Invesco PLC Company Profile (NYSE:IVZ)

About Invesco PLC

Invesco PLC logoInvesco Ltd. (Invesco) is an independent global investment management company. The Company provides a range of investment capabilities and outcomes, which are delivered through a diverse set of investment vehicles, to help clients achieve their investment objectives. It operates in the investment management segment. The Company has a presence in the retail and institutional markets within the investment management industry in North America, the United Kingdom, Europe, the Middle East and Asia-Pacific, serving clients in approximately 100 countries. Its Invesco 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. Approximately 47.8% of its assets under management (AUM) are invested in equity securities and over 52.2% are invested in fixed income and other investments.

Industry, Sector and Symbol:
  • Sector: Finance
  • Industry: Asset Management
  • Sub-Industry: Asset Management & Custody Banks
  • Exchange: NYSE
  • Symbol: IVZ
  • CUSIP: G491BT10
Key Metrics:
  • Previous Close: $33.00
  • 50 Day Moving Average: $31.06
  • 200 Day Moving Average: $30.79
  • 52-Week Range: $23.01 - $33.46
  • Trailing P/E Ratio: 16.02
  • Foreward P/E Ratio: 12.18
  • P/E Growth: 1.81
  • Market Cap: $13.48B
  • Outstanding Shares: 408,535,000
  • Beta: 1.82
  • 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%
Additional Links:
Companies Related to Invesco PLC:

Analyst Ratings

Consensus Ratings for Invesco PLC (NYSE:IVZ) (?)
Ratings Breakdown: 4 Hold Ratings, 7 Buy Ratings
Consensus Rating:Buy (Score: 2.64)
Consensus Price Target: $35.36 (7.16% upside)

Analysts' Ratings History for Invesco PLC (NYSE:IVZ)
DateFirmActionRatingPrice TargetDetails
1/31/2017Wells Fargo & CompanyReiterated RatingOutperform$34.00View Rating Details
1/27/2017Jefferies Group LLCLower Price TargetBuy$36.00 -> $33.00View Rating Details
1/25/2017Citigroup Inc.Boost Price Target$33.00View Rating Details
1/12/2017J P Morgan Chase & CoReiterated RatingOverweightView Rating Details
12/17/2016Morgan StanleyReiterated RatingOverweightView Rating Details
12/13/2016Keefe, Bruyette & WoodsReiterated RatingOutperform -> Market PerformView Rating Details
11/7/2016Credit Suisse GroupReiterated RatingHold$31.00View Rating Details
10/28/2016Deutsche Bank AGReiterated RatingHold$31.00 -> $32.00View Rating Details
10/13/2016Barclays PLCBoost Price TargetOverweight$36.00 -> $37.00View Rating Details
9/26/2016Bank of America CorpReiterated RatingBuy$37.00 -> $37.00View Rating Details
4/2/2016Piper Jaffray CompaniesReiterated RatingBuy$41.00View Rating Details
1/31/2016William BlairReiterated RatingMarket PerformView Rating Details
1/29/2016Royal Bank Of CanadaLower Price TargetOutperform$43.00 -> $39.00View Rating Details
10/21/2015ArgusLower Price TargetBuy$46.00 -> $38.00View Rating Details
10/9/2015Susquehanna Bancshares IncLower Price TargetPositive$39.00 -> $38.00View Rating Details
6/8/2015Goldman Sachs Group, Inc. (The)Initiated CoverageNeutral$44.00View Rating Details
(Data available from 2/23/2015 forward)


