Invesco PLC Company Profile (NYSE:IVZ)

About Invesco PLC (NYSE:IVZ)

Invesco PLC 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: Wealth Management
  • Sub-Industry: Asset Management & Custody Banks
  • Symbol: NYSE:IVZ
  • CUSIP: G491BT10
  • Web: www.invesco.com
Capitalization:
  • Market Cap: $15.00614 billion
  • Outstanding Shares: 406,891,000
Average Prices:
  • 50 Day Moving Avg: $34.48
  • 200 Day Moving Avg: $33.70
  • 52 Week Range: $27.46 - $37.42
P/E:
  • Trailing P/E Ratio: 16.65
  • Foreward P/E Ratio: 13.06
  • P/E Growth: 0.99
Sales & Book Value:
  • Annual Revenue: $4.84 billion
  • Price / Sales: 3.14
  • Book Value: $19.59 per share
  • Price / Book: 1.91
Dividend:
  • Annual Dividend: $1.16
  • Dividend Yield: 3.2%
Profitability:
  • EBITDA: $1.37 billion
  • Net Margins: 18.98%
  • Return on Equity: 12.74%
  • Return on Assets: 3.82%
Debt:
  • Debt-to-Equity Ratio: 0.73%
  • Current Ratio: 1.54%
  • Quick Ratio: 1.54%
Misc:
  • Average Volume: 2.46 million shs.
  • Beta: 1.8
  • Short Ratio: 2.2
 

Frequently Asked Questions for Invesco PLC (NYSE:IVZ)

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 Friday, July 28th. Shareholders of record on Thursday, August 17th will be given a dividend of $0.29 per share on Friday, September 1st. This represents a $1.16 dividend on an annualized basis and a yield of 3.11%. The ex-dividend date is Tuesday, August 15th. View Invesco PLC's Dividend History.

How were Invesco PLC's earnings last quarter?

Invesco PLC (NYSE:IVZ) issued its earnings results on Thursday, July, 27th. The company reported $0.64 EPS for the quarter, beating analysts' consensus estimates of $0.61 by $0.03. The company had revenue of $906.30 million for the quarter, compared to analyst estimates of $891.19 million. Invesco PLC had a net margin of 18.98% and a return on equity of 12.74%. The firm's quarterly revenue was up 4.5% on a year-over-year basis. During the same quarter in the prior year, the business posted $0.56 earnings per share. View Invesco PLC's Earnings History.

When will Invesco PLC make its next earnings announcement?

Invesco PLC is scheduled to release their next quarterly earnings announcement on Thursday, October, 26th 2017. View Earnings Estimates for Invesco PLC.

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

11 analysts have issued 1 year price objectives for Invesco PLC's stock. Their forecasts range from $33.00 to $41.00. On average, they anticipate Invesco PLC's share price to reach $37.95 in the next year. View Analyst Ratings for Invesco PLC.

What are analysts saying about Invesco PLC stock?

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

  • 1. According to Zacks Investment Research, "Invesco’s shares have underperformed the industry so far this year. Yet, the company has an impressive earnings surprise history. It surpassed the Zacks Consensus Estimate for earnings in three of the trailing four quarters. With an aim to enhance its exchange-traded funds (ETF) operation, the company has inked a deal to acquire the ETF business of Guggenheim Partners LLC. Strong balance sheet position along with cost savings efforts, improving assets under management (AUM), diverse product offerings and alternative investment strategies should continue supporting growth. However, high-debt levels will likely hinder the company from procuring additional finance. Further, amortization of the company’s goodwill and intangible assets could have an adverse effect on its profitability." (10/12/2017)
  • 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 PLC's key competitors?

Who are Invesco PLC's key executives?

Invesco PLC's management team includes the folowing people:

  • Martin L. Flanagan CPA, President, Chief Executive Officer, Director
  • Loren M. Starr, Chief Financial Officer, Senior Managing Director
  • Colin D. Meadows, Chief Administrative Officer, Senior Managing Director
  • Kevin M. Carome, General Counsel, Senior Managing Director
  • Andrew T.S. Lo, Senior Managing Director, Head - Invesco Asia Pacific
  • Gregory G. McGreevey, Senior Managing Director - Investments
  • Andrew R. Schlossberg, Senior Managing Director, Head - EMEA
  • Philip A. Taylor, Senior Managing Director, Head - Americas Business
  • Ben F. Johnson III, Non-Executive Independent Chairman of the Board
  • Joseph R. Canion, Non-Executive Independent Director

Who owns Invesco PLC stock?

