Invesco Ltd. (IVZ) Fund Overview
Invesco Ltd. (IVZ) — price $30.50 (-0.52%), as of the Oct 5, 2026 trading session. Expected results Oct 27, 2026.
Educational signal · not a buy or sell recommendation · How to read this
Invesco Ltd. · IVZ · NYSE
Invesco Ltd. is a global investment management firm offering a wide range of investment solutions to retail, institutional, and high-net-worth clients. The company manages assets across diverse asset classes, including equities, fixed income, and alternative investments.
Price as of Oct 5, 2026
Key Statistics
Not scored: this is a debt/preferred or other non-common instrument, or its reported market value does not match its share basis.
Price & valuation
| Measure | Value | As of |
|---|---|---|
| Latest provided price | $30.50 | |
| Change on the day | -0.52% | |
| 52-week range | $20.67 – $33.66 | |
| Shares traded on the day | 3.65M |
Price & events
Other perspectives
Council score for Invesco (IVZ): perspectives
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Legends Council
6 lenses, 0 current
AI simulations built from the named investors' published principles. Not affiliated with, endorsed by, or the opinion of these individuals. How these lenses are built
Read on: Sep 26, 2026 · older than the 27 hours refresh window; not a current reading
Munger's Mindset
Balance Sheet & Valuation · historical
Read on: Apr 29, 2026 · older than the 27 hours refresh window; not a current reading
How to read these bars and different assessments
Council is a separate blend of available disciplines; MoonshotScore above remains the five-pillar research rating.
Bars show each model's ordered assessment on its own scale, not a probability or a comparable investment return. The adjacent words give the assessment; more filled segments indicate a stronger model reading.
On Apr 29, 2026, the Munger lens read the price at that time as fairly valued against its own estimate of value.
Readings on this page are from Oct 6, 2026, except a card that shows its own read date.
Watch the IVZ film — every key number, told as a short cinematic story
~2 min · open the film
What is Invesco (IVZ), and what does it report?
Short answer · as of
A current FMP business description is unavailable; the listing and provider classification below are the available identity facts. Invesco Ltd. (IVZ) is listed on NYSE. It employs 7,405 people and is led by Andrew Ryan Schlossberg. In Q2 FY2026 it reported revenue of $1.83B and net income of $382M.
What do the latest results show for Invesco (IVZ)?
Short answer · as of
The most recent reported quarter, Q2 FY2026, carried revenue of $1.83B. Against analyst estimates the company has EPS beat 6 of 8 reports.
Quarterly income statement — 4 quarters
| Period | Revenue | Net income | EPS |
|---|---|---|---|
| Q2 FY2026 | $1.83B | $382M | $0.76 (diluted) |
| Q1 FY2026 | $1.74B | $269M | $0.51 (diluted) |
| Q4 FY2025 | $1.69B | -$1.06B | -$2.61 (diluted) |
| Q3 FY2025 | $1.64B | $346M | $0.66 (diluted) |
What are the financial strengths and risks for Invesco (IVZ)?
Short answer
The distress and quality screens read Altman Z 1.06 · Piotroski F 6. Trailing ratios: ROE -0.5% · ROA -0.2% · current ratio 0.71 · earnings yield -0.5% · free-cash-flow yield 14.6%.
Data-derived red flags
- Financial-distress signal — its Altman Z-Score of 1.06 sits in the distress zone (elevated bankruptcy risk).
- Negative return on equity (-0.5%) — the business is not currently generating profit on shareholder capital.
What should you watch next at Invesco (IVZ)?
Short answer · as of
The next earnings report is expected on Oct 27, 2026.
What the records here don't tell us
- No forward revenue or earnings estimate is on file.
Checked against the records this page reads, on the dates shown above.
The records behind this page
Insider activity
Form 4 records via FMP · Of the newest 100 records, those within the last 180 days, newest dated Sep 11, 2026
- Transactions
- 43
- Identified insiders
- 17
- Purchases
- 0
- Sales
- 5
- Other transactions
- 38
Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent.
What has been published about Invesco (IVZ)?
- Forget Waiting Three Months for SPY’s Dividend. Invesco’s High-Dividend Fund Pays Every Month
- Forget SPY: Invesco’s Fund Gives the Smallest S&P 500 Company the Same Say as the Largest
- Morgan Stanley Maintains Equal-Weight on Invesco, Raises Price Target to $31
- Morgan Stanley Adjusts Price Target on Invesco to $31 From $30, Maintains Equalweight Rating
Invesco Stock: Key Questions Answered
These answers are editorial: 1 of these 1 answer is drawn from the IVZ research dossier (written May 10, 2026 by gemini-2.0-flash). Figures in this section are not part of the source register.
