IVZ

Invesco Ltd.

$28.98 +0.37 (+1.29%) At close · Jul 10

Market Cap

$12.85B

443,296,629

Up next

Next earnings call

Jul 28, 2026 Est · unconfirmed · in 2 wks

FQ3-26 quarter ends

~Sep 30, 2026 Est

Latest filing: 10-Q

filed May 5, 2026

AI Brief

TL;DR.

Bullish

Bearish

AI-generated from the earnings call and 8-K · may contain errors · not investment advice

Equibles Rating blended score · not investment advice

Overall

Buy

SellHoldBuy

Technical Strong Buy Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate

Market backdrop VIX 15 · calm Equity put/call 0.55

Technical

price trend

Strong Buy

50 / 200-day cross No cross

Price vs 200-day avg +13%

above

Price vs 50-day avg +6%

above

RSI (14) 61

neutral

MACD trend Positive

52-week position 94%

near high

Momentum

relative strength

Strong

1-month return +6%

trailing

6-month return −1%

trailing

YTD return +11%

this year

Relative strength −10%

vs S&P · 6-mo

Sentiment

smart money

Neutral

Trend (MA cross) No cross

50d $27 › 200d $26 — 50d above 200d

Institutional flow Accumulating

31 of 631 funds reported for Jun 30 · net +297.7K sh shares · +2 new

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

4.13% of float · ▲ +7.7% MoM · 2.9 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

631 holders — near 3-yr high, broad support

Squeeze score 65

elevated · 0–100

Fundamentals

Strong

Revenue growth +3%

Y/Y

EPS growth −236%

Y/Y

Free cash flow $1.4B

Buyback $232.2M

remaining

Balance sheet $787.6M

net debt

Quant / Vol

risk profile

Moderate

Volatility 36%

annualized · 1-yr

Max drawdown −22%

past year

ATR 3.4%

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.

Technicals

trend & momentum for long-term holders Strong Buy

0 · 2 · 4

50 / 200-day cross

No cross Neutral

Price vs 200-day avg

+13% Bullish

Price vs 50-day avg

+6% Bullish

RSI (14)

61 Neutral

MACD trend

Positive Bullish

52-week position

94% Bullish

Market signals — smart money & positioning

Bullish · 2 of 6

Trend (MA cross) No cross

50d $27 › 200d $26 — 50d above 200d

Institutional flow Accumulating

31 of 631 funds reported for Jun 30 · net +297.7K sh shares · +2 new

Insider flow Flat

No net insider activity over 90 days

Short interest Rising

4.13% of float · ▲ +7.7% MoM · 2.9 days cover

Volume signal Normal

Volume near normal

Institution breadth Multi-yr high

631 holders — near 3-yr high, broad support

Price context

position in its 52-week range

52-wk low $16 Now $29 · 94% 52-wk high $30

vs 200-day avg +13% vs 50-day avg +6%

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

Key metrics

the company's own KPIs, from its earnings releases, calls, and filings

Metric	Latest	Period	YoY
Adjusted operating margin non-GAAP	34.5%	Q1-26	—

active ETF platform AUM	$20B	Q1 2026 call	—
active net inflows	$15B	Q1 2026 call	—
annualized organic growth rate	4%	Q1 2026 call	—
Asia Pacific annualized organic growth	17%	Q1 2026 call	—
BKLN redemptions	$400M	Q1 2026 call	—
China JV annualized organic growth rate	31%	Q1 2026 call	—
China JV AUM	$142B	Q1 2026 call	—
China JV fixed income plus strategies AUM	$40B	Q1 2026 call	—
China JV net long-term inflows	$8.7B	Q1 2026 call	—
EMEA annualized organic growth	8%	Q1 2026 call	—
ETF and index annualized organic growth	11%	Q1 2026 call	—
ETF and index ending AUM	$638B	Q1 2026 call	—
ETF and index net inflows	$19B	Q1 2026 call	—
fixed income asset class net flows	$14B	Q1 2026 call	—
fundamental fixed income annualized organic growth	5%	Q1 2026 call	—
fundamental fixed income net long-term inflows	$3.7B	Q1 2026 call	—
global liquidity inflows	$11.6B	Q1 2026 call	—
INCREIF AUM with leverage	$5B	Q1 2026 call	—
institutional quantitative equity net inflows	$4.7B	Q1 2026 call	—
net long-term inflows	$21.8B	Q1 2026 call	—
private markets net inflows	$400M	Q1 2026 call	—
SMA platform annualized organic growth rate	19%	Q1 2026 call	—
SMA platform AUM	$37B	Q1 2026 call	—
Adjusted diluted EPS non-GAAP	$0.62	Q4-25	—
Adjusted operating income non-GAAP	$457.8M	Q4-25	—
Net long-term flows	81.2B	2025	—

Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

Versus peers

Asset Management — same industry group

Open screener →

Company	Mkt cap	YTD	Rev growth Y/Y	P/E	Short % shares
IVZ Invesco Ltd. this stock	$12.85B	+11.2%	-7.6%	—	4.1%
BLK BlackRock, Inc.	$337.44B	-2.7%	+16.2%	26.1	0.6%
BN BROOKFIELD Corp /ON/	$97.68B	-4.4%	—	—	0.7%
BX Blackstone Inc.	$91.44B	-19.2%	+9.2%	31.6	3.1%
KKR KKR & Co. Inc.	$87.04B	-23.8%	-11.0%	—	1.7%

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

629

% held: 91.9%
Reported: 31 of 631
Top holder: MASSACHUSETTS MUTUAL LIFE…

Held Float

View

Held by Funds

Fund positions

200

View

Short & Settlement

Short Interest Rising

Shares short

18.3M

Days to cover: 2.9d
Change: +1.3M sh

View

Short Volume

Short vol %

30%

As of: Jul 10, 2026

Short Total

View

Fails to Deliver

FTD shares

Value: $2.7K
As of: Jun 1, 2026

View

Off-Exchange

Off-exchange %

39.8%

Week of: Jun 15, 2026

Off-exch Lit

View

Smart Money

Congressional Trades Sell

Member

Kevin Hern

Amount: $15.0K–$50.0K
Traded: Mar 17, 2026

View

Financials

Revenue (FY)

$6.4B

Net income (FY): $538.0M
EPS diluted: $-1.60

View

Buybacks

Authorized

$1.0B

Remaining: $232.2M

Spent Remaining

View

Filings

SEC Filings

Latest

8-K

Filed: Jul 10, 2026
This year: 14

View

Proposed Sales

Value

$3.8M

Shares: 160.0K
Filed: Oct 31, 2025

View

Earnings & Events

Earnings Calls

Last call

Apr 28, 2026

View

Performance

	5D	20D	120D	MTD	YTD
IVZ	+7.3%	+5.5%	-0.6%	+9.8%	+11.2%
SPY	+1.4%	+4.1%	+9.1%	+1.1%	+10.7%
vs SPY	+5.9%	+1.5%	-9.7%	+8.7%	+0.5%

Capital returns

Latest dividend

$0.215 / share · ex May 15, 2026

Raised 2.4%

Paid (TTM)

$0.845 / share · 4 payouts

Dividend yield (TTM, derived)

2.92%

Buyback program · as of Dec 31, 2025

Authorized

$1.00B

Spent (derived)

$767.80M

Remaining

$232.20M

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) 56 filings 32 filers Visit website Investor relations

IVZ

Price & Indicators

Technicals

Key metrics

Versus peers

At a glance

Performance

Capital returns