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: Financials
  • Industry: Wealth Management
  • Sub-Industry: Asset Management & Custody Banks
  • Symbol: NYSE:IVZ
  • CUSIP: G491BT10
  • Web: www.invesco.com
Capitalization:
  • Market Cap: $15.16 billion
  • Outstanding Shares: 406,891,000
Average Prices:
  • 50 Day Moving Avg: $34.60
  • 200 Day Moving Avg: $33.79
  • 52 Week Range: $27.46 - $37.51
P/E:
  • Trailing P/E Ratio: 16.61
  • Foreward P/E Ratio: 13.07
  • P/E Growth: 1.00
Sales & Book Value:
  • Annual Revenue: $4.84 billion
  • Price / Sales: 3.13
  • Book Value: $19.59 per share
  • Price / Book: 1.90
Dividend:
  • Annual Dividend: $1.16
  • Dividend Yield: 3.1%
Profitability:
  • EBITDA: $1.37 billion
  • Net Margins: 19.90%
  • Return on Equity: 12.29%
  • Return on Assets: 3.65%
Debt:
  • Debt-to-Equity Ratio: 0.73%
  • Current Ratio: 1.54%
  • Quick Ratio: 1.54%
Misc:
  • Average Volume: 2.47 million shs.
  • Beta: 1.8
  • Short Ratio: 2.2
 

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 Friday, July 28th. Investors 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's Dividend History.

How were Invesco's earnings last quarter?

Invesco Ltd. (NYSE:IVZ) announced its quarterly earnings results on Thursday, July, 27th. The company reported $0.64 EPS for the quarter, topping the consensus estimate of $0.61 by $0.03. The firm earned $906.30 million during the quarter, compared to the consensus estimate of $891.19 million. Invesco had a net margin of 19.90% and a return on equity of 12.29%. The business's revenue for the quarter was up 4.5% on a year-over-year basis. During the same quarter last year, the firm posted $0.56 EPS. View Invesco's Earnings History.

When will Invesco make its next earnings announcement?

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

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

11 brokerages have issued 12-month price objectives for Invesco's shares. Their predictions range from $33.00 to $41.00. On average, they expect Invesco's share price to reach $37.95 in the next twelve months. 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 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's key competitors?

Who are Invesco's key executives?

Invesco'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 stock?

Invesco's stock is owned by many different of institutional and retail investors. Top institutional shareholders include Reinhart Partners Inc. (0.18%), APG Asset Management N.V. (0.12%), Nationwide Fund Advisors (0.10%), BB&T Corp (0.08%), PGGM Investments (0.07%) and State Treasurer State of Michigan (0.03%). 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 APG Asset Management N.V., Reinhart Partners Inc., State Treasurer State of Michigan and BB&T Corp. Company insiders that have sold Invesco stock in the last year include Andrew Tak Shing Lo, 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 purchased by a variety of institutional investors in the last quarter, including Nationwide Fund Advisors, Robeco Institutional Asset Management B.V., Shell Asset Management Co., Fox Run Management L.L.C., FormulaFolio Investments LLC, PGGM Investments and Oakbrook Investments LLC. 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.

What is Invesco's stock price today?

One share of Invesco stock can currently be purchased for approximately $37.26.


MarketBeat Community Rating for Invesco (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 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 (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 (1.85% upside)
Consensus Price Target History for Invesco (NYSE:IVZ)
Price Target History for Invesco (NYSE:IVZ)
Analysts' Ratings History for Invesco (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, Inc. (The)DowngradeBuy -> 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
(Data available from 10/24/2015 forward)

Earnings

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
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 (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 (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)
44.96% (Based on This Year's Estimates)
40.70% (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
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 (NYSE:IVZ)
Insider Ownership Percentage: 1.80%
Institutional Ownership Percentage: 79.80%
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)

Headlines

Headline Trends for Invesco (NYSE:IVZ)
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Invesco (IVZ) Chart for Tuesday, October, 24, 2017

This page was last updated on 10/24/2017 by MarketBeat.com Staff

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