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About the company
Invesco Ltd. (Invesco) is an independent investment management firm. Invesco serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East and Africa (EMEA) and Asia-Pacific in approximately 110 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. The Company's asset classes include money market, balanced, equity, fixed income and alternatives. Its asset management capabilities include mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), model portfolios, indexing and insurance solutions, individual savings accounts (ISA), investment companies with variable capital (ICVC), unit investment trusts (UIT), and variable insurance funds. Invesco's client base includes public and private entities, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions and sovereign wealth funds.
- Revenue in USD (TTM)6.86bn
- Net income in USD1.32bn
- Incorporated2007
- Employees8.55k
- LocationInvesco Ltd1555 Peachtree St NE Ste 1800ATLANTA 30309United StatesUSA
- Phone+1 (404) 892-0896
- Websitehttps://www.invesco.com/
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Mergers & acquisitions
| Acquired company | IVZ:NYQ since announced | Transaction value |
|---|---|---|
| Student Housing Industrial & Self-Storage Portfolio(6) | -25.34% | 165.00m |
| State Street Corp,Boston, Massachusetts-Private asset management bus | -27.12% | -- |
Data delayed at least 15 minutes, as of May 25 2022 21:10 BST.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Virtu Financial Inc | 2.50bn | 338.51m | 4.51bn | 973.00 | 8.70 | 3.27 | 5.98 | 1.80 | 2.97 | 2.97 | 21.72 | 7.89 | 0.2136 | -- | 1.25 | 2,569,553.00 | 5.28 | 6.24 | 6.85 | 8.22 | 63.72 | 64.71 | 24.72 | 24.57 | -- | -- | 0.6892 | 36.32 | -13.21 | 31.97 | -26.69 | 70.48 | 24.28 | 0.00 |
| Futu Holdings Ltd | 906.44m | 358.00m | 4.62bn | 2.32k | 13.24 | 1.77 | -- | 5.10 | 2.38 | 2.38 | 5.95 | 17.78 | 0.0823 | -- | 0.7839 | 391,046.10 | 3.25 | 2.57 | 18.93 | 18.49 | 83.05 | 79.84 | 39.50 | 35.14 | -- | -- | 0.3403 | -- | 114.91 | 141.28 | 112.01 | -- | 77.15 | -- |
| Evercore Inc | 3.37bn | 753.78m | 4.74bn | 1.95k | 6.19 | 3.15 | 5.22 | 1.41 | 17.70 | 17.70 | 78.97 | 34.76 | 1.19 | -- | 9.07 | 1,726,825.00 | 31.08 | 19.34 | 42.62 | 32.96 | 99.17 | 98.72 | 26.14 | 21.01 | -- | -- | 0.1912 | 24.05 | 44.71 | 17.82 | 111.12 | 47.08 | 8.69 | 15.85 |
| Affiliated Managers Group, Inc. | 2.46bn | 561.80m | 4.94bn | 4.05k | 10.27 | 1.92 | 5.20 | 2.01 | 12.44 | 12.44 | 54.50 | 66.39 | 0.3028 | -- | 5.05 | 607,555.60 | 11.01 | 7.14 | 14.52 | 9.72 | -- | -- | 36.36 | 25.93 | -- | -- | 0.3786 | 12.87 | 18.98 | 1.91 | 179.77 | 2.99 | -16.10 | -- |
| Owl Rock Capital Corp | 1.06bn | 511.02m | 5.15bn | -- | 10.04 | 0.8777 | 16.26 | 4.84 | 1.30 | 1.30 | 2.71 | 14.88 | 0.0858 | -- | 94.05 | -- | 4.12 | 5.03 | 4.21 | 5.27 | 51.04 | 56.34 | 48.03 | 58.76 | -- | -- | 0.545 | 104.55 | 27.15 | 104.15 | 61.16 | 106.51 | -- | 83.25 |
| Houlihan Lokey Inc | 2.27bn | 437.75m | 5.64bn | 1.57k | 13.06 | -- | 11.58 | 2.48 | 6.41 | 6.41 | 33.26 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 19.31 | 17.95 | -- | 2,250.57 | -- | -- | 48.81 | 21.09 | 39.96 | 32.22 | -- | 19.36 |
| Stifel Financial Corp | 4.76bn | 788.77m | 6.66bn | 8.60k | 9.39 | 1.52 | 7.79 | 1.40 | 6.65 | 6.65 | 40.14 | 47.40 | 0.1506 | -- | 3.13 | 553,469.90 | 2.61 | 1.94 | 2.94 | 2.22 | 98.74 | 98.66 | 17.34 | 13.08 | -- | 27.00 | 0.2552 | 8.66 | 25.28 | 12.60 | 65.74 | 59.02 | 46.16 | -- |
