Invesco Ltd. (IVZ) Stock Price & Analysis
Invesco Ltd. (IVZ) closed at USD 28.79 on Thursday, October 22, 2026, down 1.57% on the day. The US market is currently closed (pre-market); this is not a live price.
The prior close was USD 29.25; the Oct 22, 2026 session ranged USD 28.51–29.38 on volume of 6,079,036 shares. Market capitalization is $12.71B, with a 52-week range of USD 20.67–33.66 (NYQ). Source: Nexqual, retrieved October 23, 2026 at 10:38 UTC.
Also available as compact Markdown for AI agents: nexqual.com/IVZ.md
Key facts (IVZ)
- Last four reported quarters (through Jun 30, 2026): revenue $6.90B, net income -$81.5M (-1.2% margin), free cash flow $1.92B (SEC filings).
- 1 of 80 tracked superinvestors hold IVZ (13F, Q2 2026): 0 new, 0 added, 1 reduced, 0 unchanged.
- Insider open-market sales, last ~7 months: 4 Form 4 filings, $7.2M; 4 not under a Rule 10b5-1 plan ($7.2M); 0 by opportunistic insiders, 0 by routine insiders (three-year test, Cohen, Malloy & Pomorski 2012).
- Analysts: Buy (mean 2.47 on a 1–5 scale) (15 analysts), mean target USD 34.71 (range 30–41).
- Total return with dividends: 1Y +31.0% vs S&P 500 +14.9%; 5Y +41.6% vs S&P 500 +80.3%.
- Next earnings: 2026-10-27, EPS estimate USD 0.74, revenue estimate $1.38B.
Financials (SEC 10-K; TTM = last four 10-Q/10-K quarters) (IVZ)
| USD | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | TTM |
|---|---|---|---|---|---|---|
| Revenue | $6.89B | $6.05B | $5.72B | $6.07B | $6.38B | $6.90B |
| Operating income | $1.79B | $1.32B | -$435M | $832M | -$696M | -$490M |
| Net income | $1.39B | $684M | -$334M | $538M | -$175M | -$81.5M |
| EPS (diluted) | $2.99 | $1.49 | -$0.73 | $1.18 | -$1.60 | — |
| Free cash flow | $969M | $510M | $1.14B | $1.12B | $1.44B | $1.92B |
| Operating margin | 25.9% | 21.8% | -7.6% | 13.7% | -10.9% | -7.1% |
| Net margin | 20.2% | 11.3% | -5.8% | 8.9% | -2.7% | -1.2% |
| Revenue growth | +12.2% | -12.3% | -5.5% | +6.1% | +5.1% | — |
| Cash + short-term investments | $1.90B | $1.23B | $1.47B | $987M | $1.04B | — |
| Total debt | $2.09B | $1.49B | $1.49B | $891M | $1.83B | — |
Fiscal years end Dec. EPS is split-adjusted.
Valuation (price ÷ last four quarters, through Jun 30, 2026) (IVZ)
P/S 1.8x · EV/Sales 1.9x · P/FCF 6.6x · P/B 1.0x · FCF yield 15.11% · Earnings yield -0.64% · Dividend yield (paid, TTM) 3.00% · Buyback yield (TTM) 1.37% · Net debt $709M · EV $13.4B
P/E at fiscal year-ends: Dec 2024 14.9x.
Superinvestors (SEC 13F-HR, Q2 2026) (IVZ)
1 of 80 tracked investors hold IVZ. Each row is the investor's latest 13F; change is vs their prior-quarter share count.
| Investor | Firm | % of portfolio | Value | Change |
|---|---|---|---|---|
| Nelson Peltz | Trian Fund Management | 1.01% | $42.9M | Reduced -45.3% |
Insider sales (SEC Form 4, open-market, last ~7 months) (IVZ)
0 of 4 under a Rule 10b5-1 trading plan (scheduled in advance). Unplanned sales were timed by the insider.
| Trade date | Insider | Role | Shares | Value | % of holdings sold | 10b5-1 plan | Insider type |
|---|---|---|---|---|---|---|---|
| 2026-09-11 | Wood Phoebe A | Director | 3,000 | $97K | 2.7% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-09-08…2026-09-09 | Lo Andrew Tak Shing | Senior Managing Director | 143,370 | $4.6M | 15% | No | Too little history (no open-market trades in 2023–2025) |
| 2026-09-09 | Butcher Stephanie | Senior Managing Director | 45,095 | $1.5M | 81.5% | No | Too little history (no open-market trades in 2023 or 2024) |
| 2026-09-04 | Dukes Laura Allison | Chief Financial Officer | 31,075 | $1.0M | 11% | No | Too little history (no open-market trades in 2023–2025) |
% of holdings sold = shares sold ÷ (shares sold + all holdings the insider reported on that Form 4, direct and through trusts).
