Invesco Ltd. (IVZ) stock
Close on Nov 13, 2026Market cap $12.77BP/E –Yield 2.89%
Invesco Ltd. grew revenue 12.2% to $6.90B over the twelve months to Jun 30, 2026. Operating income fell 154.2% to -$489.80M, moving the operating margin from 14.7% to -7.1%. Free cash flow was $1.92B, up 66.1% from a year earlier. At the latest close the market valued the company at $12.77B.
Key statistics
Valuation at the latest close; fundamentals over the trailing twelve months, balances at Jun 30, 2026
Valuation
- Market cap
- $12.77B
- P/E ratio
- –
- Price to sales
- 1.85
- Price to book
- 1.02
- Dividend yield
- 2.89%
- Free cash flow yield
- 15.04%
Fundamentals
- Revenue
- $6.90B
- EPS, diluted
- -$0.68
- Free cash flow
- $1.92B
- Book value per share
- $27.45
- Diluted shares
- 454M
Trading
- Next earnings
- Jan 26, 2027 (estimated, before the open)
- Previous close
- $28.47
- Open
- $28.47
- Day's range
- $27.96 – $28.96
- Volume
- 6,191,559
- Average volume (20 days)
- 5,892,827
- Index membership
- S&P 500 (since Mar 2020), Russell 1000 (since Sep 2022)
- Beta (5 years)
- 1.37
- 52-week range
- $21.82 – $33.66
- RSI (14 days)
- 50.7
- Volatility (1 year)
- 35.7%
- Relative volume
- 1.30×
- WACC
- 12.0%
Index membership is inferred from the holdings of funds that track each index (VOO, IWB), as reported to the SEC for Jun 30, 2026. Join dates come from quarterly fund reports since 2019, so they are accurate to the quarter.
Market cap history
Month-end market cap since 2009, using shares outstanding reported at the time
Total return vs. the S&P 500
Price change plus reinvested dividends, to the close on Nov 13, 2026. The S&P 500 is measured by the SPY fund.
| Period | IVZ | S&P 500 | Difference | IVZ per year | S&P 500 per year |
|---|---|---|---|---|---|
| 1 month | 0.0% | -3.0% | +3.0 pts | ||
| 3 months | -10.0% | -2.8% | −7.3 pts | ||
| Year to date | +12.6% | +11.5% | +1.1 pts | ||
| 1 year | +24.4% | +13.5% | +11.0 pts | ||
| 3 years | +150.6% | +77.7% | +72.9 pts | +35.8% | +21.1% |
| 5 years | +35.7% | +72.6% | −36.9 pts | +6.3% | +11.5% |
| 10 years | +43.9% | +308.2% | −264.3 pts | +3.7% | +15.1% |
Fifteen years at a glance
Fiscal years 2011 to 2025 and trailing twelve months, USD
Revenue
Operating income
Net income
EPS, diluted
Free cash flow
Press releases
Releases Invesco filed with the SEC as exhibits to Form 8-K or 6-K
- Update
- Results
- Update
- Update
- Update
- Update
About Invesco
Investment Advice
Invesco Ltd. is an independent global investment management firm providing active, passive, and alternative investment capabilities. Its core offerings span equities, fixed income, balanced portfolios, alternative strategies, money market products, and exchange-traded funds, including products tracking major indexes such as the Invesco QQQ Trust. The firm delivers these solutions through retail and institutional distribution channels. Retail offerings reach individual investors via third-party intermediaries, including wirehouses, broker-dealers, banks, financial planners, and digital platforms. The institutional channel serves public and private corporations, pension funds, endowments, foundations, insurance companies, and sovereign wealth funds.
Company profile, executives and historyInvesco stock: common questions
What is Invesco's stock price?
IVZ closed at $28.92 on Nov 13, 2026, up 1.58% on the day. Over the past 52 weeks it traded between $21.82 and $33.66.
What is Invesco's market cap?
Invesco was worth $12.77B at the close on Nov 13, 2026: the share price times the diluted shares outstanding.
What is IVZ's P/E ratio?
Invesco lost money over the twelve months to Jun 30, 2026 (diluted EPS -$0.68), so it has no meaningful P/E ratio.
How much revenue does Invesco make?
Invesco reported revenue of $6.90B for the twelve months to Jun 30, 2026, up 12.2% from a year earlier.
Does Invesco pay a dividend?
Yes. Invesco paid $0.83 per share over the last twelve months, a yield of 2.89% at the latest price, and has raised its annual dividend 4 years in a row.
When does Invesco report earnings next?
Invesco is expected to report Q4 FY2026 results on Jan 26, 2027, before the open. The date is estimated from its past reporting pattern until the company confirms it.
How has IVZ stock performed over the past year?
Including dividends, IVZ returned +24.4% over the past year, against +13.5% for the S&P 500.
How many IVZ shares are sold short?
16M shares were sold short at the latest FINRA report, 3.81% of the float, or 2.8 days of average trading volume.
Who are Invesco's competitors?
Companies most similar to Invesco by business, industry and size include BEN, TROW, BAM, ARES, TPG.
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