Invesco Performance Comparison

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Stock Range

Today's Range

Low: $16.73 High: $17.42
on July 15, 2025

52 Week Range

Low: $11.60 High: $19.55
on April 9, 2025
on January 30, 2025

All-Time High: $51.10 on October 30, 2000

Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights

Key Statistics

Market Cap i $7.8B
EPS i N/A
P/E Ratio (TTM) i 13.87
Forward P/E i 9.17
P/B Ratio i 0.73
PEG Ratio i 9.17
Div. Yield i 4.07%
ROE i 5.09%
Beta i N/A
Debt to Equity i 6.11

Financial Highlights

Profitability

Gross Margin i 36.33%
Operating Margin i N/A
Profit Margin i N/A

Returns and Earnings

Return on Assets (TTM) i N/A
Return on Equity (TTM) i 5.09%
EBITDA i N/A
Net Income (TTM) i N/A

Growth

Revenue (TTM) i
Revenue Per Share (TTM) i
Quarterly Revenue Growth i
Quarterly Earnings Growth i

Dividend Information

Last 12-Month Dividend i $0.60
Current Dividend Yield i 4.07%
3-Year Average Dividend Yield i 1.19%
3-Year Average Annual Dividend i $0.72
3-Year Total Dividends i $2.17
Ex-Dividend Date i February 14, 2025

Peer Performance Comparison

Performance comparison table showing returns for peer companies over various time periods
CompanyMarket Cap1W1M3M6MYTD1Y3Y5Y
Invesco IVZ 7.76B Mid-cap0.30%12.88%27.98%-1.82%-5.16%6.97%1.34%66.09%
BlackRock BLK 172.19B Large-cap-2.68%6.52%17.75%3.26%2.83%33.80%75.41%94.78%
Brookfield BN 90.82B Large-cap0.84%8.20%28.35%11.30%10.04%38.67%64.61%135.86%
Hamilton Lane HLNE 7.91B Mid-cap-0.97%5.96%3.09%0.77%-2.30%7.45%109.26%110.31%
Blue Owl Capital OBDC 7.49B Mid-cap2.57%2.07%7.88%-0.87%-3.14%-3.20%17.18%24.89%
StepStone STEP 7.35B Mid-cap1.15%9.53%23.09%-2.31%0.27%23.55%143.68%139.88%

Ownership & Short Interest

Insider Ownership i 0.70%
Institutional Ownership i 94.48%
Shares Short i 12M
Short Ratio i 2.51
Short % of Shares Outstanding i 4.78%
Average 10-Day Volume i 5M
Average 90-Day Volume i 5M

Invesco Recurring Investment / Dollar-Cost Averaging Calculator

Calculate how a regular investment in Invesco would have performed over time.

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Frequently Asked Questions

What is IVZ's 52-week high and low?

In the last 52 weeks, Invesco reached a high of $19.55 (on January 30, 2025) and a low of $11.60 (on April 9, 2025).

What is the market cap and P/E ratio for IVZ?

Curious about Invesco's size and valuation? Its market capitalization stands at 7.76B. When it comes to valuation, the P/E ratio (trailing twelve months) is 13.87, and the forward P/E (looking ahead) is 9.17.

Does IVZ pay dividends? If so, what's the yield?

Yes, Invesco is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 4.07%, and the company has paid an average of $0.72 per share annually over the past 3 years.

Who are Invesco's main competitors or similar companies to consider before investing?

When looking at Invesco, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:

CompanyMkt CapSectorIndustry1Y Return3Y Return
BlackRock
BLK
172.19BFinancial ServicesAsset Management33.80%75.41%
Brookfield
BN
90.82BFinancial ServicesAsset Management38.67%64.61%
Hamilton Lane
HLNE
7.91BFinancial ServicesAsset Management7.45%109.26%
Blue Owl Capital
OBDC
7.49BFinancial ServicesAsset Management-3.20%17.18%
StepStone
STEP
7.35BFinancial ServicesAsset Management23.55%143.68%

For a more comprehensive list, please see the Peer Performance Comparison table on this page.

What are the key financial health indicators for Invesco Ltd.? (e.g., ROE, Debt/Equity)

To get a sense of Invesco's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 5.09%, the Debt to Equity ratio from the most recent quarter is 6.11, and its Gross Profit Margin stands at 36.33%.

What is the recent revenue and earnings growth for IVZ?

Looking at Invesco's growth, its revenue over the trailing twelve months (TTM) was $6B. Compared to the same quarter last year (YoY), quarterly revenue grew by 3.70%, and quarterly earnings saw a YoY growth of 14.70%.

How much of IVZ stock is held by insiders and institutions?

Wondering who owns Invesco stock? Company insiders (like executives and directors) hold about 0.70% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 94.48%.

For more common questions about our data, please visit our About Data page.

Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.