IVZ · Invesco Ltd.
$32.21
-0.17 (-0.53%)
At close · Aug 19
Market Cap
$14.22B
Shares
441.50M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$32.21
Open$32.80
Day$32.08–32.80
52W close$20.67–32.57
Avg vol 30d4.9M
Short int16.3M · 3.7% float · 3.1d
Short vol58%
Last earningsJul 28, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 4
Up next
Next earnings call
Oct 27, 2026
Est · unconfirmed
· in 10 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 4, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Strong Buy
Momentum
Very Strong
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 14.9 · calm
Equity put/call 0.52
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+21%
above
Price vs 50-day avg
+10%
above
RSI (14)
63
neutral
MACD trend
Positive
52-week position
97%
near high
Volume (OBV)
Confirms
volume backs price
Momentum
relative strength
1-month return
+6%
trailing
6-month return
+19%
trailing
YTD return
+23%
this year
Relative strength
+7%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $29 › 200d $27 — 50d above 200d
Institutional flow
Accumulating
+5% holders QoQ · +105 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
3.70% of float · ▼ -16.1% MoM · 3.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
666 holders — near 3-yr high, broad support
Squeeze score
54
elevated · 0–100
Fundamentals
Revenue growth
+3%
Y/Y
EPS growth
−236%
Y/Y
Free cash flow
$1.4B
Buyback
$960.0M
remaining
Balance sheet
$148.5M
net debt
Quant / Vol
risk profile
Volatility
34%
annualized · 1-yr
Max drawdown
−23%
past year
ATR
2.7%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Jun 30, 2026
remainder of 2026
One-time implementation costs
$15M
later this year
Incremental expense related to AUM on the platform
$10M
third quarter
Non-GAAP effective tax rate
Non-GAAP
25% – 26%
Prior guidance
period ended
· from the Earnings Call filed Jun 30, 2025
One-time implementation costs
· third quarter
$15M – $20M
Non-GAAP effective tax rate
· third quarter of '25
26%
Implementation costs
· fourth quarter of 2025
$10M – $15M
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+21%
Bullish
Price vs 50-day avg
+10%
Bullish
RSI (14)
63
Neutral
MACD trend
Positive
Bullish
52-week position
97%
Bullish
Volume (OBV)
Confirms
Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
No cross
50d $29 › 200d $27 — 50d above 200d
Institutional flow
Accumulating
+5% holders QoQ · +105 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
3.70% of float · ▼ -16.1% MoM · 3.1 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
666 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $21
Now $32 · 97%
Range high $33
vs 200-day avg +21%
vs 50-day avg +10%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted EPS non-GAAP | $0.71 | Q2-26 | — |
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| Adjusted net income attributable to Invesco Ltd. non-GAAP | $322.3M | Q2 2026 | — |
| Adjusted operating income non-GAAP | 498.7M | Q2-26 | — |
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| Adjusted operating margin non-GAAP | 37.5% | Q2-26 | — |
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| Annualized long-term organic growth rate | 8.5% | Q2-26 | — |
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| Average AUM | 2.29T | Six months ended June 30, 2026 | — |
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| Average long-term AUM | 2.05T | Six months ended June 30, 2026 | — |
| Average QQQ AUM | 425.4B | Six months ended June 30, 2026 | — |
| Ending Assets | 2.47T | Six months ended June 30, 2026 | — |
| Ending AUM | $2.5T | as of June 30, 2026 | — |
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| Ending long-term AUM | 2.21T | Six months ended June 30, 2026 | — |
| Headcount | 7,405 | Q2-26 | — |
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| Long-term inflows | 364.1B | Six months ended June 30, 2026 | — |
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| Long-term outflows | -297.2B | Six months ended June 30, 2026 | — |
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| Net flows in money market funds | 16.9B | Three months ended June 30, 2026 | — |
| Net flows in non-management fee earning AUM | 0.7B | Six months ended June 30, 2026 | — |
| Net long-term flows | 66.9B | Six months ended June 30, 2026 | — |
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| Net revenues non-GAAP | $1.33B | Q2 2026 | — |
GAAP → non-GAAP reconciliationGAAP Operating revenues, U.S. GAAP basis 1.83B
-385.2M Investment management fees
-207.2M Service and distribution fees
-34.7M Other
+121.8M Invesco Great Wall
+8.8M CIP
= Net revenues 1.33B
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| Non-management fee earning AUM flows | 0.7B | Q2-26 | — |
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| Total net flows | 96B | Six months ended June 30, 2026 | — |
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| Money market net flows | 11.5B | Q1 2026 | — |
| Money market flows | 1.1B | full year 2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Asset Management — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IVZ
this stock
Invesco Ltd.
|
$14.22B | +22.6% | +3.0% | — | 3.7% |
|
BLK
BlackRock, Inc.
|
$375.11B | +8.3% | +16.2% | 27.7 | 0.7% |
|
BX
Blackstone Inc.
|
$105.53B | -5.9% | +9.2% | 31.5 | 3.5% |
|
KKR
KKR & Co. Inc.
|
$97.69B | -13.4% | -11.0% | — | 1.6% |
|
BN
BROOKFIELD Corp /ON/
|
$94.05B | -8.1% | — | — | 0.9% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Earnings & Events
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IVZ | +2.1% | +5.6% | +18.9% | +8.8% | +22.6% |
| SPY | -0.4% | +2.9% | +11.6% | +3.0% | +12.8% |
| vs SPY | +2.6% | +2.7% | +7.3% | +5.9% | +9.8% |
Capital returns
Latest dividend
$0.215
/ share · ex Aug 14, 2026
Paid (TTM)
$0.85
/ share · 4 payouts
Dividend yield (TTM, derived)
2.64%
Buyback program
· as of Mar 31, 2026
Authorized
$1.00B
Spent (derived)
$40.00M
Remaining
$960.00M
Spent
Remaining
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
914208
CUSIP
G491BT108
13F (30d)
609 filings
580 filers
Visit website
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