UP!
 |
|
|
Type
|
Public |
|---|---|
| Traded as | NYSE: IVZ S&P 500 Component |
| Industry | Financial services |
| Founded | 1935 |
| Headquarters | Atlanta, Georgia, U.S. |
|
Key people
|
Rex D. Adams, Chairman Martin L. Flanagan (CEO), Phil Taylor Sr Director Mark Armour, Sr Director Wilbur Ross, CEO WL Ross |
| Products | Investment management: real estate, distressed investing, bank loans, quantitative equity, fundamental equity, Fixed income, hedge funds, Fund of funds, environmental investing and ETFs |
| Revenue |
|
|
Operating income
|
|
|
Net income
|
|
| Total assets |
|
| Total equity |
|
|
Number of employees
|
6,189 (2011) |
| Website | www.invesco.com |
Invesco Ltd. is an American independent investment management company that is headquartered in Atlanta, Georgia, United States, and has branch offices in 20 countries. Its common stock is a constituent of the S&P 500 and trades on the New York stock exchange. Invesco operates under the Invesco, Trimark, Invesco Perpetual, WL Ross and Powershares brand names.
INVESCO (all caps) was created in Atlanta in 1978 when Citizens & Southern National Bank divested its money management operations. In 1988, the company was purchased by the British firm Britannia Arrow, based in London, which later took the INVESCO name. In 1997 INVESCO PLC merged with AIM Investments. Upon completion of the merger the company adopted the name Amvescap.
Since 2000 Invesco has grown through acquisitions such as the ETF firm PowerShares Capital Management and the restructuring of WL Ross & Co.
In 2004, the company agreed to a $450 million settlement with the Attorneys General of New York, Colorado and the SEC after allegations of improper trading practices.
In May 2007 the company changed their name to Invesco (initial cap only) PLC, moved its primary stock market listing from the London Stock Exchange to the NYSE and became domiciled in Bermuda, adopting the name Invesco Ltd. As a result, the company's shares were withdrawn from the FTSE 100 Index and added to the Russell 1000 index. In November 2007, Invesco moved its headquarters from London to Atlanta.
Invesco plans to list the PowerShares Global Progressive Transportation Portfolio (PTRP on the Nasdaq Stock Market.
On October 19, 2009, Invesco bought Morgan Stanley's Retail Unit, including Van Kampen Investments for $1.5 billion.
In April 2010, Invesco Aim became Invesco. Later that year, it was reported that Invesco had plans to introduce a Risk parity commodity fund according to regulatory filings.
In December 2013, Invesco reported assets under management (AUM) of $778.7 billion
In September 2017, Invesco agreed to buy Guggenheim Investment's exchange-traded fund business for $1.2 Billion in cash.
| Period | Date | Adjusted Actuals EPS | GAAP EPS |
|---|---|---|---|
| Q1 2023 | 2023-04-25 | Future report Set alerts | |
| Q4 2022 | 2023-01-24 | 0.39 | 0.39 |
| Q3 2022 | 2022-10-25 | 0.34 | 0.34 |
| Q2 2022 | 2022-07-27 | 0.39 | 0.39 |
| Q1 2022 | 2022-04-26 | 0.56 | 0.56 |
| Q4 2021 | 2022-01-25 | 0.86 | 0.86 |
| Q3 2021 | 2021-10-26 | 0.77 | 0.77 |
| Q2 2021 | 2021-07-27 | 0.78 | 0.78 |
| Q1 2021 | 2021-04-27 | 0.68 | 0.68 |
| Q4 2020 | 2021-01-26 | 0.72 | 0.72 |
| 2016-07-11 | Reiterated Rating | Jefferies Group | Buy | $35.00 to $30.00 |