Invesco PLC's stock is owned by many different of retail and institutional investors. Top institutional investors include APG Asset Management N.V. (0.12%), PGGM Investments (0.07%), State Treasurer State of Michigan (0.03%), Robeco Institutional Asset Management B.V. (0.03%), Shell Asset Management Co. (0.01%) and Oakbrook Investments LLC (0.01%). Company insiders that own Invesco PLC 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 PLC.

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 APG Asset Management N.V. and State Treasurer State of Michigan. Company insiders that have sold Invesco PLC stock in the last year include Andrew Tak Shing Lo, Karen Dunn Kelley and Philip Taylor. View Insider Buying and Selling for Invesco PLC.

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

Invesco PLC's stock was purchased by a variety of institutional investors in the last quarter, including Robeco Institutional Asset Management B.V., Shell Asset Management Co., FormulaFolio Investments LLC, PGGM Investments and Oakbrook Investments LLC. View Insider Buying and Selling for Invesco PLC.

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.

What is Invesco PLC's stock price today?

One share of Invesco PLC stock can currently be purchased for approximately $37.34.


MarketBeat Community Rating for Invesco PLC (NYSE IVZ)
Community Ranking:  3.3 out of 5 (star star star)
Outperform Votes:  604 (Vote Outperform)
Underperform Votes:  307 (Vote Underperform)
Total Votes:  911
MarketBeat's community ratings are surveys of what our community members think about Invesco PLC and other stocks. Vote "Outperform" if you believe the stock will outperform the S&P 500 over the long term. Vote "Underperform" if you believe the stock will underperform the S&P 500 over the long term. You may vote once every thirty days.

Analyst Ratings

Consensus Ratings for Invesco PLC (NYSE:IVZ) (How are Consensus Ratings Calculated?)
Ratings Breakdown: 3 Hold Ratings, 8 Buy Ratings
Consensus Rating:Buy (Score: 2.73)
Consensus Price Target: $37.95 (1.63% upside)
Consensus Price Target History for Invesco PLC (NYSE:IVZ)
Price Target History for Invesco PLC (NYSE:IVZ)
Analysts' Ratings History for Invesco PLC (NYSE:IVZ)
Show:
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
10/11/2017Wells Fargo & CompanyBoost Price TargetOutperform$38.00 -> $40.00N/AView Rating Details
10/3/2017Keefe, Bruyette & WoodsReiterated RatingBuy$39.00LowView Rating Details
10/3/2017Citigroup Inc.Boost Price TargetBuy -> Buy$38.50 -> $39.50LowView Rating Details
9/28/2017Goldman Sachs Group IncDowngradeBuy -> Neutral$38.00 -> $36.00LowView Rating Details
9/8/2017Barclays PLCInitiated CoverageOverweight -> Overweight$38.00LowView Rating Details
8/17/2017Jefferies Group LLCSet Price TargetBuy$41.00LowView Rating Details
7/10/2017Morgan StanleyReiterated RatingOverweight$36.00 -> $38.00MediumView Rating Details
6/29/2017Royal Bank Of CanadaInitiated CoverageOutperform -> Outperform$41.00LowView Rating Details
4/28/2017Deutsche Bank AGBoost Price TargetHold$32.00 -> $33.00LowView Rating Details
4/7/2017Credit Suisse GroupReiterated RatingHold$34.00LowView Rating Details
1/12/2017J P Morgan Chase & CoReiterated RatingOverweightN/AView Rating Details
9/26/2016Bank of America CorporationReiterated 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
10/21/2015ArgusLower Price TargetBuy$46.00 -> $38.00N/AView Rating Details
(Data available from 10/21/2015 forward)

