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Buy Day today: Neutral (53) Mixed market breadth · no major macro event

Invesco Plc (IVZ)

Financial Services Asset Management
29.60 $
+0.6% vs. previous close
Closing price · As of: 31. Jul 2026
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Trading Day

Previous Close
29.40$
Open
29.70$
Day High
29.90$
Day Low
29.30$
Volume
4,722,035shares

Key levels of the most recently completed trading day — not a live quote.

52-Week Range

52-Week Low 52-Week High
20.50 $ 30.50 $
08/11/2025 07/22/2026

Current price 29.60 $ — 91% of the range above the low.

Lowest and highest closing price over the last 52 weeks. The marker shows where the current price sits within that range: close to the high speaks for strength, close to the low for weakness.

Basics

Market Cap
14.0$B
Shares Outstanding
442Mio.
Float
80.7%
Beta
1.6

Performance

Perf. 1M
-6.30%
Perf. 3M
14.20%
Perf. 6M
-1.80%
YTD Performance (%)
4.50%
52-Week-High Distance
-13.3%
Perf. 1Y
45.82%
Perf. 3Y
101.96%
Perf. 5Y
49.97%
Perf. 10Y
59.37%
Perf. Since Inception
1,119.36%

Technical Indicators

MA 38 Days
28.40$
MA 50 Days
28.20$
MA 200 Days
26.10$
RSI (14)
54.8
Volatility 30 Days
43.4%
Volatility 250 Days
33.6%

Calculated from the price history · as of 08/03/2026

Valuation

P/E
Forward P/E
10.9
PEG
0.9
P/B
1.4
P/S
2.1
EV/EBITDA
13.5
Price/FCF
7.8

Profitability

Gross Margin
29.6%
EBIT Margin
19.1%
Net Margin
-0.9%
Return on Equity
-1.5%
Return on Assets
2.9%

Balance Sheet & Safety

Equity Ratio
45.7%
Debt/Equity
2.7
Altman Z″
7.02
Piotroski
5 out of 9

Growth

Sales Growth Last Quarter
14.10%
EPS Growth Last Quarter
35.00%
Sales Growth (Year)
5.11%
Forward Sales Growth
6.07%
Forward EPS Growth
15.10%

Dividend

Dividend Yield
2.91%
Dividend Per Share (TTM)
0.85$
Payout Ratio
33.9%
Years Without a Cut
4Years
Increase Streak
4Years

Quality & Screener

Stage
2
RS Rating
73
EPS Rating
73
Piotroski
5 out of 9
Fundamental Rating
C (50 out of 100)
Altman Z″
7.02

AI Rating

Not yet rated — we only show a category once an SEC-backed file with at least two cited passages is available. How the Rating Is Built

Analysts & Price Target

Current Price 29.60 $
Price Target (average) 32.46 $

The price target sits 9.7% above the current price.

Consensus
Hold
Analyst Ratings
14
Distribution of Recommendations
Strong Buy 1
Buy 1
Hold 11
Sell 0
Strong Sell 1

Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.

Estimates by Fiscal Year

Estimates by Fiscal Year
Fiscal Year EPS Estimate ($) EPS Range ($) Revenue Estimate ($M) Expected Growth Analysts
12/31/2026 2.78 2.66 – 2.84 5,418 36.9% 11
12/31/2027 3.24 3.02 – 3.45 5,878 16.5% 13

Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.

Revenue & Profit

Cash Flow

Balance Sheet

Margins

Per Share

Click the chart or tab into it, then use ← and → to step through the periods.

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The figures could not be loaded right now.

Sales Per Quarter ($M)
2024: Q4 · 1,593.0 $M Q4 2025: Q1 · 1,529.2 $M Q1 2025: Q2 · 1,515.5 $M Q2 2025: Q3 · 1,640.4 $M Q3 2025: Q4 · 1,692.0 $M Q4 2026: Q1 · 1,744.5 $M Q1

Source: fundamental data

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Quarterly Figures

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 0.59 1,593 12.70 16.90 317 324
2025: Q1 0.51 14.60 1,529 3.70 15.10 -85 -108
2025: Q2 0.45 6.80 1,516 2.20 13.40 548 571
2025: Q3 0.76 203.40 1,640 8.20 21.10 606 586
2025: Q4 -2.34 -495.50 1,692 6.20 -62.70 456 432
2026: Q1 0.59 16.70 1,745 14.10 15.40 213 198
What Do These Terms Mean?
EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

Annual Figures

Annual Figures
Fiscal Year Revenue ($M) EBIT ($M) Net Income ($M) EPS ($) Operating Cash Flow ($M) Equity ($M) Total Assets ($M)
2016 4,734 1,152 854 2.12 654 7,612 25,734
2017 5,160 1,279 1,127 2.75 1,158 8,956 31,669
2018 5,314 1,205 883 2.14 829 8,936 30,978
2019 6,117 808 688 1.56 1,117 13,863 39,420
2020 6,146 920 762 1.65 1,230 14,362 36,504
2021 6,895 1,788 1,630 3.50 1,078 16,679 32,686
2022 6,049 1,318 921 2.00 696 16,842 29,757
2023 5,716 -435 -334 -0.73 1,301 14,598 28,934
2024 6,067 832 775 1.69 1,190 14,560 27,009
2025 6,377 -696 -282 -0.62 1,525 12,231 27,094

Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.

About the Company

Invesco Ltd. ist ein börsennotierter Vermögensverwalter.

Employees7,405
HeadquartersAtlanta, GA
AddressMidtown Union, 30309 Atlanta, United States
Phone404 892 0896
Websiteinvesco.com/corporate/en/home.html
IPO Date24. Aug 1995
ISINBMG491BT1088
Stock Split25:10 on 11/08/2000

Management

Management
Name Title Birth Year
Andrew Ryan Schlossberg President, CEO & Director 1974
Laura Allison Dukes Senior MD & CFO 1975
Shannon Anastasia Johnston Senior MD and Chief Information & Operations Officer 1971

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Chart

Interactive price chart (TradingView).

Data as of: July 31, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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