Invesco Ltd. (IVZ)
- Previous Close
15.58 - Open
14.64 - Bid --
- Ask --
- Day's Range
14.56 - 15.00 - 52 Week Range
12.48 - 18.71 - Volume
10,971,057 - Avg. Volume
4,492,141 - Market Cap (intraday)
6.558B - Beta (5Y Monthly) 1.42
- PE Ratio (TTM)
-- - EPS (TTM)
-0.73 - Earnings Date Jul 23, 2024 - Jul 29, 2024
- Forward Dividend & Yield 0.80 (5.49%)
- Ex-Dividend Date May 13, 2024
- 1y Target Est
17.94
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.com8,527
Full Time Employees
December 31
Fiscal Year Ends
Sector
Industry
Recent News: IVZ
Performance Overview: IVZ
Trailing total returns as of 4/23/2024, which may include dividends or other distributions. Benchmark is .
YTD Return
1-Year Return
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5-Year Return
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Statistics: IVZ
Valuation Measures
Market Cap
6.56B
Enterprise Value
17.68B
Trailing P/E
--
Forward P/E
8.58
PEG Ratio (5yr expected)
1.53
Price/Sales (ttm)
1.16
Price/Book (mrq)
0.62
Enterprise Value/Revenue
3.09
Enterprise Value/EBITDA
15.63
Financial Highlights
Profitability and Income Statement
Profit Margin
-1.74%
Return on Assets (ttm)
1.72%
Return on Equity (ttm)
-0.73%
Revenue (ttm)
5.77B
Net Income Avi to Common (ttm)
-337.2M
Diluted EPS (ttm)
-0.73
Balance Sheet and Cash Flow
Total Cash (mrq)
895.7M
Total Debt/Equity (mrq)
7.93%
Levered Free Cash Flow (ttm)
--
Research Analysis: IVZ
Company Insights: IVZ
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Research Reports: IVZ
Analyst Report: Invesco Ltd
Invesco is an independent global investment manager; it provides a variety of investment alternatives to high-net-worth and retail investors, as well as to institutions worldwide. Headquartered in Atlanta and incorporated in Bermuda, it offers investors equity, fixed-income, and alternative investment funds. IVZ shares are a component of the S&P 500. The company's operations date back to England and Wales in 1935, and the original Invesco was founded in the United States in 1978. After a series of smaller mergers in the 1980s, the company merged with AIM in 1997 to form AMVESCAP, and was then rebranded as Invesco in 2007. In May 2019, Invesco acquired the Oppenheimer Funds asset management affiliate of MassMutual.
RatingPrice TargetMarket Update: ABT, ERIC, IVZ
U.S. stocks were higher on Tuesday morning following a number of positive earnings reports. On the housing front, new home sales for March rose to a seasonally adjusted rate of 693,000, above expectations for 669,000. Spotify Technology (SPOT) is up 14% after reporting above-consensus results and gross margin improvement. The Dow was up 0.5%, the S&P 500 rose 0.96% and the Nasdaq gained 1.4%. Crude oil is trading above $82 per barrel and gold fell $11 to $2334 per ounce.
Analyst Report: Invesco Ltd.
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of March 2024, the firm had $1.663 trillion in assets under management spread among its equity (54% of AUM), balanced (4%), fixed-income (20%), alternative investment (10%), and money market (12%) operations. Passive products account for 40% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).
RatingPrice TargetAnalyst Report: Invesco Ltd.
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of March 2024, the firm had $1.663 trillion in assets under management spread among its equity (54% of AUM), balanced (4%), fixed-income (20%), alternative investment (10%), and money market (12%) operations. Passive products account for 40% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).
RatingPrice Target