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Latest bar · IVZ
Momentum reads · latest daily barGreen means room to run, red means stretched — the reads re-read live as you switch the chart's timeframe. MFI(14) is a volume-weighted money-flow read: above 80 = overbought, below 20 = oversold.
Financial overlay · last 12 quarters
The story behind the price: three years of quarterly results laid over the chart, so you can see whether the stock has been following the business — or running ahead of it.
| Quarter | Revenue | Net income | Op income | FCF | Net margin | Op margin |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1.7B | $0.3B | $0.3B | $0.2B | 15.4% | 19.1% |
| 2025-12-31 | $1.7B | $-1.1B | $-1.5B | $0.4B | -62.7% | -86.2% |
| 2025-09-30 | $1.6B | $0.3B | $0.3B | $0.6B | 21.1% | 16.5% |
| 2025-06-30 | $1.5B | $0.2B | $0.2B | $0.5B | 13.4% | 14.1% |
| 2025-03-31 | $1.5B | $0.2B | $0.3B | $-0.1B | 15.1% | 18.1% |
| 2024-12-31 | $nanB | $nanB | $nanB | — | nan% | nan% |
Tip: toggle P/E, FCF, ROE, Gross margin and more on the chart above — every overlay is free.
Compare IVZ vs peers
Line IVZ up against up to 4 peers (5 tickers total) across ~30 metrics and get one weighted 0-100 verdict — best in green, worst in red. Peers also overlay on the chart above as rebased % lines, or flip the chart to the 2×2 grid for side-by-side mini charts.
Add tickers to compare with IVZ
~30 metrics across Snapshot, OdysseyHQ zone, Valuation, Growth, Quality, Technicals, Sentiment, and Risk — with a weighted score and a one-line read on each.
Earnings replay · last 20 reports
How this stock actually behaves on report day: each past earnings print with the beat-or-miss and the next-day move — a track record for handicapping the next one.
| Date | EPS actual | EPS est | Surprise | Next-day |
|---|---|---|---|---|
| 2026-04-28 | 0.57 | 0.58 | -1.2% | -0.8% |
| 2026-01-27 | 0.62 | 0.58 | +7.1% | +1.5% |
| 2025-10-28 | 0.61 | 0.44 | +37.7% | +0.6% |
| 2025-07-22 | 0.36 | 0.40 | -10.7% | +0.9% |
| 2025-04-22 | 0.44 | 0.39 | +13.9% | +0.1% |
| 2025-01-28 | 0.52 | 0.47 | +9.6% | -1.8% |
| 2024-10-22 | 0.44 | 0.43 | +1.8% | -3.0% |
| 2024-07-23 | 0.43 | 0.40 | +8.1% | -1.3% |
| 2024-04-23 | 0.33 | 0.40 | -17.4% | -0.4% |
| 2024-01-23 | 0.47 | 0.40 | +18.7% | -0.8% |
| 2023-10-24 | 0.35 | 0.35 | -1.1% | -3.4% |
| 2023-07-25 | 0.31 | 0.40 | -21.6% | -1.1% |
| 2023-04-25 | 0.38 | 0.36 | +4.9% | +0.8% |
| 2023-01-24 | 0.39 | 0.36 | +7.3% | -2.8% |
| 2022-10-25 | 0.34 | 0.41 | -17.3% | +0.3% |
| 2022-07-27 | 0.39 | 0.50 | -22.3% | +3.5% |
| 2022-04-26 | 0.56 | 0.62 | -10.0% | -1.7% |
| 2022-01-25 | 0.86 | 0.76 | +12.9% | -0.3% |
| 2021-10-26 | 0.77 | 0.73 | +5.5% | -2.5% |
| 2021-07-27 | 0.78 | 0.70 | +11.1% | -0.5% |
Earnings markers are overlaid on the daily price chart above. Click a ▲ marker for that day's move.
Peer comparison · Financial Services
Context check: the same key numbers for the closest Financial Services names side by side, so you can tell whether this stock is the standout or just moving with its group.
| Ticker ⇅ | Mkt cap ⇅ | P/E ⇅ | Fwd P/E ⇅ | P/S ⇅ | EV/EBITDA ⇅ | P/B ⇅ | Gross M ⇅ | Rev gr ⇅ | EPS gr ⇅ | FCF yld ⇅ |
|---|---|---|---|---|---|---|---|---|---|---|
| IVZ ★ | $13B | — | 9.3 | 2.0 | 13.4 | 1.3 | 28.9% | 14.1% | 35.0% | 6.56% |
| JPM | $907B | 14.6 | 13.9 | 4.9 | — | 2.6 | — | 30.4% | 46.9% | — |
| V | $682B | 31.3 | 24.1 | 15.8 | 22.8 | 19.2 | 97.8% | 17.1% | 35.5% | 3.06% |
| MA | $480B | 31.4 | 23.9 | 14.2 | 23.0 | 71.8 | 100.0% | 15.8% | 21.2% | 3.36% |
| BAC | $435B | 14.2 | 11.7 | 3.8 | — | 1.6 | — | 21.4% | 36.0% | — |
| WFC | $268B | 12.7 | 11.1 | 3.2 | — | 1.6 | — | 9.5% | 25.0% | — |
| GS | $314B | 16.4 | 14.7 | 4.7 | — | 2.9 | 82.1% | 42.5% | 92.3% | — |
| MS | $339B | 17.4 | 16.0 | 4.4 | — | 3.3 | 87.6% | 28.0% | 62.4% | — |
Auto-seeded from sector. Click any ticker to switch.
