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Key Ratios

New Key Statistics Module, Z-Score and F-Score
Market Cap $M16,048Revenue $M4,645Net Margin (%)19.7Z-Score1.3
Enterprise Value $M20,585EPS $2.1Operating Margin %24.0F-Score7
P/E(ttm))16.3Cash Flow Per Share $2.0Pre-tax Margin (%)27.6Higher ROA y-yY
Price/Book1.910-y EBITDA Growth Rate %10.5Quick Ratio0.5Cash flow > EarningsY
Price/Sales3.25-y EBITDA Growth Rate %24.1Current Ratio0.5Lower Leverage y-yY
Price/Cash Flow12.5y-y EBITDA Growth Rate %28.2ROA % (ttm)5.1Higher Current Ratio y-yN
Dividend Yield %2.6Insider Buy (3m)0ROE % (ttm)11.9Less 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)
$ 37.13-6%New holding, 9600 sh.9,600
IVZGeorge Soros 2014-09-30 Reduce-0.27%$37.54 - $41.25
($39.34)
$ 37.13-6%Reduce -91.86%84,000
IVZJoel Greenblatt 2014-09-30 Reduce-0.01%$37.54 - $41.25
($39.34)
$ 37.13-6%Reduce -38.19%30,079
IVZRobert Olstein 2014-06-30 Add0.13%$34.09 - $38.2
($36.15)
$ 37.133%Add 10.28%279,000
IVZRichard Pzena 2014-06-30 Reduce-1.09%$34.09 - $38.2
($36.15)
$ 37.133%Reduce -78.19%1,419,341
IVZRobert Olstein 2014-03-31 Buy 1.3%$31.77 - $36.69
($34.67)
$ 37.137%New holding, 253000 sh.253,000
IVZGeorge Soros 2014-03-31 Buy 0.35%$31.77 - $36.69
($34.67)
$ 37.137%New holding, 948014 sh.948,014
IVZDavid Dreman 2014-03-31 Add0.01%$31.77 - $36.69
($34.67)
$ 37.137%Add 350.99%3,653
IVZRichard Pzena 2014-03-31 Reduce-0.13%$31.77 - $36.69
($34.68)
$ 37.137%Reduce -8.97%6,508,696
IVZGeorge Soros 2013-12-31 Sold Out -0.46%$31.5 - $36.55
($33.91)
$ 37.1310%Sold Out0
IVZAndreas Halvorsen 2013-12-31 Sold Out -0.07%$31.5 - $36.55
($33.91)
$ 37.1310%Sold Out0
IVZDavid Dreman 2013-12-31 Reduce-0.01%$31.5 - $36.55
($33.91)
$ 37.1310%Reduce -72.03%810
IVZGeorge Soros 2013-09-30 Buy 0.46%$30.32 - $33.12
($31.92)
$ 37.1316%New holding, 1322270 sh.1,322,270
IVZAndreas Halvorsen 2013-09-30 Buy 0.07%$30.32 - $33.12
($31.92)
$ 37.1316%New holding, 414000 sh.414,000
IVZJoel Greenblatt 2013-09-30 Buy 0.05%$30.32 - $33.12
($31.92)
$ 37.1316%New holding, 44692 sh.44,692
IVZDavid Dreman 2013-09-30 Reduce-0.1%$30.32 - $33.12
($31.92)
$ 37.1316%Reduce -97.34%2,896
IVZJohn Keeley 2013-09-30 Reduce-0.06%$30.32 - $33.12
($31.92)
$ 37.1316%Reduce -39.86%145,300
IVZRay Dalio 2013-09-30 Sold Out -0.01%$30.32 - $33.12
($31.92)
$ 37.1316%Sold Out0
IVZRay Dalio 2013-06-30 Buy 0.01%$28.14 - $34.64
($31.99)
$ 37.1316%New holding, 21800 sh.21,800
IVZRichard Pzena 2013-06-30 Reduce-0.32%$28.14 - $34.64
($31.99)
$ 37.1316%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$40.37-7.36view
Ellis Roderick G.H.Chief Accounting Officer 2014-09-03Sell25,000$40.7-8.11view
Ellis Roderick G.H.Chief Accounting Officer 2014-08-12Sell19,288$38.53-2.93view
Kelley Karen DunnSenior Managing Director 2014-06-09Sell27,000$38.23-2.17view
Taylor PhilipSenior Managing Director 2014-06-09Sell93,765$38.18-2.04view
Ellis Roderick G.H.Chief Accounting Officer 2014-06-05Sell20,000$37.68-0.74view
Meadows ColinSenior Managing Director 2014-05-08Sell56,000$35.575.14view
Armour Gregory MarkSMD 2014-03-11Sell30,000$34.976.95view
Meadows ColinSenior Managing Director 2014-03-06Sell50,000$34.448.59view
PRESBY J THOMASDirector 2014-02-07Sell4,000$32.8913.71view

Press Releases about IVZ :

    Quarterly/Annual Reports about IVZ:

    News about IVZ:

    Articles On GuruFocus.com
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    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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