Financial Services
Invesco Ltd.(IVZ)
Live Price
Offline$28.14
-2.26% today
1Y Change
+91.48%
Window
Jun 25, 2025 โ Jun 16, 2026
- Market Cap
- $11.59B
- Revenue Growth
- +5.1%
- EPS Growth
- -236.4%
- Dividend Yield
- 3.2%
Coverage: 245 bars ยท Jun 25, 2025 โ Jun 16, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Invesco Ltd. (IVZ) is a Financial Services stock with a market cap of $11.59B and listed on NYSE. The stock last traded around $28.14 and up 91.5% across the available one-year price window (Jun 25, 2025 โ Jun 16, 2026). Baseline metrics include revenue growth of +5.1%, EPS growth of -236.4%, a dividend yield of 3.2%. What stands out right now is revenue +5.1%, EPS -236.4%, free cash flow +28.6% with operating margin -9.7% and ROIC -2.6%. The dividend matters to the case here, with a current yield around 3.2%. Valuation is more restrained than many high-expectation growth names at price/sales 1.8. Overall, the current profile looks closer to a turnaround or cyclical reset than a generic broad-market placeholder. Stock Foundry combines IVZ price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+5.1% vs +3.4% peer median
Operating Margin
Below sector median
-9.7% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 28, 2026, but the surprise data is still limited.
The operating picture looks softer than before
Revenue is at +5.1% and EPS is at -236.4%, with operating margin around -9.7%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 3.2%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged -0.5% over the next 5 trading days and finished higher after 1 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 28, 2026 | โ | -0.9% | +3.8% | +6.8% |
2026 Jan 27, 2026 | +6.9% | +1.5% | -2.3% | -1.4% |
2025 Oct 28, 2025 | +36.1% | +0.6% | -3.0% | +1.1% |
Benchmark Edge
IVZ vs SPY, QQQ, and Sector ETFs
Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.
IVZ
โ
Normalized return
SPY
--
S&P 500
Excess Return
--
Relative to SPY
IVZ Max Drawdown
-22.66%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for IVZ and SPY.
Company Overview
Invesco Ltd.
New York Stock Exchange
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 December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
- Leadership
- Andrew Ryan Schlossberg
- IPO Date
- Aug 25, 1995
- Employees
- 8.5k
- Street Address
- 1331 Spring Street NW
- Mailing
- Atlanta, GA, 30309
- Region
- Atlanta, GA, US
- Reporting Currency
- USD
- Investor Line
- 404-479-1095
- Last Updated
- Apr 30, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- โ
- EV/EBITDA
- 16.4
- Price/Sales
- 1.8
- Price/Book
- 1.0
Growth
- Revenue
- +5.1%
- EPS
- -236.4%
- Free Cash Flow
- +28.6%
Profitability
- Gross Margin
- 50.7%
- Operating Margin
- -9.7%
- Net Margin
- -3.7%
- ROE
- -1.9%
- ROIC
- -2.6%
Balance Sheet
- Debt/Equity
- 0.86
- Current Ratio
- โ
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.