Insider type follows Cohen, Malloy & Pomorski (Journal of Finance, 2012). An insider who traded the stock in the same calendar month in each of the past three years is a routine trader; one who traded in each of those years without such a pattern is an opportunistic trader. In their study, trades by opportunistic insiders predicted future returns and trades by routine insiders did not. Counts open-market purchases and sales only (SEC Form 4 codes P and S) by that insider in that company. Not investment advice.
Analysts (IVZ)
Consensus Buy (mean 2.47 on a 1–5 scale), 15 analysts; mean target USD 34.71 (low 30, high 41).
Rating changes, last 120 days:
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| 2026-10-22 | Morgan Stanley | Target raised | Equal-Weight | $31 → $32 |
| 2026-10-13 | BMO Capital | Target raised | Outperform | $34 → $36 |
| 2026-10-12 | TD Cowen | Target lowered | Buy | $39 → $38 |
| 2026-10-09 | Evercore ISI Group | Target lowered | In-Line | $37 → $34 |
| 2026-10-09 | RBC Capital | Target raised | Outperform | $35 → $36 |
| 2026-09-25 | Morgan Stanley | Target raised | Equal-Weight | $30 → $31 |
| 2026-09-09 | Evercore ISI Group | Target raised | In-Line | $35 → $37 |
| 2026-08-13 | TD Cowen | Target raised | Buy | $37 → $39 |
| 2026-08-10 | Evercore ISI Group | Target raised | In-Line | $33 → $35 |
| 2026-07-29 | JP Morgan | Target raised | Neutral | $29 → $29.5 |
| 2026-07-29 | RBC Capital | Target raised | Outperform | $33 → $35 |
| 2026-07-29 | Barclays | Target raised | Equal-Weight | $31 → $32 |
Total return (dividends reinvested) (IVZ)
| 1Y (from 2025-10-23) | 5Y (from 2021-10-18) | |
|---|---|---|
| Total return | +31.0% | +41.6% |
| S&P 500 (SPY) | +14.9% | +80.3% |
| Per year | +31.1% | +7.2% |
| Volatility (annualized) | 34.0% | 35.6% |
| Max drawdown | -22.0% (Jan 2026→Apr 2026) | -47.8% (Nov 2021→Oct 2023) |
IVZ revenue by product line (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Investment management fees | $1.46B | 80.1% | +32.8% |
| Service and distribution fees | $309.9M | 17.0% | -14.8% |
| Other | $50.2M | 2.7% | +4.1% |
| Investment Performance | $3.7M | 0.2% | +42.3% |
| Total revenue | $1.83B | 100% | — |
IVZ revenue by region (quarter ended Jun 30, 2026)
| Line | Revenue | Share of total | YoY |
|---|---|---|---|
| Americas | $1.39B | 76.0% | +21.5% |
| EMEA | $362.6M | 19.9% | +19.9% |
| APAC | $76.0M | 4.2% | +6.0% |
| Total revenue | $1.83B | 100% | — |
As tagged by the company in its SEC 10-Q / 10-K filings (XBRL).
IVZ suppliers, customers and competitors (named in its 10-K)
| Relationship | Company | Sentence in the filing |
|---|---|---|
| Partner | Invesco Great Wall Fund Management | “In addition, Invesco Great Wall Fund Management Company Limited (IGW or Invesco Great Wall), our joint venture in China, is one of the largest asset managers in China, with total AUM of approximately $132.5 billion at December 31, 2025.” |
Quoted from the company's 10-K filed Feb 24, 2026.
