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Invesco Ltd. (IVZ)

Financial Services | Asset Management | Atlanta, United States | NYSE
28.40 USD -0.58 (-2.001%) ⇩ (July 13, 2026, 4 p.m. EDT)

Short-term:★★★⯪☆Long-term:★★⯪☆☆Dividends:★★★☆☆
Hot Take | July 11, 2026, 5:12 a.m. EDT

The immediate outlook is clouded by severe technical weakness and a lack of institutional support. The stock has lost nearly a third of its value over the last nine years, and despite a recent quarterly earnings beat, the market remains unconvinced, evidenced by the heavy concentration of put options below the current price. The 3.01% dividend yield is attractive but acts more as a compensation for the business's structural struggles than a sign of stability, especially given the negative return on equity and the fact that the company is still burning cash relative to its book value. While the forward P/E looks cheap, it is pricing in a turnaround that hasn't happened yet. For now, the risk-reward profile leans toward caution as the asset manager fights to regain footing.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.053510
AutoETS0.066610
AutoARIMA0.066611
MSTL0.078741

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 47%
H-stat 1.26
Ljung-Box p 0.000
Jarque-Bera p 0.484
Excess Kurtosis -0.71
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-05-14
Last Dividend Date 2026-05-14
Debt to Equity Ratio 14.829
Revenue per Share 14.58
Market Cap 12,589,624,320
Forward P/E 8.97
Beta 1.60
Profit Margins -3.69%
Website https://www.invesco.com/corporate/en/home.html

