13 years ago
Mar 02, 2011
Sell 2.61 M USD
Armour Gregory Mark
SMD
- 100000
 26.103 USD
13 years ago
Feb 17, 2011
Sell 342 K USD
HARTLEY DAVID
Chief Accounting Officer
- 12500
 27.3462 USD
14 years ago
Jan 10, 2011
Sell 241 K USD
Armour Gregory Mark
SMD
- 10000
 24.11 USD
14 years ago
Sep 07, 2010
Sell 897 K USD
Armour Gregory Mark
SMD
- 45980
 19.5088 USD
14 years ago
Mar 08, 2010
Sell 4.2 M USD
Lo Andrew Tak Shing
Senior Managing Director
- 200000
 21.01 USD
14 years ago
Mar 08, 2010
Sell 2.53 M USD
Lo Andrew Tak Shing
Senior Managing Director
- 120000
 21.06 USD
14 years ago
Mar 05, 2010
Sell 47 K USD
HARTLEY DAVID
Chief Accounting Officer
- 2200
 21.35 USD
14 years ago
Feb 26, 2010
Sell 3.26 M USD
Taylor Philip
Senior Managing Director
- 166666
 19.56 USD
15 years ago
Feb 01, 2010
Bought 999 USD
FLANAGAN MARTIN L
President & CEO
+ 50
 19.98 USD
15 years ago
Dec 03, 2009
Sell 280 K USD
Lo Andrew Tak Shing
Senior Managing Director
- 12500
 22.41 USD
15 years ago
Nov 13, 2009
Sell 294 K USD
HARTLEY DAVID
Chief Accounting Officer
- 12500
 23.5 USD
15 years ago
Aug 10, 2009
Sell 3.55 K USD
HARTLEY DAVID
Chief Accounting Officer
- 175
 20.3 USD
15 years ago
Aug 10, 2009
Sell 38.6 K USD
HARTLEY DAVID
Chief Accounting Officer
- 1900
 20.29 USD
15 years ago
Aug 10, 2009
Sell 6.08 K USD
HARTLEY DAVID
Chief Accounting Officer
- 300
 20.28 USD
15 years ago
Aug 10, 2009
Sell 32.4 K USD
HARTLEY DAVID
Chief Accounting Officer
- 1600
 20.27 USD
15 years ago
Aug 10, 2009
Sell 32.4 K USD
HARTLEY DAVID
Chief Accounting Officer
- 1600
 20.26 USD
15 years ago
Aug 10, 2009
Sell 140 K USD
HARTLEY DAVID
Chief Accounting Officer
- 6925
 20.25 USD
15 years ago
Feb 10, 2009
Sell 3.99 M USD
FLANAGAN MARTIN L
President & CEO
- 312500
 12.7693 USD
16 years ago
Feb 04, 2009
Sell 469 K USD
Taylor Philip
Senior Managing Director
- 36570
 12.82 USD
16 years ago
Jul 16, 2008
Sell 50.9 K USD
LAWRENCE EDWARD P
Director
- 2500
 20.341 USD
17 years ago
Jan 02, 2008
Sell 33.1 K USD
Taylor Philip
Senior Managing Director
- 1066
 31.0081 USD
17 years ago
Dec 04, 2007
Bought 2.7 K USD
FLANAGAN MARTIN L
President & CEO
+ 100
 27.02 USD
17 years ago
Sep 27, 2007
Bought 0 USD
ADAMS REX D
Director
+ 2500
 0 USD
17 years ago
Sep 27, 2007
Bought 0 USD
ADAMS REX D
Director
+ 2500
 0 USD
17 years ago
Sep 27, 2007
Bought 0 USD
ADAMS REX D
Director
+ 2500
 0 USD
17 years ago
Sep 27, 2007
Bought 0 USD
ADAMS REX D
Director
+ 2500
 0 USD
17 years ago
Aug 15, 2007
Bought 0 USD
STARR LOREN M
Senior Managing Director
+ 4400
 0 USD
17 years ago
Aug 07, 2007
Bought 0 USD
STARR LOREN M
Senior Managing Director
+ 4122
 0 USD
17 years ago
Aug 03, 2007
Bought 0 USD
ADAMS REX D
Director
+ 3900
 0 USD
7. News
Invesco (IVZ) Earnings Expected to Grow: Should You Buy? Invesco (IVZ) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations. zacks.com - 1 week ago
Is the Invesco QQQ ETF a Millionaire Maker? The Invesco QQQ (QQQ -0.32%) has been one of the best-performing index-based exchange-traded funds (ETFs) over the years. The ETF tracks the popular Nasdaq-100 index, which consists of the 100 largest stocks that trade on the Nasdaq stock exchange. fool.com - 2 weeks ago
Invesco Ltd. Announces December 31, 2024 Assets Under Management ATLANTA , Jan. 13, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,846.0 billion, a decrease of 0.6% versus previous month-end. prnewswire.com - 2 weeks ago
Here's Why Invesco (IVZ) is a Strong Value Stock Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores. zacks.com - 2 weeks ago
Invesco Ltd. To Announce Fourth Quarter 2024 Results ATLANTA , Jan. 7, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its fourth quarter 2024 results on Tuesday, January 28. prnewswire.com - 3 weeks ago
Invesco Mortgage Capital: Too Risky To Touch Invesco Mortgage Capital Inc. is a REIT specializing in mortgage-backed securities and related assets, including residential and commercial mortgage-backed securities, U.S. Treasury securities, and real estate financing arrangements. The investment thesis emphasizes IVR's focus on diversifying its portfolio across various types of mortgage-backed securities and related assets. The rating justification is based on the company's strategic investments and management of a diversified portfolio, which aims to generate stable returns. seekingalpha.com - 3 weeks ago
