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: $29.70
  • 50 Day Moving Average: $30.626
  • 200 Day Moving Average: $29.610
  • 52-Week Range: $23.02 - $35.00
  • Trailing P/E Ratio: 14.664
  • Foreward P/E Ratio: 11.08
  • P/E Growth: 1.280
  • Market Cap: $11.90B
  • Outstanding Shares: 409,916,000
  • Beta: 1.96
  • Net Margins: 17.27%
  • Return on Equity: 11.35%
  • Return on Assets: 3.92%
  • 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: 4 Hold Ratings, 9 Buy Ratings
Consensus Rating:Buy (Score: 2.69)
Consensus Price Target: $36.09 (21.52% upside)

Analysts' Ratings History for Invesco PLC (NYSE:IVZ)
DateFirmActionRatingPrice TargetDetails
10/15/2016Keefe, Bruyette & WoodsSet Price TargetBuy$36.00View Rating Details
10/14/2016Deutsche Bank AGDowngradeBuy -> Hold$36.00 -> $32.00View Rating Details
10/13/2016Barclays PLCBoost Price TargetOverweight$36.00 -> $37.00View Rating Details
10/11/2016Jefferies GroupBoost Price TargetBuy$30.00 -> $37.00View Rating Details
9/26/2016Bank of America Corp.Reiterated RatingBuy$37.00 -> $37.00View Rating Details
9/21/2016Wells Fargo & Co.Reiterated RatingBuyView Rating Details
7/29/2016JPMorgan Chase & Co.Boost Price TargetOverweight$36.00 -> $37.00View 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
(Data available from 10/27/2014 forward)


Earnings History for Invesco PLC (NYSE:IVZ)
DateQuarterConsensus EstimateActual EPSRevenue EstimateActual RevenueRelease LinkConference CallDetails
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: $2.29 EPS
Next Year EPS Consensus Estimate: $2.68 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$0.61$0.61$0.61
(Data provided by Zacks Investment Research)


Current Dividend Information for Invesco PLC (NYSE:IVZ)
Annual Dividend:$1.12
Dividend Yield:3.77%
Dividend Growth:18.30% (3 Year Average)
Payout Ratio:56.57% (Based on Trailing 12 Months of Earnings)
48.91% (Based on Current Year Consensus EPS Estimate)
41.79% (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
(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: 82.08%
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)


