Invesco Ltd. · NYSE (us_market)
Financial Services · Asset Management · United States
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
| Event Period | Drawdown | Buy Point (Bottom) | Sell Point (Peak) | ticker.setupCols.buyScore | ticker.setupCols.sellScore | Max Return | Algo Return |
|---|---|---|---|---|---|---|---|
DROP2026-01-16$29.44 RISE2026-04-07$22.77 PEAK2026-05-29$28.46 133d | -22.7% 81d | Missed | Missed | — | — | +25.0% 52d | Missed |
DROP2025-01-28$19.34 RISE2025-06-05$14.25 PEAK2025-08-28$22.06 212d | -26.3% 128d | Missed | Missed | — | — | +54.8% 84d | Missed |
DROP2025-01-28$19.34 RISE2025-04-08$12.14 PEAK2025-07-03$16.73 156d | -37.2% 70d | Missed | Missed | — | — | +37.8% 86d | Missed |
DROP2024-01-08$18.22 RISE2024-04-30$14.17 PEAK2024-07-26$17.42 200d | -22.2% 113d | Missed | Missed | — | — | +22.9% 87d | Missed |
DROP2023-07-12$18.40 RISE2023-10-23$12.52 PEAK2024-01-08$18.22 180d | -32.0% 103d | Missed | Missed | — | — | +45.5% 77d | Missed |
DROP2023-02-02$20.21 RISE2023-05-31$14.38 PEAK2023-07-12$18.40 160d | -28.8% 118d | Missed | Missed | — | — | +28.0% 42d | Missed |
DROP2023-02-02$20.21 RISE2023-03-23$15.04 PEAK2023-04-19$17.47 76d | -25.6% 49d | Missed | Missed | — | — | +16.2% 27d | Missed |
DROP2022-05-27$19.54 RISE2022-09-30$13.70 PEAK2022-11-11$19.77 168d | -29.9% 126d | 2022-06-17 $16.12 | 2022-11-11 $19.77 | 84Deep Value | 59Value Trap Risk | +44.3% 42d | +22.6% Held 147d |
DROP2022-03-30$23.42 RISE2022-07-13$15.64 PEAK2022-08-12$19.07 135d | -33.2% 105d | 2022-04-26 $19.03 | 2022-08-12 $19.07 | 82Deep Value | 79Deep Value | +21.9% 30d | +0.2% Held 108d |
DROP2021-11-01$26.53 RISE2022-03-07$18.64 PEAK2022-03-30$23.42 149d | -29.7% 126d | 2022-03-04 $18.95 | 2022-03-30 $23.42 | 72Deep Value | 76Deep Value | +25.6% 23d | +23.6% Held 26d |
DROP2020-06-08$11.55 RISE2020-08-04$9.77 PEAK2020-10-15$14.25 129d | -15.4% 57d | Missed | Missed | — | — | +45.9% 72d | Missed |
DROP2020-02-11$18.89 RISE2020-05-15$6.70 PEAK2020-06-08$11.55 118d | -64.5% 94d | Missed | Missed | — | — | +72.4% 24d | Missed |
DROP2020-02-11$18.89 RISE2020-03-23$7.61 PEAK2020-06-08$11.55 118d | -59.7% 41d | Missed | Missed | — | — | +51.8% 77d | Missed |
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While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
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Stocks trading between $10 and $50 can be particularly interesting as they frequently represent businesses that have survived their early challenges. However, investors should remain vigilant as some may still have unproven business models, leaving them vulnerable to the ebbs and flows of the broader market.
