Invesco Stock (NYSE:IVZ)


ForecastRevenueOwnershipFinancialsChartTranscripts

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.

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Industry

Asset Management

Sector

Financial Services

Exchange

NYSE

ADR

-

Country

US

Employees

8,495

IPO Date

Aug 25, 1995

Website

IVZ Performance


Revenue Breakdown


Revenue Breakdown by Product/Service

Product/ServiceDec 25Dec 24Dec 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

IVZ Financial Summary


Dec 25Dec 24Dec 23
Revenue$6.38B$6.07B$5.72B
Operating Income$-695.70M$832.10M$-434.80M
Net Income$-281.70M$774.80M$-96.90M
EBITDA$1.38B$1.24B$1.13B
Basic EPS$-1.61$1.18$-0.73
Diluted EPS$-1.60$1.18$-0.73

Fiscal year ends in Dec 25 | Currency in USD

Latest Earnings Call Transcripts


Q1 26Apr 28, 26 | 12:00 AM
Q4 25Jan 27, 26 | 12:00 AM
Q3 25Oct 28, 25 | 9:00 AM

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