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: $14.83 billion
  • Outstanding Shares: 406,857,000
Average Prices:
  • 50 Day Moving Avg: $35.17
  • 200 Day Moving Avg: $32.38
  • 52 Week Range: $27.46 - $36.75
  • Trailing P/E Ratio: 16.58
  • Foreward P/E Ratio: 12.88
  • P/E Growth: 1.03
Sales & Book Value:
  • Annual Revenue: $4.78 billion
  • Price / Sales: 3.10
  • Book Value: $18.83 per share
  • Price / Book: 1.94
  • Annual Dividend: $1.16
  • Dividend Yield: 3.2%
  • EBIDTA: $1.34 billion
  • Net Margins: 18.94%
  • Return on Equity: 12.51%
  • Return on Assets: 3.88%
  • Debt-to-Equity Ratio: 0.81%
  • Current Ratio: 1.63%
  • Quick Ratio: 1.63%
  • Average Volume: 2.55 million shs.
  • Beta: 1.81
  • 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 Thursday, April 27th. Shareholders of record on Friday, May 12th will be paid a dividend of $0.29 per share on Friday, June 2nd. This represents a $1.16 dividend on an annualized basis and a yield of 3.18%. The ex-dividend date of this dividend is Wednesday, May 10th. This is a boost from Invesco PLC's previous quarterly dividend of $0.28. View Invesco PLC's Dividend History.

How were Invesco PLC's earnings last quarter?

Invesco PLC (NYSE:IVZ) released its quarterly earnings data on Thursday, April, 27th. The company reported $0.61 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.56 by $0.05. The firm had revenue of $1.19 billion for the quarter, compared to analysts' expectations of $1.22 billion. Invesco PLC had a return on equity of 12.51% and a net margin of 18.94%. The business's quarterly revenue was down .2% compared to the same quarter last year. During the same period in the prior year, the business posted $0.49 earnings per share. View Invesco PLC's Earnings History.

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

12 equities research analysts have issued 1 year price objectives for Invesco PLC's shares. Their predictions range from $33.00 to $41.00. On average, they expect Invesco PLC's share price to reach $36.79 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 Zacks categorized Investment Management industry over the last three months. The company’s strong balance sheet position along with cost savings efforts keeps it well-poised for bottom-line growth. While improving AUM and the company's diverse product offerings and alternative investment strategies should continue aiding revenue growth, high-debt levels and amortization of the company’s goodwill and intangible assets could have an adverse effect on its profitability. The deal to acquire Europe-based Source reflects its efforts to expand globally." (7/4/2017)
  • 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
  • Karen Dunn Kelley, Senior Managing Director - Investments
  • Tak Shing Lo, Senior Managing Director, Head - Invesco Asia Pacific
  • 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 a variety of of retail and institutional investors. Top institutional shareholders include Reinhart Partners Inc. (0.20%), CWM LLC (0.18%), Dalton Greiner Hartman Maher & Co. (0.15%), APG Asset Management N.V. (0.14%), Bank of Montreal Can (0.13%) and Arvest Bank Trust Division (0.09%). 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 Reinhart Partners Inc., Strs Ohio, First Citizens Bank & Trust Co., Dalton Greiner Hartman Maher & Co., BB&T Corp, US Bancorp DE, Exxonmobil Investment Management Inc. TX and Visionary Asset Management Inc.. Company insiders that have sold Invesco PLC stock in the last year include Andrew Tak Shing Lo, Edward P Lawrence, 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 acquired by a variety of institutional investors in the last quarter, including Dixon Hubard Feinour & Brown Inc. VA, Meag Munich Ergo Kapitalanlagegesellschaft MBH, Mn Services Vermogensbeheer B.V., Reliance Trust Co. of Delaware, ING Groep NV, Campbell & CO Investment Adviser LLC, Prospera Financial Services Inc and Aperio Group 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 $36.44.

MarketBeat Community Rating for Invesco PLC (NYSE IVZ)
Community Ranking:  3.4 out of 5 (  )
Outperform Votes:  550 (Vote Outperform)
Underperform Votes:  266 (Vote Underperform)
Total Votes:  816
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: $36.79 (0.97% upside)

