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: $30.54
  • 50 Day Moving Average: $30.53
  • 200 Day Moving Average: $29.56
  • 52-Week Range: $23.02 - $35.00
  • Trailing P/E Ratio: 15.42
  • Foreward P/E Ratio: 11.48
  • P/E Growth: 1.31
  • Market Cap: $12.52B
  • Outstanding Shares: 409,916,000
  • Beta: 1.97
Profitability:
  • Net Margins: 17.27%
  • Return on Equity: 11.35%
  • Return on Assets: 3.92%
Debt:
  • Debt-to-Equity Ratio: 0.72%
  • Current Ratio: 1.67%
  • Quick Ratio: 1.67%
Additional Links:
Companies Related to Invesco PLC:

Analyst Ratings

Consensus Ratings for Invesco PLC (NYSE:IVZ) (?)
Ratings Breakdown: 3 Hold Ratings, 11 Buy Ratings
Consensus Rating:Buy (Score: 2.79)
Consensus Price Target: $35.75 (17.06% upside)

Analysts' Ratings History for Invesco PLC (NYSE:IVZ)
Show:
DateFirmActionRatingPrice TargetDetails
9/23/2016Barclays PLCReiterated RatingOverweight$36.00View Rating Details
9/21/2016Wells Fargo & Co.Reiterated RatingBuyView Rating Details
9/13/2016Jefferies GroupReiterated RatingBuyView Rating Details
9/9/2016Deutsche Bank AGBoost Price TargetBuy$34.00 -> $35.00View Rating Details
7/29/2016JPMorgan Chase & Co.Boost Price TargetOverweight$36.00 -> $37.00View Rating Details
7/29/2016Keefe, Bruyette & WoodsBoost Price TargetOutperform$33.00 -> $34.00View Rating Details
7/29/2016Citigroup Inc.Boost Price TargetNeutral$27.00 -> $31.00View Rating Details
4/30/2016Morgan StanleyReiterated RatingBuyView Rating Details
4/2/2016Piper Jaffray Cos.Reiterated RatingBuy$41.00View Rating Details
4/1/2016Credit Suisse Group AGReiterated RatingNeutral$32.00View 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
10/9/2015SusquehannaLower Price TargetPositive$39.00 -> $38.00View Rating Details
6/8/2015Goldman Sachs Group Inc.Initiated CoverageNeutral$44.00View Rating Details
1/7/2015Sterne Agee CRTUpgradeNeutral -> Buy$45.00 -> $47.00View Rating Details
10/14/2014Bank of America Corp.Reiterated RatingBuy$45.00 -> $43.00View Rating Details
(Data available from 9/24/2014 forward)

Earnings

Earnings History for Invesco PLC (NYSE:IVZ)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
10/27/2016        
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)

Estimates

Earnings Estimates for Invesco PLC (NYSE:IVZ)
Current Year EPS Consensus Estimate: $2.27 EPS
Next Year EPS Consensus Estimate: $2.66 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$0.58$0.62$0.60
Q4 20162$0.59$0.63$0.61
(Data provided by Zacks Investment Research)

Dividends

Current Dividend Information for Invesco PLC (NYSE:IVZ)
Annual Dividend:$1.12
Dividend Yield:3.67%
Dividend Growth:18.30% (3 Year Average)
Payout Ratio:56.57% (Based on Trailing 12 Months of Earnings)
49.34% (Based on Current Year Consensus EPS Estimate)
42.11% (Based on Next Year Consensus EPS Estimate)
Track Record:7 Years of Consecutive Dividend Growth

Dividend History for Invesco PLC (NYSE:IVZ)
AnnouncedPeriodAmountYieldEx-Dividend DateRecord DatePayable Date
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 History for Invesco PLC (NYSE:IVZ)
Insider Ownership Percentage: 1.90%
Institutional Ownership Percentage: 82.17%
Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionDetails
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

