IVZ

Invesco Ltd.
NYSEUSDEQUITY Financial Services DELAYED
Last price
30.45
▼ 0.05 (0.16%)
MARKET · —

Price

1D — H — L — Range — Vol —
Drag pan · Pinch zoom · Hold crosshair · pick a tool then drag to draw
Open
30.45
Prev close
30.50
Day high
30.86
Day low
30.30
Volume
4.09M
Market cap
$13.41B
P/E (TTM)
—
52W range
20.67 – 33.66

Day trading desk

Current session · delayed
Gap from prior close
-0.16%
Prior close 30.50
VWAP
—
—
Relative volume
0.00×
Quiet session
Session range
—
30.45 – 30.45
Position in range
—
—
ATR (14D)
0.80
2.62% of price
Prior day high
30.76
PDH
Prior day low
30.07
PDL
Bid / ask spread
—
Quote not published
Session volume
—
Avg 4.52M

VWAP and the session figures are computed from the delayed intraday series on this page, so they lag the live tape and will not match a broker's real-time VWAP exactly. Turn on Prior day H/L/C, Opening range and Volume profile in the chart's Studies menu to see these levels drawn on price.

Trailing performance

Price return · vs SPY
Returnvs SPY
1W
-0.13% -2.1%
1M
-8.13% -9.3%
3M
+12.39% +7.9%
6M
+33.42% +15.2%
YTD
+15.65% +1.4%
1Y
+26.37% +10.0%
3Y
+109.23% +27.0%
5Y
— —

Price return only. Dividends are not reinvested, so total return on a dividend payer will be higher than shown.

Unusual options activity

Account required
Nothing crossed the thresholds in the expiries we scanned.
That is the normal state — most contracts trade well inside their existing open interest.
Free account required

Contracts trading at or above their open interest, ranked by notional and where the print landed.

Free account

5 more panels on IVZ open with an account.

Options chains and analytics, valuation ratios, insider filings, analyst targets and ownership. No card, no trial, nothing to cancel.

Insider net activity

6m · Form 4 rollup
Net shares
+157.91K
Net buying
Buy transactions
16
380.45K shares
Sell transactions
4
222.54K shares
Net transactions
+20
Buys less sells
Sell : buy shares
0.6 : 1
Mixed
Insider-held shares
2.65M
Total on file
Bought 380.45KSold 222.54K

Insider transactions

Account required
DateInsiderAction SharesValueHeld
Sep 11, 26
WOOD PHOEBE A
Director
SELL 3.00K $97.32K Direct
Sep 9, 26
LO ANDREW TAK SHING
Officer
SELL 143.37K $4.64M Direct
Sep 9, 26
BUTCHER STEPHANIE
Officer
SELL 45.09K $1.46M Direct
Sep 4, 26
DUKES LAURA ALLISON
Chief Financial Officer
SELL 31.07K $1.03M Direct
Sep 4, 26
DUKES LAURA ALLISON
Chief Financial Officer
STOCK 7.60K $0 Direct
Aug 31, 26
SHARP DOUGLAS J
Officer
STOCK 70.48K $0 Direct
Aug 31, 26
BUTCHER STEPHANIE
Officer
STOCK 65.44K $0 Direct
Aug 31, 26
SHARP DOUGLAS J
Officer
CONVERSION 13.55K $444.10K Direct
Aug 31, 26
BUTCHER STEPHANIE
Officer
CONVERSION 25.50K $835.79K Direct
Jul 2, 26
LO ANDREW TAK SHING
Officer
— 116.75K — Direct
May 15, 26
GLAVIN WILLIAM FRANCIS JR
Director
STOCK 8.11K $0 Direct
May 15, 26
FINKE THOMAS MICHAEL
Director
STOCK 8.11K $0 Direct
May 15, 26
WOOD PHOEBE A
Director
STOCK 8.11K $0 Direct
May 15, 26
WOMACK CHRISTOPHER C.
Director
STOCK 8.11K $0 Direct
What this is, and what it is not

These are SEC Form 4 filings — officers, directors and 10% owners reporting their own trades in the company's stock. Filing is due within two business days of the transaction, so this lags reality by days, and the provider adds its own lag on top.

A sale is not automatically bearish. Executives sell on scheduled 10b5-1 plans, to cover tax on vesting equity, and to diversify. Purchases with cash are generally the more informative signal, and they are far rarer.

