Trade Invesco - IVZ CFD

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15.22

0.2%

0.10

Low: 15.17

High: 15.36

Market Trading Hours* (UTC) Opens on Friday at 13:30

Mon - Fri: 13:30 - 20:00

Summary
Historical Data
Events
Income Statement
Balance Sheet
Cash Flow

Trading сonditions

Spread

0.10

Long position overnight fee

-0.026179%

Short position overnight fee

0.003957%

Overnight fee time

21:00 (UTC)

Min traded quantity

Currency

USD

Margin

Stock exchange

United States of America

Commission on trade

*Information provided by Capital.com

Invesco Ltd ESG Risk Ratings

High Medium Low Negligible

‘B’ score indicates good relative ESG performance and above average degree of transparency in reporting material ESG data publicly.

More ESG coverage

Key Stats

Prev. Close*	15.19
Open*	15.26
1-Year Change*	-10.97%
Day's Range*	15.17 - 15.36
52 wk Range	12.48-20.56
Average Volume (10 days)	5.03M
Average Volume (3 months)	116.78M
Market Cap	7.44B
P/E Ratio	12.69
Shares Outstanding	449.55M
Revenue	5.75B
EPS	1.30
Dividend (Yield %)	4.83384
Beta	1.46
Next Earnings Date	Jan 23, 2024

All data is provided by Refinitiv, except for data marked with an asterisk, which is *data provided by Capital.com

Last Week
Last Month
Last Year
Last two Years
Max

Daily
Weekly
Monthly

Date	Close	Change	Change (%)	Open	High	Low
Apr 17, 2024	15.19	0.03	0.20%	15.16	15.42	15.09
Apr 16, 2024	15.13	0.12	0.80%	15.01	15.18	14.90
Apr 15, 2024	15.14	-0.27	-1.75%	15.41	15.59	15.02
Apr 12, 2024	15.29	-0.05	-0.33%	15.34	15.71	15.22
Apr 11, 2024	15.66	-0.19	-1.20%	15.85	15.88	15.61
Apr 10, 2024	15.82	-0.49	-3.00%	16.31	16.32	15.65
Apr 9, 2024	16.90	0.01	0.06%	16.89	17.01	16.63
Apr 8, 2024	16.87	0.22	1.32%	16.65	16.88	16.61
Apr 5, 2024	16.60	0.24	1.47%	16.36	16.73	16.21
Apr 4, 2024	16.48	-0.35	-2.08%	16.83	17.07	16.48
Apr 3, 2024	16.64	0.27	1.65%	16.37	16.72	16.33
Apr 2, 2024	16.42	0.16	0.98%	16.26	16.45	16.06
Apr 1, 2024	16.45	-0.02	-0.12%	16.47	16.51	16.31
Mar 28, 2024	16.55	0.09	0.55%	16.46	16.72	16.42
Mar 27, 2024	16.41	0.29	1.80%	16.12	16.41	16.09
Mar 26, 2024	16.01	-0.06	-0.37%	16.07	16.16	15.97
Mar 25, 2024	15.95	0.26	1.66%	15.69	16.13	15.69
Mar 22, 2024	15.67	-0.27	-1.69%	15.94	16.02	15.66
Mar 21, 2024	15.94	0.04	0.25%	15.90	16.21	15.90
Mar 20, 2024	15.78	0.59	3.88%	15.19	15.90	15.14

Invesco Events

Time (UTC)	Country	Event
Tuesday, April 23, 2024
Time (UTC) 12:30	Country US	Event Q1 2024 Invesco Ltd Earnings Release Q1 2024 Invesco Ltd Earnings Release Forecast - Previous -
Time (UTC) 13:00	Country US	Event Q1 2024 Invesco Ltd Earnings Call Q1 2024 Invesco Ltd Earnings Call Forecast - Previous -
Thursday, May 23, 2024
Time (UTC) 16:00	Country US	Event Invesco Ltd Annual Shareholders Meeting Invesco Ltd Annual Shareholders Meeting Forecast - Previous -
Friday, May 24, 2024
Time (UTC) 17:00	Country US	Event Invesco Ltd Annual Shareholders Meeting Invesco Ltd Annual Shareholders Meeting Forecast - Previous -
Tuesday, July 23, 2024
Time (UTC) 12:30	Country US	Event Q2 2024 Invesco Ltd Earnings Release Q2 2024 Invesco Ltd Earnings Release Forecast - Previous -

