IVZ

NYSE·Financial Services·Asset Management·USA

Latest market price

29.93

+0.13+0.44%

Overview Short InterestFilings

IVZQT71Invesco Ltd.·NYSE

Overview Short InterestFilings

29.93+0.44%

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ARCC+0.91%$18.78 PS+0.68%$33.97 CRBG+1.46%$31.29 OWL+2.61%$9.45 SEIC+2.57%$99.22 CG+2.23%$45.40 TPG+1.90%$42.83 BEN+0.62%$32.49

Snapshot

Index

S&P 500

P/E

EPS (ttm)

-1.47

Analyst Ratings

Date	Action	Analyst	Rating	Target
Jul-14-26	Reiterated	Barclays	Equal Weight	$26 → $31
Jul-10-26	Reiterated	Evercore ISI Group	In Line	$31 → $32
Jun-08-26	Reiterated	Evercore ISI Group	In Line	$27 → $31
Apr-29-26	Reiterated	Goldman Sachs	Neutral	$30
Apr-29-26	Reiterated	Barclays	Equal Weight	$29 → $26
Apr-21-26	Reiterated	RBC Capital	Outperform	$33 → $31
Apr-10-26	Reiterated	BMO Capital	Outperform	$30 → $28
Apr-10-26	Reiterated	Evercore ISI Group	In Line	$24 → $27
Jan-28-26	Reiterated	Cowen & Co.		$34 → $35
Jan-28-26	Reiterated	Barclays	Equal Weight	$30 → $29

Financial Statements

DataTimeframe

Line Item (USD, M)	TTM —	FY 2025 12/31/2025	FY 2024 12/31/2024	FY 2023 12/31/2023	FY 2022 12/31/2022	FY 2021 12/31/2021	FY 2020 12/31/2020	FY 2019 12/31/2019	FY 2018 12/31/2018
Total Revenue	6,593	6,377	6,067	5,716	6,049	6,895	6,146	6,117	5,314
Cost of Goods Sold Incl. D&A	3,251	3,624	4,040	3,711	3,611	4,061	3,756	3,602	3,103
Gross Profit	3,341	2,753	2,027	2,005	2,438	2,834	2,390	2,515	2,212
Selling, General and Administrative Excl. Other	691	661	676	650	588	523	564	540	459
Research and Development	0	0	0	0	0	0	0	0	0
Other Operating Expense	3,290	2,788	519	1,790	532	523	906	1,167	548
Operating Income	-640	-696	832	-435	1,318	1,788	920	808	1,205
Interest Expense	94	83	58	71	85	95	129	136	112
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	310	399	231	267	15	807	278	300	45
Net Income Before Taxes	-424	-379	1,005	-238	1,248	2,501	1,069	973	1,138
Income Taxes	-201	-205	253	-70	322	531	262	235	255
Consolidated Net Income	-243	-282	775	-97	921	1,630	762	688	883
Net Income From Continuing Operations	-224	-175	752	-168	926	1,969	808	738	883
Net Income	-243	-282	775	-97	921	1,630	762	688	883
EPS (Recurring)	-1.48	-1.61	1.18	-0.73	1.50	3.01	1.14	1.29	2.14
EPS (Basic, Before Extraordinaries)	-1.48	-1.61	1.18	-0.73	1.50	3.01	1.14	1.29	2.14
EPS (Diluted)	-1.47	-1.60	1.18	-0.73	1.49	2.99	1.13	1.28	2.14
EBITDA	1,335	1,377	1,243	1,131	1,528	2,801	1,402	1,286	1,392
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	—	—	14.81	—	12.07	7.70	15.42	14.05	7.82
Price To Sales Ratio	2.05	1.86	1.32	1.42	1.36	1.55	1.30	1.29	1.26
Gross Margin	50.67	43.17	33.41	35.08	40.30	41.10	38.89	41.11	41.63
Operating Margin	-9.71	-10.91	13.71	-7.61	21.79	25.93	14.97	13.21	22.68
Net Margin	-3.69	-4.42	12.77	-1.70	15.23	23.64	12.40	11.25	16.62
Shares Outstanding	451	451	457	455	458	463	460	438	400
Market Capitalization	13,498	11,848	7,988	8,117	8,239	10,658	8,018	7,875	6,696
Operating Lease Expense	—	—	—	—	—	—	—	—	—

