Invesco LTD (IVZ) Stock Price

IVZStock

$32.72+50.58%52W

Market Cap$14.45B

P/E—

PEG Ratio0.90

Div yield5.79%

Beta1.63

IVZ Share Price Chart

Favorite Metrics

Price vs S&P 500 (26W)10.11%

Price vs S&P 500 (4W)7.21%

PEG Ratio0.90

VGM Score61.98

Indicated Dividend Yield (Annual)5.79%

P/CF (Annual)9.25x

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)11.57%

Gross Margin (TTM)66.03%

Net Profit Margin (TTM)-7.80%

EPS (TTM)$-0.16

10-Day Avg Trading Volume3.98M

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 Ratio1.13x

P/B Ratio (Quarterly)0.94x

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

EV / Revenue (TTM)4.53x

Net Interest Coverage (TTM)21.21x

ROA (TTM)-0.23%

EPS Growth QoQ (YoY)87.71%

EV / EBITDA (TTM)17.80x

EPS Incl Extra (Annual)$-0.62

Current Ratio (Annual)0.80x

Quick Ratio (Quarterly)0.71x

3-Month Avg Trading Volume5.23M

52-Week Price Return50.58%

EV / Free Cash Flow (Annual)16.54x

Revenue / Employee (TTM)$701,700

Tangible BV / Share (Quarterly)$19.40

P/S Ratio (Annual)2.21x

Asset Turnover (Annual)0.24x

52-Week High$32.80

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 Return21.35%

Quick Ratio (Annual)0.80x

13-Week Price Return20.27%

Total Debt / Equity (Annual)0.77x

Current Ratio (Quarterly)0.71x

Enterprise Value$23.83B

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 Dev36.70%

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)7.35x

Receivables Turnover (TTM)6.78x

EV / Free Cash Flow (TTM)12.41x

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)2.68x

Pretax Margin (5Y Avg)12.67%

Revenue / Share (Annual)$14.09

Tangible BV / Share (Annual)$18.70

Forward P/E9.68x

Free OCF CAGR (5Y)5.15%

Price vs S&P 500 (52W)32.27%

Year-to-Date Return23.52%

5-Day Price Return0.22%

EPS Normalized (Annual)$-0.62

ROA (5Y Avg)1.92%

Net Profit Margin (Annual)-4.42%

Month-to-Date Return9.63%

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)7.03x

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)17.48%

Dividend Yield (TTM)3.87%

Beta1.63x

P/FCF (Annual)9.80x

Revenue / Share (TTM)$11.58

ROE (TTM)-0.51%

52-Week Low$20.67

vGradeB

gGradeC

mGradeB

vgmGradeB

IVZ Earnings Surprise History

Q2 250.36est. 0.40

Q3 250.61est. 0.44

Q4 250.62est. 0.58

Q1 260.57est. 0.58

Q2 260.71est. 0.66

IVZ Analyst Recommendations

May 2026

Jun 2026

Jul 2026

Aug 2026

3.53

3.50

Industry Peers — Investment Advice(128)

Symbol	Value Score	Growth Score	Momentum Score	Price
IVZInvesco LTD	B	C	B	$32.72
BXBlackstone Inc.	F	B	C	$143.41
KKRKKR & Co. Inc.	D	C	C	$107.58
BAMBrookfield Asset Management Ltd.	F	B	C	$52.50
APOApollo Global Management, Inc.	C	C	C	$133.18
AMPAmeriprise Financial, Inc.	C	C	B	$560.26
ARESAres Management Corporation Class A Common Stock	D	B	C	$142.76
OWLBlue Owl Capital Inc.	D	C	C	$11.79
TROWT Rowe Price Group Inc	B	D	B	$112.87
TPGTPG Inc. Class A Common Stock	D	B	C	$52.88
BENFranklin Templeton, Inc.	C	C	B	$35.03
CGThe Carlyle Group Inc. Common Stock	D	D	C	$48.92
PSPershing Square Inc.	—	A	B	$42.65
EVREvercore Inc.	C	C	F	$289.54
AMGAffiliated Managers Group	C	C	B	$365.28
HLIHoulihan Lokey, Inc.	C	D	F	$129.04
MORNMorningstar, Inc.	C	C	B	$215.01
PJTPJT Partners Inc.	C	B	B	$174.61
VCTRVictory Capital Holdings, Inc. Class A Common Stock	C	B	A	$115.34
MAASMaase Inc. Class A Ordinary Shares	F	D	A	$15.01
STEPStepStone Group Inc. Class A Common Stock	D	B	D	$49.77
HLNEHamilton Lane Incorporated Class A Common Stock	D	B	C	$106.83
MCMOELIS & COMPANY	C	D	C	$68.01
FHIFederated Hermes, Inc.	B	C	B	$65.39
CNSCohen & Steers Inc.	D	D	B	$83.01
LAZLazard, Inc.	B	F	D	$43.79
ABAllianceBernstein Holding, L.P.	C	D	D	$36.62
AAMIAcadian Asset Management Inc.	F	D	A	$93.48
APAMARTISAN PARTNERS ASSET MANAGEMENT INC.	B	D	C	$43.64
DBRGDigitalBridge Group, Inc.	C	B	C	$15.97
LCLNLincoln International, Inc.	—	C	C	$23.77
BVCBitVentures Limited Ordinary Shares	F	D	B	$14.66
PAXPatria Investments Limited Class A Common Shares	C	C	D	$11.78
VRTSVirtus Investment Partners, Inc.	B	D	C	$166.26
RPCRidgepost Capital, Inc.	D	C	C	$8.82
ABXAbacus Global Management, Inc.	B	B	B	$9.88
GCMGGCM Grosvenor Inc. Class A Common Stock	D	C	B	$13.52
VINPVinci Compass Investments Ltd. Class A Common Shares	B	C	D	$9.64
ALTIAlTi Global, Inc. Class A Common Stock	C	B	C	$4.02
NOAHNoah Holdings Limited American Depositary Shares (each representing five (5) Ordinary shares)	B	D	F	$8.77
VALUValue Line Inc	D	F	C	$37.50
RILYBRC Group Holdings, Inc. Common Stock	A	C	D	$7.22
WHGWESTWOOD HOLDINGS GROUP, INC.	B	D	B	$19.66
SAMGSilvercrest Asset Management Group Inc.	B	F	F	$10.03
HNNAHennessy Advisors, Inc.	B	D	D	$9.92
GROWUS Global Investors Inc	C	B	B	$3.30
MLCIMount Logan Capital Inc. Common Stock	C	A	D	$3.27
ILLRTriller Group Inc. Common Stock	D	C	F	$0.83
ABXLAbacus Global Management, Inc. 9.875% Fixed Rate Senior Notes due 2028	B	B	B	$25.37
APOSApollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053	C	C	C	$25.64
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.