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IVZ Invesco

$27.80 +0.11%

Data as of close

S&P 500 Companies

Held by SPYVOOIVV

Financial · Investment Advice

Invesco (IVZ) is a financial company in the Investment Advice industry, with a market capitalization of $12.3 billion. Shares last traded at $27.80, 17.4% below their 52-week high. Over the past year the stock is up 18.4%. Net profit margin is -1.2%, below the peer median of 15.2%. Revenue grew 5.1% year over year. The shares yield 3.0% in dividends.

Market Cap
$12.3B
Shares Out
441.5M
EPS (TTM)
-$0.68
P/E (TTM)*
—
P/S Ratio
1.78
P/B Ratio
0.98
Dividend / Share
$0.84
Dividend Yield
3.04%
52-Week High
$33.64
52-Week Low
$21.82
Volume (venue)
582,569
Avg Vol (3m, venue)
349,982.175

* P/E (TTM) = market cap ÷ net income over the trailing twelve months where four consecutive quarters are reported, otherwise the latest fiscal year — the same basis as the peer table and the screener, so it can differ from price ÷ EPS.

Performance

1W
-2.56%
1M
-9.39%
3M
-13.11%
6M
+6.74%
YTD
+5.78%
1Y
+18.40%

Daily candles · volume · SMA(20)/SMA(50) · Databento EQUS.MINI.

Technicals

RSI (14)
37.82
SMA (50)
$30.45
SMA (200)
$27.98
Price vs SMA50
-8.71%
Price vs SMA200
-0.63%
ATR (14)
$0.88

Full technical analysis (26 indicators, D/W/M) →

Financials

Revenue
$6.9B
Net Income
-$82M
Gross Margin
—
Operating Margin
-7.1%
Net Margin
-1.2%
Return on Equity
-0.7%
Return on Assets
-0.3%
Current Ratio
1.46
Debt / Equity
0.13
Revenue Growth (YoY)
+5.1%

Trailing twelve months where four consecutive quarters are reported, otherwise the latest fiscal year; revenue is the fiscal-year figure where quarterly revenue covers under half of it (typical for banks, insurers and REITs), and margins are taken on it; latest reported period ends 2026-06-30. Source: SEC EDGAR/XBRL.

Full financials — revenue, cash flow & debt over time →

IVZ Dividend History

Dividend / share (TTM)
$0.84
Dividend yield
3.04%
Per-share growth (5y CAGR)
+1.4%
Fiscal year endTotal dividends paidPer share*Payout ratio
2025-12-31 $377M $0.83 —
2024-12-31 $372M $0.81 49%
2023-12-31 $358M $0.78 —
2022-12-31 $335M $0.73 36%
2021-12-31 $308M $0.66 16%
2020-12-31 $357M $0.77 44%
2019-12-31 $529M $1.20 72%
2018-12-31 $491M $1.19 56%
2017-12-31 $472M $1.15 41%
2016-12-31 $460M $1.11 53%
2015-12-31 $455M $1.06 47%
2014-12-31 $424M $0.97 42%

*Per share derived as total dividends paid ÷ weighted diluted shares (SEC EDGAR/XBRL annual cash-flow facts). Reported history — not a forecast of future dividends.

Compare payers on the highest-dividend-yield screener.

Recent earnings

PeriodEPS (diluted)Reported
Q2 2026 $0.76 2026-08-04
Q1 2026 $0.51 2026-05-05
Q4 2025 (derived) -$2.61 2026-02-24
FY 2025 -$1.60 2026-02-24
Q3 2025 $0.66 2025-11-04
Q2 2025 -$0.03 2025-08-01

Q4 marked "derived" = fiscal-year EPS minus Q1–Q3 (10-Ks report only the annual figure); EPS is not strictly additive, so it can differ by a cent or two from the issuer's own Q4.

Full earnings history →

Investment Advice peers

IVZ vs 14 industry peers (Investment Advice), by market cap. Data as of close

P/S vs peers
1.78 / 2.46 med
-28% discount
Net margin vs peers
-1.2% / 15.2% med
below median
1–14 of 14
BXBlackstone Inc.$90.2B25.635.6021.8%+1.39%
KKRKKR & Co.$88.0B27.914.1314.8%+3.79%
BAMBrookfield Asset Management Ltd.$82.2B26.8220.0774.8%+6.64%
APOApollo Global Management$70.6B37.651.975.2%+3.21%
AMPAmeriprise Financial$43.8B10.522.1720.7%+2.78%
ARESAres Management$41.6B65.416.9510.6%+3.71%
TROWT. Rowe Price$22.6B10.322.9328.4%+1.84%
PSPERSHING SQUARE INC.$18.7B———+2.96%
BENFranklin Resources$16.2B19.971.748.7%+0.93%
CGCarlyle Group Inc.$14.6B40.214.0510.1%+2.15%
IVZInvesco$12.3B—1.78-1.2%+0.11%
EVREvercore Inc.$11.7B15.652.4615.7%+4.33%
HLIHoulihan Lokey, Inc.$10.2B25.213.9815.8%+6.19%
AMGAffiliated Managers Group, Inc.$9.6B11.194.2237.7%-2.88%

Source: SEC EDGAR (fundamentals/EPS/dividends) · Databento EQUS.MINI (prices) · market cap & yield computed by tradmap. Informational only — not financial advice.