Invesco Ltd. (IVZ)

Over the past six months, Invesco Ltd. stock has experienced some fluctuations. The stock declined by 11.20% over the last six months and 11.15% year-to-date as of June 27, 2025. The share price as of June 20, 2025, was $14.81, representing a decline of 1.86% from June 21, 2024. Key events impacting the stock price include Q4 2023, Q1 2024 and Q1 2025 Earnings Reports, an analyst downgrade by TD Cowen on April 9, 2025, and AUM fluctuations.

Demand seasonality for Invesco is influenced by patterns in the financial industry. Performance fees tend to be higher in the fourth quarter and decrease in the first quarter. Payroll taxes tend to be higher in the first quarter, while marketing expenses are typically higher in the fourth quarter. Invesco has seen momentum build throughout the year for private and alternative credit strategies. Net long-term flows have remained positive across all three of Invesco's regions, with a notable pickup in the second half of the year in Asia-Pacific and EMEA markets. Secular shifts in client demand can alter the asset mix, potentially impacting investment management fees.

Invesco Ltd. is an independent global investment management firm headquartered in Atlanta, Georgia. The company operates within the Financial Services sector, specifically in the Asset Management industry. Invesco provides a wide array of investment solutions to retail, institutional, and high-net-worth investors, corporations, pension funds, and financial institutions. Invesco's major products and services encompass equities, fixed income, alternatives, multi-asset solutions, exchange-traded funds (ETFs), mutual funds and unit trusts, institutional separate accounts and collective trusts, and wealth management services. As of March 31, 2025, Invesco managed approximately $1.8 trillion in assets globally.

Invesco has a significant global presence, operating in more than 25 countries and serving clients in over 120 countries. Its portfolio managers, analysts, and researchers are located across North America, Europe, the Middle East and Africa (EMEA), and Asia-Pacific regions. The company has a particularly strong and growing presence in Asia-Pacific, with offices in Australia, China (including a joint venture, Invesco Great Wall), Hong Kong, India, Japan, Singapore, South Korea, and Taiwan.

Invesco generally maintains a strong brand and reputation within the investment management industry. Its annual reports have a usefulness score of 4.7 out of 5.0, suggesting a positive perception. Invesco emphasizes its commitment to delivering an investment experience that helps people achieve financial goals. One notable event was a $450 million settlement in 2004 due to allegations of improper trading practices. The company's ESG Risk Rating is categorized as "Medium" with a score of 21.61, and it has a "Moderate" highest controversy level related to business ethics incidents.

Invesco Ltd. has significant institutional ownership. Institutional shareholders own about 90.03% of the company, holding approximately 463.5 million to 464.5 million shares. Major institutional owners include Massachusetts Mutual Life Insurance Co., Vanguard Group Inc., and BlackRock, Inc. MM Asset Management Holding LLC is identified as the largest individual Invesco shareholder, owning 81.33 million shares, representing 18.17% of the company.