As of July 11, 2026, 5:12 a.m. EDT: Speculators are positioning defensively with heavy put volume and open interest concentrated in the $21-$27 range for near-term expirations, creating a significant wall of resistance below current prices. While there is notable call volume at distant strikes ($40 in Jan 2027), the immediate market sentiment is bearish, with implied volatility significantly elevated on downside protection compared to upside speculation.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.79% 3.46% 4.56% 4.25%
Dividend History
Date Dividend Yield %
2026-05-15 0.2150 0.792773
2026-02-13 0.2100 0.791855
2025-11-14 0.2100 0.892857
2025-08-14 0.2100 0.984067
2025-05-14 0.2100 1.356589
2025-02-14 0.2050 1.108108
2024-11-14 0.2050 1.155581
2024-08-16 0.2050 1.215896
2024-05-13 0.2050 1.298290
2024-02-15 0.2000 1.274697
2023-11-09 0.2000 1.564945
2023-08-10 0.2000 1.232286
2023-05-08 0.2000 1.227747
2023-02-15 0.1880 1.001065
2022-11-09 0.1880 1.181647
2022-08-11 0.1880 1.016766
2022-05-09 0.1880 1.061547
2022-02-15 0.1700 0.728676
2021-11-10 0.1700 0.665883
2021-08-12 0.1700 0.677021
2021-05-10 0.1700 0.602410
2021-02-12 0.1550 0.683723
2020-11-10 0.1550 1.066758
2020-08-13 0.1550 1.448598
2020-05-08 0.1550 1.942356
2020-02-12 0.3100 1.668461
2019-11-08 0.3100 1.739618
2019-08-14 0.3100 2.023499
2019-05-09 0.3100 1.489668
2019-02-13 0.3000 1.624256
2018-11-09 0.3000 1.436782
2018-08-15 0.3000 1.239669
2018-05-10 0.3000 1.066098
2018-02-14 0.2900 0.874284
2017-11-13 0.2900 0.840093
2017-08-15 0.2900 0.857481
2017-05-10 0.2900 0.895338
2017-02-14 0.2800 0.875000
2016-11-10 0.2800 0.903226
2016-08-16 0.2800 0.941810
2016-05-11 0.2800 0.963855
2016-02-16 0.2700 1.011236
2015-11-13 0.2700 0.851198
2015-08-18 0.2700 0.725416
2015-05-13 0.2700 0.669975
2015-02-17 0.2500 0.632751
2014-11-14 0.2500 0.622665
2014-08-19 0.2500 0.631951
2014-05-14 0.2500 0.702642
2014-02-18 0.2250 0.659051
2013-11-15 0.2250 0.664894
2013-08-19 0.2250 0.721154
2013-05-15 0.2250 0.650289
2013-02-19 0.1720 0.621837
2012-11-15 0.1730 0.745368
2012-08-20 0.1730 0.726891
2012-05-16 0.1730 0.784225
2012-02-21 0.1230 0.495968
2011-11-16 0.1230 0.625000
2011-08-18 0.1230 0.758323
2011-05-18 0.1230 0.498177
2011-02-18 0.1100 0.402194
2010-11-17 0.1100 0.511390
2010-08-19 0.1100 0.599455
2010-05-20 0.1100 0.592034
2010-02-19 0.1030 0.527124
2009-11-16 0.1030 0.433867
2009-08-17 0.1030 0.549333
2009-05-18 0.1030 0.661104
2009-02-23 0.1000 0.901713
2008-11-24 0.1000 0.869565
2008-08-18 0.1000 0.387447
2008-05-19 0.1000 0.355366
2008-03-18 0.2200 0.964067
2007-09-19 0.1640 0.638132
2007-04-25 0.2080 0.892321
2006-09-06 0.1540 0.760870
2006-03-29 0.1910 0.997389
2005-09-07 0.1450 1.067747
2005-03-30 0.1880 1.460761
2004-09-22 0.0890 0.795353
2004-03-31 0.2380 1.573034
2003-08-13 0.1610 1.015773
2003-04-02 0.2360 2.355289
2002-08-28 0.1700 1.214286
2002-04-03 0.2050 0.749543
2001-09-05 0.1440 0.500000
2001-03-28 0.1930 0.659829
2000-09-06 0.1292 0.308906
2000-04-05 0.1940 0.713235
1999-09-01 0.1244 0.729619
1999-04-01 0.1780 0.881188
1998-09-02 0.0980 0.672384
1998-04-01 0.1458 0.665374
1997-08-13 0.0810 0.676409
1997-04-01 0.0464 0.423744
1996-08-26 0.0616 0.818605
1996-05-20 0.1224 1.589610
Additional Data
dividendRate 0.86
dividendYield 2.97
exDividendDate 2026-05-15
trailingAnnualDividendRate 0.845
trailingAnnualDividendYield 0.02915804
lastDividendValue 0.215
lastDividendDate 2026-05-15
dividendDate 2026-06-02