View all events

Annual
Quarterly

	2022	2021	2020	2019	2018
Total revenue	6048.9	6894.5	6145.6	6117.4	5314.1
Revenue	6048.9	6894.5	6145.6	6117.4	5314.1
Cost of Revenue, Total	1886.2	2149.3	1947.6	1893	1608.2
Gross Profit	4162.7	4745.2	4198	4224.4	3705.9
Total Operating Expense	4731.2	5106.3	5225.2	5309.2	4109.2
Selling/General/Admin. Expenses, Total	2760	2960	2884.3	2743.2	2364.1
Unusual Expense (Income)	21.2	-65.9	393.3	673	136.9
Operating Income	1317.7	1788.2	920.4	808.2	1204.9
Interest Income (Expense), Net Non-Operating	196.4	201.8	69.4	61.3	-56.3
Other, Net	-266.4	510.5	79.3	103.4	-10.5
Net Income Before Taxes	1247.7	2500.5	1069.1	972.9	1138.1
Net Income After Taxes	925.5	1969.4	806.8	737.8	896.2
Minority Interest	-4.8	-339.6	-45.9	-49.5	-0.3
Net Income Before Extra. Items	920.7	1629.8	760.9	688.3	895.9
Total Extraordinary Items			0.7		-13.1
Net Income	920.7	1629.8	761.6	688.3	882.8
Income Available to Common Excl. Extra. Items	683.9	1393	524.1	564.7	895.9
Income Available to Common Incl. Extra. Items	683.9	1393	524.8	564.7	882.8
Dilution Adjustment
Diluted Net Income	683.9	1393	524.8	564.7	882.8
Diluted Weighted Average Shares	459.5	465.4	462.5	440.5	412.5
Diluted EPS Excluding Extraordinary Items	1.48836	2.99312	1.13319	1.28195	2.17188
Dividends per Share - Common Stock Primary Issue	0.7325	0.665	0.775	1.23	1.19
Diluted Normalized EPS	1.52258	2.84637	1.97557	2.44057	2.43322
Total Adjustments to Net Income	-236.8	-236.8	-236.8	-123.6	0
Depreciation / Amortization	63.8	62.9

	Sep 2023	Jun 2023	Mar 2023	Dec 2022	Sep 2022
Total revenue	1442	1442.8	1418.2	1443.4	1445.7
Revenue	1442	1442.8	1418.2	1443.4	1445.7
Cost of Revenue, Total	448.2	462.5	455.1	447.3	451.3
Gross Profit	993.8	980.3	963.1	996.1	994.4
Total Operating Expense	1214.3	1239	1208.7	1198.3	1095.5
Selling/General/Admin. Expenses, Total	754.8	763.4	697.9	745.2	630.3
Depreciation / Amortization	11.3	13.1	14.1	19.4	14.5
Unusual Expense (Income)	0	0	41.6	-13.6	-0.6
Operating Income	227.7	203.8	209.5	245.1	350.2
Interest Income (Expense), Net Non-Operating	10.4	7.9	16.7	28	4.9
Other, Net	-8.1	18.2	9.5	117.3	-100
Net Income Before Taxes	230	229.9	235.7	390.4	255.1
Net Income After Taxes	168.7	164.4	165.8	300.8	168.3
Minority Interest	21.9	27	38.4	-53.8	68.3
Net Income Before Extra. Items	190.6	191.4	204.2	247	236.6
Net Income	190.6	191.4	204.2	247	236.6
Total Adjustments to Net Income	-59.2	-59.2	-59.2	-59.2	-59.2
Income Available to Common Excl. Extra. Items	131.4	132.2	145	187.8	177.4
Income Available to Common Incl. Extra. Items	131.4	132.2	145	187.8	177.4
Diluted Net Income	131.4	132.2	145	187.8	177.4
Diluted Weighted Average Shares	453.1	458.8	458.9	458	459.5
Diluted EPS Excluding Extraordinary Items	0.29	0.28814	0.31597	0.41004	0.38607
Dividends per Share - Common Stock Primary Issue	0.2	0.2	0.1875	0.1875	0.1875
Diluted Normalized EPS	0.29	0.28814	0.37974	0.38716	0.38521

