Invesco Company Profile (NYSE:IVZ)

About Invesco (NYSE:IVZ)

Invesco logoInvesco Ltd. (Invesco) is an independent investment management company. The Company provides a range of investment capabilities and outcomes, which are delivered through a set of investment vehicles, to help clients achieve their investment objectives. It has a presence in the retail and institutional markets within the investment management industry in North America; Europe, Middle East and Africa (EMEA), and Asia-Pacific. Its Jemstep solution provides wealth management home offices and their advisors with a suite of technology solutions that are customizable and are integrated into existing systems. The solution offers advisors an open architecture platform that includes Invesco's fundamental and factor-based investment strategies. It offers retail products within various asset classes. It offers a suite of domestic and global strategies, including traditional and quantitative equities, fixed income and absolute return strategies.

Industry, Sector and Symbol:
  • Sector: Finance
  • Industry: Asset Management
  • Sub-Industry: Asset Management & Custody Banks
  • Symbol: NYSE:IVZ
  • CUSIP: G491BT10
  • Web:
  • Market Cap: $13.02 billion
  • Outstanding Shares: 406,856,000
Average Prices:
  • 50 Day Moving Avg: $31.71
  • 200 Day Moving Avg: $31.38
  • 52 Week Range: $23.01 - $33.47
  • Trailing P/E Ratio: 14.56
  • Foreward P/E Ratio: 11.59
  • P/E Growth: 1.24
Sales & Book Value:
  • Annual Revenue: $4.78 billion
  • Price / Sales: 2.72
  • Book Value: $18.83 per share
  • Price / Book: 1.70
  • Annual Dividend: $1.12
  • Dividend Yield: 3.6%
  • EBIDTA: $1.34 billion
  • Net Margins: 18.04%
  • Return on Equity: 11.79%
  • Return on Assets: 3.94%
  • Debt-to-Equity Ratio: 0.76%
  • Current Ratio: 1.69%
  • Quick Ratio: 1.69%
  • Average Volume: 2.88 million shs.
  • Beta: 1.82
  • Short Ratio: 1.97

Frequently Asked Questions for Invesco (NYSE:IVZ)

What is Invesco's stock symbol?

Invesco trades on the New York Stock Exchange (NYSE) under the ticker symbol "IVZ."

How often does Invesco pay dividends? What is the dividend yield for Invesco?

Invesco announced a quarterly dividend on Thursday, April 27th. Investors of record on Friday, May 12th will be given a dividend of $0.29 per share on Friday, June 2nd. This represents a $1.16 annualized dividend and a dividend yield of 3.63%. The ex-dividend date is Wednesday, May 10th. This is a positive change from Invesco's previous quarterly dividend of $0.28. View Invesco's Dividend History.

How were Invesco's earnings last quarter?

Invesco Ltd. (NYSE:IVZ) announced its quarterly earnings data on Thursday, April, 27th. The company reported $0.61 earnings per share for the quarter, topping the Thomson Reuters' consensus estimate of $0.56 by $0.05. The company earned $1.19 billion during the quarter, compared to analyst estimates of $1.22 billion. Invesco had a net margin of 18.04% and a return on equity of 11.79%. The firm's quarterly revenue was down .2% on a year-over-year basis. During the same quarter in the previous year, the company posted $0.49 EPS. View Invesco's Earnings History.

Where is Invesco's stock going? Where will Invesco's stock price be in 2017?

11 analysts have issued 12 month price objectives for Invesco's stock. Their forecasts range from $33.00 to $37.00. On average, they expect Invesco's stock price to reach $35.30 in the next year. View Analyst Ratings for Invesco.

What are analysts saying about Invesco stock?

Here are some recent quotes from research analysts about Invesco stock:

  • 1. According to Zacks Investment Research, "Invesco’s shares significantly underperformed the Zacks categorized Investment Management industry over the last six months. The company’s higher debt levels could restrict it from procuring additional finance for working capital and other needs. Also, several factors may lead to amortization of the company’s goodwill and intangible assets, which in turn will likely have an adverse effect on its profitability. Nevertheless, its strong balance sheet position along with improving AUM keeps it well poised for bottom-line growth. Also, decreasing expenses will likely help in improving profitability in the near term. Further, the company is expected to continue enhancing shareholder value through its efficient capital deployment activities." (3/14/2017)
  • 2. Jefferies Group LLC analysts commented, "Following 4Q16 results our estimates for 2017 decline approx. 7%. This reflects challenges within revenue (other revs and fee rate) as well as slightly higher expense levels. While currency headwinds remain a burden to improving profitability, flow trends have been relatively solid. IVZ is off to a solid start to the year with over $1.6B of inflows in January and a strong institutional backlog." (1/27/2017)

Who are some of Invesco's key competitors?

