Invesco Plc Ownership

IVZ Stock  USD 18.15  0.41  2.31%   
Invesco Plc has a total of 449.44 Million outstanding shares. The majority of Invesco Plc outstanding shares are owned by outside corporations. These institutional investors are usually referred to as non-private investors looking to purchase positions in Invesco Plc to benefit from reduced commissions. Consequently, third-party entities are subject to a different set of regulations than regular investors in Invesco Plc. Please pay attention to any change in the institutional holdings of Invesco Plc as this could imply that something significant has changed or is about to change at the company. Please note that on November 14, 2024, Senator Gary Peters of US Senate acquired under $15k worth of Invesco Plc's common stock.
 
Shares in Circulation  
First Issued
2009-03-31
Previous Quarter
456 M
Current Value
456 M
Avarage Shares Outstanding
440.4 M
Quarterly Volatility
23.7 M
 
Credit Downgrade
 
Yuan Drop
 
Covid
Some institutional investors establish a significant position in stocks such as Invesco Plc in order to find ways to drive up its value. Retail investors, on the other hand, need to know that institutional holders can own millions of shares of Invesco Plc, and when they decide to sell, the stock will often sell-off, which may instantly impact shareholders' value. So, traders who get in early or near the beginning of the institutional investor's buying cycle could potentially generate profits.
At this time, Invesco Plc's Dividend Yield is fairly stable compared to the past year. Dividend Paid And Capex Coverage Ratio is likely to rise to 2.05 in 2024, whereas Dividends Paid is likely to drop slightly above 327.4 M in 2024. Common Stock Shares Outstanding is likely to drop to about 444 M in 2024. Net Income Applicable To Common Shares is likely to drop to about 715.7 M in 2024.
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
  
Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Invesco Plc. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in real.
For more information on how to buy Invesco Stock please use our How to Invest in Invesco Plc guide.

Invesco Stock Ownership Analysis

About 90.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 0.74. Some equities with similar Price to Book (P/B) outperform the market in the long run. Invesco Plc has Price/Earnings To Growth (PEG) ratio of 1.62. The entity recorded a loss per share of 0.91. The firm last dividend was issued on the 14th of November 2024. Invesco Plc had 25:10 split on the 8th of November 2000. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda. Invesco Plc operates under Asset Management classification in the United States and is traded on New York Stock Exchange. It employs 8621 people. To learn more about Invesco Plc call Martin Flanagan at 404 892 0896 or check out https://www.invesco.com.
Besides selling stocks to institutional investors, Invesco Plc also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Invesco Plc's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Invesco Plc's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Invesco Plc Quarterly Liabilities And Stockholders Equity

27.5 Billion

Invesco Plc Insider Trades History

Only 1.65% of Invesco Plc are currently held by insiders. Unlike Invesco Plc's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Invesco Plc's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Invesco Plc's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Invesco Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Invesco Plc is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Invesco Plc backward and forwards among themselves. Invesco Plc's institutional investor refers to the entity that pools money to purchase Invesco Plc's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Charles Schwab Investment Management Inc2024-09-30
4.3 M
Two Sigma Advisers, Llc2024-06-30
3.4 M
Point72 Asset Management, L.p.2024-09-30
3.2 M
Goldman Sachs Group Inc2024-06-30
3.2 M
Voloridge Investment Management, Llc2024-09-30
3.1 M
Amundi2024-06-30
2.7 M
Two Sigma Investments Llc2024-09-30
2.7 M
Bank Of New York Mellon Corp2024-06-30
2.5 M
Aqr Capital Management Llc2024-06-30
2.4 M
Blackrock Inc2024-06-30
54.2 M
Vanguard Group Inc2024-09-30
51.1 M
Note, although Invesco Plc's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Invesco Plc Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Invesco Plc insiders, such as employees or executives, is commonly permitted as long as it does not rely on Invesco Plc's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Invesco Plc insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Invesco Plc's latest congressional trading

Congressional trading in companies like Invesco Plc, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Invesco Plc by those in governmental positions are based on the same information available to the general public.
2024-11-14Senator Gary PetersAcquired Under $15KVerify
2024-11-13Senator Gary PetersAcquired Under $15KVerify
2020-02-07Representative K Michael ConawayAcquired Under $15KVerify
2016-06-22Senator Gary PetersAcquired Under $15KVerify
2016-06-21Senator Gary PetersAcquired Under $15KVerify

Invesco Plc Outstanding Bonds

Invesco Plc issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Invesco Plc uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Invesco bonds can be classified according to their maturity, which is the date when Invesco Plc has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Invesco Plc Corporate Filings

8K
12th of November 2024
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
13A
8th of November 2024
The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934
ViewVerify
13A
7th of November 2024
An amended filing to the original Schedule 13G
ViewVerify
F4
5th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify

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Additional Tools for Invesco Stock Analysis

When running Invesco Plc's price analysis, check to measure Invesco Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Plc is operating at the current time. Most of Invesco Plc's value examination focuses on studying past and present price action to predict the probability of Invesco Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Plc's price. Additionally, you may evaluate how the addition of Invesco Plc to your portfolios can decrease your overall portfolio volatility.