IVZ Invesco Ltd.

QT62

NYSE·Financial Services·Asset Management·USA

Latest market price

28.06

-0.73-2.54%

Overview Short InterestFilings

IVZQT62Invesco Ltd.·NYSE

Overview Short InterestFilings

28.06-2.54%

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Signal & projected range

Analyst consensus risingHistorical pattern — not a prediction

Recent priceDays this stock last showed the setupRange of past outcomes (±1σ)

Horizon

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Over the next 20 trading days, similar setups historically landed in a measured range of outcomes. Unlock with Premium to see the median return, the typical range, and how often they were positive. This is the historical range of outcomes — not a prediction of this stock’s price.

Ranges describe how this exact setup resolved in the past — derived from thousands of historical occurrences across QuoTrend’s coverage since 2006, survivorship-corrected to include companies that later delisted. The band is the typical spread (±1σ) of those outcomes, not a forecast; the central value is their average move. Fewer matching cases over longer horizons widen the band and lower its reliability. Backtested results are hypothetical, based on historical data, and do not represent actual trading. Past performance does not guarantee or predict future results. QuoTrend is an educational research tool, not investment advice. Markets involve risk, including loss of principal.

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SEIC-2.11%$102.30 ARCC-0.80%$18.64 CG-1.56%$38.59 EQH-4.16%$52.75 APOS-0.20%$25.13 OWL-3.60%$9.36 CRBG-4.10%$34.13 AMG-3.06%$383.42

Snapshot

Index	S&P 500	P/E	-	EPS (ttm)	-0.68	Insider Own	-	Shs Outstand	441.50M	Perf Week	-0.50%

Market Cap	12.39B	Forward P/E	8.57	EPS next Y	3.28	Insider Trans	-0.06%	Shs Float	438.40M	Perf Month	-8.54%

Enterprise Value	13.10B	PEG	-	EPS next Q	-	Inst Own	-	Short Float	3.67%	Perf Quarter	-6.81%

Income	-64.00M	P/S	1.79	EPS this Y	40.90%	Inst Trans	-	Short Ratio	3.59	Perf Half Y	10.00%

Sales	6.90B	P/B	0.95	EPS next Y	16.64%	ROA	-0.23%	Short Interest	16.11M	Perf YTD	6.81%

Book/sh	29.69	P/C	13.54	EPS next 5Y	14.76%	ROE	-0.51%	52W High	33.66 -16.64%	Perf Year	23.18%

Cash/sh	2.07	P/FCF	6.30	EPS past 3/5Y	-	ROIC	-1.13%	52W Low	20.67 35.75%	Perf 3Y	115.02%

Dividend Est.	0.86 (3.06%)	EV/EBITDA	-	Sales past 3/5Y	1.78% 0.74%	Gross Margin	67.42%	Volatility	3.29% 2.88%	Perf 5Y	11.88%

Dividend TTM	0.85 (3.03%)	EV/Sales	1.90	EPS Y/Y TTM	-157.63%	Oper. Margin	-7.10%	ATR (14)	0.94	Perf 10Y	-7.42%

Dividend Ex-Date	Aug 14, 2026	Quick Ratio	0.71	Sales Y/Y TTM	13.78%	Profit Margin	-0.93%	RSI (14)	36.27	Recom	2.57

Dividend Gr. 3/5Y	4.46% 1.50%	Current Ratio	0.71	EPS Q/Q	97.22%	SMA20	-4.78%	Beta	1.64	Target Price	33.17

Payout	-846.05%	Debt/Eq	0.75	Sales Q/Q	20.45%	SMA50	-9.21%	Rel Volume	1.83	Prev Close	28.79

Employees	7,405	LT Debt/Eq	0.75	Earnings	Oct 27	SMA200	0.28%	Avg Volume	4.49M	Price	28.06

IPO Date	Aug 24, 1995	Option/Short	Yes / Yes	EPS/Sales Surpr.	6.62% 0.83%	Net Debt/EBITDA	-2.76	Volume	8,228,698	Change	-2.54%

Analyst Ratings

Date	Action	Analyst	Rating	Target
Oct-13-26	Reiterated	UBS	Neutral	$34 → $36
Oct-09-26	Reiterated	Evercore ISI Group	In Line	$35 → $34
Oct-09-26	Reiterated	RBC Capital	Outperform	$39 → $36
Oct-06-26	Reiterated	UBS	Neutral	$41
Sep-25-26	Reiterated	Morgan Stanley	Equal Weight	$29 → $31
Aug-13-26	Reiterated	RBC Capital	Outperform	$31 → $39
Aug-10-26	Reiterated	Evercore ISI Group	In Line	$32 → $35
Jul-29-26	Reiterated	Barclays	Equal Weight	$31 → $32
Jul-14-26	Reiterated	Barclays	Equal Weight	$26 → $31
Jul-10-26	Reiterated	Evercore ISI Group	In Line	$31 → $32

Latest News· Times ET

Oct-23-26

Oct-23-2610:46AM

Here's Why Invesco (IVZ) is a Strong Growth Stockzacks.com

Oct-21-26

Oct-21-2604:15PM

Invesco Mortgage Capital Inc. To Announce Third Quarter 2026 Resultsprnewswire.com

