Invesco Plc Stock Today
| IVZ Stock | USD 27.59 0.76 2.83% |
Performance 0High 2 · Soft | Odds Of Distress HighLow 34 · Moderate |
Price action for Invesco Plc shows a level of $27.59, indicating a 2.83% increase in today's market action. Invesco Plc holds modeled distress odds of 34%, positioning it within an elevated probability classification. Over the prior 90 trading days, Invesco Plc has produced modest risk-adjusted performance, in line with its soft performance profile. Congressional filings show U.S. Representative Kevin Hern bought $15,000 to $50,000 of Invesco Plc stock on April 6, 2026.
IPO Date 24th of August 1995 | Asset Type Stock | Category Financial Services | Classification Financials |
| 0.72 | AB | AllianceBernstein Holding LP | PairCorr |
| 0.84 | BN | Brookfield Corp | PairCorr |
| 0.74 | CG | Carlyle Group | PairCorr |
Follow Valuation Options Odds of Bankruptcy
Invesco Plc (IVZ) is listed on New York Stock Exchange in USA. Invesco Plc operates within the Asset Management & Custody Banks segment. From a size perspective, Invesco Plc shows market capitalization of $12.23 billion and fits the large-cap portion of asset management & custody banks. To frame that market cap reading, note enterprise value near $22.14 billion, about 443.3 million shares outstanding, and a workforce of about 7,421 people. Invesco Plc has 20.39 million shares sold short (3.79 days to cover). The gap between operating margin (19.1%) and net margin (-3.69%) suggests significant non-operating costs such as interest or taxes. Invesco Plc is a balance-sheet-driven financial intermediary where revenue is driven by net interest margin, loan growth, and credit quality. Total debt stands at approximately $10.12 billion with debt to equity (D/E) ratio of 0.09. Invesco Plc financial risk analysis Ownership Allocation The majority of Invesco Plc's outstanding shares are owned by institutions. High institutional ownership often reflects the stock's eligibility for passive index funds, which are required to hold positions proportional to index weights regardless of their own investment view. Active managers holding Invesco Plc must also disclose positions above certain thresholds through SEC filings.
Check Invesco Plc Ownership Details Check how we calculate scores
Invesco Plc News-to-Price Pattern
As of 2026-05-08, prevailing market sentiment toward Invesco Plc appears strongly positive, based on limited recent coverage and sentiment signals. Public news and social signals offer a data-driven basis for gauging collective investor bias toward the company.
Open Interest Against 2026-07-17 Invesco Plc Option Contracts
This chain summary highlights Invesco Plc listed contracts for July 17, 2026. At this expiration, the listing mix is 21 calls and 22 puts (43 total). Primary chain signals include implied volatility near 0.38, put/call open-interest ratio around 0.04, and max pain near strike 27.0. Strike-level open interest is available in the full chain. View Options.Options open interest for Invesco Plc provides a view of active contract positioning. These measures are interpreted in conjunction with underlying price behavior.
ESG SustainabilityInvesco Plc posted an ESG Environmental Score of 39.50, an ESG Governance Score of 64.72, and an ESG Social Score of 49.39 for the reported period. Peer comparison data places Invesco Plc's ESG profile near the industry median. Environmental, social, and governance indicators provide additional context for long-term operational resilience.
Environmental | Governance | Social |
Stock Notable Updates
| Legal Name | Invesco Plc |
| President CEO & Director | Andrew Schlossberg |
| Senior MD & CEO of Asia Pacific | Andrew Lo |
| Thematic Ideas | (View all Themes) |
| Business Concentration | Asset Management & Custody Banks, Financial Services, NYSE Composite, FinTech, Disruptive Technologies, Power Assets, Financials, Capital Markets, Asset Management, Financial Services, (View all Sectors) |
Invesco Plc posted a Gross Profit Margin of 30.0%, an Operating Margin of 19.1%, and a Return On Assets of -1.0% for the reported period. Balance sheet alignment and earnings sustainability frame Invesco Plc as having mixed financial positioning. Profitability remains positive at the asset level, but ROE is not a clean read while the equity base is unusually compressed.
| Current Value | Last Year | Change From Last Year | 10 Year Trend | ||||||
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| Asset Turnover | 0.34 | 0.24 |
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| Gross Profit Margin | 30.00% | 43.18% |
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| Total Current Liabilities | $63.27 million | $66.6 million |
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| Non Current Liabilities Total | $14.72 billion | $14.02 billion |
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| Total Assets | $19.81 billion | $27.09 billion |
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| Total Current Assets | $4.64 billion | $2.86 billion |
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| Total Cash From Operating Activities | $829.62 million | $1.53 billion |
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Current Assets
Invesco Plc posted $0.53 in Intangibles To Total Assets, $19.8 billion in Total Assets, and a Return On Assets of -1.0% for the reported period. Additional disclosures note a Return On Tangible Assets of -1.8%, relevant to Invesco Plc's position within the Financial Services sector.
