IVZ

Invesco Ltd.

NYSE · Investment Advice · Inc. D0 · CIK 0000914208
$28.92 +2.23% $12.8B
Congressional Activity (1)
Vol
Market Cap$12.8B
Cap SizeLarge Cap
Analyst ConsensusHold (47%)
SEC Reports4
Congressional3 trades
Exchange NYSE·Sector Investment Advice·Inc. D0·CIK 0000914208·Prev Close $28.29

Recent Activity

Jun 9, 2026 SEC
Invesco reported preliminary May 2026 AUM of $2,453.9 billion, up 4.9% month-over-month, driven by $18.9 billion in net
8-K — Impact 5/10
Jun 2, 2026 short_volume
Short Volume: IVZ — 60.4% short (1.4M / 2.3M)
Short: 1,363,951 | Exempt: 1,618 | TRF Vol: 2,259,826 | Short Ratio: 60.4% | Off-exchange volume (da
May 15, 2026 Insider
GIBBONS THOMAS P was granted 8,112 shares
Director
May 15, 2026 Insider
Johnson Elizabeth S. was granted 8,112 shares
Director
May 15, 2026 Insider
Finke Thomas M was granted 8,112 shares
Director
May 11, 2026 SEC
Invesco reported preliminary April 2026 AUM of $2,339.4 billion, up 8.3% month-over-month, driven by $18.2 billion in ne
8-K — Impact 6/10
Apr 28, 2026 SEC
Invesco reported Q1 2026 GAAP diluted EPS of $0.51 and adjusted diluted EPS of $0.57, compared to the Street consensus o
8-K — Impact 4/10
Mar 17, 2026 Congress
Kevin Hern sell
$15,001 - $50,000 — House

Price Targets

$29.59 +2.3% upside Hold
Current $28.92 Low $26.00 Median $30.00 High $33.00 11 analysts
$26.00 $33.00

Analyst Ratings

Hold47% buy · 17 analysts
1Strong Buy
7Buy
9Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Jun 8, 2026 Evercore ISI Group MAINTAIN In-Line → In-Line
Jun 8, 2026 TD Cowen MAINTAIN Buy → Buy
Apr 29, 2026 JP Morgan MAINTAIN Neutral → Neutral
Apr 29, 2026 TD Cowen MAINTAIN Buy → Buy
Apr 29, 2026 Goldman Sachs MAINTAIN Neutral → Neutral

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.61 $0.57 — $0.66 70% YoY 10
Next Q $0.67 ▲ +1.2% $0.64 — $0.72 11% YoY 9
Current FY $2.60 $2.48 — $2.73 28% YoY 12
Next FY $2.99 ▲ +0.6% $2.82 — $3.29 15% YoY 12

Latest Reports

BULLISH 8-K 5/10
Invesco reported preliminary May 2026 AUM of $2,453.9 billion, up 4.9% month-over-month, driven by $18.9 billion in net
Jun 9, 2026
BULLISH 8-K 6/10
Invesco reported preliminary April 2026 AUM of $2,339.4 billion, up 8.3% month-over-month, driven by $18.2 billion in ne
May 11, 2026

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026GIBBONS THOMASA$0.00
May 15, 2026Johnson ElizabethA$0.00
May 15, 2026Finke ThomasA$0.00
May 15, 2026Glavin WilliamA$0.00
May 15, 2026Beshar SarahA$0.00

Congressional Trades

2 members: 1 buys, 2 sells
MemberPartyTypeAmount
Kevin HernRSELL$15,001 - $50,000
Gilbert CisnerosDSELL$1,001 - $15,000
Gilbert CisnerosDBUY$1,001 - $15,000
∅

No institutional holding data available yet. Data is sourced from 13F filings which are filed quarterly.

