ivz stock overview and key facts

IVZ (Invesco Ltd.)

ivz stock refers to the NYSE-listed equity for Invesco Ltd., a global investment manager offering mutual funds, ETFs and institutional products. This article explains what ivz stock represents, summarizes Invesco’s business and history, highlights recent financial and news developments (time-stamped), and outlines stock-related data and investor considerations. Readers will learn where to verify figures, what drives ivz stock price movements, and which resources to consult for current market data.

Company overview

Invesco Ltd. is a publicly traded investment management company operating worldwide. Founded in the 1970s (through predecessor firms) and structured as a global asset manager, Invesco provides active and passive investment products across equities, fixed income, multi-asset, and alternative strategies.

The firm serves retail investors, financial advisors, and institutional clients. Its product set includes mutual funds, exchange-traded funds (ETFs), closed-end funds, and private funds. Invesco operates across multiple regions, with material operations in the Americas, EMEA (Europe, Middle East and Africa), and Asia-Pacific.

ivz stock is the primary equity vehicle for investors seeking exposure to Invesco’s business as an asset manager. The company reports assets under management (AUM), revenue, and profitability in public filings and investor releases; these metrics are key to evaluating ivz stock performance over time.

Corporate history

• 1970s–1990s: Origins in several investment firms that later consolidated into the Invesco franchise. The name "Invesco" became widely used as the company expanded globally.
• 2000s: Growth through acquisitions and product launches, including expansion of mutual fund and ETF offerings.
• 2010s: Further consolidation in ETF markets and strategic reorganizations to streamline global operations.
• 2019–2020: Ongoing product development in both active and passive strategies; corporate refinements to simplify structure and improve operating efficiency.
• Recent years: Strategic initiatives to grow recurring-fee products, expand distribution in target markets, and develop income-oriented offerings.

Dates and precise transaction details vary by event; authoritative timelines and transaction descriptions are available in Invesco’s SEC filings and investor-relations materials.

Business operations and products

Invesco’s business is organized around client types and product strategies. Key lines include:

• Retail products: Mutual funds and ETFs available to individual investors and financial advisors.
• Institutional products: Separately managed accounts, institutional funds, and customized solutions for pensions, endowments and other institutions.
• Passive and active management: A mix of actively managed strategies and passive/index-tracking ETFs.
• Alternatives and private funds: Selected exposure to alternatives, private-credit or private-equity style mandates in certain markets.

Notable product categories include equity funds, fixed-income funds, multi-asset solutions, and ETFs covering thematic, sector, and broad-market exposures. Invesco maintains flagship ETFs and fund families that are recognized by investors and distributors.

Geographic revenue and AUM split typically covers the Americas, EMEA and Asia-Pacific. Specific flagship funds and ETFs change over time; check the company’s product roster and fact sheets for current flagship listings.

Financial profile

Financial metrics for Invesco are reported quarterly and annually. Commonly referenced figures include revenue, net income (or loss), pre-tax income, earnings per share (EPS), assets under management (AUM), fee margin (net management fee rate), and dividend policy.

As of a recent reporting period, Invesco disclosed material quarterly and annual results that affected ivz stock sentiment. For authoritative and up-to-date numbers, consult the company’s 10-Q and 10-K filings, the investor-relations center, and market-data portals.

Note: the numeric values below are time-stamped to indicate the reporting period cited.

Recent reported results (time-stamped)

• As of January 27, 2026, according to the Associated Press, Invesco PLC (IVZ) reported a fourth-quarter loss of $1.06 billion, or $2.61 per share. Adjusted earnings were $0.62 per share, beating the Zacks Investment Research average estimate of $0.57. The company reported revenue for the quarter of $1.69 billion and adjusted revenue of $1.26 billion, each exceeding expectations. For the full year cited in that report, Invesco posted a loss of $281.7 million, or $1.60 per share, on revenue of $4.66 billion. (Source: Associated Press summary of Zacks and company results.)

