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Invesco (IVZ)

Profile

Full Name

Invesco Ltd.

Ticker Symbol

IVZ

Exchange

NYSE

Sector

Financial Services

Industry

Asset Management

Country

United States

IPO

August 25, 1995

Indexes

S&P 500

Website

http://www.invesco.com

Employees

8495

Key Details

Price

$15.77(+0.45%)

Market cap

$7.06B(Mid cap)

Last Dividend

$0.21

TTM Dividend yield

5.23%

Annual revenue

$6.07B(+6.13% YoY)

Annual EPS

$1.18(+261.64% YoY)

PE ratio

12.62

Next earnings date

Jul 23, 2025

Next ex-dividend date

N/A

Next split date

N/A

Quick Search

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    Analyst ratings

    Price

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    Current Price

    $15.77
    IVZ price is $15.77

    30-Day Relative Volume

    0.73
    IVZ 30-day relative volume is 0.73

    Price Performance

    Price Today change

    +0.45%
    IVZ price is up +0.45% today

    Price YTD change

    -9.78%
    IVZ price is down -9.78% since January 1st

    Price 1-year change

    +5.41%
    IVZ price is up +5.41% year-on-year

    Price 3-year change

    -2.23%
    IVZ price is down -2.23% over the past 3 years

    Price Range

    Price All-time high

    $51.10
    IVZ price is currently -69.14% below its historical high of $51.10

    Price 3-year low

    $11.60
    IVZ price is currently +35.95% above its 3-year low

    Capitalization

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    Market cap

    Market cap

    $7.06B
    IVZ market capitalization is $7.06 billion

    Market cap 3-year change

    -3.82%
    IVZ market capitalization is down -3.82% over the past 3 years

    Market cap All-time high

    $85.32B
    IVZ market capitalization is currently -91.73% below its historical high of $85.32 billion

    Market cap sector rank

    82.84%
    IVZ market capitalization is higher than 82.84% of companies in Financial Services sector

    Shares Outstanding

    Shares Outstanding 1-Year Change

    -0.51%
    IVZ shares outstanding is down -0.51% year-on-year

    Shares Outstanding 3-Year Change

    -1.64%
    IVZ shares outstanding is down -1.64% over the past 3 years

    Technical Indicators

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    Beta

    1.45
    IVZ beta is 1.45

    200-day SMA

    $16.45
    IVZ price is currently -4.16% below its 200-day simple moving average

    50-day SMA

    $14.60
    IVZ price is currently +7.98% above its 50-day simple moving average

    RSI

    65.68
    IVZ 14-day relative strength index is 65.68

    Volume

    0.73
    IVZ 30-day relative volume is 0.73

    ATR

    $0.34
    IVZ average true range is $0.34

    10-day Historical Volatility

    21.16%
    IVZ 10-day historical volatility is 21.16%

    Dividend

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    Events

    Last Paid Dividend

    $0.21
    IVZ last dividend was $0.21 per share, with an ex-dividend date of May 14, 2025

    Next Dividend

    -
    IVZ next dividend has not yet been announced

    Dividend per share

    Dividend per share

    $0.81
    IVZ annual dividend per share is $0.81

    Dividend per share Sector Rank

    44.01%
    IVZ annual dividend per share is higher than 44.01% of companies in Financial Services sector

    Dividend per share 1-Year Change

    +3.49%
    IVZ annual dividend per share is up +3.49% year-on-year

    Dividend per share 3-Year Change

    +22.56%
    IVZ annual dividend per share is up +22.56% over the past 3 years

    Dividend yield

    Dividend yield

    5.17%
    IVZ annual dividend yield is 5.17%

    Dividend yield Sector Rank

    57.11%
    IVZ annual dividend yield is higher than 57.11% of companies in Financial Services sector

    Other

    Payout ratio

    78.51%
    IVZ annual payout ratio is 78.51%

    Dividends paid

    $608.30M
    IVZ annual dividends paid is $608.30 million

    Free cash flow

    $1.12B
    IVZ annual free cash flow is $1.12 billion

    Income Statement

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    Revenue

    Revenue

    $6.07B
    IVZ annual revenue is $6.07 billion

    Revenue Analysts estimate

    $4.41B
    IVZ annual revenue is currently +37.62% higher than the consensus analysts' forecast

    Revenue 1-year change

    +6.13%
    IVZ annual revenue is up +6.13% year-on-year

    Revenue Sector rank

    89.45%
    IVZ annual revenue is higher than 89.45% of companies in Financial Services sector

