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Invesco Ltd. (IVZ)

30.30 +1.57 (+5.46%)
At close: July 15 at 4:00:03 PM EDT
30.30 0.00 (0.00%)
Overnight: 11:21:55 PM EDT
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Why is IVZ moving today? Invesco (IVZ) surged 5.46% after being highlighted as a top value stock compared to Carlyle Group, significantly outperforming the financial sector's 0.71% gain.

Invesco (IVZ) surged 5.46% after being highlighted as a top value stock compared to Carlyle Group, significantly outperforming the financial sector's 0.71% gain.

Updated 30m ago · Powered by Yahoo Scout
  • Previous Close 28.73
  • Open 29.30
  • Bid 29.92 x 40000
  • Ask 30.31 x 60000
  • Day's Range 28.99 - 30.53
  • 52 Week Range 16.49 - 30.53
  • Volume 5,073,747
  • Avg. Volume 5,415,696
  • Market Cap (intraday) 13.432B
  • Beta (5Y Monthly) 1.60
  • PE Ratio (TTM) --
  • EPS (TTM) -1.55
  • Earnings Date Jul 28, 2026
  • Forward Dividend & Yield 0.86 (2.99%)
  • Ex-Dividend Date May 15, 2026
  • 1y Target Est 30.83

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.

www.invesco.com/corporate/en/home.html

7,421

Full Time Employees

December 31

Fiscal Year Ends

Performance Overview

Trailing total returns as of 7/15/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

IVZ
17.18%
S&P 500 (^GSPC)
10.62%

1-Year Return

IVZ
87.34%
S&P 500 (^GSPC)
21.28%

3-Year Return

IVZ
95.90%
S&P 500 (^GSPC)
68.07%

5-Year Return

IVZ
44.90%
S&P 500 (^GSPC)
73.68%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized
 

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q1 FY26
Revenue 1.26B
Earnings 260.8M

Q2

FY25

Q3

FY25

Q4

FY25

Q1

FY26

0
200M
400M
600M
800M
1B
1B
 

Analyst Insights

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Top Analyst

TD Cowen
65/100
Latest Rating
Buy
 

Analyst Price Targets

26.00 Low
30.83 Average
30.30 Current
35.00 High
 

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell
 

Latest Rating

Date 7/14/2026
Analyst Barclays
Rating Action Maintains
Rating Equal-Weight
Price Action Raises
Price Target 26 -> 31
 

Statistics

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Valuation Measures

Annual
As of 7/14/2026
  • Market Cap

    12.74B

  • Enterprise Value

    22.98B

  • Trailing P/E

    19.48

  • Forward P/E

    10.78

  • PEG Ratio (5yr expected)

    0.90

  • Price/Sales (ttm)

    1.98

  • Price/Book (mrq)

    1.31

  • Enterprise Value/Revenue

    3.49

  • Enterprise Value/EBITDA

    15.32

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    -3.69%

  • Return on Assets (ttm)

    2.68%

  • Return on Equity (ttm)

    -1.54%

  • Revenue (ttm)

    6.59B

  • Net Income Avi to Common (ttm)

    -667M

  • Diluted EPS (ttm)

    -1.55

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    806.9M

  • Total Debt/Equity (mrq)

    14.83%

  • Levered Free Cash Flow (ttm)

    861.86M

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Company Insights

Fair Value

30.30 Current
 

Dividend Score

0 Low
Sector Avg.
100 High
 

Hiring Score

0 Low
Sector Avg.
100 High
 

Insider Sentiment Score

0 Low
Sector Avg.
100 High
 

Research Reports

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  • There is a lot of talk about how the stock market in 2026 has broadened from the trillion-dollar club to the mega-caps to the large-caps to the mid-caps and to the small-caps. That's a simple economic idea also known as the trickle-down theory. And here, it makes good sense, as the great beneficiaries of the AI revolution witness renewed profit growth which gets passed down from larger companies to smaller companies, while stock gains at the higher level get passed down to emerging companies that also are benefiting from AI.

    There is a lot of talk about how the stock market in 2026 has broadened from the trillion-dollar club to the mega-caps to the large-caps to the mid-caps and to the small-caps. That's a simple economic idea also known as the trickle-down theory. And here, it makes good sense, as the great beneficiaries of the AI revolution witness renewed profit growth which gets passed down from larger companies to smaller companies, while stock gains at the higher level get passed down to emerging companies that also are benefiting from AI.

     
  • May was another very good month for stocks, as AI continues to work its magic -- spreading its tentacles further and further beyond the original winners. The S&P 500 rose 5.2%, the Nasdaq ripped higher by 8.4%, and the Nasdaq 100 surged 10.6%. The Technology Sector SPDR (XLK) soared 20%, its best month since October 2002 when it was emerging from the great IT disaster. More impressively, the two-month gain reached 43.7%, the best two-month gain since November 2002.

    May was another very good month for stocks, as AI continues to work its magic -- spreading its tentacles further and further beyond the original winners. The S&P 500 rose 5.2%, the Nasdaq ripped higher by 8.4%, and the Nasdaq 100 surged 10.6%. The Technology Sector SPDR (XLK) soared 20%, its best month since October 2002 when it was emerging from the great IT disaster. More impressively, the two-month gain reached 43.7%, the best two-month gain since November 2002.

     
  • Stocks were mixed on Monday, with the large-cap indices posting minor gains and the mid- and small-cap indices posting small or moderate losses. The big S&P 500 (SPX) winners remain the same, with relative strength and momentum ruling the day. LITE ripped over 16%, COHR was up 13%, and GLW, QCOM, VRT, WDC, and STX all rose 7% to 11%. Energy led as WTI is just below $100/barrel and Brent is back to $104. Information Technology was second, followed by Materials, Industrials, and Utilities. Communication Services, Consumer Staples, and Consumer Discretionary fell.

    Stocks were mixed on Monday, with the large-cap indices posting minor gains and the mid- and small-cap indices posting small or moderate losses. The big S&P 500 (SPX) winners remain the same, with relative strength and momentum ruling the day. LITE ripped over 16%, COHR was up 13%, and GLW, QCOM, VRT, WDC, and STX all rose 7% to 11%. Energy led as WTI is just below $100/barrel and Brent is back to $104. Information Technology was second, followed by Materials, Industrials, and Utilities. Communication Services, Consumer Staples, and Consumer Discretionary fell.

     
  • Invesco is an independent global investment manager; it provides a variety of investment alternatives to high-net-worth and retail investors, as well as to institutions worldwide. Headquartered in Atlanta and incorporated in Bermuda, it offers investors equity, fixed-income, and alternative investment funds. IVZ shares are a component of the S&P 500. The company's operations date back to England and Wales in 1935, and the original Invesco was founded in the United States in 1978. After a series of smaller mergers in the 1980s, the company merged with AIM in 1997 to form AMVESCAP and was then rebranded as Invesco in 2007. In May 2019, Invesco acquired the Oppenheimer Funds asset management affiliate of MassMutual.

    Invesco is an independent global investment manager; it provides a variety of investment alternatives to high-net-worth and retail investors, as well as to institutions worldwide. Headquartered in Atlanta and incorporated in Bermuda, it offers investors equity, fixed-income, and alternative investment funds. IVZ shares are a component of the S&P 500. The company's operations date back to England and Wales in 1935, and the original Invesco was founded in the United States in 1978. After a series of smaller mergers in the 1980s, the company merged with AIM in 1997 to form AMVESCAP and was then rebranded as Invesco in 2007. In May 2019, Invesco acquired the Oppenheimer Funds asset management affiliate of MassMutual.

    Rating