down arrow

Invesco Ltd.

  • Market Cap: Small Cap
  • Industry: Capital Markets
  • ISIN: BMG491BT1088
USD
25.21
0.82 (3.36%)

Dec 04

NYS

 Click here to see other stocks
  • Price Points
  • Score
  • Mojo Parameters
  • Total Return
  • News and Corporate Actions
  • Key factors
  • Shareholding
  • Financials
  • CompanyCV
stock-summaryPrice Point
High/Low

1Day

24.6525.68

52 Week

11.6025.68
Valuation
Technical
Day's Volume

CASH

1.49 M

Shareholding (Mar 2025)

FII

13.73%

Held by 252 FIIs

DII

54.21%

Held by 79 DIIs

Promoter

0.05%

How big is Invesco Ltd.?

22-Jun-2025

As of Jun 18, Invesco Ltd. has a market capitalization of 8,021.67 million, with net sales of 6,105.00 million and a net profit of 805.50 million over the latest four quarters. The company reported shareholder's funds of 14,559.90 million and total assets of 27,008.90 million as of Dec 24.

Market Cap: As of Jun 18, Invesco Ltd. has a market capitalization of 8,021.67 million, categorizing it as a Mid Cap company.<BR><BR>Recent Quarterly Performance: For the latest four quarters, Invesco Ltd. reported net sales of 6,105.00 million and a net profit of 805.50 million.<BR><BR>Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 14,559.90 million and total assets of 27,008.90 million.

Read More

What does Invesco Ltd. do?

22-Jun-2025

Invesco Ltd. is an independent investment management company with a market capitalization of approximately $8 billion, reporting net sales of $1.574 billion and a net profit of $267 million for Q1 2025. Key metrics include a P/E ratio of 10.00 and a dividend yield of 3.48%.

Overview: <BR>Invesco Ltd. is an independent investment management company operating in the Capital Markets industry, with a mid-cap market capitalization.<BR><BR>Financial Snapshot: <BR>Most recent Net Sales: 1,574 Million (Quarterly Results - Mar 2025) <BR>Most recent Net Profit: 267 Million (Quarterly Results - Mar 2025) <BR>Market-cap: USD 8,021.67 Million (Mid Cap)<BR><BR>Key Metrics: <BR>P/E: 10.00 <BR>Dividend Yield: 3.48% <BR>Debt Equity: -999,999.00 <BR>Return on Equity: 5.47% <BR>Price to Book: 0.55<BR><BR>Contact Details: <BR>Address: 1555 Peachtree St NE Ste 1800, ATLANTA GA: 30309-2499 <BR>Tel: ['1 404 8920896', '1 404 7244284'] <BR>Website: http://www.invesco.com

Read More

Who are in the management team of Invesco Ltd.?

22-Jun-2025

As of March 2022, the management team of Invesco Ltd. is led by CEO Martin Flanagan and includes Vice Chairman Loren Starr, along with several independent directors: Thomas Finke, Edward Garden, Nelson Peltz, Sarah Beshar, and William Glavin.

As of March 2022, the management team of Invesco Ltd. includes the following individuals:<BR><BR>- Mr. Martin Flanagan, who serves as the President, Chief Executive Officer, and Director.<BR>- Mr. Loren Starr, who is the Vice Chairman of the Board.<BR>- Mr. Thomas Finke, who is an Independent Director.<BR>- Mr. Edward Garden, who is also an Independent Director.<BR>- Mr. Nelson Peltz, another Independent Director.<BR>- Ms. Sarah Beshar, who holds the position of Non-Executive Independent Director.<BR>- Mr. William Glavin, who is a Non-Executive Independent Director.<BR><BR>In summary, the management team consists of a mix of executive and independent directors, with Mr. Martin Flanagan leading as the CEO.

Read More

Is Invesco Ltd. technically bullish or bearish?

20-Sep-2025

As of August 1, 2025, Invesco Ltd. has a bullish technical trend, supported by positive MACD indicators, moving averages, and performance that outpaces the S&P 500 over the past month and year-to-date, despite lagging in longer time frames.

