Invesco Plc (IVZ)

Currency in USD
28.98
+0.30(+1.05%)
Real-time Data·
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Fair Value
Day's Range
28.8929.31
52 wk Range
21.8233.66
Key Statistics
Prev. Close
28.68
Open
28.94
Day's Range
28.89-29.31
52 wk Range
21.82-33.66
Volume
2.49M
Average Volume (3m)
4.53M
1-Year Change
20.2697%
Book Value / Share
22.47
Fair Value
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Fair Value Upside
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IVZ Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
35.07
Upside
+21.02%
Members' Sentiments
Bearish
Bullish
ProTips
Net income is expected to grow this year

Invesco Plc News & Analysis

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Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Buy
Technical Indicators
Strong Buy
Moving Averages
Buy

Analyst Ratings

6 Buy
9 Hold
0 Sell
Ratings:
15 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 35.07
(+21.02% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
Keefe, Bruyette & Woods
Buy39.00+34.53%38.00Maintain28-10-2026
Barclays
Hold33.00+13.83%32.00Maintain28-10-2026
Morgan Stanley
Hold32.00+10.38%31.00Maintain22-10-2026
BMO Capital
Buy36.00+24.18%34.00Maintain13-10-2026
RBC Capital
Buy36.00+24.18%35.00Maintain09-10-2026

Invesco Plc SWOT Analysis


Flow Momentum
Invesco demonstrates remarkable consistency with positive long-term flows since Q2 2023, including nearly $29 billion in inflows during Q3 2025, signaling strengthened market position.
Strategic Evolution
Delve into Invesco's transformation through debt reduction initiatives and upcoming QQQ fee structure changes expected in December 2025, potentially adding 4 basis points to management fees.
Global Growth Engines
The asset manager's international operations, particularly in China and India, have become significant growth drivers, offering expansion opportunities in rapidly developing markets.
Analyst Outlook
Price targets range from $18 to $25, with BMO Capital Markets raising 2026 and 2027 core EPS forecasts to $2.65 and $2.90 respectively, reflecting growing confidence in Invesco's trajectory.
Read full SWOT analysis

Invesco Plc Earnings Call Summary for Q3/2026

  • Invesco Q3 revenue hit $1.87B, beating forecasts by 35.5%; adjusted EPS of $0.72 missed estimates by 2.7%, stock rose 0.72% to $28.74.
  • AUM climbed 19% YoY to $2.5T; net long-term inflows reached $35.1B, marking 13th consecutive quarter of positive flows.
  • Operating margin expanded to 40.7%, highest since 2021; Q4 adjusted operating expenses guided at $830M-$840M assuming flat markets.
  • Company announced $1.5B preferred stock repurchase via five-year loan, expected to be earnings accretive in 2027, adding $0.20/share long-term.
  • Management targets 60% total payout ratio; platform transition costs to become immaterial in early 2026 after $15M one-time charges in Q3-Q4 2025.
Last Updated: 27-10-2026, 07:52 pm
Read Full Transcript

Earnings

Latest Release
27-10-2026
EPS / Forecast
0.72 / 0.74
Revenue / Forecast
1.87B / 1.38B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS -0.68
Dividend Yield
3.00%
Industry Median 2.14%
Annualised payout
0.86
Paid quarterly
5-Years Growth
+5.51%
Growth Streak

IVZ Income Statement

Compare IVZ to Peers and Sector

Metrics to compare
IVZ
Peers
Sector
Relationship
P/E Ratio
−41.2x3.1x9.2x
PEG Ratio
0.230.420.03
Price/Book
1.3x1.5x1.0x
Price / LTM Sales
1.8x1.4x2.8x
Upside (Analyst Target)
22.3%14.3%19.0%
Fair Value Upside
Unlock13.8%3.8%Unlock

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
177.08M40.11%5.08B
Other Institutional Investors
269.35M59.89%7.72B
Public Companies & Retail Investors
0.000.00%0.00
Total
446.42M100.00%12.8B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Massachusetts Mutual Life Insurance Company18.44%8,14,05,94723,34,723
BlackRock, Inc.8.77%3,87,13,70711,10,309

FAQ

What Is the Invesco (IVZ) Share Price Today?

The Invesco share price today is 28.98.

What is the current Invesco (IVZ) share price and day range?

As of 29-10-2026, the Invesco share price is 28.98, with a previous close of 28.68. The share price has ranged from 28.89 to 29.31 today, while the 52-week range spans from 21.82 to 33.66.

What Is the Invesco Market Cap?

As of today, Invesco market cap is 12.73B.

Does Invesco Pay Dividends? What's The Current Dividend Yield?

The Invesco dividend yield is 3.0%%.

What Is the Invesco (IVZ) Share Price Target?

The average 12-month share price target for Invesco is 35.07, with a high estimate of 41 and a low estimate of 30. 6 analysts recommend buying, while 0 suggest selling, with an overall rating of Buy and +21.02% Upside potential.

What Is Invesco's Earnings Per Share (TTM)?

The Invesco EPS (TTM) is -0.68.

When Is the Next Invesco Earnings Date?

Invesco will release its next earnings report on 26-01-2027.

From a Technical Analysis Perspective, Is IVZ a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Neutral.

What Stock Exchange Does Invesco Trade On?

Invesco is listed and trades on the New York Stock Exchange.

What Is the Stock Symbol for Invesco?

The stock symbol for Invesco is "IVZ."

How Many Times Has Invesco Stock Split?

Invesco has split 2 times.

How Many Employees Does Invesco Have?

Invesco has 7416 employees.

What Is the IVZ Premarket Price?

IVZ's last pre-market stock price is 28.31. The pre-market share volume is 330.00, and the stock has changed by -0.37, or -1.29%.
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