- $6.24bn
- $15.57bn
- $6.07bn
- 66
- 95
- 50
- 81
Growth & Value
12m Forecast Rolling | Industry | Market | |
---|---|---|---|
PE Ratio (f) | 8.14 | ||
PEG Ratio (f) | 0.65 | ||
EPS Growth (f) | 14.4% | ||
Dividend Yield (f) | 6.22% |
Valuation (ttm) | Industry | Market | |
---|---|---|---|
Price to Book Value | 0.42 | ||
Price to Tang. Book | 10.77 | ||
Price to Free Cashflow | 5.61 | ||
Price to Sales | 1.02 | ||
EV to EBITDA | 14.96 |
Shareholder Activity
Type | Buy / Hold / Sell |
---|---|
Institutions | |
Directors | |
Community |
Guru Screens
Quality
Name | Industry | Market | |
---|---|---|---|
Return on Capital | 3.18% | ||
Return on Equity | 3.88% | ||
Operating Margin | 14.64% |
Financial Summary
Year End 31st Dec | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
---|---|---|---|---|---|---|---|---|---|
Total Revenue | $m | 6,145.6 | 6,894.5 | 6,048.9 | 5,716.4 | 6,067 | 4,390.28 | 4,533.67 | -0.17% |
Operating Profit | m | ||||||||
Net Profit | m | ||||||||
EPS Reported | |||||||||
Diluted Normalised EPS | |||||||||
EPS Growth | % | -19.05 | +44.08 | -46.51 | -27.05 | +27.56 | +17.59 | +8.58 | n/a |
PE Ratio | x | ||||||||
PEG | |||||||||
Profitability | |||||||||
Operating Margin | % | ||||||||
ROA | % | ||||||||
ROCE | % | ||||||||
ROE | % | ||||||||
Cashflow | |||||||||
Op. Cashflow ps | |||||||||
Capex ps | |||||||||
Free Cashflow ps | |||||||||
Dividends | |||||||||
Dividend ps | |||||||||
Dividend Growth | % | ||||||||
Dividend Yield | % | ||||||||
Dividend Cover | x | ||||||||
Balance Sheet | |||||||||
Cash etc | m | ||||||||
Working Capital | m | ||||||||
NFA | m | ||||||||
Net Debt | m | ||||||||
Book Value | m | ||||||||
Diluted Weighted Average Shares | m | ||||||||
Book Value ps |
Other Ratios
Leverage (ttm) | Total | - Intang | + Pension |
---|---|---|---|
Gross Gearing | |||
Net Gearing | |||
Cash / Assets |
Liquidity (ttm) | |
---|---|
Curr. Ratio | |
Quick Ratio | |
Interest Cov. |
Efficiency (ttm) | |
---|---|
Asset Turnover | |
Recs Turnover | |
Stock Turnover |
Recent History
Latest interim period vs. prior period | Industry | Market | |
---|---|---|---|
Sales Growth | |||
EPS Growth |
3yr Compound Annual Growth Rate | Industry | Market | |
---|---|---|---|
Sales CAGR | |||
EPS CAGR | |||
DPS CAGR |
Profile Summary
Invesco Ltd. is an independent investment management firm. It serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include mutual funds, exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.
Directors
- G. Richard Wagoner NEC (68)
- Martin Flanagan PRE (61)
- L. Allison Dukes CFO (46)
- Mark Giuliano CAD (59)
- Kevin Carome GCN (65)
- Andrew Lo SMD (59)
- Gregory Mcgreevey SMD (59)
- Colin Meadows SMD (50)
- Andrew Schlossberg SMD (47)
- Douglas Sharp SMD (46)
- Sarah Beshar NID (62)
- Thomas Finke NID (57)
- William Glavin NID (62)
- C. Robert Henrikson NID (73)
- Denis Kessler NID (69)
- Nigel Sheinwald NID (68)
- Christopher Womack NID (63)
- Phoebe Wood NID (68)
- Last Annual
- December 31st, 2024
- Last Interim
- March 31st, 2025
- Incorporated
- September 12th, 2007
- Public Since
- August 25th, 1995
- No. of Shareholders
- 4,800
- No. of Employees
- 8,508
- Sector
- Investment Banking & Investment Services
- Industry
- Financials
- Exchange
New York Stock Exchange
- Shares in Issue
- 447,600,000

- Address
- 1331 SPRING STREET NW, SUITE 2500, ATLANTA, 30309
- Web
- https://www.invesco.com/
- Phone
- +1 4048920896
- Auditors
- PricewaterhouseCoopers LLP
Latest News for IVZ
Upcoming Events for IVZ
Dividend For I1VZ34.SA - 1.2074 BRL
Dividend For IVZ.N - 0.2100 USD
Invesco Ltd Annual Shareholders Meeting
Invesco Ltd Annual Shareholders Meeting
Q2 2025 Invesco Ltd Earnings Release
Q3 2025 Invesco Ltd Earnings Release
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FAQ
As of Today at 21:22 UTC, shares in Invesco are trading at $13.93. This share price information is delayed by 15 minutes.
Shares in Invesco last closed at $13.93 and the price had moved by -4% over the past 365 days. In terms of relative price strength the Invesco share price has underperformed the S&P500 Index by -11.39% over the past year.
The overall consensus recommendation for Invesco is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreThe Invesco dividend yield is 5.89% based on the trailing twelve month period.
Last year, Invesco paid a total dividend of $0.82, and it currently has a trailing dividend yield of 5.89%.Looking ahead, shares in Invesco are due to go ex-dividend on 2025-05-14 and the next dividend pay date is 2025-06-03.
Invesco are due to go ex-dividend on 2025-05-14 and the next dividend pay date is 2025-06-03. The historic dividend yield on Invesco shares is currently 5.89%.
To buy shares in Invesco you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
As of the previous close price of $13.93, shares in Invesco had a market capitalisation of $6.24bn.
Here are the trading details for Invesco:
- Country of listing: United States
- Exchange: NYQ
- Ticker Symbol: IVZ
Based on an overall assessment of its quality, value and momentum Invesco is currently classified as a Neutral. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
The analyst consensus target price for shares in Invesco is $15.06. That is 8.11% above the last closing price of $13.93.
Analysts covering Invesco currently have a consensus Earnings Per Share (EPS) forecast of $1.67 for the next financial year.
Find out moreAn important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Invesco. Over the past six months, its share price has underperformed the S&P500 Index by -16.72%.
As of the last closing price of $13.93, shares in Invesco were trading -17.21% below their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
The Invesco PE ratio based on its reported earnings over the past 12 months is 8.14. The shares last closed at $13.93.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Invesco's management team is headed by:
- G. Richard Wagoner - NEC
- Martin Flanagan - PRE
- L. Allison Dukes - CFO
- Mark Giuliano - CAD
- Kevin Carome - GCN
- Andrew Lo - SMD
- Gregory Mcgreevey - SMD
- Colin Meadows - SMD
- Andrew Schlossberg - SMD
- Douglas Sharp - SMD
- Sarah Beshar - NID
- Thomas Finke - NID
- William Glavin - NID
- C. Robert Henrikson - NID
- Denis Kessler - NID
- Nigel Sheinwald - NID
- Christopher Womack - NID
- Phoebe Wood - NID