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    Invesco Plc (IVZ)

    Official site

    FINANCIAL SERVICES • ASSET MANAGEMENT • NYSE

    $28.80
    +0.86 (+3.10%)

    Market Cap: $12.33B

    Last updated: Oct 16, 2026 at 1:55 PM ET

    Earnings

    Performance (10Y)

    Beat Rate
    72%(28/39)
    Avg Surprise
    +2.07%
    Streak
    1 Q

    Upcoming Estimates

    Period ending Sep 30, 2026
    EPS Consensus$0.74
    Range$0.71 - $0.76
    14 analysts
    EPS RevisionsNo revisions (7d)
    1
    1
    30d
    EPS Estimate DriftChange to current
    90d ago$0.74-0.1%
    60d ago$0.73+0.8%
    30d ago$0.74+0.2%
    7d ago$0.74+0.1%
    Current$0.74
    Revenue Consensus
    $1.4B
    Range$1.4B - $1.4B
    5 analysts
    Period ending Dec 31, 2026
    EPS Consensus$0.83
    Range$0.77 - $0.90
    15 analysts
    Revenue Consensus
    $1.4B
    Range$1.4B - $1.5B
    5 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.83---
    Sep 26EST
    		-$0.74---
    Jun 26
    Reported Jul 28
    		$0.71$0.67+5.97%Beat+97.2%
    Mar 26
    Reported Apr 28
    		$0.57$0.58-1.72%Miss+29.5%
    Dec 25
    Reported Jan 27
    		$0.62$0.58+6.90%Beat+19.2%
    Sep 25
    Reported Oct 28
    		$0.61$0.44+38.64%Beat+38.6%
    Jun 25
    Reported Jul 22
    		$0.36$0.40-10.00%Miss-16.3%
    Mar 25
    Reported Apr 22
    		$0.44$0.39+12.82%Beat+33.3%
    Dec 24
    Reported Jan 28
    		$0.52$0.47+10.64%Beat+10.6%
    Sep 24
    Reported Oct 22
    		$0.44$0.43+2.33%Beat+25.7%
    Jun 24
    Reported Jul 23
    		$0.43$0.40+7.50%Beat+38.7%
    Mar 24
    Reported Apr 23
    		$0.33$0.40-17.50%Miss-13.2%
    Dec 23
    Reported Jan 23
    		$0.47$0.40+17.50%Beat+20.5%
    Sep 23
    Reported Oct 24
    		$0.35$0.35+0.00%Beat+2.9%
    Jun 23
    Reported Jul 25
    		$0.31$0.40-22.50%Miss-20.5%
    Mar 23
    Reported Apr 25
    		$0.38$0.36+5.56%Beat-32.1%
    Dec 22
    Reported Jan 24
    		$0.39$0.36+8.33%Beat-54.7%
    Sep 22
    Reported Oct 25
    		$0.34$0.41-17.07%Miss-55.8%
    Jun 22
    Reported Jul 27
    		$0.39$0.50-22.00%Miss-50.0%
    Mar 22
    Reported Apr 26
    		$0.56$0.62-9.68%Miss-17.6%
    Dec 21
    Reported Jan 25
    		$0.86$0.76+13.16%Beat+19.4%
    Sep 21
    Reported Oct 26
    		$0.77$0.73+5.48%Beat+45.3%
    Jun 21
    Reported Jul 27
    		$0.78$0.70+11.43%Beat+122.9%
    Mar 21
    Reported Apr 27
    		$0.68$0.62+9.68%Beat+100.0%
    Dec 20
    Reported Jan 26
    		$0.72$0.57+26.32%Beat+12.5%
    Sep 20
    Reported Oct 27
    		$0.53$0.48+10.42%Beat-24.3%
    Jun 20
    Reported Jul 28
    		$0.35$0.43-18.60%Miss-46.2%
    Mar 20
    Reported Apr 23
    		$0.34$0.51-33.33%Miss-39.3%
    Dec 19
    Reported Jan 29
    		$0.64$0.70-8.57%Miss+45.5%
    Sep 19
    Reported Oct 23
    		$0.70$0.57+22.81%Beat+6.1%
    Jun 19
    Reported Jul 25
    		$0.65$0.59+10.17%Beat-1.5%
    Mar 19
    Reported Apr 25
    		$0.56$0.53+5.66%Beat-16.4%
    Dec 18
    Reported Jan 30
    		$0.44$0.54-18.52%Miss-39.7%
    Sep 18
    Reported Oct 18
    		$0.66$0.66+0.00%Beat-7.0%
    Jun 18
    Reported Jul 26
    		$0.66$0.66+0.00%Beat+3.1%
    Mar 18
    Reported Apr 26
    		$0.67$0.66+1.52%Beat+9.8%
    Dec 17
    Reported Jan 31
    		$0.73$0.70+4.29%Beat+23.7%
    Sep 17
    Reported Oct 26
    		$0.71$0.66+7.58%Beat-
    Jun 17
    Reported Jul 27
    		$0.64$0.61+4.92%Beat-
    Mar 17
    Reported Apr 27
    		$0.61$0.56+8.93%Beat-
    Dec 16
    Reported Jan 26
    		$0.59$0.58+1.72%Beat-

