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IVZ Invesco

$28.14 -2.31%

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 $12.5 billion. Shares last traded at $28.14, 5.6% below their 52-week high. Over the past year the stock is up 93.8%. Net profit margin is -2.7%, below the peer median of 15.7%. Revenue grew 5.1% year over year. The shares yield 4.5% in dividends.

Market Cap
$12.5B
Shares Out
443.3M
EPS (TTM)
$2.25
P/E Ratio
12.50
P/S Ratio
1.96
P/B Ratio
1.02
Dividend / Share
$1.25
Dividend Yield
4.46%
52-Week High
$29.79
52-Week Low
$14.49
Volume
652,756
Avg Vol (3m)
389,031.714

Performance

1W
-0.55%
1M
+6.25%
3M
+20.70%
6M
+8.11%
YTD
+4.49%
1Y
+93.77%

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

Technicals

RSI (14)
53.24
SMA (50)
$26.77
SMA (200)
$25.31
Price vs SMA50
+5.08%
Price vs SMA200
+11.15%
ATR (14)
$0.92

Financials

Revenue
$6.4B
Net Income
$-175M
Gross Margin
Operating Margin
-10.9%
Net Margin
-2.7%
Return on Equity
-1.4%
Return on Assets
-0.7%
Current Ratio
1.46
Debt / Equity
0.16
Revenue Growth (YoY)
+5.1%

Latest reported annual period ending 2025-12-31 · SEC EDGAR/XBRL.

Recent earnings

PeriodEPS (diluted)Reported
Q1 2026 $0.51 2026-05-05
FY 2025 $-1.60 2026-02-24
Q3 2025 $1.01 2025-11-04
Q2 2025 $0.35 2025-08-01
Q1 2026 $0.38 2026-05-05
FY 2025 $1.18 2026-02-24

Full earnings history →

Investment Advice peers

IVZ vs 14 industry peers (Investment Advice), by market cap.

P/S vs peers
1.96 / 2.43 med
-20% discount
Net margin vs peers
-2.7% / 15.7% med
below median
1–14 of 14
BXBlackstone Inc.$92.0B30.466.3720.9%-0.99%
KKRKKR & Co.$87.1B36.734.4712.2%-0.21%
APOApollo Global Management$79.3B-0.96%
AMPAmeriprise Financial$42.0B11.792.2218.8%-0.97%
ARESAres Management$40.5B95.077.237.6%+0.85%
TROWT. Rowe Price$23.1B11.053.1528.5%-0.42%
BENFranklin Resources$17.2B32.691.966.0%-0.84%
CGCarlyle Group Inc.$16.1B19.953.3816.9%-1.88%
EVREvercore Inc.$14.5B24.493.7415.3%+1.32%
PSPERSHING SQUARE INC.$13.4B-3.40%
IVZInvesco$12.5B-71.351.96-2.7%-2.31%
HLIHoulihan Lokey, Inc.$9.4B22.013.5816.3%-0.42%
AMGAffiliated Managers Group, Inc.$9.3B13.014.4934.5%-0.81%
JHGJanus Henderson Group Plc$8.0B9.802.5826.3%+0.26%

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