IVZ · Invesco Ltd.
Price & Indicators
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AI Brief
TL;DR.
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 adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative 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 |
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| Adjusted diluted EPS non-GAAP | $0.71 | Q2 2026 | — |
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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 2026 | — |
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| Adjusted operating margin non-GAAP | 37.5% | Q2 2026 | — |
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| Annualized long-term organic growth rate | 8.5% | Q2 2026 | — |
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| Average AUM | $2.37T | Q2 2026 | — |
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| Ending AUM | 2.5T | Q2 2026 | — |
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| Headcount | 7,405 | Q2 2026 | — |
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| Institutional net long-term outflows | -2.2B | Q2 2026 | — |
| Long-term inflows | 202.1B | Q2 2026 | — |
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| Money market flows | 16.9B | Q2 2026 | — |
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| Net long-term inflows | 45.1B | Q2 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 2026 | — |
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| Retail net long-term inflows | 47.3B | Q2 2026 | — |
| Total net flows | 62.7B | Q2 2026 | — |
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| Money market net flows | 11.5B | Q1 2026 | — |
| Long-term outflows | -433.8B | 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 |
|---|---|---|---|---|---|
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IVZ
this stock
Invesco Ltd.
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$14.37B | +23.9% | +3.0% | — | 3.7% |
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BLK
BlackRock, Inc.
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$381.41B | +9.7% | +16.2% | 28.1 | 0.7% |
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BX
Blackstone Inc.
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$108.04B | -6.6% | +9.2% | 32.3 | 3.5% |
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KKR
KKR & Co. Inc.
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$102.34B | -10.6% | -11.0% | — | 1.6% |
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BN
BROOKFIELD Corp /ON/
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$97.94B | -4.4% | — | — | 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 sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IVZ | +3.1% | +9.9% | +29.1% | +10.0% | +23.9% |
| SPY | +0.4% | +4.5% | +13.8% | +3.9% | +13.9% |
| vs SPY | +2.7% | +5.4% | +15.4% | +6.1% | +10.1% |
Capital returns
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.