Earnings History for Invesco PLC (NYSE:IVZ)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
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$0.62$1.33 billion$905.80 millionViewN/AView Earnings Details
10/30/2014Q314$0.62$0.59$1.33 billion$913.70 billionViewN/AView Earnings Details
7/31/2014Q214$0.59$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 PLC (NYSE:IVZ)
Current Year EPS Consensus Estimate: $2.40 EPS
Next Year EPS Consensus Estimate: $2.71 EPS
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20162$0.50$0.53$0.52
Q2 20162$0.51$0.56$0.54
Q3 20162$0.60$0.62$0.61
Q4 20162$0.58$0.58$0.58
Q1 20172$0.52$0.57$0.55
Q2 20172$0.57$0.57$0.57
Q3 20172$0.59$0.61$0.60
Q4 20172$0.62$0.62$0.62
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 PLC (NYSE:IVZ)
Annual Dividend:$1.12
Dividend Yield:3.39%
Dividend Growth:9.40% (3 Year Average)
Payout Ratio:54.63% (Based on Trailing 12 Months of Earnings)
46.67% (Based on Current Year Consensus EPS Estimate)
41.33% (Based on Next Year Consensus EPS Estimate)
Track Record:8 Years of Consecutive Dividend Growth

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

Insider Trades

Insider Trading History for Invesco PLC (NYSE:IVZ)
Insider Ownership Percentage: 1.90%
Institutional Ownership Percentage: 80.85%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
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)


