Invesco's fee income — effectively 100% of total revenue — grew roughly 27% from $1.5B in 2024Q2 to $1.9B in 2026Q3, suggesting record long-term inflows are building a structurally higher recurring revenue base that drove operating income of $436.5M and a 42.8% efficiency ratio in the latest quarter.
Price trend, volume and key moving averages
Start with the evidence for owning the stock and the risks that can break the thesis.
Fee income of $1.9B in 2026Q3 lifted revenue ~27% over ten quarters and compressed the efficiency ratio to 42.8%, but the range from 17.9% to 155.2% across recent quarters signals unpredictable operating leverage; net interest income remains immaterial at -$10.5M (under 1% of revenue).
Invesco shares have outperformed the S&P 500, delivering significant total returns. Assets under management have grown substantially, reaching $2.2 trillion as of Q1 2026, driven by inflows into ETFs and index products.
The planned conversion of QQQ from a unit investment trust to an open-ended ETF is expected to boost Invesco's annual revenue by an estimated $140 million, with much of this flowing directly to net income. This conversion is seen as a major positive for the stock.
Invesco's broad range of investment capabilities, including active, passive, and alternative strategies, positions it well for continued stabilization and growth. The firm's focus on broadening wealth management exposure, particularly in alternative credit and real estate, is also a strategic positive.
Trailing total returns as of 11/7/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $0.72-2.7% vs $0.74 | $1.4B-0.1% vs $1.4B |
Q3 2026 Jul 28, 2026 | $0.71+6.6% vs $0.67 | $1.3B+0.8% vs $1.3B |
Q2 2026 Apr 28, 2026 | $0.57-1.2% vs $0.58 | $1.3B-0.3% vs $1.3B |
Q1 2026 Jan 27, 2026 | $0.62+6.9% vs $0.58 | $1.3B+0.4% vs $1.3B |
Citizens Financial Group Inc. RI raised its position in Invesco Ltd. (NYSE: IVZ) by 338.0% in the undefined quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 43,273 shares of the asset manager's stock after acquiring an additional 33,394 shares during the
Invesco NYSE: IVZ reported third-quarter net long-term inflows of $35.1 billion, representing annualized organic growth of 6.3%, as growth in ETFs, index products, multi-asset strategies and international markets helped drive assets under management above $2.5 trillion.
Invesco Ltd. ( IVZ ) Q3 2026 Earnings Call October 27, 2026 9:00 AM EDT Company Participants Gregory Ketron - Head of Investor Relations & Treasury Andrew Schlossberg - President, CEO & Director Allison Dukes - Senior MD & CFO Conference Call Participants Y.
ATLANTA, Oct. 27, 2026 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today it is working with Anthropic to bring its data to support portfolio intelligence and practice management available through Claude for Financial Advisors.
Benchmark IVZ against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Invesco Ltd. (IVZ)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $27.08 | $12B | -16.93 | 4.75% | -4.48% | -1.96% | 3.07% | |
| $33.73 | $17.53B | 37.07 | 3.52% | 9.56% | 6.35% | 3.93% | |
| $108.41 | $23.23B | 11.72 | 3.12% | 28.4% | 17.96% | 4.71% | |
| $362.63 | $9.58B | 15.95 | 21.05% | 33.86% | 19.67% | 0.01% | |
| $127.35 | $850.97M | 6.38 | -7.13% | 15.72% | 11.02% | 7.32% | |
| $174.99 | $473.29M | 9.77 | 4.48% | 30.89% | 27.03% | 5.71% |
Invesco Ltd. (IVZ) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Invesco Ltd. (IVZ) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Oct 27, 2026·SEC
Oct 9, 2026·SEC
Feb 24, 2026·SEC
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Invesco Ltd. (IVZ) stock FAQ — growth, dividends, profitability & financials explained
Invesco Ltd. (IVZ) grew revenue by 4.8% in fiscal year 2025, compared with the prior fiscal year.
No. Invesco Ltd. (IVZ) reported a net loss of $78.7M over the trailing twelve months.
Yes. Invesco Ltd. (IVZ) pays a dividend that yields 3.07% at the current price, a moderate yield.
Invesco Ltd. (IVZ) had a return on equity (ROE) of -2.0% in fiscal year 2025. A negative ROE means the company lost money over the period.
Invesco Ltd. (IVZ) has a net interest margin (NIM) of -0.1%. NIM has been under pressure due to interest rate environment.
Invesco Ltd. (IVZ) has an efficiency ratio of 54.8%. This is excellent, indicating strong cost control.
