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:
  • Market Cap: $13.91567 billion
  • Outstanding Shares: 406,892,000
Average Prices:
  • 50 Day Moving Avg: $33.22
  • 200 Day Moving Avg: $33.02
  • 52 Week Range: $27.46 - $36.84
  • Trailing P/E Ratio: 15.25
  • Foreward P/E Ratio: 12.26
  • P/E Growth: 1.02
Sales & Book Value:
  • Annual Revenue: $4.84 billion
  • Price / Sales: 2.88
  • Book Value: $19.59 per share
  • Price / Book: 1.75
  • Annual Dividend: $1.16
  • Dividend Yield: 3.4%
  • EBIDTA: $1.37 billion
  • Net Margins: 18.98%
  • Return on Equity: 12.74%
  • Return on Assets: 3.82%
  • Debt-to-Equity Ratio: 0.73%
  • Current Ratio: 1.54%
  • Quick Ratio: 1.54%
  • Average Volume: 2.50 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 announced a quarterly dividend on Friday, July 28th. Shareholders of record on Thursday, August 17th will be paid a dividend of $0.29 per share on Friday, September 1st. This represents a $1.16 annualized dividend and a yield of 3.39%. The ex-dividend date of this dividend is Tuesday, August 15th. View Invesco PLC's Dividend History.

How were Invesco PLC's earnings last quarter?

Invesco PLC (NYSE:IVZ) issued its quarterly earnings results on Thursday, July, 27th. The company reported $0.64 earnings per share (EPS) for the quarter, topping the Thomson Reuters' consensus estimate of $0.61 by $0.03. The firm had revenue of $906.30 million for the quarter, compared to the consensus estimate of $891.19 million. Invesco PLC had a return on equity of 12.74% and a net margin of 18.98%. The company's revenue for the quarter was up 4.5% on a year-over-year basis. During the same period last year, the firm 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?

12 brokers have issued 12 month target prices for Invesco PLC's shares. Their predictions range from $33.00 to $41.00. On average, they anticipate Invesco PLC's share price to reach $37.23 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 outperformed the industry over the last six months. The company’s second-quarter 2017 earnings outpaced the Zacks Consensus Estimate. Its strong balance sheet position along with cost savings efforts keeps it well-poised for bottom-line growth. Also, improving assets under management (AUM) and the company's diverse product offerings and alternative investment strategies should continue aiding revenue growth. However, high-debt levels could hinder it from procuring additional finance. Further, amortization of the company’s goodwill and intangible assets could have an adverse effect on its profitability." (8/1/2017)
  • 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 shareholders include Vanguard Group Inc. (10.12%), BlackRock Inc. (7.83%), State Street Corp (4.68%), Capital International Investors (3.13%), JPMorgan Chase & Co. (2.70%) and Bank of New York Mellon Corp (2.28%). 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 Ameriprise Financial Inc., BB&T Securities LLC, Sound Shore Management Inc. CT, Lord Abbett & CO. LLC, State Street Corp, BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp, BlackRock Inc. and Thrivent Financial For Lutherans. 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 bought by a variety of institutional investors in the last quarter, including Janus Henderson Group PLC, FMR LLC, Kiltearn Partners LLP, Vanguard Group Inc., Bain Capital Public Equity Management LLC, W. E. Donoghue & Co. LLC, Quantitative Investment Management LLC and Koch Industries Inc.. 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 $34.20.