    EPS

    EPS

    $1.18
    IVZ annual earnings per share is $1.18

    EPS Analysts estimate

    $1.68
    IVZ annual earnings per share is currently -29.76% lower than the consensus analysts' forecast

    EPS 1-year change

    +261.64%
    IVZ annual earnings per share is up +261.64% year-on-year

    EPS Sector rank

    46.03%
    IVZ annual earnings per share is higher than 46.03% of companies in Financial Services sector

    Profit

    Gross profit

    $2.03B
    IVZ annual gross profit is $2.03 billion

    Gross margin

    33.41%
    IVZ annual gross profit margin is 33.41%

    Operating profit

    $832.10M
    IVZ annual operating income is $832.10 million

    Operating margin

    13.72%
    IVZ annual operating profit margin is 13.72%

    Net income

    $774.80M
    IVZ annual net profit is $774.80 million

    Net margin

    12.77%
    IVZ annual net profit margin is 12.77%

    Expenses

    Total expenses

    $5.23B
    IVZ annual total expenses is $5.23 billion

    Operating expenses

    $1.20B
    IVZ annual total operating expenses is $1.20 billion

    Cost of goods sold

    $4.04B
    IVZ annual cost of goods sold is $4.04 billion

    Selling, general & administrative expenses

    $676.00M
    IVZ annual SGA is $676.00 million

    Depreciation and amortization

    $179.60M
    IVZ annual depreciation & amortization is $179.60 million

    Interest expense

    $58.00M
    IVZ annual interest expense is $58.00 million

    Income tax

    $252.90M
    IVZ annual income tax is $252.90 million

    EBIT & EBITDA

    EBIT

    $1.06B
    IVZ annual earnings before interest & taxes is $1.06 billion

    EBITDA

    $1.11B
    IVZ annual EBITDA is $1.11 billion

    Balance Sheet

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    Assets

    Total assets

    $27.01B
    IVZ annual total assets is $27.01 billion

    Non current assets

    $24.40B
    IVZ annual long term assets is $24.40 billion

    Current assets

    $2.61B
    IVZ annual total current assets is $2.61 billion

    Cash and cash equivalents

    $1.50B
    IVZ annual cash & cash equivalents is $1.50 billion

    Accounts receivable

    $1.11B
    IVZ annual accounts receivable is $1.11 billion

    Inventory

    -
    IVZ annual inventory value is unknown

    Liabilities

    Total liabilities

    $11.34B
    IVZ annual total liabilities is $11.34 billion

    Long term liabilities

    $10.51B
    IVZ annual total long term liabilities is $10.51 billion

    Current liabilities

    $830.40M
    IVZ annual total current liabilities is $830.40 million

    Accounts payable

    $30.60M
    IVZ annual accounts payable is $30.60 million

    Debt

    Total debt

    $7.55B
    IVZ annual total debt is $7.55 billion

    Total debt 1-year change

    -16.57%
    IVZ annual total debt is down -16.57% year-on-year

    Long term debt

    $7.55B
    IVZ annual long term debt is $7.55 billion

    Short term debt

    -
    IVZ annual short term debt value is unknown

    Equity & Capital

    Shareholders equity

    $14.56B
    IVZ annual stockholders equity is $14.56 billion

    Book value

    $10.55B
    IVZ annual book value is $10.55 billion

    Retained earnings

    $6.99B
    IVZ annual retained earnings is $6.99 billion

    Working capital

    $1.78B
    IVZ annual working capital is $1.78 billion

    Cash Flow Statement

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    Cashflow Activities

    Cash from operations

    $1.19B
    IVZ annual cash flow from operations is $1.19 billion

    Cash from operations 1-year change

    -8.52%
    IVZ annual cash flow from operations is down -8.52% year-on-year

    Cash from investing

    $68.40M
    IVZ annual cash flow from investing activities is $68.40 million

    Cash from investing 1-year change

    +128%
    IVZ annual cash flow from investing activities is up +128% year-on-year

    Cash from financing

    -$1.66B
    IVZ annual cash flow from financing activities is -$1.66 billion

    Cash from financing 1-year change

    -183.84%
    IVZ annual cash flow from financing activities is down -183.84% year-on-year

