great ideas transcend borders. with more than 740 dedicated investment professionals worldwide and on-the-ground presence in 20 countries, serving clients in more than 150 countries. invesco has the global capability to deliver our best ideas to investors around the world. our clients benefit from our: *commitment to investment excellence *depth of investment capabilities *organizational strength invesco, ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. by delivering the combined power of our distinctive investment management capabilities, invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. operating in more than 20 countries, the firm is listed on the new york stock exchange under the symbol ivz. additional information is available at www.invesco.com.
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
Accretive Asset Management, LLC • Atlantic Wealth Holdings Limited • Atlantic Wealth Management Limited • Beijing HIW XinHe Investment Co., Ltd. • C M Investment Nominees Limited • Coff Associates (Cayman) Limited • Elliot Associates Limited • Greenspruce GP Limited • Harbourview Asset Management Corp • HIW Private Equity Investment Management Limited ...
IRS number
980557567
IVZ stock data
Latest filings (excl ownership)
8-K
Regulation FD Disclosure
9 Apr 24
ARS
2023 FY
Annual report to shareholders
28 Mar 24
DEFA14A
Additional proxy soliciting materials
28 Mar 24
DEF 14A
Definitive proxy
28 Mar 24
8-K
Regulation FD Disclosure
12 Mar 24
10-K
2023 FY
Annual report
21 Feb 24
8-K
Regulation FD Disclosure
13 Feb 24
25-NSE
Exchange delisting
30 Jan 24
8-K
Invesco Announces Fourth Quarter Diluted EPS of $(1.64); Adjusted Diluted EPS(1) of $0.47
23 Jan 24
8-K
Regulation FD Disclosure
11 Jan 24
Transcripts
IVZ
Earnings call transcript
2023 Q4
23 Jan 24
IVZ
Earnings call transcript
2023 Q3
24 Oct 23
IVZ
Earnings call transcript
2023 Q2
25 Jul 23
IVZ
Earnings call transcript
2023 Q1
25 Apr 23
IVZ
Earnings call transcript
2022 Q4
24 Jan 23
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
Latest ownership filings
SC 13G/A
Invesco Exchange-Traded Fund Trust II
10 Apr 24
SC 13G/A
Invesco Exchange-Traded Fund Trust II
10 Apr 24
SC 13G/A
Invesco Exchange-Traded Fund Trust II
10 Apr 24
SC 13G/A
Invesco Exchange-Traded Fund Trust II
10 Apr 24
4
Alan Leonard Smith
18 Mar 24
3
Alan Leonard Smith
18 Mar 24
4
Stephanie Butcher
1 Mar 24
4
Andrew Schlossberg
1 Mar 24
4
Douglas J Sharp
1 Mar 24
4
LAURA ALLISON DUKES
1 Mar 24
Financial summary
Quarter (USD) | Sep 23 | Jun 23 | Mar 23 | Dec 22 | |
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Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 22 | Dec 21 | Dec 20 | Dec 19 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
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Change in cash | |||||
Diluted EPS |
Institutional ownership, Q3 2023
83.9% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 477 |
Opened positions | 60 |
Closed positions | 47 |
Increased positions | 154 |
Reduced positions | 174 |
13F shares | Current |
---|---|
Total value | 4.28 tn |
Total shares | 376.94 mm |
Total puts | 2.14 mm |
Total calls | 878.80 k |
Total put/call ratio | 2.4 |
Largest owners | Shares | Value |
---|---|---|
Massachusetts Mutual Life Insurance | 81.39 mm | $1.30 bn |
Vanguard | 51.34 mm | $745.44 bn |
BLK Blackrock | 46.19 mm | $670.73 bn |
Trian Fund Management | 33.94 mm | $492.81 bn |
STT State Street | 23.72 mm | $344.39 bn |
Dimensional Fund Advisors | 11.21 mm | $162.71 bn |
Geode Capital Management | 9.63 mm | $139.52 bn |
Massachusetts Financial Services | 7.00 mm | $101.68 bn |
NTRS Northern Trust | 5.94 mm | $86.31 bn |
Amundi | 5.76 mm | $81.13 bn |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
15 Mar 24 | Alan Leonard Smith | RSU Common Shares | Grant | Acquire A | No | No | 0 | 25,923 | 0.00 | 25,923 |
28 Feb 24 | Andrew Schlossberg | Common Shares | Payment of exercise | Dispose F | No | No | 15.29 | 38,715 | 591.95 k | 806,737 |
28 Feb 24 | Andrew Schlossberg | Common Shares | Grant | Acquire A | No | No | 0 | 43,396 | 0.00 | 845,452 |
28 Feb 24 | Andrew Schlossberg | RSU Common Shares | Grant | Acquire A | No | No | 0 | 170,994 | 0.00 | 170,994 |
28 Feb 24 | Douglas J Sharp | Common Shares | Payment of exercise | Dispose F | No | No | 15.29 | 10,834 | 165.65 k | 83,746 |
28 Feb 24 | Douglas J Sharp | Common Shares | Grant | Acquire A | No | No | 0 | 23,049 | 0.00 | 94,580 |
28 Feb 24 | Douglas J Sharp | RSU Common Shares | Grant | Acquire A | No | No | 0 | 89,617 | 0.00 | 89,617 |
28 Feb 24 | Dukes Laura Allison | Common Shares | Payment of exercise | Dispose F | No | No | 15.29 | 28,262 | 432.13 k | 380,904 |
28 Feb 24 | Dukes Laura Allison | Common Shares | Grant | Acquire A | No | No | 0 | 31,792 | 0.00 | 409,166 |
28 Feb 24 | Dukes Laura Allison | RSU Common Shares | Grant | Acquire A | No | No | 0 | 70,634 | 0.00 | 70,634 |
News
Goldman Sachs Maintains Neutral on Invesco, Lowers Price Target to $17.75
11 Apr 24
Billionaire Steve Cohen Predicts AI Will Lead To 4-Day Work Week
4 Apr 24
Analyst Ratings For Invesco
2 Apr 24
Goldman Sachs Maintains Neutral on Invesco, Raises Price Target to $18
2 Apr 24
Invesco Stock: A Deep Dive Into Analyst Perspectives (13 Ratings)
8 Mar 24
Press releases
Invesco Ltd. Announces March 31, 2024 Assets Under Management
9 Apr 24
Small-cap and Mid-cap Factors Offer Unique Advantages
4 Apr 24
Small-cap and Mid-cap Factors Offer Unique Advantages
4 Apr 24
Invesco Advisers, Inc. Announces Changes to Portfolio Management Teams for Certain Invesco Closed-End Funds
1 Apr 24
Invesco Closed-End Funds Declare Dividends
1 Apr 24