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IVZ
$26.30+$0.14 (+0.54%)live
Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
0
institutions
Market cap
$11.6B
443M shares
52-week range
$15.61 – $29.82
75% from low
Sector
INVESTMENT ADVICE
Exchange
NYSE
CS
Borrow rate
0.41%
Easy to borrow
Price (6 mo)
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Change$-0.43
Valuation
Financials
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Click rows below (any statement) to add/remove series. Selection stays as you switch tabs.
| 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $5.31B | $6.12B | $6.15B | $6.89B | $6.05B | $5.72B | $6.07B | $6.38B |
| Cost of revenue | $3.10B | $3.60B | $3.76B | $4.06B | $3.61B | $3.71B | $4.04B | $3.62B |
| Gross profit | $2.21B | $2.52B | $2.39B | $2.83B | $2.44B | $2.01B | $2.03B | $2.75B |
| Gross margin | 41.6% | 41.1% | 38.9% | 41.1% | 40.3% | 35.1% | 33.4% | 43.2% |
| R&D | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 |
| Operating income | $1.20B | $808.2M | $920.4M | $1.79B | $1.32B | −$434.8M | $832.1M | −$695.7M |
| EBITDA | $1.39B | $1.29B | $1.40B | $2.80B | $1.53B | $1.13B | $1.24B | $1.38B |
| Net income | $882.8M | $688.3M | $761.6M | $1.63B | $920.7M | −$96.9M | $774.8M | −$281.7M |
| Net margin | 16.6% | 11.3% | 12.4% | 23.6% | 15.2% | -1.7% | 12.8% | -4.4% |
| EPS (diluted) | 2.14 | 1.28 | 1.13 | 2.99 | 1.49 | -0.73 | 1.18 | -1.60 |
Annual figures · source: Financial Modeling Prep
Analyst estimates (consensus)
| Year | Est. revenue | Est. EPS | EPS range | # Analysts |
|---|---|---|---|---|
| 2026 | $5.1B | $2.58 | $2.46–$2.74 | 7 |
| 2027 | $5.5B | $2.96 | $2.78–$3.32 | 7 |
| 2028 | $5.6B | $3.33 | $3.26–$3.39 | 1 |
| 2029 | $5.9B | $3.61 | $3.54–$3.68 | 1 |
Forward consensus · source: Financial Modeling Prep
DCF fair valuemodel estimate
Intrinsic value
$126.59
Price
$26.30
Implied upside
+381%
Peer comparison
Invesco LTD
Invesco provides investment management services to retail (69% of managed assets) and institutional (31%) clients. At the end of May 2026, the firm had $2.454 trillion in assets under management spread among its equity (61% of AUM), balanced (3%), fixed-income (21%), alternative investment (6%), and money market (9%) 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 32% of its AUM sourced from Europe, Africa, and the Middle East (17%) and Asia (15%).
www.invesco.com- Employees
- 7,500
- IPO / List date
- Mar 1, 1994
- HQ
- ATLANTA, GA
Held by traders on TradeandTell
No one on the platform currently holds IVZ.
Super investors & insiders
Institutions holding (13F)
No tracked institution reports a position in IVZ as of their last filing.
Insider activity (SEC Form 4)
Dividend history
TTM yield · 3.21% ($0.84/share)
| Ex-date | Per share | Pay date |
|---|---|---|
| 2026-05-15 | $0.2150 | 2026-06-02 |
| 2026-02-13 | $0.2100 | 2026-03-03 |
| 2025-11-14 | $0.2100 | 2025-12-02 |
| 2025-08-14 | $0.2100 | 2025-09-02 |
| 2025-05-14 | $0.2100 | 2025-06-03 |
| 2025-02-14 | $0.2050 | 2025-03-04 |
| 2024-11-14 | $0.2050 | 2024-12-03 |
| 2024-08-16 | $0.2050 | 2024-09-04 |
| 2024-05-13 | $0.2050 | 2024-06-04 |
| 2024-02-15 | $0.2000 | 2024-03-04 |
Recent trades on TradeandTell
No one on the platform has traded IVZ yet.
