INVESCO PLC

NYSE: IVZ (Invesco Ltd)

Last update: yesterday, 12:19PM

22.68

-0.27 (-1.16%)

  • 1D -1.16%
  • 5D -3.92%
  • 1M 2.23%
  • 6M 61.16%
  • YTD 28.47%
  • 1Y 28.69%
  • 5Y 64.43%
Previous Close 22.94
Open 22.97
Volume 1,086,459
Avg. Volume (3M) 4,664,132
Market Cap 10,112,228,352
Price / Earnings (TTM) 24.38
Price / Earnings (Forward) 10.45
Price / Sales 1.75
Price / Book 0.970
52 Weeks Range
11.60 (-48%) — 24.54 (8%)
Earnings Date 28 Oct 2025
TTM Dividend Yield 1.81%
Profit Margin 9.76%
Operating Margin (TTM) 14.13%
Diluted EPS (TTM) 0.930
Quarterly Revenue Growth (YOY) 2.20%
Quarterly Earnings Growth (YOY) 14.70%
Total Debt/Equity (MRQ) 12.59%
Current Ratio (MRQ) 0.660
Operating Cash Flow (TTM) 1.22 B
Levered Free Cash Flow (TTM) 10.57 B
Return on Assets (TTM) 2.37%
Return on Equity (TTM) 3.85%

Market Trend

Short Term Medium Term
Industry Asset Management (US) Bearish Bearish
Asset Management (Global) Bearish Bearish
Stock Invesco Ltd Bullish Bullish

AIStockmoo Score

1.7
Analyst Consensus 3.0
Insider Activity 3.0
Price Volatility -0.5
Technical Moving Averages 3.5
Technical Oscillators -0.5
Average 1.70

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Stock Market Cap DY P/E (TTM) P/B
IVZ 10 B 1.81% 24.38 0.970
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FSK 6 B 6.30% 11.70 0.700
BXSL 6 B 2.97% 9.24 0.970
FHI 4 B 1.22% 11.31 3.58

Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients. At the end of October 2024, the firm had $1.792 trillion in assets under management spread among its equity (58% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (10%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's us retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).
Sector Financial Services
Industry Asset Management
Investment Style Small Value
% Held by Insiders 0.71%
% Held by Institutions 94.96%