Who owns Invesco stock?

Invesco's stock is owned by a number of of retail and institutional investors. Top institutional shareholders include Vanguard Group Inc. (9.93%), BlackRock Inc. (7.94%), State Street Corp (4.78%), JPMorgan Chase & Co. (2.72%), Bank of New York Mellon Corp (2.32%) and American Century Companies Inc. (2.23%). Company insiders that own Invesco stock include Andrew Tak Shing Lo, Ben F Johnson III, Colin Meadows, Edward P Lawrence, Karen Dunn Kelley, Martin L Flanagan and Philip Taylor. View Institutional Ownership Trends for Invesco.

Who sold Invesco stock? Who is selling Invesco stock?

Invesco's stock was sold by a variety of institutional investors in the last quarter, including Wellington Management Group LLP, Victory Capital Management Inc., Credit Suisse AG, Teacher Retirement System of Texas, WBI Investments Inc., FMR LLC, Sit Investment Associates Inc. and Stevens Capital Management LP. Company insiders that have sold Invesco stock in the last year include Andrew Tak Shing Lo, Colin Meadows, Edward P Lawrence, Karen Dunn Kelley and Philip Taylor. View Insider Buying and Selling for Invesco.

Who bought Invesco stock? Who is buying Invesco stock?

Invesco's stock was bought by a variety of institutional investors in the last quarter, including BlackRock Inc., Kiltearn Partners LLP, American Century Companies Inc., Massachusetts Financial Services Co. MA, Vanguard Group Inc., TCW Group Inc., Renaissance Technologies LLC and Sound Shore Management Inc. CT. View Insider Buying and Selling for Invesco.

How do I buy Invesco stock?

Shares of Invesco can be purchased through any online brokerage account. Popular online brokerages include Vanguard Brokerage Services, TD Ameritrade, E*TRADE, Scottrade, Fidelity and Charles Schwab.

How much does a share of Invesco stock cost?

One share of Invesco stock can currently be purchased for approximately $32.00.

Analyst Ratings

Consensus Ratings for Invesco (NYSE:IVZ) (?)
Ratings Breakdown: 4 Hold Ratings, 6 Buy Ratings, 1 Strong Buy Rating
Consensus Rating:Buy (Score: 2.73)
Consensus Price Target: $35.30 (10.31% upside)

Analysts' Ratings History for Invesco (NYSE:IVZ)
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
5/17/2017Jefferies Group LLCReiterated RatingBuy$35.00HighView Rating Details
4/28/2017Deutsche Bank AGBoost Price TargetHold$32.00 -> $33.00LowView Rating Details
4/7/2017Credit Suisse Group AGReiterated RatingHold$34.00LowView Rating Details
3/15/2017Goldman Sachs Group IncUpgradeNeutral -> Conviction-Buy$30.00 -> $37.00HighView Rating Details
1/31/2017Wells Fargo & CoReiterated RatingOutperform$34.00N/AView Rating Details
1/25/2017Citigroup IncBoost Price Target$33.00N/AView Rating Details
1/12/2017JPMorgan Chase & Co.Reiterated RatingOverweightN/AView Rating Details
12/17/2016Morgan StanleyReiterated RatingOverweightN/AView Rating Details
12/13/2016Keefe, Bruyette & WoodsReiterated RatingOutperform -> Market PerformN/AView Rating Details
10/13/2016Barclays PLCBoost Price TargetOverweight$36.00 -> $37.00N/AView Rating Details
9/26/2016Bank of America CorpReiterated RatingBuy$37.00 -> $37.00N/AView Rating Details
4/2/2016Piper Jaffray CompaniesReiterated RatingBuy$41.00N/AView Rating Details
1/31/2016William BlairReiterated RatingMarket PerformN/AView Rating Details
1/29/2016Royal Bank of CanadaLower Price TargetOutperform$43.00 -> $39.00N/AView Rating Details
10/21/2015ArgusLower Price TargetBuy$46.00 -> $38.00N/AView Rating Details
10/9/2015Susquehanna Bancshares IncLower Price TargetPositive$39.00 -> $38.00N/AView Rating Details
(Data available from 5/27/2015 forward)