Companies that name IVZ in their SEC reports
| Relationship to IVZ | Company | Filing | Sentence |
|---|---|---|---|
| partner | Hess Midstream LP (HESM) | 10-K Feb 25, 2026 | “This information is as of February 18, 2026 for the named directors and executive officers and entities affiliated with the General Partner, September 30, 2025 for Goldman Sachs Asset Management, December 31, 2025 for ALPS Advisors, Inc. and Invesco Ltd. and February 9, 2026 for Harvest Fund Advisors LLC.” |
IVZ analyst estimates and revisions
| Period | EPS estimate | 90 days ago | Change | Revenue estimate | Analysts |
|---|---|---|---|---|---|
| Current quarter (ends Sep 2026) | $0.74 | $0.76 | -2.8% | $1.38B | 14 |
| Next quarter (ends Dec 2026) | $0.78 | $0.81 | -3.7% | $1.43B | 12 |
| Current fiscal year (ends Dec 2026) | $2.80 | $2.78 | +0.8% | $5.41B | 15 |
| Next fiscal year (ends Dec 2027) | $3.25 | $3.21 | +1.3% | $5.84B | 15 |
IVZ options: expected move
Options price a move of about ±8.7% (±$2.50) by Nov 20, 2026, which includes earnings on Oct 27, 2026. Over the last 8 reports the stock moved ±4.8% on average.
| Expiration | Days | ATM implied volatility | Expected move |
|---|---|---|---|
| Nov 20, 2026 | 28 | 37.9% | ±8.7% |
| Dec 18, 2026 | 56 | 36.6% | ±11.6% |
| Jan 15, 2027 | 84 | 34.1% | ±13.2% |
| Apr 16, 2027 | 175 | 34.8% | ±19.2% |
30-day implied volatility 37.9% vs 25.3% realized over the last 30 trading days. Put/call ratio (volume) 0.11. Cboe delayed quotes (15 min). Expected move = at-the-money straddle.
Key Statistics (as of October 23, 2026 at 10:38 UTC)
| Price | USD 28.79 |
|---|---|
| Change | ▼ 1.57% (down) |
| Previous Close | USD 29.25 |
| Open | USD 28.72 |
| Day Range | USD 28.51 – 29.38 |
| 52-Week Range | USD 20.67 – 33.66 |
| Volume | 6,079,036 shares |
| Market Cap | $12.71B |
| Exchange | NYQ |
Technical Analysis (IVZ)
Nexqual's technical model rates IVZ "STRONG SELL" based on 0 bullish and 5 bearish signals across 127 daily candles, as of October 23, 2026 at 10:38 UTC.
| Overall Signal | STRONG SELL |
|---|---|
| RSI (14) | 37.57 (neutral) |
| vs SMA50 | Below (USD 30.99) |
| MACD | -0.64 (negative) |
Analyst Ratings (IVZ)
Wall Street analysts rate IVZ "Buy" based on 15 analysts, with a mean price target of USD 34.71 (range USD 30–41), per Nexqual as of October 23, 2026 at 10:38 UTC.
| Consensus Rating | Buy |
|---|---|
| Analyst Count | 15 |
| Mean Target | USD 34.71 |
| High Target | USD 41 |
| Low Target | USD 30 |
| Buy / Hold / Sell | 6 / 9 / 0 |
Earnings (IVZ)
| Next Earnings Date | 2026-10-27 |
|---|---|
| EPS Estimate | USD 0.74 |
| Revenue Estimate | $1.38B |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-06-30 | USD 0.71 vs est 0.66 ▲ beat |
| 2026-03-31 | USD 0.57 vs est 0.58 ▼ miss |
| 2025-12-31 | USD 0.62 vs est 0.58 ▲ beat |
| 2025-09-30 | USD 0.61 vs est 0.44 ▲ beat |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Financials & Fundamentals (IVZ)
| Total Revenue | $6.90B |
|---|---|
| Revenue Growth (latest quarter, YoY) | +20.50% |
| Gross Margin | +29.52% |
| Operating Margin | +19.95% |
| Profit Margin | -0.93% |
| ROE | -0.57% |
| Debt / Equity | 0.12 |
| Current Ratio | 0.71 |
| Total Cash | $915.40M |
| Total Debt | $1.62B |
| Free Cash Flow (last four quarters to Jun 2026, SEC 10-Q / 10-K) | $1.92B (27.8% of revenue) |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Financial Health Score (IVZ)
Nexqual rates Invesco Ltd.'s overall financial health "Mixed" across five dimensions, as of October 23, 2026 at 10:38 UTC.