Latest Headlines for Invesco PLC (NYSE:IVZ)
DateHeadline logoInvesco Launches Four Simple, Convenient Single-Ticket Multi-Asset Allocation Portfolios (NYSE:IVZ) - February 23 at 6:01 PM logoINVESCO LTD. Files SEC form 10-K, Annual Report (NYSE:IVZ) - February 23 at 6:01 PM
News IconForward Earnings Estimate of Invesco PLC(IVZ) - Highland Mirror (NYSE:IVZ) - February 23 at 4:16 AM
News IconPrudential PLC Sells 4774 Shares of Invesco PLC (IVZ) (NYSE:IVZ) - February 16 at 9:56 PM logoJemstep Partners with SSG to offer Advisor Pro Platform to over 1,500 RIA Client Firms (NYSE:IVZ) - February 16 at 4:54 PM logoInvesco Ltd. Announces 2017 Annual General Meeting of Shareholders (NYSE:IVZ) - February 16 at 4:54 PM logoForm 8.3 - Amendment to Deutsche Boerse AG (NYSE:IVZ) - February 16 at 8:05 AM logoInvesco Plc (NYSE:IVZ) Mean Rating At $1.68 - (NYSE:IVZ) - February 15 at 9:11 PM logoINVESCO LTD. Files SEC form 8-K, Change in Directors or Principal Officers (NYSE:IVZ) - February 15 at 9:11 PM
News Icon200 whales stranded in New Zealand on Saturday float themselves (NYSE:IVZ) - February 14 at 7:28 PM logoForm 8 (OPD) - Co-operative Bank Plc (NYSE:IVZ) - February 14 at 7:28 PM
News IconThe Research Analysts' Recent Ratings Changes for Invesco PLC (IVZ) (NYSE:IVZ) - February 14 at 12:06 AM logoInvesco Plc (IVZ) Ex-Dividend Date Scheduled for February 14, 2017 - Nasdaq (NYSE:IVZ) - February 13 at 7:04 PM
News IconSprint promo gives 5 unlimited lines for Dollars 90 per mth (NYSE:IVZ) - February 10 at 6:47 PM
News IconBp Plc Invests $1518000 in Invesco PLC (IVZ) (NYSE:IVZ) - February 10 at 6:47 PM logoFinancials Sector Supported the Market Rally on February 9 (NYSE:IVZ) - February 10 at 6:47 PM logoInvesco's (IVZ) January AUM Increases 1.5% on Favorable FX (NYSE:IVZ) - February 10 at 6:47 PM logoInvesco Ltd. Announces January 31, 2017 Assets Under Management (NYSE:IVZ) - February 9 at 6:57 PM logo4:18 pm Invesco reports prelim month-end AUM of $825.3 bln, +1.5% M/M (NYSE:IVZ) - February 9 at 6:57 PM logoForm 8.3 - Amendment to Sky Plc (NYSE:IVZ) - February 8 at 6:46 PM
News IconTop Gainers of the Day: Invesco Ltd. (NYSE:IVZ) from Asset Management (NYSE:IVZ) - February 6 at 11:11 PM
News IconDrilling Down Into Invesco Ltd. (IVZ) (NYSE:IVZ) - February 6 at 11:11 PM
News IconThe Way Analysts See Invesco Ltd. (NYSE:IVZ) (NYSE:IVZ) - February 6 at 11:11 PM
News IconWorth Watching Stock: Vonage Holdings Corp. (NYSE:VG), Invesco Plc (NYSE:IVZ) - The Newburgh Press (NYSE:IVZ) - February 3 at 6:37 PM
News IconInvesco Plc (NYSE:IVZ) Broker Price Targets For The Coming Week (NYSE:IVZ) - February 2 at 11:46 PM logoInvesco Ltd. :IVZ-US: Earnings Analysis: Q4, 2016 By the Numbers : February 2, 2017 (NYSE:IVZ) - February 2 at 6:44 PM logoInvesco Ltd. :IVZ-US: Earnings Analysis: 2016 By the Numbers : February 2, 2017 (NYSE:IVZ) - February 2 at 6:44 PM logoInvesco launches new series for two PowerShares Canada ETFs (NYSE:IVZ) - January 31 at 6:50 PM logoForm 8.3 - Tesco Plc. (NYSE:IVZ) - January 31 at 6:50 PM logoWells Fargo Trims Invesco Earnings Estimates, But Still Likes The Stock (NYSE:IVZ) - January 30 at 6:41 PM logoForm 8.3 - Amendment to OPD for Tesco Plc 270117 (NYSE:IVZ) - January 30 at 10:38 AM logoForm 8.3 - Sky Plc. (NYSE:IVZ) - January 29 at 11:17 PM logoInvesco Plc (NYSE:IVZ) Deferred Tax Assets At $10.9 Millions - (NYSE:IVZ) - January 29 at 6:16 PM
News IconFY2016 EPS Estimates for Invesco PLC Cut by Analyst (IVZ) (NYSE:IVZ) - January 28 at 1:15 AM
News IconInvesco Ltd. (IVZ) Releases Earnings Results, Beats Expectations By $0.01 EPS (NYSE:IVZ) - January 27 at 8:08 PM logoForm 8.3 - Deusche Boerse AG (NYSE:IVZ) - January 27 at 8:08 PM logoForm 8 (OPD) - Booker Group Plc. (NYSE:IVZ) - January 27 at 8:08 PM logoMore Fee Cuts At Vanguard (NYSE:IVZ) - January 27 at 8:08 PM logoInvesco : beats 4Q profit forecasts (NYSE:IVZ) - January 27 at 12:47 AM logoQ4 2016 Invesco Ltd Earnings Release - 06:55 am ET (NYSE:IVZ) - January 27 at 12:47 AM logoINVESCO LTD. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits (NYSE:IVZ) - January 27 at 12:47 AM logoInvesco (IVZ) Beats Q4 Earnings, Revenues and Costs Down (NYSE:IVZ) - January 27 at 12:47 AM logoInvesco (IVZ) Beats on Q4 Earnings as Expenses Decrease (NYSE:IVZ) - January 27 at 12:47 AM logoEdited Transcript of IVZ earnings conference call or presentation 26-Jan-17 2:00pm GMT (NYSE:IVZ) - January 27 at 12:47 AM logoMean Rating Of Invesco Plc (NYSE:IVZ) At $1.68 - (NYSE:IVZ) - January 26 at 12:26 AM logoForm 8.3 - Amendment to Sky Plc. 8.3 200117 (NYSE:IVZ) - January 24 at 3:01 PM logoForm 8.3 - Amendment to 8.3 Sky Plc 230117 (NYSE:IVZ) - January 24 at 3:01 PM logoForm 8.3 - Amendment to 8.3 LSE 230117 (NYSE:IVZ) - January 24 at 3:01 PM logoWill Invesco (Ivz) Disappoint Again this Earnings Season? (NYSE:IVZ) - January 24 at 3:01 PM logoJanus Tumbles On 4Q Earnings; EPS, Revenue Miss (NYSE:IVZ) - January 24 at 3:01 PM


What is Invesco PLC's stock symbol?