Annual
Quarterly

	2022	2021	2020	2019	2018
Cash and Short Term Investments	1234.7	1896.4	1408.4	1049	1147.7
Cash & Equivalents	1234.7	1896.4	1408.4	1049	1147.7
Total Receivables, Net	801.8	877.8	850.5	1018.3	795.3
Accounts Receivable - Trade, Net	801.8	877.8	850.5	1018.3	795.3
Prepaid Expenses		166	149.2	144	127.1
Total Assets	29756.8	32685.6	36504.1	39420.3	30978.4
Property/Plant/Equipment, Total - Net	921.9	774.7	839.5	908.5	468.7
Property/Plant/Equipment, Total - Gross	2051.7	1853.6	1845.6	1827.7	1273.5
Accumulated Depreciation, Total	-1129.8	-1078.9	-1006.1	-919.2	-804.8
Goodwill, Net	8557.7	8882.5	8916.3	8509.4	7157.1
Intangibles, Net	7141.2	7228	7305.6	7358.3	2176.1
Long Term Investments	9528	9968.8	8736.8	8637.5	6827
Other Assets, Total	1571.5	2891.4	8297.8	11795.3	12279.4
Payable/Accrued	834.6	775.5	1601.2	1539.2	1087.2
Accrued Expenses	1341	1352.1	1292.9	1395.5	646.5
Notes Payable/Short Term Debt	0	0	0	0	0
Other Current Liabilities, Total	668.7	1985.4	7680.5	10989.8	11563.5
Total Liabilities	14543.2	17189.8	22142.3	25557.8	22399.6
Total Long Term Debt	8078	9421.2	8796.7	8314.9	7634.8
Long Term Debt	8078	9421.2	8796.7	8314.9	7634.8
Deferred Income Tax	1662.7	1626.3	1523.5	1529.5	326.4
Minority Interest	1628.6	1183	658.9	839.3	753.6
Other Liabilities, Total	329.6	846.3	588.6	949.6	387.6
Total Equity	15213.6	15495.8	14361.8	13862.5	8578.8
Common Stock	113.2	113.2	113.2	113.2	98.1
Additional Paid-In Capital	7554.9	7688	7811.4	7860.8	6334.8
Retained Earnings (Accumulated Deficit)	7518.3	7169.2	6085	5917.8	5884.5
Treasury Stock - Common	-3040.9	-3043.6	-3253.8	-3452.5	-3003.6
Unrealized Gain (Loss)		0.7	0.8	0.8	0.3
Other Equity, Total	-942.4	-442.2	-405.3	-588.1	-735.3
Total Liabilities & Shareholders’ Equity	29756.8	32685.6	36504.1	39420.3	30978.4
Total Common Shares Outstanding	454.8	461.2	459.1	453.3	397.072
Redeemable Preferred Stock	4010.5	4010.5	4010.5	4010.5
Total Preferred Shares Outstanding	4	4	4	4

	Sep 2023	Jun 2023	Mar 2023	Dec 2022	Sep 2022
Cash and Short Term Investments	1241.5	1009.9	889	1234.7	1023.6
Cash & Equivalents	1241.5	1009.9	889	1234.7	1023.6
Total Receivables, Net	645.4	703.2	805.7	801.8	701.2
Accounts Receivable - Trade, Net	645.4	703.2	805.7	801.8	701.2
Prepaid Expenses
Total Assets	29431.5	29457.8	29733.3	29756.8	29271.9
Property/Plant/Equipment, Total - Net	586.2	585.3	572.6	561.1	504
Goodwill, Net	8568.8	8675	8603.1	8557.7	8406.3
Intangibles, Net	7100.1	7118	7130.8	7141.2	7145.5
Long Term Investments	9545.5	9603.4	9532.5	9528	9403.8
Other Assets, Total	1744	1763	2199.6	1932.3	2087.5
Payable/Accrued	1291.6	1360.7	1465.8	1314.8	1332.4
Accrued Expenses	733.6	570.6	434.7	860.8	680.4
Notes Payable/Short Term Debt	0	0	0	0	0
Other Current Liabilities, Total	408.4	444	648.5	668.7	754.3
Total Liabilities	14177.6	14128.9	14390.3	14543.2	14368.2
Total Long Term Debt	8470.6	8373.1	8262.4	8078	8035.8
Long Term Debt	8470.6	8373.1	8262.4	8078	8035.8
Deferred Income Tax	1613.3	1643.5	1691.3	1662.7	1678.8
Minority Interest	1337.8	1379.7	1466.8	1628.6	1599.8
Other Liabilities, Total	322.3	357.3	420.8	329.6	286.7
Total Equity	15253.9	15328.9	15343	15213.6	14903.7
Redeemable Preferred Stock	4010.5	4010.5	4010.5	4010.5	4010.5
Common Stock	113.2	113.2	113.2	113.2	113.2
Additional Paid-In Capital	7442.8	7433	7412.6	7554.9	7547
Retained Earnings (Accumulated Deficit)	7658.8	7617.9	7577.6	7518.3	7416.2
Treasury Stock - Common	-3010.8	-3027.4	-2888	-3040.9	-3052.2
Unrealized Gain (Loss)					0.7
Other Equity, Total	-960.6	-818.3	-882.9	-942.4	-1131.7
Total Liabilities & Shareholders’ Equity	29431.5	29457.8	29733.3	29756.8	29271.9
Total Common Shares Outstanding	449.6	448.6	458.2	454.8	454.8
Total Preferred Shares Outstanding	4	4	4	4	4

