IVZ
Invesco PlcNYSE
Financial Services • Asset Management
Updated 24 hours ago
Coverage limited
Factor tilt: Momentum-tilted Large Cap
$28.92-1.16%
Close Oct 13, 2026
- Market cap
- $12.82B
- 1 month
- -8.2%
- 3 months
- -4.6%
- 1 year
- +28.7%
- 52-week range
- $22.44$33.31
- Dividend, last 12 mo
- $0.85 · 2.94% yield
- Last ex-date
- Aug 14, 2026 · $0.215
- Dividend growth
- 4 years in a row
- Next-quarter EPS estimate
- $0.74Quarter to Sep 30, 2026 · 13 analysts · revenue $1.38B
- Short interest
- 4.5% of float16.1M shares · settled Sep 30, 2026 · +23.2% since Sep 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $6.9B
- Net income
- -$64.5M
- Free cash flow
- —
- Book value
- $12.47B
- Total debt
- —
- P/E
- —
- Price / sales
- 1.9×
- Price / book
- 1×
- FCF yield
- —
- Net margin
- -0.9%
EODHD (TTM) · as of Oct 13, 2026
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: MEDIUM
93 top institutions tracked
as of 2026-Q2 (filed 2026-09-23)
Last 13F trend: unchanged (light)
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Sentiment: bearish
Last trade: sell 30 days ago
Red flags: 0
Largest 13-F holders · Q2 2026
669 filers reported a long position in IVZ for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $2.1B | 81.3M | Unchanged |
| BlackRock, Inc. | $1B | 38.7M | -0.1% |
| VANGUARD CAPITAL MANAGEMENT LLC | $741.7M | 28.1M | +0.5% |
| DIMENSIONAL FUND ADVISORS LP | $573.1M | 21.7M | +1.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $487.1M | 18.5M | -4.2% |
| STATE STREET CORP | $443.2M | 16.8M | +0.5% |
| MILLENNIUM MANAGEMENT LLC | $414M | 15.7M | -27.5% |
| AQR CAPITAL MANAGEMENT LLC | $332.6M | 12.6M | +0.6% |
| GEODE CAPITAL MANAGEMENT, LLC | $329.4M | 12.5M | -2.6% |
| GOLDMAN SACHS GROUP INC | $294.2M | 11.1M | +5.7% |
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