Business Description
Invesco Ltd
NAICS : 523940
SIC : 6282
ISIN : BMG491BT1088
Total Employee Number:
7,500Compare
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Traded in other countries / regions
IVZ.USA0UAN.UK3IW.Germany1IVZ.ItalyIVZN.MexicoI1VZ34.Brazil Index Membership
S&P 500Russell 1000Russell 3000 IPO Date
1994-03-01Description
Invesco provides investment management services to retail (69% of managed assets) and institutional (31%) clients. At the end of May 2026, the firm had $2.454 trillion in assets under management spread among its equity (61% of AUM), balanced (3%), fixed-income (21%), alternative investment (6%), and money market (9%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 32% of its AUM sourced from Europe, Africa, and the Middle East (17%) and Asia (15%).
Financial Strength
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Cash-To-Debt | 0.18 | |||||
Equity-to-Asset | 0.46 | |||||
Debt-to-Equity | 0.77 | |||||
Debt-to-EBITDA | 5.96 | |||||
Piotroski F-Score | 6/9 | |||||
Altman Z-Score | 1.46 | |||||
Beneish M-Score | -4.03 | |||||
WACC vs ROIC | ||||||
Growth Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
3-Year Revenue Growth Rate | 2.1 | |||||
3-Year EBITDA Growth Rate | 0.5 | |||||
3-Year EPS without NRI Growth Rate | 6.5 | |||||
3-Year FCF Growth Rate | 41.8 | |||||
3-Year Book Growth Rate | -3.9 | |||||
Future 3-5Y EPS without NRI Growth Rate Estimate Industry Rank | 17.27 | |||||
Future 3-5Y Total Revenue Growth Rate Estimate | 9.88 |
Momentum Rank
10/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
5-Day RSI | 54.4 | |||||
9-Day RSI | 47.98 | |||||
14-Day RSI | 48.29 | |||||
3-1 Month Momentum % | 14.25 | |||||
6-1 Month Momentum % | 2.38 | |||||
12-1 Month Momentum % | 66.24 |
Liquidity Ratio
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Current Ratio | 7.06 | |||||
Quick Ratio | 7.06 | |||||
Cash Ratio | 1.13 | |||||
Days Sales Outstanding | 63.82 | |||||
Days Payable | 100.43 |
Dividend & Buy Back
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Dividend Yield % | 3.13 | |||||
Dividend Payout Ratio | 0.39 | |||||
3-Year Dividend Growth Rate | 4.4 | |||||
Forward Dividend Yield % | 3.18 | |||||
5-Year Yield-on-Cost % | 3.61 | |||||
3-Year Average Share Buyback Ratio | 0.8 | |||||
Shareholder Yield % | 6 |
Profitability Rank
6/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Gross Margin % | 35.22 | |||||
Operating Margin % | -9.71 | |||||
Net Margin % | -3.69 | |||||
EBITDA Margin % | 24.04 | |||||
FCF Margin % | 26.51 | |||||
OCF Margin % | 27.65 | |||||
ROE % | -1.81 | |||||
ROA % | -0.88 | |||||
ROIC % | -1.36 | |||||
3-Year ROIIC % | 50.48 | |||||
ROC (Joel Greenblatt) % | -71.91 | |||||
ROCE % | -1.25 | |||||
Years of Profitability over Past 10-Year | 8 | |||||
Moat Score | 6 | |||||
Tariff Resilience Score | 9 |
GF Value Rank
3/10
| Name | Current | Vs Industry | Vs History | |||
|---|---|---|---|---|---|---|
Forward PE Ratio | 10.31 | |||||
PE Ratio without NRI | 12.5 | |||||
Shiller PE Ratio | 16.38 | |||||
PS Ratio | 1.86 | |||||
PB Ratio | 1.23 | |||||
Price-to-Free-Cash-Flow | 7.03 | |||||
Price-to-Operating-Cash-Flow | 6.74 | |||||
EV-to-EBIT | -70.29 | |||||
EV-to-Forward-EBIT | 15.52 | |||||
EV-to-EBITDA | 14.65 | |||||