Annual
Quarterly

	2022	2021	2020	2019	2018
Net income/Starting Line	925.5	1969.4	807.5	737.8	883.1
Cash From Operating Activities	703.2	1078.1	1235.8	1109.2	691.2
Cash From Operating Activities	195.3	205.3	203.5	177.6	142.1
Non-Cash Items	266.5	-522.7	38.8	52.5	233.7
Cash Taxes Paid	301.4	431.7	223.8	193.7	322
Cash Interest Paid	67.4	85.7	93.1	99.4	100.8
Changes in Working Capital	-684.1	-573.9	186	141.3	-567.7
Cash From Investing Activities	-375.6	-847.9	-865.1	-1425.4	-2898.7
Capital Expenditures	-192.9	-108.8	-115	-124.3	-102.5
Other Investing Cash Flow Items, Total	-182.7	-739.1	-750.1	-1301.1	-2796.2
Cash From Financing Activities	-966.9	117.3	-285.9	201.3	1540
Financing Cash Flow Items	424.4	-191.9	-121.5	125.4	333.2
Total Cash Dividends Paid	-571.6	-544.5	-594.2	-652.7	-490.6
Issuance (Retirement) of Stock, Net	-244.7	-60.9	-47.1	-469.8	-51.8
Issuance (Retirement) of Debt, Net	-575	914.6	476.9	1198.4	1749.2
Foreign Exchange Effects	-73.7	-39.7	53.3	10.7	-44.8
Net Change in Cash	-713	307.8	138.1	-104.2	-712.3

	Mar 2023	Dec 2022	Sep 2022	Jun 2022	Mar 2022
Net income/Starting Line	165.8	925.5	624.7	456.4	237.5
Cash From Operating Activities	-98.9	703.2	239.7	-252.3	-375.4
Cash From Operating Activities	46.8	195.3	146.7	98.8	49.5
Non-Cash Items	47.5	266.5	348.1	201.2	96.9
Changes in Working Capital	-359	-684.1	-879.8	-1008.7	-759.3
Cash From Investing Activities	45.5	-375.6	-238	-155.8	-79.1
Capital Expenditures	-38.1	-192.9	-119.8	-57.1	-23.9
Other Investing Cash Flow Items, Total	83.6	-182.7	-118.2	-98.7	-55.2
Cash From Financing Activities	-178.5	-966.9	-798.8	-533	-55.3
Financing Cash Flow Items	-40.4	424.4	417.6	316.5	217.3
Total Cash Dividends Paid	-144.9	-571.6	-426.7	-281.8	-137
Issuance (Retirement) of Stock, Net	-27.7	-244.7	-240.1	-234.4	-232.5
Issuance (Retirement) of Debt, Net	34.5	-575	-549.6	-333.3	96.9
Foreign Exchange Effects	12.7	-73.7	-124	-73.2	-23.2
Net Change in Cash	-219.2	-713	-921.1	-1014.3	-533

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Invesco Company profile

About Invesco Ltd.

Invesco Ltd. (Invesco) is an independent investment management firm. Invesco serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East and Africa (EMEA) and Asia-Pacific in approximately 110 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. The Company's asset classes include money market, balanced, equity, fixed income and alternatives. Its asset management capabilities include mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), model portfolios, indexing and insurance solutions, individual savings accounts (ISA), investment companies with variable capital (ICVC), unit investment trusts (UIT), and variable insurance funds. Invesco's client base includes public and private entities, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions and sovereign wealth funds.

Financial summary

BRIEF: For the fiscal year ended 31 December 2021, Invesco Ltd. revenues increased 12% to $6.89B. Net income applicable to common stockholders excluding extraordinary items increased from $524.1M to $1.39B. Revenues reflect Americas segment increase of 14% to $5.17B, EMEA ex UK (Europe, Middle East, and Africa) segment increase of 12% to $724.8M. Net income benefited from Other gains and losses of CIP increase from $32.1M to $390M (income).

Equity composition

Common Shs. $0.20 Par, 06/11, 1.05B auth., 500,376,739 issd., less 49,500,000 of shs. in Treas. @ $1203.5M. Insiders control approx. 1.47%. IPO: N/A. PO: 4/98, 76.5M shs. @ $116byGoldman, Sachs & Co.05/07, Name Changed from Amvescap Plc.12/07, Name Changed from Invesco PLC (ADR).

Industry:

Investment Management

1331 Spring Street Nw
Suite 2500
ATLANTA
GEORGIA 30309
US

Income Statement

Annual
Quarterly

News

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