| 2016-07-10 | Reiterated Rating | Deutsche Bank AG | Buy | |
| 2016-07-07 | Lower Price Target | Barclays PLC | Overweight | $37.00 to $35.00 |
| 2016-06-27 | Downgrade | Citigroup Inc. | Buy to Neutral | $38.00 to $27.00 |
| 2016-06-27 | Reiterated Rating | Deutsche Bank | Buy | $35.00 |
| 2016-06-27 | Reiterated Rating | Deutsche Bank AG | Buy | $35.00 |
| 2016-06-20 | Reiterated Rating | Jefferies Group | Buy | $35.00 |
| 2016-06-16 | Lower Price Target | Deutsche Bank | Buy | $35.00 to $34.00 |
| 2016-06-10 | Reiterated Rating | Jefferies Group | Buy | |
| 2016-06-08 | Reiterated Rating | Wells Fargo | Buy | |
| 2016-06-08 | Reiterated Rating | Wells Fargo & Co. | Buy | |
| 2016-04-30 | Reiterated Rating | Morgan Stanley | Buy | |
| 2016-04-19 | Reiterated Rating | Deutsche Bank | Buy | $35.00 |
| 2016-04-12 | Reiterated Rating | Jefferies Group | Buy | |
| 2016-04-12 | Reiterated Rating | Wells Fargo | Buy | |
| 2016-04-07 | Reiterated Rating | JPMorgan Chase & Co. | Buy | $36.00 to $39.00 |
| 2016-04-04 | Reiterated Rating | Jefferies Group | Buy | $35.00 |
| 2016-04-02 | Reiterated Rating | Piper Jaffray | Buy | $41.00 |
| 2016-04-02 | Reiterated Rating | Piper Jaffray Cos. | Buy | $41.00 |
| 2016-04-01 | Reiterated Rating | Deutsche Bank | Buy | $34.00 |
| 2016-04-01 | Reiterated Rating | Morgan Stanley | Buy | $38.00 |
| 2016-04-01 | Reiterated Rating | Credit Suisse | Neutral | $32.00 |
| 2016-04-01 | Boost Price Target | Barclays | $32.00 to $35.00 | |
| 2016-04-01 | Reiterated Rating | Credit Suisse Group AG | Neutral | $32.00 |
| 2016-04-01 | Boost Price Target | Barclays PLC | $32.00 to $35.00 | |
| 2016-03-31 | Reiterated Rating | Barclays | Buy | $35.00 |
| 2016-03-20 | Reiterated Rating | Deutsche Bank | Buy | |
| 2016-03-13 | Reiterated Rating | Deutsche Bank | Buy | $33.00 to $34.00 |
| 2016-02-09 | Lower Price Target | JPMorgan Chase & Co. | Overweight | $39.00 to $36.00 |
| 2016-02-09 | Lower Price Target | Deutsche Bank | Buy | $34.00 to $32.00 |
| 2016-02-09 | Lower Price Target | Barclays | Overweight | $35.00 to $32.00 |
| 2016-02-08 | Lower Price Target | Jefferies Group | Buy | $35.00 |
| 2016-01-31 | Reiterated Rating | Deutsche Bank | Buy | |
| 2016-01-31 | Reiterated Rating | William Blair | Market Perform | |
| 2016-01-29 | Reiterated Rating | Piper Jaffray | Buy | $43.00 to $42.00 |
| 2016-01-29 | Lower Price Target | Keefe, Bruyette & Woods | $40.00 to $39.00 | |
| 2016-01-29 | Boost Price Target | JPMorgan Chase & Co. | Overweight | $38.00 to $39.00 |
| 2016-01-29 | Lower Price Target | Barclays | Overweight | $37.00 to $35.00 |
| 2016-01-29 | Lower Price Target | RBC Capital | Outperform | $43.00 to $39.00 |
| 2016-01-29 | Lower Price Target | Royal Bank Of Canada | Outperform | $43.00 to $39.00 |
| 2016-01-22 | Reiterated Rating | William Blair | Hold | |
| 2016-01-19 | Lower Price Target | Deutsche Bank | Buy | $36.00 to $33.00 |
| 2016-01-14 | Lower Price Target | JPMorgan Chase & Co. | $45.00 to $38.00 | |
| 2016-01-11 | Reiterated Rating | Keefe, Bruyette & Woods | Buy | $41.00 to $40.00 |
| 2016-01-08 | Lower Price Target | Deutsche Bank | Buy | $39.00 to $36.00 |
| 2015-12-16 | Reiterated Rating | Credit Suisse | Buy | $43.00 to $39.00 |
