Invesco/$IVZ
1D1W1MYTD1Y5YMAX
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
- 7,405
- Headquarters
- Atlanta, United States
Invesco Metrics
BasicAdvanced
$14B
-
-$0.69
1.61
$0.85
2.74%
Price and volume
Market cap
$14B
Beta
1.61
52-week high
$33.66
52-week low
$20.67
Average daily volume
3.8M
Dividend rate
$0.85
Financial strength
Current ratio
0.708
Quick ratio
0.708
Long term debt to equity
0.121
Total debt to equity
0.121
Interest coverage (TTM)
14.70%
Profitability
EBITDA (TTM)
1,420.7
Gross margin (TTM)
29.52%
Net profit margin (TTM)
-0.93%
Operating margin (TTM)
18.91%
Effective tax rate (TTM)
66.47%
Revenue per employee (TTM)
$930,000
Management effectiveness
Return on assets (TTM)
2.91%
Return on equity (TTM)
-0.57%
Valuation
Price to revenue (TTM)
2.053
Price to book
1.39
Price to tangible book (TTM)
83.51
Price to free cash flow (TTM)
8.419
Free cash flow yield (TTM)
11.88%
Free cash flow per share (TTM)
3.727
Dividend yield (TTM)
2.71%
Forward dividend yield
2.74%
Growth
Revenue change (TTM)
12.18%
Earnings per share change (TTM)
-174.02%
3-year revenue growth (CAGR)
6.28%
10-year revenue growth (CAGR)
3.59%
3-year earnings per share growth (CAGR)
-21.13%
10-year earnings per share growth (CAGR)
-10.07%
3-year dividend per share growth (CAGR)
3.13%
10-year dividend per share growth (CAGR)
-2.55%
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 delivered record second-quarter net long-term inflows of $45.1 billion, lifting first-half inflows to $67 billion and ending AUM to $2.47 trillion. August added another $27.6 billion of long-term inflows and pushed preliminary AUM to $2.56 trillion, showing that momentum continued after the strong quarter. (Invesco, Invesco)
The ETF and QQQ franchises are becoming powerful growth engines. They attracted $30.1 billion and $13.8 billion respectively in second-quarter net long-term inflows, giving Invesco a sizeable platform in the fastest-growing part of asset management. (Invesco)
Higher average AUM and disciplined costs are creating operating leverage. Adjusted operating margin rose to 37.5% in the second quarter, while net debt fell by more than $450 million and share buybacks increased to $50 million, strengthening the scope for future capital returns. (Invesco)
Growth is uneven across the product range. Fundamental equities suffered $7.7 billion of second-quarter net long-term outflows, and institutional clients withdrew $2.2 billion, suggesting that parts of the higher-value active franchise remain under pressure. (Invesco)
Recent flow growth is concentrated in ETFs, index products and QQQ, where fee competition is intense. That mix can expand AUM without producing the same revenue yield as stronger-fee active strategies, limiting the upside to earnings. (Invesco, Yahoo Finance)
Data summarised monthly by Lightyear AI. Last updated on 18 Sept 2026.
Invesco Financial Performance
Revenues and expenses
Invesco Earnings Performance
Company profitability
Upcoming events
No upcoming events
Invesco News
AllArticlesVideos
Funds containing Invesco
AllEURGBPUSD
Fund name | Fund size | $IVZ weighting |
|---|---|---|
iShares Dow Jones U.S. Select Dividend€EXX5 | €412M | 1.26% |
iShares MSCI USA Small Cap ESG Enhanced CTB€SXRG | €2.8B | 0.27% |
iShares MSCI USA Small Cap CTB Enhanced ESG£CUS1 | £2.4B | 0.27% |
iShares S&P 500 Equal Weight€O4J0 | €4.3B | 0.19% |
iShares S&P 500 Equal Weight£EWSP | £3.7B | 0.19% |
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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