As of 1 August 2025, the technical trend for Invesco Ltd. has changed from mildly bullish to bullish. The current stance is bullish, supported by weekly and monthly MACD indicators, which are both bullish, and Bollinger Bands showing bullish signals in both time frames. Daily moving averages are also bullish. The KST is bullish on both weekly and monthly charts, while the Dow Theory indicates a mildly bullish stance on a monthly basis. The OBV shows a mildly bullish trend weekly but is mildly bearish monthly.<BR><BR>In terms of performance, Invesco has outperformed the S&P 500 over the past month (7.86% vs. 2.33%) and year-to-date (29.58% vs. 12.22%), although it lags behind the S&P 500 on a 3-year and 10-year basis. Overall, the technical indicators suggest a strong bullish sentiment for Invesco Ltd. at this time.

Read More

Is Invesco Ltd. overvalued or undervalued?

05-Nov-2025

As of October 31, 2025, Invesco Ltd. is considered very attractive in valuation due to its undervalued metrics, including a P/E ratio of 10 and strong year-to-date returns of 32.95%, despite recent short-term underperformance against the S&P 500.

As of 31 October 2025, the valuation grade for Invesco Ltd. moved from attractive to very attractive, indicating a strong improvement in its valuation outlook. The company appears undervalued based on key metrics, including a P/E ratio of 10, a Price to Book Value of 0.54, and an EV to EBITDA ratio of 5.79. In comparison to peers, Ares Capital Corp. has a P/E of 11.72, while Franklin Resources, Inc. shows a P/E of 14.94, suggesting that Invesco Ltd. is trading at a discount relative to its industry counterparts.<BR><BR>Despite recent underperformance against the S&P 500 over the short term, with a 1-week return of -0.94% compared to the index's 0.71%, Invesco Ltd. has delivered a solid year-to-date return of 32.95%, outpacing the S&P 500's 16.30%. This performance, combined with its attractive valuation metrics, reinforces the conclusion that Invesco Ltd. is currently undervalued.

Read More
iScoreScore
Click here to find our call on this stock
Strong Sell
Sell
Hold
Buy
Strong Buy

MarketsMojo — Loved in India, Now Global

The power of Mojo is now in 29 countries. Explore global equities with the same cutting-edge features you love.

Dashboard
1

Poor long term growth as Operating profit has grown by an annual rate of -5.79%

 
2

Positive results in Jun 25

3

With ROE of 5.47%, it has a very attractive valuation with a 0.54 Price to Book Value

4

Market Beating Performance

stock-summaryMojo Parameters
Mojo Parameters
Stock DNA
stock-summary
Industry

Capital Markets

stock-summary
Market cap

USD 12,119 Million (Small Cap)

stock-summary
P/E

10.00

stock-summary
Industry P/E

NA

stock-summary
Dividend Yield

2.32%

stock-summary
Debt Equity

-999,999.00

stock-summary
Return on Equity

5.88%

stock-summary
Price to Book

0.87

Revenue and Profits:
Net Sales:
1,549 Million
(Quarterly Results - Jun 2025)
Net Profit:
197 Million
stock-summaryTotal Returns
Total Returns (Price + Dividend) stock-summary
TimePeriod
Price Return
Dividend Return
Total Return
3 Months
14.8%
0%
14.8%
6 Months
74.83%
0%
74.83%
1 Year
39.28%
0%
39.28%
2 Years
67.73%
0%
67.73%
3 Years
32.06%
0%
32.06%
4 Years
12.39%
0%
12.39%
5 Years
41.71%
0%
41.71%

Invesco Ltd. for the last several years.

Risk Adjusted Returns v/s stock-summary
stock-summaryNews & Corporate Actions
News

Is Invesco Ltd. overvalued or undervalued?