Info Dump

Attribute Value
52 Week Change 0.6965352
Address1 Midtown Union
Address2 1,331 Spring Street, North West, Suite 2500
All Time High 51.1
All Time Low 6.275
Ask 29.87
Ask Size 400
Audit Risk 9
Average Analyst Rating 2.5 - Buy
Average Daily Volume10 Day 4,447,600
Average Daily Volume3 Month 5,426,008
Average Volume 5,426,008
Average Volume10Days 4,447,600
Beta 1.597
Bid 0.0
Bid Size 600
Board Risk 4
Book Value 21.982
City Atlanta
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 2
Country United States
Crypto Tradeable 0
Currency USD
Current Price 28.4
Current Ratio 0.822
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 29.153
Day Low 28.17
Debt To Equity 14.829
Display Name Invesco
Dividend Date 1,780,358,400
Dividend Rate 0.86
Dividend Yield 2.97
Earnings Call Timestamp End 1,785,268,800
Earnings Call Timestamp Start 1,785,268,800
Earnings Growth 0.35
Earnings Quarterly Growth 0.166
Earnings Timestamp 1,785,241,800
Earnings Timestamp End 1,785,241,800
Earnings Timestamp Start 1,785,241,800
Ebitda 1,327,600,000
Ebitda Margins 0.20138
Enterprise To Ebitda 13.006
Enterprise To Revenue 2.619
Enterprise Value 17,267,224,576
Eps Current Year 2.74628
Eps Forward 3.16719
Eps Trailing Twelve Months -1.44
Esg Populated 0
Ex Dividend Date 1,778,803,200
Exchange NYQ
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fax 404 439 3323
Fifty Day Average 27.4868
Fifty Day Average Change 0.9132004
Fifty Day Average Change Percent 0.033223234
Fifty Two Week Change Percent 69.65353
Fifty Two Week High 29.82
Fifty Two Week High Change -1.4200001
Fifty Two Week High Change Percent -0.047619052
Fifty Two Week Low 16.49
Fifty Two Week Low Change 11.91
Fifty Two Week Low Change Percent 0.7222559
Fifty Two Week Range 16.49 - 29.82
Financial Currency USD
First Trade Date Milliseconds 809,357,400,000
Five Year Avg Dividend Yield 4.18
Float Shares 358,228,006
Forward Eps 3.16719
Forward P E 8.966939
Free Cashflow 861,862,528
Full Exchange Name NYSE
Full Time Employees 7,421
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.28915
Gross Profits 1,906,200,064
Has Pre Post Market Data 1
Held Percent Insiders 0.00603
Held Percent Institutions 0.97245
Implied Shares Outstanding 443,296,629
Industry Asset Management
Industry Disp Asset Management
Industry Key asset-management
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,778,803,200
Last Dividend Value 0.215
Last Fiscal Year End 1,767,139,200
Last Split Date 973,641,600
Last Split Factor 25:10
Long Business Summary 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.
Long Name Invesco Ltd.
Market us_market
Market Cap 12,589,624,320
Market State PRE
Max Age 86,400
Message Board Id finmb_384779
Most Recent Quarter 1,774,915,200
Net Income To Common -667,000,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 12,589,624,263
Number Of Analyst Opinions 12
Open 29.08
Operating Cashflow 1,822,499,968
Operating Margins 0.191
Overall Risk 3
Payout Ratio 0.5646
Peg Ratio 0.92
Phone 404 892 0896
Pre Market Change -0.005001068
Pre Market Change Percent -0.017606294
Pre Market Price 28.4
Pre Market Time 1,784,033,454
Previous Close 28.98
Price Eps Current Year 10.341262
Price Hint 2
Price To Book 1.2919661
Price To Sales Trailing12 Months 1.9097179
Profit Margins -0.03692
Quick Ratio 0.822
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 2.46154
Region US
Regular Market Change -0.58
Regular Market Change Percent -2.00138
Regular Market Day High 29.153
Regular Market Day Low 28.17
Regular Market Day Range 28.17 - 29.153
Regular Market Open 29.08
Regular Market Previous Close 28.98
Regular Market Price 28.4
Regular Market Time 1,783,972,803
Regular Market Volume 3,938,326
Return On Assets 0.02683
Return On Equity -0.01535
Revenue Growth 0.141
Revenue Per Share 14.58
Sand P52 Week Change 0.20365608
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 4
Shares Outstanding 443,296,629
Shares Percent Shares Out 0.041300002
Shares Short 18,294,159
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 19,271,767
Short Name Invesco Ltd
Short Percent Of Float 0.0594
Short Ratio 3.13
Source Interval 15
State GA
Symbol IVZ
Target High Price 35.0
Target Low Price 26.0
Target Mean Price 30.83333
Target Median Price 30.5
Total Cash 806,899,968
Total Cash Per Share 1.82
Total Debt 1,966,700,032
Total Revenue 6,592,399,872
Tradeable 0
Trailing Annual Dividend Rate 0.845
Trailing Annual Dividend Yield 0.02915804
Trailing Eps -1.44
Trailing Peg Ratio 0.9008
Triggerable 1
Two Hundred Day Average 25.6894
Two Hundred Day Average Change 2.7106
Two Hundred Day Average Change Percent 0.10551433
Type Disp Equity
Volume 3,938,326
Website https://www.invesco.com/corporate/en/home.html
Zip 30,309