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Invesco Ltd. (IVZ)

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15.19
-0.36
(-2.32%)
At close: March 28 at 4:00:02 PM EDT
15.00
-0.19
(-1.25%)
Pre-Market: 5:00:15 AM EDT
Loading Chart for IVZ
  • Previous Close 15.55
  • Open 15.48
  • Bid 15.00 x 3100
  • Ask --
  • Day's Range 15.10 - 15.56
  • 52 Week Range 14.16 - 19.55
  • Volume 3,401,109
  • Avg. Volume 4,759,433
  • Market Cap (intraday) 6.799B
  • Beta (5Y Monthly) 1.40
  • PE Ratio (TTM) 12.87
  • EPS (TTM) 1.18
  • Earnings Date Apr 21, 2025 - Apr 25, 2025
  • Forward Dividend & Yield 0.82 (5.40%)
  • Ex-Dividend Date Feb 14, 2025
  • 1y Target Est 19.31

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

www.invesco.com

8,508

Full Time Employees

December 31

Fiscal Year Ends

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Performance Overview: IVZ

Trailing total returns as of 3/28/2025, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

IVZ
12.12%
S&P 500 (^GSPC)
5.11%

1-Year Return

IVZ
3.90%
S&P 500 (^GSPC)
6.22%

3-Year Return

IVZ
21.76%
S&P 500 (^GSPC)
21.97%

5-Year Return

IVZ
102.17%
S&P 500 (^GSPC)
119.59%

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Statistics: IVZ

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Valuation Measures

Annual
As of 3/28/2025
  • Market Cap

    6.80B

  • Enterprise Value

    16.86B

  • Trailing P/E

    12.87

  • Forward P/E

    8.21

  • PEG Ratio (5yr expected)

    --

  • Price/Sales (ttm)

    1.15

  • Price/Book (mrq)

    0.64

  • Enterprise Value/Revenue

    2.78

  • Enterprise Value/EBITDA

    13.56

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    12.77%

  • Return on Assets (ttm)

    2.31%

  • Return on Equity (ttm)

    4.76%

  • Revenue (ttm)

    6.07B

  • Net Income Avi to Common (ttm)

    538M

  • Diluted EPS (ttm)

    1.18

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    986.5M

  • Total Debt/Equity (mrq)

    8.59%

  • Levered Free Cash Flow (ttm)

    571.08M

Research Analysis: IVZ

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