Ownership
Who holds the stock and what they've been doing lately — big funds on the left, executives' own buys and sells on the right. Insider buying is the rarer, louder signal.
Top institutional holders
Top-10 concentration: 59.68%
| Holder | Shares | % out |
|---|---|---|
| Massachusetts Mutual Life Insurance | 81,332,319 | 18.35% |
| Blackrock Inc. | 38,747,821 | 8.74% |
| Vanguard Capital Management LLC | 27,965,063 | 6.31% |
| Millennium Management Llc | 21,648,675 | 4.88% |
| Dimensional Fund Advisors LP | 21,361,119 | 4.82% |
| Vanguard Portfolio Management LLC | 19,262,823 | 4.35% |
| State Street Corporation | 16,705,078 | 3.77% |
| Geode Capital Management, LLC | 12,841,194 | 2.90% |
| AQR Capital Management, LLC | 12,524,431 | 2.83% |
| Price (T.Rowe) Associates Inc | 12,117,718 | 2.73% |
Insider activity · 90d
10 buys / 0 sells · ratio 10.0 · Finnhub
- Kupor Jeffrey H F 125,818 @ $27.01
- DUKES LAURA ALLISON F 290,258 @ $27.01
- Schlossberg Andrew F 742,708 @ $27.01
- Lo Andrew Tak Shing M 0
- Lo Andrew Tak Shing M 955,847
- Johnson Elizabeth S. BUY 48,770
- Tolliver Paula BUY 66,273
- Beshar Sarah BUY 115,166
- Sheinwald Nigel BUY 101,968
- Finke Thomas M BUY 64,238
Analyst estimates
FinnhubWhat Wall Street expects next: the consensus forecasts for the coming quarters. The market usually reacts to results versus these numbers, not the raw results themselves.
SEC filings
The company's own paperwork, straight from the regulator — annual and quarterly reports, big announcements and insider trades. The primary source behind every headline.
| Form | Filed | Description | Action |
|---|---|---|---|
| 8-K | 2026-07-10 | 8-K | view · |
| 4 | 2026-07-07 | FORM 4 | view · |
| 4 | 2026-07-07 | FORM 4 | view · |
| 4 | 2026-07-07 | FORM 4 | view · |
| 4 | 2026-07-07 | FORM 4 | view · |
| 4 | 2026-07-01 | FORM 4 | view · |
| 8-K | 2026-06-09 | 8-K | view · |
| 4 | 2026-06-01 | FORM 4 | view · |
| 4 | 2026-06-01 | FORM 4 | view · |
| 8-K | 2026-05-22 | 8-K | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 4 | 2026-05-19 | FORM 4 | view · |
| 13F-HR | 2026-05-12 | Institutional holdings (13F) | view · |
| 8-K | 2026-05-11 | 8-K | view · |
| 10-Q | 2026-05-05 | 10-Q | view · |
| 4 | 2026-05-05 | FORM 4 | view · |
| 4 | 2026-05-05 | FORM 4 | view · |
| 4 | 2026-05-04 | FORM 4 | view · |
| 8-K | 2026-04-28 | 8-K | view · |
| 8-K | 2026-04-10 | 8-K | view · |
| DEF 14A | 2026-04-02 | DEF 14A | view · |
| 4 | 2026-04-02 | FORM 4 | view · |
| 4 | 2026-03-17 | FORM 4 | view · |
| 8-K | 2026-03-10 | 8-K | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 4 | 2026-03-03 | FORM 4 | view · |
| 10-K | 2026-02-24 | 10-K | view · |
| 8-K | 2026-02-23 | 8-K | view · |
| 13F-HR | 2026-02-19 | Institutional holdings (13F) | view · |
| 4 | 2026-02-10 | FORM 4 | view · |
| 8-K | 2026-02-10 | 8-K | view · |
| 4 | 2026-02-04 | FORM 4 | view · |
| 4 | 2026-02-03 | FORM 4 | view · |
| 8-K | 2026-01-27 | 8-K | view · |
| 4 | 2026-01-20 | FORM 4 | view · |
| 8-K | 2026-01-12 | 8-K | view · |
| 4 | 2026-01-05 | FORM 4 | view · |
| 4 | 2025-12-12 | FORM 4 | view · |
| 8-K | 2025-12-09 | 8-K | view · |
| 8-K | 2025-12-09 | 8-K | view · |
| 4 | 2025-12-02 | FORM 4 | view · |
| 4 | 2025-12-02 | FORM 4 | view · |
About IVZ
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, commodity, fixed income, 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 prefers to invest between $5 million and $15 million in companies. 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 …
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