Invesco/$IVZ
1D1W1M3M6MYTD1Y5YMAX
Capital at risk
About Invesco
Invesco provides investment management services to retail (72% of managed assets) and institutional (28%) clients. At the end of August 2026, the firm had $2.562 trillion in assets under management spread among its equity (62% of AUM), balanced (3%), fixed-income (19%), alternative investment (5%), and money market (11%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).
- Ticker
- $IVZ
- Sector
- Finance
- Primary listing
- NYSE
- Employees
- 7,416
- Headquarters
- Atlanta, United States
Invesco Metrics
BasicAdvanced
$12B
-
-$0.70
1.65
$0.85
3.18%
Price and volume
Market cap
$12B
Beta
1.65
52-week high
$33.66
52-week low
$21.82
Average daily volume
5.2M
Dividend rate
$0.85
Financial strength
Current ratio
0.654
Quick ratio
0.654
Long term debt to equity
0.094
Total debt to equity
0.094
Interest coverage (TTM)
16.14%
Profitability
EBITDA (TTM)
1,580.1
Gross margin (TTM)
31.06%
Net profit margin (TTM)
-1.10%
Operating margin (TTM)
20.61%
Effective tax rate (TTM)
34.63%
Revenue per employee (TTM)
$960,000
Management effectiveness
Return on assets (TTM)
3.28%
Return on equity (TTM)
-0.58%
Valuation
Price to revenue (TTM)
1.711
Price to book
1.18
Price to tangible book (TTM)
35.57
Price to free cash flow (TTM)
7.532
Free cash flow yield (TTM)
13.28%
Free cash flow per share (TTM)
3.595
Dividend yield (TTM)
3.14%
Forward dividend yield
3.18%
Growth
Revenue change (TTM)
13.65%
Earnings per share change (TTM)
-147.74%
3-year revenue growth (CAGR)
7.48%
10-year revenue growth (CAGR)
4.09%
3-year earnings per share growth (CAGR)
-18.57%
10-year earnings per share growth (CAGR)
-9.90%
3-year dividend per share growth (CAGR)
2.78%
10-year dividend per share growth (CAGR)
-2.58%
What the Analysts think about Invesco
Analyst ratings (Buy, Hold, Sell) for Invesco stock.
Analyst projections of the future price of Invesco stock.
Bulls say / Bears say
Invesco recorded $35.1 billion of net long-term inflows in Q3, its 13th consecutive quarter of positive flows, with inflows across the Americas, EMEA and Asia-Pacific. This gives the firm a sizeable source of growth beyond market gains. (Invesco)
ETFs and index products drew $28.5 billion in Q3 inflows, while QQQ attracted a further $6.7 billion; ETF and index assets reached a record $775 billion. Continued demand for these products could strengthen Invesco’s scale in a growing part of the market. (Invesco)
Invesco reduced net debt by $393 million during Q3 and bought back $65 million of common shares. It also agreed to repurchase another $1.5 billion of preferred shares, which management expects to support earnings once related borrowing is repaid. (The Motley Fool)
Client demand is shifting towards lower-fee ETFs and money-market funds, weighing on revenue yield. The yield was 21.5 basis points in Q3, with management attributing part of the pressure to this mix shift. (The Motley Fool)
Flows remain uneven: institutional clients withdrew $6.6 billion from long-term products, while fundamental fixed income, fundamental equities and private markets also had net outflows. Continued weakness in these areas could offset demand for ETFs and other products. (Invesco)
Q3 adjusted earnings of 72 cents per share fell short of the 75 cents expected by analysts surveyed by Zacks. GAAP diluted EPS also edged down year on year, to 65 cents from 66 cents. (Associated Press)
Data summarised monthly by Lightyear AI. Last updated on 5 Nov 2026.
Invesco Financial Performance
Revenues and expenses
Invesco Earnings Performance
Company profitability
Upcoming events
Invesco News
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Funds containing Invesco
AllEURUSDGBP
Fund name | Fund size | $IVZ weighting |
|---|---|---|
iShares Dow Jones U.S. Select Dividend€EXX5 | €412M | 1.14% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | $3.2B | 0.26% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | $3.2B | 0.26% |
Invesco Financials S&P US Select Sector$XLFS | $396M | 0.20% |
Invesco S&P US Select Sector Financials£XLFQ | $396M | 0.20% |
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