Skip to main content

Loading market data...

IVZ

Invesco Ltd.

NYSE • United states

$29.28

+$0.50

(+1.74%)

Source: Yahoo Finance · Quote time Oct 21, 2026 15:49 GMT+0000

Catalyst Evidence

No verified catalyst stored yet

Click “View” to see the stored chain of evidence (if available).

Management
Credibility
Score

Invesco Ltd. (IVZ)

Unavailable

Quotes may be delayed

$12.93B

Market Cap

1,351,195

Volume

Unavailable

P/E Ratio

2.91%

Div Yield

Invesco Ltd. Price Chart

Loading price history…

Management Credibility Analysis

Unavailable

Verified Management Score Unavailable

Management credibility requires sourced guidance and earnings history.

Upcoming Catalysts

Verified event feed

Verified Catalysts Unavailable

No sourced upcoming event feed is configured for this stock yet.

Company profile

No description available

Chief executive: Not disclosed
Headquarters: 1331 SPRING STREET NW, ATLANTA, GA
Founded: Not disclosed

📈 Company Timeline

Major business events

Positive

Negative

Neutral

9 Oct 2026

Invesco Ltd. reported Regulation FD disclosure

Invesco Ltd. filed an 8-K covering Regulation FD disclosure, supporting financial statements or exhibits.

11 Sep 2026

Invesco Ltd. reported Regulation FD disclosure

Invesco Ltd. filed an 8-K covering Regulation FD disclosure, supporting financial statements or exhibits.

1 Sep 2026

Invesco Ltd. reported A director or senior management change or compensation event

Invesco Ltd. filed an 8-K covering a director or senior management change or compensation event, Regulation FD disclosure, supporting financial statements or exhibits.

14 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Invesco Ltd..

14 Aug 2026

Large-holder ownership filing

A holder reported or amended a beneficial ownership position of more than 5% in Invesco Ltd..

Capital Structure & Financial Position

Financial strength and liquidity analysis

Cash and equivalents (USD)$915.40M

Total assets (USD)$27.47B

Total liabilities (USD)$14.00B

Shareholders' equity (USD)$12.47B

Long-term debt (USD)$1.62B

Debt due within a year (USD)$0

Source: SEC EDGAR company facts (opens in a new tab) Balance sheet dated 30 Jun 2026

Peer Comparison - Finance

Company	Price	Market Cap
JPM - JPMorgan Chase & Co.	$335.19 Yahoo Finance	$891.00B
BAC - Bank of America Corporation	$50.88 Yahoo Finance	$355.79B
HSBC - HSBC Holdings plc	$93.54 Yahoo Finance	$321.15B
MS - Morgan Stanley	$182.42 Yahoo Finance	$286.50B
GS - The Goldman Sachs Group, Inc.	$890.68 Yahoo Finance	$259.34B

📋 Corporate Actions

Recent and upcoming corporate events

Verified Corporate Actions Unavailable

Dividend, buyback, split, and spin-off feeds are not ingested for this stock yet.

Financials

Financial statements and key metrics analysis

Quarter	Revenue (USD)	Operating income	Net income	Diluted EPS (USD)	Filed
Q2 2026	$1.83B	$364.20M	$338.90M	$0.76	10-Q · 4 Aug 2026
Q1 2026	$1.74B	$333.20M	$219.10M	$0.51	10-Q · 5 May 2026
Q4 2025	$1.69B	−$1.46B	−$995.90M	Unavailable	10-K · 24 Feb 2026
Q3 2025	$1.64B	$270.90M	$356.40M	$0.66	10-Q · 4 Nov 2025
Q2 2025	$1.52B	$214.20M	$197.40M	−$0.03	10-Q · 1 Aug 2025
Q1 2025	$1.53B	$277.30M	$171.10M	$0.38	10-Q · 28 Apr 2025

Source: SEC EDGAR company facts (opens in a new tab)

Analyst Consensus

Buy

Target: $34.95

19.4% upside potential

📈

Strong Buy

Unavailable

👍

Buy

5

⏸️

Hold

7

📉

Sell

0

12 analysts covering this stock

Source: Nasdaq analyst research (opens in a new tab) Retrieved 21 Oct 2026, 15:49 UTC Targets range 29.50–41.00 Ratings are third-party opinions, not advice.

💰 Upcoming Dividends

Next dividend payments

Verified Dividend Data Unavailable

Dividend calendar data is not ingested for this stock yet.

Guidance Evolution

Verified Guidance History Unavailable

Verified company guidance history is not ingested for this stock yet.

💼 Director Transactions

Recent insider activity

16

Oct 2026

JOHNSTON SHANNON A

SMD and CIOO

Grant or award

Unavailable per share

28,249 shares

16

Oct 2026

JOHNSTON SHANNON A

SMD and CIOO

Tax withholding

$28.20 per share

12,526 shares

1

Oct 2026

Invesco Advisers, Inc.