20 unique insiders with 42 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026GIBBONS THOMAS PDirectorAWARD8,112——
May 15, 2026Johnson Elizabeth S.DirectorAWARD8,112——
May 15, 2026Finke Thomas MDirectorAWARD8,112——
May 15, 2026Glavin William Francis JrDirectorAWARD8,112——
May 15, 2026Beshar SarahDirectorAWARD8,112——
May 15, 2026Tolliver PaulaDirectorAWARD8,112——
May 15, 2026Sheinwald NigelDirectorAWARD8,112——
May 15, 2026WAGONER G RICHARD JRDirectorAWARD8,112——
May 15, 2026WOMACK CHRISTOPHER CDirectorAWARD8,112——
May 15, 2026WOOD PHOEBE ADirectorAWARD8,112——
Mar 13, 2026Smith Alan LeonardSMD and CHROAWARD8,641——
Mar 13, 2026Smith Alan LeonardSMD and CHROTAX W/H3,849$23.00$88.5K
Mar 13, 2026Smith Alan LeonardSMD and CHROEXERCISE8,641——
Feb 28, 2026Schlossberg AndrewPresident and CEOAWARD80,970——
Feb 28, 2026JOHNSTON SHANNON ASMD and CIOOAWARD8,913——
Feb 28, 2026Butcher StephanieSenior Managing DirectorAWARD66,317——
Feb 28, 2026Wong TonySenior Managing DirectorEXERCISE15,343——
Feb 28, 2026Wong TonySenior Managing DirectorAWARD66,317——
Feb 28, 2026DUKES LAURA ALLISONChief Financial OfficerEXERCISE17,659——
Feb 28, 2026DUKES LAURA ALLISONChief Financial OfficerAWARD73,257——
Feb 28, 2026Smith Alan LeonardSMD and CHROEXERCISE8,936——
Feb 28, 2026Vacheron TerryChief Accounting OfficerAWARD2,534——
Feb 28, 2026Vacheron TerryChief Accounting OfficerEXERCISE2,534——
Feb 28, 2026Vacheron TerryChief Accounting OfficerAWARD8,187——
Feb 28, 2026Sharp Douglas JSenior Managing DirectorAWARD80,969——
Feb 28, 2026Kupor Jeffrey HSenior Managing DirectorAWARD5,003——
Feb 28, 2026Kupor Jeffrey HSenior Managing DirectorEXERCISE5,003——
Feb 28, 2026Kupor Jeffrey HSenior Managing DirectorAWARD35,343——
Feb 28, 2026Wong TonySenior Managing DirectorAWARD15,343——
Feb 28, 2026DUKES LAURA ALLISONChief Financial OfficerAWARD63,131——
Feb 28, 2026Lo Andrew Tak ShingSenior Managing DirectorAWARD16,479——
Feb 28, 2026Sharp Douglas JSenior Managing DirectorAWARD46,138——
Feb 28, 2026Lo Andrew Tak ShingSenior Managing DirectorEXERCISE16,479——
Feb 28, 2026Lo Andrew Tak ShingSenior Managing DirectorAWARD77,370——
Feb 28, 2026Smith Alan LeonardSMD and CHROAWARD8,936——
Feb 28, 2026Schlossberg AndrewPresident and CEOAWARD189,127——
Feb 28, 2026Schlossberg AndrewPresident and CEOEXERCISE42,749——
Feb 28, 2026JOHNSTON SHANNON ASMD and CIOOAWARD37,825——
Feb 28, 2026JOHNSTON SHANNON ASMD and CIOOEXERCISE8,913——
Feb 28, 2026Butcher StephanieSenior Managing DirectorTAX W/H9,237$26.26$242.6K
Feb 28, 2026Smith Alan LeonardSMD and CHROAWARD32,202——
Feb 6, 2026Wong TonySenior Managing DirectorTAX W/H40,113$26.82$1.1M
4 SEC filing reports analyzed. Sentiment: 2 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 5.0/10.
BULLISH 8-K 5/10
Invesco reported preliminary May 2026 AUM of $2,453.9 billion, up 4.9% month-over-month, driven by $
Jun 9, 2026
BULLISH 8-K 6/10
Invesco reported preliminary April 2026 AUM of $2,339.4 billion, up 8.3% month-over-month, driven by
May 11, 2026
NEUTRAL 8-K 4/10
Invesco reported Q1 2026 GAAP diluted EPS of $0.51 and adjusted diluted EPS of $0.57, compared to th
Apr 28, 2026
BEARISH 8-K 5/10
Invesco Ltd. reported preliminary March 31, 2026 AUM of $2,159.5 billion, a 4.4% monthly decline dri
Apr 10, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (47% buy). Based on 17 analysts: 1 strong buy, 7 buy, 9 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$29.59 mean target +2.3% upside Hold (2.42)
$26.00 Low $33.00 High
MetricValue
Current Price$28.92
Target Low$26.00
Target Mean$29.59
Target Median$30.00
Target High$33.00
# Analysts11
RecommendationHold (2.42)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.61 $0.57 $0.66 70.2% +0.1% 3↑ 5↓ $1.3B 14.9% 10
Next Q
2026-09-30
 $0.67 $0.64 $0.72 10.6% +1.2% 5↑ 2↓ $1.3B 9.8% 9
Current FY
2026-12-31
 $2.60 $2.48 $2.73 27.8% +0.3% 6↑ 4↓ $5.2B 11.2% 12
Next FY
2027-12-31
 $2.99 $2.82 $3.29 15.1% +0.6% 7↑ 3↓ $5.5B 6.1% 12

