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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M15,824Revenue $M4,645Net Margin (%)19.2Z-Score1.7
Enterprise Value $M14,791EPS $2.1Operating Margin %24.8F-Score7
P/E(ttm))16.2Cash Flow Per Share $2.0Pre-tax Margin (%)27.1Higher ROA y-yN
Price/Book1.910-y EBITDA Growth Rate %5.5Quick Ratio1.3Cash flow > EarningsY
Price/Sales3.15-y EBITDA Growth Rate %12.5Current Ratio1.3Lower Leverage y-yY
Price/Cash Flow12.5y-y EBITDA Growth Rate %15.4ROA % (ttm)4.9Higher Current Ratio y-yY
Dividend Yield %2.7Insider Buy (3m)0ROE % (ttm)11.8Less Shares Outstanding y-yY
Payout Ratio %44.0Shares Outstanding M431ROI % (ttm)4.4Gross Margin Increase y-yN

Gurus Latest Trades with IVZ

Number of guru portfolios checked: 85. (List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)
TickerGuruDate Action
Impactdown Price Range
(Average)*
Current Price Change from Average Comment Current Shares
IVZRay Dalio 2014-09-30 Buy $37.54 - $41.25
($39.34)
$ 36.73-7%New holding, 9600 sh.9,600
IVZGeorge Soros 2014-09-30 Reduce-0.27%$37.54 - $41.25
($39.34)
$ 36.73-7%Reduce -91.86%84,000
IVZJoel Greenblatt 2014-09-30 Reduce-0.01%$37.54 - $41.25
($39.34)
$ 36.73-7%Reduce -38.19%30,079
IVZRobert Olstein 2014-06-30 Add0.13%$34.09 - $38.2
($36.15)
$ 36.732%Add 10.28%279,000
IVZRichard Pzena 2014-06-30 Reduce-1.09%$34.09 - $38.2
($36.15)
$ 36.732%Reduce -78.19%1,419,341
IVZRobert Olstein 2014-03-31 Buy 1.3%$31.77 - $36.69
($34.67)
$ 36.736%New holding, 253000 sh.253,000
IVZGeorge Soros 2014-03-31 Buy 0.35%$31.77 - $36.69
($34.67)
$ 36.736%New holding, 948014 sh.948,014
IVZDavid Dreman 2014-03-31 Add0.01%$31.77 - $36.69
($34.67)
$ 36.736%Add 350.99%3,653
IVZRichard Pzena 2014-03-31 Reduce-0.13%$31.77 - $36.69
($34.68)
$ 36.736%Reduce -8.97%6,508,696
IVZGeorge Soros 2013-12-31 Sold Out -0.46%$31.5 - $36.55
($33.91)
$ 36.738%Sold Out0
IVZAndreas Halvorsen 2013-12-31 Sold Out -0.07%$31.5 - $36.55
($33.91)
$ 36.738%Sold Out0
IVZDavid Dreman 2013-12-31 Reduce-0.01%$31.5 - $36.55
($33.91)
$ 36.738%Reduce -72.03%810
IVZGeorge Soros 2013-09-30 Buy 0.46%$30.32 - $33.12
($31.92)
$ 36.7315%New holding, 1322270 sh.1,322,270
IVZAndreas Halvorsen 2013-09-30 Buy 0.07%$30.32 - $33.12
($31.92)
$ 36.7315%New holding, 414000 sh.414,000
IVZJoel Greenblatt 2013-09-30 Buy 0.05%$30.32 - $33.12
($31.92)
$ 36.7315%New holding, 44692 sh.44,692
IVZDavid Dreman 2013-09-30 Reduce-0.1%$30.32 - $33.12
($31.92)
$ 36.7315%Reduce -97.34%2,896
IVZJohn Keeley 2013-09-30 Reduce-0.06%$30.32 - $33.12
($31.92)
$ 36.7315%Reduce -39.86%145,300
IVZRay Dalio 2013-09-30 Sold Out -0.01%$30.32 - $33.12
($31.92)
$ 36.7315%Sold Out0
IVZRay Dalio 2013-06-30 Buy 0.01%$28.14 - $34.64
($31.99)
$ 36.7315%New holding, 21800 sh.21,800
IVZRichard Pzena 2013-06-30 Reduce-0.32%$28.14 - $34.64
($31.99)
$ 36.7315%Reduce -16.83%7,612,102
Premium Real Time Picks are included for Premium Members only!!
*The price and date might not be the actual time and price at which the transactions were made. In the case of institutional owners, the date is stated as the last day of their fiscal quarter. The prices are estimates if no accurate information available. Foreign holdings may not be included.