MarketBeat Community Rating for Invesco PLC (NYSE IVZ)
Community Ranking:  3.3 out of 5 (star star star)
Outperform Votes:  587 (Vote Outperform)
Underperform Votes:  299 (Vote Underperform)
Total Votes:  886
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: 2 Hold Ratings, 9 Buy Ratings, 1 Strong Buy Rating
Consensus Rating:Buy (Score: 2.92)
Consensus Price Target: $37.23 (8.85% upside)

Analysts' Ratings History for Invesco PLC (NYSE:IVZ)
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
9/8/2017Barclays PLCInitiated CoverageOverweight -> Overweight$38.00LowView Rating Details
8/17/2017Jefferies Group LLCSet Price TargetBuy$41.00LowView Rating Details
7/30/2017Wells Fargo & CompanyReiterated RatingOutperformMediumView Rating Details
7/30/2017Keefe, Bruyette & WoodsReiterated RatingBuy$39.00MediumView 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
6/5/2017Citigroup Inc.UpgradeNeutral -> Buy$35.00 -> $37.50MediumView 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
3/15/2017Goldman Sachs Group, Inc. (The)UpgradeNeutral -> Conviction-Buy$30.00 -> $37.00HighView 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
10/9/2015Susquehanna Bancshares IncLower Price TargetPositive$39.00 -> $38.00N/AView Rating Details
(Data available from 9/25/2015 forward)


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
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)


Earnings Estimates for Invesco PLC (NYSE:IVZ)
2017 EPS Consensus Estimate: $2.47
2018 EPS Consensus Estimate: $2.58
QuarterNumber of EstimatesLow EstimateHigh EstimateAverage Estimate
Q1 20172$0.55$0.58$0.57
Q2 20172$0.59$0.61$0.60
Q3 20172$0.62$0.66$0.64
Q4 20172$0.64$0.68$0.66
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)
Most Recent Dividend:9/1/2017
Annual Dividend:$1.16
Dividend Yield:3.39%
Dividend Growth:9.40% (3 Year Average)
Payout Ratio:52.02% (Trailing 12 Months of Earnings)
45.49% (Based on This Year's Estimates)
41.58% (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
(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: 79.79%
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)