    CAPEX

    CAPEX

    $69.10M
    IVZ annual capital expenditures is $69.10 million

    CAPEX 1-year change

    -57.94%
    IVZ annual capital expenditures is down -57.94% year-on-year

    Free Cash Flow

    Free cash flow

    $1.12B
    IVZ annual free cash flow is $1.12 billion

    Free cash flow 1-year change

    -1.37%
    IVZ annual free cash flow is down -1.37% year-on-year

    Profitability Ratios

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    Margins

    Gross margin

    33.41%
    IVZ annual gross profit margin is 33.41%

    Operating margin

    13.72%
    IVZ annual operating profit margin is 13.72%

    Net margin

    12.77%
    IVZ annual net profit margin is 12.77%

    ROA & ROE

    ROA

    2.77%
    IVZ annual return on assets is 2.77%

    ROE

    4.91%
    IVZ annual return on equity is 4.91%

    Valuation

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    PE Ratio

    PE ratio

    12.62
    IVZ price to earnings ratio is 12.62

    PE ratio Sector rank

    37.66%
    IVZ price to earnings ratio is higher than 37.66% of companies in Financial Services sector

    PB Ratio

    PB ratio

    0.66
    IVZ price to book ratio is 0.66

    PB ratio Sector rank

    14.57%
    IVZ price to book ratio is higher than 14.57% of companies in Financial Services sector

    PS Ratio

    PS ratio

    1.15
    IVZ price to sales ratio is 1.15

    PS ratio Sector rank

    16.73%
    IVZ price to sales ratio is higher than 16.73% of companies in Financial Services sector

    Enterprise value

    Enterprise value

    $6.15B
    IVZ enterprise value is $6.15 billion

    Enterprise value Sector rank

    79.37%
    IVZ enterprise value is higher than 79.37% of companies in Financial Services sector

    EV/EBITDA

    EV/EBITDA

    4.85
    IVZ EV/EBITDA is 4.85

    EV/EBITDA Sector rank

    60.93%
    IVZ EV/EBITDA is higher than 60.93% of companies in Financial Services sector

    Financial Health

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    Liquidity

    Current ratio

    3.14
    IVZ annual current ratio is 3.14

    Quick ratio

    -
    IVZ annual quick ratio value is unknown

    Leverage

    Debt to equity

    0.49
    IVZ annual debt to equity ratio is 0.49

    Interest coverage ratio

    18.33
    IVZ annual interest coverage ratio is 18.33

    Risk & Stability

    Piotroski F-Score

    9
    IVZ piotroski f-score is 9

    Altman Z-Score

    1.17
    IVZ altman z-score is 1.17

    Analyst ratings

    Recent major analysts updates

    Jun 12, 25 Goldman Sachs
    Neutral
    Jun 9, 25 Barclays
    Equal-Weight
    Apr 23, 25 Goldman Sachs
    Neutral
    Apr 23, 25 Evercore ISI Group
    In-Line
    Apr 23, 25 Barclays
    Equal-Weight
    Apr 17, 25 Morgan Stanley
    Equal-Weight
    Apr 16, 25 JP Morgan
    Neutral
    Apr 16, 25 Barclays
    Equal-Weight
    Apr 14, 25 Goldman Sachs
    Neutral
    Apr 11, 25 Evercore ISI Group
    In-Line

    Institutional Ownership

    Screeners with IVZ included

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    • What is the ticker symbol for Invesco?
    • Does Invesco pay dividends?
    • What sector is Invesco in?
    • What industry is Invesco in?
    • What country is Invesco based in?
    • When did Invesco go public?
    • Is Invesco in the S&P 500?
    • Is Invesco in the NASDAQ 100?
    • Is Invesco in the Dow Jones?
    • When was Invesco's last earnings report?
    • When does Invesco report earnings?
    • Should I buy Invesco stock now?

    What is the ticker symbol for Invesco?

    The ticker symbol for Invesco is NYSE:IVZ

    Does Invesco pay dividends?

    Yes, Invesco pays dividends. The last payment was $0.21, with an ex-dividend date on May 14, 2025

    What sector is Invesco in?

    Invesco is in the Financial Services sector

    What industry is Invesco in?

    Invesco is in the Asset Management industry

    What country is Invesco based in?

    Invesco is headquartered in United States

    When did Invesco go public?

    Invesco's initial public offering (IPO) was on August 25, 1995

    Is Invesco in the S&P 500?

    Yes, Invesco is included in the S&P 500 index

    Is Invesco in the NASDAQ 100?

    No, Invesco is not included in the NASDAQ 100 index

    Is Invesco in the Dow Jones?

    No, Invesco is not included in the Dow Jones index

    When was Invesco's last earnings report?

    Invesco's most recent earnings report was on Apr 22, 2025

    When does Invesco report earnings?

    The next expected earnings date for Invesco is Jul 23, 2025

    Should I buy Invesco stock now?

    As of today, analysts generally recommend a 'Hold' rating. However, it's important to do your own research and consider your financial situation before making any investment decisions
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