Earnings History for Invesco (NYSE:IVZ)
Earnings by Quarter for Invesco (NYSE:IVZ)
Earnings History by Quarter for Invesco (NYSE:IVZ)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
4/27/2017Q1 2017$0.56$0.61$1.22 billion$1.19 billionViewN/AView Earnings Details
1/26/2017Q416$0.58$0.59$867.07 million$1.19 billionViewN/AView Earnings Details
10/27/2016Q316$0.61$0.60$1.23 billion$1.20 billionViewListenView Earnings Details
7/28/2016Q216$0.54$0.56$853.16 million$1.19 billionViewListenView Earnings Details
4/28/2016Q116$0.54$0.49$857.69 million$1.15 billionViewListenView Earnings Details
1/28/2016Q415$0.60$0.58$885.53 million$886.10 millionViewListenView Earnings Details
10/29/2015Q315$0.62$0.61$913.74 million$903.00 millionViewListenView Earnings Details
7/30/2015Q215$0.62$0.63$909.46 million$936.60 millionViewListenView Earnings Details
4/30/2015Q115$0.60$0.63$894.34 million$917.50 millionViewN/AView Earnings Details
1/29/2015Q414$0.62$0.63$1.33 billion$905.80 millionViewN/AView Earnings Details
10/30/2014Q314$0.62$0.64$1.33 billion$913.70 billionViewN/AView Earnings Details
7/31/2014Q214$0.58$0.65$1.29 billion$981.00 millionViewN/AView Earnings Details
5/1/2014Q114$0.55$0.60$1.26 billion$887.80 millionViewN/AView Earnings Details
1/31/2014Q413$0.57$0.64$1.25 billion$1.23 billionViewN/AView Earnings Details
10/31/2013Q313$0.52$0.51$1.17 billion$1.17 billionViewN/AView Earnings Details
7/31/2013Q2 2013$0.51$0.50$1.11 billion$1.14 billionViewListenView Earnings Details
4/30/2013Q1 2013$0.47$0.49$1.14 billion$816.50 millionViewListenView Earnings Details
1/31/2013Q4 2012$0.47$0.45$1.11 billion$1.10 billionViewListenView Earnings Details
11/1/2012Q312$0.45$0.42$1.06 billion$734.70 billionViewN/AView Earnings Details
7/26/2012$0.43$0.41ViewN/AView Earnings Details
4/26/2012$0.44$0.44ViewN/AView Earnings Details
1/26/2012$0.39$0.42ViewN/AView Earnings Details
10/24/2011$0.44$0.42ViewN/AView Earnings Details
(Data available from 1/1/2011 forward)


Earnings Estimates for Invesco (NYSE:IVZ)
2017 EPS Consensus Estimate: $2.44
2018 EPS Consensus Estimate: $2.58
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20172$0.55$0.58$0.57
Q2 20172$0.59$0.59$0.59
Q3 20172$0.62$0.64$0.63
Q4 20172$0.64$0.66$0.65
Q1 20181$0.60$0.60$0.60
Q2 20181$0.64$0.64$0.64
Q3 20181$0.66$0.66$0.66
Q4 20181$0.68$0.68$0.68
(Data provided by Zacks Investment Research)


Current Dividend Information for Invesco (NYSE:IVZ)
Next Dividend:6/2/2017
Annual Dividend:$1.12
Dividend Yield:3.50%
Dividend Growth:9.40% (3 Year Average)
Payout Ratio:54.63% (Trailing 12 Months of Earnings)
44.98% (Based on This Year's Estimates)
40.58% (Based on Next Year's Estimates)
Track Record:8 Years of Consecutive Dividend Growth
Dividend Payments by Quarter for Invesco (NYSE:IVZ)

