Invesco Ltd. is a global independent investment management firm dedicated to delivering an investment experience that helps people get more out of life. With offices in more than 20 countries, our distinctive investment teams deliver a comprehensive range of active, passive and alternative investment capabilities. Invesco managed US $1.35 trillion in assets on behalf of clients worldwide as of December 31, 2020.
Company profile
Ticker
IVZ
Exchange
Website
CEO
Martin Flanagan
Employees
Incorporated
Location
Fiscal year end
Industry (SIC)
Former names
AMVESCAP /LONDON/, AMVESCAP PLC/LONDON/, Invesco Asset Management Deutschland GMBH, Invesco Ltd, INVESCO PLC /LONDON, INVESCO PLC/LONDON/
SEC CIK
Corporate docs
Subsidiaries
Invesco Advisers, Inc. • Invesco Capital Management LLC • Invesco Great Wall Fund Management Company Limited • Invesco Group • Invesco Holding Company • Invesco Holding Company Limited • Invesco UK Limited • Intelliflo Advisers Inc. • Invesco Asset Management (Bermuda) Ltd. • Invesco Asset Management (Japan) Limited ...
IRS number
980557567
IVZ stock data
Analyst ratings and price targets
Latest filings (excl ownership)
PRE 14A
Preliminary proxy
15 Mar 23
8-K
Regulation FD Disclosure
10 Mar 23
10-K
2022 FY
Annual report
22 Feb 23
8-K
Departure of Directors or Certain Officers
15 Feb 23
8-K
Regulation FD Disclosure
10 Feb 23
8-K
Departure of Directors or Certain Officers
8 Feb 23
8-K
Invesco Announces Fourth Quarter Diluted EPS of $0.41; Adjusted Diluted EPS(1) of $0.39 and Full Year 2022 Diluted EPS of $1.49; Adjusted Diluted EPS(1) of $1.68
24 Jan 23
8-K
Regulation FD Disclosure
12 Jan 23
8-K
Regulation FD Disclosure
13 Dec 22
8-K
Regulation FD Disclosure
10 Nov 22
Transcripts
IVZ
Earnings call transcript
2022 Q3
25 Oct 22
IVZ
Earnings call transcript
2022 Q2
27 Jul 22
IVZ
Earnings call transcript
2022 Q1
26 Apr 22
IVZ
Earnings call transcript
2021 Q4
25 Jan 22
IVZ
Earnings call transcript
2022 Q4
24 Jan 22
IVZ
Earnings call transcript
2021 Q3
26 Oct 21
IVZ
Earnings call transcript
2021 Q2
27 Jul 21
IVZ
Earnings call transcript
2021 Q1
27 Apr 21
IVZ
Earnings call transcript
2020 Q4
26 Jan 21
IVZ
Earnings call transcript
2020 Q3
27 Oct 20
Latest ownership filings
4
Elizabeth S. Johnson
17 Mar 23
SC 13G/A
Invesco Exchange-Traded Fund Trust II
10 Mar 23
SC 13G/A
Invesco Exchange-Traded Fund Trust II
10 Mar 23
SC 13G/A
BlackRock Inc.