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.613
7d ago$0.613
30d ago$0.612+0.001
60d ago$0.631-0.018
90d ago$0.655-0.042
10 analyst firms have rated this stock: 2 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Jun 8, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Jun 8, 2026 TD Cowen MAINTAIN Buy Buy
Apr 29, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 29, 2026 TD Cowen MAINTAIN Buy Buy
Apr 29, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 29, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 29, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 24, 2026 JP Morgan MAINTAIN Neutral Neutral
Apr 17, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Apr 10, 2026 Evercore ISI Group MAINTAIN In-Line In-Line
Apr 10, 2026 BMO Capital MAINTAIN Outperform Outperform
Apr 7, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Apr 1, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Feb 12, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Jan 28, 2026 Goldman Sachs MAINTAIN Neutral Neutral
Jan 28, 2026 RBC Capital MAINTAIN Outperform Outperform
Jan 28, 2026 Argus Research MAINTAIN Buy Buy
Jan 28, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Jan 21, 2026 RBC Capital UPGRADE Sector Perform Outperform
Jan 20, 2026 JP Morgan MAINTAIN Neutral Neutral
Jan 15, 2026 Barclays MAINTAIN Equal-Weight Equal-Weight
Dec 17, 2025 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Dec 17, 2025 Deutsche Bank UPGRADE Hold Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20261790047%
May 1, 20261790047%
Apr 1, 20262780053%
Mar 1, 20262780053%
Feb 1, 20262780053%
Jan 1, 202626100044%
Strong BuyBuyHoldSellStrong Sell
2 members of Congress traded this stock: 1 buys, 2 sells.

Congressional Trades

DateMemberPartyChamberTypeAmountAssetDisclosed
Mar 17, 2026Kevin HernRHOUSESELL$15,001 - $50,000Invesco LtdApr 6, 2026 (21d)
Feb 10, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Invesco LtdMar 10, 2026 (29d)
Jan 9, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Invesco LtdFeb 16, 2026 (39d)
∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Jun 2, 2026
short_volume
Short Volume: IVZ — 60.4% short (1.4M / 2.3M)
Short: 1,363,951 | Exempt: 1,618 | TRF Vol: 2,259,826 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: IVZ — 56.8% short (1.6M / 2.8M)
Short: 1,615,159 | Exempt: 122 | TRF Vol: 2,845,100 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
short_volume
Short Volume: IVZ — 56.8% short (0.4M / 0.8M)
Short: 429,677 | Exempt: 0 | TRF Vol: 756,582 | Short Ratio: 56.8% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dark_pool
Dark Pool: IVZ — 4.1M shares, 72,519 trades
Week starting 2026-05-18. Total ATS volume: 4,146,129 shares across 72,519 trades.
May 12, 2026
short_volume
Short Volume: IVZ — 58.2% short (1.0M / 1.6M)
Short: 955,925 | Exempt: 74 | TRF Vol: 1,643,767 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 11, 2026
dark_pool
Dark Pool: IVZ — 5.7M shares, 94,457 trades
Week starting 2026-05-11. Total ATS volume: 5,728,302 shares across 94,457 trades.
May 8, 2026
short_volume
Short Volume: IVZ — 62.6% short (0.6M / 1.0M)
Short: 619,936 | Exempt: 38 | TRF Vol: 989,529 | Short Ratio: 62.6% | Off-exchange volume (dark pool + OTC)
May 7, 2026
short_volume
Short Volume: IVZ — 64.8% short (0.8M / 1.2M)
Short: 808,419 | Exempt: 1,002 | TRF Vol: 1,247,520 | Short Ratio: 64.8% | Off-exchange volume (dark pool + OTC)
May 6, 2026
short_volume
Short Volume: IVZ — 62.7% short (1.0M / 1.5M)
Short: 954,145 | Exempt: 134 | TRF Vol: 1,522,170 | Short Ratio: 62.7% | Off-exchange volume (dark pool + OTC)
May 5, 2026
short_volume
Short Volume: IVZ — 55.4% short (1.3M / 2.4M)
Short: 1,347,427 | Exempt: 1,100 | TRF Vol: 2,432,738 | Short Ratio: 55.4% | Off-exchange volume (dark pool + OTC)
May 4, 2026
dark_pool
Dark Pool: IVZ — 5.4M shares, 74,662 trades
Week starting 2026-05-04. Total ATS volume: 5,409,133 shares across 74,662 trades.
May 4, 2026
short_volume
Short Volume: IVZ — 67.2% short (1.1M / 1.6M)
Short: 1,061,403 | Exempt: 7 | TRF Vol: 1,580,069 | Short Ratio: 67.2% | Off-exchange volume (dark pool + OTC)
May 1, 2026
short_volume
Short Volume: IVZ — 63.4% short (0.8M / 1.2M)
Short: 757,306 | Exempt: 201 | TRF Vol: 1,194,505 | Short Ratio: 63.4% | Off-exchange volume (dark pool + OTC)
Apr 30, 2026
short_volume
Short Volume: IVZ — 77.2% short (1.4M / 1.8M)
Short: 1,359,642 | Exempt: 0 | TRF Vol: 1,761,592 | Short Ratio: 77.2% | Off-exchange volume (dark pool + OTC)
Apr 29, 2026
short_volume
Short Volume: IVZ — 77.9% short (2.5M / 3.2M)
Short: 2,496,609 | Exempt: 174 | TRF Vol: 3,203,960 | Short Ratio: 77.9% | Off-exchange volume (dark pool + OTC)