This does not include congressional or senate trading. That comes from STOCK Act disclosures filed with the Senate eFD system and the House Clerk, which this data source does not carry.

Free account required

Officer and director trades in their own stock, straight from Form 4 filings.

Insider holders

10 reporting
NameRelationShares heldLatest
BESHAR SARAH E
Director 115.17K Stock Award(Grant)
DUKES LAURA ALLISON
Chief Financial Officer 251.58K Sale
KUPOR JEFFREY HOWARD
Officer 151.82K Stock Award(Grant)
LO ANDREW TAK SHING
Officer 812.48K Sale
SCHLOSSBERG ANDREW R
Chief Executive Officer 898.72K Stock Award(Grant)
SHARP DOUGLAS J
Officer 88.39K Stock Award(Grant)
SHEINWALD NIGEL
Director 101.97K Stock Award(Grant)
WAGONER G. RICHARD JR.
Director 122.87K Stock Award(Grant)
WONG TONY L
Officer 126.97K Stock Award(Grant)
WOOD PHOEBE A
Director 107.11K Sale

Fundamentals

TTM · reported
Market cap$13.41B
Enterprise value$17.63B
Revenue (TTM)$6.90B
Gross profit$2.04B
EBITDA$1.44B
Net income$-309.20M
EPS (TTM)$-0.68
Free cash flow$1.14B
Total cash$915.40M
Total debt$1.62B
Book value / share$22.56
Shares outstanding441.50M
Float356.53M
Short % of float4.27%
Dividend yield2.83%
Beta (5Y)1.63

Valuation & profitability ratios

Account required
Trailing P/E—
Forward P/E9.27
PEG ratio0.90
Price / sales—
Price / book1.35
EV / revenue2.55
EV / EBITDA12.20
Gross margin29.52%
Operating margin19.95%
Profit margin-0.93%
Return on equity-0.57%
Return on assets2.92%
Debt / equity12.06
Current ratio0.71
Free account required

Fourteen ratios including P/E, PEG, EV/EBITDA, margins and return on equity.

Financial statements

As reported · 4 years · 5 quarters
Blank means not reported, not zero
Line item2025202420232022YoY
Total revenue $6.38B$6.07B$5.72B$6.05B +5.1%
Operating revenue $6.17B$5.87B$5.53B$5.83B +5.2%
Cost of revenue $4.13B$4.04B$3.71B$3.61B +2.2%
Gross profit $2.25B$2.03B$2.01B$2.44B +10.9%
Selling, general & admin $660.50M$676.00M$649.70M$588.20M -2.3%
Total operating expense $2.94B$1.20B$2.40B$1.10B +146.2%
Operating income -$695.70M$832.10M-$393.20M$1.34B -183.6%
Net interest income -$28.60M$900.00K-$22.70M-$60.80M -3,277.8%
Pre-tax income -$379.40M$1.01B-$237.90M$1.25B -137.7%
Tax provision -$204.60M$252.90M-$69.70M$322.20M -180.9%
Net income -$281.70M$774.80M-$96.90M$920.70M -136.4%
Net income to common -$726.30M$538.00M-$333.70M$683.90M -235.0%
Basic EPS -1.601.18-0.731.50 -235.6%
Diluted EPS -1.601.18-0.731.49 -235.6%
EBIT -$296.90M$1.06B-$167.40M$1.33B -127.9%
EBITDA $1.54B$1.24B$1.13B$1.53B +23.5%
Basic shares 452.60M457.00M454.80M457.50M -1.0%
Diluted shares 455.00M457.70M456.20M459.50M -0.6%

Options analytics

Account required
Put / call volume
0.21
Call-heavy session
Put / call open interest
3.80
Positioning, not flow
Max pain
21.00
-30.9% from spot
ATM implied vol
0.0%
Nearest strike to spot
Skew (10% OTM)
+12.5%
Puts bid over calls
Call volume
566
Contracts, this expiry
Put volume
120
Contracts, this expiry
Heaviest call OI
23.00
16 contracts
Heaviest put OI
21.00
68 contracts

Max pain is the strike at which the largest dollar value of open contracts expires worthless. It describes current positioning; it is not a forecast and it moves as open interest changes.

Free account required

Put/call ratios, max pain, implied volatility skew and where open interest is concentrated.

