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IVZ Invesco Ltd.

Financial Services
$27.05+0.26%ClosedMarket Cap: $11.99B

As of 2026-05-25

Valuation

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P/E (TTM)

PEG

P/B

1.00

P/S

1.82

EV/EBITDA

16.69

DCF Value

$122.37

FCF Yield

13.3%

Div Yield

3.1%

Margins & Returns

Gross Margin

50.7%

Operating Margin

-9.7%

Net Margin

-3.7%

ROE

-1.9%

ROA

-0.9%

ROIC

-1.3%

Financials

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PeriodRevenueNet IncomeEPS
Q1 null$1.74B$268.6M$
Q4 null$1.69B$-1.06B$
FY null$6.38B$-281.7M$
Q3 null$1.64B$345.7M$

Analyst Ratings

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Consensus

Hold

Target (Consensus)

$29.72

Target (Median)

$30.00

Target Range

$26.00 - $34.50

1 Strong Buy3 Buy8 Hold0 Sell0 Strong Sell
Goldman SachsNeutral
2026-04-29
Evercore ISI GroupIn Line
2026-04-29
TD CowenBuy
2026-04-29
BarclaysEqual Weight
2026-04-29
JP MorganNeutral
2026-04-29

Trading Activity

Insider Trades

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WOOD PHOEBE Adirector
SellTue May 19
WOMACK CHRISTOPHER Cdirector
SellTue May 19
WAGONER G RICHARD JRdirector
SellTue May 19
Tolliver Pauladirector
SellTue May 19
Sheinwald Nigeldirector
SellTue May 19

Congress Trades

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Kevin HernSell
Mon Apr 06

Company Info

Sector

Financial Services

Industry

Asset Management

Country

US

Exchange

Beta

1.57

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, fixed income, commodity, 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 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 December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

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