Analysts' Ratings History for Invesco PLC (NYSE:IVZ)
DateFirmActionRatingPrice TargetImpact on Share PriceDetails
7/10/2017Morgan StanleyReiterated RatingOverweight$36.00 -> $38.00MediumView Rating Details
7/4/2017Jefferies Group LLCBoost Price TargetBuy$35.00 -> $40.00LowView Rating Details
7/2/2017Keefe, Bruyette & WoodsReiterated RatingBuy$36.00LowView 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
1/31/2017Wells Fargo & CompanyReiterated RatingOutperform$34.00N/AView Rating Details
1/12/2017J P Morgan Chase & CoReiterated RatingOverweightN/AView Rating Details
10/13/2016Barclays PLCBoost Price TargetOverweight$36.00 -> $37.00N/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 7/26/2015 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
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:6/2/2017
Annual Dividend:$1.16
Dividend Yield:3.18%
Dividend Growth:9.40% (3 Year Average)
Payout Ratio:52.97% (Trailing 12 Months of Earnings)
45.67% (Based on This Year's Estimates)
40.99% (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: 79.87%
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 logoU.S. Equities Steady as Investors Await Fed; Tech Shares Higher - July 26 at 8:44 PM logoInvesco PLC (IVZ) Expected to Post Earnings of $0.61 Per Share - July 26 at 9:12 AM logoInvesco (IVZ) to Report Q2 Earnings: What's in the Cards? - July 25 at 8:53 PM logoInvesco (IVZ) to Report Q2 Earnings: What's in the Cards? - July 25 at 8:53 PM logoReviewing Och-Ziff Capital Management Group (OZM) & Invesco PLC (IVZ) - July 25 at 6:12 PM logoUpdate: Invesco to terminate Invesco Emerging Markets Debt Fund in Canada - July 25 at 12:37 AM logoHead-To-Head Survey: Invesco PLC (IVZ) vs. Och-Ziff Capital Management Group (OZM) - July 22 at 7:12 PM logoFinancial Contrast: SEI Investments (SEIC) vs. Invesco PLC (IVZ) - July 22 at 6:29 PM logoCritical Comparison: Invesco PLC (IVZ) versus Och-Ziff Capital Management Group (OZM) - July 20 at 8:23 PM logoInvesco PLC to Post Q2 2017 Earnings of $0.61 Per Share, William Blair Forecasts (IVZ) - July 19 at 9:15 AM logoMoody's: Ratings of two Invesco closed-end funds unaffected by sale to new holders and return to original redemption process - July 18 at 3:13 AM logoThe Real Estate Rush - July 15 at 3:03 AM logoInvesco Dynamic Credit Opportunities Fund and Invesco Senior Income Trust VRTP Shares Update - July 15 at 3:03 AM logoInvesco Ltd. Announces June 30, 2017 Assets Under Management - July 13 at 3:47 AM logo5 New Morningstar Medalists You Might Like to Know - July 12 at 12:13 AM logoInvesco Ltd. To Announce Second Quarter 2017 Results - July 12 at 12:13 AM logoAdvisor Group, Jemstep Launch Fintech Platform For Financial Advisors, Retail Investors - July 11 at 2:24 PM logoInvesco PLC's (IVZ) Overweight Rating Reaffirmed at Morgan Stanley - July 10 at 9:57 AM logoEquities Analysts Offer Predictions for Invesco PLC's FY2017 Earnings (NYSE:IVZ) - July 10 at 7:37 AM logoInvesco PLC (IVZ) Receives Buy Rating from Jefferies Group LLC - July 4 at 9:42 PM logoInvesco PLC (IVZ) Stock Rating Upgraded by Zacks Investment Research - July 4 at 11:09 AM logoInvesco PLC (NYSE:IVZ) Receives Consensus Recommendation of "Buy" from Brokerages - July 4 at 8:49 AM logoInvesco PLC's (IVZ) Buy Rating Reaffirmed at Keefe, Bruyette & Woods - July 2 at 7:28 AM logo$1.20 Billion in Sales Expected for Invesco PLC (NYSE:IVZ) This Quarter - July 1 at 8:16 AM logoZacks: Analysts Anticipate Invesco PLC (IVZ) to Announce $0.60 EPS - June 29 at 10:30 PM logoRoyal Bank Of Canada Initiates Coverage on Invesco PLC (IVZ) - June 29 at 6:02 PM logoComparing Invesco PLC (IVZ) and Silvercrest Asset Management Group (SAMG) - June 28 at 12:06 AM logoMoody's: First ever inclusion of China shares in MSCI index will attract global capital inflows into Chinese equity markets - June 21 at 3:45 PM logoWL Ross & Co. LLC further strengthens its investment team with hiring of Head of Transportation - June 20 at 6:56 PM logoFinancial Name Yields 3.4%; Turnaround Story Intact? - June 19 at 5:01 PM logoInvesco Grows Distribution Network, Adds PowerShares ETFs to Pershing's New No-Transaction-Fee ETF Platform FundVest® ETF - June 19 at 12:14 PM logoFY2017 EPS Estimates for Invesco PLC Increased by Analyst (IVZ) - June 19 at 7:20 AM logoBidaskClub Upgrades Invesco PLC (IVZ) to "Buy" - June 14 at 7:48 PM logoInvesco's May AUM Up 2.1% on Improved Money Market Assets - June 13 at 10:49 AM logoRowing Upstream For Alpha - June 13 at 10:49 AM logoInvesco Ltd. Announces May 31, 2017 Assets Under Management - June 12 at 6:35 PM logoInvesco Ltd. (IVZ) Stock Rating Upgraded by ValuEngine - June 9 at 3:58 PM logoInvesco Ltd. (IVZ) Given Consensus Recommendation of "Buy" by Analysts - June 9 at 7:46 AM logoFitch Completes Traditional Investment Manager Global Peer Review - June 7 at 10:51 PM logoZacks: Brokerages Anticipate Invesco Ltd. (IVZ) Will Announce Quarterly Sales of $1.20 Billion - June 7 at 9:02 AM logo Brokerages Anticipate Invesco Ltd. (IVZ) Will Announce Earnings of $0.60 Per Share - June 5 at 8:22 PM logoAmidst Global Uncertainty, Sovereign Investors Prefer The US, Perceive Safety In Germany, And View UK As Less Attractive Since Brexit -- Invesco Study - June 5 at 6:08 PM logoSovereign investors prefer U.S., Germany: Invesco study - June 5 at 10:12 AM logoInvesco Ltd. (IVZ) Stock Rating Upgraded by Citigroup Inc - June 5 at 9:52 AM logoSovereign Wealth Funds May Sell Off U.K. Assets on Brexit Vote - June 4 at 11:10 PM logo[$$] Wealth funds cast doubt on UK's future as EU investment hub - June 4 at 11:10 PM logoSovereign investors raise property holdings, wary of UK on Brexit - June 4 at 11:10 PM logoValuEngine Downgrades Invesco Ltd. (IVZ) to Hold - June 4 at 10:38 AM logoInvesco streamlines and simplifies its mutual fund suite - May 26 at 2:36 AM logoInvesco Deserves A Spot In Your Dividend Growth Portfolio - May 23 at 11:06 AM



Invesco PLC (IVZ) Chart for Wednesday, July, 26, 2017

This page was last updated on 7/26/2017 by Staff