Invesco LTD (IVZ) Stock Price

IVZStockS&P 500

$28.20+23.68%52W

Market Cap$12.45B

P/E—

PEG Ratio0.90

Div yield5.79%

Beta1.66

IVZ Share Price Chart

Favorite Metrics

Price vs S&P 500 (26W)4.17%

Price vs S&P 500 (4W)-8.81%

PEG Ratio0.90

VGM Score56.02

Indicated Dividend Yield (Annual)5.79%

P/CF (Annual)8.16x

Book Value / Share (Quarterly)$28.25

P/TBV (Annual)1.41x

Indicated Dividend (Annual)$0.86

Revenue Growth (3Y)1.78%

Cash Flow / Share (Quarterly)$4.35

Payout Ratio (TTM)40.81%

Price vs S&P 500 (YTD)-4.58%

Gross Margin (TTM)66.03%

Net Profit Margin (TTM)-7.80%

EPS (TTM)$-0.16

10-Day Avg Trading Volume4.36M

EPS Excl Extra (TTM)$-0.16

Revenue Growth (5Y)0.74%

EPS (Annual)$-0.62

Dividend / Share (Annual)$1.30

ROI (Annual)-1.30%

Gross Margin (Annual)66.64%

Net Profit Margin (5Y Avg)9.10%

Cash / Share (Quarterly)$2.07

Revenue Growth QoQ (YoY)20.46%

ROA (Last FY)-1.04%

Revenue Growth TTM (YoY)-14.48%

EBITD / Share (TTM)$2.95

ROE (5Y Avg)3.79%

Operating Margin (TTM)-14.46%

Cash Flow / Share (Annual)$3.25

P/B Ratio1.00x

P/B Ratio (Quarterly)0.94x

Net Income / Employee (Annual)$-37,600

EV / Revenue (TTM)4.21x

Net Interest Coverage (TTM)21.21x

ROA (TTM)-0.23%

EPS Growth QoQ (YoY)87.71%

EV / EBITDA (TTM)16.55x

EPS Incl Extra (Annual)$-0.62

Current Ratio (Annual)0.80x

Quick Ratio (Quarterly)0.71x

3-Month Avg Trading Volume4.67M

52-Week Price Return23.68%

EV / Free Cash Flow (Annual)15.38x

Revenue / Employee (TTM)$701,700

Tangible BV / Share (Quarterly)$19.40

P/S Ratio (Annual)1.95x

Asset Turnover (Annual)0.24x

52-Week High$33.66

Operating Margin (5Y Avg)8.58%

EPS Excl Extra (Annual)$-0.62

CapEx CAGR (5Y)-6.02%

Tangible BV CAGR (5Y)3.31%

26-Week Price Return14.08%

Quick Ratio (Annual)0.80x

13-Week Price Return-4.83%

Total Debt / Equity (Annual)0.77x

Current Ratio (Quarterly)0.71x

Enterprise Value$22.17B

Revenue / Share Growth (5Y)1.18%

Asset Turnover (TTM)0.19x

Book Value / Share Growth (5Y)-2.52%

Revenue / Employee (Annual)$850,400

Pretax Margin (Annual)-5.95%

Cash / Share (Annual)$2.34

3-Month Return Std Dev29.18%

Gross Margin (5Y Avg)67.79%

Net Income / Employee (TTM)$-8,600

EBITDA CAGR (5Y)2.73%

EBITDA Interim CAGR (5Y)-5.23%

ROE (Last FY)-2.30%

Net Interest Coverage (Annual)363.50x

EPS Basic Excl Extra (Annual)$-0.62

P/FCF (TTM)6.48x

Receivables Turnover (TTM)6.78x

EV / Free Cash Flow (TTM)11.54x

Total Debt / Equity (Quarterly)0.85x

EPS Incl Extra (TTM)$-0.16

Receivables Turnover (Annual)7.85x

ROI (TTM)-0.29%

Dividend Growth Rate (5Y)0.02%

P/S Ratio (TTM)2.37x

Pretax Margin (5Y Avg)12.67%

Revenue / Share (Annual)$14.09

Tangible BV / Share (Annual)$18.70

Forward P/E9.81x

Free OCF CAGR (5Y)5.15%

Price vs S&P 500 (52W)8.15%

Year-to-Date Return7.35%

5-Day Price Return-3.62%

EPS Normalized (Annual)$-0.62

ROA (5Y Avg)1.92%

Net Profit Margin (Annual)-4.42%

Month-to-Date Return-6.50%

Cash Flow / Share (TTM)$1.64

EBITD / Share (Annual)$-1.45

Operating Margin (Annual)-10.91%

LT Debt / Equity (Annual)0.77x

P/CF (TTM)6.20x

ROI (5Y Avg)2.47%

LT Debt / Equity (Quarterly)0.85x

EPS Basic Excl Extra (TTM)$-0.16

P/TBV (Quarterly)1.37x

Payout Ratio (Annual)78.51%

P/B Ratio (Annual)0.96x

Dividend / Share (TTM)$1.23

Pretax Margin (TTM)-11.21%

Book Value / Share (Annual)$27.55

Price vs S&P 500 (13W)-7.51%

Dividend Yield (TTM)4.38%

Beta1.66x

P/FCF (Annual)8.64x

Revenue / Share (TTM)$11.58

ROE (TTM)-0.51%

52-Week Low$20.67

vGradeB

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IVZ Earnings Surprise History