Latest Headlines for Invesco PLC (NYSE:IVZ)
DateHeadline logoInvesco misses Street 3Q forecasts (NYSE:IVZ) - October 27 at 10:30 AM logoINVESCO LTD. Files SEC form 8-K, Results of Operations and Financial Condition, Financial Statements and Exhibits (NYSE:IVZ) - October 27 at 10:30 AM logoInvesco (IVZ) Misses on Q3 Earnings & Revenue Estimates (NYSE:IVZ) - October 27 at 10:30 AM logoWhat to Expect When Invesco (IVZ) Posts Q3 Earnings (NYSE:IVZ) - October 26 at 5:46 PM logoNotification of major shareholding by Invesco Limited (NYSE:IVZ) - October 25 at 10:43 AM logoWill Invesco (IVZ) Stock Continue to Rise Post Q3 Earnings? (NYSE:IVZ) - October 25 at 10:43 AM
News IconNotable Runner- Invesco Plc (NYSE:IVZ) - Hot Stocks Point (NYSE:IVZ) - October 24 at 5:32 PM logoInvesco Receives Highest Ranking for Digital Presence Among Industry Peers (NYSE:IVZ) - October 24 at 5:32 PM
News IconLatest Analyst Ratings For Invesco Plc (NYSE:IVZ) (NYSE:IVZ) - October 21 at 9:01 AM logoForm 8.3 - Amendment to Deutsche Boerse released 20.10.2016 (NYSE:IVZ) - October 21 at 9:01 AM
News IconInvesco Plc (NYSE:IVZ) Updated Broker Price Targets (NYSE:IVZ) - October 19 at 6:02 PM logoInvesco announces cash distributions for Canadian-listed PowerShares ETFs (NYSE:IVZ) - October 19 at 6:02 PM
News IconRetirement Design & Management Inc. ADV decides to keep it stake in Invesco PLC (IVZ) to the level of $676000 - DailyQuint (NYSE:IVZ) - October 19 at 10:37 AM
News IconInvesco PLC (IVZ) Downgraded by Deutsche Bank AG to "Hold" (NYSE:IVZ) - October 18 at 5:38 PM logoBlackRock (BLK) Q3 Earnings Top Estimates on Lower Costs (NYSE:IVZ) - October 18 at 10:53 AM logoInvesco Ltd. : IVZ-US: Dividend Analysis : August 18th, 2016 (record date) : By the numbers : October 17, 2016 (NYSE:IVZ) - October 17 at 5:41 PM
News IconInvesco PLC (IVZ) PT Raised to $37.00 - DailyQuint (NYSE:IVZ) - October 17 at 10:44 AM logoInvesco Plc (NYSE:IVZ) Deferred Tax Assets At $38.4 - (NYSE:IVZ) - October 16 at 5:34 PM
News IconInvesco Plc (NYSE:IVZ) – Broker Update - NewsDen (NYSE:IVZ) - October 15 at 5:26 PM
News IconPrice Don't Lie: Invesco Ltd. Declines Again; Strong Momentum for Sellers (NYSE:IVZ) - October 15 at 10:27 AM logoInvesco downgraded by Deutsche Bank (NYSE:IVZ) - October 14 at 5:35 PM logoBank Bonds May Lead Invesco Rally (IVZ) (NYSE:IVZ) - October 14 at 5:35 PM logoInvesco (IVZ) Stock Lower, Deutsche Bank Downgrades (NYSE:IVZ) - October 14 at 5:35 PM logoInvesco Ltd. To Announce Third Quarter 2016 Results (NYSE:IVZ) - October 13 at 5:46 PM logoLegg Mason's (LM) September AUM Declines (NYSE:IVZ) - October 13 at 5:46 PM logoT. Rowe Price, Invesco Ready to Pounce on Lagging Bank Bonds (NYSE:IVZ) - October 13 at 5:46 PM logoInvesco's Capital Inflows Paint A Nice Picture Of Q3 (NYSE:IVZ) - October 12 at 12:20 PM
News IconPlains GP Holdings' (PAGP) Sector Perform Rating Reaffirmed at Scotiabank (NYSE:IVZ) - October 12 at 10:53 AM logoMomentum Stocks: Invesco Ltd. (IVZ), Williams Companies, Inc. (WMB), Oclaro, Inc. (OCLR) (NYSE:IVZ) - October 12 at 10:53 AM logoInvesco Ltd. breached its 50 day moving average in a Bearish Manner : IVZ-US : October 12, 2016 (NYSE:IVZ) - October 12 at 10:53 AM logoINVESCO LTD. Files SEC form 8-K, Regulation FD Disclosure, Financial Statements and Exhibits (NYSE:IVZ) - October 12 at 10:53 AM logoInvesco's (IVZ) September AUM Slips 0.1% on Net Outflows (NYSE:IVZ) - October 12 at 10:53 AM logoHow the Oracle of Oxford Won a Cult Following (NYSE:IVZ) - October 10 at 10:24 AM
News IconUpgrades And Downgrades For Invesco Plc (NYSE:IVZ) - NewsDen (NYSE:IVZ) - October 8 at 5:23 PM logo3 Top Invesco Mutual Funds (NYSE:IVZ) - October 7 at 10:45 AM logo10,000 years of smart beta data (NYSE:IVZ) - October 6 at 11:07 AM
News IconGenworth Financial Inc (GNW) showed P/E ratio of 0 (NYSE:IVZ) - October 5 at 5:38 PM logoDividend Leaders Cisco, Toronto Dominion In Possible Bases (NYSE:IVZ) - October 5 at 5:38 PM logoKlyde Warren Park inspires Invesco to give Uptown office tower new name (NYSE:IVZ) - October 3 at 5:26 PM logoWhat Should You Avoid While Interest Rates Are Low? (NYSE:IVZ) - September 30 at 5:56 PM logoInvesco: Poised To Outperform - Benzinga (NYSE:IVZ) - September 27 at 5:41 PM logoComunicado ao mefrcado: redução de participação da Invesco (NYSE:IVZ) - September 27 at 5:41 PM logoInvesco: Poised To Outperform (NYSE:IVZ) - September 26 at 5:47 PM logoInvesco And The Rise Of Smart Beta - Benzinga (NYSE:IVZ) - September 22 at 3:52 PM
News IconAnalyst Price Target Estimates: Invesco Plc (NYSE:IVZ) (NYSE:IVZ) - September 21 at 9:53 AM logoSurvey Forecasts Rising Usage of Factor-Based ETFs as "Next Wave of Smart Beta" May Improve Diversification and Dampen Portfolio Volatility (NYSE:IVZ) - September 21 at 9:53 AM logoTop 3 Balanced Mutual Funds for Stable Returns (NYSE:IVZ) - September 19 at 5:44 PM logoResearch Analysts Set Invesco Plc (NYSE:IVZ)'s Price Target At $34.714 - (NYSE:IVZ) - September 15 at 8:54 AM logoInvesco Mortgage Capital Inc. Announces Quarterly Common and Preferred Stock Dividends (NYSE:IVZ) - September 14 at 5:48 PM logoBuy 4 Best Rated Invesco Mutual Funds Now (NYSE:IVZ) - September 13 at 10:32 AM


Invesco PLC (NYSE:IVZ) Chart for Thursday, October, 27, 2016

Last Updated on 10/27/2016 by Staff