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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M17,629Revenue $M4,645Net Margin (%)20.3Z-Score1.4
Enterprise Value $M21,885EPS $2.1Operating Margin %24.1F-Score7
P/E(ttm))18.4Cash Flow Per Share $2.0Pre-tax Margin (%)27.0Higher ROA y-yY
Price/Book2.110-y EBITDA Growth Rate %12.9Quick Ratio0.5Cash flow > EarningsY
Price/Sales3.65-y EBITDA Growth Rate %24.4Current Ratio0.5Lower Leverage y-yY
Price/Cash Flow12.5y-y EBITDA Growth Rate %34.9ROA % (ttm)4.9Higher Current Ratio y-yN
Dividend Yield %2.3Insider Buy (3m)0ROE % (ttm)11.2Less Shares Outstanding y-yY
Payout Ratio %45.0Shares Outstanding M433ROI % (ttm)4.4Gross Margin Increase y-yN

Gurus Latest Trades with IVZ

Number of guru portfolios checked: 56. (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
IVZGeorge Soros 2014-03-31 Buy 0.35%$31.77 - $36.69
($34.67)
$ 40.8418%New holding, 948014 sh.948,014
IVZDavid Dreman 2014-03-31 Add0.01%$31.77 - $36.69
($34.67)
$ 40.8418%Add 350.99%3,653
IVZGeorge Soros 2013-12-31 Sold Out -0.46%$31.5 - $36.55
($33.91)
$ 40.8420%Sold Out0
IVZDavid Dreman 2013-12-31 Reduce-0.01%$31.5 - $36.55
($33.91)
$ 40.8420%Reduce -72.03%810
IVZGeorge Soros 2013-09-30 Buy 0.46%$30.32 - $33.12
($31.92)
$ 40.8428%New holding, 1322270 sh.1,322,270
IVZJoel Greenblatt 2013-09-30 Buy 0.05%$30.32 - $33.12
($31.92)
$ 40.8428%New holding, 44692 sh.44,692
IVZDavid Dreman 2013-09-30 Reduce-0.1%$30.32 - $33.12
($31.92)
$ 40.8428%Reduce -97.34%2,896
IVZJohn Keeley 2013-09-30 Reduce-0.06%$30.32 - $33.12
($31.92)
$ 40.8428%Reduce -39.86%145,300
IVZRay Dalio 2013-09-30 Sold Out -0.01%$30.32 - $33.12
($31.92)
$ 40.8428%Sold Out0
IVZRay Dalio 2013-06-30 Buy 0.01%$28.14 - $34.64
($31.99)
$ 40.8428%New holding, 21800 sh.21,800
IVZJoel Greenblatt 2013-06-30 Sold Out -0.05%$28.14 - $34.64
($31.99)
$ 40.8428%Sold Out0
IVZGeorge Soros 2013-06-30 Sold Out -0.04%$28.14 - $34.64
($31.99)
$ 40.8428%Sold Out0
IVZJoel Greenblatt 2013-03-31 Buy 0.05%$25.64 - $29.13
($27.65)
$ 40.8448%New holding, 31208 sh.31,208
IVZGeorge Soros 2013-03-31 Reduce-0.44%$25.64 - $29.13
($27.65)
$ 40.8448%Reduce -92.03%122,000
IVZGeorge Soros 2012-12-31 Buy 0.48%$23.21 - $26.34
($24.85)
$ 40.8464%New holding, 1531000 sh.1,531,000
IVZDavid Dreman 2012-06-30 Buy 0.07%$20.87 - $26.65
($23.14)
$ 40.8476%New holding, 132927 sh.132,927
IVZJohn Keeley 2011-06-30 Add0.03%$21.92 - $26
($24.15)
$ 40.8469%Add 37.22%304,071
IVZGeorge Soros 2011-06-30 Sold Out $21.92 - $26
($24.15)
$ 40.8469%Sold Out0
IVZMario Gabelli 2011-03-31 Sold Out $23.77 - $27.42
($25.34)
$ 40.8461%Sold Out0
IVZGeorge Soros 2011-03-31 Reduce$23.77 - $27.42
($25.34)
$ 40.8461%Reduce -73%9,800
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 George Soros 2014-06-301,032,0140.240.29+8.86%
IVZ David Dreman 2014-06-303,93100.01+7.61%
IVZ John Keeley 2014-06-30126,7400.030.09+2.71%
IVZ Joel Greenblatt 2014-06-3048,6670.010.02-1%
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
Ellis Roderick G.H.Chief Accounting Officer 2014-08-12Sell19,288$38.535.32view
Kelley Karen DunnSenior Managing Director 2014-06-09Sell27,000$38.236.15view
Taylor PhilipSenior Managing Director 2014-06-09Sell93,765$38.186.29view
Ellis Roderick G.H.Chief Accounting Officer 2014-06-05Sell20,000$37.687.7view
Meadows ColinSenior Managing Director 2014-05-08Sell56,000$35.5714.08view
Armour Gregory MarkSMD 2014-03-11Sell30,000$34.9716.04view
Meadows ColinSenior Managing Director 2014-03-06Sell50,000$34.4417.83view
PRESBY J THOMASDirector 2014-02-07Sell4,000$32.8923.38view
Meadows ColinSenior Managing Director 2013-12-11Sell20,000$34.8516.44view
CAROME KEVIN MSMD and General Counsel 2013-11-25Sell49$33.8819.78view

Press Releases about IVZ :

    Quarterly/Annual Reports about IVZ:

    News about IVZ:

    Articles On GuruFocus.com
    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 
    Steven Cohen's Top 5 Picks: IVZ, C, TWC, YUM, SHW Apr 15 2011 
    Lone Pine Capital Buys Crown Castle International, Lincare Holdings, Equinix Inc., Sells Walter Indu Aug 17 2010 
    Viking Found Value in Financials and Health Care: VISA INC., INVESCO LTD, MasterCard Inc., BANK OF A Mar 17 2010 
    Invesco Reports Results for Year and Three Months Ended December 31, 2008 Jan 30 2009 

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    Invesco's Continued Evolution Bears Watching Aug 19 2014
    Invesco Touches a New 52-Week High on Strong Q2 Earnings Aug 14 2014
    Invesco's (IVZ) July AUM Inches Down, Hit by Negative Forex Aug 12 2014
    INVESCO LTD. Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits Aug 12 2014
    Invesco Ltd. Announces July 31, 2014 Assets Under Management Aug 11 2014
    Invesco Ltd. Announces July 31, 2014 Assets Under Management Aug 11 2014
    INVESCO LTD. Financials Aug 08 2014
    Invesco Private Wealth offers clients more investment choices Aug 08 2014
    Invesco Private Wealth offers clients more investment choices Aug 08 2014
    Four PowerShares® Funds now offer monthly income Aug 05 2014
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    Invesco’s PowerShares Loan ETF Reports Record Redemptions Aug 04 2014
    Invesco upgraded by Deutsche Bank Aug 01 2014
    Invesco Closed-End Funds Declare Dividends Aug 01 2014
    UPDATE: Deutsche Bank Upgrades Invesco Ltd. On Multiple Positive Factors Aug 01 2014
    Invesco 2nd-quarter profit jumps as assets rise Jul 31 2014

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