Quarter	Report date	EPS estimate	EPS actual	Surprise
Q2 2026	Jul 28, 2026	$0.66	$0.71	+7.18%(+$0.05)
Q1 2026	Apr 28, 2026	$0.58	$0.57	-1.21%(-$0.01)
Q4 2025	Jan 27, 2026	$0.58	$0.62	+7.10%(+$0.04)
Q3 2025	Oct 28, 2025	$0.44	$0.61	+37.73%(+$0.17)
Q2 2025	Jul 22, 2025	$0.40	$0.36	-10.70%(-$0.04)

IVZ Analyst Recommendations

Jun 2026

Jul 2026

Aug 2026

Sep 2026

3.53

3.50

Industry Peers — Investment Advice(128)

Symbol	Value Score	Growth Score	Momentum Score	P/E Ratio (Annual)	ROE (TTM)	Operating Margin (TTM)	Revenue Growth TTM (YoY)	Price
IVZInvesco LTD	B	C	C	—	-0.5%	-14.5%	-14.5%	$28.20
BXBlackstone Inc.	D	B	F	43.8x	40.9%	47.2%	17.2%	$106.61
KKRKKR & Co. Inc.	D	C	F	32.6x	10.3%	8.8%	30.5%	$86.21
BAMBrookfield Asset Management Ltd.	D	B	D	29.9x	33.6%	61.6%	132.7%	$45.32
APOApollo Global Management, Inc.	C	B	D	14.3x	8.6%	25.5%	40.7%	$110.78
AMPAmeriprise Financial, Inc.	C	C	C	12.4x	61.7%	30.5%	9.1%	$500.80
ARESAres Management Corporation Class A Common Stock	D	C	D	47.7x	15.2%	18.7%	24.0%	$112.27
TROWT Rowe Price Group Inc	B	D	C	10.3x	20.4%	30.8%	7.0%	$100.97
PSPershing Square Inc.	F	A	C	71.2x	5.6%	8.7%	—	$44.48
TPGTPG Inc. Class A Common Stock	D	B	D	88.6x	20.1%	12.8%	30.2%	$42.52
BENFranklin Templeton, Inc.	C	C	B	30.0x	6.8%	9.7%	7.9%	$30.98
OWLBlue Owl Capital Inc.	D	C	D	175.0x	3.8%	16.9%	14.2%	$8.85
CGThe Carlyle Group Inc. Common Stock	D	D	F	16.0x	6.6%	17.1%	-41.9%	$36.38
AMGAffiliated Managers Group	D	C	A	13.8x	26.9%	21.5%	11.8%	$383.76
EVREvercore Inc.	B	C	F	16.5x	39.8%	21.2%	45.7%	$254.08
HLIHoulihan Lokey, Inc.	C	D	D	21.3x	17.8%	20.4%	1.7%	$129.55
MORNMorningstar, Inc.	C	C	B	20.8x	35.3%	23.5%	9.3%	$207.37
VCTRVictory Capital Holdings, Inc. Class A Common Stock	C	B	B	20.2x	19.3%	41.2%	51.5%	$108.60
PJTPJT Partners Inc.	C	B	D	19.5x	71.2%	22.0%	22.9%	$137.21
HLNEHamilton Lane Incorporated Class A Common Stock	C	B	D	18.1x	31.0%	43.6%	24.0%	$81.84
STEPStepStone Group Inc. Class A Common Stock	D	C	D	—	-98.4%	-57.0%	49.6%	$41.64
MAASMaase Inc. Class A Ordinary Shares	F	D	B	—	-111.7%	-309.7%	-96.4%	$12.02
FHIFederated Hermes, Inc.	C	C	C	10.4x	34.0%	27.5%	15.3%	$55.93
MCMOELIS & COMPANY	C	C	D	19.0x	43.5%	18.4%	13.7%	$54.55
CNSCohen & Steers Inc.	D	C	C	23.4x	29.7%	30.9%	5.2%	$69.63
LAZLazard, Inc.	B	F	D	14.9x	25.9%	9.3%	6.4%	$36.09
AAMIAcadian Asset Management Inc.	F	C	A	40.9x	161.8%	23.5%	24.2%	$92.16
ABAllianceBernstein Holding, L.P.	C	D	D	10.7x	25.4%	100.0%	-17.2%	$34.86
DBRGDigitalBridge Group, Inc.	C	B	B	21.1x	16.0%	42.0%	242.8%	$16.00
LCLNLincoln International, Inc.	B	D	B	8.3x	—	17.6%	—	$24.04
APAMARTISAN PARTNERS ASSET MANAGEMENT INC.	B	D	D	9.0x	72.8%	33.0%	9.8%	$32.29
BVCBitVentures Limited Ordinary Shares	F	D	B	—	13.9%	-232.9%	7.7%	$12.97
PAXPatria Investments Limited Class A Common Shares	C	C	C	22.4x	12.4%	24.1%	7.7%	$11.70
RPCRidgepost Capital, Inc.	D	C	C	46.8x	7.7%	23.6%	4.4%	$8.27
VRTSVirtus Investment Partners, Inc.	B	D	F	5.9x	12.9%	15.7%	-7.2%	$122.93
GCMGGCM Grosvenor Inc. Class A Common Stock	D	C	C	56.1x	-4.2%	27.1%	17.8%	$12.56
ABXAbacus Global Management, Inc.	C	C	C	20.9x	6.5%	31.8%	65.3%	$7.80
VINPVinci Compass Investments Ltd. Class A Common Shares	C	C	C	16.7x	12.3%	28.1%	26.3%	$10.93
NOAHNoah Holdings Limited American Depositary Shares (each representing five (5) Ordinary shares)	C	D	F	6.4x	6.0%	33.6%	-21.1%	$7.22
VALUValue Line Inc	D	F	B	18.7x	18.4%	10.8%	-5.5%	$43.06
ALTIAlTi Global, Inc. Class A Common Stock	C	B	D	—	-18.5%	-34.9%	27.0%	$2.58
WHGWESTWOOD HOLDINGS GROUP, INC.	B	D	C	22.7x	6.3%	6.5%	8.4%	$18.63
RILYBRC Group Holdings, Inc. Common Stock	A	D	F	0.6x	213.1%	38.7%	81.4%	$4.61
SAMGSilvercrest Asset Management Group Inc.	B	F	C	25.7x	1.8%	2.1%	0.8%	$10.62
HNNAHennessy Advisors, Inc.	B	D	C	8.1x	8.3%	33.4%	-6.9%	$10.25
MLCIMount Logan Capital Inc. Common Stock	D	A	D	—	6.3%	-1565.0%	—	$3.28
GROWUS Global Investors Inc	C	D	C	10.9x	6.7%	-5.3%	16.2%	$2.72
ILLRTriller Group Inc. Common Stock	B	C	F	—	-734.3%	-542.2%	43.5%	$0.07
ABXLAbacus Global Management, Inc. 9.875% Fixed Rate Senior Notes due 2028	C	C	C	20.9x	6.5%	31.8%	65.3%	$25.22
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053	C	B	D	14.3x	8.6%	25.5%	40.7%	$25.04
APOpAApollo Global Management, Inc. 6.75% Series A Mandatory Convertible Preferred Stock	—	—	—	—	—	—	—	$0.00