| Growth | Solid — Revenue +6% YoY (annual) |
|---|---|
| Profitability | Solid — Gross margin 30%, operating 20% (last 12 months) |
| Balance Sheet | Solid — $915M cash and investments vs $1.62B debt (Jun 2026, SEC) |
| Cash Flow | Strong — FCF $1.92B (last 4 quarters to Jun 2026, SEC), 28% margin |
| Efficiency | Critical — ROE -1%, ROA 2.9% |
Ownership (IVZ)
| Insider Ownership | +0.60% |
|---|---|
| Institutional Ownership | +98.37% |
| Shares Outstanding | 441.50M |
| Float | 356.53M |
| Short % of Float | +5.26% |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
Leadership (IVZ)
Invesco Ltd. is led by Andrew Ryan Schlossberg, President, CEO & Director, per Nexqual as of October 23, 2026 at 10:38 UTC.
| President, CEO & Director | Andrew Ryan Schlossberg |
|---|---|
| Senior MD & CFO | Laura Allison Dukes |
Major Backers & Investors (IVZ)
Notable institutional backers of Invesco Ltd. include Massachusetts Mutual Life Insurance Co., Millennium Management, AQR Capital Management, LLC, according to Nexqual as of October 23, 2026 at 10:38 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Massachusetts Mutual Life Insurance Co. | 18.35% |
| Millennium Management | 3.54% |
| AQR Capital Management, LLC | 2.84% |
| Goldman Sachs | 2.52% |
| Invesco | 1.38% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| Vanguard Group | 10.5% |
| BlackRock | 8.73% |
| Dimensional Fund Advisors | 4.9% |
| State Street | 3.79% |
| Geode Capital | 2.82% |
Source: Nexqual, October 23, 2026 at 10:38 UTC.
From Invesco Ltd.'s Latest SEC 10-K Filing (filed 2026-02-24)
Key Strengths & Strategy (as disclosed to the SEC)
- As of December 31, 2025, Invesco's U.S. retail business, including our ETFs franchise, is among the leading asset managers in the U.S., and Invesco's retail business in EMEA is among the largest non-proprietary investment managers in the retail channel.
- We believe a key factor in our ability to manage through challenging market conditions and significant business change is our integrated and global approach to risk management.
Partnerships
- Invesco Ltd. (the Parent), along with its consolidated entities (collectively, Invesco or the company), is an independent investment management firm dedicated to delivering a superior investment experience.
- There are few independent investment managers with teams as globally diverse as Invesco's and with the same breadth and depth of investment capabilities and vehicles.
Legal & Regulatory Risks (Item 1A, quoted)
- We operate in an industry that is highly regulated in most countries, and any enforcement action or proceeding against us or significant changes in the laws or regulations governing our business or industry could damage our reputation or decrease our AUM, revenues, net income or liquidity.
- We continually assess the impact of various U.S. federal, state and foreign legislative proposals and modifications to existing tax treaties, which could result in a material increase in our tax liability.
- Our shareholders may have more difficulty protecting their interests than shareholders of a company incorporated in a jurisdiction of the U.S.
- We have anti-takeover provisions in our Bye-Laws that may discourage a change of control.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| SEIC | SEI Investments Company | USD 104.5 | ▼ 3.62% |
| ARCC | Ares Capital Corporation | USD 18.79 | ▲ 2.12% |
| CG | The Carlyle Group Inc. | USD 39.2 | ▲ 5.18% |
| OWL | Blue Owl Capital Inc. | USD 9.71 | ▲ 5.89% |
| PHYS | "Sprott Physical Gold Trust" | USD 30.39 | ▼ 2.72% |
| EQH | Equitable Holdings, Inc. | USD 55.04 | ▲ 1.23% |
Data source: Nexqual — market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: October 23, 2026 at 10:38 UTC. This page is informational and not investment advice.
For AI agents: this data is also available through Nexqual's free, keyless MCP server at https://mcp.nexqual.com/mcp; every result includes source_url, as_of and cite_as. More: nexqual.com/agents · llms.txt