Invesco Ltd.
IVZ · Investment Advice · 443.3M shares · +1%/yr ↑ dilution · EDGAR filings ↗
Net buyback after stock comp: $73M (gross $188M, SBC $115M)
Reference price $23.56 · est. market cap ~$10.4B — last insider sale, 2025-10-31 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C60Invesco — large asset manager with depressed margins.
Strengths
- Strong free cash flow (94th pct); broad ETF/AUM platform
Risks
- Negative reported operating margin (charges)
- Net outflows and fee compression
Notable findings
- Net lossNet loss (net margin -2.7%)
- Strong balance sheetStrong balance sheet — $1.0B cash & investments
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Operating margin
-10.9%
Net margin
-2.7%
Return on equity
-1.4%
Return on assets
-0.6%
ROIC
-3.9%
Revenue growth (QoQ)
3.1%
Net-income growth
-132.5%
Debt / equity
0.1×
Free cash flow
$1.4B
EBITDA
-$540M
Tangible book value
-$173M
Cash & investments
$1.0B
Stock comp / revenue
1.3%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-01 | Invesco Advisers, Inc. | Grant | 13K | $28.24 |
| 2026-05-29 | Invesco Advisers, Inc. | Disposition | 41K | $25.88 |
| 2026-05-29 | Invesco Advisers, Inc. | Disposition | 5.8K | $28.24 |
| 2026-05-15 | WOOD PHOEBE A | Grant | 8.1K | — |
| 2026-05-15 | WOMACK CHRISTOPHER C | Grant | 8.1K | — |
| 2026-05-15 | Glavin William Francis Jr | Grant | 8.1K | — |
| 2026-05-15 | WAGONER G RICHARD JR | Grant | 8.1K | — |
| 2026-05-15 | Finke Thomas M | Grant | 8.1K | — |
| 2026-05-15 | Sheinwald Nigel | Grant | 8.1K | — |
| 2026-05-15 | Beshar Sarah | Grant | 8.1K | — |
| 2026-05-15 | Tolliver Paula | Grant | 8.1K | — |
| 2026-05-15 | Johnson Elizabeth S. | Grant | 8.1K | — |
| 2026-05-15 | GIBBONS THOMAS P | Grant | 8.1K | — |
| 2026-05-01 | Invesco Realty, Inc. | Grant | 290K | $25.83 |
| 2026-05-01 | Invesco Realty, Inc. | Grant | 301K | $24.94 |
| 2026-05-01 | Invesco Realty, Inc. | Grant | 302K | $24.85 |
| 2026-05-01 | Invesco Realty, Inc. | Grant | 302K | $24.87 |
| 2026-05-01 | Invesco Advisers, Inc. | Grant | 86K | $25.83 |
| 2026-05-01 | Invesco Advisers, Inc. | Grant | 13K | $28.27 |
| 2026-04-30 | Invesco Advisers, Inc. | Disposition | 5.8K | $28.27 |
| 2026-04-01 | Invesco Advisers, Inc. | Grant | 11K | $28.16 |
| 2026-03-31 | Invesco Advisers, Inc. | Disposition | 5.8K | $28.16 |
| 2026-03-13 | Smith Alan Leonard | Tax withheld | 3.8K | $23.00 |
| 2026-03-13 | Smith Alan Leonard | Grant | 8.6K | — |
| 2026-03-01 | Invesco Advisers, Inc. | Grant | 12K | $28.09 |
| 2026-02-28 | Lo Andrew Tak Shing | Grant | 83K | — |
| 2026-02-28 | Lo Andrew Tak Shing | Grant | 14K | — |
| 2026-02-28 | Lo Andrew Tak Shing | Grant | 18K | — |
| 2026-02-28 | Lo Andrew Tak Shing | Grant | 18K | — |
| 2026-02-28 | Lo Andrew Tak Shing | Grant | 16K | — |
| 2026-02-28 | JOHNSTON SHANNON A | Grant | 8.9K | — |