These figures are based on the cited report and should be verified against the company’s official earnings release and SEC filings for line-item detail and accounting adjustments.

Stock information

ivz stock trades on the New York Stock Exchange (NYSE) under the ticker IVZ. The primary trading currency is U.S. dollars. Share class and listing details are available in corporate filings and on exchange listings.

Ticker and listing

• Ticker: IVZ
• Exchange: NYSE (primary listing)
• Currency: USD
• Share class: Common stock (ordinary equity listed under IVZ)

Historical price performance

ivz stock price history is influenced by AUM growth or declines, net flows, investment performance of active strategies, fee pressure in the asset-management industry, interest-rate dynamics (which can affect fixed-income flows), and broader equity-market trends.

Investors typically look at multi-period returns such as year-to-date (YTD), 1-year and 5-year performance to assess momentum. Volatility and beta relative to the broad market help characterize ivz stock’s risk profile.

52-week high/low and historical returns are available on market-data portals and should be time-stamped when cited.

Dividends and yield

Invesco has historically paid dividends to shareholders and may maintain a dividend policy stated in investor materials. Dividend amounts, ex-dividend dates, and yields vary by quarter and year and are subject to board approval.

For current dividend rate, upcoming ex-dividend date, and trailing yield, consult the company’s investor-relations announcements and major finance portals. Dividend history is a common input for income-focused investors analyzing ivz stock.

Market capitalization and float

Market capitalization and free float change with market prices and corporate share counts. As with other financial metrics, report any market-cap figure with a date and source. Large institutional ownership typically holds a meaningful portion of outstanding shares for major asset managers; this influences liquidity and float dynamics for ivz stock.

Corporate governance and management

Company leadership and governance are material to shareholders evaluating ivz stock.

• Board composition, board chair, and independent directors are reported in proxy statements.
• Executive team: CEO, CFO, and heads of major business units are listed on the corporate website and investor materials.
• Governance practices include audit, compensation and nominating committees; committee charters and governance guidelines are available in proxy filings.

Recent leadership changes and succession plans are announced via press releases and SEC filings, and they can affect investor perception of ivz stock.

Major shareholders and institutional ownership

Institutional investors commonly hold large stakes in publicly traded asset managers. Ownership reports (13F filings and company proxy statements) identify top institutional holders and insider ownership percentages.

Large institutional ownership can indicate analyst and investor focus on ivz stock. Any activist shareholders or notable block holders would be disclosed in filings and shareholder communications.

Analyst coverage and market perception

Sell-side analysts at major brokerages and independent research firms provide ratings, price targets, and earnings estimates for ivz stock. Consensus estimates, the mix of buy/hold/sell recommendations, and target price ranges are summarized on finance portals.

Analyst views typically factor in AUM growth, management fee trends, operating margin, net flows, and macroeconomic outlooks for markets that drive client demand. Changes in guidance, quarter-to-quarter AUM reports, or one-time items in earnings can materially shift analyst consensus.

Key risks and investment considerations

The primary risks relevant to ivz stock include:

• Market and AUM sensitivity: Invesco’s revenue and profitability scale with AUM and management-fee revenue, making AUM flows and market performance central to results.
• Fee compression and competition: Competitive pressure in ETFs and passive strategies can reduce margins and shift asset mixes.
• Performance risk: Underperformance of actively managed funds can lead to outflows and reduced revenue.
• Regulatory and litigation risk: As a regulated asset manager, Invesco faces regulatory oversight and potential legal exposure related to fund operations.
• Interest-rate sensitivity: Macro rate moves influence flows into fixed-income strategies and yield-seeking products.
• Concentration and product risks: Heavy concentration in a product or market can create vulnerability if that segment underperforms.

This list is illustrative and not exhaustive. For detailed risk factors, review the “Risk Factors” section in the company’s most recent 10-K.

