IVZ
Live chart
What they do
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. It manages separate client-focused equity and fixed income portfolios.
For information only · Important disclosures
Grades vs sector
Momentum81st percentile in sectorA-
Percentile within its GICS sector across the S&P 1500.
Growth74th percentile in sectorB+
Percentile within its GICS sector across the S&P 1500.
Value59th percentile in sectorB-
Percentile within its GICS sector across the S&P 1500.
Profitability3rd percentile in sectorF
Percentile within its GICS sector across the S&P 1500.
RevisionsNot enough data yet–
30-day change in analysts' current-year EPS estimate; graded across covered stocks.
Systematic Models
Not held by any of our 5 live models right now.
News
More newsKey stats
Valuation and fundamentals
Valuation & fundamentals
Discounted cash flow
A DCF starts from trailing free cash flow, so it can overstate value if the last 12 months were unusually strong (or weak). Use the bear case or edit the starting cash flow if so.
Edit assumptions · recalculates instantly
Free cash flow = operating cash flow − capital spending, trailing 12 months (TTM to 2026-06-30). Growth default: average of 3-year revenue CAGR and latest revenue growth, capped at 30%. Years 6–10 fade linearly to terminal growth. Discount rate = 4.25% risk-free assumption + beta 1.63 × 5% equity premium, kept within 7–13%. Bear: lower growth, +1 pt discount, 2% terminal. Bull: higher growth, −1 pt, 3%.
Multiples vs Financials
cheaper
cheaper
cheaper
cheaper
Forward EPS $3.26 vs trailing $-0.68. Forward P/E uses analysts' next-12-month estimate.
Quality & financial health
Piotroski F-score 7/9 · last two fiscal years
Analysts
Annual history
| FY | Revenue | Net income | Free cash flow |
|---|---|---|---|
| 2025 | $6.4B | – | $1.4B |
| 2024 | $6.1B | $538.0M | $1.1B |
| 2023 | $5.7B | $-333.7M | $1.1B |
| 2022 | $6.0B | $683.9M | $510.3M |
| 2021 | $6.9B | $1.4B | $969.3M |
| 2020 | $6.1B | $524.8M | $1.1B |
From the company's 10-K filings via SEC XBRL. 3-year revenue CAGR +1.8%.
Earnings
| Report | EPS est | Actual | Surprise |
|---|---|---|---|
| 2026-07-28 | 0.66 | 0.71 | +7.2% |
| 2026-04-28 | 0.58 | 0.57 | -1.2% |
| 2026-01-27 | 0.58 | 0.62 | +7.1% |
| 2025-10-28 | 0.44 | 0.61 | +37.7% |
| 2025-07-22 | 0.40 | 0.36 | -10.7% |
| 2025-04-22 | 0.39 | 0.44 | +13.9% |
| 2025-01-28 | 0.47 | 0.52 | +9.6% |
| 2024-10-22 | 0.43 | 0.44 | +1.8% |
Quarterly revenue
| Quarter | Revenue | YoY |
|---|---|---|
| 2026-06-30 | $1.8B | +20.5% |
| 2026-03-31 | $1.7B | – |
| 2025-12-31 | $1.7B | – |
| 2025-09-30 | $1.6B | – |
| 2025-06-30 | $1.5B | – |
Rating changes
Third-party analyst actions, not Coteau's views. All rating changes
Recent dividends
Insider trades
$97.3K
$1.5M
$3.2M
$1.4M
$1.0M
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Stats refreshed 2026-10-21 18:02:46 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now
Independent research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app
Beta 0.9 · Oct 21, 2026