As of 31 October 2025, the valuation grade for Invesco Ltd. moved from attractive to very attractive, indicating a strong improvement in its valuation outlook. The company appears undervalued based on key metrics, including a P/E ratio of 10, a Price to Book Value of 0.54, and an EV to EBITDA ratio of 5.79. In comparison to peers, Ares Capital Corp. has a P/E of 11.72, while Franklin Resources, Inc. shows a P/E of 14.94, suggesting that Invesco Ltd. is trading at a discount relative to its industry counterparts. Despite recent underperformance against the S&P 500 over the short term, with a 1-week return of -0.94% compared to the index's 0.71%, Invesco Ltd. has delivered a solid year-to-date return of 32.95%, outpacing the S&P 500's 16.30%. This performance, combined with its attractive valuation metrics, reinforces the conclusion that Invesco Ltd. is currently undervalued....

Read More

Is Invesco Ltd. overvalued or undervalued?

As of 31 October 2025, Invesco Ltd. has moved from an attractive to a very attractive valuation grade. The company appears to be undervalued, supported by a P/E ratio of 10, a Price to Book Value of 0.54, and an EV to EBITDA ratio of 5.79. In comparison, Franklin Resources, Inc. has a P/E of 14.94 and an EV to EBITDA of 5.52, while Stifel Financial Corp. shows a P/E of 18.08 and an EV to EBITDA of 9.88, highlighting Invesco's relative undervaluation within its peer group. Despite recent underperformance over the short term, with a 1-week return of 0.51% compared to the S&P 500's 0.71%, Invesco has outperformed the index year-to-date with a return of 34.90% versus the S&P 500's 16.30%. This suggests that while the stock may have faced some recent volatility, its long-term potential remains strong....

Read More

Is Invesco Ltd. overvalued or undervalued?

As of 31 October 2025, the valuation grade for Invesco Ltd. has moved from attractive to very attractive, indicating a strong improvement in its valuation outlook. The company appears undervalued, supported by a P/E ratio of 10, a price-to-book value of 0.54, and an EV to EBITDA ratio of 5.79. In comparison, Franklin Resources, Inc. has a P/E of 14.94 and an EV to EBITDA of 5.52, while Stifel Financial Corp. shows a P/E of 18.08 and an EV to EBITDA of 9.88, highlighting Invesco's relative attractiveness in the capital markets industry. Additionally, Invesco has outperformed the S&P 500 with a year-to-date return of 35.58% compared to the index's 16.30%, reinforcing the notion that the stock is positioned well in the market....

Read More
Announcements stock-summary
Icon
No announcement available
Corporate Actions stock-summary
Icon
No corporate action available
stock-summaryKey Factors
Quality key factors stock-summary
Factor
Value
Sales Growth (5y)
-0.57%
EBIT Growth (5y)
-5.79%
EBIT to Interest (avg)
6.11
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
24.53%
Dividend Payout Ratio
69.23%
Pledged Shares
0
Institutional Holding
97.87%
ROCE (avg)
13.05%
ROE (avg)
7.41%
Valuation key factors
Factor
Value
P/E Ratio
10
Industry P/E
Price to Book Value
0.54
EV to EBIT
6.96
EV to EBITDA
5.79
EV to Capital Employed
0.47
EV to Sales
1.00
PEG Ratio
NA
Dividend Yield
3.51%
ROCE (Latest)
6.81%
ROE (Latest)
5.47%
Technicals key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Bullish
RSI
No Signal
No Signal
Bollinger Bands
Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bullish
Dow Theory
Mildly Bearish
No Trend
OBV
Bullish
Bullish
stock-summary Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish  Turned 
stock-summaryShareholding
Shareholding Snapshot : Mar 2025stock-summary
Shareholding Compare (%holding) stock-summary
Majority shareholders

Domestic Funds

Domestic Funds

Held in 94 Schemes (31.99%)

Foreign Institutions

Held by 252 Foreign Institutions (13.73%)

