Invesco Stock (NYSE:IVZ)
Previous Close
$27.46
52W Range
$14.45 - $29.61
50D Avg
$26.26
200D Avg
$25.14
Market Cap
$12.54B
Avg Vol (3M)
$5.43M
Beta
1.59
Div Yield
$0.84 (2.99%)
IVZ Company Profile
Invesco Ltd. operates as a publicly traded asset management firm. It serves a broad spectrum of clients, ranging from individual retail investors and high-net-worth individuals to diverse institutional entities such as public sector organizations, corporations, labor unions, non-profits, endowments, foundations, pension plans, financial institutions, and sovereign wealth funds. The firm's diverse product suite encompasses individually managed equity and fixed income portfolios tailored to specific client needs. Additionally, Invesco sponsors a variety of pooled investment vehicles, including mutual funds and exchange-traded funds (ETFs) across equity, fixed income, commodity, multi-asset, and balanced strategies. The firm also manages private funds. Globally, Invesco allocates capital across public equity and fixed income markets. It also delves into alternative asset classes, such as commodities and foreign currencies. Within equities, their focus spans growth and value stocks across all market capitalizations – large, mid, and small. The firm's fixed income portfolio is exceptionally broad, featuring investments in convertibles, government, municipal, and treasury bonds, along with cash. This extensive range also covers various maturities (short-term, intermediate-term), credit qualities (investment-grade, high-yield), and tax statuses (taxable, tax-free instruments), alongside senior secured loans and structured products like asset-backed, mortgage-backed, and commercial mortgage-backed securities. Invesco employs sophisticated strategies such as absolute return, global macro, and long/short approaches. Quantitative analysis is a cornerstone of its investment decision-making process. Founded in December 1935, the company maintains its primary operational hub in Atlanta, Georgia, complemented by an office in Hamilton, Bermuda. Historically, Invesco Ltd. operated under various names, including Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd.
IVZ Performance
Revenue Breakdown
Revenue Breakdown by Product/Service
| Product/Service | Dec 25 | Dec 24 | Dec 23 |
|---|---|---|---|
| Investment Performance | $41.50M | $46.40M | $46.70M |
| Distribution and Shareholder Service | $1.52B | $1.48B | $1.37B |
| Financial Service, Other | $202.20M | $198.60M | $189.10M |
| Investment Advice | $4.62B | $4.34B | $4.11B |
Fiscal year ends in Dec 25 | Currency in USD