I

    Invesco Plc (IVZ)

    Official site

    FINANCIAL SERVICES • ASSET MANAGEMENT • NYSE

    $32.78
    -0.07 (-0.23%)

    Market Cap: $14.51B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    70%(28/40)
    Avg Surprise
    +1.98%
    Streak
    1 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$0.74
    Range$0.70 - $0.76
    11 analysts
    EPS RevisionsNo revisions (7d)
    7
    2
    30d
    EPS Estimate Drift
    90d ago$0.67-8.7%
    60d ago$0.67-8.3%
    30d ago$0.76+2.7%
    7d ago$0.73-0.4%
    Current$0.74
    Revenue Consensus
    $1.4B
    Range$1.4B - $1.4B
    3 analysts
    Dec 31, 2026
    EPS Consensus$0.83
    Range$0.74 - $0.91
    13 analysts
    Revenue Consensus
    $1.4B
    Range$1.4B - $1.5B
    3 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.83---
    Sep 26EST
    		-$0.74---
    Jun 26
    		$0.71$0.67+5.97%Beat+97.2%
    Mar 26
    		$0.57$0.58-1.72%Miss+29.5%
    Dec 25
    		$0.62$0.58+6.90%Beat+19.2%
    Sep 25
    		$0.61$0.44+38.64%Beat+38.6%
    Jun 25
    		$0.36$0.40-10.00%Miss-16.3%
    Mar 25
    		$0.44$0.39+12.82%Beat+33.3%
    Dec 24
    		$0.52$0.47+10.64%Beat+10.6%
    Sep 24
    		$0.44$0.43+2.33%Beat+25.7%
    Jun 24
    		$0.43$0.40+7.50%Beat+38.7%
    Mar 24
    		$0.33$0.40-17.50%Miss-13.2%
    Dec 23
    		$0.47$0.40+17.50%Beat+20.5%
    Sep 23
    		$0.35$0.35+0.00%Beat+2.9%
    Jun 23
    		$0.31$0.40-22.50%Miss-20.5%
    Mar 23
    		$0.38$0.36+5.56%Beat-32.1%
    Dec 22
    		$0.39$0.36+8.33%Beat-54.7%
    Sep 22
    		$0.34$0.41-17.07%Miss-55.8%
    Jun 22
    		$0.39$0.50-22.00%Miss-50.0%
    Mar 22
    		$0.56$0.62-9.68%Miss-17.6%
    Dec 21
    		$0.86$0.76+13.16%Beat+19.4%
    Sep 21
    		$0.77$0.73+5.48%Beat+45.3%
    Jun 21
    		$0.78$0.70+11.43%Beat+122.9%
    Mar 21
    		$0.68$0.62+9.68%Beat+100.0%
    Dec 20
    		$0.72$0.57+26.32%Beat+12.5%
    Sep 20
    		$0.53$0.48+10.42%Beat-24.3%
    Jun 20
    		$0.35$0.43-18.60%Miss-46.2%
    Mar 20
    		$0.34$0.51-33.33%Miss-39.3%
    Dec 19
    		$0.64$0.70-8.57%Miss+45.5%
    Sep 19
    		$0.70$0.57+22.81%Beat+6.1%
    Jun 19
    		$0.65$0.59+10.17%Beat-1.5%
    Mar 19
    		$0.56$0.53+5.66%Beat-16.4%
    Dec 18
    		$0.44$0.54-18.52%Miss-39.7%
    Sep 18
    		$0.66$0.66+0.00%Beat-7.0%
    Jun 18
    		$0.66$0.66+0.00%Beat+3.1%
    Mar 18
    		$0.67$0.66+1.52%Beat+9.8%
    Dec 17
    		$0.73$0.70+4.29%Beat+23.7%
    Sep 17
    		$0.71$0.66+7.58%Beat+18.3%
    Jun 17
    		$0.64$0.61+4.92%Beat-
    Mar 17
    		$0.61$0.56+8.93%Beat-
    Dec 16
    		$0.59$0.58+1.72%Beat-
    Sep 16
    		$0.60$0.61-1.64%Miss-