| 30d | 90d | YTD | 1y | |
|---|---|---|---|---|
| IVZ | +9.93% | +8.92% | +8.34% | +96.82% |
| XLF | -0.65% | +0.55% | -5.82% | +1.22% |
| Alpha (stock − sector) | +10.58% | +8.37% | +14.16% | +95.60% |
| Fund | Style | Shares | Value | % of Port | Change vs. last quarter | Period |
|---|---|---|---|---|---|---|
| StateStreet | passive | 16.71M | $405.77M | 0.01% | Trimmed-22.5% | 2026-03-31 |
| DEShaw | quant | 2.97M | $72.16M | 0.04% | Added+191.7% | 2026-03-31 |
| Citadel | multi-strat | 1.60M | $38.94M | 0.05% | Trimmed-14.0% | 2026-03-31 |
| FidelityFMR | fundamental | 578.8K | $14.06M | 0.00% | Trimmed-19.6% | 2026-03-31 |
| TwoSigma | quant | 387.1K | $9.40M | 0.01% | Added+138.8% | 2026-03-31 |
| Wellington | fundamental | 252.1K | $6.12M | 0.00% | Added+16.7% | 2026-03-31 |
| TRowePrice | fundamental | 12.12M | $294.34K | 0.03% | Added+80.1% | 2026-03-31 |
| Filed | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| 2026-05-19 | Beshar Sarah | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-19 | Finke Thomas M | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-19 | GIBBONS THOMAS P | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-19 | Glavin William Francis Jr | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-19 | Johnson Elizabeth S. | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-19 | Sheinwald Nigel | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-19 | Tolliver Paula | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-19 | WAGONER G RICHARD JR | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-19 | WOMACK CHRISTOPHER C | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-19 | WOOD PHOEBE A | Director | A Grant / award | 8,112 | — | +$0 |
| 2026-05-05 | Invesco Advisers, Inc. | Director | A Grant / award | 85,861 | $25.83 | +$2.22M |
| 2026-05-05 | Invesco Realty, Inc. | Director · 10% Owner | A Grant / award | 301,575 | $24.87 | +$7.50M |
| 2026-05-05 | Invesco Realty, Inc. | Director · 10% Owner | A Grant / award | 301,860 | $24.85 | +$7.50M |
| 2026-05-05 | Invesco Realty, Inc. | Director · 10% Owner | A Grant / award | 300,693 | $24.94 | +$7.50M |
| 2026-05-05 | Invesco Realty, Inc. | Director · 10% Owner | A Grant / award | 290,330 | $25.83 | +$7.50M |
| 2026-05-04 | Invesco Advisers, Inc. | Director | A Grant / award | 13,479 | $28.27 | +$381.0K |
| 2026-05-04 | Invesco Advisers, Inc. | Director | D Disposition (other) | 5,779 | $28.27 | −$163.3K |
| 2026-04-02 | Invesco Advisers, Inc. | Director | A Grant / award | 11,257 | $28.16 | +$317.0K |
| 2026-04-02 | Invesco Advisers, Inc. | Director | D Disposition (other) | 5,779 | $28.16 | −$162.7K |
| 2026-03-17 | Smith Alan Leonard | SMD and CHRO | M Option exercise(deriv) | 8,641 | — | +$0 |
| 2026-03-17 | Smith Alan Leonard | SMD and CHRO | F Tax withholding | 3,849 | $23.00 | −$88.5K |
| 2026-03-17 | Smith Alan Leonard | SMD and CHRO | A Grant / award | 8,641 | — | +$0 |
| 2026-03-03 | Wong Tony | Senior Managing Director | A Grant / award(deriv) | 66,317 | — | +$0 |
| 2026-03-03 | Wong Tony | Senior Managing Director | M Option exercise(deriv) | 16,612 | — | +$0 |
| 2026-03-03 | Wong Tony | Senior Managing Director | M Option exercise(deriv) | 15,343 | — | +$0 |
| Report Date | EPS Estimate | EPS Actual | Surprise |
|---|---|---|---|
| 2026-07-21upcoming | 0.61 | — | — |
| 2026-04-28 | 0.58 | 0.57 | -1.21% |
| 2026-01-27 | 0.58 | 0.62 | +7.10% |
| 2025-10-28 | 0.44 | 0.61 | +37.73% |
| 2025-07-22 | 0.40 | 0.36 | -10.70% |
| 2025-04-22 | 0.39 | 0.44 | +13.91% |
| 2025-01-28 | 0.47 | 0.52 | +9.63% |
| 2024-10-22 | 0.43 | 0.44 | +1.76% |
| 2024-07-23 | 0.40 | 0.43 | +8.09% |
| 2024-04-23 | 0.40 | 0.33 | -17.45% |
| 2024-01-23 | 0.40 | 0.47 | +18.69% |
| 2023-10-24 | 0.35 | 0.35 | -1.07% |
| 2023-07-25 | 0.40 | 0.31 | -21.61% |
| 2023-04-25 | 0.36 | 0.38 | +4.88% |
| 2023-01-24 | 0.36 | 0.39 | +7.27% |
| 2022-10-25 | 0.41 | 0.34 | -17.31% |