Invesco
IVZ
Market cap $6.5B

14.53 USD

-0.42

2.81%

At close Jun 13, 4:00 PM EDT

After hours

14.75

+0.22

1.51%

1 day

-2.81%

5 days

-0.34%

1 month

-7.16%

3 months

-2.81%

6 months

-19.46%

Year to date

-17.68%

1 year

-2.02%

5 years

35.29%

10 years

-63.14%

About: Invesco provides investment-management services to retail (67% of managed assets) and institutional (33%) clients. At the end of April 2025, the firm had $1.840 trillion in assets under management spread among its equity (57% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (11%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 30% of its AUM sourced from Europe, Africa, and the Middle East (15%) and Asia (15%).

Employees: 8,495

Financials Asset Management

0

Funds holding %

of 7,296 funds

0

Analysts bullish %

of 9 analysts

Fund manager confidence

Based on 2025 Q1 regulatory disclosures by fund managers ($100M+ AUM)

34% more call options, than puts

Call options by funds: $32.1M | Put options by funds: $23.9M

22% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 172

0.67% more ownership

Funds ownership: 89.35% [Q4 2024] → 90.02% (+0.67%) [Q1 2025]

3% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 69

2% less funds holding

Funds holding: 517 [Q4 2024] → 508 (-9) [Q1 2025]

13% less capital invested

Capital invested by funds: $7.02B [Q4 2024] → $6.1B (-$919M) [Q1 2025]

33% less funds holding in top 10

Funds holding in top 10: 3 [Q4 2024] → 2 (-1) [Q1 2025]

See Fund Rankings

Research analyst outlook

9 Wall Street Analysts provided 1 year price targets over the past 3 months

Low target

$13

11%

downside

Avg. target

$15.42

6%

upside

High target

$18

24%

upside

9 analyst ratings

0 positive

0%

8 neutral

89%

1 negative

11%

Goldman Sachs Alexander Blostein	12%upside $16.25	Neutral Maintained	12 Jun 2025
Barclays Benjamin Budish	3%upside $15	Equal-Weight Maintained	9 Jun 2025
Evercore ISI Group Glenn Schorr	3%upside $15	In-Line Maintained	23 Apr 2025
Morgan Stanley Michael Cyprys	3%upside $15	Equal-Weight Maintained	17 Apr 2025
JP Morgan Kenneth Worthington	10%upside $16	Neutral Maintained	16 Apr 2025

See Analyst Rankings

Financial journalist opinion

Based on 6 articles about IVZ published over the past 30 days

24/7 Wall Street

4 Passive Income Stocks Trading Under $20 Every Boomer Should Own

While reaching retirement age can be both a blessing and a curse, relying on the U.S.

4 Passive Income Stocks Trading Under $20 Every Boomer Should Own

Zacks Investment Research

Invesco's May AUM Climbs 5.6% on Strong Markets, Shares Up 1.8%

IVZ's AUM increases 5.6% in May to $1.94 trillion on strong market returns and inflows, lifting shares by 1.8%.

Invesco's May AUM Climbs 5.6% on Strong Markets, Shares Up 1.8%

Invesco Ltd. Announces May 31, 2025 Assets Under Management

ATLANTA , June 10, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ)1 today reported preliminary month-end assets under management (AUM) of $1,942.7 billion, an increase of 5.6% versus previous month-end.

Invesco Ltd. Announces May 31, 2025 Assets Under Management

Invesco Ltd. to Participate in the Morgan Stanley U.S. Financials Conference

ATLANTA , June 3, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Allison Dukes, Chief Financial Officer, will participate in a fireside chat at the Morgan Stanley U.S. Financials Conference at 11:25 a.m.

Invesco Ltd. to Participate in the Morgan Stanley U.S. Financials Conference

Buy Any Of 18 Ideal 'Safer' May Dividend Dogs Out Of 70 Graham Value All-Stars (GVAS)

I use YCharts' Value Score and Ben Graham Formula to identify large-cap stocks offering strong value relative to profits, assets, and dividends. Eighteen of twenty-four 'safer' lowest-priced Dividend Dogs of the GVAS are fair-priced and ready to buy for income-focused investors. Top ten GVAS stocks are projected to deliver 17.99% to 68.74% net gains by May 2026, with average risk 29% below the market.

Buy Any Of 18 Ideal 'Safer' May Dividend Dogs Out Of 70 Graham Value All-Stars (GVAS)

Invesco Ltd. to Participate in the Bernstein Strategic Decisions Conference

ATLANTA , May 20, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Andrew Schlossberg, President and Chief Executive Officer, will participate in a fireside chat at the Bernstein Strategic Decisions Conference at 1:30 p.m.

Invesco Ltd. to Participate in the Bernstein Strategic Decisions Conference

Zacks Investment Research

Invesco's April AUM Dips Marginally on Weak Markets, Outflows

Unfavorable market returns and outflows hurt IVZ's April AUM balance.

Invesco's April AUM Dips Marginally on Weak Markets, Outflows

Invesco Ltd. Announces April 30, 2025 Assets Under Management

ATLANTA , May 12, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ)1 today reported preliminary month-end assets under management (AUM) of $1,840.0 billion, a decrease of 0.3% versus previous month-end.

Invesco Ltd. Announces April 30, 2025 Assets Under Management

24/7 Wall Street

4 Strong-Buy High-Yield Dividend Stocks Under $20 to Buy Hand-Over-Fist Now

Investors love dividend stocks, especially high-yield varieties, because they offer a significant income stream and have substantial total return potential.

4 Strong-Buy High-Yield Dividend Stocks Under $20 to Buy Hand-Over-Fist Now

Invesco: Poised For Growth With 3 New ETFs

Invesco Ltd. stock price was recently hit during the tariff announcement creating an opportunity to buy the stock at a discount. Invesco's strong performance includes beating quarterly estimates, launching 3 new ETFs, increasing dividends, and enhancing shareholder returns through buybacks. Invesco's QQQ Trust ETF is a standout with $303 billion in AUM, and the new ETFs are expected to drive further growth.

Invesco: Poised For Growth With 3 New ETFs

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