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IDHQ · Invesco Ltd.

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$44.76 -0.61 (-1.34%) At close · Sep 1
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$14.12B
Shares
441.50M

Price & Indicators

Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$44.76 Open$45.11 Day$44.66–45.13 52W close$32.55–46.35 Avg vol 30d131K Last earningsJul 28, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 4

Up next

Next earnings call
Oct 27, 2026 Est · unconfirmed · in 8 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
Latest filing: 10-Q
filed Aug 4, 2026

Technicals

trend & momentum for long-term holders illustrative — not investment advice
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $44 › 200d $39 — 50d above 200d
Institutional flow Accumulating
+5% holders QoQ · +105 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Flat
No short-interest data
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
671 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $33 Now $45 · 88% Range high $46
vs 200-day avg +14% vs 50-day avg +1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Versus peers

Asset Management — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
IDHQ
Invesco Ltd.
this stock
$14.12B +27.3% +3.0% — —
BLK
BlackRock, Inc.
 $375.52B +5.4% +16.2% 27.7 0.6%
BX
Blackstone Inc.
 $107.52B -11.3% +9.2% 32.1 2.9%
KKR
KKR & Co. Inc.
 $95.52B -16.5% -11.0% — 1.4%
BN
BROOKFIELD Corp /ON/
 $92.02B -13.4% — — 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 section
Ownership
Institutional Holders Accumulating
Holders
671
% held
97.1%
Net QoQ
+2.3M sh
Top holder
MASSACHUSETTS MUTUAL LIFE…
Held Float
View
Held by Funds
Fund positions
208
View
Short & Settlement
Fails to Deliver
FTD shares
261
Value
$8.2K
As of
Aug 10, 2026
View
Smart Money
Congressional Trades Sell
Member
Kevin Hern
Amount
$15.0K–$50.0K
Traded
Mar 17, 2026
View
Financials
Financials
Revenue (FY)
$6.4B
Net income (FY)
$538.0M
EPS diluted
$-1.60
View
Buybacks
Authorized
$1.0B
View
Filings
SEC Filings
Latest
8-K
Filed
Aug 31, 2026
This year
18
View
Proposed Sales
Value
$3.8M
Shares
160.0K
Filed
Oct 31, 2025
View
Earnings & Events
Earnings Calls
Last call
Jul 28, 2026
View

Performance

5D 20D 120D MTD YTD
IDHQ -3.4% +0.1% +20.9% -1.3% +27.3%
SPY -0.5% -1.2% +12.6% -0.7% +11.7%
vs SPY -2.9% +1.4% +8.3% -0.7% +15.6%

Capital returns

Buyback program · as of Feb 18, 2026
Authorized
$1.00B
Spent (derived)
—
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) 454 filings 446 filers Visit website Investor relations

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