| Voya Financial Inc | 7.71bn | 1.03bn | 6.73bn | 6.00k | 7.94 | 1.09 | 5.30 | 0.8729 | 8.29 | 8.28 | 63.02 | 60.66 | 0.0475 | -- | -- | 1,285,000.00 | 1.15 | 0.5327 | -- | -- | -- | -- | 24.29 | 14.45 | -- | 11.16 | 0.2381 | 6.16 | -45.25 | -13.66 | 1,074.01 | 190.76 | -- | 77.00 |
| Jefferies Financial Group Inc | 8.28bn | 1.40bn | 7.51bn | 5.56k | 6.04 | 0.7182 | 4.71 | 0.9075 | 5.20 | 5.20 | 30.65 | 43.68 | 0.1416 | -- | 1.03 | 1,490,118.00 | 2.43 | 1.66 | 3.91 | 2.54 | 80.32 | 73.31 | 17.19 | 13.51 | -- | 11.27 | 0.6925 | 21.27 | 28.49 | 18.36 | 116.71 | -- | -8.39 | -0.3096 |
| SEI Investments Company | 2.04bn | 607.43m | 7.68bn | 4.37k | 13.05 | 3.89 | 10.93 | 3.76 | 4.29 | 4.29 | 14.40 | 14.38 | 0.9038 | -- | 4.36 | 467,642.70 | 26.86 | 23.58 | 30.20 | 27.62 | 84.31 | 83.01 | 29.72 | 28.45 | -- | -- | 0.015 | 21.09 | 13.91 | 6.48 | 22.20 | 10.36 | -8.47 | 6.50 |
| Invesco Ltd. | 6.86bn | 1.32bn | 8.47bn | 8.55k | 6.54 | 0.7475 | 4.70 | 1.23 | 2.85 | 2.85 | 14.79 | 33.73 | 0.2057 | -- | 7.32 | 806,319.80 | 5.50 | 3.24 | 6.99 | 5.21 | 68.84 | 69.34 | 26.74 | 18.36 | -- | -- | 0.3533 | 49.38 | 12.19 | 7.77 | 165.79 | 10.28 | -5.93 | -9.74 |
| TPG Inc | 5.30bn | 1.55bn | 8.75bn | 1.01k | 5.60 | 5.75 | 8.56 | 1.65 | 5.06 | 5.06 | 17.28 | 4.93 | -- | -- | -- | 5,235,006.00 | -- | -- | -- | -- | -- | -- | 68.97 | -- | -- | -- | 0.0912 | -- | 153.16 | -- | 118.39 | -- | -- | -- |
| MarketAxess Holdings Inc. | 689.54m | 242.20m | 10.44bn | 676.00 | 43.40 | 10.22 | 34.90 | 15.14 | 6.37 | 6.37 | 18.14 | 27.07 | 0.4239 | -- | 0.9517 | 1,020,036.00 | 14.89 | 23.83 | 23.96 | 30.24 | 93.53 | 94.60 | 35.12 | 40.11 | -- | 683.37 | 0.00 | 34.83 | 1.43 | 13.57 | -13.86 | 15.37 | 22.30 | -- |
| Morningstar, Inc. | 1.76bn | 184.50m | 10.57bn | 10.04k | 58.27 | 7.83 | 31.84 | 6.00 | 4.25 | 4.25 | 40.61 | 31.61 | 0.6361 | -- | 6.27 | 184,543.70 | 6.51 | 8.72 | 8.56 | 11.38 | 58.47 | 59.71 | 10.23 | 14.10 | -- | 103.07 | 0.2718 | 27.54 | 22.30 | 16.30 | -13.55 | 3.72 | 10.14 | -- |
| Equitable Holdings Inc | 14.91bn | 1.54bn | 11.21bn | 7.80k | 7.72 | 1.77 | 38.39 | 0.7516 | 3.81 | 3.81 | 36.50 | 20.70 | 0.0538 | -- | 1.26 | 1,912,051.00 | 0.7268 | 0.1179 | 0.7726 | 0.1243 | 57.87 | 52.29 | 13.51 | 2.14 | -- | 2.95 | 0.534 | -- | 9.19 | 2.53 | 26.11 | -- | 4.35 | -- |
| Cboe Global Markets Inc | 3.46bn | 499.70m | 11.44bn | 1.20k | 23.07 | 3.21 | 17.13 | 3.31 | 4.67 | 4.67 | 32.33 | 33.59 | 0.4564 | -- | 9.16 | 2,891,723.00 | 6.62 | 7.74 | 9.02 | 8.83 | 44.20 | 42.17 | 14.50 | 13.89 | -- | 18.57 | 0.3088 | 38.22 | 1.98 | 39.69 | 12.91 | 23.31 | 2.81 | 13.40 |
Data as of May 25 2022. Currency figures normalised to Invesco Ltd's reporting currency: US Dollar USD
57.06%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| Massachusetts Mutual Life Insurance Co. (Investment Portfolio)as of 29 Apr 2022 | 79.78m | 17.54% |
| Trian Fund Management LPas of 04 Apr 2022 | 55.76m | 12.26% |
| The Vanguard Group, Inc.as of 31 Mar 2022 | 50.97m | 11.21% |
| BlackRock Fund Advisorsas of 31 Mar 2022 | 26.41m | 5.81% |
| SSgA Funds Management, Inc.as of 31 Mar 2022 | 16.69m | 3.67% |
| Dimensional Fund Advisors LPas of 31 Mar 2022 | 8.94m | 1.97% |
| Massachusetts Financial Services Co.as of 31 Mar 2022 | 6.89m | 1.51% |
| Geode Capital Management LLCas of 31 Mar 2022 | 6.78m | 1.49% |
| JPMorgan Investment Management, Inc.as of 31 Mar 2022 | 3.85m | 0.85% |
| Northern Trust Investments, Inc.(Investment Management)as of 31 Mar 2022 | 3.46m | 0.76% |
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Data from 30 Sep 2021 - 31 Mar 2022Source: FactSet Research Systems Inc.
