Invesco Ltd.(IVZ)Stock Analysis
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This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
IVZ Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Invesco Ltd. (IVZ), a Financials sector company. IVZ is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), Invesco Ltd. reports quarterly revenue of $1.7B, net income of $219.1M, free cash flow of $198.4M. Top institutional holders of IVZ by reported 13-F value include MORGAN STANLEY, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, BANK OF AMERICA /DE/, based on the most recent SEC filings. IVZ trades on the NYSE exchange and files with the SEC under CIK 914208. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate IVZ daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Invesco Ltd. directly from SEC EDGAR.
Revenue
Q1 2026
$1.7B
Net Income
Q1 2026
$219.1M
Free Cash Flow
Q1 2026
$198.4M
ROIC
Q1 2026
2.3%
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
+11.6% YoYNet Income
Operating Income
-60.0% YoYEPS (Diluted)
-119.2% YoYTotal Assets
-6.4% YoYTotal Debt
+22.5% YoYOp. Cash Flow
+17.3% YoY| Metric | FY 2025 | FY 2023 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $6.38B +11.6% | $5.72B -5.5% | $6.05B -12.3% | $6.89B +12.2% | $6.15B +0.5% | $6.12B |
| Net Income | — | $-333.7M -148.8% | $683.9M -50.9% | $1.39B +165.4% | $524.8M -7.1% | $564.7M |
| Operating Income | $-695.7M -60.0% | $-434.8M -133.0% | $1.32B -26.3% | $1.79B +94.3% | $920.4M +13.9% | $808.2M |
| EPS (Diluted) | $-1.60 -119.2% | $-0.73 -149.0% | $1.49 -50.2% | $2.99 +164.6% | $1.13 -11.7% | $1.28 |
| Total Assets | $27.09B -6.4% | $28.93B -2.8% | $29.76B -9.0% | $32.69B -10.5% | $36.50B -7.4% | $39.42B |
| Total Debt | $1.83B +22.5% | $1.49B +0.1% | $1.49B -28.7% | $2.09B +0.1% | $2.08B +0.1% | $2.08B |
| Operating Cash Flow | $1.53B +17.3% | $1.30B +85.0% | $703.2M -34.8% | $1.08B -12.4% | $1.23B +10.2% | $1.12B |
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Available Research
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Top Institutional Holders of IVZ
MORGAN STANLEY
$6.6B34,154,520 shNORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
$5.2B27,094,873 shBANK OF AMERICA CORP /DE/
$4.9B25,370,060 shInvesco Ltd.
$2.7B11,197,565 shLPL Financial LLC
$2.5B10,526,183 shUBS Group AG
$2.2B11,342,821 shInvesco Ltd.
$2.1B10,924,826 shMASSACHUSETTS MUTUAL LIFE INSURANCE CO
$2.0B81,332,319 shBARCLAYS PLC
$1.9B10,017,500 shWELLS FARGO & COMPANY/MN
$1.8B101,757,943 sh
| Fund | Value | Shares |
|---|---|---|
| MORGAN STANLEY | $6.6B | 34,154,520 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $5.2B | 27,094,873 |
| BANK OF AMERICA CORP /DE/ | $4.9B | 25,370,060 |
| Invesco Ltd. | $2.7B | 11,197,565 |
| LPL Financial LLC | $2.5B | 10,526,183 |
| UBS Group AG | $2.2B | 11,342,821 |
| Invesco Ltd. | $2.1B | 10,924,826 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE CO | $2.0B | 81,332,319 |
| BARCLAYS PLC | $1.9B | 10,017,500 |
| WELLS FARGO & COMPANY/MN | $1.8B | 101,757,943 |
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Popular Research
Is IVZ a good stock to buy?
13F Pro's AI-powered analysis of Invesco Ltd. (IVZ) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for IVZ are available on the IVZ stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own IVZ?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling IVZ. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Invesco Ltd.'s investment landscape.