| 2015-12-16 | Lower Price Target | Deutsche Bank | Buy | $43.00 to $39.00 |
| 2015-12-08 | Boost Price Target | Barclays | $39.00 to $40.00 | |
| 2015-12-06 | Reiterated Rating | Deutsche Bank | Buy | $43.00 |
| 2015-11-24 | Boost Price Target | JPMorgan Chase & Co. | Overweight | $44.00 to $45.00 |
| 2015-11-11 | Boost Price Target | Morgan Stanley | Overweight | $40.00 to $41.00 |
| 2015-11-11 | Lower Price Target | Credit Suisse | Neutral | $41.00 to $40.00 |
| 2015-10-30 | Lower Price Target | RBC Capital | $47.00 to $43.00 | |
| 2015-10-30 | Boost Price Target | Morgan Stanley | $40.00 | |
| 2015-10-30 | Reiterated Rating | Deutsche Bank | Buy | $42.00 |
| 2015-10-21 | Reiterated Rating | William Blair | Market Perform | |
| 2015-10-21 | Lower Price Target | Argus | Buy | $46.00 to $38.00 |
| 2015-10-13 | Reiterated Rating | Keefe, Bruyette & Woods | Buy | |
| 2015-10-09 | Lower Price Target | Susquehanna | Positive | $39.00 to $38.00 |
| 2015-10-08 | Lower Price Target | Barclays | Overweight | $41.00 to $39.00 |
| 2015-10-07 | Reiterated Rating | Jefferies Group | Buy | $46.00 to $39.00 |
| 2015-09-21 | Upgrade | Morgan Stanley | Equal Weight to Overweight | |
| 2015-09-18 | Reiterated Rating | Deutsche Bank | Buy | $43.00 to $42.00 |
| 2015-09-10 | Lower Price Target | Citigroup Inc. | Buy | $51.00 to $48.00 |
| 2015-09-10 | Reiterated Rating | Deutsche Bank | Buy | |
| 2015-09-10 | Lower Price Target | Credit Suisse | $41.00 to $40.00 | |
| 2015-09-09 | Lower Price Target | Deutsche Bank | $45.00 to $43.00 | |
| 2015-09-08 | Lower Price Target | JPMorgan Chase & Co. | Overweight | $45.00 to $40.00 |
| 2015-09-03 | Lower Price Target | Susquehanna | Positive | $45.00 to $39.00 |
| 2015-09-03 | Lower Price Target | Keefe, Bruyette & Woods | Outperform | $49.00 to $43.00 |
| 2015-08-26 | Lower Price Target | Barclays | Overweight | $45.00 to $41.00 |
| 2015-08-17 | Reiterated Rating | Deutsche Bank | Buy | $45.00 |
| 2015-08-10 | Reiterated Rating | Deutsche Bank | Buy | $45.00 |
| 2015-07-31 | Boost Price Target | Barclays | Overweight | $44.00 to $45.00 |
| 2015-07-31 | Reiterated Rating | Deutsche Bank | Buy | $44.00 to $45.00 |
| 2015-07-21 | Boost Price Target | JPMorgan Chase & Co. | Overweight | $43.00 to $44.00 |
| 2015-07-20 | Reiterated Rating | Deutsche Bank | Buy | $43.00 to $44.00 |
| 2015-07-14 | Reiterated Rating | Credit Suisse | Hold | $48.00 to $46.00 |
| 2015-07-10 | Lower Price Target | Barclays | Overweight | $47.00 to $44.00 |
| 2015-07-09 | Reiterated Rating | Susquehanna | Buy | $48.00 to $44.00 |
| 2015-07-02 | Lower Price Target | Deutsche Bank | Buy | $46.00 to $43.00 |
| 2015-06-08 | Initiated Coverage | Goldman Sachs | Neutral | $44.00 |
| 2015-06-08 | Initiated Coverage | Goldman Sachs Group Inc. | Neutral | $44.00 |
| 2015-06-02 | Initiated Coverage | Piper Jaffray | Overweight | $50.00 |
| 2015-05-14 | Reiterated Rating | Credit Suisse | Neutral | $47.00 to $48.00 |
| 2015-05-12 | Reiterated Rating | Barclays | Overweight | |
| 2015-05-01 | Boost Price Target | Keefe, Bruyette & Woods | Outperform | $51.00 to $52.00 |
| 2015-05-01 | Boost Price Target | RBC Capital | Outperform | $47.00 |
| 2015-04-28 | Reiterated Rating | William Blair | Market Perform | |
| 2015-04-13 | Boost Price Target | Deutsche Bank | Buy | $44.00 to $45.00 |
