Market Cap
$13.3B
IVZ
Invesco Ltd.
$30.67 ▲ +0.84%
Prev close $30.42Market cap$13.3B
ConsensusHold
12-mo target$34.04 (+11.0%)
▲ Neutral
Analyst conviction 4/10
Insider Selling Cluster (4 insiders)High Impact Filing (7/10) Traditional Finance
Snapshot
The big-picture read on IVZ right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Hold (44%)
Insider Activity
$0.00 buy / $7.2M sell
Insider Net $
-$7.2M
SEC Reports
10
Congressional
3 trades
Price chart 30d -6.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 1, 2026 short_volume
Sep 14, 2026 SEC Short Volume: IVZ — 55.5% short (0.7M / 1.3M)
Short: 745,960 | Exempt: 5,178 | TRF Vol: 1,344,642 | Short Ratio: 55.5% | Off-exchange volume (dark
Four Invesco insiders sold a total of ~$1.56M of IVZ stock in open-market transactions over a 3-day window (Sep 9-11, 20
CLUSTER — Impact 3/10
Sep 11, 2026 Insider
Sep 10, 2026 SEC WOOD PHOEBE A sold 3,000 shares
Director @ $32.44 ($97.3K)
Three senior Invesco insiders, including the CFO and two Senior Managing Directors, sold a combined $5.73M in open-marke
CLUSTER — Impact 4/10
Sep 9, 2026 Insider
Butcher Stephanie sold 45,095 shares
Senior Managing Director @ $32.28 ($1.5M)
Sep 9, 2026 Insider
Aug 31, 2026 SEC Lo Andrew Tak Shing sold 100,840 shares
Senior Managing Director @ $32.20 ($3.2M)
Invesco announced the planned retirement of Andrew Lo, Head of Asia Pacific, effective March 31, 2027, with Martin Franc
8-K — Impact 3/10
Mar 17, 2026 Congress
Kevin Hern sell
$15,001 - $50,000 — House
Analyst ratings buy % +0.0%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
44% rate it Buy or better · 18 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Sep 9, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Aug 13, 2026 | TD Cowen | MAINTAIN | Buy | 56% |
| Aug 10, 2026 | Evercore ISI Group | MAINTAIN | In-Line | 59% |
| Jul 29, 2026 | JP Morgan | MAINTAIN | Neutral | 55% |
| Jul 29, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 29, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
| Jul 23, 2026 | RBC Capital | MAINTAIN | Outperform | 55% |
| Jul 17, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Jul 14, 2026 | Barclays | MAINTAIN | Equal-Weight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 1 | 7 | 10 | 0 | 0 | 44% | |
| Aug 1, 2026 | 1 | 7 | 10 | 0 | 0 | 44% | |
| Jul 1, 2026 | 1 | 7 | 9 | 0 | 0 | 47% | |
| Jun 1, 2026 | 1 | 7 | 9 | 0 | 0 | 47% | |
| May 1, 2026 | 1 | 7 | 9 | 0 | 0 | 47% | |
| Apr 1, 2026 | 2 | 7 | 8 | 0 | 0 | 53% | |
| Mar 1, 2026 | 2 | 7 | 8 | 0 | 0 | 53% | |
| Feb 1, 2026 | 2 | 7 | 8 | 0 | 0 | 53% |
Price targets
Where 13 covering analysts think IVZ trades over the next 12 months.
