Equities
FinancialsInvestment Banking and Brokerage Services
  • Price (USD)16.14
  • Today's Change0.065 / 0.40%
  • Shares traded4.19m
  • 1 Year change-10.66%
  • Beta1.3588
Data delayed at least 15 minutes, as of Jun 09 2023 20:18 BST.
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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. The Company offers a range of investment strategies across asset classes, investment styles, and geographies. The Company's asset classes include equity, fixed income, balanced, alternatives and money market. The Company's retail assets under management include mutual funds, exchange-traded funds (ETFs), separately managed accounts (SMAs), individual savings accounts, investment companies with variable capital (ICVC), investment trusts, open-end mutual funds, 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)5.84bn
  • Net income in USD631.20m
  • Incorporated2007
  • Employees8.56k
  • Location
    Invesco Ltd1331 SPRING STREET NW, SUITE 2500ATLANTA 30309United StatesUSA
  • Phone+1 (404) 892-0896
  • Websitehttps://www.invesco.com/
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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)
Janus Henderson Group PLC2.11bn345.10m4.65bn2.20k13.021.0614.752.202.162.1613.1326.490.3304--9.34959,500.004.495.815.236.8374.10--13.6017.10--6.170.060464.58-19.974.02-40.253.95-0.113319.51
Freedom Holding Corp559.32m140.26m4.91bn2.81k34.997.1034.498.772.362.529.3911.600.139--0.8046199,045.503.458.319.4924.1180.0484.6424.8133.55--2.320.65070.0072.32103.6353.16103.22140.64--
Evercore Inc2.63bn401.88m4.93bn2.12k12.143.3410.381.879.869.8664.5335.880.924--7.831,239,674.0015.7018.0020.4130.1698.9798.7716.9920.91----0.191824.52-15.9710.01-35.6212.14-5.8214.87
Owl Rock Capital Corp1.32bn624.21m5.32bn--8.600.901920.064.051.591.593.3515.150.0979--69.36--4.644.564.844.7649.1553.9347.4552.72----0.5551105.8417.6849.70-25.3735.07---0.9051
Affiliated Managers Group, Inc.2.24bn1.13bn5.35bn3.95k6.391.643.752.3923.2123.2149.6490.630.2565--5.12567,038.0015.558.5520.5311.63----60.6331.11----0.34796.96-3.430.2125102.5618.61-9.23-45.07
Houlihan Lokey Inc1.81bn254.22m6.21bn2.61k24.383.8919.883.433.743.7426.6423.490.618--6.63693,274.708.6812.7215.9221.62----14.0517.19--2,824.280.0037.19-20.2913.44-41.939.4945.7321.52
Stifel Financial Corp4.73bn608.86m6.22bn9.00k11.241.349.121.325.215.2140.4850.180.1284--3.48525,403.701.752.0410.1310.5198.8198.7013.6614.23--3.500.851713.77-3.988.92-20.8323.6823.8855.19
Voya Financial Inc6.24bn516.00m7.06bn6.10k14.971.79--1.134.804.8057.5540.270.0398----1,022,295.000.30540.5761--------7.6715.20--4.840.28237.6339.93-3.96-77.1924.26--82.06
Jefferies Financial Group Inc7.01bn581.55m7.31bn5.38k13.550.75679.671.042.332.3327.9841.770.1251--1.171,302,570.001.041.742.684.0869.3573.048.3213.68--19.310.769323.14-19.718.06-53.2918.6912.7628.75
Invesco Ltd.5.84bn631.20m7.36bn8.56k11.680.64989.091.261.381.3812.7233.490.1896--7.47677,935.202.773.133.244.6468.6768.9214.6317.48----0.329549.81-12.263.23-50.90-7.2511.55-8.63
SEI Investments Co1.88bn392.17m7.90bn4.81k20.613.9216.714.212.882.8813.7815.110.801--3.80390,991.3016.7222.9918.9827.0084.2584.0120.8727.90----0.0021.233.795.46-13.013.94-2.967.39
Oaktree Capital Group LLC488.96m204.41m8.22bn1.14k11.102.6719.7516.822.002.004.7910.810.0462--10.05428,915.804.194.936.546.8357.3472.1390.5354.49----0.157688.38-66.13-19.64-70.82-7.80-56.35--
TPG Inc1.43bn66.94m8.67bn1.11k132.987.64--6.050.21670.21674.643.770.1626--7.151,291,319.00-2.08---8.90-------12.79------0.1084---64.62---95.68------
Morningstar Inc1.89bn16.80m8.77bn12.41k530.597.2844.784.630.38850.388544.4228.310.5991--5.82154,883.800.69946.940.92959.1757.3959.621.1711.47--4.750.484332.0910.0815.46-63.53-11.0114.2218.94
Equitable Holdings Inc12.38bn1.31bn9.43bn8.20k7.804.34--0.76223.403.4033.2210.450.0459--0.90141,509,268.000.61320.17950.64940.189350.3852.3813.363.39--8.940.6713263.69-20.510.0977429.1517.6010.36--
Marketaxess Holdings Inc735.41m259.08m10.41bn744.0040.129.2832.3614.166.896.8919.5629.770.4409--1.01988,457.0015.5321.1324.0528.2892.4294.1035.2338.81----0.0036.912.7712.79-2.979.3815.2116.23
Data as of Jun 09 2023. Currency figures normalised to Invesco Ltd's reporting currency: US Dollar USD

Institutional shareholders

57.94%Per cent of shares held by top holders
HolderShares% Held
Massachusetts Mutual Life Insurance Co. (Investment Portfolio)as of 14 Jun 202281.33m17.89%
The Vanguard Group, Inc.as of 31 Mar 202351.85m11.40%
BlackRock Fund Advisorsas of 31 Mar 202334.37m7.56%
Trian Fund Management LPas of 31 Mar 202333.94m7.46%
SSgA Funds Management, Inc.as of 31 Mar 202324.31m5.35%
Dimensional Fund Advisors LPas of 31 Mar 20239.39m2.07%
Geode Capital Management LLCas of 31 Mar 20239.35m2.06%
Citadel Advisors LLCas of 31 Mar 20239.09m2.00%
Massachusetts Financial Services Co.as of 31 Mar 20235.69m1.25%
Northern Trust Investments, Inc.(Investment Management)as of 31 Mar 20234.17m0.92%
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Data from 14 Jun 2022 - 31 Mar 2023Source: FactSet Research Systems Inc.
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