About Invesco LTD

Invesco is a global investment-management firm with $2.2 trillion in assets under management as of November 2025, serving both retail and institutional clients. The firm maintains a diversified portfolio across equity (62% of AUM), fixed-income (20%), alternatives (6%), balanced (3%), and money market (9%), with passive products representing approximately half of total AUM. Invesco operates one of the 10 largest US retail fund complexes and derives 31% of its AUM from Europe, Africa, the Middle East, and Asia combined.

IVZ Next Earnings Report

Report dateOct 27, 2026

QuarterQ3 2026

Report timeBMO

EPS estimate$0.74

Revenue estimate$1.38B

Also reporting on Oct 27, 2026

Scheduled date with consensus estimates — both can change before the company reports.

Earnings calendar for October 2026

IVZ Insider Transactions

SellSep 11, 2026
WOOD PHOEBE A
Director
Shares: 3,000Value: $97,320
SellSep 9, 2026
LO ANDREW TAK SHING
Officer
Shares: 143,370Value: $4.64M
SellSep 9, 2026
BUTCHER STEPHANIE
Officer
Shares: 45,095Value: $1.46M
SellSep 4, 2026
DUKES LAURA ALLISON
Chief Financial Officer
Shares: 31,075Value: $1.03M

Open-market buys and sells filed with the SEC over the last 90 days. Grants, gifts and option exercises are excluded.

All insider transactions for September 2026

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Analyst Sentiment

3.5

Buy

Consensus rating

52-Week Range

Low$20.67

High$33.66