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Invesco Ltd. (IVZ)

Financial Services | Asset Management | Atlanta, United States | NYSE
32.86 USD -0.45 (-1.351%) ⇩ (Aug. 28, 2026, 4 p.m. EDT)
After hours: 32.86

Short-term:★★★⯪☆Long-term:★★★☆☆Dividends:★★★☆☆
Hot Take | Aug. 22, 2026, 4:41 a.m. EDT

Invesco presents a compelling case for a tactical swing trade but lacks the structural robustness for a core long-term holding. Fundamentally, the company is showing signs of distress: it is posting negative earnings per share (-$0.69 trailing) and negative return on equity (-0.57%), despite reporting positive revenue growth. This divergence suggests the cost of capital or operational inefficiencies are currently outweighing top-line gains. The balance sheet is also fragile, with debt significantly exceeding equity (12x D/E ratio) and a current ratio below 1.0, which limits flexibility during market stress. Despite these fundamental cracks, the stock has rallied nearly 30% over the last year, driven by record asset inflows. This momentum is real, yet the statistical forecast model offers almost no guidance, labeling the short-term directional bias as weak and noisy. This disconnect creates a tense environment: the business quality is deteriorating (negative ROE), yet the market is pricing in continued success. The options market reflects this ambiguity. While traders are buying calls targeting a $36 level, they are simultaneously placing heavy hedges at lower strikes, betting on a potential correction. For investors, this is a high-risk setup. The lack of earnings profitability and the heavy debt load mean that any slowdown in asset inflows could trigger a rapid re-rating of the stock downward. The current price appears to be trading on the hope of continued inflow momentum rather than sustainable earnings power.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.136149
MSTL0.144357
AutoETS0.152070
AutoARIMA0.152485

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 43%
H-stat 5.29
Ljung-Box p 0.000
Jarque-Bera p 0.162
Excess Kurtosis -0.81
Attribute Value
Sector Financial Services
Ex Dividend Date 2026-08-13
Last Dividend Date 2026-08-13
Debt to Equity Ratio 12.056
Revenue per Share 15.288
Market Cap 14,507,682,816
Forward P/E 10.08
Beta 1.60
Profit Margins -0.93%
Website https://www.invesco.com/corporate/en/home.html

As of Aug. 22, 2026, 4:41 a.m. EDT: Speculators are positioning for a moderate upside move with significant call volume at the $36 strike, suggesting a target for a 12-15% rally within the next few months. However, there is a notable defensive hedge at lower strikes ($20-$27), indicating a fear of a sharp drop or a 'mean reversion' scenario where the stock falls back toward its 200-day average. Implied volatility is elevated relative to historical norms, reflecting uncertainty around the upcoming earnings report.


Dividend Data

Yield Summary
Last Yield 1yr Yield 3yr Avg 5yr Avg
0.66% 3.14% 4.37% 4.24%
Dividend History
Date Dividend Yield %
2026-08-14 0.2150 0.660522
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 2.58
exDividendDate 2026-08-14
trailingAnnualDividendRate 0.85
trailingAnnualDividendYield 0.025517862
lastDividendValue 0.215
lastDividendDate 2026-08-14
dividendDate 2026-09-02