Director

Grant or award

$28.49 per share

16,176 shares

30

Sep 2026

Invesco Advisers, Inc.

Director

Disposition to the company

$28.49 per share

8,969 shares

11

Sep 2026

WOOD PHOEBE A

Director

Open-market sale

$32.44 per share

3,000 shares

9

Sep 2026

Lo Andrew Tak Shing

Senior Managing Director

Open-market sale

$32.20 per share

100,840 shares

9

Sep 2026

Butcher Stephanie

Senior Managing Director

Open-market sale

$32.28 per share

45,095 shares

8

Sep 2026

Lo Andrew Tak Shing

Senior Managing Director

Open-market sale

$32.85 per share

42,530 shares

4

Sep 2026

DUKES LAURA ALLISON

Chief Financial Officer

Open-market sale

$33.16 per share

31,075 shares

4

Sep 2026

DUKES LAURA ALLISON

Chief Financial Officer

Gift

Unavailable per share

7,600 shares

Top Shareholders

Vanguard Group Inc

52,965,761 shares

1.822% change

12/31/2025

Blackrock, Inc.

38,713,707 shares

-0.088% change

6/30/2026

Vanguard Capital Management Llc

28,104,027 shares

0.497% change

6/30/2026

Dimensional Fund Advisors Lp

21,716,982 shares

1.666% change

6/30/2026

Vanguard Portfolio Management Llc

18,458,992 shares

-4.173% change

6/30/2026

State Street Corp

16,793,008 shares

0.526% change

6/30/2026

Millennium Management Llc

15,689,569 shares

-27.526% change

6/30/2026

Aqr Capital Management Llc

12,604,180 shares

0.637% change

6/30/2026

Geode Capital Management, Llc

12,503,038 shares

-2.633% change

6/30/2026

Goldman Sachs Group Inc

11,149,168 shares

5.741% change

6/30/2026

Source: Nasdaq institutional holdings (opens in a new tab) Observed 21 Oct 2026, 15:49 UTC· 15 hours ago

Research coverage and investment tools

Invesco Ltd. (IVZ) is a stock listed on the New York Stock Exchange in the United States, in the Finance sector (Investment Managers). Its last price was US$29.28 on 21 Oct 2026. That is 66% of the way from its 52-week low of US$20.67 to its 52-week high of US$33.66. It paid US$0.85 a share in dividends over the last 12 months, a dividend yield of 2.91%. The latest ex-dividend date on file is 14 Aug 2026. Its market capitalisation was US$12.93 billion at that price.

Watch Add to portfolio Set an alert Compare Position size

How position sizing works Dividend yield and total return

Quarter	Revenue	Operating income	Net income	Diluted EPS	Gross margin	Operating margin	Free cash flow	Filed
Q2 2026	$1.83B	$364.20M	$338.90M	$0.76	—	19.9%	$703.70M	10-Q · 4 Aug 2026 (opens in a new tab)
Q1 2026	$1.74B	$333.20M	$219.10M	$0.51	—	19.1%	$198.40M	10-Q · 5 May 2026 (opens in a new tab)
Q4 2025	$1.69B	−$1.46B	−$995.90M	Unavailable	—	-86.2%	$432.20M	10-K · 24 Feb 2026 (opens in a new tab)
Q3 2025	$1.64B	$270.90M	$356.40M	$0.66	—	16.5%	$586.40M	10-Q · 4 Nov 2025 (opens in a new tab)
Q2 2025	$1.52B	$214.20M	$197.40M	−$0.03	—	14.1%	$530.40M	10-Q · 1 Aug 2025 (opens in a new tab)
Q1 2025	$1.53B	$277.30M	$171.10M	$0.38	—	18.1%	−$108.00M	10-Q · 28 Apr 2025 (opens in a new tab)

Quarter ended	Reported	EPS	Consensus	Surprise
Jun 2026	7/28/2026	$0.71	$0.67	+6.0%
Mar 2026	4/28/2026	$0.57	$0.58	-1.7%
Dec 2025	1/27/2026	$0.62	$0.57	+8.8%
Sep 2025	10/28/2025	$0.61	$0.44	+38.6%

Cash and equivalents: $915.40M
Total assets: $27.47B
Total liabilities: $14.00B
Shareholders' equity: $12.47B
Long-term debt: $1.62B
Debt due within a year: $0

8-K · 9 Oct 2026

Invesco Ltd. reported Regulation FD disclosure (opens in a new tab)

Invesco Ltd. filed an 8-K covering Regulation FD disclosure, supporting financial statements or exhibits.
8-K · 11 Sep 2026

Invesco Ltd. reported Regulation FD disclosure (opens in a new tab)

Invesco Ltd. filed an 8-K covering Regulation FD disclosure, supporting financial statements or exhibits.
8-K · 1 Sep 2026 · Management change

Invesco Ltd. reported A director or senior management change or compensation event (opens in a new tab)

Invesco Ltd. filed an 8-K covering a director or senior management change or compensation event, Regulation FD disclosure, supporting financial statements or exhibits.
SCHEDULE 13G · 14 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in Invesco Ltd..
SCHEDULE 13G/A · 14 Aug 2026

Large-holder ownership filing (opens in a new tab)

A holder reported or amended a beneficial ownership position of more than 5% in Invesco Ltd..

