IVZ Stock - Invesco Ltd.
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Financial Statements
| Metric | FY2024 | FY2023 | FY2022 | FY2021 | FY2020 |
|---|---|---|---|---|---|
| Revenue | $6.07B | $5.72B | $6.05B | $6.89B | $6.15B |
| Gross Profit | $2.03B | $2.01B | $2.44B | $2.83B | $2.39B |
| Gross Margin | 33.4% | 35.1% | 40.3% | 41.1% | 38.9% |
| Operating Income | $832.10M | $-434,800,000 | $1.32B | $1.79B | $920.40M |
| Net Income | $774.80M | $-96,900,000 | $920.70M | $1.63B | $761.60M |
| Net Margin | 12.8% | -1.7% | 15.2% | 23.6% | 12.4% |
| EPS | $1.18 | $-0.73 | $1.50 | $3.01 | $1.14 |
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Visit WebsiteRating Distribution
Price Targets
Recent Analyst Actions
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| December 17th 2025 | Deutsche Bank | Upgrade | Buy | $31 |
| October 3rd 2025 | BMO Capital Markets | Initiation | Outperform | $28 |
| July 21st 2025 | TD Cowen | Upgrade | Buy | $25 |
| July 11th 2025 | Wells Fargo | Upgrade | Equal Weight | $18 |
| April 9th 2025 | TD Cowen | Downgrade | Hold | $13← $22 |
| September 12th 2024 | Wells Fargo | Initiation | Underweight | $16 |
| August 27th 2024 | Barclays | Initiation | Equal Weight | $18 |
| January 4th 2024 | TD Cowen | Initiation | Outperform | $21 |
| December 14th 2023 | Keefe Bruyette | Upgrade | Outperform | $20← $15.5 |
| July 10th 2023 | BMO Capital Markets | Resumed | Market Perform | $21← $15 |
| May 19th 2023 | Citigroup | Initiation | Neutral | $16 |
| March 29th 2023 | Credit Suisse | Upgrade | Neutral | $15← $14.5 |
| January 10th 2023 | UBS | Downgrade | Neutral | $20← $19 |
| December 15th 2022 | Wells Fargo | Initiation | Overweight | $22 |
| October 26th 2022 | Credit Suisse | Downgrade | Underperform | $11.5← $13 |
Earnings History & Surprises
IVZEPS Surprise History
Quarterly EPS Details
| Period | Report Date | Estimated EPS | Actual EPS | Surprise | Result |
|---|---|---|---|---|---|
Q2 2026 | Apr 20, 2026 | — | — | — | — |
Q1 2026 | Jan 27, 2026 | $0.57 | — | — | — |
Q4 2025 | Oct 28, 2025 | $0.44 | $0.61 | +38.6% | ✓ BEAT |
Q3 2025 | Jul 22, 2025 | $0.41 | $0.36 | -12.2% | ✗ MISS |
Q2 2025 | Apr 22, 2025 | $0.39 | $0.44 | +12.8% | ✓ BEAT |
Q1 2025 | Jan 28, 2025 | $0.49 | $0.52 | +6.1% | ✓ BEAT |
Q4 2024 | Oct 22, 2024 | $0.43 | $0.44 | +1.9% | ✓ BEAT |
Q3 2024 | Jul 23, 2024 | $0.40 | $0.43 | +7.9% | ✓ BEAT |
Q2 2024 | Apr 23, 2024 | $0.40 | $0.33 | -17.5% | ✗ MISS |
Q1 2024 | Jan 23, 2024 | $0.39 | $0.47 | +20.5% | ✓ BEAT |
Q4 2023 | Oct 24, 2023 | $0.36 | $0.35 | -2.8% | ✗ MISS |
Q3 2023 | Jul 25, 2023 | $0.39 | $0.31 | -20.5% | ✗ MISS |
Q2 2023 | Apr 25, 2023 | $0.37 | $0.38 | +2.7% | ✓ BEAT |
Q1 2023 | Jan 24, 2023 | $0.36 | $0.39 | +8.3% | ✓ BEAT |
Q4 2022 | Oct 25, 2022 | $0.41 | $0.34 | -17.1% | ✗ MISS |
Q3 2022 | Jul 27, 2022 | $0.52 | $0.39 | -25.0% | ✗ MISS |
Q2 2022 | Apr 26, 2022 | $0.61 | $0.56 | -8.2% | ✗ MISS |
Q1 2022 | Jan 25, 2022 | $0.76 | $0.86 | +13.2% | ✓ BEAT |
Q4 2021 | Oct 26, 2021 | $0.73 | $0.77 | +5.5% | ✓ BEAT |
Q3 2021 | Jul 27, 2021 | $0.70 | $0.78 | +11.4% | ✓ BEAT |
Latest News
Morgan Stanley Maintains Equal-Weight on Invesco, Raises Price Target to $28
➖ NeutralInvestco, Galaxy Expand Access To Solana
➖ NeutralBMO Capital Maintains Outperform on Invesco, Raises Price Target to $30
📈 PositiveInvesco Partners With LGT Capital Partners To Develop Multi-Alternative Private Markets Solutions With Initial Focus On U.S. Wealth And Retirement Channels
📈 PositiveRBC Capital Maintains Sector Perform on Invesco, Raises Price Target to $25
➖ NeutralGoldman Sachs Maintains Neutral on Invesco, Raises Price Target to $26.5
➖ NeutralInvesco Q3 Adj. EPS $0.61 Beats $0.45 Estimate, Sales $1.186B Beat $1.167B Estimate
📈 PositiveEvercore ISI Group Maintains In-Line on Invesco, Raises Price Target to $26
📈 PositiveMorgan Stanley Maintains Equal-Weight on Invesco, Raises Price Target to $26
➖ NeutralBMO Capital Initiates Coverage On Invesco with Outperform Rating, Announces Price Target of $28
📈 PositiveInvesco shares are trading higher after B of A Securities maintained a Neutral rating on the stock and raised its price target from $23 to $25.
📈 PositiveB of A Securities Maintains Neutral on Invesco, Raises Price Target to $25
➖ NeutralEvercore ISI Group Maintains In-Line on Invesco, Raises Price Target to $24
📈 PositiveInvesco sees 0.3% lower AUM as of April-end
📉 NegativeInvesco Q1 earnings top consensus, operating leverage improves
📈 PositiveFrequently Asked Questions about IVZ
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