Invesco (IVZ)
Invesco is a global investment manager that helps individuals and institutions grow their wealth by managing a wide range of funds and investment products.
Is Invesco a good stock for a UK beginner?
The honest version: There's no rating here and nothing for sale. In its favour: Strong recent growth in both revenue and earnings. Worth weighing: Negative net margins suggest recent profitability challenges. Below, we lay out what it does, what its numbers mean, and the honest risks, so you can decide for yourself.
Over about 2 years to 2026-07-31. This is the share price only - reinvesting the dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
How much has Invesco actually fallen?
Over the last 2 years of daily prices, Invesco fell as much as −37% from a high to a later low. Drops of this size are a normal part of owning a share - worth knowing in advance, so a dip doesn't come as a shock.
Worst peak-to-trough fall in the daily closing price over the period we hold. Past falls are not a forecast - it can fall further, or recover.
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
The company successfully captures a larger share of the growing global investment market.
A prolonged period of market stagnation or a shift toward low-cost automated investing.
What does Invesco do?
Invesco makes its money by charging fees to manage money for clients, including everything from traditional mutual funds to exchange-traded funds. Because they manage such a vast amount of assets, even small changes in the stock market can have a big impact on their bottom line. How much money clients choose to keep invested with them is what to follow, as this directly dictates their fee income.
On our factor screen it looks strongest on value and growth, and weakest on quality.
- ✓Pays a dividend - about 2.9% a year
- ✓Growing - revenue up about 20% over the year
- ✓Low debt - a sturdier balance sheet
- Value screens high (79/100)
- Growth screens high (75/100)
- Momentum screens high (74/100)
- Strong recent growth in both revenue and earnings
- Provides a steady dividend income for shareholders
- Heavy reliance on stock market performance to generate fees
- Intense competition from low-cost index fund providers
- Potential for regulatory changes in the financial services sector
What do Invesco's numbers mean?
How much money does Invesco make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Does Invesco pay a dividend?
Yes - Invesco currently pays a dividend of about 2.9% a year (the yearly payout as a share of the price). A dividend is a slice of profit handed to shareholders; the yield moves as the price moves, and a company can cut or stop it.
What do the numbers say about Invesco's dividend?
There's no rating here, and we don't judge whether the dividend will continue - that would be advice. Here are the figures income investors usually look at, and what each one means, so you can weigh it up yourself.
Figures are from the latest available data and can be distorted by one-off results. Past payments don't predict future ones, and a dividend can be cut at any time. This lays out the numbers to help you understand them - it is not a view on what will happen.
When does Invesco report earnings, and how did recent quarters go?
Invesco is next scheduled to report on about 2026-10-27 - dates can move, and we don't predict results; this just tells you when to look.
Each quarter a company reports its results against what analysts expected. ‘Beating’ or ‘missing’ is about that expectation, not whether the business is doing well in absolute terms.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-07-28 | $0.66 | $0.71 | Beat +7% |
| 2026-04-28 | $0.58 | $0.57 | Missed -1% |
| 2026-01-27 | $0.58 | $0.62 | Beat +7% |
| 2025-10-28 | $0.44 | $0.61 | Beat +38% |
| 2025-07-22 | $0.40 | $0.36 | Missed -11% |
| 2025-04-22 | $0.39 | $0.44 | Beat +14% |
Across the last 6 quarters here, Invesco came in ahead of what analysts expected 4 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Reported vs expected earnings per share (EPS) from published results; the expectation is the analyst consensus, not our view. Report dates are estimates that can move.
More in Financial Services
What are the scenarios for Invesco?
An illustrative range for the year ahead, with the assumption behind each case — not a prediction or a price target.
What are the pros and cons of Invesco?
How many points the write-up makes each way — a balance check, not a score or verdict.
- Strong recent growth in both revenue and earnings
- Provides a steady dividend income for shareholders
- Well-established brand in the global investment space
- Negative net margins suggest recent profitability challenges
- High beta indicates the stock can be a bumpy ride for investors
- Return on equity: How much profit the company makes for each £1 shareholders have put in. Higher usually means a more efficient business. is currently negative
- Heavy reliance on stock market performance to generate fees
- Intense competition from low-cost index fund providers
- Potential for regulatory changes in the financial services sector
The write-up's own warning lights — if these start happening, the case above changes.
- A sustained period of negative revenue growth
- A significant and permanent loss of assets under management
Built from public filings & market prices, checked for an education-only tone, and never a price target. How we make these →
This plain-English summary was auto-generated on 2026-08-02 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.