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IVZ
INVESCO LTD.
NYSE
$32.86
▼ DOWN 1.35% (-0.45)

KEY STATISTICS

Market Cap$14.57 B
52w High$33.66
52w Low$20.67
Dividend Yield3.03%
FrequencyQuarterly
P/E15.21
Volume2.78M
Shares Out.443.30M

COMPANY

LEADERSHIP

Andrew Ryan Schlossberg
CHIEF EXECUTIVE
Andrew Ryan Schlossberg

COMPENSATION 2026

Salary$750,000
Stock Awards$0
Incentive Plan Pay$5,321,250
All Other Comp.$143,696
Total$16,299,849

ABOUT

SECTOR
Financial Services
WENT PUBLIC
August 24, 1995
METHOD OF GOING PUBLIC
N/A
FULL TIME EMPLOYEES
7,405

PRICE TARGET

Target High$39.00
Target Low$28.00
Target Median$32.00
Target Consensus$32.80

UPCOMING EARNINGS

DateOct 27, 2026
DayTuesday
Rev. Est.$1.39B
OCT
27
TUE

SPLIT RECORD

DATETYPERATIO
2000-11-08Forward5:2
1998-04-27Forward2:1

PRICE

$32.86 ▼ DOWN 1.35% (−$0.45)
OVERLAYS
$32.75$33.00$33.25$33.509:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM32.86

About Invesco Ltd.

https://www.invesco.com ↗

Invesco Ltd. is a global, publicly owned investment manager offering diverse equity, fixed income, alternative, and mutual funds and ETFs to retail, institutional, and high-net-worth clients across various strategies and markets.

INDUSTRY

Asset Management

A PRODUCT INVESCO LTD. IS KNOWN FOR

Invesco MSCI ACWI Islamic M-Series UCITS ETF
Invesco MSCI ACWI Islamic M-Series UCITS ETF

Launched in February 2026, this pioneering European ETF offers passive, Shariah-compliant global equity exposure across developed and emerging markets, catering to the rising demand for Islamic finance-aligned investments.

COMPETITORS

COMPETITOR
AMG COMPARE
BEN COMPARE
BLK COMPARE
SEIC COMPARE
TROW COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Investment Advice$1.18B $1.23B ▲$1.38B ▲$1.46B ▲
Distribution and Shareholder Service$400.7M $382.7M ▼$301.8M ▼$309.9M ▲
Financial Service Other$48.5M $51M ▲$49.2M ▼$50.2M ▲
Investment Performance$6.5M $28.9M ▲$11.3M ▼$3.7M ▼

Revenue by Geography

MapREGIONQ3-2025Q4-2025Q1-2026Q2-2026
Americas$1.21B $1.24B ▲$1.32B ▲$1.39B ▲
EMEA Excluding United Kingdom$350.2M $375.8M ▲$350.1M ▼$362.6M ▲
Asia$76.8M $75.3M ▼$73.7M ▼$76M ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
202
LISTED HERE
26
RANKED BY POSITION SIZE
VTI
0.02% · 13.4M
RSP
0.23% · 6.9M
IHVV.AX
0.02% · 5.9M
SPY
0.02% · 5.5M
DFAT
0.58% · 2.5M
SCHM
0.27% · 1.2M
TMSL
0.41% · 372.7K
JHMM
0.19% · 357.7K
JMOM
0.26% · 211.0K
NUSC
0.42% · 183.5K
FNY
0.78% · 139.1K
EZM
0.42% · 122.0K
FAS
0.13% · 89.8K
SPYI
0.02% · 79.7K
PY
0.89% · 78.7K
VETS
1.00% · 71.8K
QUS.AX
0.22% · 68.1K
SPDV
1.87% · 60.4K
DSMC
1.23% · 54.7K
BKMC
0.27% · 53.3K
CSM
0.31% · 49.9K
VALT
0.37% · 41.9K
RFDA
1.47% · 37.1K
CDX
0.25% · 27.4K
SMIZ
0.32% · 27.2K
XYLD
0.02% · 20.7K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
80.31%
HOLDERS
1,016
TOP 12 OF 1,016 · RANKED BY POSITION SIZE
Massachusetts Mutual Life Insurance Co
81.3M sh · $2.15B
Blackrock Inc.
54.2M sh · $810.97M
Vanguard Group Inc
53.0M sh · $1.39B
Blackrock, Inc.
39.0M sh · $1.02B
Dimensional Fund Advisors LP
21.7M sh · $573.11M
Millennium Management LLC
21.6M sh · $525.85M
State Street Corp
21.5M sh · $565.89M
Trian Fund Management, L.P.
14.6M sh · $335.58M
Geode Capital Management, LLC
12.8M sh · $311.42M
Aqr Capital Management LLC
12.6M sh · $332.62M
Price T Rowe Associates Inc /Md/
12.1M sh · $294.34M
Blackrock Institutional Trust Company, N.A.
11.4M sh · $347.15M

RATINGS SNAPSHOT

Overall rating: C+

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity1
Return On Assets1
Debt To Equity3
Price To Earnings1
Price To Book3
Overall Score2

TRADES BY CONGRESS

HOUSE TRADES
Kevin Hern
Kevin Hern
Sale
2026-03-17
 Gilbert Cisneros
Gilbert Cisneros
Sale
2026-02-10
 Rob Bresnahan
Rob Bresnahan
Sale
2025-04-08
SENATE TRADES
Gary Peters
Gary Peters
Sale (Full)
2024-10-17

INSIDER TRADES

★
OFFICER: CHIEF FINANCIAL OFFICER
DUKES LAURA ALLISON
Sale · 52.0K shares
2026-07-02
★
OFFICER: SENIOR MANAGING DIRECTOR
Kupor Jeffrey H
Sale · 26.0K shares
2026-07-02
★
OFFICER: SENIOR MANAGING DIRECTOR
Lo Andrew Tak Shing
Purchase · 116.8K shares
2026-07-02
★
OFFICER: SENIOR MANAGING DIRECTOR
Lo Andrew Tak Shing
Sale · 116.8K shares
2026-07-02

MOST RECENT ANALYST GRADES

GRADE SUMMARY
NEUTRAL 4
BUY 3
OUTPERFORM 2
EQUAL WEIGHT 2
IN LINE 1
12 GRADES IN THE LAST 12 MONTHS
TD Cowen BUY Evercore ISI Group IN LINE RBC Capital OUTPERFORM JP Morgan NEUTRAL Barclays EQUAL WEIGHT Morgan Stanley EQUAL WEIGHT Goldman Sachs NEUTRAL BMO Capital OUTPERFORM

SECTORS PEERS

PEERPRICE
BEN$34.65COMPARE
AIZ$285.65COMPARE
GL$172.79COMPARE
SEIC$111.63COMPARE
AFG$143.62COMPARE
JEF$53.09COMPARE
OXLC$9.71COMPARE