Insider	Date	Transaction	Shares	Average price	Filing
JOHNSTON SHANNON A SMD and CIOO	16 Oct 2026	Grant or award (A)	+28,249	—	Form 4 (opens in a new tab)
JOHNSTON SHANNON A SMD and CIOO	16 Oct 2026	Tax withholding (F)	−12,526	$28.20	Form 4 (opens in a new tab)
Invesco Advisers, Inc. Director	1 Oct 2026	Grant or award (A)	+16,176	$28.49	Form 4 (opens in a new tab)
Invesco Advisers, Inc. Director	30 Sep 2026	Disposition to the company (D)	−8,969	$28.49	Form 4 (opens in a new tab)
WOOD PHOEBE A Director	11 Sep 2026	Open-market sale (S)	−3,000	$32.44	Form 4 (opens in a new tab)
Lo Andrew Tak Shing Senior Managing Director	9 Sep 2026	Open-market sale (S)	−100,840	$32.20	Form 4 (opens in a new tab)
Butcher Stephanie Senior Managing Director	9 Sep 2026	Open-market sale (S)	−45,095	$32.28	Form 4 (opens in a new tab)
Lo Andrew Tak Shing Senior Managing Director	8 Sep 2026	Open-market sale (S)	−42,530	$32.85	Form 4 (opens in a new tab)
DUKES LAURA ALLISON Chief Financial Officer	4 Sep 2026	Open-market sale (S)	−31,075	$33.16	Form 4 (opens in a new tab)
DUKES LAURA ALLISON Chief Financial Officer	4 Sep 2026	Gift (G)	−7,600	—	Form 4 (opens in a new tab)

Institution	Report date	Shares	Change
Vanguard Group Inc	12/31/2025	52,965,761	1.822%
Blackrock, Inc.	6/30/2026	38,713,707	-0.088%
Vanguard Capital Management Llc	6/30/2026	28,104,027	0.497%
Dimensional Fund Advisors Lp	6/30/2026	21,716,982	1.666%
Vanguard Portfolio Management Llc	6/30/2026	18,458,992	-4.173%
State Street Corp	6/30/2026	16,793,008	0.526%
Millennium Management Llc	6/30/2026	15,689,569	-27.526%
Aqr Capital Management Llc	6/30/2026	12,604,180	0.637%
Geode Capital Management, Llc	6/30/2026	12,503,038	-2.633%
Goldman Sachs Group Inc	6/30/2026	11,149,168	5.741%

Previous close: 28.78 USD
Day range: 27.72 – 29.36 USD
52-week range: 20.67 – 33.66 USD
Volume: 1,351,195
Market cap: $12.93B
Average volume: 7,140,719
EPS (FY 2025, diluted): −1.60 USD
Dividends (last 12 months): 0.85 USD
Dividend yield: 2.91%
Ex-dividend date: 14 Aug 2026
Shares outstanding: 441.50M
Beta (5Y monthly): 1.67

Price, ranges and volume: Yahoo Finance (opens in a new tab) Observed 21 Oct 2026, 15:49 UTC· 15 hours ago

Average volume, P/E and shares: Nasdaq (opens in a new tab) Observed 22 Oct 2026, 06:17 UTC· 57 minutes ago

Dividends: Yahoo Finance dividend history (opens in a new tab) Observed 22 Oct 2026, 06:17 UTC· 57 minutes ago

EPS: SEC EDGAR company facts (opens in a new tab)

Beta: 5 years of monthly returns against the S&P 500, calculated from Yahoo Finance prices. Market cap is the price × shares outstanding. What dividend yield leaves out: dividend yield vs total return

This research is not available for IVZ yet

Guidance history

IMPORTANT FINANCIAL DISCLAIMER: The information provided on this platform is for educational and informational purposes only and should not be construed as investment advice. All investments involve risk, including potential loss of principal. Past performance does not guarantee future results. Take Profits is not a registered investment advisor and does not provide personalized investment advice. Users should conduct their own research and consult with qualified financial professionals before making investment decisions. Market data may be delayed and is provided by third-party sources.