Earnings

History & consensus estimates
Reported vs expected · EPS
QuarterEst.ActualSurprise
Jun 2026 0.660.71 +7.2%
Mar 2026 0.580.57 -1.2%
Dec 2025 0.580.62 +7.1%
Sep 2025 0.440.61 +37.7%
Forward consensus
PeriodEPSAnalystsRevenueGrowth
Current quarter 0.74 13 $1.38B +16.7%
Next quarter 0.79 12 $1.44B +14.6%
Current year 2.81 14 $5.83B +25.2%
Next year 3.27 14 $6.34B +8.8%

Analyst targets & ownership

Account required
Mean target$34.35
High target$39.00
Low target$29.50
Implied upside12.80%
Analyst count13
ConsensusBUY
Strong buy / Buy2 / 3
Hold9
Sell / Strong sell0 / 0
Held by insiders0.60%
Held by institutions98.58%
Institutions holding919
Free account required

Price targets, consensus spread, insider and institutional ownership.

Moving averages & technicals

Computed from 2Y daily closes
SMA 10
30.53
-0.27% from price
SMA 20
30.85
-1.52% from price
SMA 50
31.41
-3.29% from price
SMA 100
29.73
+2.43% from price
SMA 200
27.86
+9.03% from price
EMA 12
30.63
-0.60% from price
EMA 26
30.95
-1.61% from price
EMA 50
30.81
-1.16% from price
RSI (14)
43.4
Neutral
MACD (12,26,9)
-0.32
Hist -0.04
ATR (14)
0.80
2.62% of price
Realised vol 30D
22.7%
Annualised
Bollinger upper
32.11
20, 2σ
Bollinger lower
29.58
20, 2σ
50 / 200 cross
Golden
31.41 vs 27.86
Trend bias
Above 200
+9.03%

Options chain

Account required
Expiry
Spot 30.45
Calls
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Puts
StrikeLastBidAskVolOIIV
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
000.000.000.000.00000.0%
Free account required

Every listed expiry, both sides of the book, with volume, open interest and implied volatility.

Risk profile

Daily returns · 1Y window
Beta vs SPY
1.72
More volatile than market
Correlation to SPY
0.66
Loosely linked
Realised vol 30D
22.7%
Annualised
Market vol 1Y
13.0%
SPY, annualised
Max drawdown 1Y
-22.7%
Peak to trough
Max drawdown 5Y
-54.2%
Peak to trough
ATR 14
0.80
2.62% of price
Beta (reported)
1.63
5Y monthly, from filing

Short interest

Semi-monthly exchange report · lags by ~2 weeks
Shares short
13.08M
Prior 11.09M
Change vs prior
+17.9%
Shorts adding
% of float
4.27%
Normal
% of shares out
2.96%
Against total outstanding
Days to cover
3.8
Liquid
Float
356.53M
Freely tradeable shares

Exchanges publish short interest twice a month with a settlement lag, so this is roughly two weeks behind. Days to cover divides shares short by average daily volume — it estimates how long covering would take, not whether it will happen.

Rating changes

396 on file
DateFirm ActionFromTo
Sep 25, 26 Morgan Stanley MAINTAINED Equal-Weight Equal-Weight
Sep 9, 26 Evercore ISI Group MAINTAINED In-Line In-Line
Aug 13, 26 TD Cowen MAINTAINED Buy Buy
Aug 10, 26 Evercore ISI Group MAINTAINED In-Line In-Line
Jul 29, 26 JP Morgan MAINTAINED Neutral Neutral
Jul 29, 26 RBC Capital MAINTAINED Outperform Outperform
Jul 29, 26 Barclays MAINTAINED Equal-Weight Equal-Weight
Jul 23, 26 RBC Capital MAINTAINED Outperform Outperform
Jul 17, 26 Morgan Stanley MAINTAINED Equal-Weight Equal-Weight
Jul 14, 26 Barclays MAINTAINED Equal-Weight Equal-Weight
Jul 10, 26 Evercore ISI Group MAINTAINED In-Line In-Line
Jul 2, 26 RBC Capital MAINTAINED Outperform Outperform

Dividends & splits

Declared · from the issuer
Forward rate$0.86 / yr
Forward yield2.83%
5-year avg yield3.97%
Payout ratio56.46%
Ex-dividend dateAug 14, 2026
Next pay dateSep 2, 2026
Last split25:10
Split dateNov 8, 2000

PRIVATE STRATEGY · BY QUALIFICATION

The same data. A different seat.

The research you are reading is the input layer for a discretionary options program we run for a small number of qualified investors. Minimum $1,000,000.