Invesco Stock (NYSE:IVZ)


ForecastRevenueOwnershipFinancialsChartTranscripts

Previous Close

$15.86

52W Range

$12.48 - $18.28

50D Avg

$16.32

200D Avg

$15.93

Market Cap

$7.21B

Avg Vol (3M)

$3.79M

Beta

1.42

Div Yield

$0.82 (7.00%)

IVZ Company Profile


Invesco Ltd. is a publicly owned investment manager. 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. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

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Industry

Asset Management

Sector

Financial Services

Exchange

NYSE

ADR

-

Country

US

Employees

8,536

IPO Date

Aug 25, 1995

Website

IVZ Performance


Revenue Breakdown


Revenue Breakdown by Product/Service

Product/ServiceDec 23Dec 22Dec 21
Investment Advice$4.11B$4.36B$5.00B
Distribution and Shareholder Service$1.37B$1.41B$1.60B
Investment Performance$46.70M$68.20M$56.10M
Financial Service, Other$189.10M$216.80M$246.10M

Fiscal year ends in Dec 23 | Currency in USD

IVZ Financial Summary


Dec 23Dec 22Dec 21
Revenue$5.72B$6.05B$6.89B
Operating Income$-434.80M$1.32B$2.53B
Net Income$-333.70M$920.70M$1.63B
EBITDA$-434.80M$1.42B$2.59B
Basic EPS$-0.73$1.48$3.01
Diluted EPS$-0.73$1.47$2.99

Fiscal year ends in Dec 23 | Currency in USD

Latest Earnings Call Transcripts


Q2 24Jul 23, 24 | 1:18 PM
Q1 24Apr 23, 24 | 12:01 PM
Q4 23Jan 23, 24 | 10:28 AM

Peer Comparison


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