Earnings per Share Projection vs Actual
Invesco Plc's forward EPS estimates provide a structured view of expected profitability based on current analyst coverage. Invesco Plc generates 6.38 billion in revenue, establishing the scale over which earnings per share are distributed. Invesco Plc's earnings per share carry more weight when cross-referenced with cash flow from operations. Trailing and forward EPS together frame Invesco Plc's earnings arc, though neither alone predicts outcomes.
Analyst EPS estimates for Invesco Plc's are forward-looking and can change as coverage updates; actual results may differ materially. EPS TTM reflects trailing reported results and does not imply future performance.
Top Institutional Holders
The institutional ownership of Invesco Plc tracks how much of its equity is held by large organizations. These institutions can influence Invesco Plc's management decisions through their large share ownership.| Instituion | Recorded On | Shares | |
| The Goldman Sachs Group Inc | 2025-12-31 | 6.4 M | |
| Northern Trust Corp | 2025-12-31 | 6 M | |
| Fisher Asset Management, Llc | 2025-12-31 | 5.5 M | |
| Alliancebernstein L.p. | 2025-12-31 | 4.8 M | |
| Charles Schwab Investment Management Inc | 2025-12-31 | 4.4 M | |
| Samlyn Capital, Llc | 2025-12-31 | 4.2 M |
Invesco Plc Historical Income Statement
Depreciation And Amortization stood at $1.92 billion as of December 31, 2025. Meanwhile, Operating Income is broadly unchanged at $-695.7 million, although Interest Expense is broadly unchanged around $82.5 million. View More FundamentalsInvesco Plc Against Markets
| IVZ | 2.83 | ||||
| NYA | 0.30 |
| Competition | Compare Correlations |
Stock Overview, Methodology & Data Sources
Invesco Plc 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. Invesco Plc employs 7,421 people. Headquarters are in Midtown Union, Atlanta, GA, United States, 30309. Recent market snapshot indicates market cap 12.23 billion, P/E 9.58. Invesco Plc operates in Asset Management & Custody Banks, Financial Services, NYSE Composite. Operating metrics are tied to how the market is pricing risk. Execution conditions may vary when market participation is relatively modest.
Methodology
Unless otherwise specified, financial data for Invesco Plc is derived from periodic company reporting (annual and quarterly where available). Asset-level metrics are computed daily by Macroaxis LLC and refreshed regularly based on asset type. Invesco Plc (USA Stocks:IVZ) prices are typically delayed by approximately 20 minutes from primary exchanges for listed equities. Data may be delayed depending on reporting sources and market conventions. All analytics presented are generated using Macroaxis quantitative models that incorporate financial statement analysis, market data, and risk metrics to ensure consistency and comparability. Assumptions: Inputs rely on public filings and market reference sources and institutional disclosures from U.S. Securities and Exchange Commission (SEC) via EDGAR. Publication cadence can introduce timing differences. All analytics are generated using standardized, rules-based models designed to promote consistency and comparability across instruments. Model assumptions, reference parameters, and selected computational inputs are available in the Model Inputs section. If you have questions about our data sources or methodology, please contact Macroaxis Support.
Analyst Sources
Invesco Plc has active sell-side coverage. Source-validated coverage currently shows 12 approved analysts, while broader market-consensus totals may differ across providers due to methodology and update timing. 6 analysts have submitted revenue and/or earnings estimates that may be incorporated into Macroaxis consensus inputs where available. Representative analyst firms may include Stifel, J.P. Morgan, Bernstein Research, UBS Investment Research, Oppenheimer & Co., Goldman Sachs, among others. Updates may occur throughout the day.
Editorial review and methodology oversight provided by: Michael Smolkin, Member of Macroaxis Board of Directors
Invesco Plc Corporate Management
| Tony Wong | Senior MD & Co-Head of Investment | Profile | |
| CFA CFA | Managing Investments | Profile | |
| Shannon Johnston | Senior MD and Chief Information & Operations Officer | Profile | |
| Douglas Sharp | Senior MD, Head of the Americas & EMEA & Chair of the Board of Invesco UK | Profile |