Financials / Asset ManagementUpdated 2026-05-10 22:07 UTC

IVZ stock hub

Invesco Ltd. has a live ticker hub with the latest available market, valuation, profitability, growth, ownership, and risk indicators.

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Fair value midpoint

n/a

Fair value pending

Upside to midpoint

n/a

Based on latest report

Confidence

n/a

Data quality and model convergence

Market cap

12.2B

NYSE

Market data

Live price

Current market quote for this ticker.

Current price

IVZ

In the news

Latest news · IVZ

Recent company headlines from major financial publishers.

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Fetching the latest headlines.

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Fetching the latest headlines.

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Fetching the latest headlines.

Calendar

Next earnings

Upcoming earnings date and setup when available.

Upcoming

DateLoading

Window—

EPS estimate—

Revenue estimate—

Sector context

Where the current metrics sit

Percentiles come from the backend screener cohort cache for the ticker's country and sector.

Forward P/E10.4

P25 8.8P50 10.4P75 13.1

Trailing P/En/a

P25 10.9P50 14.7P75 36.2

ROE-1.5

P25 4.9P50 10.4P75 15

ROIC8.2

P25 -1.3P50 6.6P75 12.7

Benchmarks - 1M

S&P 500n/a

Nasdaq Compositen/a

Dow Jones Industrial Averagen/a

Russell 2000n/a

Indicator catalog

All IVZ market and fundamental indicators

A searchable catalog of the available market, valuation, profitability, growth, balance-sheet, ownership, and analyst metrics for this ticker.

Available fields

264

Groups with data

Currency

USD

Showing 264 of 264 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0000914208
Company name	Invesco Ltd.
Country	United States
Country code	US
Cusip	G491BT108
Employees	7,499
Employees Change	-1,009%
Employees Change Percent	-11.86
Enterprise value	$13.4B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
In Index	SP500
Industry	Asset Management
IPO Date	1995-08-24
Isin	BMG491BT1088
Last refreshed	2026-05-10
Market cap	$12.2B
Market cap category	Large-Cap
Price	$27.59
Price currency	USD
Rev Per Employee	879,103.88x
Sector	Financials
Sic	6282
Symbol	IVZ
Website	https://www.invesco.com/corporate/en/home.html

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	-5.45%
EV/EBIT	11.35x
EV/EBITDA	10.09x
EV/FCF	7.66x
EV/Sales	2.03x
FCF yield	14.29%
Forward P/E	10.38x
P/B ratio	1.26x
P/S ratio	1.86x
PE Ratio10 Y	12.05x
PE Ratio5 Y	11.12x
PEG ratio	0.62x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	17.9%
EBITDA Margin	20.14%
FCF margin	26.51%
Gross margin	28.92%
Gross Profit	$1.9B
Gross Profit Growth	8.23%
Gross Profit Growth Q	19.04%
Gross Profit Growth3 Y	3.17%
Gross Profit Growth5 Y	0.39%
Net Income	$-667M
Net Income Growth Q	16.63%
Net Income Growth Quarters	1%
Net Income Growth Years	0%
Pretax Margin	-6.43%
Profit Margin	-3.69%
Profit Per Employee	$-88,945
ROA	2.68
Roa5y	2.48
ROCE	4.77
ROE	-1.54
Roe5y	4.09
ROIC	8.25
Roic5y	6.18

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	3.88%
Cagr15y	4.9%
Cagr1y	100.52%
Cagr20y	4.39%
Cagr3y	24.22%
Cagr5y	3.69%
Div CAGR10	-2.51%
Div CAGR3	3.48%
Div CAGR5	5.88%
EPS Growth Q	35
EPS Growth Quarters	1
EPS Growth Years	0
FCF Growth	60.56%
FCF Growth3 Y	31.26%
FCF Growth5 Y	8.46%
OCF Growth	57.14%
OCF Growth10 Y	5.4%
OCF Growth3 Y	22.99%
OCF Growth5 Y	7.32%
Revenue Growth	7.7x
Revenue Growth Q	14.08x
Revenue Growth Quarters	9x
Revenue Growth Years	2x
Revenue Growth3 Y	4.14x
Revenue Growth5 Y	1.21x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.24
Assets	$26.8B
Cash	$806.9M
Current Assets	$1.7B
Current Liabilities	$2.1B
Debt	$2B
Debt EBITDA	$1.39
Debt Equity	$0.15
Debt FCF	$1.13
Equity	$13.3B
Interest Coverage	12
Liabilities	$13.6B
Long Term Assets	$25.1B
Long Term Liabilities	$11.5B
Net Cash	$-1.2B
Net Cash By Market Cap	$-9.48
Net Debt EBITDA	$0.87
Net Debt Equity	$0.09
Net Debt FCF	$0.66
Tangible Book Value	$-2.6B
Tangible Book Value Per Share	$-5.84
WACC	11.66

