Company Profile: Invesco Ltd. (IVZ)
IVZ insider trades (13 months) →$28.26 +1.76% vs. previous close · Market cap $12.42B
Today's multi-factor rank: 117 of 461 · see the ranking
Market and Valuation
Price & Market
52-Week Range
Volume
Valuation Multiples
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 3, 2026. With negative EPS a P/E means nothing, so it is not shown.
Dividends
Valuation Context
P/E vs sector (indicative)
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Financial Statements TTM (Trailing 12 Months)
Income Statement
Margins
Per Share
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 3, 2026. With negative EPS a P/E means nothing, so it is not shown.
Balance Sheet & Liquidity
Cash Flows
Profitability
Historical Evolution (Last 4 Years)
Income Statement
Balance Sheet
Cash Flow
EPS and Earnings Per Share
Key EPS Metrics
Diluted EPS for the last 12 months: the four quarters ended Sep 30, 2026, from the accounts filed with the SEC on Nov 3, 2026. With negative EPS a P/E means nothing, so it is not shown.
Growth and Margins
Per Share
Cash Flows (TTM)
EPS Surprise History - Last 4 Quarters
Actual vs. Analyst Estimates · Green = beat expectations · Red = missed
| Quarter | Period | Actual EPS | Estimated EPS | Difference | Surprise % | Currency |
|---|
Ownership Structure
Ownership Distribution
Shares & Short Interest
Governance Score (1=Best, 10=Worst)
Top Institutional Holders
Position Change: ▲ Increased · ▼ Reduced · = Unchanged
| Organization | Report Date | % Shares | No. Shares | Value (USD) | Change % |
|---|
Top Mutual Funds
Position Change: ▲ Increased ▼ Decreased = Unchanged
| Fund | Report Date | % Shares | No. Shares | Value (USD) | Change % |
|---|
Recent Insider Trades
| Executive / Insider | Title | Date | Action | Shares |
|---|
Options Chain
CALLS
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
PUTS
| Strike | Last | Bid | Ask | Vol. | O.I. | IV |
|---|
Invesco Ltd. (IVZ) SEC filings: 10-K, 10-Q and 8-K
Direct links to financial reports filed with the SEC.
| Type | Date | Official link |
|---|---|---|
| 8-K | 2026-10-27 | View filing ↗ |
| 8-K/A | 2026-10-09 | View filing ↗ |
| 8-K | 2026-09-10 | View filing ↗ |
| 8-K | 2026-08-31 | View filing ↗ |
| 8-K | 2026-08-11 | View filing ↗ |
| 10-Q | 2026-08-04 | View filing ↗ |
| 8-K | 2026-07-28 | View filing ↗ |
| 8-K | 2026-07-10 | View filing ↗ |
| 8-K | 2026-06-09 | View filing ↗ |
| 8-K | 2026-05-22 | View filing ↗ |
Company and Executive Profile
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
General Information
Key Executives
| Name | Title | Age | Total pay |
|---|---|---|---|
| Mr. Andrew Ryan Schlossberg | President, CEO & Director | 51 | 6.21M |
| Ms. Laura Allison Dukes | Senior MD & CFO | 50 | 3.09M |
| Mr. Andrew Tak Shing Lo | Senior MD & Head of Asia Pacific | 63 | 3.29M |
| Mr. Douglas J. Sharp | Senior MD, Head of the Americas and EMEA & Chair of the Board of Invesco UK | 50 | 3.36M |
| Mr. Tony L. Wong | Senior MD & Co-Head of Investments | 51 | 2.85M |
| Ms. Stephanie Claire Butcher | Senior MD & Co-Head of Investment | 54 | 2.87M |
| Ms. Shannon Anastasia Johnston | Senior MD & Chief Information and Operations Officer | 54 | - |
| Mr. Gregory Wade Ketron CPA | Head of Investor Relations & Treasury | - | - |
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