IVZ — Invesco Ltd price, chart and key statistics

Price data

Price

$30.53

Change YTD

+16.22%

Next earnings

Oct 27, 2026

Market cap

13.5B2016-09 12.8B2026-09 13.5B+5.5% over the window

Enterprise value

15.2B

Shares outstanding

441.5M2016-06 409.9M2026-06 441.5M+7.7% over the window

52W low

$20.67

52W high

$33.66

From 52W high

-9.30%

From 52W low

+47.70%

52W range

76%

Beta

1.62

Volume

Rel volume

1.75×

30D volume

3.8M

30D $ vol

121.9M

Fundamentals

Sales (ttm)

6.9B2016-06 4.9B2026-06 6.9B+42.3% over the window

Sales/share

$15.632016-06 $11.832026-06 $15.63+32.1% over the window

EPS (ttm)

-$0.182016-06 $1.982026-06 -$0.18-109.0% over the window

FCF (ttm)

1.9B2016-06 744.1M2026-06 1.9B+158.1% over the window

FCF/share

$4.352016-06 $1.822026-06 $4.35+139.7% over the window

Book value/share

$28.252016-06 $18.682026-06 $28.25+51.3% over the window

Net margin

-1.18%2016-06 17.3%2026-06 -1.2%-106.8% over the window

ROE

-0.65%2016-06 10.9%2026-06 -0.7%-106.0% over the window

ROA

-0.30%2016-06 3.6%2026-06 -0.3%-108.3% over the window

Debt / equity

0.13×2016-06 0.272026-06 0.13-51.9% over the window

Growth (CAGR, ttm) · 10Y

Sales

+12.19%2025-06-30 → 2026-06-306.2B → 6.9B (+12.2% total)+6.28%2023-06-30 → 2026-06-305.8B → 6.9B (+20.0% total)+1.18%2021-06-30 → 2026-06-306.5B → 6.9B (+6.0% total)+3.59%2016-06-30 → 2026-06-304.9B → 6.9B (+42.3% total)

FCF

+66.17%2025-06-30 → 2026-06-301.2B → 1.9B (+66.1% total)+25.68%2023-06-30 → 2026-06-30967.3M → 1.9B (+98.6% total)+7.55%2021-06-30 → 2026-06-301.3B → 1.9B (+43.9% total)+9.95%2016-06-30 → 2026-06-30744.1M → 1.9B (+158.1% total)

Shares

-1.00%2025-06-30 → 2026-06-30446M → 441.5M (-1.0% total)-0.53%2023-06-30 → 2026-06-30448.6M → 441.5M (-1.6% total)-0.88%2021-06-30 → 2026-06-30461.4M → 441.5M (-4.3% total)+0.75%2016-06-30 → 2026-06-30409.9M → 441.5M (+7.7% total)

Per-share growth (CAGR, ttm) · 10Y

Sales/share

+13.32%2025-06-30 → 2026-06-30$13.80 → $15.63 (+13.3% total)+6.84%2023-06-30 → 2026-06-30$12.82 → $15.63 (+22.0% total)+2.08%2021-06-30 → 2026-06-30$14.11 → $15.63 (+10.8% total)+2.82%2016-06-30 → 2026-06-30$11.83 → $15.63 (+32.1% total)

FCF/share

+67.85%2025-06-30 → 2026-06-30$2.59 → $4.35 (+67.8% total)+26.36%2023-06-30 → 2026-06-30$2.16 → $4.35 (+101.8% total)+8.50%2021-06-30 → 2026-06-30$2.89 → $4.35 (+50.4% total)+9.14%2016-06-30 → 2026-06-30$1.82 → $4.35 (+139.7% total)

Book value/share

-9.20%2025-06-30 → 2026-06-30$31.11 → $28.25 (-9.2% total)-6.14%2023-06-30 → 2026-06-30$34.17 → $28.25 (-17.3% total)-2.65%2021-06-30 → 2026-06-30$32.31 → $28.25 (-12.6% total)+4.23%2016-06-30 → 2026-06-30$18.68 → $28.25 (+51.3% total)

