Invesco Ltd. (IVZ) stock price, financials & research

Regular session · ET · Market data may be delayed.

GoAI snapshot

Jul 10, 2026

62/ 100

GoAI Score

Buy

Valuation

72

Undervalued

Sentiment

67

Bullish

Risk

35

Moderate Risk

Momentum

58

Neutral

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Thesis, catalysts, evidence, and risk analysis.

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Company profile

Company website

Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

Industry: Asset Management
Sector: Financial Services
Headquarters: US
CEO: Andrew Ryan Schlossberg
Listed since: Aug 24, 1995
Employees: 7,405

Market position

Day range

Current $29.51

$29.37$30.01

52-week range

Current $29.51

$20.67$33.66

Open: $30.01
Previous close: $30.09
Volume: 5.03M; 1.05× average
Average volume: 4.8M; Average daily volume
Market cap: 13.08B USD
Beta: 1.63; Market reference 1
50-day average: $31.4756; -6.24% below average
200-day average: $27.90; +5.77% above average

Financials

Financial snapshot

Latest / TTM

Valuation & yield

Enterprise value: 19.66B USD
EV / EBITDA: -50.3×
Earnings yield: -2.38%
Free cash flow yield: 12.16%

Profitability & efficiency

Return on equity: -2.30%
Return on assets: -1.04%
Return on invested capital: -1.22%

Financial health

Current ratio: 12×
Altman Z-score: 1.05
Piotroski F-score: 6 of 9

Financial statements

Margin trends

Profitability as a percentage of reported revenue.

Gross marginOperating marginNet margin

Income trends

Revenue

6.38B USD+5.11%

Operating income

−695.7M USD−1.53B USD

Net income

−281.7M USD−1.06B USD

Financial statements: Income statement
Metric (USD)	FY2025	FY2024	FY2023	FY2022	FY2021
Revenue	6.38B USD	6.07B USD	5.72B USD	6.05B USD	6.89B USD
Cost of goods sold	3.62B USD	4.04B USD	3.71B USD	3.61B USD	4.06B USD
Gross profit	2.75B USD	2.03B USD	2.01B USD	2.44B USD	2.83B USD
Selling, general, and administrative	660.5M USD	676M USD	649.7M USD	588.2M USD	522.7M USD
Operating expenses	3.45B USD	1.2B USD	2.44B USD	1.12B USD	1.05B USD
Interest income	53.9M USD	58.9M USD	47.8M USD	24.4M USD	25.2M USD
Interest expense	82.5M USD	58M USD	70.5M USD	85.2M USD	94.7M USD
Depreciation and amortization	155.9M USD	179.6M USD	182.8M USD	195.3M USD	205.3M USD
Operating income	−695.7M USD	832.1M USD	−434.8M USD	1.32B USD	1.79B USD
Net income	−281.7M USD	774.8M USD	−96.9M USD	920.7M USD	1.63B USD

Company facts updated Oct 9, 2026.

Earnings

EPS beat rate: 73%; 8 beats, 3 misses, 0 met estimates
Average EPS surprise: +6.41%; 11 comparable reports
Latest EPS result: 0.71; Estimate 0.67 · Beat by 6.61%

EPS: actual versus estimate

Recent quarterly results

ActualEstimate

Revenue: actual versus estimate

Recent quarterly results

ActualEstimate

Latest fiscal-year EPS: -1.6; FY2025 · -235.59% year over year
Latest fiscal-year revenue: 6.38B USD; FY2025 · +5.11% year over year
Next fiscal-year EPS consensus: 2.81; FY2026 · 8 analysts
Next fiscal-year revenue consensus: 5.41B USD; FY2026 · 5 analysts

Annual EPS trend

Reported history and fiscal-year consensus

ReportedConsensus forecast

Annual revenue trend

Reported history and fiscal-year consensus

ReportedConsensus forecast

Analyst ratings

Third-party consensus; not a GoAI recommendation.

Rating distribution

28 ratings

Strong buy00%

Buy1243%

Hold1657%

Sell00%

Strong sell00%

Recent analyst actions

12 institutions

IVZ news

zacks.comOct 9, 2026

Are You Looking for a High-Growth Dividend Stock?

Dividends are one of the best benefits to being a shareholder, but finding a great dividend stock is no easy task. Does Invesco (IVZ) have what it takes?

Read source

prnewswire.comOct 9, 2026

Invesco Ltd. Announces September 30, 2026 Assets Under Management

ATLANTA, Oct. 9, 2026 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ)1, a leading global asset management firm, announced today preliminary month-end assets under management (AUM) of $2,537.8 billion, a decrease of 0.9% versus…

Read source

zacks.comOct 7, 2026

Why Invesco (IVZ) is a Top Growth Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Read source

fool.comOct 7, 2026

iShares Consumer Staples ETF vs Invesco Equal Weight Fund: Which Is the Better Buy?

iShares U.S. Consumer Staples ETF has a lower expense ratio and much larger assets under management than Invesco S&P 500 Equal Weight Consumer Staples ETF. Invesco S&P 500 Equal Weight Consumer Staples ETF provides a…

Read source

247wallst.comOct 7, 2026

Here Are Wednesday’s Top Wall Street Analyst Research Calls: Abbott Laboratories, AppFolio, Delek US Holdings, Flutter Entertainment, Honeywell Aerospace, Intuitive Surgical, Marvell, NetApp, and More

Stocks shattered records again Tuesday while oil surged, gold hit new highs, and crypto swung wildly, setting the stage for a fresh wave of analyst moves on names like Marvell, Intuitive Surgical, and NetApp that could…

Read source

247wallst.comOct 5, 2026

A New ETF Is Betting the S&P 500 Hits 10,000 and Almost Nobody Is Buying It

Roundhill just launched an ETF built on a single bold bet: the S&P 500 reaches 10,000 by 2030. The fund got a prime-time Bloomberg panel and a notable Invesco executive alongside it, yet investors are treating it like it…

Read source

Corporate actions

Annual dividends per share

Cash distributions grouped by calendar year; partial years are marked.

$0.835

2025 complete year+10.6% since 2021

2026 partial: $0.64

$0.755

2,021

$0.7325

2,022

$0.7875

2,023

$0.815

2,024

$0.835

2,025

$0.64

2,026*

* Partial calendar year in the available dividend history.

Corporate action history

Action	Ex-dividend date	Details	Record date	Payment date
Dividend	Aug 14, 2026	$0.215Quarterly	Aug 14, 2026	Sep 2, 2026
Dividend	May 15, 2026	$0.215Quarterly	May 15, 2026	Jun 2, 2026
Dividend	Feb 13, 2026	$0.21Quarterly	Feb 13, 2026	Mar 3, 2026
Dividend	Nov 14, 2025	$0.21Quarterly	Nov 14, 2025	Dec 2, 2025
Dividend	Aug 14, 2025	$0.21Quarterly	Aug 14, 2025	Sep 2, 2025
Dividend	May 14, 2025	$0.21Quarterly	May 14, 2025	Jun 3, 2025