Invesco Ltd. (IVZ) Stock

Invesco Ltd. (IVZ) is a Financials stock trading at $28.14 (as of 2026-06-18), with a market capitalization of $12.62B and a trailing P/E of -19.4. 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.

Valuation — source: SEC EDGAR (first-party)
Price$28.14
Market Cap$12.62B
P/E Ratio-19.4
EV / EBITDA-26.2
Price / Book0.98
Price / Sales1.91
Dividend Yield3.0%
DCF Value (model)$68.95
DCF Upside vs Price145.1%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$6.38B
Net Margin-2.7%
Return on Equity-1.0%
Debt / Equity0.15
Revenue Growth (YoY)14.1%
EPS Growth (YoY)34.2%
FCF Growth (YoY)-283.7%
Valuation vs Sector & Industry
Stock P/E-19.4
Sector P/E (Financials)14.2
Industry P/E (Trading)33.4
vs Sector-236.1%
vs Industry-157.9%
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

Related Companies (Business model: Asset Manager (Traditional + Alternatives); 8 closest by market cap; US-domiciled)

  • Brookfield Asset Management Ltd. (BAM)
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  • Blue Owl Capital Inc. (OWL)
  • Houlihan Lokey, Inc. (HLI)
  • Affiliated Managers Group, Inc. (AMG)
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IVZ earnings history · IVZ institutional & insider holders · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-06-18.

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