What does Invesco Ltd. do?
Invesco Ltd. is a global investment management firm that provides a wide range of investment solutions to retail, institutional, and high-net-worth clients.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated May 10, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief.
Sources — records for every figure on this page (15 figures)
The 15 rows below are exactly the facts the evidence-backed sections of this page printed — the 10-second verdict, the MoonshotScore, price and market value, the five questions with their receipts, and the records behind this page. Known dates and sources are recorded on their own rows; an em dash or UNRECORDED tier preserves a stored observation without inventing either. The quarterly income statement is provider-standardized (FMP) under one row, and scale definitions — a 0-100 rating, the band ladder, the Piotroski 0–9 range — are fixed rather than measured. No number in those sections was generated by a model. The register does not cover quoted third-party headlines, the dated council readings, or the Frequently Asked Questions; each of those says where it came from where it stands.
"As of" is the date the value is true for where the source carries one — a quarter end, a filing date, a price close, the day the score was computed. A cached observation with no source date remains undated; the page publication date is not used as a substitute.
FMP — 8 facts from Financial Modeling Prep endpoint families
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
px.last | Latest provided price | $30.50 | FMP | Financial Modeling Prep (FMP) · quote — Dated to the US trading session the price belongs to, derived from the quote record's timestamp (weekend and pre-open reads roll back to the previous weekday; exchange holidays are not modelled). The record does not establish an exchange execution time. Retrieved 2026-10-05T21:54:44.253Z. | |
px.change | Change on the day | -0.52% | FMP | Financial Modeling Prep (FMP) · quote | |
px.change_abs | Change on the day, in dollars | −$0.16 | FMP | Financial Modeling Prep (FMP) · quote | |
px.volume | Shares traded on the day | 3.65M | FMP | Financial Modeling Prep (FMP) · quote | |
fin.q_revenue | Revenue, Q2 FY2026 | $1.83B | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_income | Net income, Q2 FY2026 | $382M | FMP | Financial Modeling Prep (FMP) · income statement (quarterly) | |
fin.q_table | Quarterly income statement | 4 quarters through Q2 FY2026 | FMP | Financial Modeling Prep (FMP) · income statement (quarterly), as filed | |
own.insiders | Insider transactions via FMP | 43 transactions · 0 purchases, 5 sales, 38 other transactions · 17 identified insiders · of the newest 100 records, those within the last 180 days, newest dated Sep 11, 2026 | FMP | Financial Modeling Prep (FMP), carrying Form 4 transaction records — Purchases and sales use the reported transaction category. Other transactions include awards, exercises, gifts, withholding and unclassified activity; an acquisition or disposition alone is not a purchase or sale. These records do not establish intent. |
UNRECORDED — 7 facts from stored observations whose source was not recorded
| Fact ID | Fact | Value as shown | As of | Tier | Source |
|---|---|---|---|---|---|
earn.next | Next earnings date | Oct 27, 2026 | UNRECORDED | Stored earnings-calendar observation — Captured 2026-09-14 | |
px.range52 | 52-week range | $20.67 – $33.66 | UNRECORDED | Stored company-profile observation — Captured 2026-09-30 | |
id.employees | Employees | 7,405 | UNRECORDED | Stored company-profile observation — Captured 2026-09-30 | |
id.ceo | Chief executive | Andrew Ryan Schlossberg | UNRECORDED | Stored company-profile observation — Captured 2026-09-30 | |
earn.history | Reported versus estimated, recent quarters | EPS beat 6 of 8 | UNRECORDED | Stored earnings-history observation — Captured 2026-09-30 · Expired observation | |
fin.scores | Distress and quality screens | Altman Z 1.06 · Piotroski F 6 | UNRECORDED | Stored financial-scores observation — Captured 2026-10-04 · Expired observation | |
fin.ratios | Return and yield ratios (trailing twelve months) | ROE -0.5% · ROA -0.2% · current ratio 0.71 · earnings yield -0.5% · free-cash-flow yield 14.6% | — | UNRECORDED | Stored key metrics — Date unknown |
- Published
- Research standards
- Methodology · Editorial policy · Corrections
- Report a number
- sedat@stockexpertai.com
Data provided for informational purposes only.
ETFs that hold IVZ
Funds in our ETF coverage that list IVZ among the top 10 holdings on their fund page, largest weight first. Each weight is the fund's reported holding weight as of the date in its row.
| ETF | Weight | Holdings as of |
|---|---|---|
| NEOS Long/Short Equity Income ETF (NLSI) | 4.15% | |
| Dimensional - US Small Cap Value ETF (DFSV) | 0.72% |