    Dividends

    Dividend Metrics

    Yield2.59%
    Annual/Share$0.85
    Payout Ratio19.23%
    Frequency4
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+4.46%
    5Y CAGR+1.50%
    View IVZ's full dividend history

    Key Metrics

    Valuation
    P/E Ratio13.06EV/EBITDA14.78x
    Price/FCF7.69xFCF Yield13.00%
    Profitability
    Profit Margin-0.93%Operating Margin20.00%
    ROE-0.57%ROIC3.18%
    Financial Health
    Debt/Equity0.74xInterest Coverage18.33x
    Current Ratio0.71xQuick Ratio0.71x
    Trading Statistics
    Beta1.60Avg Volume4.15M
    52-Week High$33.6652-Week Low$20.03

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$32.51
    SMA 20$32.14
    SMA 50$29.85
    SMA 200$26.81
    EMA 10$32.56
    EMA 20$31.96
    EMA 50$30.41
    EMA 200$26.72

    MACD

    Line: 0.84Signal: 0.87Hist: -0.03

    ADX

    ADX: 25.1+DI: 24.3-DI: 15.2

    Aroon & PSAR

    Aroon Up96.0
    Aroon Down8.0
    PSAR$33.66

    Bollinger Bands

    Upper Band$33.42
    Lower Band$30.86
    %B Position794%(Upper)
    Band Width0.75

    RSI (14-Day)

    Neutral
    61.6

    Momentum Oscillators

    Stoch %K73.8
    Stoch %D79.9
    Williams %R-34.2
    ROC (10d)0.7%
    Momentum0.21
    CCI (20d)79.8
    MFI (14d)58.1

    Volatility Measures

    ATR (14d)$0.87(2.7%)
    StdDev (20d)0.64
    Hist Vol22.9%(Moderate)

    Volume Flow

    VWAP$32.74
    OBV301.1M
    AD Line-2.0B
    CMF (20d)-0.284

    Volume Metrics

    Avg Vol (20d)4.1M
    Vol Ratio1.1x
    VWMA (20d)$32.04

    Pivot Points

    R3$34.49
    R2$34.07
    R1$33.47
    Pivot Point$33.05
    S1$32.45
    S2$32.03
    S3$31.43

    Advanced Oscillators

    TSI26.31
    Ultimate Osc53.4
    KST107.78

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$1.83B$1.74B$1.69B$1.64B$1.52B$1.53B$1.59B$1.52B$1.48B$1.48B$1.41B$1.44B
    Cost of Revenue$8.10M$601.40M$559.10M$1.08B$1.01B$973.60M$990.40M$1.13B$947.70M$976.70M$928.20M$926.70M
    Gross Profit$1.82B$1.14B$1.13B$560.50M$504.40M$555.60M$602.60M$390.40M$535.60M$498.60M$485.20M$515.30M
    Operating Expenses$1.45B$809.90M$2.59B$289.60M$290.20M$278.30M$290.90M$289.90M$328.80M$285.50M$1.56B$287.60M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$133.50M$147.10M$148.70M$151.30M$139.20M$137.30M$135.00M$140.80M$180.40M$138.50M$135.90M$146.00M
    Operating Income$364.20M$333.20M$-1,458,100,000$270.90M$214.20M$277.30M$311.70M$100.50M$206.80M$213.10M$-1,075,800,000$227.70M
    Interest Income$9.90M$9.20M$24.00M$10.50M$14.80M$11.30M$24.60M$10.90M$11.00M$12.40M$21.30M$10.80M
    Interest Expense$23.60M$24.30M$23.00M$25.70M$20.70M$13.10M$12.40M$13.40M$16.30M$15.90M$16.80M$17.30M
    Income Before Tax$455.40M$300.20M$-1,345,400,000$346.70M$274.40M$344.90M$317.40M$145.10M$259.90M$282.90M$-933,500,000$230.00M
    Income Tax Expense$116.50M$81.10M$-349,500,000$-9,700,000$77.00M$77.60M$78.70M$41.50M$64.00M$68.70M$-266,400,000$61.30M
    Net Income$382.30M$268.60M$-1,061,100,000$345.70M$203.40M$230.30M$268.50M$114.20M$191.40M$200.70M$-683,100,000$190.60M
    EBITDA$487.10M$357.70M$231.40M$410.70M$335.20M$399.50M$373.90M$202.50M$322.60M$343.90M$343.60M$289.50M
    EBIT$479.00M$324.50M$-1,572,200,000$372.40M$295.10M$358.00M$329.80M$158.50M$276.20M$298.80M$-916,700,000$247.30M
    * Some calculated fields are derived from available data when not provided by source