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.82
Net Working Capital	$-1.2B
Quick ratio	0.82
Working Capital	$-371.6M
Working Capital Turnover	$-10.87

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	1.24%
Dividend Growth	2.42%
Dividend Growth Years	4%
Dividend per share	$0.86
Dividend Years	20
Dividend Yield	3.12%
Ex Div Date	2026-05-15
Last Dividend	$0.22
Payout Frequency	Quarterly

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	46.37%
1Y total return	100.42%
200-day SMA	24.4
3Y total return	91.7%
50-day SMA	24.62
50-day SMA vs 200-day SMA	50over200
5Y total return	19.86%
All Time High	51.1
All Time High Change	-46.01%
All Time High Date	2000-11-03
All Time Low	6.28
All Time Low Change	339.68%
All Time Low Date	1995-09-08
ATR	0.89
Beta	1.57
Beta1y	1.2
Beta2y	1.25
Ch YTD	5.03
High	27.62
High52	29.61
High52 Date	2026-01-22
High52ch	-6.82%
Low	26.79
Low52	14.1
Low52 Date	2025-05-23
Low52ch	95.67%
Ma50ch	12.08%
Premarket Change Percent	0.56
Premarket Price	$26.98
Premarket Volume	3,321
Price vs 200-day SMA	13.08%
RSI	67.77
RSI Monthly	66.52
RSI Weekly	64.62
Sharpe ratio	2.05x
Sortino ratio	3.59
Total Return	4.36%
Tr YTD	5.87
Tr15y	105.08%
Tr1m	21.17%
Tr1w	6.57%
Tr3m	3.7%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	15
Analyst Count Top	7
Analyst Price Target Top	$27.57
Analyst Ratings	Buy
Analyst Ratings Top	Buy
Earnings EPS Estimate	$0.58
Earnings EPS Estimate Growth	31.82
Earnings Revenue Estimate	1,268,964,680x
Earnings Revenue Estimate Growth	14.46x
Operating Income	$1.2B
Operating Income Growth	7.62
Operating Income Growth Q	20.16
Operating Income Growth3 Y	2.77
Operating Income Growth5 Y	-1.45
Operating margin	17.9
Price target	$27.43
Price Target Change	$-0.58
Price Target Change Top	$-0.07

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	357,953,622%
Float Percent	80.75%
Net Borrowing	997,700,000
Shares Insiders	0.73%
Shares Institutions	75.23%
Shares Out	443,296,629
Shares Qo Q	-0.02%
Shares Yo Y	-1.24%
Short Float	5.69%
Short Ratio	3.79
Short Shares	4.6