Headline Trends for Invesco PLC (NYSE:IVZ)
Latest Headlines for Invesco PLC (NYSE:IVZ)
DateHeadline logoInvesco Ltd. breached its 50 day moving average in a Bullish Manner : IVZ-US : September 25, 2017 - September 25 at 9:23 AM logoInvesco's PowerShares Launches New ETFs Tracking MSCI USA Indexes - September 22 at 1:37 PM logo$1.29 Billion in Sales Expected for Invesco PLC (IVZ) This Quarter - September 21 at 1:36 PM logoExpected Dividends of Alternative Asset Managers - September 20 at 4:29 PM logo$0.64 EPS Expected for Invesco PLC (IVZ) This Quarter - September 19 at 6:30 AM logoWhat's Next For This Top ETF Provider And Smart-Beta Pioneer? - September 18 at 7:31 PM logoHow Invesco’s Dividend Yield Curve Has Evolved - September 18 at 7:31 PM logoInvesco PLC (IVZ) Receives Consensus Rating of "Buy" from Analysts - September 17 at 9:02 AM logoInvesco Mortgage Capital Inc. Announces Quarterly Common and Preferred Stock Dividends and Increase in Total Assets to $18.5 Billion as of August 31, 2017 - September 16 at 2:32 AM logoInvesco Ltd. : IVZ-US: Dividend Analysis : August 17th, 2017 (record date) : By the numbers : September 15, 2017 - September 16 at 2:32 AM logoInvesco Ltd. Announces August 31, 2017 Assets Under Management - September 12 at 4:54 PM logoBarclays PLC Begins Coverage on Invesco PLC (IVZ) - September 9 at 11:58 AM logoHave Investors Already Priced In Invesco Ltd’s (IVZ) Growth? - September 9 at 1:10 AM logoInvesco Ltd. (IVZ) Lowered to Hold at ValuEngine - September 3 at 12:28 AM logoHouston-Area Fund Firms Soldier on Through Harvey - August 31 at 8:05 PM logoInvesco: Whatever it Takes to Get Scale? - August 26 at 6:20 AM logoInvesco Nearing Deal to Buy Guggenheim ETF Business - August 25 at 7:17 AM logoInvesco Close to Deal for Guggenheim ETF Business - August 24 at 8:10 AM logo[$$] Invesco Has Right Mix at the Right Price - August 24 at 8:10 AM logoPRESS DIGEST- Wall Street Journal - Aug 24 - August 24 at 8:10 AM logoInvesco PLC (IVZ) Receives Average Rating of "Buy" from Brokerages - August 23 at 9:16 AM logoInvesco PLC (IVZ) Downgraded to Sell at BidaskClub - August 19 at 5:20 PM logoAre stocks overvalued? - August 18 at 7:51 PM logoInvesco expands its ability to meet client needs in EMEA and globally by completing its acquisition of Source, a leading independent provider of ETFs - August 18 at 7:51 PM logoInvesco PLC (IVZ) Given a $41.00 Price Target by Jefferies Group LLC Analysts - August 18 at 11:22 AM logoLegg Mason's (LM) AUM Ascends in July, Net Inflows Recorded - August 16 at 2:14 AM logoKeyBank's Key Investment Services (KIS) Partners with Jemstep to Offer Digital Advice Platform to Select Clients - August 16 at 2:14 AM logoInvesco PLC (IVZ) Expected to Post Quarterly Sales of $1.29 Billion - August 15 at 12:16 PM logoOch-Ziff Capital Management Group (OZM) versus Invesco PLC (NYSE:IVZ) Critical Survey - August 12 at 12:12 PM logoInvesco PLC (NYSE:IVZ) and Och-Ziff Capital Management Group (OZM) Critical Comparison - August 11 at 9:04 PM logoInvesco (IVZ) July AUM Up 2.2% on Higher Money Market Assets - August 11 at 4:37 AM logoInvesco: Stay Positive, Net Flows Are Good - August 11 at 4:37 AM logoInvesco PLC (IVZ) Plans Quarterly Dividend of $0.29 - August 10 at 2:20 PM logoSee what the IHS Markit Score report has to say about Invesco Ltd. - August 10 at 2:33 AM logoInvesco Ltd. Announces July 31, 2017 Assets Under Management - August 9 at 9:31 PM logoOutline of Invesco Mid Cap Growth Y Fund (VGRDX) - August 7 at 7:28 PM logo[$$] Guggenheim Funds Are Worth the Price For Invesco - August 6 at 11:29 PM logoInvesco (IVZ) Eyes Guggenheim Partners' $30B ETF Business (Revised) - August 4 at 8:26 PM logoReviewing Invesco PLC (NYSE:IVZ) and Och-Ziff Capital Management Group (OZM) - August 4 at 12:28 PM logoInvesco in Talks to Buy Guggenheim Funds - August 3 at 8:14 PM logoInvesco Negotiating With Guggenheim to Purchase Piece of Management Business - August 3 at 8:14 PM logoInvesco (IVZ) Eyes Guggenheim Partners' $30B ETF Business - August 3 at 8:14 PM logoInvesco May Buy Guggenheim ETFs and Mutual Funds - August 3 at 8:14 PM logoInvesco in talks to acquire Guggenheim ETF business -source - August 3 at 5:35 AM logo[$$] Invesco targets Guggenheim's ETF business in expansion push - August 3 at 12:35 AM logoInvesco PLC (NYSE:IVZ) Cut to "Hold" at Zacks Investment Research - August 1 at 10:21 AM logoInvesco Ltd. breached its 50 day moving average in a Bearish Manner : IVZ-US : July 31, 2017 - July 31 at 7:27 PM logoInvesco Ltd. :IVZ-US: Earnings Analysis: Q2, 2017 By the Numbers : July 31, 2017 - July 31 at 7:27 PM logoInvesco PLC (NYSE:IVZ) Rating Reiterated by Wells Fargo & Company - July 30 at 2:39 PM logoJefferies Group LLC Reiterates Buy Rating for Invesco PLC (IVZ) - July 30 at 2:38 PM



Invesco PLC (IVZ) Chart for Monday, September, 25, 2017

This page was last updated on 9/25/2017 by Staff