Info Dump

Attribute Value
52 Week Change 0.5177829
Address1 Midtown Union
Address2 1,331 Spring Street, North West, Suite 2500
All Time High 51.1
All Time Low 6.275
Ask 32.96
Ask Size 600
Audit Risk 9
Average Analyst Rating 2.5 - Buy
Average Daily Volume10 Day 3,368,710
Average Daily Volume3 Month 5,000,836
Average Volume 5,000,836
Average Volume10Days 3,368,710
Beta 1.596
Bid 32.62
Bid Size 700
Board Risk 3
Book Value 22.563
City Atlanta
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 2
Country United States
Crypto Tradeable 0
Currency USD
Current Price 32.86
Current Ratio 0.708
Custom Price Alert Confidence HIGH
Date Short Interest 1,786,665,600
Day High 33.505
Day Low 32.645
Debt To Equity 12.056
Display Name Invesco
Dividend Date 1,788,307,200
Dividend Rate 0.86
Dividend Yield 2.58
Earnings Call Timestamp End 1,785,243,600
Earnings Call Timestamp Start 1,785,243,600
Earnings Quarterly Growth 0.88
Earnings Timestamp 1,785,241,800
Earnings Timestamp End 1,793,104,200
Earnings Timestamp Start 1,793,104,200
Ebitda 1,444,800,000
Ebitda Margins 0.20932
Enterprise To Ebitda 12.96
Enterprise To Revenue 2.713
Enterprise Value 18,725,083,136
Eps Current Year 2.80685
Eps Forward 3.26133
Eps Trailing Twelve Months -0.68
Esg Populated 0
Ex Dividend Date 1,786,665,600
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 29.898
Fifty Day Average Change 2.962
Fifty Day Average Change Percent 0.09907017
Fifty Two Week Change Percent 51.778294
Fifty Two Week High 33.66
Fifty Two Week High Change -0.79999924
Fifty Two Week High Change Percent -0.02376706
Fifty Two Week Low 20.67
Fifty Two Week Low Change 12.190001
Fifty Two Week Low Change Percent 0.5897436
Fifty Two Week Range 20.67 - 33.66
Financial Currency USD
First Trade Date Milliseconds 809,357,400,000
Five Year Avg Dividend Yield 4.18
Float Shares 356,387,452
Forward Eps 3.26133
Forward P E 10.0756445
Free Cashflow 1,140,787,456
Full Exchange Name NYSE
Full Time Employees 7,405
Fullday Change -0.450001
Fullday Change Percent -1.35095
Fullday Price 32.86
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,785,542,400
Gross Margins 0.2952
Gross Profits 2,037,600,000
Has Pre Post Market Data 1
Held Percent Insiders 0.00606
Held Percent Institutions 0.98151
Implied Shares Outstanding 441,499,780
Industry Asset Management
Industry Disp Asset Management
Industry Key asset-management
Is Earnings Date Estimate 0
Language en-US
Last Dividend Date 1,786,665,600
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 14,507,682,816
Market State CLOSED
Max Age 86,400
Message Board Id finmb_384779
Most Recent Quarter 1,782,777,600
Net Income To Common -309,200,000
Next Fiscal Year End 1,798,675,200
Non Diluted Market Cap 14,706,357,671
Number Of Analyst Opinions 12
Open 33.41
Operating Cashflow 2,008,800,000
Operating Margins 0.19950001
Overall Risk 3
Payout Ratio 0.5646
Peg Ratio 0.9
Phone 404 892 0896
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 32.86
Post Market Time 1,787,961,600
Previous Close 33.31
Price Eps Current Year 11.707074
Price Hint 2
Price To Book 1.4563667
Price To Sales Trailing12 Months 2.1018012
Profit Margins -0.00934
Quick Ratio 0.708
Quote Source Name Delayed Quote
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 2.46154
Region US
Regular Market Change -0.450001
Regular Market Change Percent -1.35095
Regular Market Day High 33.505
Regular Market Day Low 32.645
Regular Market Day Range 32.645 - 33.505
Regular Market Open 33.41
Regular Market Previous Close 33.31
Regular Market Price 32.86
Regular Market Time 1,787,947,203
Regular Market Volume 2,777,033
Return On Assets 0.02915
Return On Equity -0.0057300003
Revenue Growth 0.205
Revenue Per Share 15.288
Sand P52 Week Change 0.20204377
Sector Financial Services
Sector Disp Financial Services
Sector Key financial-services
Share Holder Rights Risk 4
Shares Outstanding 441,499,780
Shares Percent Shares Out 0.0251
Shares Short 11,091,933
Shares Short Previous Month Date 1,784,073,600
Shares Short Prior Month 19,476,004
Short Name Invesco Ltd
Short Percent Of Float 0.036199998
Short Ratio 2.16
Source Interval 15
State GA
Symbol IVZ
Target High Price 39.0
Target Low Price 29.0
Target Mean Price 33.375
Target Median Price 33.5
Total Cash 915,400,000
Total Cash Per Share 2.073
Total Debt 1,624,000,000
Total Revenue 6,902,499,840
Tradeable 0
Trailing Annual Dividend Rate 0.85
Trailing Annual Dividend Yield 0.025517862
Trailing Eps -0.68
Trailing Peg Ratio 0.9008
Triggerable 1
Two Hundred Day Average 27.0203
Two Hundred Day Average Change 5.8397007
Two Hundred Day Average Change Percent 0.21612272
Type Disp Equity
Volume 2,777,033
Website https://www.invesco.com/corporate/en/home.html
Zip 30,309