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$1.6B
Average Volume	5,975,615.85x
Bv Per Share	21.98
CAPEX	$-75.1M
Ch10y	-6.98
Ch15y	13.68
Ch1m	21.17
Ch1w	6.57
Ch1y	92.53
Ch20y	20.17
Ch3m	2.87
Ch3y	66.51
Ch5y	-2.78
Ch6m	18.06
Change	2.83%
Change From Open	1.85
Close	26.83
Days Gap	0.97
Depreciation Amortization	147,600,000
Dollar Volume	134,743,821.3
Earnings Date	2026-04-28
Earnings Time	bmo
EBIT	$1.2B
EBITDA	$1.3B
EPS	$-1.48
F Score	6
FCF	$1.7B
FCF EV Yield	13.05x
FCF Per Share	$3.94
Financing CF	-407,500,000
Fiscal Year End	December
Founded	1,935
Goodwill	8,415,900,000
Income Tax	$-201.1M
Investing CF	-1,615,600,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-04-28
Last Report Date	2026-03-31
Last Split Date	2000-11-08
Last Split Type	Forward
Last10k Filing Date	2026-02-24
Ma150	25.27
Ma150ch	9.19%
Ma20	25.63
Ma20ch	7.64%
Net CF	-167,300,000
Next Earnings Date	2026-07-21
Open	27.09
Optionable	Yes
P FCF Ratio	7
P OCF Ratio	6.71
Payment Date	2026-06-02
Position In Range	96.39
Post Close	27.59
Postmarket Change Percent	-0.18
Postmarket Price	$27.54
Ppne	364,900,000
Pre Close	26.83
Price Date	2026-05-08
Price EBITDA	$9.21
Relative Volume	0.82x
Revenue	6,592,400,000x
SBC By Revenue	1.5x
Share Based Comp	98,800,000
Tax By Revenue	-3.05x
Tr20y	136.13%
Tr6m	20.06%
Us State	Georgia
Volume	4,883,792
Z Score	1.11

Fast facts

Decision checkpoints

A compact product layer over the same report payload.

Risk gate

n/a

Named kill scenarios are reviewed before any bullish rating can stand.

Moat score

n/a

Business quality stays separate from stock attractiveness.

Forward P/E

n/a

Valuation uses the full report model stack, not a single multiple.

Next action

Research pending

Final action steps are kept in the recommendation tab.

Income

IVZ dividend yield, growth & safety

Yield, payout sustainability, and the multi-year growth streak.

Dividend yield

+3.1%

$0.86 annual per share

Payout ratio

n/a

Share of earnings returned as dividends. Below 60% is generally sustainable.

5Y dividend CAGR

+5.9%

4 consecutive years of growth

Total shareholder yield

+4.4%

Next ex-dividend date: 2026-05-15

Performance

IVZ stock returns vs the market

Total return (incl. dividends) compared to S&P 500.

Ownership

Who owns IVZ?

Insider, institutional, and short-interest positioning.

Institutional ownership

+75.2%

Float: +80.7% of shares outstanding

Insider ownership

+0.7%

Stake held by company insiders. Higher generally signals alignment.

Negative means the company is buying back shares.

Technical

IVZ momentum and risk profile

RSI, moving-average stack, beta, and risk-adjusted return.

RSI (14)

67.8

Neutral momentum band

Price vs 200-day MA

+13.1%

50/200-day relationship not available

Beta (5Y)

1.57

More volatile than the market

Sharpe ratio

2.05

Risk-adjusted return — higher is better; >1.0 is solid.

Peers

IVZ vs. sector cohort

Currency-neutral comparison: P/E, P/S, ROIC, 5Y revenue CAGR, and 1Y total return. Market-cap column appears only when every peer reports in the same currency.

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	215.6B	19.7x	3.1x	11.5%	+15.5%	+15.6%	Verminderen
BAC	Bank of America Corporation	364.1B	12.7x	3.3x	—	+6.3%	+28.2%	Verminderen
BK	The Bank of New York Mellon Corporation	89.6B	16.2x	4.3x	—	+6.0%	+58.4%	Verminderen

Questions

About IVZ

Hub-level FAQ points readers to the deeper analysis pages.

What is the current IVZ stock rating?

Invesco Ltd. is currently shown with the latest rating in the latest report. The hub links directly to the full analysis surface where the rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full IVZ analysis?

The full report lives at /stocks/IVZ/analysis. The bare ticker page is a product hub that summarizes the latest read and sends readers into the relocated analysis tabs without making the analysis surface depend on the hub.

What fair-value range is used for IVZ?

The latest report frames IVZ around the latest fair-value range. Treat that range as the entry point, then check the valuation, sensitivity, and bear-case tabs before making an investment decision.

How often is the IVZ page updated?

The hub updates with the latest published stock report and live backend market data. The analysis pages remain reachable under /analysis, so a hub rollback does not remove the report reader.