Equities
FinancialsFinancial Services
  • Price (USD)23.13
  • Today's Change-1.28 / -5.24%
  • Shares traded2.93m
  • 1 Year change+35.82%
  • Beta1.2202
Data delayed at least 15 minutes, as of Nov 26 2021 18:10 GMT.
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About the company

Invesco Ltd. is an independent investment management firm. The Company has a presence in the retail and institutional markets within the investment management industry in North America; Europe, Middle East and Africa; and Asia-Pacific, serving clients in approximately 120 countries. It offers a range of single-country, regional and global capabilities across many equity, fixed income and alternative asset classes, delivered through a diverse set of investment vehicles. The Company managed approximately $1.35 trillion in assets for investors across the world. It is focused on four long-term strategic objectives, which are designed to sharpen its focus on client needs, further strengthen its business over time and help ensure its long-term success, achieve long-term investment performance; be instrumental to its clients' success; harness the power of its global platform; and perpetuate a high-performance organization.

  • Revenue in USD (TTM)6.76bn
  • Net income in USD1.18bn
  • Incorporated2007
  • Employees8.51k
  • Location
    Invesco Ltd1555 Peachtree St NE Ste 1800ATLANTA 30309United StatesUSA
  • Phone+1 (404) 892-0896
  • Websitehttps://www.invesco.com/
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Mergers & acquisitions

Acquired companyDeal statusDateDate /
Deal status
IVZ:NYQ since
announced
Transaction
value
Student Housing Industrial & Self-Storage Portfolio(6)Deal completed27 Sep 202127 Sep 2021Deal completed-7.26%165.00m
State Street Corp,Boston, Massachusetts-Private asset management busRumoured16 Sep 202116 Sep 2021Rumoured-9.47%--
Data delayed at least 15 minutes, as of Nov 26 2021 18:10 GMT.