Latest Headlines for Invesco PLC (NYSE:IVZ)
DateHeadline
benzinga.com logoInvesco And The Rise Of Smart Beta - Benzinga (NYSE:IVZ)
www.benzinga.com - September 22 at 3:52 PM
News IconAnalyst Price Target Estimates: Invesco Plc (NYSE:IVZ) (NYSE:IVZ)
alltechnews.org - September 21 at 9:53 AM
finance.yahoo.com logoSurvey Forecasts Rising Usage of Factor-Based ETFs as "Next Wave of Smart Beta" May Improve Diversification and Dampen Portfolio Volatility (NYSE:IVZ)
finance.yahoo.com - September 21 at 9:53 AM
finance.yahoo.com logoTop 3 Balanced Mutual Funds for Stable Returns (NYSE:IVZ)
finance.yahoo.com - September 19 at 5:44 PM
realistinvestor.com logoResearch Analysts Set Invesco Plc (NYSE:IVZ)'s Price Target At $34.714 - RealistInvestor.com (NYSE:IVZ)
www.realistinvestor.com - September 15 at 8:54 AM
publicnow.com logoInvesco Mortgage Capital Inc. Announces Quarterly Common and Preferred Stock Dividends (NYSE:IVZ)
www.publicnow.com - September 14 at 5:48 PM
finance.yahoo.com logoBuy 4 Best Rated Invesco Mutual Funds Now (NYSE:IVZ)
finance.yahoo.com - September 13 at 10:32 AM
247wallst.com logoUBS Makes Huge Change to Dividend Ruler Stocks Portfolio (NYSE:IVZ)
247wallst.com - September 13 at 10:32 AM
News IconInvesco PLC (NYSE: IVZ) Price Target Boosted at Deutsche Bank AG - The Woodbridge Citizen (NYSE:IVZ)
www.woodbridgecitizen.com - September 12 at 5:33 PM
publicnow.com logoInvesco Ltd. Announces August 31, 2016 Assets Under Management (NYSE:IVZ)
www.publicnow.com - September 12 at 5:33 PM
News IconBrokerage Firm Rating Update on Invesco Plc (IVZ) - National Daily Press (NYSE:IVZ)
www.nationaldailypress.com - September 9 at 10:25 AM
insidermonkey.com logoHigh-Paying Dividend Finance Stocks Favored by Smart Money (NYSE:IVZ)
www.insidermonkey.com - September 6 at 10:28 AM
News IconInvesco Plc (NYSE:IVZ) Given Price Target Of $34.571 (NYSE:IVZ)
myhealthbowl.com - September 3 at 10:14 AM
bloomberg.com logoInvesco's Jalil: We're Still Bullish on the Philippines (NYSE:IVZ)
www.bloomberg.com - September 2 at 10:32 AM
marketrealist.com logoT. Rowe Price Needs Investments in New Products to Drive Growth (NYSE:IVZ)
marketrealist.com - September 1 at 8:44 AM
finance.yahoo.com logoHow is Invesco Diversified Dividend Investor Fund (LCEIX) Performing? (NYSE:IVZ)
finance.yahoo.com - August 25 at 10:45 AM
News IconUpdate on Invesco Ltd. (NYSE:IVZ) for the day (NYSE:IVZ)
twincountynews.com - August 22 at 5:48 PM
News IconStock Gaining Over the Past Six Months: Invesco Ltd. (NYSE:IVZ) - Post News (NYSE:IVZ)
www.kentuckypostnews.com - August 22 at 10:19 AM
News IconFinancial Stocks Reports Analysis: Invesco Ltd. (NYSE:IVZ), U.S. Bancorp (NYSE:USB) - share market updates (press release) (NYSE:IVZ)
sharemarketupdates.com - August 22 at 10:19 AM
News IconTrader's Watch List: Array Biopharma Inc (NASDAQ:ARRY), Invesco Ltd.(NYSE:IVZ) - NYSE Journal (press release) (NYSE:IVZ)
stockznews.com - August 22 at 10:19 AM
investornewswire.com logoRatings Watch: Invesco Plc (NYSE:IVZ) - Investor Newswire - Investor Newswire (NYSE:IVZ)
www.investornewswire.com - August 20 at 5:33 PM
finance.yahoo.com logoInvesco announces cash distributions for Canadian-listed PowerShares ETFs (NYSE:IVZ)
finance.yahoo.com - August 19 at 5:44 PM
investopedia.com logoATFAX, AEDYX, ALAYX: Invesco's 5 Stars Rated Funds (NYSE:IVZ)
www.investopedia.com - August 17 at 5:56 PM
realistinvestor.com logoEvaluation Of Changes In Assets And Liabilities Of Invesco Plc (NYSE:IVZ) - RealistInvestor.com (NYSE:IVZ)
www.realistinvestor.com - August 14 at 10:18 AM
finance.yahoo.com logoInvesco Ltd. Announces July 31, 2016 Assets Under Management (NYSE:IVZ)
finance.yahoo.com - August 9 at 5:54 PM