Oct-20-26

Oct-20-2601:55PM

Nontraded REITs Raise $692M Against $117M in RedemptionsYahoo

11:30AM

Invesco Q3 Earnings Coming Up: Will AUM Growth Drive Results Higher?zacks.com

11:00AM

Invesco (IVZ) Earnings Expected to Grow: Should You Buy?zacks.com

07:25AM

Is Invesco Bloomberg Enhanced Fallen Angels ETF (IFLN) a Strong ETF Right Now?zacks.com

Oct-16-26

Oct-16-2604:09PM

Invesco E&P ETF Has Relatively High Non-E&P Positioningseekingalpha.com

02:35PM

Invesco Mortgage Capital: Preferreds Are Suited For Rate Uncertainty, But With Cautionseekingalpha.com

10:41AM

Here's Why Invesco (IVZ) is a Strong Value Stockzacks.com

Oct-14-26

Oct-14-2607:23PM

Invesco QQQ Doesn't Own a Single Bank, and That's Not the Only Thing the Nasdaq-100 Leaves Outfool.com

04:40PM

Invesco Mortgage Capital Inc. October 2026 Dividend Announcement and September Financial Updateprnewswire.com

Oct-12-26

Oct-12-2604:21PM

Gold defies multi-decade high bond yields, but Q4 headwinds remain – Invescokitco.com

03:39PM

The AI Rally, Mega-Cap Dominance & What Comes NextYahoo

01:16PM

Invesco's AUM Falls in September: Will Growth Momentum Rebound?zacks.com

09:15AM

BlackRock's $15.3 Trillion Empire Reveals Why These 4 Dividend Stocks Are Worth Watching247wallst.com

Company

Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

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	6,903	6,377	6,067	—	—	—	—	—	—
Cost of Goods Sold Incl. D&A	2,248	3,624	4,040	—	—	—	—	—	—
Gross Profit	4,655	2,753	2,027	—	—	—	—	—	—
Selling, General and Administrative Excl. Other	699	661	676	—	—	—	—	—	—
Research and Development	0	0	0	—	—	—	—	—	—
Other Operating Expense	4,445	2,788	519	—	—	—	—	—	—
Operating Income	-490	-696	832	—	—	—	—	—	—
Interest Expense	97	83	58	—	—	—	—	—	—
Unusual Expense	—	—	—	—	—	—	—	—	—
Non-Operating Income (Expense)	344	399	231	—	—	—	—	—	—
Net Income Before Taxes	-243	-379	1,005	—	—	—	—	—	—
Income Taxes	-161	-205	253	—	—	—	—	—	—
Consolidated Net Income	-64	-282	775	—	—	—	—	—	—
Net Income From Continuing Operations	-82	-175	752	—	—	—	—	—	—
Net Income	-64	-282	775	—	—	—	—	—	—
EPS (Recurring)	-0.68	-1.61	1.18	—	—	—	—	—	—
EPS (Basic, Before Extraordinaries)	-0.68	-1.61	1.18	—	—	—	—	—	—
EPS (Diluted)	-0.68	-1.60	1.18	—	—	—	—	—	—
EBITDA	-256	-391	1,243	—	—	—	—	—	—
Other After Tax Adjustments	—	—	—	—	—	—	—	—	—
Stock Option Compensation Expense	—	—	—	—	—	—	—	—	—
Price To Earnings Ratio	—	—	14.81	—	—	—	—	—	—
Price To Sales Ratio	1.83	1.86	1.32	—	—	—	—	—	—
Gross Margin	67.43	43.17	33.41	—	—	—	—	—	—
Operating Margin	-7.10	-10.91	13.71	—	—	—	—	—	—
Net Margin	-0.93	-4.42	12.77	—	—	—	—	—	—
Shares Outstanding	451	451	457	—	—	—	—	—	—
Market Capitalization	12,655	11,848	7,988	—	—	—	—	—	—
Operating Lease Expense	—	—	—	—	—	—	—	—	—

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Insider Trading Volume

Insider Trading

Insider	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
JOHNSTON SHANNON A	SMD and CIOO	Oct 16 '26	Option Exercise	0.00	28,249	0	56,497	Oct 20
WOOD PHOEBE A	Director	Sep 11 '26	Sale	32.44	3,000	97,320	107,111	Sep 14
Butcher Stephanie	Senior Managing Director	Sep 09 '26	Sale	32.28	45,095	1,455,779	10,205	Sep 10
Lo Andrew Tak Shing	Senior Managing Director	Sep 09 '26	Sale	32.20	100,840	3,247,048	812,477	Sep 10
Lo Andrew Tak Shing	Senior Managing Director	Sep 08 '26	Sale	32.84	42,530	1,396,898	913,317	Sep 10
DUKES LAURA ALLISON	Chief Financial Officer	Sep 04 '26	Sale	33.16	31,075	1,030,537	259,183	Sep 09
Sharp Douglas J	Senior Managing Director	Aug 31 '26	Option Exercise	0.00	70,485	0	67,927	Sep 02
Butcher Stephanie	Senior Managing Director	Aug 31 '26	Option Exercise	0.00	65,442	0	62,838	Sep 02
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
Wong Tony	Senior Managing Director	Feb 28 '26	Option Exercise	0.00	31,955	0	49,839	Mar 03
Lo Andrew Tak Shing	Senior Managing Director	Feb 28 '26	Option Exercise	0.00	66,848	0	54,342	Mar 03
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

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QuoTrend signals describe historical patterns and statistics — educational information, not investment advice or a recommendation to buy or sell. Past performance doesn’t guarantee future results. Every figure traces to QuoTrend data. Historical patterns — not a prediction or advice.