Highlights
- EPS (TTM)
- $2.31
- PE Ratio
- 10.53
- PEG Ratio
- 0.52
- Total Revenue (TTM)
- $6.28B
- Gross Profit (TTM)
- $2.22B
- EBITDA (TTM)
- $1.52B
- Year Range
- $11.60 - $29.61
- Target Price
- $29.34
- ROA (TTM)
- 3.87%
- ROE (TTM)
- 8.57%
Share Price Chart
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco Ltd., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
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Returns By Period
Invesco Ltd. (IVZ) has returned -6.79% so far this year and 66.68% over the past 12 months. Over the last ten years, IVZ has returned 2.17% per year, falling short of the S&P 500 Index benchmark, which averaged 12.16% annually.
Invesco Ltd.
- 1D
- 4.29%
- 1M
- -7.50%
- YTD
- -6.79%
- 6M
- 7.68%
- 1Y
- 66.68%
- 3Y*
- 20.18%
- 5Y*
- 3.43%
- 10Y*
- 2.17%
Benchmark (S&P 500 Index)
- 1D
- 2.91%
- 1M
- -5.09%
- YTD
- -4.63%
- 6M
- -2.39%
- 1Y
- 16.33%
- 3Y*
- 16.69%
- 5Y*
- 10.18%
- 10Y*
- 12.16%
Monthly Returns
Based on dividend-adjusted daily data since Aug 25, 1995, IVZ's average daily return is +0.07%, while the average monthly return is +1.23%. At this rate, your investment would double in approximately 4.7 years.
Historically, 54% of months were positive and 46% were negative. The best month was Dec 2000 with a return of +36.5%, while the worst month was Mar 2020 at -36.9%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 7 months.
On a daily basis, IVZ closed higher 50% of trading days. The best single day was Oct 28, 2008 with a return of +28.1%, while the worst single day was Apr 23, 2020 at -21.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 3.88% | -3.00% | -7.50% | -6.79% | |||||||||
| 2025 | 10.01% | -8.55% | -12.77% | -8.17% | 5.22% | 9.06% | 33.23% | 5.22% | 4.80% | 3.31% | 4.08% | 7.44% | 56.94% |
| 2024 | -11.27% | -1.38% | 7.66% | -14.59% | 12.35% | -4.77% | 15.37% | 0.23% | 2.75% | -1.25% | 5.55% | -3.37% | 3.02% |
| 2023 | 2.89% | -3.64% | -7.13% | 4.45% | -15.03% | 16.90% | -0.06% | -4.09% | -8.79% | -10.67% | 11.71% | 27.27% | 6.05% |
| 2022 | -1.56% | -5.56% | 8.57% | -20.29% | 6.30% | -16.60% | 9.98% | -6.20% | -16.82% | 11.82% | 26.17% | -5.86% | -18.71% |
| 2021 | 18.13% | 9.64% | 12.49% | 7.06% | 6.30% | -6.31% | -8.79% | 4.55% | -4.78% | 5.39% | -11.54% | 3.09% | 35.56% |
Benchmark Metrics
Invesco Ltd. has an annualized alpha of 1.50%, beta of 1.53, and R² of 0.45 versus S&P 500 Index. Calculated based on daily prices since August 28, 1995.
- This stock captured 188.56% of S&P 500 Index gains and 163.06% of its losses — amplifying both gains and losses, but participating more in upside than downside.
- R² of 0.45 means the benchmark explains less than half of this stock's behavior — treat beta with caution or consider switching to a more representative benchmark.
- Alpha
- 1.50%
- Beta
- 1.53
- R²
- 0.45
- Upside Capture
- 188.56%
- Downside Capture
- 163.06%
Return for Risk
Risk / Return Rank
IVZ ranks 84 for risk / return — in the top 84% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Invesco Ltd. (IVZ) and compare them to a chosen benchmark (S&P 500 Index).
| IVZ | Benchmark | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.66 | 0.90 | +0.76 |
Sortino ratioReturn per unit of downside risk | 2.28 | 1.39 | +0.89 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.21 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 2.94 | 1.40 | +1.54 |
Martin ratioReturn relative to average drawdown | 8.21 | 6.61 | +1.61 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Explore IVZ risk-adjusted metrics in detail
Dive deeper into individual metrics with historical trends, benchmark comparisons, and performance across different time periods.
Dividends
Dividend History
Invesco Ltd. provided a 3.46% dividend yield over the last twelve months, with an annual payout of $0.84 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.84 | $0.84 | $0.82 | $1.10 | $0.73 | $0.67 | $0.78 | $1.23 | $1.19 | $1.15 | $1.11 | $1.06 |
Dividend yield | 3.46% | 3.18% | 4.66% | 6.15% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco Ltd.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.21 | $0.00 | $0.21 | |||||||||
| 2025 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.84 |
| 2024 | $0.00 | $0.20 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.00 | $0.21 | $0.00 | $0.82 |
| 2023 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.31 | $1.10 |
| 2022 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.73 |
| 2021 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.67 |
Dividend Yield & Payout
Dividend Yield
Invesco Ltd. has a dividend yield of 3.46%, which is quite average when compared to the overall market.
Payout Ratio
Invesco Ltd. has a payout ratio of 42.27%, which is quite average when compared to the overall market. This suggests that Invesco Ltd. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Ltd.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco Ltd. was 83.91%, occurring on Mar 12, 2003. Recovery took 2784 trading sessions.
The current Invesco Ltd. drawdown is 16.83%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -83.91% | Nov 6, 2000 | 586 | Mar 12, 2003 | 2784 | Apr 2, 2014 | 3370 |
| -79.72% | Jan 29, 2018 | 579 | May 15, 2020 | 1397 | Dec 5, 2025 | 1976 |
| -65.12% | Apr 23, 1998 | 116 | Oct 6, 1998 | 356 | Mar 6, 2000 | 472 |
| -42.3% | Mar 23, 2015 | 320 | Jun 27, 2016 | 392 | Jan 17, 2018 | 712 |
| -22.75% | Feb 15, 1996 | 111 | Jul 24, 1996 | 78 | Nov 12, 1996 | 189 |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Invesco Ltd. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Invesco Ltd. is priced in the market compared to other companies in the Asset Management industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for IVZ, comparing it with other companies in the Asset Management industry. Currently, IVZ has a P/E ratio of 10.5. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for IVZ compared to other companies in the Asset Management industry. IVZ currently has a PEG ratio of 0.5. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for IVZ relative to other companies in the Asset Management industry. Currently, IVZ has a P/S ratio of 1.8. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
Income Statement
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Income | — |
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EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
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Interest Income | — |
Interest Expense | — |
Net Interest Income | — |