finance.yahoo.com logoINVESCO LTD. Financials (NYSE:IVZ)
finance.yahoo.com - August 3 at 6:03 PM
publicnow.com logoInvesco Mortgage Capital Inc. To Announce Second Quarter 2016 Results (NYSE:IVZ)
www.publicnow.com - July 29 at 2:18 PM
finance.yahoo.com logoInvesco Canada lowers risk rating on four funds (NYSE:IVZ)
finance.yahoo.com - July 29 at 2:00 PM
streetupdates.com logoNoteworthy Analysts Suggestions: Fifth Third Bancorp (NASDAQ:FITB) , Invesco Plc (NYSE:IVZ) - Street Updates (NYSE:IVZ)
www.streetupdates.com - July 29 at 8:42 AM
finance.yahoo.com logoInvesco (IVZ) Beats on Q2 Earnings; Revenue & AUM Decline (NYSE:IVZ)
finance.yahoo.com - July 28 at 10:39 AM
biz.yahoo.com logoINVESCO LTD. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits (NYSE:IVZ)
biz.yahoo.com - July 28 at 8:26 AM
finance.yahoo.com logoInvesco (IVZ) Beats on Q2 Earnings; Revenues Lag (NYSE:IVZ)
finance.yahoo.com - July 28 at 8:13 AM
sg.finance.yahoo.com logoInvesco tops 2Q profit forecasts (NYSE:IVZ)
sg.finance.yahoo.com - July 28 at 7:52 AM
finance.yahoo.com logoInvesco European Growth Fund Adds to Sabanci Stake (NYSE:IVZ)
finance.yahoo.com - July 27 at 1:44 PM
investopedia.com logoNew Momentum & Low-Volatility ETF (DWLV) (NYSE:IVZ)
www.investopedia.com - July 25 at 12:08 PM
tradecalls.org logoInvesco Plc (IVZ) Shares are Up 3.76% - Trade Calls (NYSE:IVZ)
www.tradecalls.org - July 25 at 10:15 AM
streetupdates.com logoAnalysts Observing Stocks: LendingClub Corporation (NYSE:LC) , Invesco Plc (NYSE:IVZ) - Street Updates (NYSE:IVZ)
www.streetupdates.com - July 25 at 10:15 AM
streetupdates.com logoAnalysts watching two Stocks: Citizens Financial Group, Inc. (NYSE:CFG) , Invesco Plc (NYSE:IVZ) - Street Updates (NYSE:IVZ)
www.streetupdates.com - July 23 at 5:28 PM
capitalcube.com logoInvesco Ltd. breached its 50 day moving average in a Bullish Manner : IVZ-US : July 22, 2016 (NYSE:IVZ)
www.capitalcube.com - July 22 at 8:09 AM
finance.yahoo.com logoThe Invesco European Fund Erases The Swatch Group From Its Portfolio (NYSE:IVZ)
finance.yahoo.com - July 22 at 12:33 AM
fiscalstandard.com logoBroker Outlook For Invesco Plc (NYSE:IVZ) - Fiscal Standard ... - Fiscal Standard (NYSE:IVZ)
www.fiscalstandard.com - July 21 at 11:49 AM
News IconShares of Invesco Plc (IVZ) Rally 6.98% - TheFounders Daily (NYSE:IVZ)
www.thefoundersdaily.com - July 18 at 11:01 AM
finance.yahoo.com logoTraditional Asset Managers Are Under Threat As Fees Shrink And Robo Advisors Prowl (NYSE:IVZ)
finance.yahoo.com - July 15 at 11:06 AM
News IconShares of Invesco Plc (IVZ) Sees Large Outflow of Money - TheFounders Daily (NYSE:IVZ)
www.thefoundersdaily.com - July 15 at 9:31 AM
finance.yahoo.com logoThe elusive but inevitable ‘flip’ (NYSE:IVZ)
finance.yahoo.com - July 15 at 9:00 AM
barrons.com logo[$$] Yielding 4%, Invesco Stock Can Generate 40% Return (NYSE:IVZ)
www.barrons.com - July 15 at 7:48 AM
finance.yahoo.com logoInvesco PowerShares Expands Industry-Leading Factor ETF Lineup, Launches DWA Momentum & Low Volatility Rotation Portfolio (DWLV) (NYSE:IVZ)
finance.yahoo.com - July 14 at 9:00 AM
seekingalpha.com logo5 Companies For Value Investors With A High Beta - July 2016 (NYSE:IVZ)
seekingalpha.com - July 13 at 6:07 PM
finance.yahoo.com logo5 Companies With High Beta for Value Investors (NYSE:IVZ)
finance.yahoo.com - July 13 at 1:54 PM
streetupdates.com logoStocks inside Analysts Spotlight: Invesco Plc (NYSE:IVZ) , Digital Realty Trust, Inc. (NYSE:DLR) - Street Updates (NYSE:IVZ)
www.streetupdates.com - July 13 at 8:40 AM

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Invesco PLC (NYSE:IVZ) Chart for Saturday, September, 24, 2016


Last Updated on 9/24/2016 by MarketBeat.com Staff