8 Mar 23
4
Tony Wong
2 Mar 23
4
Terry Vacheron
2 Mar 23
4
Andrew Tak Shing Lo
2 Mar 23
4
Douglas J Sharp
2 Mar 23
4
Andrew Schlossberg
2 Mar 23
4
Jeffrey H Kupor
2 Mar 23
Financial summary
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| Diluted EPS |
| Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
|---|---|---|---|---|---|
| Revenue | |||||
| Cost of revenue | |||||
| Operating income | |||||
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Institutional ownership, Q4 2022
86.7% owned by funds/institutions
| 13F holders | Current |
|---|---|
| Total holders | 492 |
| Opened positions | 71 |
| Closed positions | 63 |
| Increased positions | 159 |
| Reduced positions | 175 |
| 13F shares | Current |
|---|---|
| Total value | 5.63 tn |
| Total shares | 394.05 mm |
| Total puts | 1.83 mm |
| Total calls | 1.29 mm |
| Total put/call ratio | 1.4 |
| Largest owners | Shares | Value |
|---|---|---|
| Massachusetts Mutual Life Insurance | 81.39 mm | $1.30 bn |
| Trian Fund Management | 55.76 mm | $1.00 tn |
| Vanguard | 52.65 mm | $947.18 bn |
| BLK Blackrock | 45.22 mm | $813.58 bn |
| STT State Street | 25.37 mm | $456.47 bn |
| Geode Capital Management | 9.20 mm | $166.49 bn |
| Dimensional Fund Advisors | 9.04 mm | $163.54 bn |
| MS Morgan Stanley | 5.77 mm | $103.73 bn |
| Massachusetts Financial Services | 5.65 mm | $101.71 bn |
| NTRS Northern Trust | 4.48 mm | $80.55 bn |
Recent insider trades
| Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
|---|---|---|---|---|---|---|---|---|---|---|
| 15 Mar 23 | Elizabeth S. Johnson | Common Shares | Grant | Acquire A | No | No | 0 | 3,155 | 0.00 | 3,155 |
| 1 Mar 23 | Martin L Flanagan | Common Shares | Sell | Dispose S | No | No | 17.43 | 232,413 | 4.05 mm | 452,584 |
| 28 Feb 23 | Stephanie Butcher | Common Shares | Payment of exercise | Dispose F | No | No | 17.66 | 14,010 | 247.42 k | 125,051 |
| 28 Feb 23 | Stephanie Butcher | Common Shares | Grant | Acquire A | No | No | 0 | 40,819 | 0.00 | 139,061 |
| 28 Feb 23 | Dukes Laura Allison | Common Shares | Payment of exercise | Dispose F | No | No | 17.66 | 9,196 | 162.40 k | 285,863 |
| 28 Feb 23 | Dukes Laura Allison | Common Shares | Grant | Acquire A | No | No | 0 | 43,389 | 0.00 | 295,059 |
| 28 Feb 23 | Martin L Flanagan | Common Shares | Payment of exercise | Dispose F | No | No | 17.66 | 150,796 | 2.66 mm | 684,997 |
| 28 Feb 23 | Martin L Flanagan | Common Shares | Grant | Acquire A | No | No | 0 | 186,089 | 0.00 | 835,793 |
| 28 Feb 23 | Martin L Flanagan | Common Shares | Grant | Acquire A | No | No | 0 | 161,879 | 0.00 | 649,704 |
| 28 Feb 23 | Mark F Giuliano | Common Shares | Payment of exercise | Dispose F | No | No | 17.66 | 18,593 | 328.35 k | 121,998 |
News
Credit Suisse Upgrades Invesco to Neutral, Raises Price Target to $15
29 Mar 23
Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend And Provides Update On Estimated Results Of Operations, Portfolio, Liquidity And Book Value; Estimated Earnings Available For Distribution Per Common Share $0.99-$1.01
27 Mar 23
UBS Acquisition of Credit Suisse: Bye Bye AT1 Investors, Anxiety Builds Among Banks' Subordinated Bondholders
20 Mar 23
The Latest Analyst Ratings for Invesco
13 Mar 23
Goldman Sachs Maintains Neutral on Invesco, Lowers Price Target to $19
13 Mar 23
Press releases
Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend and Provides Update on Estimated Results of Operations, Portfolio, Liquidity and Book Value
27 Mar 23
Invesco Ltd. Announces February 28, 2023 Assets Under Management
9 Mar 23
Invesco Closed-End Funds Declare Dividends
1 Mar 23
Invesco High Income Trust II, and Invesco Senior Income Trust Declare Dividends
1 Mar 23
Invesco Canada Launches a Suite of Dividend Aristocrats ETFs
23 Feb 23