Dividend History by Quarter for Invesco (NYSE:IVZ)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading and Institutional Ownership History for Invesco (NYSE:IVZ)
Insider Ownership Percentage: 1.90%
Institutional Ownership Percentage: 80.85%
Insider Trades by Quarter for Invesco (NYSE:IVZ)
Institutional Ownership by Quarter for Invesco (NYSE:IVZ)
Insider Trades by Quarter for Invesco (NYSE:IVZ)
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
5/2/2017Philip TaylorInsiderSell60,000$32.40$1,944,000.00View SEC Filing  
12/5/2016Karen Dunn KelleyInsiderSell157,615$31.56$4,974,329.40View SEC Filing  
11/28/2016Philip TaylorInsiderSell140,000$31.33$4,386,200.00View SEC Filing  
11/2/2016Andrew Tak Shing LoInsiderSell150,000$27.71$4,156,500.00View SEC Filing  
9/9/2016Edward P LawrenceDirectorSell1,609$30.84$49,621.56View SEC Filing  
8/1/2016Ben F Johnson IIIDirectorBuy2,000$29.24$58,480.00View SEC Filing  
6/10/2016Colin MeadowsDirectorSell40,433$28.43$1,149,510.19View SEC Filing  
5/19/2016Colin MeadowsDirectorSell17,250$28.68$494,730.00View SEC Filing  
3/1/2016Martin L FlanaganCEOSell296,359$27.34$8,102,455.06View SEC Filing  
5/27/2015Edward P LawrenceDirectorSell2,500$40.32$100,800.00View SEC Filing  
5/8/2015Colin MeadowsDirectorSell32,500$41.44$1,346,800.00View SEC Filing  
5/4/2015J Thomas PresbyDirectorSell4,708$41.80$196,794.40View SEC Filing  
3/13/2015Colin MeadowsDirectorSell44,226$40.03$1,770,366.78View SEC Filing  
3/3/2015Gregory Mark ArmourInsiderSell25,000$40.41$1,010,250.00View SEC Filing  
3/2/2015Martin L FlanaganCEOSell161,500$40.39$6,522,985.00View SEC Filing  
9/3/2014Roderick G.H. EllisCAOSell25,000$40.70$1,017,500.00View SEC Filing  
6/9/2014Karen Dunn KelleySenior Managing DirectorSell27,000$38.23$1,032,210.00View SEC Filing  
5/8/2014Colin MeadowsDirectorSell56,000$35.57$1,991,920.00View SEC Filing  
3/11/2014Gregory Mark ArmourInsiderSell30,000$34.97$1,049,100.00View SEC Filing  
3/6/2014Colin MeadowsDirectorSell50,000$34.44$1,722,000.00View SEC Filing  
11/22/2013Kevin CaromeGeneral CounselSell45,660$33.65$1,536,459.00View SEC Filing  
11/15/2013John Michael Middlecott BanhamDirectorSell3,975$33.79$134,315.25View SEC Filing  
11/13/2013Andrew Tak Shing LoDirectorSell150,000$33.26$4,989,000.00View SEC Filing  
11/12/2013Philip TaylorDirectorSell150,000$33.20$4,980,000.00View SEC Filing  
8/12/2013G Richard Wagoner, Jr.DirectorBuy5,000$32.52$162,600.00View SEC Filing  
5/10/2013Philip TaylorDirectorSell140,000$33.78$4,729,200.00View SEC Filing  
5/10/2013Roderick G.H. EllisCAOSell12,500$33.75$421,875.00View SEC Filing  
(Data available from 1/1/2013 forward)