$34.04 +11.0% upside Buy
Current$30.68 Low$29.00 Median$34.00 High$39.00 13 analysts
$29.00$39.00
Analyst rating Buy· 2.4/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
10 SEC filing reports analyzed · 3 bullish, 1 bearish, 1 mixed, 5 neutral · avg impact 4.6/10.
NEUTRALCLUSTER3/10
Four Invesco insiders sold a total of ~$1.56M of IVZ stock in open-market transactions over a 3-day
Sep 14, 2026
NEUTRALCLUSTER4/10
Three senior Invesco insiders, including the CFO and two Senior Managing Directors, sold a combined
Sep 10, 2026
NEUTRAL8-K3/10
Invesco announced the planned retirement of Andrew Lo, Head of Asia Pacific, effective March 31, 202
Aug 31, 2026
MIXED8-K5/10
Invesco reported preliminary July 2026 AUM of $2,447.1 billion, down 0.9% month-over-month, driven b
Aug 11, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 1, 2026
short_volume
Short Volume: IVZ — 55.5% short (0.7M / 1.3M)
Short: 745,960 | Exempt: 5,178 | TRF Vol: 1,344,642 | Short Ratio: 55.5% | Off-exchange volume (dark pool + OTC)
Sep 30, 2026
short_volume
Short Volume: IVZ — 66.5% short (0.8M / 1.2M)
Short: 791,022 | Exempt: 1,049 | TRF Vol: 1,190,043 | Short Ratio: 66.5% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: IVZ — 69.9% short (1.2M / 1.8M)
Short: 1,241,612 | Exempt: 1,374 | TRF Vol: 1,776,032 | Short Ratio: 69.9% | Off-exchange volume (dark pool + OTC)
Sep 28, 2026
short_volume
Short Volume: IVZ — 61.0% short (1.1M / 1.7M)
Short: 1,055,301 | Exempt: 0 | TRF Vol: 1,729,812 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: IVZ — 56.9% short (1.5M / 2.7M)
Short: 1,544,084 | Exempt: 743 | TRF Vol: 2,713,778 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.73 | $0.70–$0.76 | 20.5% | -0.1% | 4↑ 5↓ | $1.4B | 13 |
| Next Q | $0.79 | $0.73–$0.87 | 27.5% | +0.3% | 3↑ 6↓ | $1.4B | 12 |
| Current FY | $2.81 | $2.71–$2.88 | 38.3% | +0.0% | 8↑ 5↓ | $5.8B | 14 |
| Next FY | $3.26 | $3.14–$3.50 | 16.2% | -0.0% | 9↑ 4↓ | $6.3B | 14 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.735 | — |
| 7d ago | $0.737 | -0.002 |
| 30d ago | $0.736 | -0.001 |
| 60d ago | $0.761 | -0.026 |
| 90d ago | $0.685 | +0.050 |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
17 insiders, 50 transactions. Net -$7.2M — $0.00 bought, $7.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 11, 2026 | WOOD PHOEBE A | Director | SELL | 3,000 | $32.44 | $97.3K |
| Sep 9, 2026 | Butcher Stephanie | Senior Managing Director | SELL | 45,095 | $32.28 | $1.5M |
| Sep 9, 2026 | Lo Andrew Tak Shing | Senior Managing Director | SELL | 100,840 | $32.20 | $3.2M |
| Sep 8, 2026 | Lo Andrew Tak Shing | Senior Managing Director | SELL | 42,530 | $32.85 | $1.4M |
| Sep 4, 2026 | DUKES LAURA ALLISON | Chief Financial Officer | SELL | 31,075 | $33.16 | $1.0M |
| Sep 4, 2026 | DUKES LAURA ALLISON | Chief Financial Officer | GIFT | 7,600 | — | — |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | TAX W/H | 6,331 | $32.78 | $207.5K |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | AWARD | 11,891 | — | — |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | AWARD | 13,548 | — | — |
| Aug 31, 2026 | Sharp Douglas J | Senior Managing Director | AWARD | 22,404 | — | — |
Congressional trades
IVZ trades disclosed by members of Congress, with disclosure delay.
2 members · 1 buys / 2 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Mar 17, 2026 | Kevin Hern | R | HOUSE | SELL | $15,001 - $50,000 | Invesco Ltd | Apr 6, 2026(21d) |
| Feb 10, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Invesco Ltd | Mar 10, 2026(29d) |
| Jan 9, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Invesco Ltd | Feb 16, 2026(39d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IVZ.
Shares short
13,080,822
Settlement Sep 15, 2026
Change vs prior
+5.7%
Semi-monthly cycle
Days to cover
3.8
At avg daily volume
Of shares outstanding
≈3.0%
Estimate — not % of float
All IVZ filing & press-release reports (10)
- CLUSTER reportSep 14, 2026
- CLUSTER reportSep 10, 2026
- 8-K reportAug 31, 2026
- 8-K reportAug 11, 2026
- 8-K reportJul 28, 2026
- 8-K reportJul 10, 2026
- 8-K reportJun 9, 2026
- 8-K reportMay 11, 2026
- 8-K reportApr 28, 2026
- 8-K reportApr 10, 2026