IVZ — Invesco Ltd price, chart and key statistics

Price data

Price

$29.44

YTD price return

+12.07%

YTD total return

+14.62%

Market cap

12.9B2016-12 12.4B2026-11 12.9B+4.4% over the window

Enterprise value

14.4B

Shares outstanding

439.5M2016-09 408.5M2026-09 439.5M+7.6% over the window

52W low

$21.82

52W high

$33.66

From 52W high

-12.54%

From 52W low

+34.92%

52W range

64%$21.82–$33.66

Beta

1.62

Volume

Rel volume

0.97×

30D volume

5.1M

30D $ vol

150.4M

Insider trading

Insider net 1WNo open-market insider purchase or sale with a transaction date in the last 7 days, as filed on Form 4.

none

Insider net 1MNo open-market insider purchase or sale with a transaction date in the last 30 days, as filed on Form 4.

none

Insider net 3M0 insider-days of buying (no priced lot) and 5 of selling ($7.2M) in the last 91 days, by transaction date, open-market transactions only — awards, exercises, tax withholding and employee-plan purchases are not counted. A Form 4 is filed within two business days of the trade, so the newest days may not be in yet.

−$7.2M

Insider net 1Y0 insider-days of buying (no priced lot) and 5 of selling ($7.2M) in the last 365 days, by transaction date, open-market transactions only — awards, exercises, tax withholding and employee-plan purchases are not counted. A Form 4 is filed within two business days of the trade, so the newest days may not be in yet.

−$7.2M

Form 4 transactions by trade date, as filed; latest on file 2026-09-11.

Fundamentals

Sales (ttm)

7.1B2016-09 4.8B2026-09 7.1B+49.3% over the window

Sales/share

$16.232016-09 $11.702026-09 $16.23+38.8% over the window

EPS (ttm)

-$0.702016-09 $1.982026-09 -$0.70-135.1% over the window

FCF (ttm)

1.8B2016-09 942M2026-09 1.8B+88.7% over the window

FCF/share

$4.042016-09 $2.312026-09 $4.04+75.3% over the window

Book value/share

$28.742016-09 $18.942026-09 $28.74+51.7% over the window

Net margin

-1.10%2016-09 17.4%2026-09 -1.1%-106.4% over the window

ROE

-0.62%2016-09 10.7%2026-09 -0.6%-105.8% over the window

ROA

-0.28%2016-09 3.4%2026-09 -0.3%-108.3% over the window

Debt / equity

0.10×2016-09 0.272026-09 0.10-62.1% over the window

Growth (CAGR, ttm) · 10Y

Sales

+13.66%2025-09-30 → 2026-09-306.3B → 7.1B (+13.7% total)+7.48%2023-09-30 → 2026-09-305.7B → 7.1B (+24.2% total)+1.08%2021-09-30 → 2026-09-306.8B → 7.1B (+5.5% total)+4.09%2016-09-30 → 2026-09-304.8B → 7.1B (+49.3% total)

FCF

+33.37%2025-09-30 → 2026-09-301.3B → 1.8B (+33.3% total)+27.72%2023-09-30 → 2026-09-30852.9M → 1.8B (+108.4% total)+2.98%2021-09-30 → 2026-09-301.5B → 1.8B (+15.8% total)+6.55%2016-09-30 → 2026-09-30942M → 1.8B (+88.7% total)

Shares

-1.25%2025-09-30 → 2026-09-30445.1M → 439.5M (-1.3% total)-0.75%2023-09-30 → 2026-09-30449.6M → 439.5M (-2.2% total)-0.96%2021-09-30 → 2026-09-30461.2M → 439.5M (-4.7% total)+0.73%2016-09-30 → 2026-09-30408.5M → 439.5M (+7.6% total)

Per-share growth (CAGR, ttm) · 10Y

Sales/share

+15.10%2025-09-30 → 2026-09-30$14.11 → $16.23 (+15.1% total)+8.29%2023-09-30 → 2026-09-30$12.78 → $16.23 (+27.0% total)+2.06%2021-09-30 → 2026-09-30$14.66 → $16.23 (+10.7% total)+3.33%2016-09-30 → 2026-09-30$11.70 → $16.23 (+38.8% total)

FCF/share

+35.06%2025-09-30 → 2026-09-30$2.99 → $4.04 (+35.0% total)+28.68%2023-09-30 → 2026-09-30$1.90 → $4.04 (+113.1% total)+3.97%2021-09-30 → 2026-09-30$3.33 → $4.04 (+21.5% total)+5.78%2016-09-30 → 2026-09-30$2.31 → $4.04 (+75.3% total)