| 2026-02-28 | JOHNSTON SHANNON A | Tax withheld | 4.0K | $26.26 |
| 2026-02-28 | Butcher Stephanie | Tax withheld | 9.2K | $26.26 |
| 2026-02-28 | Wong Tony | Grant | 15K | — |
| 2026-02-28 | Wong Tony | Grant | 17K | — |
| 2026-02-28 | Wong Tony | Tax withheld | 18K | $26.26 |
| 2026-02-28 | Smith Alan Leonard | Grant | 8.9K | — |
| 2026-02-28 | Smith Alan Leonard | Tax withheld | 4.0K | $26.26 |
| 2026-02-28 | Vacheron Terry | Grant | 2.5K | — |
| 2026-02-28 | Vacheron Terry | Grant | 2.3K | — |
| 2026-02-28 | Vacheron Terry | Tax withheld | 2.9K | $26.26 |
| 2026-02-28 | Sharp Douglas J | Grant | 46K | — |
| 2026-02-28 | Sharp Douglas J | Tax withheld | 22K | $26.26 |
| 2026-02-28 | Kupor Jeffrey H | Grant | 5.0K | — |
| 2026-02-28 | Kupor Jeffrey H | Grant | 6.1K | — |
| 2026-02-28 | Kupor Jeffrey H | Tax withheld | 7.1K | $26.26 |
| 2026-02-28 | DUKES LAURA ALLISON | Grant | 63K | — |
| 2026-02-28 | DUKES LAURA ALLISON | Grant | 18K | — |
| 2026-02-28 | DUKES LAURA ALLISON | Grant | 26K | — |
| 2026-02-28 | DUKES LAURA ALLISON | Tax withheld | 58K | $26.26 |
| 2026-02-28 | Schlossberg Andrew | Grant | 81K | — |
| 2026-02-28 | Schlossberg Andrew | Grant | 43K | — |
| 2026-02-28 | Schlossberg Andrew | Grant | 55K | — |
| 2026-02-28 | Schlossberg Andrew | Tax withheld | 94K | $26.26 |
| 2026-02-27 | Invesco Advisers, Inc. | Disposition | 5.8K | $28.09 |
| 2026-02-27 | Invesco Advisers, Inc. | Disposition | 110K | $25.78 |
| 2026-02-06 | Wong Tony | Tax withheld | 40K | $26.82 |
| 2026-02-02 | Invesco Advisers, Inc. | Grant | 264K | $25.77 |
| 2026-02-01 | Invesco Advisers, Inc. | Grant | 12K | $28.12 |
| 2026-01-30 | Invesco Advisers, Inc. | Disposition | 5.8K | $28.12 |
| 2026-01-15 | Sharp Douglas J | Grant | 29K | — |
| 2026-01-15 | Sharp Douglas J | Tax withheld | 14K | $29.39 |
| 2026-01-02 | Invesco Advisers, Inc. | Grant | 11K | $28.07 |
| 2025-12-31 | Invesco Advisers, Inc. | Disposition | 5.8K | $28.07 |
| 2025-12-11 | Schlossberg Andrew | Gift | 19K | — |
| 2025-12-01 | Invesco Advisers, Inc. | Grant | 11K | $27.95 |
| 2025-11-28 | Invesco Advisers, Inc. | Disposition | 5.8K | $27.95 |
| 2025-11-28 | Invesco Advisers, Inc. | Disposition | 18K | $25.72 |
| 2025-11-03 | Invesco Advisers, Inc. | Grant | 66K | $25.66 |
| 2025-11-01 | Invesco Advisers, Inc. | Grant | 9.6K | $27.94 |
| 2025-10-31 | Invesco Advisers, Inc. | Disposition | 5.8K | $27.94 |
| 2025-10-31 | Sharp Douglas J | Sell | 160K | $23.56 |
| 2025-10-16 | JOHNSTON SHANNON A | Grant | 28K | — |
| 2025-10-16 | JOHNSTON SHANNON A | Tax withheld | 8.3K | $22.80 |
| 2025-10-01 | Invesco Advisers, Inc. | Grant | 9.3K | $27.98 |
| 2025-09-30 | Invesco Advisers, Inc. | Disposition | 5.8K | $27.98 |
| 2025-09-10 | Butcher Stephanie | Sell | 103K | $22.12 |
| 2025-09-01 | Invesco Advisers, Inc. | Grant | 8.9K | $27.92 |