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Insider Trading Volume

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
Lo Andrew Tak Shing	Senior Managing Director	Jul 02 '26	Option Exercise	0.00	116,754	0	955,847	Jul 07
Smith Alan Leonard	SMD and CHRO	Mar 13 '26	Option Exercise	0.00	8,641	0	8,641	Mar 17
Vacheron Terry	Chief Accounting Officer	Feb 28 '26	Option Exercise	0.00	4,798	0	6,792	Mar 03
Smith Alan Leonard	SMD and CHRO	Feb 28 '26	Option Exercise	0.00	8,936	0	26,808	Mar 03
Schlossberg Andrew	President and CEO	Feb 28 '26	Option Exercise	0.00	97,664	0	164,745	Mar 03
Lo Andrew Tak Shing	Senior Managing Director	Feb 28 '26	Option Exercise	0.00	66,848	0	54,342	Mar 03
Kupor Jeffrey H	Senior Managing Director	Feb 28 '26	Option Exercise	0.00	11,143	0	18,422	Mar 03
JOHNSTON SHANNON A	SMD and CIOO	Feb 28 '26	Option Exercise	0.00	8,913	0	26,739	Mar 03
DUKES LAURA ALLISON	Chief Financial Officer	Feb 28 '26	Option Exercise	0.00	44,021	0	79,089	Mar 03
Wong Tony	Senior Managing Director	Feb 28 '26	Option Exercise	0.00	31,955	0	49,839	Mar 03
Sharp Douglas J	Senior Managing Director	Jan 15 '26	Option Exercise	0.00	29,189	0	58,377	Jan 20
Sharp Douglas J	Senior Managing Director	Oct 31 '25	Sale	23.56	160,000	3,768,832	192	Nov 03
JOHNSTON SHANNON A	SMD and CIOO	Oct 16 '25	Option Exercise	0.00	28,248	0	84,746	Oct 17
Butcher Stephanie	Senior Managing Director	Sep 10 '25	Sale	22.12	103,192	2,282,710	29,855	Sep 12
Sharp Douglas J	Senior Managing Director	Aug 31 '25	Option Exercise	0.00	56,573	0	67,213	Sep 02


Market Cap	13.27B	Forward P/E	9.27	EPS next Y	3.23	Insider Trans	0.00%	Shs Float	439.90M	Perf Month	15.25%


Enterprise Value	23.00B	PEG	0.08	EPS next Q	-	Inst Own	-	Short Float	4.43%	Perf Quarter	17.97%


Income	-238.82M	P/S	2.01	EPS this Y	289.89%	Inst Trans	-	Short Ratio	3.59	Perf Half Y	2.36%


Sales	6.59B	P/B	1.10	EPS next Y	15.67%	ROA	-0.91%	Short Interest	19.48M	Perf YTD	13.93%


Book/sh	-	P/C	7.41	EPS next 5Y	12.70%	ROE	-1.86%	52W High	31.02 -3.51%	Perf Year	39.60%


Cash/sh	-	P/FCF	7.42	EPS past 3/5Y	-	ROIC	-1.33%	52W Low	20.08 49.05%	Perf 3Y	65.91%


Dividend Est.	0.86 (2.87%)	EV/EBITDA	17.23	Sales past 3/5Y	1.78% 0.74%	Gross Margin	50.68%	Volatility	2.28% 2.99%	Perf 5Y	19.62%


Dividend TTM	0.84 (2.82%)	EV/Sales	3.49	EPS Y/Y TTM	-224.58%	Oper. Margin	-9.71%	ATR (14)	0.91	Perf 10Y	10.20%


Dividend Ex-Date	May 15, 2026	Quick Ratio	0.53	Sales Y/Y TTM	8.67%	Profit Margin	-3.69%	RSI (14)	59.53	Recom	2.57


Dividend Gr. 3/5Y	4.46% 1.50%	Current Ratio	0.53	EPS Q/Q	29.55%	SMA20	5.04%	Beta	1.56	Target Price	30.81


Payout	-231.59%	Debt/Eq	0.86	Sales Q/Q	14.13%	SMA50	6.88%	Rel Volume	0.64	Prev Close	29.80


Employees	7,499	LT Debt/Eq	0.77	Earnings	Jul 28	SMA200	15.14%	Avg Volume	5.22M	Price	29.93


IPO Date	Aug 24, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	-1.20% -0.34%	Net Debt/EBITDA	7.29	Volume	3,335,788	Change	0.44%