Strategic Entities with highest holding

Highest Public shareholder

stock-summaryFinancial
[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQ",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -1.56% vs 4.01% in Mar 2025",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "QoQ Growth in quarter ended Jun 2025 is -26.15% vs 11.98% in Mar 2025",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Mar'25",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "1,549.10",
          "val2": "1,573.60",
          "chgp": "-1.56%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "326.60",
          "val2": "349.80",
          "chgp": "-6.63%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "20.70",
          "val2": "13.10",
          "chgp": "58.02%",
          "chgp_class": "negative"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "197.40",
          "val2": "267.30",
          "chgp": "-26.15%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "184.90%",
          "val2": "195.90%",
          "chgp": "-1.10%",
          "chgp_class": "negative"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is 8.47% vs -6.45% in Dec 2023",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is 547.32% vs -118.17% in Dec 2023",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "6,009.10",
          "val2": "5,540.10",
          "chgp": "8.47%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "977.60",
          "val2": "892.30",
          "chgp": "9.56%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "58.00",
          "val2": "70.50",
          "chgp": "-17.73%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "-1,290.50",
          "chgp": "100.00%",
          "chgp_class": "positive"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "752.40",
          "val2": "-168.20",
          "chgp": "547.32%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "132.80%",
          "val2": "128.10%",
          "chgp": "0.47%",
          "chgp_class": "positive"
        }
      ]
    }
  }
]
Quarterly Results Snapshot (Consolidated) - Jun'25 - QoQstock-summary
Jun'25
Mar'25
Change(%)
Net Sales
1,549.10
1,573.60
-1.56%
Operating Profit (PBDIT) excl Other Income
326.60
349.80
-6.63%
Interest
20.70
13.10
58.02%
Exceptional Items
0.00
0.00
Consolidate Net Profit
197.40
267.30
-26.15%
Operating Profit Margin (Excl OI)
184.90%
195.90%
-1.10%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

QoQ Growth in quarter ended Jun 2025 is -1.56% vs 4.01% in Mar 2025

Direction Arrows
Consolidated Net Profit

QoQ Growth in quarter ended Jun 2025 is -26.15% vs 11.98% in Mar 2025

All Quarterly Resultsstock-summary
Annual Results Snapshot (Consolidated) - Dec'24stock-summary
Dec'24
Dec'23
Change(%)
Net Sales
6,009.10
5,540.10
8.47%
Operating Profit (PBDIT) excl Other Income
977.60
892.30
9.56%
Interest
58.00
70.50
-17.73%
Exceptional Items
0.00
-1,290.50
100.00%
Consolidate Net Profit
752.40
-168.20
547.32%
Operating Profit Margin (Excl OI)
132.80%
128.10%
0.47%
USD in Million.
stock-summary Compare with Peers
Direction Arrows
Net Sales

YoY Growth in year ended Dec 2024 is 8.47% vs -6.45% in Dec 2023

Direction Arrows
Consolidated Net Profit

YoY Growth in year ended Dec 2024 is 547.32% vs -118.17% in Dec 2023

All Annual Resultsstock-summary
stock-summaryCompany CV
About Invesco Ltd. stock-summary
stock-summary
Invesco Ltd.
Capital Markets
Invesco Ltd. (Invesco) is an independent investment management company. The Company provides a range of investment capabilities and outcomes, which are delivered through a set of investment vehicles, to help clients achieve their investment objectives. It has a presence in the retail and institutional markets within the investment management industry in North America; Europe, Middle East and Africa (EMEA), and Asia-Pacific. Its Jemstep solution provides wealth management home offices and their advisors with a suite of technology solutions that are customizable and are integrated into existing systems. The solution offers advisors an open architecture platform that includes Invesco's fundamental and factor-based investment strategies. It offers retail products within various asset classes. It offers a suite of domestic and global strategies, including traditional and quantitative equities, fixed income and absolute return strategies.
Company Coordinates stock-summary
Company Details
1555 Peachtree St NE Ste 1800 , ATLANTA GA : 30309-2499
stock-summary
Tel: 1 404 89208961 404 7244284
stock-summary
http://www.invesco.com
stock-summary
Registrar Details
Stock List
ABCDEFGHIJKLMNOPQRSTUVWXYZOther
Footer Logo
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
GET THE MARKETSMOJO APP
Company
Stocks
Portfolio
Market
Webinars
"Investment in securities markets are subject to market risk. Read all the related documents carefully before investing."