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    News

    Invesco QQQ $QQQ is Belpointe Asset Management LLC's 3rd Largest Position

    Belpointe Asset Management LLC has reduced its stake in Invesco QQQ (QQQ) by 14% in the second quarter, selling 20,201 shares, but it still remains their third-largest holding, valued at $91.7 million. Despite this reduction, institutional ownership in QQQ is substantial, with several firms increasing their positions. The article highlights both positive and negative sentiments affecting QQQ, including strong performance from AI-related stocks like Nvidia, and risks posed by inflation and potential higher-for-longer interest rates.

    MarketBeat•8/30/26•
    Neutral

    INVESCO Ltd. stock underperforms Friday when compared to competitors

    INVESCO Ltd. (IVZ) shares fell 1.35% on Friday, closing at $32.86. This underperformance occurred during a generally negative trading session for the broader market, with both the S&P 500 Index and Dow Jones Industrial Average also experiencing declines. The stock's dip ended a five-day winning streak.

    MarketWatch•8/29/26•
    Somewhat-Bearish

    INVESCO Ltd. stock outperforms competitors on strong trading day

    Shares of INVESCO Ltd. (IVZ) rose 1.00% to $33.31 on Thursday, marking its fifth consecutive day of gains. This performance outpaced the broader market, as the S&P 500 Index increased by 0.72% and the Dow Jones Industrial Average rose by 0.20% on the same trading day.

    MarketWatch•8/27/26•
    Bullish

    Invesco (IVZ) Up 17.5% Since Last Earnings Report: Can It Continue?

    Invesco (IVZ) shares have risen 17.5% since its last earnings report, outperforming the S&P 500, following strong Q2 2026 results. The company's adjusted earnings of 71 cents per share surpassed estimates due to higher AUM and revenues, including record net long-term inflows. Despite an increase in adjusted expenses, the positive trend is expected to continue, with Invesco currently holding a Zacks Rank #1 (Strong Buy).

    Yahoo Finance•8/27/26•
    Bullish

    Miller Value Partners LLC Invests $3.43 Million in Western Alliance Bancorporation $WAL

    Miller Value Partners LLC has initiated a new position in Western Alliance Bancorporation (NYSE:WAL), purchasing 41,755 shares valued at approximately $3.43 million during the second quarter. This move is part of a broader trend of institutional investment, with several other major firms also adjusting their holdings in the financial services provider. Western Alliance Bancorporation reported strong Q2 earnings, with revenue up 17.7% year-over-year and EPS matching analyst expectations, maintaining a consensus "Moderate Buy" rating from analysts.

    MarketBeat•8/26/26•
    Somewhat-Bullish

    Frequently Asked Questions About IVZ

    What is IVZ's current dividend yield?
    Invesco Plc (IVZ) has a current dividend yield of 2.59%.
    Does IVZ pay dividends?
    Yes, Invesco Plc pays dividends with a current yield of 2.59%.
    What is IVZ's P/E ratio?
    Invesco Plc has a price-to-earnings (P/E) ratio of 13.06.
    What is IVZ's market cap?
    Invesco Plc (IVZ) has a market capitalization of $14.51B with a current stock price of $32.78.

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