Ownership

Name Date Shares Held
Trian Fund Management, L.P. 30 Jun 2025 14,628,455
52 Weeks Range
11.60 (-48%) — 24.54 (8%)
Price Target Range
24.00 (5%) — 28.00 (23%)
High 28.00 (BMO Capital, 23.48%) Buy
Median 25.50 (12.46%)
Low 24.00 (Barclays, 5.84%) Hold
Average 25.67 (13.21%)
Total 1 Buy, 5 Hold
Avg. Price @ Call 23.60
Firm Date Target Price Call Price @ Call
Barclays 21 Oct 2025 24.00 (5.84%) Hold 22.94
Evercore ISI Group 09 Oct 2025 26.00 (14.66%) Hold 23.90
05 Sep 2025 24.00 (5.84%) Hold 21.99
Morgan Stanley 06 Oct 2025 26.00 (14.66%) Hold 24.13
BMO Capital 03 Oct 2025 28.00 (23.48%) Buy 24.04
B of A Securities 02 Oct 2025 25.00 (10.25%) Hold 23.61
Citigroup 29 Sep 2025 25.00 (10.25%) Hold 23.00
Name Avg. Buy ($) Avg. Sell ($) Net Quantity Net Value ($)
JOHNSTON SHANNON A 22.80 22.80 19,903 453,788
Aggregate Net Quantity 19,903
Aggregate Net Value ($) 453,788
Aggregate Avg. Buy ($) 22.80
Aggregate Avg. Sell ($) 22.80
Name Holder Date Type Quantity Price Value ($)
JOHNSTON SHANNON A Officer 16 Oct 2025 Acquired (+) 28,248 22.80 644,054
JOHNSTON SHANNON A Officer 16 Oct 2025 Disposed (-) 8,345 22.80 190,266
TTM Dividend Yield 1.81%
5Y Average Dividend Yield 4.10%
Payout Ratio 88.71%
Expected Next Dividend Payment Mar 2026
Ex Date Announcement Date Payment Date Details
14 Feb 2025 28 Jan 2025 04 Mar 2025 0.205 Cash
14 Nov 2024 22 Oct 2024 03 Dec 2024 0.205 Cash
16 Aug 2024 23 Jul 2024 04 Sep 2024 0.205 Cash
13 May 2024 23 Apr 2024 04 Jun 2024 0.205 Cash
15 Feb 2024 23 Jan 2024 04 Mar 2024 0.2 Cash
09 Nov 2023 24 Oct 2023 04 Dec 2023 0.2 Cash
10 Aug 2023 25 Jul 2023 05 Sep 2023 0.2 Cash
08 May 2023 25 Apr 2023 02 Jun 2023 0.2 Cash
15 Feb 2023 24 Jan 2023 02 Mar 2023 0.1875 Cash
09 Nov 2022 25 Oct 2022 02 Dec 2022 0.1875 Cash
11 Aug 2022 27 Jul 2022 02 Sep 2022 0.1875 Cash
09 May 2022 26 Apr 2022 02 Jun 2022 0.1875 Cash
15 Feb 2022 25 Jan 2022 02 Mar 2022 0.17 Cash
10 Nov 2021 - 02 Dec 2021 0.17 Cash
12 Aug 2021 27 Jul 2021 01 Sep 2021 0.17 Cash
10 May 2021 27 Apr 2021 03 Jun 2021 0.17 Cash
12 Feb 2021 26 Jan 2021 02 Mar 2021 0.155 Cash
10 Nov 2020 27 Oct 2020 02 Dec 2020 0.155 Cash
13 Aug 2020 27 Jul 2020 01 Sep 2020 0.155 Cash
08 May 2020 23 Apr 2020 03 Jun 2020 0.155 Cash
12 Feb 2020 29 Jan 2020 02 Mar 2020 0.31 Cash
08 Nov 2019 23 Oct 2019 02 Dec 2019 0.31 Cash
14 Aug 2019 25 Jul 2019 03 Sep 2019 0.31 Cash
09 May 2019 25 Apr 2019 03 Jun 2019 0.31 Cash
13 Feb 2019 31 Jan 2019 01 Mar 2019 0.3 Cash
09 Nov 2018 19 Oct 2018 03 Dec 2018 0.3 Cash
15 Aug 2018 26 Jul 2018 04 Sep 2018 0.3 Cash
10 May 2018 26 Apr 2018 01 Jun 2018 0.3 Cash
14 Feb 2018 30 Jan 2018 02 Mar 2018 0.29 Cash
13 Nov 2017 25 Oct 2017 04 Dec 2017 0.29 Cash
15 Aug 2017 27 Jul 2017 01 Sep 2017 0.29 Cash
10 May 2017 26 Apr 2017 02 Jun 2017 0.29 Cash
14 Feb 2017 26 Jan 2017 03 Mar 2017 0.28 Cash
10 Nov 2016 26 Oct 2016 05 Dec 2016 0.28 Cash
16 Aug 2016 27 Jul 2016 02 Sep 2016 0.28 Cash
11 May 2016 28 Apr 2016 03 Jun 2016 0.28 Cash
16 Feb 2016 27 Jan 2016 04 Mar 2016 0.27 Cash
13 Nov 2015 29 Oct 2015 07 Dec 2015 0.27 Cash
18 Aug 2015 30 Jul 2015 04 Sep 2015 0.27 Cash
13 May 2015 30 Apr 2015 05 Jun 2015 0.27 Cash
17 Feb 2015 28 Jan 2015 06 Mar 2015 0.25 Cash
14 Nov 2014 29 Oct 2014 05 Dec 2014 0.25 Cash
19 Aug 2014 30 Jul 2014 05 Sep 2014 0.25 Cash
14 May 2014 01 May 2014 06 Jun 2014 0.25 Cash
18 Feb 2014 30 Jan 2014 07 Mar 2014 0.225 Cash
15 Nov 2013 31 Oct 2013 09 Dec 2013 0.225 Cash
19 Aug 2013 31 Jul 2013 06 Sep 2013 0.225 Cash
15 May 2013 30 Apr 2013 07 Jun 2013 0.225 Cash
19 Feb 2013 31 Jan 2013 08 Mar 2013 0.1725 Cash
15 Nov 2012 01 Nov 2012 07 Dec 2012 0.1725 Cash
20 Aug 2012 26 Jul 2012 07 Sep 2012 0.1725 Cash
16 May 2012 26 Apr 2012 08 Jun 2012 0.1725 Cash
21 Feb 2012 26 Jan 2012 09 Mar 2012 0.1225 Cash
16 Nov 2011 24 Oct 2011 07 Dec 2011 0.1225 Cash
18 Aug 2011 26 Jul 2011 08 Sep 2011 0.1225 Cash
18 May 2011 27 Apr 2011 08 Jun 2011 0.1225 Cash
18 Feb 2011 27 Jan 2011 09 Mar 2011 0.11 Cash
17 Nov 2010 25 Oct 2010 08 Dec 2010 0.11 Cash
19 Aug 2010 27 Jul 2010 09 Sep 2010 0.11 Cash
20 May 2010 27 Apr 2010 09 Jun 2010 0.11 Cash
19 Feb 2010 27 Jan 2010 10 Mar 2010 0.1025 Cash
16 Nov 2009 16 Oct 2009 02 Dec 2009 0.1025 Cash
17 Aug 2009 24 Jul 2009 02 Sep 2009 0.1025 Cash
18 May 2009 22 Apr 2009 03 Jun 2009 0.1025 Cash
23 Feb 2009 29 Jan 2009 11 Mar 2009 0.1 Cash
24 Nov 2008 27 Oct 2008 17 Dec 2008 0.1 Cash
18 Aug 2008 23 Jul 2008 09 Sep 2008 0.1 Cash
19 May 2008 23 Apr 2008 09 Jun 2008 0.1 Cash
18 Mar 2008 - 07 Apr 2008 0.22 Cash
19 Sep 2007 - 25 Oct 2007 0.164 Cash
25 Apr 2007 - 06 Jun 2007 0.208 Cash
06 Sep 2006 - 23 Oct 2006 0.154 Cash
29 Mar 2006 - 15 May 2006 0.20187 Cash
07 Sep 2005 - 24 Oct 2005 0.1394 Cash
30 Mar 2005 - 16 May 2005 0.1892 Cash
22 Sep 2004 - 25 Oct 2004 0.0897 Cash
31 Mar 2004 - 17 May 2004 0.2325 Cash
13 Aug 2003 - 14 Oct 2003 0.1664 Cash
02 Apr 2003 - 13 May 2003 0.2085 Cash
28 Aug 2002 - 15 Oct 2002 0.1564 Cash
03 Apr 2002 - 13 May 2002 0.19 Cash
05 Sep 2001 - 15 Oct 2001 0.1327 Cash
28 Mar 2001 - 14 May 2001 0.1717 Cash
06 Sep 2000 - 16 Oct 2000 0.2909 Cash
05 Apr 2000 - 15 May 2000 0.4282 Cash
01 Sep 1999 - 15 Oct 1999 0.2889 Cash
01 Apr 1999 - 19 Jul 1999 0.3892 Cash
02 Sep 1998 - 13 Oct 1998 0.2529 Cash
13 Aug 1997 - 08 Oct 1997 0.405 Cash
01 Apr 1997 - 17 Jul 1997 0.6648 Cash
26 Aug 1996 - 17 Oct 1996 0.308 Cash
20 May 1996 - 17 Jul 1996 0.612 Cash
28 Aug 1995 - 18 Oct 1995 0.2756 Cash
15 May 1995 - 19 Jul 1995 0.5579 Cash
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Annual Dividend Yield