Headline Trends for Invesco (NYSE:IVZ)
Latest Headlines for Invesco (NYSE:IVZ)
DateHeadline logoInvesco streamlines and simplifies its mutual fund suite - May 26 at 2:36 AM logoInvesco Deserves A Spot In Your Dividend Growth Portfolio - May 23 at 11:06 AM logoInvesco Ltd. breached its 50 day moving average in a Bearish Manner : IVZ-US : May 18, 2017 - May 18 at 9:16 AM logoInvesco Breaks Below 200-Day Moving Average - Notable for IVZ - May 17 at 5:58 PM logoInvesco's (IVZ) "Buy" Rating Reiterated at Jefferies Group LLC - May 17 at 11:34 AM logoInvesco Ltd. (IVZ) Receives Average Rating of "Buy" from Brokerages - May 15 at 9:42 AM logo$1.2 Billion in Sales Expected for Invesco Ltd. (IVZ) This Quarter - May 12 at 4:50 PM logoInvesco expands its lineup of income-focused PowerShares ETFs - May 11 at 3:17 PM logoInvesco Ltd. (IVZ) Reports April AUM of $841.4B - - May 10 at 6:17 PM logoInvesco Ltd. : IVZ-US: Dividend Analysis : May 12th, 2017 (record date) : By the numbers : May 10, 2017 - May 10 at 6:17 PM logoU.S. fund investors accelerate rotation to foreign stocks -ICI - May 10 at 6:17 PM logoInvesco Ltd. (IVZ) Reports April AUM of $841.4B - May 10 at 1:12 PM logoInvesco's (IVZ) April AUM Rises on Favorable Market Returns - May 10 at 1:12 PM logoInvesco Ltd. (IVZ) Expected to Post Earnings of $0.59 Per Share - May 10 at 7:46 AM logoInvesco Ltd. Announces April 30, 2017 Assets Under Management - May 9 at 5:48 PM logoInvesco Canada announces fee reductions and capping of expenses - May 8 at 5:40 PM logo[$$] Invesco thrust into Europe's ferocious ETF war - May 7 at 9:45 AM logoInvesco Ltd. (IVZ) Insider Sells $1,944,000.00 in Stock - May 3 at 10:00 PM logoInvesco (IVZ) Earns Daily News Sentiment Score of 0.19 - May 3 at 8:52 PM logoPainted Pony's Financing for UGR Blair Creek Deal Riles Invesco - May 2 at 4:27 PM logoETFs with exposure to Invesco Ltd. : May 2, 2017 - May 2 at 4:27 PM logoAn ETF To Help Avoid Value Traps - May 1 at 1:12 PM logoInvesco Ltd. :IVZ-US: Earnings Analysis: Q1, 2017 By the Numbers : May 1, 2017 - May 1 at 1:12 PM logoInvesco Ltd. (IVZ) Forecasted to Post Q3 2017 Earnings of $0.64 Per Share - May 1 at 9:02 AM logoInvesco (IVZ) Earns Daily News Sentiment Score of 0.37 - April 30 at 2:23 PM logoEdited Transcript of IVZ earnings conference call or presentation 27-Apr-17 1:00pm GMT - April 29 at 9:04 AM logoInvesco Ltd. (IVZ) Issues Quarterly Earnings Results, Beats Expectations By $0.05 EPS - April 29 at 1:27 AM logoInvesco Ltd. (IVZ) Announces Earnings Results - April 29 at 1:25 AM logoInvesco Ltd. (IVZ) Stock Rating Reaffirmed by Deutsche Bank AG - April 29 at 1:03 AM logoInvesco Ltd. (IVZ) Posts Earnings Results, Beats Estimates By $0.05 EPS - April 29 at 1:02 AM logoInvesco Buys Fast Growing European ETF Provider - April 28 at 7:00 PM logoInvesco Ltd. (ivz) Announces Dividend Increase - $0.29 Per Share - April 28 at 5:06 PM logoInvesco to Acquire ETF Specialist Source - April 27 at 11:39 PM logoInvesco (IVZ) Q1 Earnings Beat Estimates, To Acquire Source - April 27 at 11:39 PM logoInvesco (IVZ) to Report Q1 Earnings: What's in the Cards? - Yahoo Finance - April 27 at 6:36 PM logoInvesco Ltd. (IVZ) to Acquire ETF Provider Source - - - April 27 at 6:36 PM logoFavorable Press Coverage Very Likely to Impact Invesco (IVZ) Share Price - April 27 at 6:16 PM logoInvesco To Acquire Source - Quick Facts - April 27 at 8:56 AM logoInvesco (IVZ) Beats on Q1 Earnings, Revenue Misses - April 27 at 8:56 AM logoInvesco Reports Results for the Three Months Ended March 31, 2017 - April 27 at 8:56 AM logoInvesco to expand its ability to meet client needs in EMEA and globally by acquiring Source, a leading independent provider of ETFs - April 27 at 8:56 AM logoInvesco tops 1Q profit forecasts - April 27 at 8:56 AM logoInvesco (IVZ) in Lead to Buy Warburg Pincus ETP Unit - Bloomberg - - April 26 at 7:17 PM logoInvesco (IVZ) to Report Q1 Earnings: What's in the Cards? - April 25 at 10:37 AM logoInvesco (IVZ) to Report Q1 Earnings: What's in the Cards? - April 25 at 10:37 AM logoFavorable Media Coverage Extremely Likely to Affect Invesco (IVZ) Stock Price - April 24 at 3:18 PM logoBlog Coverage: KKR Completes Disbursement of Investment in Vietnam's Masan Group and Masan Nutri-Science - April 24 at 10:39 AM logoWilliam Blair Comments on Invesco Ltd.'s Q1 2017 Earnings (IVZ) - April 24 at 7:22 AM logoFeeling bullish on the ETF industry? There’s an ETF for that - April 21 at 10:34 AM logoInvesco Ltd. breached its 50 day moving average in a Bullish Manner : IVZ-US : April 21, 2017 - April 21 at 10:34 AM



Invesco (IVZ) Chart for Saturday, May, 27, 2017

This page was last updated on 5/27/2017 by Staff