Recent developments (news, earnings, AUM updates)

• As of January 27, 2026, according to the Associated Press’ summary of company data and Zacks Investment Research, Invesco reported a fourth-quarter loss of $1.06 billion, adjusted EPS of $0.62 (above consensus), quarterly revenue of $1.69 billion and adjusted revenue of $1.26 billion. For the full year in that report, the company posted a loss of $281.7 million on revenue of $4.66 billion. Those results and management commentary on AUM and product flows are key inputs for evaluating recent moves in ivz stock.

• Investors should monitor quarterly earnings releases, AUM disclosures, changes in net flows for flagship funds and ETFs, and any strategic initiatives (new product launches or distribution partnerships) that could affect future revenue and margins.

For the latest developments, use the company’s investor-relations news, SEC filings, and reputable market-data outlets.

Valuation and metrics

Valuation of asset managers such as Invesco commonly uses multiples and metrics tailored to the business model. Common approaches include:

• Price-to-earnings (P/E): Earnings-based valuation, noting that adjusted EPS and GAAP EPS can differ.
• Price-to-book (P/B): Relevant for firms with material balance-sheet components.
• Price-to-AUM or enterprise-value-to-AUM: Comparing valuation relative to assets under management.
• Fee margin and operating-profit margin analysis: Evaluating profitability per dollar of AUM.

Comparing multiples to peers and historical ranges provides context, but any valuation should be supported by current financial statements and forward-looking guidance.

Comparables and competitors

Public peer groups for Invesco typically include other large asset managers and diversified fund companies. Commonly referenced peers include large global managers and fund companies. Investors look at peer metrics such as fee margin, AUM growth, net flows, revenue per AUM, and P/E or P/B multiples when comparing ivz stock to alternatives.

Trading information and derivatives

Shares of ivz stock are tradable on the NYSE. Derivative instruments, such as listed options, may be available for the ticker depending on exchange listings and liquidity. Common trading considerations include average daily volume, bid-ask spreads, and option open interest. Derivatives involve additional risks and are appropriate only for investors who understand their mechanics.

Regulatory and reporting

Invesco, as a U.S.-listed company, must comply with SEC reporting requirements including annual 10-Ks, quarterly 10-Qs and current reports on Form 8-K. Proxy statements disclose governance matters and executive compensation. Investors should consult these primary documents for authoritative disclosures about operations, risks and executive actions affecting ivz stock.

See also

• Asset management industry overview
• Exchange-traded funds (ETF fundamentals)
• Corporate filings and SEC reporting basics

References

Data and statements in this article reference company filings and reputable market-data providers. Key sources to consult for verification include:

• Invesco Ltd. investor-relations materials and SEC filings (10-Q, 10-K, 8-K, proxy).
• Major finance portals and market-data providers for quotes, market cap and volume (e.g., Yahoo Finance, Morningstar, CNBC, Nasdaq, NYSE, Finviz).
• News coverage and earnings summaries such as the Associated Press and Zacks Investment Research.

Specific reported figures above (loss of $1.06 billion in Q4; adjusted EPS $0.62; quarterly revenue $1.69 billion; annual loss $281.7 million; full-year revenue $4.66 billion) are time-stamped as of January 27, 2026 and were reported by the Associated Press summarizing company results and Zacks estimates.

External resources

To get real-time market data for ivz stock or the latest corporate filings, consult Invesco’s investor relations and SEC filings. For trading or custody, consider reputable platforms and custody solutions; Bitget provides exchange services and Bitget Wallet is available for web3 wallet needs. For market quotes and analyst coverage check major finance portals and broker research.

Further exploration: If you want a concise infobox (key metrics) or a dated snapshot of IVZ financials and market data formatted for a report, request an updated data snapshot and specify the target date for figures. For trading access or wallet setup related to investing infrastructure, explore Bitget services and Bitget Wallet for custody and order execution support.

Note: This article is informational and factual in tone. It does not provide investment advice or recommendations. Verify numeric figures in primary filings and market-data providers before making decisions.