Dividend/share

+2.43%2025-06-30 → 2026-06-30$0.83 → $0.85 (+2.4% total)+3.60%2023-06-30 → 2026-06-30$0.76 → $0.85 (+11.2% total)+5.72%2021-06-30 → 2026-06-30$0.64 → $0.85 (+32.0% total)-2.51%2016-06-30 → 2026-06-30$1.09 → $0.85 (-22.5% total)

Price

+34.82%2025-09-18 → 2026-09-18$22.65 → $30.53 (+34.8% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+26.08%2023-09-18 → 2026-09-18$15.23 → $30.53 (+100.5% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+3.07%2021-09-17 → 2026-09-18$26.25 → $30.53 (+16.3% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+0.12%2016-09-16 → 2026-09-18$30.18 → $30.53 (+1.2% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.

Total return

+39.11%2025-09-18 → 2026-09-18$21.95 → $30.53 (+39.1% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+31.71%2023-09-18 → 2026-09-18$13.36 → $30.53 (+128.6% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+7.51%2021-09-17 → 2026-09-18$21.25 → $30.53 (+43.7% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.+4.71%2016-09-16 → 2026-09-18$19.26 → $30.53 (+58.5% total)Total return with dividends reinvested (adjusted daily closes); endpoints are exact trading-day anniversaries of the latest close. The gap against the Price row is the dividend contribution.

Fundamentals end at the last reported quarter; price and total return end at the latest close.

Valuation

P/E (ttm)Price ÷ TTM diluted EPS. Net income carries everything below the operating line, including one-off gains. Negative when the trailing year lost money.

-170.3×2016-09 15.402026-09 -165.39-1174.0% over the window

P/OI (ttm)Price ÷ TTM operating income. Excludes the below-the-line items that make P/E jump — mark-to-market gains, settlements, tax true-ups.

11.0×2016-09 10.772026-09 -27.52-355.4% over the window

Fwd P/E

9.2×

P/S (ttm)Market cap ÷ TTM revenue.

2.0×2016-09 2.672026-09 1.95-26.9% over the window

P/B (mrq)Market cap ÷ stockholders' equity at the most recent quarter end.

1.1×2016-09 1.652026-09 1.08-34.5% over the window

P/FCF (ttm)Market cap ÷ TTM free cash flow (operating cash flow − capex).

7.0×2016-09 12.562026-09 7.02-44.1% over the window

EV/Sales (ttm)

2.2×

FCF yield (ttm)TTM free cash flow ÷ market cap — the inverse of P/FCF.

14.25%2016-06 5.8%2026-06 16.5%+183.4% over the window

Dividend yield (fwd)Indicated forward annual dividend ÷ current price — the rate the company has announced, not what was actually paid over the past year.

2.77%

Dividend/share (fwd)

$0.85

Buyback yield (realized, 1y)1 − shares_at(2026-06-30) ÷ shares_at(2025-06-30) = 1 − 441.5M ÷ 446.0M. Point-in-time share counts from the company's own SEC filings (the same count at both ends), published only when the cash flow statement shows repurchases inside that window. A falling price can't inflate it; negative means net dilution.

1.00%

Shareholder yield (realized, 1y)Buyback leg + dividend leg: shares retired over the year (1.00%) + dividends paid over that year ($381.7M) ÷ market_cap_at(2025-06-30) ($7B). Both legs are measured against the start of the window, so a payout can't shrink its own denominator.

6.43%

Buyback yield (cash, ttm)Buybacks net of issuance over the trailing twelve months ($174.6M) ÷ today's market cap ($13.5B). Dollars SPENT over what the company is worth NOW — a stock that fell after buying reads high.

1.30%2016-06 5.6%2026-06 1.5%-73.0% over the window

Shareholder yield (cash, ttm)(TTM buybacks net of issuance $174.6M + TTM dividends $381.7M) ÷ today's market cap ($13.5B). Same caveat as the cash buyback yield.

4.13%2016-06 9.2%2026-06 4.8%-47.8% over the window

Vs own 10Y history

P/E

99th

P/OI

80th

P/S

78th

P/B

79th

P/FCF

26th