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Invesco Ltd
(NYSE: IVZ)
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AdChoices
36.70
+0.01
+0.03%
After Hours :
36.65
-0.05
-0.14%

Open

36.50

Previous Close

36.69

Volume (Avg)

2.66M (2.71M)

Day's Range

36.34-36.75

52Wk Range

31.73-41.44

Market Cap.

15.84B

Dividend Rate (Yield )

1.00 (2.59%)

Beta

2.10

Shares Outstanding

431.65M

P/E Ratio (EPS)

17.73 (2.21)

AdChoices
Fundamentals
  • Key statistics
  • Growth
  • Profitability
  • Financial health
  • Price ratios
  • Trading statistics
  • Management effectiveness
Industry Asset Management
Highlights
Analyst Recommendation: Outperform
    • Revenue

    • 4.64B

    • Net Income

    • 940.30M

    • Market Cap.

    • 15.84B

    • Enterprise Value

    • 19.32B

    • Net Profit Margin %

    • 19.73

    • PEG (Price/Earnings Growth) Ratio

    • 0.90

    • Beta

    • 2.10

    • Forward P/E

    • 12.89

    • Price/Sales

    • 3.27

    • Price/Book Value

    • 1.85

    • Price/Cash flow

    • 15.22

      • EBITDA

      • 1.51B

      • Return on Capital %

      • 5.14

      • Return on Equity %

      • 11.70

      • Return on Assets %

      • 5.14

      • Book Value/Share

      • 19.81

      • Shares Outstanding

      • 431.65M

      • Last Split Factor (Date)

      • 25:10 (11/8/2000)

      • Last Dividend (Ex-Date)

      • 0.25 (8/19/2014)

      • Dividend Declaration Date

      • 7/31/2014

      Analyst Recommendation
      10/17/2014
      Outperform
        • 1 Year Price Target

        • 40.75

        • Credit Rating

        • A-

        • Analysts

        • 7

        • EPS Estimate

        • 2.74

        • Cashflow Estimate

        • 2.93

        Morningstar Consensus estimate data
        • Growth Rate (%)

        • Company

        • Industry

          • Sales (Revenue)

            Q/Q (last year)

          • 13.60

          • 10.32

          • Net Income

            YTD/YTD (last year)

          • 29.30

          • 15.27

          • Net Income

            Q/Q (last year)

          • 32.40

          • 51.01

          • Sales (Revenue)

            5-Year Annual Average

          • 7.03

          • 12.38

          • Net Income

            5-Year Annual Average

          • 12.70

          • 9.22

          • Dividends

            5-Year Annual Average

          • 10.26

          • 36.48

          • Profit Margins (%)

          • Company

          • Industry

            • Gross Margin

            • 100.00

            • 87.52

            • Pre-Tax Margin

            • 28.31

            • 40.10

            • Net Profit Margin

            • 19.73

            • 21.62

            • Average Gross Margin

              5-Year Annual Average

            • 100.00

            • 76.36

            • Average Pre-Tax Margin

              5-Year Annual Average

            • 21.50

            • 24.41

            • Average Net Profit Margin

              5-Year Annual Average

            • 16.00

            • 101.70B

            • Financial Ratios

            • Company

            • Industry

              • Debt/Equity Ratio

              • 0.19

              • 0.55

              • Current Ratio

              • 0.54

              • 4.28

              • Quick Ratio

              • 0.50

              • 4.21

              • Interest Coverage

              • 8.69

              • 29.03

              • Leverage Ratio

              • 2.33

              • 9.25

              • Book Value/Share

              • 19.81

              • 16.94

              • Price Ratios

              • Company

              • Industry

                • Current P/E Ratio

                • 17.89

                • 15.31

                • P/E Ratio 5-Year High

                • 20.03

                • 961.17

                • P/E Ratio 5-Year Low

                • 7.02

                • 133.85

                • Price/Sales Ratio

                • 3.30

                • 3.40

                • Price/Book Value

                • 1.87

                • 1.87

                • Price/Cash Flow Ratio

                • 15.22

                • 15.15

                • Key Metrics

                • Company

                  • Shares Short

                    as of 9/30/2014

                  • 4.37M

                  • Short Ratio

                    as of 9/30/2014

                  • 1.68

                  • Short % of Float

                    as of 9/30/2014

                  • 1.03

                  • Shares Short

                    prior month

                  • 5.86M

                  • Trailing Annual Dividend Yield

                  • -

                  • 5 Year Average Dividend Yield

                  • 0.02

                  • Key Metrics

                  • Company

                    • Payout Ratio

                    • 44.72

                    • Dividend Date

                    • 7/31/2014

                    • Ex-Dividend Date

                    • 8/19/2014

                    • Last Split Factor

                      new per old

                    • 25:10

                    • Last Split Date

                    • 11/8/2000

                    • Key Metrics

                    • Company

                    • Industry

                      • Return on Equity %

                        (5-Year Average)

                      • 11.70

                        (7.90)

                      • 11.81

                        (7.89)

                      • Return on Assets %

                        (5-Year Average)

                      • 5.14

                        (3.70)

                      • 1.31

                        (1.02)

                      • Return on Capital %

                        (5-Year Average)

                      • 7.92

                        (5.90)

                      • 7.31

                        (5.20)

                      • Income/Employee

                      • 164.83k

                      • 128.38k

                      • Inventory Turnover

                      • -

                      • 11.35

                      • Asset Turnover

                      • 0.26

                      • 0.06

                      Current Historical
                      Financials
                      • Income Statement
                      • Balance Sheet
                      • Cash Flow
                      Operating Income
                      1.12B
                      Operating Margin
                      24.12
                      Total Equity
                      -
                      Retained Earnings
                      -
                      Free Cashflow
                      -
                      Price/Cashflow
                      15.22
                      Ownership

                      Institutional Ownership

                      88.83%

                      Top 10 Institutions

                      36.81%

                      Mutual Fund Ownership

                      47.99%

                      Float

                      98.26%

                      5% / Insider Ownership

                      1.11%

                      Corporate insiders or major stockholders reporting trading activity in the stock.

