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StockVS

NYSE · Asset Management · USD

Invesco Ltd. (IVZ) Stock Analysis

Invesco Ltd. (IVZ) is a Asset Management stock listed on NYSE and quoted in US Dollar.

IVZ

$33.07

+$0.36 (+1.10%)

Sep 4, 2026 · Market close

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Price History

Hover for the daily close. The dotted line marks the period open.

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IVZ Key Statistics

As of Sep 4, 2026
Trading
Open
$32.32
Previous Close
$32.71
Day's Range
32.30–33.34
52-Week Range
20.67–33.66
Volume
2.86M
BetaHow much the share price moves relative to the wider market. 1.0 moves in line with it; above 1.0 swings more, below 1.0 less.
1.60
Valuation
Market Cap
$14.60B
P/E Ratio
unprofitable
Forward P/EShare price divided by forecast earnings for the year ahead, rather than the year just past.
10.14
PEG RatioThe P/E ratio divided by the expected earnings growth rate. It puts a high P/E in the context of how fast profits are growing.
0.90
P/S ratioMarket value divided by annual revenue. Useful for companies that are not yet profitable, where a P/E cannot be calculated.
2.12
EPS (ttm)Profit attributable to each share over the last twelve months.
−0.68
Financials (FY)
Revenue (FY)
$6.38B+5.11%
Net Income (FY)
−$281.70M−136.36%
Profit marginThe share of revenue left as profit after all costs and taxes.
−0.93%
Shares OutstandingThe total number of shares held by all investors. Market value is this figure multiplied by the share price.
441.50M
1-Year Return
+55.38%
Dividend and dates
Dividend
$0.86+2.63%
Ex-Dividend Date
August 14, 2026
Earnings Date
October 27, 2026
Avg Volume
4.84M

Only metrics the company reports are shown. Data provided by Yahoo Finance via yfinance. Updated daily.

IVZ Stock Return by Calendar Year

Calendar-year returns computed from daily closing prices. Partial years are shown muted and marked with an asterisk.

YearReturn
2026 (partial year)+28.75%
2025+56.94%
2024+3.02%
2023+4.18%
2022−18.71%
2021+35.56%
2020+3.06%
2019+14.91%
2018−52.05%
2017+24.67%
2016 (partial year)+3.40%

As of September 4, 2026.

IVZ Revenue and Earnings by Fiscal Year

FY ends December
Fiscal yearRevenueNet incomeNet margin
2025$6.38B−$281.70M−4.4%
2024$6.07B$774.80M12.8%
2023$5.72B−$96.90M−1.7%
2022$6.05B$920.70M15.2%
Fiscal yearRevenueGross profitOperating incomeNet incomeNet margin
2025$6.38B$2.25B−$695.70M−$281.70M−4.4%
2024$6.07B$2.03B$832.10M$774.80M12.8%
2023$5.72B$2.01B−$393.20M−$96.90M−1.7%
2022$6.05B$2.44B$1.34B$920.70M15.2%

Annual figures as reported, in the company's reporting currency. As of December 31, 2025.

IVZ Dividend History

$0.84+2.5% vs 2024

Dividends per share, 2025 · 4 payments

YearDividends per sharePaymentsChange
2026*$0.643—
2025$0.844+2.5%
2024$0.824+3.4%
2023$0.794+7.4%
YearDividends per sharePaymentsChange
2026 (partial year)$0.643—
2025$0.844+2.5%
2024$0.824+3.4%
2023$0.794+7.4%
2022$0.734+10.4%
2021$0.674−14.2%
2020$0.784−37.0%
2019$1.234+3.4%
2018$1.194+3.5%
2017$1.154+310.7%
2016$0.281—

Most recent payment: $0.21 per share, ex-dividend August 14, 2026. Per-share amounts summed by calendar year from ex-dividend dates. Partial years are shown muted and marked with an asterisk.

IVZ Valuation vs Asset Management Median

Median of 561 stocks
MetricIVZAsset Management medianvs median
P/S ratio2.1210.420.2x the median
Profit margin−0.93%24.09%25.0 pts below

Medians across 561 Asset Management stocks that report the metric. Medians, not averages, so one outlier cannot move them. As of September 4, 2026.

Recent News

All 20 articles ↓

News provided by third-party sources. Not financial advice.

Analysis

Data-derived

Company Overview

Invesco Ltd. (IVZ) carries a market capitalisation of $14.60B. The company sits in the Financial Services sector, in the Asset Management industry. The company reports 7,405 employees.

Over the past 52 weeks the price has ranged from $20.67 to $33.66. The most recent close on file for IVZ is $33.07, dated September 4, 2026. That is +$0.36 (+1.10%) against the previous close. The latest close sits 59.99% above that 52-week low.

Financial Health

The most recent full year on file, fiscal 2025, shows revenue of $6.38B. Against the prior fiscal year total of $6.07B, that is a change of +5.11%. The same year closed with a net loss of $281.70M. The reported profit margin is −0.93%. That is 25 percentage points below the Asset Management median of 24.09%. Trailing earnings per share are −0.68.

Across the 4 fiscal years on file, revenue moves from $6.05B in 2022 to $6.38B in 2025. Of those 4 years, 2 report positive net income.

Valuation Assessment

The record shows negative trailing earnings, so no price-to-earnings ratio is published. The forward P/E on file is 10.14. The PEG ratio, which sets the P/E against expected earnings growth, reads 0.9. Measured against sales, the shares trade at 2.12 times revenue. On price-to-sales that is 0.2 times the Asset Management median of 10.42. The medians here are taken across 561 Asset Management companies that report the metric.

Beta against the wider market is reported at 1.61. Daily returns over the trailing 10 years annualize to a volatility of 39.29%. Over the trailing twelve months the price has returned +55.38%. Across 10 years the annualized return works out at +5.11%.

Growth & Income

IVZ pays a dividend yielding 2.63%. That is 5.5 percentage points below the Asset Management median yield of 8.11%. At the indicated rate that is $0.86 a share a year. The ex-dividend date on file is August 14, 2026. Dividends are recorded for 11 calendar years; 2026 shows 3 payments totalling $0.64 a share. The year before, 2025, totalled $0.84 a share.

Across the complete calendar years on file, 2025 returned +56.94% and 2018 returned −52.05%. Of the 9 complete calendar years on file, 7 finished higher. So far in 2026 the price is +28.75%.

Peer Comparison

Invesco Ltd. (IVZ) operates in the Asset Management industry. Here is how it compares to its closest peers by market capitalization:

Company Ticker Market Cap P/E Ratio
Invesco Ltd. IVZ $14.60B —
BlackRock, Inc. BLK $182.35B 26.9
Blackstone Inc. BX $162.74B 30.5
KKR & Co. Inc. KKR $99.50B 34.4

The Asset Management industry average P/E ratio is 10.3x. Invesco Ltd. has no P/E ratio because it is not currently profitable.

Every figure above is read from this page's own data on each nightly rebuild. Informational only, not financial advice. As of September 4, 2026.

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About Invesco Ltd.

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, commodity, fixed income, 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 prefers to invest between $5 million and $15 million in companies. 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 Asia, Europe, Africa and North America.

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