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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

8508

Key Details

Price

$12.97(+1.49%)

Market cap

$5.81B(Mid cap)

Last Dividend

$0.20

TTM Dividend yield

6.32%

Annual revenue

$6.07B(+6.13% YoY)

Annual EPS

$1.18(+261.64% YoY)

PE ratio

10.99

Next earnings date

Apr 22, 2025

Next ex-dividend date

N/A

Next split date

N/A

Price

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Current Price

$12.97
IVZ price is $12.97

30-Day Relative Volume

0.88
IVZ 30-day relative volume is 0.88

Price Performance

Price Today change

+1.49%
IVZ price is up +1.49% today

Price YTD change

-25.8%
IVZ price is down -25.8% since January 1st

Price 1-year change

-15.45%
IVZ price is down -15.45% year-on-year

Price 3-year change

-38.24%
IVZ price is down -38.24% over the past 3 years

Price Range

Price All-time high

$51.10
IVZ price is currently -74.62% below its historical high of $51.10

Price 3-year low

$11.60
IVZ price is currently +11.81% above its 3-year low

Capitalization

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Market cap

Market cap

$5.81B
IVZ market capitalization is $5.81 billion

Market cap 3-year change

-39.21%
IVZ market capitalization is down -39.21% over the past 3 years

Market cap All-time high

$85.32B
IVZ market capitalization is currently -93.19% below its historical high of $85.32 billion

Market cap sector rank

81.03%
IVZ market capitalization is higher than 81.03% of companies in Financial Services sector

Shares Outstanding

Shares Outstanding 1-Year Change

-0.44%
IVZ shares outstanding is down -0.44% year-on-year

Shares Outstanding 3-Year Change

-1.58%
IVZ shares outstanding is down -1.58% over the past 3 years

Technical Indicators

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Beta

1.37
IVZ beta is 1.37

200-day SMA

$16.89
IVZ price is currently -23.23% below its 200-day simple moving average

50-day SMA

$16.12
IVZ price is currently -19.55% below its 50-day simple moving average

RSI

36.71
IVZ 14-day relative strength index is 36.71

Volume

0.88
IVZ 30-day relative volume is 0.88

ATR

$0.88
IVZ average true range is $0.88

10-day Historical Volatility

107.79%
IVZ 10-day historical volatility is 107.79%

Dividend

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Events

Last Paid Dividend

$0.20
IVZ last dividend was $0.20 per share, with an ex-dividend date of February 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

44.46%
IVZ annual dividend per share is higher than 44.46% 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

6.28%
IVZ annual dividend yield is 6.28%

Dividend yield Sector Rank

62.26%
IVZ annual dividend yield is higher than 62.26% 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

$4.57B
IVZ annual revenue is currently +32.77% 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

89.22%
IVZ annual revenue is higher than 89.22% of companies in Financial Services sector

EPS

EPS

$1.18
IVZ annual earnings per share is $1.18

EPS Analysts estimate

$1.72
IVZ annual earnings per share is currently -31.40% 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

45.63%
IVZ annual earnings per share is higher than 45.63% 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

10.99
IVZ price to earnings ratio is 10.99

PE ratio Sector rank

40.15%
IVZ price to earnings ratio is higher than 40.15% of companies in Financial Services sector

PB Ratio

PB ratio

0.55
IVZ price to book ratio is 0.55

PB ratio Sector rank

13.93%
IVZ price to book ratio is higher than 13.93% of companies in Financial Services sector

PS Ratio

PS ratio

0.96
IVZ price to sales ratio is 0.96

PS ratio Sector rank

14.75%
IVZ price to sales ratio is higher than 14.75% of companies in Financial Services sector

Enterprise value

Enterprise value

$11.86B
IVZ enterprise value is $11.86 billion

Enterprise value Sector rank

84.98%
IVZ enterprise value is higher than 84.98% of companies in Financial Services sector

EV/EBITDA

EV/EBITDA

9.80
IVZ EV/EBITDA is 9.80

EV/EBITDA Sector rank

82.65%
IVZ EV/EBITDA is higher than 82.65% 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

1.10
IVZ altman z-score is 1.10

Analyst ratings

Recent major analysts updates

Apr 11, 25 Evercore ISI Group
In-Line
Apr 9, 25 TD Cowen
Hold
Apr 8, 25 Wells Fargo
Underweight
Apr 3, 25 Goldman Sachs
Neutral
Apr 3, 25 B of A Securities
Neutral
Mar 31, 25 Citigroup
Neutral
Feb 6, 25 Morgan Stanley
Equal-Weight
Feb 3, 25 UBS
Neutral
Jan 29, 25 Wells Fargo
Underweight
Jan 29, 25 Keefe, Bruyette & Woods
Market Perform

Institutional Ownership

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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 $0.20, with an ex-dividend date on February 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 Jan 28, 2025

When does Invesco report earnings?

The next expected earnings date for Invesco is Apr 22, 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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