| 2025-08-31 | Butcher Stephanie | Grant | 19K | — |
| 2025-08-31 | Butcher Stephanie | Grant | 25K | — |
| 2025-08-31 | Butcher Stephanie | Tax withheld | 12K | $21.89 |
| 2025-08-31 | Butcher Stephanie | Tax withheld | 9.0K | $21.89 |
| 2025-08-31 | Sharp Douglas J | Grant | 8.7K | — |
| 2025-08-31 | Sharp Douglas J | Tax withheld | 4.1K | $21.89 |
| 2025-08-31 | Sharp Douglas J | Grant | 14K | — |
| 2025-08-31 | Sharp Douglas J | Tax withheld | 6.4K | $21.89 |
| 2025-08-31 | Sharp Douglas J | Grant | 12K | — |
| 2025-08-31 | Sharp Douglas J | Tax withheld | 5.6K | $21.89 |
| 2025-08-31 | Sharp Douglas J | Grant | 22K | — |
| 2025-08-31 | Sharp Douglas J | Tax withheld | 11K | $21.89 |
| 2025-08-29 | Invesco Advisers, Inc. | Disposition | 5.8K | $27.92 |
| 2025-08-29 | Invesco Advisers, Inc. | Disposition | 12K | $25.61 |
| 2025-08-27 | DUKES LAURA ALLISON | Gift | 35K | — |
| 2025-08-01 | Invesco Advisers, Inc. | Grant | 8.4K | $27.93 |
| 2025-08-01 | Invesco Advisers, Inc. | Grant | 53K | $25.61 |
| 2025-07-31 | Invesco Advisers, Inc. | Disposition | 5.8K | $27.93 |
| 2025-07-01 | Invesco Advisers, Inc. | Grant | 8.6K | $27.99 |
| 2025-06-30 | Invesco Realty, Inc. | Disposition | 352K | $26.15 |
| 2025-06-30 | Invesco Realty, Inc. | Disposition | 352K | $26.17 |
| 2025-06-30 | Invesco Realty, Inc. | Grant | 879K | $27.17 |
| 2025-06-30 | Invesco Realty, Inc. | Grant | 439K | $27.17 |
| 2025-06-30 | Invesco Realty, Inc. | Disposition | 311K | $26.31 |
| 2025-06-30 | Invesco Advisers, Inc. | Disposition | 4.6K | $27.99 |
| 2025-06-30 | Invesco Realty, Inc. | Disposition | 352K | $26.21 |
| 2025-06-01 | Invesco Advisers, Inc. | Grant | 8.3K | $27.96 |
| 2025-05-30 | Invesco Advisers, Inc. | Disposition | 4.6K | $27.96 |
| 2025-05-30 | Invesco Advisers, Inc. | Disposition | 5.8K | $25.59 |
| 2025-05-15 | Sheinwald Nigel | Grant | 13K | — |
| 2025-05-15 | Beshar Sarah | Grant | 13K | — |
| 2025-05-15 | WAGONER G RICHARD JR | Grant | 13K | — |
| 2025-05-15 | WOMACK CHRISTOPHER C | Grant | 13K | — |
| 2025-05-15 | Johnson Elizabeth S. | Grant | 13K | — |
| 2025-05-15 | Tolliver Paula | Grant | 13K | — |
| 2025-05-15 | GIBBONS THOMAS P | Grant | 13K | — |
| 2025-05-15 | Finke Thomas M | Grant | 13K | — |
| 2025-05-15 | Glavin William Francis Jr | Grant | 13K | — |
| 2025-05-15 | WOOD PHOEBE A | Grant | 13K | — |
| 2025-05-01 | Invesco Advisers, Inc. | Grant | 41K | $25.59 |
| 2025-05-01 | Invesco Advisers, Inc. | Grant | 7.8K | $28.25 |
| 2025-04-30 | Invesco Advisers, Inc. | Disposition | 4.6K | $28.25 |
| 2025-04-01 | Invesco Advisers, Inc. | Grant | 6.8K | $28.25 |
| 2025-03-31 | Invesco Advisers, Inc. | Disposition | 4.6K | $28.25 |
| 2025-03-31 | Invesco Realty, Inc. | Disposition | 294K | $25.52 |
| 2025-03-31 | Invesco Realty, Inc. | Disposition | 298K | $25.13 |
