Invesco Ltd. (IVZ) Stock

Invesco Ltd. (IVZ) is a Financials stock trading at $31.37 (as of 2026-08-20), with a market capitalization of $13.85B and a trailing P/E of 942.2. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Invesco Ltd. is an investment management firm that offers equity and fixed-income portfolio management and related investment products. It serves retail, institutional, and high-net-worth clients, including public entities and financial institutions, and provides mutual funds and exchange-traded funds as well as private funds.

Understand Invesco Ltd.: how it makes money

Invesco Ltd. is an investment manager that provides separate equity and fixed income portfolios and launches mutual funds and exchange-traded funds across equity, fixed income, commodity, multi-asset, and balanced strategies, earning money from managing client investment assets.

Invesco's profit model is driven by asset-based business volume, where net long-term inflows and the level of long-term assets under management determine the scale of its recurring asset-management activities across separate accounts and funds.

Business quality (Mixed): Clear strategy and multiple product channels (separate accounts, mutual funds, ETFs) supported by measurable flow and AUM KPIs, but the provided data does not include a clean segment revenue breakdown.

Bull case

  • Long-term distribution and retention strength: Net Long-Term Asset Inflows were positive (18.9 USD_B) and Ending Long-Term Assets Under Management was 2200.0 USD_B for the 2026-03-31 period.
  • Demand for passive offerings within long-term flows: Passive Products Net Long-Term Inflows were 11.8 USD_B, indicating meaningful investor preference within the inflow mix.
  • Institutional support: Institutional Pipeline was 22.0 USD_B and Institutional Net Long-Term Inflows were 8.9 USD_B, supporting the institutional channel.

Bear case

  • Retail channel pressure: Net Outflows in the Retail Channel were 11.6 USD_B, which can offset inflows in other channels.
  • Net outflow risk remains visible in the flow set: Net Long-Term Outflows were 7.7 USD_B, suggesting some investor selling or reduced asset growth even while overall net long-term inflows were positive.
  • Channel mix could shift quickly: The KPIs show meaningful differences across retail, institutional, active, and passive flows, so performance depends on maintaining favorable flow mix over time.
Valuation — source: SEC EDGAR (first-party)
Price$31.37
Market Cap$13.85B
P/E Ratio942.2
Price / Book1.06
Price / Sales2.01
FCF Yield13.9%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$6.38B
Net Margin-2.7%
Revenue Growth (YoY)20.5%
EPS Growth (YoY)-2666.7%
FCF Growth (YoY)32.7%
Valuation vs Sector & Industry
Stock P/E942.2
Sector P/E (Financials)15.1
Industry P/E (Trading)34.6
vs Sector6124.5%
vs Industry2623.6%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderMASSACHUSETTS MUTUAL LIFE INSURANCE CO ($1.98B)
Institutional Holders Tracked10
Congressional Trades (recent)5
Company
SectorFinancials
IndustryTrading
CEOAndrew Ryan Schlossberg
Employees8,495
CountryUS
IPO Date1995-08-25

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IVZ earnings history · IVZ institutional & insider holders · IVZ KPIs & operating metrics · IVZ financials · IVZ investor presentations & press releases · IVZ SEC filings · IVZ peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.