Peer analysis

Key Information
CompanyRevenue (TTM)Net income (TTM)Market capEmployeesPrice/earnings (TTM)Price/book value (MRQ)Price/cash flow (TTM)Price/sales (TTM)EPS (excl. extraordinary items, TTM)EPS (incl. extraordinary items, TTM)Revenue per share (TTM)Book value per share (MRQ)Asset turnover (TTM)Inventory turnover (TTM)Receivables turnover (TTM)Revenues per employee (TTM)Return on avg assets (TTM)Return on avg assets (5 yr avg)Return on investment (TTM)Return on investment (5 yr avg)Gross margin (TTM)Gross margin
(5 yr avg)
Net profit margin (TTM)Net Profit margin
(5 yr avg)
Quick ratio (MRQ)Interest coverage (TTM)Total debt to capital (MRQ)Payout ratio
(5 yr avg)
Revenue
(YOY change %)
Revenue
(5 yr growth rate)
Net income
(YOY change %)
Net income
(5 yr growth rate)
Capital expenditure
(5 yr growth rate)
Dividend
(5 yr growth rate)
Evercore Inc3.11bn664.63m6.39bn1.80k9.424.597.952.0515.2115.2171.3031.251.05--7.961,730,542.0026.1616.1640.3327.6999.0298.6024.8517.55----0.199130.5512.6413.0017.8752.2426.9315.36
Voya Financial Inc4.79bn2.00bn6.89bn6.00k4.000.83242.481.4415.5415.1338.2374.620.0282----797,666.701.660.2151--------58.905.36--19.470.229110.112.49-2.56-75.18-7.54--71.88
Affiliated Managers Group, Inc.2.27bn503.20m6.92bn3.90k15.183.788.123.0411.2111.2150.6945.080.2884--5.07583,307.7010.176.7913.239.29----35.2825.08----0.386913.44-9.47-3.981,187.90-17.37-25.96--
Futu Holdings Ltd859.01m364.67m7.29bn1.32k20.122.64--8.492.472.475.7918.860.0742--0.8972653,236.203.15--20.85--81.62--42.45------0.3733--211.88--825.91------
Janus Henderson Group PLC2.73bn657.60m7.63bn2.05k11.671.6410.462.803.833.8315.9027.240.4154--14.491,328,300.0010.475.6212.066.82----25.2116.81----0.060878.024.8414.26-62.27-8.628.08-2.40
Houlihan Lokey Inc1.95bn416.72m7.64bn1.57k18.495.3117.633.926.056.0528.2921.060.9296--10.901,237,976.0019.8812.1129.6918.39----21.3916.54--1,842.110.000536.8831.5817.0770.1835.008.5622.57
Stifel Financial Corp4.55bn717.99m7.64bn8.50k12.001.859.791.686.086.0838.4845.950.1613--3.37534,815.202.671.513.031.7498.7498.5716.5410.21--19.500.2287--8.629.9410.4738.830.9946--
SEI Investments Company1.86bn527.18m8.49bn3.96k16.694.6213.744.563.653.6512.8713.190.8699--4.13469,437.8024.6522.9527.9426.8783.6882.0528.3427.62----0.0022.182.074.77-10.566.161.247.84
Jefferies Financial Group Inc9.07bn1.64bn9.60bn4.95k6.500.92435.301.066.026.0233.2342.280.1652--1.501,834,408.003.011.024.821.4682.2069.8618.219.49--16.230.685931.6036.89-9.76-19.2623.21-9.7718.13
Invesco Ltd.6.76bn1.18bn10.67bn8.51k9.150.96376.221.582.532.5314.5332.700.1964--6.98794,313.905.062.746.764.6468.7069.6425.7715.79----0.363960.270.4613.59-7.19-11.55-1.57-6.07
LPL Financial Holdings Inc7.21bn463.33m12.81bn5.46k28.127.9218.871.785.685.6888.3920.171.06--5.141,515,543.006.797.0011.0610.3198.8498.766.437.57--7.820.651522.674.396.55-15.5822.8716.470.00
Equitable Holdings Inc15.83bn-2.00bn13.13bn11.80k--1.30--0.8297-4.48-4.4836.8228.860.0579--1.321,341,525.00-0.56590.2691-0.59680.28461.6052.17-9.784.73--0.69660.470555.614.144.2860.26--5.21--
Morningstar, Inc.1.62bn212.10m13.39bn9.27k63.409.6637.758.284.904.9037.3632.150.6095--6.86202,719.607.7810.0410.1913.0459.3059.5512.7716.00----0.212726.4717.8511.9947.1111.026.019.57
MarketAxess Holdings Inc.705.24m278.63m13.71bn606.0049.3412.9941.7919.447.317.3118.4927.750.4936--1.301,163,757.0019.5026.4128.3931.5894.3094.2039.5140.12--1,076.590.0033.2434.7717.8546.1125.5324.2924.57
Cboe Global Markets Inc3.47bn449.10m13.74bn1.01k30.793.9322.303.964.194.1932.3632.790.5085--11.433,438,218.006.598.458.579.4340.1144.7612.9714.33--15.280.270839.1937.3040.1225.3018.003.8012.13
Data as of Nov 26 2021. Currency figures normalised to Invesco Ltd's reporting currency: US Dollar USD

Institutional shareholders

34.02%Per cent of shares held by top holders
HolderShares% Held
The Vanguard Group, Inc.as of 30 Sep 202142.95m9.31%
Trian Fund Management LPas of 30 Sep 202136.76m7.97%
BlackRock Fund Advisorsas of 30 Sep 202127.20m5.90%
SSgA Funds Management, Inc.as of 30 Sep 202116.83m3.65%
Dimensional Fund Advisors LPas of 30 Sep 20219.01m1.95%
Geode Capital Management LLCas of 30 Sep 20216.55m1.42%
Massachusetts Financial Services Co.as of 30 Sep 20216.29m1.36%
Northern Trust Investments, Inc.(Investment Management)as of 30 Sep 20214.06m0.88%
Norges Bank Investment Managementas of 31 Dec 20203.90m0.85%
BlackRock Advisors (UK) Ltd.as of 30 Sep 20213.41m0.74%
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Data from 31 Dec 2020 - 30 Sep 2021Source: FactSet Research Systems Inc.
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