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Metrics as of 10/16/2026, 09:54 PM (Berlin time), refresh in progress.

Invesco Stock

Invesco Ltd.

IVZNYSEKern
US$28.23
-2.0% today

Company data

Sector
Financial Services
Industry
Asset Management
Country
United States
CEO
Andrew Ryan Schlossberg
Employees
7,405
Market cap
$12.5 B
IPO
24/08/1995

Invesco Ltd. operates in the financial services sector, offering a broad portfolio of products such as exchange-traded funds and pension plans. Founded in 1935, the US company leverages digital trends for its investment management, with a business model characterized by high recurring revenue and low capital…

AI-generated company profile based on the figures on this page, last updated on 01/10/2026. Not investment advice.

Invesco stock: price history

16/10/25+23.9 %16/10/26

1D

-1.9%

1W

-4.2%

1M

-6.1%

6M

+13.9%

YTD

+7.6%

1Y

+23.9%

2Y

+55.5%

5Y

+12.7%

10Y

-5.5%

Next earnings date

Next earnings date

27/10/2026 (in 10 days)

Volatility around earnings

~37% weaker price swings than usual

Invesco stock scores

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Deterministically calculated from financial metrics, not investment advice. Updated nightly, last on 17/10/2026.

Business model & megatrends

Business model

Robust business model that benefits noticeably from at least one megatrend.

Why this value? Details with Pro only.

Invesco Ltd. is a global asset management company that offers a broad range of financial products including investment funds, exchange-traded funds (ETFs), and retirement plans. The company generates revenue primarily through investment advisory services, the distribution of financial products, and customer service offerings. The business model is geographically diversified across the Americas, Europe, and Asia, and is characterized by a highly recurring revenue stream derived from the management of customer assets under administration.

Revenue model
Transactional
Recurring revenue
High
Pricing power
Moderate
Moat
None
Moat type
None
Capital intensity
Low
Customer concentration
Unknown

Ask the agents about Invesco

Analyst assessment of Invesco

PRICE TARGET LOW

US$30.00

CONSENSUS

US$33.17

MEDIAN

US$33.00

PRICE TARGET HIGH

US$36.00

0

STRONG BUY

12

BUY

16

HOLD

0

SELL

0

STRONG SELL

28

TOTAL · Hold

As of: 13/10/2026

ANALYST FIRMRATINGACTIONDATE
BMO CapitalOutperformmaintain13/10/2026
TD CowenBuymaintain12/10/2026
RBC CapitalOutperformmaintain09/10/2026
Evercore ISI GroupIn Linemaintain09/10/2026
Morgan StanleyEqual Weightmaintain25/09/2026
Evercore ISI GroupIn Linemaintain09/09/2026
TD CowenBuymaintain13/08/2026
Evercore ISI GroupIn Linemaintain10/08/2026

Invesco stock metrics

P/E

-41.51

P/B

1.02

EV/EBITDA

-51.32

RETURN ON EQUITY

3.1%

NET MARGIN

20.9%

DEBT/EQUITY

0.13

DIVIDEND YIELD

3.0%

AS OF

30/06/2026

Free float & liquidity

FREE FLOAT

99.3%

FLOAT SHARES

438,405,085

AVG. DAILY VOLUME (30D)

4,351,786

Insider transactions (SEC)

ROLETRANSACTIONSHARESPRICEPLAN TYPEDATE

Invesco Advisers, Inc.

DirectorGrant16,17628.49Spontaneous02/10/2026

Invesco Advisers, Inc.

DirectorReturn to issuer8,96928.49Spontaneous02/10/2026

WOOD PHOEBE A

DirectorSale3,00032.44Spontaneous14/09/2026

Lo Andrew Tak Shing

OfficerSale42,53032.85Spontaneous10/09/2026

Butcher Stephanie

OfficerSale45,09532.28Spontaneous10/09/2026
Page 1 / 11

Attention

Price since yesterday: -1.9%

Search (Google Trends)

18/0902/1017/10

Institutional holders

FUND / INSTITUTIONSHARESCHANGEAS OF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC1,705,612-264,34730/09/2026
WEDGE CAPITAL MANAGEMENT L L P/NC1,063,033-145,02530/09/2026
VISTA INVESTMENT PARTNERS LLC178,385-4,49530/09/2026
CACTI ASSET MANAGEMENT LLC175,180+030/09/2026
Czech National Bank126,854+67530/09/2026
Page 1 / 3

Dividends & Stock splits

Dividends

EX-DATEPAY DATEAMOUNTYIELD
14/08/202602/09/2026US$0.222.6 %
15/05/202602/06/2026US$0.223.1 %
13/02/202603/03/2026US$0.213.2 %
14/11/202502/12/2025US$0.213.6 %
14/08/202502/09/2025US$0.213.9 %
Page 1 / 8

Stock splits

DATERATIO
08/11/20005:2
27/04/19982:1

Comparable stocks

Frequently asked questions about Invesco stock

What does Invesco do?

Invesco Ltd. is a company in the Financial Services sector, Asset Management industry, headquartered in United States.

The CEO is Andrew Ryan Schlossberg, the company employs around 7,405 people.

The IPO was on 24/08/1995; the stock trades on NYSE under the ticker IVZ.

What do analysts say about Invesco stock?

28 analysts rate the stock, the consensus is Hold (as of 13/10/2026).

The average price target is US$33.17, ranging from US$30.00 to US$36.00, with a median of US$33.00.

This is an external assessment, not a statement by Market Jury.

When does Invesco report next?

The next earnings date is 27/10/2026.

Around past earnings, price swings were roughly -37% stronger than usual.

Does Invesco pay a dividend?

Yes. The last dividend was US$0.22 per share, ex-date 14/08/2026, paid on 02/09/2026.

The dividend yield is 3.0% (as of 30/06/2026).

Which stocks are comparable to Invesco?

Comparable stocks include BlackRock, Blackstone, KKR &, Apollo Global Management, State Street, Ameriprise Financial, Ares Management and Northern Trust.

How can I get Invesco stock analyzed?

Clicking "Analyze stock" lets five strategies assess Invesco against fixed, published rules and judge it bullish, neutral or bearish. The jury states where it disagrees. A free account starts with 5 credits, a quick check costs 1 credit, a full analysis 2 credits.

Not investment advice. Past performance is not an indicator of future results.