Year Annual Dividend ($) Frequency/Year Yield %
2025 0.205 1 0.90
2024 0.815 4 4.66
2023 0.788 4 4.41
2022 0.733 4 4.07
2021 0.665 4 2.89
2020 0.775 4 4.45
2019 1.23 4 6.84
2018 1.19 4 7.11
2017 1.15 4 3.15
2016 1.11 4 3.66
2015 1.06 4 3.17
2014 0.975 4 2.47
2013 0.848 4 2.33
2012 0.640 4 2.45
2011 0.478 4 2.38
2010 0.433 4 1.80
2009 0.408 4 1.74
2008 0.520 4 3.60
2007 0.372 2 1.19
2006 0.356 2 1.44
2005 0.329 2 2.14
2004 0.322 2 2.57
2003 0.375 2 2.54
2002 0.346 2 2.75
2001 0.304 2 1.05
2000 0.719 2 1.65
1999 0.678 2 3.00
1998 0.253 1 1.64
1997 1.07 2 6.20
1996 0.920 2 10.37
1995 0.834 2 10.76
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The support, resistance and trendline levels presented has been generated by an artificial intelligence (AI) model and should be interpreted with caution.

Portfolio

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Your price alert

Risk Profile

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Conservative
Moderate Conservative
Moderate
Moderate Aggressive
Aggressive
Margin of Safety (EP)
Partial Profit (TP1)
Target Profit (TP2)
Maximum Loss (SL)

Disclaimer: The above is for illustrative purposes only and is NOT investment advice. Seek advice from a qualified financial professional.

Entry Price (EP)

Take Profit 1 (TP1)

Take Profit 2 (TP2)

Stop Loss (SL)

52W Range
 
52WL
 
52WH
SL
EP
TP1
TP2

All alert prices are within 52 weeks price range

Realized Profit -
Unrealized Profit -
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Total Profit -
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Quantity (Buy) -
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Quantity (Sold) -
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