| 2025-03-31 | Invesco Realty, Inc. | Disposition | 299K | $25.05 |
| 2025-03-31 | Invesco Realty, Inc. | Disposition | 299K | $25.07 |
| 2025-03-15 | Smith Alan Leonard | Tax withheld | 3.9K | $15.28 |
| 2025-03-15 | Smith Alan Leonard | Grant | 8.6K | — |
| 2025-03-01 | Invesco Advisers, Inc. | Grant | 6.8K | $28.30 |
| 2025-02-28 | Wong Tony | Tax withheld | 12K | $17.39 |
| 2025-02-28 | Vacheron Terry | Grant | 2.5K | — |
| 2025-02-28 | Vacheron Terry | Tax withheld | 1.8K | $17.39 |
| 2025-02-28 | Sharp Douglas J | Grant | 9.2K | — |
| 2025-02-28 | Sharp Douglas J | Tax withheld | 4.3K | $17.39 |
| 2025-02-28 | Kupor Jeffrey H | Grant | 5.0K | — |
| 2025-02-28 | Kupor Jeffrey H | Tax withheld | 5.3K | $17.39 |
| 2025-02-28 | DUKES LAURA ALLISON | Grant | 13K | — |
| 2025-02-28 | DUKES LAURA ALLISON | Grant | 18K | — |
| 2025-02-28 | DUKES LAURA ALLISON | Tax withheld | 28K | $17.39 |
| 2025-02-28 | Schlossberg Andrew | Grant | 17K | — |
| 2025-02-28 | Schlossberg Andrew | Grant | 43K | — |
| 2025-02-28 | Lo Andrew Tak Shing | Option exercise | 13K | — |
| 2025-02-28 | Lo Andrew Tak Shing | Option exercise | 17K | — |
| 2025-02-28 | Lo Andrew Tak Shing | Option exercise | 16K | — |
| 2025-02-28 | Lo Andrew Tak Shing | Option exercise | 14K | — |
| 2025-02-28 | Lo Andrew Tak Shing | Option exercise | 18K | — |
| 2025-02-28 | Invesco Advisers, Inc. | Disposition | 4.6K | $28.30 |
| 2025-02-28 | Schlossberg Andrew | Tax withheld | 46K | $17.39 |
| 2025-02-28 | Butcher Stephanie | Tax withheld | 13K | $17.39 |
| 2025-02-28 | Wong Tony | Grant | 15K | — |
| 2025-02-03 | Invesco Advisers, Inc. | Other | 81K | $25.47 |
| 2025-02-03 | Invesco Advisers, Inc. | Grant | 29K | $25.47 |
| 2025-02-01 | Invesco Advisers, Inc. | Grant | 6.6K | $28.34 |
| 2025-01-31 | Invesco Advisers, Inc. | Disposition | 4.6K | $28.34 |
| 2025-01-15 | Sharp Douglas J | Grant | 29K | — |
| 2025-01-15 | Sharp Douglas J | Tax withheld | 14K | $17.05 |
| 2025-01-01 | Invesco Advisers, Inc. | Grant | 6.0K | $28.44 |
| 2024-12-31 | Invesco Advisers, Inc. | Disposition | 4.6K | $28.44 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-09 | 2026-06-09 | 0000914208-26-000202 ↗ |
| 8-K | 2026-05-22 | 2026-05-21 | 0000914208-26-000196 ↗ |
| 8-K | 2026-05-11 | 2026-05-11 | 0000914208-26-000191 ↗ |
| 10-Q | 2026-05-05 | 2026-03-31 | 0000914208-26-000106 ↗ |
| 8-K | 2026-04-28 | 2026-04-28 | 0000914208-26-000102 ↗ |
| 8-K | 2026-04-10 | 2026-04-10 | 0000914208-26-000097 ↗ |
| 8-K | 2026-03-10 | 2026-03-10 | 0000914208-26-000088 ↗ |
| 10-K | 2026-02-24 | 2025-12-31 | 0000914208-26-000079 ↗ |
| 8-K | 2026-02-23 | 2026-02-18 | 0000914208-26-000076 ↗ |
| 8-K | 2026-02-10 | 2026-02-10 | 0000914208-26-000025 ↗ |
| 8-K | 2026-01-27 | 2026-01-27 | 0000914208-26-000017 ↗ |
| 8-K | 2026-01-12 | 2026-01-12 | 0000914208-26-000010 ↗ |