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Invesco Ltd. (IVZ)

Financial Services | Asset Management | Atlanta, United States | NYSE
27.93 USD -0.99 (-3.423%) ⇩ (Oct. 14, 2026, 4 p.m. EDT)
After hours: 27.93

Short-term:★★⯪☆☆Long-term:★★★☆☆Dividends:★★★☆☆
Hot Take ↕ | Oct. 10, 2026, 8:56 a.m. EDT

Invesco presents a classic turnaround story where the business fundamentals are finally aligning with the price action, yet the market remains cautious. The company has successfully navigated a severe multi-year decline, posting strong double-digit revenue growth and earnings beats recently, which validates the operational strategy. However, the balance sheet remains fragile with a high debt-to-equity ratio and negative trailing earnings, preventing a full 'buy' rating despite the improving trajectory. The 2.8% dividend yield is attractive but sits on a payout ratio that leaves little room for error if AUM flows stall. Short-term, the stock is stuck in a consolidation pattern, trading below its 50-day average while the 200-day line acts as support. This suggests the market is waiting for confirmation of sustained profitability before committing capital. The options data confirms this hesitation: traders are buying protection at lower levels while speculating on a bounce, creating a volatile environment unsuitable for aggressive momentum plays. Long-term, the thesis is compelling given the 20% revenue growth and the sector's resilience, but the high beta and lingering valuation concerns mean this is a patient accumulation opportunity rather than a high-conviction entry. The statistical forecast models a modest uptick, which aligns with the technical setup, but the real catalyst remains the continued execution of the AUM growth strategy.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.041140
MSTL0.050277
AutoARIMA0.051208
AutoETS0.051209

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 48%
H-stat 0.24
Ljung-Box p 0.000
Jarque-Bera p 0.178
Excess Kurtosis -0.62
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 12,331,088,896
Forward P/E 8.59
Beta 1.63
Profit Margins -0.93%
Website https://www.invesco.com/corporate/en/home.html

As of Oct. 10, 2026, 8:56 a.m. EDT: Speculators are positioning defensively with heavy put volume and open interest at strikes below the current price (27, 28, 25), suggesting a fear of further downside or a 'floor' scenario. Conversely, there is significant call open interest at higher strikes (34, 36, 40) and a notable volume spike in deep out-of-the-money calls for 2027, indicating asymmetric bets on a potential recovery or gap-up event. The implied volatility surface shows elevated premiums for deep OTM puts relative to calls, reflecting a market pricing in a higher probability of a drop than a massive surge in the near term.


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
dividendYield 2.97
exDividendDate 2026-08-14
trailingAnnualDividendRate 0.85
trailingAnnualDividendYield 0.029391425
lastDividendValue 0.215
lastDividendDate 2026-08-14
dividendDate 2026-09-02

Info Dump

Attribute Value
52 Week Change 0.22500002
Address1 Midtown Union
Address2 1,331 Spring Street North West, Suite 2500
All Time High 51.1
All Time Low 6.275
Ask 0.0
Ask Size 900
Audit Risk 9
Average Analyst Rating 2.3 - Buy
Average Daily Volume10 Day 4,214,920
Average Daily Volume3 Month 4,445,250
Average Volume 4,445,250
Average Volume10Days 4,214,920
Beta 1.631
Bid 0.0
Bid Size 700
Board Risk 4
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 27.93
Current Ratio 0.708
Custom Price Alert Confidence HIGH
Date Short Interest 1,790,726,400
Day High 28.76
Day Low 27.63
Debt To Equity 12.056
Display Name Invesco
Dividend Date 1,788,307,200
Dividend Yield 2.97
Earnings Call Timestamp End 1,793,131,200
Earnings Call Timestamp Start 1,793,131,200
Earnings Quarterly Growth 0.88
Earnings Timestamp 1,793,104,200
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 11.454
Enterprise To Revenue 2.397
Enterprise Value 16,548,489,216
Eps Current Year 2.80433
Eps Forward 3.25256
Eps Trailing Twelve Months -0.66
Esg Populated 0
Ex Dividend Date 1,786,665,600
Exchange NYQ
Exchange Data Delayed By 20
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fax 404 439 3323
Fifty Day Average 31.3494
Fifty Day Average Change -3.4193993
Fifty Day Average Change Percent -0.10907383
Fifty Two Week Change Percent 22.500002
Fifty Two Week High 33.66
Fifty Two Week High Change -5.7299995
Fifty Two Week High Change Percent -0.17023171
Fifty Two Week Low 20.67
Fifty Two Week Low Change 7.26
Fifty Two Week Low Change Percent 0.3512337
Fifty Two Week Range 20.67 - 33.66
Financial Currency USD
First Trade Date Milliseconds 809,357,400,000
Five Year Avg Dividend Yield 3.98
Float Shares 356,502,242
Forward Eps 3.25256
Forward P E 8.587083
Free Cashflow 1,140,787,456
Full Exchange Name NYSE
Full Time Employees 7,405
Fullday Change -0.34000015
Fullday Change Percent -1.1619964
Fullday Price 27.93
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,790,812,800
Gross Margins 0.2952
Gross Profits 2,037,600,000
Has Pre Post Market Data 1
Held Percent Insiders 0.006
Held Percent Institutions 0.98535
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 12,331,088,896
Market State PREPRE
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 13,571,703,237
Number Of Analyst Opinions 14
Open 28.54
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 27.93
Post Market Time 1,792,012,759
Previous Close 28.92
Price Eps Current Year 9.959598
Price Hint 2
Price To Book 1.2378674
Price To Sales Trailing12 Months 1.7864671
Profit Margins -0.00934
Quick Ratio 0.708
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key buy
Recommendation Mean 2.33333
Region US
Regular Market Change -0.99
Regular Market Change Percent -3.42324
Regular Market Day High 28.76
Regular Market Day Low 27.63
Regular Market Day Range 27.63 - 28.76
Regular Market Open 28.54
Regular Market Previous Close 28.92
Regular Market Price 27.93
Regular Market Time 1,792,008,003
Regular Market Volume 4,127,288
Return On Assets 0.02915
Return On Equity -0.0057300003
Revenue Growth 0.205
Revenue Per Share 15.288
Sand P52 Week Change 0.1570785
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 0.0365
Shares Short 16,111,028
Shares Short Previous Month Date 1,788,134,400
Shares Short Prior Month 12,375,805
Short Name Invesco Ltd
Short Percent Of Float 0.052600004
Short Ratio 3.71
Source Interval 15
State GA
Symbol IVZ
Target High Price 41.0
Target Low Price 30.0
Target Mean Price 34.64286
Target Median Price 34.5
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 0.029391425
Trailing Eps -0.66
Trailing Peg Ratio 0.9008
Triggerable 1
Two Hundred Day Average 27.93505
Two Hundred Day Average Change -0.005048752
Two Hundred Day Average Change Percent -0.0001807318
Type Disp Equity
Volume 4,127,288
Website https://www.invesco.com/corporate/en/home.html
Zip 30,309