| 2015-04-02 | Lower Price Target | Deutsche Bank | Buy | $45.00 to $44.00 |
| 2015-03-06 | Reiterated Rating | Deutsche Bank | Buy | $44.00 to $45.00 |
| 2015-03-05 | Reiterated Rating | Keefe, Bruyette & Woods | Hold | $47.00 to $52.00 |
| 2015-03-05 | Boost Price Target | Jefferies Group | Buy | $44.00 to $46.00 |
| 2015-01-30 | Reiterated Rating | Citigroup Inc. | Buy | $50.00 to $48.00 |
| 2015-01-26 | Upgrade | Susquehanna | Neutral to Positive | $41.00 to $45.00 |
| 2015-01-08 | Lower Price Target | Keefe, Bruyette & Woods | Outperform | $48.00 to $47.00 |
| 2015-01-07 | Upgrade | Sterne Agee CRT | Neutral to Buy | $45.00 to $47.00 |
| 2015-01-06 | Downgrade | Credit Suisse | Outperform to Neutral | $45.00 |
| 2014-12-09 | Boost Price Target | Keefe, Bruyette & Woods | Market Perform | $45.00 to $48.00 |
| 2014-12-04 | Initiated Coverage | Barclays | Overweight | $45.00 |
| 2014-10-14 | Reiterated Rating | Deutsche Bank | Buy | $46.00 to $44.00 |
| 2014-10-14 | Reiterated Rating | Bank of America | Buy | $45.00 to $43.00 |
| 2014-10-14 | Reiterated Rating | Bank of America Corp. | Buy | $45.00 to $43.00 |
| 2014-10-08 | Reiterated Rating | Keefe, Bruyette & Woods | Outperform | $46.00 to $45.00 |
| 2014-09-11 | Reiterated Rating | Deutsche Bank | Buy | $43.00 to $45.00 |
| 2014-09-05 | Boost Price Target | JPMorgan Chase & Co. | $44.00 to $50.00 | |
| 2014-08-15 | Boost Price Target | Susquehanna | Neutral | $38.00 to $40.00 |
| 2014-08-08 | Boost Price Target | Argus | Buy | $42.00 to $45.00 |
| 2014-08-01 | Upgrade | Deutsche Bank | Hold to Buy | $39.00 to $43.00 |
| 2014-08-01 | Boost Price Target | Keefe, Bruyette & Woods | Outperform | $45.00 to $46.00 |
| 2014-08-01 | Boost Price Target | JPMorgan Chase & Co. | $43.00 to $44.00 | |
| 2014-07-15 | Boost Price Target | BMO Capital Markets | $38.00 to $40.00 | |
| 2014-07-14 | Boost Price Target | Keefe, Bruyette & Woods | $43.00 to $45.00 | |
| 2014-07-10 | Boost Price Target | Susquehanna | Neutral | $36.00 to $38.00 |
| 2014-07-08 | Reiterated Rating | Credit Suisse | Outperform | $42.00 to $44.00 |
| 2014-07-01 | Boost Price Target | JPMorgan Chase & Co. | Overweight | $42.00 to $43.00 |
| 2014-07-01 | Reiterated Rating | Jefferies Group | Buy | $40.00 to $44.00 |
| 2014-06-09 | Lower Price Target | Morgan Stanley | $40.00 to $39.00 | |
| 2014-05-20 | Upgrade | JPMorgan Chase & Co. | Neutral to Overweight | $41.00 to $42.00 |
| 2014-05-16 | Initiated Coverage | Deutsche Bank | Market Perform to Hold | $39.00 |
| 2014-05-13 | Boost Price Target | Argus | Buy | $38.00 to $42.00 |
| 2014-05-02 | Reiterated Rating | JPMorgan Chase & Co. | Neutral | $41.00 |
| 2014-04-15 | Boost Price Target | JPMorgan Chase & Co. | Neutral | $38.00 to $39.00 |
| 2014-04-10 | Reiterated Rating | Citigroup Inc. | Buy | $48.00 to $47.00 |
| 2014-04-08 | Boost Price Target | Morgan Stanley | $38.00 to $40.00 | |
| 2014-04-04 | Boost Price Target | Keefe, Bruyette & Woods | $42.00 to $43.00 | |
| 2014-02-21 | Lower Price Target | JPMorgan Chase & Co. | $39.00 to $38.00 | |
| 2014-01-31 | Lower Price Target | Jefferies Group | Buy | $40.00 |
| 2014-01-31 | Boost Price Target | Citigroup Inc. | $44.00 to $48.00 | |
