- Previous Close
17.74 - Open
17.69 - Bid 17.58 x 900
- Ask 17.59 x 1300
- Day's Range
17.34 - 17.70 - 52 Week Range
12.48 - 18.28 - Volume
3,387,657 - Avg. Volume
3,876,200 - Market Cap (intraday)
7.93B - Beta (5Y Monthly) 1.42
- PE Ratio (TTM)
-- - EPS (TTM)
-0.74 - Earnings Date Oct 22, 2024
- Forward Dividend & Yield 0.82 (4.62%)
- Ex-Dividend Date Aug 16, 2024
- 1y Target Est
17.59
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.com8,536
Full Time Employees
December 31
Fiscal Year Ends
Sector
Industry
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Trailing total returns as of 10/7/2024, which may include dividends or other distributions. Benchmark is
.YTD Return
1-Year Return
3-Year Return
5-Year Return
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Statistics: IVZ
View MoreValuation Measures
Market Cap
7.98B
Enterprise Value
18.01B
Trailing P/E
--
Forward P/E
9.80
PEG Ratio (5yr expected)
1.62
Price/Sales (ttm)
1.39
Price/Book (mrq)
0.75
Enterprise Value/Revenue
3.10
Enterprise Value/EBITDA
15.01
Financial Highlights
Profitability and Income Statement
Profit Margin
-1.73%
Return on Assets (ttm)
1.92%
Return on Equity (ttm)
-0.54%
Revenue (ttm)
5.81B
Net Income Avi to Common (ttm)
-337.2M
Diluted EPS (ttm)
-0.74
Balance Sheet and Cash Flow
Total Cash (mrq)
878.5M
Total Debt/Equity (mrq)
5.65%
Levered Free Cash Flow (ttm)
1.44B
Research Analysis: IVZ
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Research Reports: IVZ
View MoreThe Argus Mid-Cap Model Portfolio
Small- and mid-cap stocks (SMID), despite bursts of outperformance, have underperformed large-caps year to date - as they have over the past five years. But they may be in a better position to generate market-beating returns going forward. SMID companies tend to focus on domestic markets, so their businesses could be less disrupted by the fallout from unrest in the Middle East, the Russian invasion of Ukraine, issues in China, or other geopolitical developments. As well, the prices of SMID stocks generally are lower than the prices of large-caps. SMID stocks can be risky, but despite those risks, diversified investors look to have exposure to small- and mid-caps based on the long-term performance record. We estimate that 20% of the U.S. stock market's capitalization is comprised of SMID stocks.
Invesco: Lowered Moat Rating to None From Narrow on Diminished Intangible Assets
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of August 2024, the firm had $1.752 trillion in assets under management spread among its equity (58% of AUM), balanced (4%), fixed-income (23%), alternative investment (7%), and money market (8%) operations. Passive products account for 42% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US 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 28% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (14%).
RatingPrice TargetUS-Based Asset Managers: Market Values for Asset Managers Already Pricing In an Easing Rate Cycle
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of July 2024, the firm had $1.732 trillion in assets under management spread among its equity (57% of AUM), balanced (4%), fixed-income (23%), alternative investment (7%), and money market (9%) operations. Passive products account for 42% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US 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 28% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (14%).
RatingPrice TargetInvesco: Raising Fair Value Estimate on Improved Near-Term Expectations for AUM
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of July 2024, the firm had $1.732 trillion in assets under management spread among its equity (57% of AUM), balanced (4%), fixed-income (23%), alternative investment (7%), and money market (9%) operations. Passive products account for 42% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US 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 28% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (14%).
RatingPrice Target