                      Top Mutual Fund Owners

                      Top Institutional Owners

                      Mutual Fund Name

                      Institution Name

                      • Mutual Fund Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • Vanguard Total Stock Mkt Idx

                      •  

                        7,043,001

                      • 0.35

                      • 1.63

                      • T. Rowe Price Capital Appreciation Fund

                      •  

                        6,297,600

                      • 26.54

                      • 1.46

                      • T. Rowe Price Blue Chip Growth Fund

                      •  

                        5,669,500

                      • -1.64

                      • 1.31

                      • T. Rowe Price Growth Stock Fund

                      •  

                        5,150,904

                      • -1.75

                      • 1.19

                      • Vanguard Five Hundred Index Fund

                      •  

                        4,492,000

                      • 0.24

                      • 1.04

                      • Vanguard Institutional Index Fund

                      •  

                        4,383,111

                      • -1.07

                      • 1.02

                      • SPDR® S&P 500 ETF

                      •  

                        4,301,120

                      • -1.10

                      • 0.93

                      • Goldman Sachs Mid Cap Value Fund

                      •  

                        3,967,100

                      • -4.48

                      • 0.92

                      • JPMorgan Mid Cap Value Fund

                      •  

                        3,935,302

                      • 0.00

                      • 0.91

                      • American Century Growth Fund

                      •  

                        3,525,521

                      • 17.50

                      • 0.82

                      • Institution Name

                      • Shares Held

                      • % Change

                      • % Outstanding

                      • T. Rowe Price Associates, Inc.

                      •  

                        36,225,570

                      • +3.78%

                      • 8.39

                      • Vanguard Group, Inc.

                      •  

                        22,195,585

                      • -0.08%

                      • 5.14

                      • Fidelity Management and Research Company

                      •  

                        20,119,468

                      • -7.35%

                      • 4.66

                      • State Street Corp

                      •  

                        18,964,844

                      • -0.93%

                      • 4.39

                      • J.P. Morgan Investment Management Inc.

                      •  

                        18,445,298

                      • -3.26%

                      • 4.27

                      • BlackRock Fund Advisors

                      •  

                        12,895,629

                      • -1.20%

                      • 2.99

                      • Citadel Advisors Llc

                      •  

                        8,893,932

                      • +8.10%

                      • 2.06

                      • Neuberger Berman LLC

                      •  

                        7,309,865

                      • +8.68%

                      • 1.69

                      • Goldman Sachs Asset Management, L.P.

                      •  

                        6,946,836

                      • -12.55%

                      • 1.61

                      • Lord, Abbett & Co LLC

                      •  

                        6,936,293

                      • -8.11%

                      • 1.61

                      Company Profile

                      Sector

                      Financial Services

                      Industry

                      Asset Management

                      Type

                      Classic Growth

                      Style

                      Large Core

                      Invesco Ltd. was founded in 1935. It's an investment management company. By delivering the combined power of its distinctive investment management capabilities, the Company provides a comprehensive range of enduring solutions for its...more clients. It has significant presence in the institutional and retail markets within the investment management industry in North America, U.K., Europe and Asia-Pacific, serving clients in more than 100 countries. It measure relative investment performance by comparing its investment capabilities to competitors' products, industry benchmarks and client investment objectives. It focuses on strategic objectives that are designed to further strengthen its business over time and help ensure its long-term success. The Company recently launched the Global Targeted Return produc...moret line, with strong flows to the new fund in the U.K. market. The Company operates under one business segment, investment management because all of the components are similar due to the common nature of products and services offered, type of clients, methods of distribution, manner in which each component is operated, extent to which they share assets and resources, and the extent to which they support and benefit from common product development efforts. The Company competes with a number of investment management firms, commercial banks, investment banks, broker dealers, hedge funds, insurance companies and other financial institutions. It operates in several countries and several states and other taxing jurisdictions through its various subsidiaries, and must allocate its income, expenses, and earnings under the various laws and regulations of each of these taxing jurisdictions.lessless

                      Key People

                      Martin L. Flanagan

                      CEO/Director/President

                      Rex D. Adams

                      Chairman of the Board/Director

                      Loren M. Starr

                      CFO/Other Corporate Officer

                      Mr. Robert H. Rigsby

                      Managing Director, Divisional

                      Denis Kessler

                      Director

                      • Invesco Ltd

                      • 1555 Peachtree Street, North East

                      • Atlanta, GA 30309

                      • BMU.Map

                      • Phone: +1 404 892-0896

                      • Fax: -

                      • invesco.com

                      Incorporated

                      1935

                      Employees

                      5,932

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