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IVZ · Invesco Ltd. · Metrics

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$28.76 -0.49 (-1.68%)
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$12.91B
Shares
441.50M
Volume · Oct 22 2.06M Avg daily vol (3M) 4.44M

IVZ metrics

103 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$29.25
Market cap
$12.91B

Price action

20 metrics
Price change (1W)
+4.7%
Price change (30D)
-5.2%
Price change (3M)
-4.1%
Price change (6M)
+14.4%
Price change (YTD)
+11.3%
Price change (1Y)
+27.5%
Trailing year
Price change (5Y)
+17.0%
52-week high
$33.31
52-week low
$22.44
Change from 52-week high
-12.2%
Change from 52-week low
+30.3%
Annualized volatility
33.9%
Annualized volatility (3M)
29.1%
Beta
1.7
RSI (14D)
44.6
Price vs SMA 50
-5.8%
Price vs SMA 200
+4.5%
Avg volume (3M)
4.44M
Relative volume
1.2
Average dollar volume
$136.73M

Company

3 metrics
Sector
Financial Services
Industry
Asset Management
Shares outstanding
441.50M

Valuation

12 metrics
P / E (TTM)
—
Trailing earnings
PEG ratio
—
EV / revenue
1.9×
reciprocal yield 51.5%
EV / EBITDA
—
EV / EBIT
—
P / sales
1.8×
reciprocal yield 54.3%
P / book
1.0
reciprocal yield 98.2%
FCF yield
15.1%
TTM · current market cap
Buyback yield
1.4%
P / FCF
6.6
reciprocal yield 15.1%
P / operating cash flow
6.3
reciprocal yield 15.8%
Earnings yield
-0.6%

Historical valuation

8 metrics
P / E historical average (3Y)
10.4×
reciprocal yield 9.7%
P / E historical average (5Y)
11.3×
reciprocal yield 8.8%
EV / revenue historical average (3Y)
1.5×
reciprocal yield 67.0%
EV / revenue historical average (5Y)
1.5×
reciprocal yield 68.3%
EV / EBIT historical average (3Y)
8.5×
reciprocal yield 11.8%
EV / EBIT historical average (5Y)
8.2×
reciprocal yield 12.1%
EV / EBITDA historical average (3Y)
7.1×
reciprocal yield 14.1%
EV / EBITDA historical average (5Y)
6.9×
reciprocal yield 14.5%

Dividends & buybacks

7 metrics
Dividend yield
2.9%
Trailing 12 months
Payout ratio
—
Shareholder yield
4.4%
Dividend / share (TTM)
$0.85
Dividend growth YoY
+2.4%
Dividend growth streak
4
Last ex-dividend
2026-08-14

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-07-28

Profitability

9 metrics
Gross margin
—
Operating margin
-7.1%
Trailing 12 months
Net margin
-1.2%
Gross profit (TTM)
—
Operating profit (TTM)
−$489.80M
Net income (TTM)
−$81.50M
Trailing 12 months
Diluted EPS (TTM)
$-0.68
FCF margin
27.8%
Effective tax rate
—

Per share

11 metrics
Revenue per diluted share (TTM)
$15.18
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
$-1.06
EBITDA per diluted share (TTM)
$-0.76
Net income per diluted share (TTM)
$-0.17
Operating cash flow per diluted share (TTM)
$4.42
Free cash flow per diluted share (TTM)
$4.22
Capital expenditures per diluted share (TTM)
$0.19
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.23
Book value per share
$28.25

Growth

11 metrics
Revenue growth YoY
+20.5%
Year over year
Net income growth YoY
+71.7%
Revenue (TTM)
$6.90B
Trailing 12 months
EPS growth YoY
-235.6%
Shares change YoY
-0.2%
Year over year · fewer shares
Revenue CAGR (3Y)
+1.8%
Revenue CAGR (5Y)
+0.7%
EPS CAGR (3Y)
—
EPS CAGR (5Y)
—
FCF CAGR (3Y)
+41.3%
FCF CAGR (5Y)
+5.3%

Quality

14 metrics
Return on equity
-0.7%
Return on assets
-0.3%
Debt / equity
0.1
Current ratio
1.5
EBITDA (TTM)
−$350.10M
Free cash flow (TTM)
$1.92B
Quick ratio
1.5
Interest coverage
-5.1
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
−$708.60M
Latest balance sheet
Cash & equivalents
$915.40M
Total assets
$27.47B
Total debt
$1.62B

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$2.01B
Capital expenditures (TTM)
$88.10M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$106.40M
R&D / revenue
—
Stock compensation / revenue
1.5%

Ownership (13F)

9 metrics
13F filers
2,929
13F filer change QoQ
+180
Institutional ownership
435.2%
Conviction holders (share of 13F filers)
6.0%
Crowding (high-turnover and private-fund holders)
23.7%
Private-fund adviser ownership
21.5%
Active holders' share change QoQ
-0.6%
Holder tenure
14.4
Price vs estimated holder cost
+13.7%

Ownership (registered funds)

1 metrics
Index-fund ownership
13.6%

Short interest

3 metrics
Short interest
3.6%
Latest settlement · 3.1 days to cover
Days to cover
3.1d
Short-squeeze score
59 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$7.23M
Insider-sentiment score
14 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 914208 CUSIP G491BT108 13F (30d) 131 filings 121 filers Visit website Investor relations