IVZ is held by these Gurus:

Ticker Guru Name Portfolio Date* Current Shares % of Shares Outstanding % of Total Assets Managed Change from Last Holdings Holding History
IVZ Ray Dalio 2014-09-309,60000New Buy
IVZ Richard Pzena 2014-09-301,614,8210.370.35+13.77%
IVZ David Dreman 2014-09-304,06100.01+3.31%
IVZ Robert Olstein 2014-09-30279,0000.061.4
IVZ John Keeley 2014-09-30125,2700.030.1-1.16%
IVZ Joel Greenblatt 2014-09-3030,0790.010.01-38.19%
IVZ George Soros 2014-09-3084,0000.020.03-91.86%
Premium Most recent portfolio changes are included for Premium Members only!


IVZ: Insider Buys/Sells

Click Here for All Insider Trades.
InsiderPosition Date Trades Shares Trade Price ($) Change (%) Details
LAWRENCE EDWARD PDirector 2014-12-04Sell895$40.37-9.02view
Ellis Roderick G.H.Chief Accounting Officer 2014-09-03Sell25,000$40.7-9.75view
Ellis Roderick G.H.Chief Accounting Officer 2014-08-12Sell19,288$38.53-4.67view
Kelley Karen DunnSenior Managing Director 2014-06-09Sell27,000$38.23-3.92view
Taylor PhilipSenior Managing Director 2014-06-09Sell93,765$38.18-3.8view
Ellis Roderick G.H.Chief Accounting Officer 2014-06-05Sell20,000$37.68-2.52view
Meadows ColinSenior Managing Director 2014-05-08Sell56,000$35.573.26view
Armour Gregory MarkSMD 2014-03-11Sell30,000$34.975.03view
Meadows ColinSenior Managing Director 2014-03-06Sell50,000$34.446.65view
PRESBY J THOMASDirector 2014-02-07Sell4,000$32.8911.68view

Press Releases about IVZ :

    Quarterly/Annual Reports about IVZ:

    News about IVZ:

    Articles On GuruFocus.com
    Franklin Resources is Another Good Bet Nov 20 2014 
    Quantitative Reasons to Invest in State Street Nov 20 2014 
    I Believe AUM Will Continue the Uptrend Oct 24 2014 
    BNY Mellon: Despite Some Weaknesses Is Still Attractive Sep 08 2014 
    Invesco European Growth Fund First Quarter New Buys and Increases Apr 02 2014 
    The Art of the Turnaround - Wilbur Ross Review of Low P/E Stocks Dec 13 2013 
    3 Highest Yielding Financials With High Beta, Growth And Low P/E's Aug 10 2013 
    Weekly CFO Sells Highlight: FB, FSL, IVZ, IDXX, PFMT, CTXS Feb 10 2013 
    Weekly Top Insider Buys: BAC, IVZ, AKAM, ASNA, URS Jun 17 2012 
    Andreas Halvorsen's Top 5 Picks: IVZ, C, TWC, YUM, SHW May 04 2011 


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    Prepare for continued uncertainty in 2015 Jan 29 2015
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    Invesco (IVZ) Beats on Q4 Earnings, Revenues Up Y/Y - Tale of the Tape Jan 29 2015
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    7:33 am Invesco beats by $0.01, misses on revs Jan 29 2015
    Invesco Reports Results for the Year and Three Months Ended December 31, 2014 Jan 29 2015
    Q4 2014 Invesco Ltd Earnings Release - 07:30 am ET Jan 29 2015
    Invesco (IVZ) Stock Closes Down Today Ahead of Fourth-Quarter Earnings Report Thursday Jan 28 2015
    T. Rowe Price Q4 Earnings Beat on Higher Revenues, AUM Up - Analyst Blog Jan 28 2015
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    Will Invesco's (IVZ) Q4 Earnings be Hit by Rising Expenses? - Analyst Blog Jan 27 2015
    Affiliated Managers Q4 Earnings Beat on Top-Line Growth - Analyst Blog Jan 27 2015
    State of ETFs about to change Jan 26 2015
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