EV-to-Forward-EBITDA | 13.97 | |||||
EV-to-Revenue | 3.52 | |||||
EV-to-Forward-Revenue | 3.02 | |||||
EV-to-FCF | 13.29 | |||||
Price-to-GF-Value | 1.52 | |||||
Price-to-Projected-FCF | 0.62 | |||||
Price-to-Median-PS-Value | 1.27 | |||||
Earnings Yield (Greenblatt) % | -1.42 | |||||
FCF Yield % | 14.59 | |||||
Forward Rate of Return (Yacktman) % | -2.3 |
Operating Revenue by Business Segment
Operating Revenue by Geographic Region
Historical Operating Revenue by Business Segment
Historical Operating Revenue by Geographic Region
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Performance
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Annualized Return % Â
Total Annual Return % Â
Invesco Ltd Executives
DetailsAnalyst Estimate
Key Statistics
| Name | Value | ||
|---|---|---|---|
| Revenue (TTM) (Mil $) | 6,592.4 | ||
| EPS (TTM) ($) | -1.49 | ||
| Beta | 1.6916 | ||
| 3-Year Sharpe Ratio | 0.68 | ||
| 3-Year Sortino Ratio | 1.31 | ||
| Volatility % | 36.28 | ||
| 14-Day RSI | 48.29 | ||
| 14-Day ATR ($) | 0.960618 | ||
| 20-Day SMA ($) | 27.5605 | ||
| 12-1 Month Momentum % | 66.24 | ||
| 52-Week Range ($) | 16.49 - 29.815 | ||
| Shares Outstanding (Mil) | 443.3 |
Piotroski F-Score Details
Year:
| Component | Result | ||
|---|---|---|---|
| Piotroski F-Score | 6 | ||
| Positive ROA | |||
| Positive CFROA | |||
| Higher ROA yoy | |||
| CFROA > ROA | |||
| Lower Leverage yoy | |||
| Higher Current Ratio yoy | |||
| Less Shares Outstanding yoy | |||
| Higher Gross Margin yoy | |||
| Higher Asset Turnover yoy |
Invesco Ltd Filings
| Filing Date | Document Date | Form | ||
|---|---|---|---|---|
| No Filing Data | ||||
Invesco Ltd Stock Events
| Event | Date | Price ($) | ||
|---|---|---|---|---|
| Third quarter earnings conference call for 2026 | 2026-10-28 09:00 | In 117 days | ||
| Third quarter earnings results for 2026 | 2026-10-28 | In 116 days | ||
| Second quarter earnings conference call for 2026 | 2026-07-28 09:00 | In 25 days | ||
| Second quarter earnings results for 2026 | 2026-07-28 07:00 | In 25 days | ||
| Morgan Stanley U.S. Financials Conference | 2026-06-10 10:30 | 27.91 (+0.07%) | ||
| General meeting for 2026 | 2026-05-21 11:30 | 26.98 (+0.94%) | ||
| USD 0.215000 Cash Dividend | 2026-05-15 | 27.73 (-2.60%) | ||
| First quarter earnings conference call for 2026 | 2026-04-28 09:00 | 25.48 (-0.16%) | ||
| First quarter earnings results for 2026 | 2026-04-28 07:00 | 25.48 (-0.16%) | ||
| Annual report for 2025 | 2026-02-24 | 25.21 (-4.18%) |
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Invesco Ltd Frequently Asked Questions
What is Invesco Ltd(IVZ)'s stock price today?
The current price of IVZ is $27.01. The 52 week high of IVZ is $29.82 and 52 week low is $16.49.
When is next earnings date of Invesco Ltd(IVZ)?
The next earnings date of Invesco Ltd(IVZ) is 2026-07-28.
Does Invesco Ltd(IVZ) pay dividends? If so, how much?
The Dividend Yield %  of Invesco Ltd(IVZ) is 3.13% (As of Today), Highest Dividend Payout Ratio of Invesco Ltd(IVZ) was 0.52. The lowest was 0.22. And the median was 0.46. The  Forward Dividend Yield % of Invesco Ltd(IVZ) is 3.18%. For more information regarding to dividend, please check our Dividend Page.
Guru Commentaries on NYSE:IVZ
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