Overview

Price chart · mood · technical indicators

IVZ

Invesco Plcstock Financial Services

Asset Management

$26.0583.67%Current Market Mood:Strong Bullish

Market Mood

Price Range (1Y)

$14.04$29.61

Current: $26.05

Idea: EMA

1Y Return

+55.8%

Sharpe 3Y

0.58

Market Comparison

vs Financial Services Sector & Asset Management Industry

IVZ

+83.67%

1Y Performance

Fundamentals

Updated daily after market close

P/E ratio—Forward 9.74

EPS (TTM)$-1.4735.0% YoY

Profit margin-3.7%FINANCIAL SERVICES

Market cap$11.48BLarge cap

Wall Street coverage

$28.86median target· current $14.95 (+93.0%)12 analysts

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

Valuation

Forward P/E: 9.74
PEG ratio: 0.38
P/B: 0.94
P/S (TTM): 1.74
EV/EBITDA: 14.14

Profitability & growth

ROE (TTM): -1.5%
Operating margin: 19.1%
Revenue growth YoY: 14.1%
Dividend yield: 3.2%
Beta: 1.63

Last earnings

Apr 20, 2026 · Estimate $0.58 · Reported $0.57

Analyst estimate. Actual results often differ.

Ratios are point-in-time. Historical metrics — no guarantees about what comes next.

News & Sentiment

50 articles · sorted by date

Page 1 of 3 · 50 total

Via 3rd party. Not a recommendation or advice by The Balanced Investor Club. See disclaimer.

About Invesco Plc

Company profile

Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia.

Classification

Sector: Financial Services
Industry: Asset Management
Exchange: NYSE
Country: USA
Currency: USD

Company profile

HQ: MIDTOWN UNION, ATLANTA, GA
Fiscal year end: December
Latest quarter: Mar 31, 2026

Market cap$11.48B

Shares outstanding$443.3M

52W high$29.37

52W low$13.49

Educational content · Not investment advice or recommendations

We're educators, not advisors. Your decisions are your own. Disclaimer

Overview

IVZ

Market Comparison

Fundamentals

Wall Street coverage

Valuation

Profitability & growth

News & Sentiment

Bank of America unit reshapes Invesco Advantage (NYSE: VKI) VMTP stake

Invesco (NYSE: IVZ) adviser receives fee shares, returns stock to REIT

April stock advance: Markets reflect resiliency

BMO Capital Adjusts Price Target on Invesco to $31 From $28, Maintains Outperform Rating

Truist Financial Corp Sells 37,080 Shares of Amgen Inc. $AMGN

10 Top-Performing Small-cap Funds in April 2026: Do You Hold Any of These?

UBS Group AG Sells 565,777 Shares of Invesco Ltd. $IVZ

Gouws Capital LLC Sells 10,896 Shares of Invesco QQQ $QQQ

Danske Bank A S Purchases 4,338 Shares of Essex Property Trust, Inc. $ESS

T. Rowe Price Group, Inc. $TROW Shares Sold by Provident Trust Co.

INVESCO V.I. Small Cap Equity Fund's CommVault Systems Inc(CVLT) Holding History

Celsius Holdings Inc. $CELH Holdings Cut by M&T Bank Corp

Aclaris Therapeutics, Inc. (NASDAQ:ACRS) Given Consensus Recommendation of "Moderate Buy" by Analysts

Benjamin Edwards Inc. Has $19.04 Million Holdings in Lockheed Martin Corporation $LMT

Universal Beteiligungs und Servicegesellschaft mbH Lowers Stock Holdings in Southwest Airlines Co. $LUV

Invesco Trust for Investment Grade Municipals To Go Ex-Dividend On May 14th, 2026 With 0.0646 USD Dividend Per Share

Invesco High Income Trust II To Go Ex-Dividend On May 14th, 2026 With 0.0915 USD Dividend Per Share

QTOC Stock Fund Price and Chart — CBOE:QTOC

Invesco Value Municipal Income Trust To Go Ex-Dividend On May 14th, 2026 With 0.0771 USD Dividend Per Share

Vanguard Group Inc. Trims Holdings in Conagra Brands $CAG

About Invesco Plc

Classification

Company profile

IVZ

Market Comparison

IVZ Market Analysis

Overview

IVZ

Market Comparison

Fundamentals

Wall Street coverage

Valuation

Profitability & growth

News & Sentiment

Bank of America unit reshapes Invesco Advantage (NYSE: VKI) VMTP stake

Invesco (NYSE: IVZ) adviser receives fee shares, returns stock to REIT

April stock advance: Markets reflect resiliency

BMO Capital Adjusts Price Target on Invesco to $31 From $28, Maintains Outperform Rating

Truist Financial Corp Sells 37,080 Shares of Amgen Inc. $AMGN

10 Top-Performing Small-cap Funds in April 2026: Do You Hold Any of These?

UBS Group AG Sells 565,777 Shares of Invesco Ltd. $IVZ

Gouws Capital LLC Sells 10,896 Shares of Invesco QQQ $QQQ

Danske Bank A S Purchases 4,338 Shares of Essex Property Trust, Inc. $ESS

T. Rowe Price Group, Inc. $TROW Shares Sold by Provident Trust Co.

INVESCO V.I. Small Cap Equity Fund's CommVault Systems Inc(CVLT) Holding History

Celsius Holdings Inc. $CELH Holdings Cut by M&T Bank Corp

Aclaris Therapeutics, Inc. (NASDAQ:ACRS) Given Consensus Recommendation of "Moderate Buy" by Analysts

Benjamin Edwards Inc. Has $19.04 Million Holdings in Lockheed Martin Corporation $LMT

Universal Beteiligungs und Servicegesellschaft mbH Lowers Stock Holdings in Southwest Airlines Co. $LUV

Invesco Trust for Investment Grade Municipals To Go Ex-Dividend On May 14th, 2026 With 0.0646 USD Dividend Per Share

Invesco High Income Trust II To Go Ex-Dividend On May 14th, 2026 With 0.0915 USD Dividend Per Share

QTOC Stock Fund Price and Chart — CBOE:QTOC

Invesco Value Municipal Income Trust To Go Ex-Dividend On May 14th, 2026 With 0.0771 USD Dividend Per Share

Vanguard Group Inc. Trims Holdings in Conagra Brands $CAG

About Invesco Plc

Classification

Company profile

IVZ

Market Comparison