Book value/share

-8.69%2025-09-30 → 2026-09-30$31.47 → $28.74 (-8.7% total)-5.39%2023-09-30 → 2026-09-30$33.93 → $28.74 (-15.3% total)-2.55%2021-09-30 → 2026-09-30$32.70 → $28.74 (-12.1% total)+4.26%2016-09-30 → 2026-09-30$18.94 → $28.74 (+51.7% total)

Dividend/share

+2.41%2025-09-30 → 2026-09-30$0.83 → $0.85 (+2.4% total)+3.24%2023-09-30 → 2026-09-30$0.77 → $0.85 (+10.0% total)+5.35%2021-09-30 → 2026-09-30$0.66 → $0.85 (+29.8% total)-2.55%2016-09-30 → 2026-09-30$1.10 → $0.85 (-22.7% total)

Price

+26.70%2025-11-04 → 2026-11-04$23.24 → $29.44 (+26.7% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+28.45%2023-11-03 → 2026-11-04$13.88 → $29.44 (+112.1% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+2.57%2021-11-04 → 2026-11-04$25.93 → $29.44 (+13.5% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.+0.56%2016-11-03 → 2026-11-04$27.85 → $29.44 (+5.7% total)Price appreciation from split-adjusted daily closes, excluding dividends; endpoints are exact trading-day anniversaries of the latest close.

Total return

+30.73%2025-11-04 → 2026-11-04$22.52 → $29.44 (+30.7% 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.+34.18%2023-11-03 → 2026-11-04$12.17 → $29.44 (+141.8% 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.+7.00%2021-11-04 → 2026-11-04$20.99 → $29.44 (+40.2% 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.+5.17%2016-11-03 → 2026-11-04$17.78 → $29.44 (+65.6% 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.

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.

-42.3×2016-12 14.942026-11 -164.47-1200.8% 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.

11.0×2016-12 10.452026-11 -39.93-482.0% over the window

Fwd P/E

9.0×

P/S (ttm)Market cap ÷ TTM revenue.

1.8×2016-12 2.592026-11 1.81-30.0% over the window

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

1.0×2016-12 1.602026-11 1.02-36.0% over the window

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

7.3×2016-12 13.162026-11 7.28-44.6% over the window

EV/Sales (ttm)

2.0×

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

13.73%2016-09 7.6%2026-09 13.4%+76.4% over the window

Dividend yield (fwd)Indicated annual dividend ÷ last close: the last regular payment × payments a year, from our own dividend record. Shown only for a company that pays the same amount each time (raises and cuts allowed), whose payments are on schedule and agree with the dividends it reports paying; a company whose payments vary in size, such as an unequal interim and final, has no forward figure — see the ttm yield.Div yieldIndicated annual dividend ÷ last close: the last regular payment × payments a year, from our own dividend record. Shown only for a company that pays the same amount each time (raises and cuts allowed), whose payments are on schedule and agree with the dividends it reports paying; a company whose payments vary in size, such as an unequal interim and final, has no forward figure — see the ttm yield.

2.92%

Dividend yield (ttm)Dividends paid over the last year ÷ last close: the last full cycle of regular payments in our own dividend record. Below the forward yield after a raise, above it after a cut. Shown only when the record holds that full cycle and it agrees with the dividends the company reports paying; otherwise —.

2.89%

Dividend/share (fwd)The indicated annual dividend: the last regular payment × payments a year, for a company that pays the same amount each time.

$0.86

Buyback yield (realized, 1y)1 − shares_at(2026-09-30) ÷ shares_at(2025-09-30) = 1 − 439.5M ÷ 445.1M. 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.

1.25%

Shareholder yield (realized, 1y)Buyback leg + dividend leg: shares retired over the year (1.25%) + dividends paid over that year ($385.1M) ÷ market_cap_at(2025-09-30) ($10.2B). Both legs are measured against the start of the window, so a payout can't shrink its own denominator.

5.02%

Buyback yield (cash, ttm)Buybacks net of issuance over the trailing twelve months ($220.4M) ÷ today's market cap ($12.9B). Dollars SPENT over what the company is worth NOW — a stock that fell after buying reads high.

1.70%2016-09 5.2%2026-09 1.7%-67.8% over the window

Shareholder yield (cash, ttm)(TTM buybacks net of issuance $220.4M + TTM dividends $385.1M) ÷ today's market cap ($12.9B). Same caveat as the cash buyback yield.

4.68%2016-09 8.9%2026-09 4.6%-48.5% over the window

Vs own 10Y history

P/E

66th

P/OI

83rd

P/S

71st

P/B

78th

P/FCF

31st