Earnings

Earnings History for Invesco PLC (NYSE:IVZ)
Earnings by Quarter for Invesco PLC (NYSE:IVZ)
Earnings History by Quarter for Invesco PLC (NYSE IVZ)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
10/26/2017$0.66N/AView Earnings Details
7/27/2017Q2 2017$0.61$0.64$891.19 million$906.30 millionViewN/AView Earnings Details
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)

Estimates

Earnings Estimates for Invesco PLC (NYSE:IVZ)
2017 EPS Consensus Estimate: $2.51
2018 EPS Consensus Estimate: $2.72
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20172$0.55$0.58$0.57
Q2 20172$0.59$0.61$0.60
Q3 20172$0.66$0.66$0.66
Q4 20172$0.67$0.69$0.68
Q1 20182$0.60$0.69$0.65
Q2 20182$0.64$0.70$0.67
Q3 20182$0.66$0.73$0.70
Q4 20182$0.68$0.73$0.71
(Data provided by Zacks Investment Research)

Dividends

Current Dividend Information for Invesco PLC (NYSE:IVZ)
Most Recent Dividend:9/1/2017
Annual Dividend:$1.16
Dividend Yield:3.11%
Dividend Growth:9.40% (3 Year Average)
Payout Ratio:52.02% (Trailing 12 Months of Earnings)
44.79% (Based on This Year's Estimates)
40.56% (Based on Next Year's Estimates)
Track Record:8 Years of Consecutive Dividend Growth
Dividend Payments by Quarter for Invesco PLC (NYSE:IVZ)

Dividend History by Quarter for Invesco PLC (NYSE IVZ)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
7/28/2017Quarterly$0.293.34%8/15/20178/17/20179/1/2017
4/27/2017Quarterly$0.293.55%5/10/20175/12/20176/2/2017
1/26/2017Quarterly$0.283.87%2/14/20172/16/20173/3/2017
10/28/2016Quarterly$0.283.99%11/10/201611/15/201612/5/2016
7/28/2016quarterly$0.288/16/20168/18/20169/2/2016
4/28/2016quarterly$0.283.61%5/11/20165/13/20166/3/2016
1/28/2016Quarterly$0.273.99%2/16/20162/18/20163/4/2016
10/30/2015quarterly$0.273.26%11/13/201511/17/201512/7/2015
7/30/2015$0.278/18/20158/20/20159/4/2015
7/31/2015quarterly$0.272.8%9/4/20159/9/201510/7/2015
5/1/2015quarterly$0.272.6%5/13/20155/15/20156/5/2015
1/30/2015quarterly$0.252.72%2/17/20152/19/20153/6/2015
10/31/2014quarterly$0.252.47%11/14/201411/18/201412/5/2014
8/1/2014quarterly$0.252.64%8/19/20148/21/20149/5/2014
5/2/2014quarterly$0.252.78%5/14/20145/16/20146/6/2014
1/31/2014quarterly$0.232.71%2/18/20142/20/20143/7/2014
10/31/2013quarterly$0.232.66%11/15/201311/19/201312/9/2013
8/1/2013quarterly$0.232.72%8/19/20138/21/20139/6/2013
5/1/2013quarterly$0.232.86%5/15/20135/17/20136/7/2013
1/31/2013quarterly$0.172.48%2/19/20132/21/20133/8/2013
(Data available from 1/1/2013 forward)

Insider Trades

Insider Trading and Institutional Ownership History for Invesco PLC (NYSE:IVZ)
Insider Ownership Percentage: 1.80%
Institutional Ownership Percentage: 79.80%
Insider Trades by Quarter for Invesco PLC (NYSE:IVZ)
Institutional Ownership by Quarter for Invesco PLC (NYSE:IVZ)
Insider Trades by Quarter for Invesco PLC (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)

Headlines

Headline Trends for Invesco PLC (NYSE:IVZ)
Latest Headlines for Invesco PLC (NYSE:IVZ)
Source:
Loading headlines, please wait.

Social

Chart

Invesco PLC (IVZ) Chart for Saturday, October, 21, 2017

This page was last updated on 10/21/2017 by MarketBeat.com Staff

Enter your email address below to receive a concise daily summary of analysts' upgrades, downgrades and new coverage with MarketBeat.com's FREE daily email newsletter.