High Yield Keeps Invesco Mortgage Capital Attractive Invesco Mortgage Capital (IVR) remains a Buy due to its attractive yield, despite a slower Fed rate cut schedule. Q3 2024 saw a slight book value increase and stable dividends, supported by favorable rate cuts which reduce interest expense. Future outlook suggests slower book value growth due to higher Treasury Yields and a slower pace of rate cuts, impacting portfolio valuations. seekingalpha.com - 3 weeks ago
Concerned the Stock Market Is Too Concentrated in the "Magnificent Seven"? Buy This Invesco ETF Instead. Over the long term, the benchmark S&P 500 index has generated average annualized returns of about 10%. However, during the past two years, it has more than doubled that, generating a total two-year return of about 53%, its best two-year stretch in the 21st century. fool.com - 3 weeks ago
Invesco High Income Trust II, and Invesco Senior Income Trust Declare Dividends ATLANTA , Jan. 2, 2025 /PRNewswire/ -- The Board of Trustees (the "Board") of each of Invesco High Income Trust II and Invesco Senior Income Trust (each, a "Fund" and collectively, the "Funds") today declared the following dividends: EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 1/17/2025 1/17/2025 1/31/2025 1/31/2025   Name of Closed-EndManagement Investment Company   Ticker MonthlyDividendAmount PerShare ChangeFrom PriorDistribution % ChangeFrom PriorDistribution Invesco High Income Trust II VLT $0.09641 - - Invesco Senior Income Trust VVR $0.03801 -0.0050 -12 %   The Board of Trustees (the "Board") of Invesco Senior Income Trust (NYSE: VVR) (the "Fund") approved a decrease in the monthly distribution amount payable to common shareholders pursuant to the Fund's Managed Distribution Plan (the "Plan"). Effective January 1, 2025, the Fund will pay its monthly dividend to common shareholders at a stated fixed monthly distribution amount of $0.0380 per share, a decrease from a stated fixed monthly distribution amount of $0.0430 per share. prnewswire.com - 4 weeks ago
Invesco Closed-End Funds Pay Dividends ATLANTA , Dec. 31, 2024 /PRNewswire/ -- The Board of Trustees (the "Board") of each of Invesco High Income Trust II and Invesco Senior Income Trust (each, a "Fund" and collectively, the "Funds") today announces the payment of the following dividends: EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 12/17/2024 12/17/2024 12/31/2024 12/31/2024 Name of Closed-EndManagement Investment Company Ticker MonthlyDividendAmount PerShare ChangeFrom PriorDistribution % ChangeFrom PriorDistribution Invesco High Income Trust II VLT $0.09641 - - Invesco Senior Income Trust VVR $0.0430 - - 1 A portion of this distribution is estimated to be from a return of principal rather than net income. The Section 19 notice referenced below provides more information and can be found on the Invesco website at www.invesco.com. prnewswire.com - 1 month ago
Here's Why Invesco (IVZ) is a Strong Value Stock The Zacks Style Scores offers investors a way to easily find top-rated stocks based on their investing style. Here's why you should take advantage. zacks.com - 1 month ago
Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend ATLANTA , Dec. 19, 2024 /PRNewswire/ -- Invesco Mortgage Capital Inc. (the "Company") (NYSE: IVR) today announced that its Board of Directors declared a cash dividend of $0.40 per share of common stock for the fourth quarter of 2024. The dividend will be paid on January 24, 2025 to stockholders of record at the close of business on December 30, 2024, with an ex-dividend date of December 30, 2024. prnewswire.com - 1 month ago
8. Profile Summary

Invesco Ltd. IVZ

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COUNTRY US
INDUSTRY Asset Management
MARKET CAP $ 8.76 B
Dividend Yield 1.93%
Description 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.
Contact Two Peachtree Pointe, Atlanta, GA, 30309 https://www.invesco.com
IPO Date Aug. 25, 1995
Employees 8524
Officers Mr. Douglas J. Sharp Senior MD and Head of EMEA & Americas Mr. Andrew Ryan Schlossberg President, Chief Executive Officer & Director Mr. Andrew Tak Shing Lo Senior MD & Chief Executive Officer of Asia Pacific Ms. Stephanie Botha Chief Accounting Officer Mr. Gregory Wade Ketron CPA Head of Investor Relations & Treasury Ms. Laura Allison Dukes Senior MD & Chief Financial Officer Mr. Donie Lochan MD, Chief Technology Officer & Global Head of Technology Ms. Shannon Anastasia Johnston Senior MD and Chief Information & Operations Officer Mr. Tony L. Wong Senior MD & Co-Head of Investment Ms. Stephanie Claire Butcher Senior MD & Co-Head of Investment