    Dividends

    Dividend Metrics

    Forward Yield2.99%
    Forward Annual Dividend$0.86
    Payout Ratio19.23%
    FrequencyQuarterly
    Pay MonthsMar, Jun, Sep, Dec

    Growth

    3Y CAGR+4.46%
    5Y CAGR+1.50%
    IVZ dividend history and ex-dividend datesRun IVZ in the free DRIP calculator

    Key Metrics

    Valuation
    P/E Ratio11.47EV/EBITDAN/A
    Price/FCF6.76xFCF Yield14.80%
    Profitability
    Profit Margin-0.93%Operating Margin20.00%
    ROE-0.57%ROIC-1.19%
    Financial Health
    Debt/Equity0.74xInterest Coverage18.33x
    Current Ratio0.71xQuick Ratio0.71x
    Trading Statistics
    Beta1.63Avg Volume4.75M
    52-Week High$33.6652-Week Low$20.03

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$29.65
    SMA 20$30.15
    SMA 50$31.26
    SMA 200$27.73
    EMA 10$29.40
    EMA 20$29.99
    EMA 50$30.39
    EMA 200$27.72

    MACD

    Line: -0.66Signal: -0.46Hist: -0.19

    ADX

    ADX: 33.2+DI: 9.2-DI: 36.5

    Aroon & PSAR

    Aroon Up4.0
    Aroon Down100.0
    PSAR$30.74

    Bollinger Bands

    Upper Band$31.85
    Lower Band$28.46
    %B Position1124%(Upper)
    Band Width0.10

    RSI (14-Day)

    Neutral
    36.8

    Momentum Oscillators

    Stoch %K19.6
    Stoch %D12.5
    Williams %R-60.7
    ROC (10d)-5.3%
    Momentum-1.63
    CCI (20d)-198.7
    MFI (14d)28.4

    Volatility Measures

    ATR (14d)$0.89(3.1%)
    StdDev (20d)0.85
    Hist Vol24.6%(Moderate)

    Volume Flow

    VWAP$28.26
    OBV297.6M
    AD Line-1.7B
    CMF (20d)0.204

    Volume Metrics

    Avg Vol (20d)4.8M
    Vol Ratio1.1x
    VWMA (20d)$30.20

    Pivot Points

    R3$29.72
    R2$29.24
    R1$28.59
    Pivot Point$28.11
    S1$27.45
    S2$26.97
    S3$26.32

    Advanced Oscillators

    TSI-25.14
    Ultimate Osc52.2
    KST-61.12

    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$511.20M$357.70M$-1,536,200,000$410.70M$335.20M$399.50M$373.90M$202.50M$322.60M$343.90M$-870,300,000$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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    IVZ Valuation and Fair Value

    P/E
    11.5x
    Forward P/E
    9.5x
    P/FCF
    6.8x
    PEG
    0.9x
    P/B
    1.0x
    See GNG's fair value

    IVZ Profitability: Margins, ROIC and FCF

    Gross margin
    67.4%
    Operating margin
    20.0%
    Net margin
    -0.9%
    ROIC
    -1.2%
    ROE
    -0.6%
    FCF margin
    28.1%
    FCF yield
    14.8%

    IVZ Competitors

    CompanyTicker
    Webster Financial CorporationWBS
    Erie Indemnity CompanyERIE
    SEI Investments CompanySEIC
    Comerica IncorporatedCMA
    Carlyle Group IncCG
    Ally Financial IncALLY
    CNA Financial CorporationCNA
    Freedom Holding CorpFRHC

    Sector: Financial Services

    IVZ Analyst Ratings

    Consensus
    Hold
    Analysts
    14
    Strong Buy
    2
    Buy
    3
    Hold
    9
    Sell
    0
    Strong Sell
    0

    IVZ Bull Case vs Bear Case

    Bull case

    • IVZ converts 28.1% of revenue into free cash flow.
    • IVZ beat EPS estimates in 75.0% of its last 8 reported quarters.
    • IVZ grew quarterly revenue 20.5% year over year.

    Bear case

    • IVZ has a -0.9% net profit margin.

    IVZ Earnings: Beat Rate and Next Report

    Beat rate
    6 of 8 quarters (75.0%)
    Average surprise
    8.2%
    EPS estimate (fiscal period ending Sep 30, 2026)
    $0.74
    Estimate revisions (30 days, fiscal period ending Sep 30, 2026)
    1 up, 1 down

    IVZ Dividend

    Forward yield
    3.0%
    Payout ratio
    19.2%
    3Y DPS growth
    4.5%
    5Y DPS growth
    1.5%
    Pay months
    Mar, Jun, Sep, Dec
    IVZ dividend history

    Frequently Asked Questions About IVZ

    What is IVZ's current dividend yield?

    Invesco Plc (IVZ) has a forward dividend yield of 2.99%.

    Does IVZ pay dividends?

    Yes, Invesco Plc pays dividends with a forward dividend yield of 2.99%.

    What is IVZ's P/E ratio?

    Invesco Plc has a price-to-earnings (P/E) ratio of 11.47.

    What is IVZ's market cap?

    Invesco Plc (IVZ) has a market capitalization of $12.33B with a current stock price of $28.80.

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