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

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

Invesco PLC declared a quarterly dividend on Thursday, January 26th. Investors of record on Thursday, February 16th will be paid a dividend of $0.28 per share on Friday, March 3rd. This represents a $1.12 dividend on an annualized basis and a yield of 3.39%. The ex-dividend date of this dividend is Tuesday, February 14th.

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

11 analysts have issued twelve-month price targets for Invesco PLC's shares. Their forecasts range from $31.00 to $41.00. On average, they expect Invesco PLC's stock price to reach $35.36 in the next twelve months.

When will Invesco PLC announce their earnings?

Invesco PLC is scheduled to release their next quarterly earnings announcement on Wednesday, April, 26th 2017.

What are analysts saying about Invesco PLC stock?

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

  • According to Zacks Investment Research, "Invesco’s shares significantly underperformed the Zacks categorized Investment Management industry over the last six months. The company’s fourth-quarter 2016 earnings surpassed the Zacks Consensus Estimate, primarily driven by lower expenses. Moreover, its strong balance sheet position along with improving AUM keeps it well poised to improve bottom-line going forward. However, 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. Further, the company’s higher debt levels could restrict it from procuring additional finance for working capital and other needs. Also, the adverse impact of regulatory restrictions remains a major concern in the near term." (2/21/2017)

  • 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)
  • Barclays PLC analysts commented, "IVZ remains a well-liked, but somehow still underappreciated name in the space: From our frequent conversations with investors, we believe that IVZ is a well thought of firm, but one lacking a catalyst to really get investors behind the story in a meaningful way. We look for the upcoming investor day to help outline where the company has seen growth and where it looks for future expansion to come from. Specifically, we look for a broader update on key areas like ETFs, alternatives, fixed income, and recent regulatory/geographic developments in the space (Department of Labor, Brexit)." (3/31/2016)

Who owns Invesco PLC stock?

Invesco PLC's stock is owned by a number of of institutional and retail investors. Top institutional investors include State Street Corp (4.70%), Highfields Capital Management LP (2.26%), Thrivent Financial for Lutherans (0.54%), Dimensional Fund Advisors LP (0.51%), FMR LLC (0.46%) and DSM Capital Partners LLC (0.45%). Company insiders that own Invesco PLC stock include Andrew Tak Shing Lo, Ben F Johnson III, Colin Meadows, Edward P Lawrence, Gregory Mark Armour, J Thomas Presby, Karen Dunn Kelley, Martin L Flanagan and Philip Taylor.

Who sold Invesco PLC stock? Who is selling Invesco PLC stock?

Invesco PLC's stock was sold by a variety of institutional investors in the last quarter, including FMR LLC, DSM Capital Partners LLC, Systematic Financial Management LP, Cadence Capital Management LLC, AQR Capital Management LLC, Dimensional Fund Advisors LP, Federated Investors Inc. PA and Rafferty Asset Management LLC. Company insiders that have sold Invesco PLC stock in the last year include Andrew Tak Shing Lo, Colin Meadows, Edward P Lawrence, Karen Dunn Kelley, Martin L Flanagan and Philip Taylor.

Who bought Invesco PLC stock? Who is buying Invesco PLC stock?

Invesco PLC's stock was acquired by a variety of institutional investors in the last quarter, including Highfields Capital Management LP, State Street Corp, Capital Guardian Trust Co., I.G. Investment Management LTD., Credit Agricole S A, TCW Group Inc., A.R.T. Advisors LLC and Guggenheim Capital LLC.

How do I buy Invesco PLC stock?

Shares of Invesco PLC 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 PLC stock cost?

One share of Invesco PLC stock can currently be purchased for approximately $33.00.

Invesco PLC (NYSE:IVZ) Chart for Thursday, February, 23, 2017

Institutional Ownership Chart

Institutional Ownership by Quarter for Invesco PLC (NYSE:IVZ)

Earnings History Chart

Earnings by Quarter for Invesco PLC (NYSE:IVZ)

Dividend History Chart

Dividend Payments by Quarter for Invesco PLC (NYSE:IVZ)

Last Updated on 2/23/2017 by Staff