| 2014-01-22 | Boost Price Target | RBC Capital | Outperform | $39.00 to $45.00 |
| 2014-01-10 | Boost Price Target | Keefe, Bruyette & Woods | Outperform | $39.00 to $42.00 |
| 2013-11-14 | Upgrade | Goldman Sachs | Neutral to Buy | $35.00 to $38.00 |
| 2013-11-11 | Upgrade | Wells Fargo & Co. | Market Perform to Outperform | |
| 2013-11-11 | Upgrade | Wells Fargo | Market Perform to Outperform | |
| 2013-11-04 | Boost Price Target | Argus | Buy to Buy | $36.00 to $38.00 |
| 2013-10-17 | Downgrade | William Blair | Outperform to Market Perform | |
| 2013-10-16 | Downgrade | JPMorgan Chase & Co. | Overweight to Neutral | $41.00 to $36.00 |
| 2013-10-16 | Downgrade | Sterne Agee CRT | Buy to Neutral | $33.00 |
| 2013-10-11 | Reiterated Rating | Citigroup Inc. | Buy | $40.00 to $41.00 |
| 2013-10-09 | Reiterated Rating | Susquehanna | Neutral | $33.00 to $34.00 |
| 2013-10-08 | Initiated Coverage | Evercore ISI | Buy | |
| 2012-06-21 | Initiated | Argus | Buy | $28 |
| 2016-07-11 | Reiterated Rating | Jefferies Group | Buy | $35.00 to $30.00 |
| 2016-07-10 | Reiterated Rating | Deutsche Bank AG | Buy | |
| 2016-07-07 | Lower Price Target | Barclays PLC | Overweight | $37.00 to $35.00 |
| 2016-06-27 | Downgrade | Citigroup Inc. | Buy to Neutral | $38.00 to $27.00 |
| 2016-06-27 | Reiterated Rating | Deutsche Bank | Buy | $35.00 |
There is presents forecasts of rating agencies and recommendations for investors about this ticker
In IVZ 380 funds of 2213 total. Show all
| Fund name | Ticker shares |
|---|---|
| TRIAN FUND MANAGEMENT, L.P. | 55.76M |
| Vanguard Group, Inc | 51.82M |
| BlackRock Inc. | 43.43M |
| STATE STREET CORP | 25.41M |
| BlackRock Institutional Trust Company, N.A. | 11.44M |
| GEODE CAPITAL MANAGEMENT, LLC | 8.89M |
| DIMENSIONAL FUND ADVISORS LP | 8.56M |
| BlackRock Fund Advisors | 7.36M |
| BLACKROCK ADVISORS LLC | 5.04M |
| MORGAN STANLEY | 4.93M |
| NORTHERN TRUST CORP | 4.46M |
| FMR LLC | 4.45M |
| BlackRock Group LTD | 4.08M |
| CITADEL ADVISORS LLC | 4.05M |
| JPMORGAN CHASE & CO | 3.66M |
| Name Relationship | Total Shares | Holding stocks |
|---|---|---|
| FLANAGAN MARTIN L President & CEO | 0.48% (2074071) | IVZ / |
| Kelley Karen Dunn Senior Managing Director | 0.17% (718804) | IVR / IVZ / |
| CAROME KEVIN M SMD and General Counsel | 0.11% (485272) | IVZ / |
| STARR LOREN M SMD & CFO | 0.11% (481849) | IVZ / |
| Lo Andrew Tak Shing Senior Managing Director | 0.09% (408192) | IVZ / |
| McGreevey Gregory Senior Managing Director | 0.09% (394335) | IVZ / |
| Armour Gregory Mark SMD | 0.09% (383018) | IVZ / |
| Taylor Philip Senior Managing Director | 0.05% (210678) | IVZ / |
| Meadows Colin Senior Managing Director | 0.05% (194602) | IVZ / |
| Schlossberg Andrew Senior Managing Director | 0.04% (163595) | IVZ / |
| Ellis Roderick G.H. Chief Accounting Officer | 0.02% (84064) | IVZ / |
| ADAMS REX D | 0.02% (67974) | IVZ / Y / |
| Lege Annette Chief Accounting Officer | 0.01% (57833) | IVZ / |
| Kessler Denis | 0.01% (48340) | IVZ / |
| CANION ROD | 0.01% (48193) | IVZ / |
| LAWRENCE EDWARD P | 0.01% (37320) | IVZ / |
| Johnson Ben F. III | 0.01% (36695) | IVZ / |
| WOOD PHOEBE A | 0.01% (28790) | CCE / IVZ / LEG / PPL / PXD / |
| HENRIKSON C ROBERT | 0.01% (24074) | IVZ / |
UM
US$ 4,644.6 million (2013) 
US$ 842.6 million (2012)