Invesco Ltd. (IVZ)

Invesco's stock has been influenced by several events over the past six months. The share price increased by 29.38% between September 30, 2024, and September 26, 2025. The company reported its Q4 2024, Q1 2025, and Q2 2025 earnings. Q1 2025 results were stronger than expected, with an adjusted profit of $0.44 per share and investment management fees rising by nearly 5%. Assets under management also increased by 11% year-over-year in Q1 2025. In April 2025, Invesco announced a 2.5% increase in its dividend and announced cash distributions for its ETFs in September, August, and July 2025, and changes to its Canadian product lineup in August 2025. Analyst ratings have generally maintained a "Hold" consensus, with several firms raising their price targets. Invesco also plans to change its QQQ ETF structure, pending fundholder approval.

Specific seasonal patterns for the demand of Invesco Ltd.'s products and services were not explicitly detailed. However, the company has observed strong demand for ETFs, SMAs, investment-grade fixed income, and global equities, particularly in Asia and China. Additionally, Invesco has seen strong demand for real estate credit products, such as its INCREF fund. The firm's investment management fees in Q1 2025 were driven by investor demand for safer assets.

Invesco Ltd. is a global independent investment management firm founded in 1935 and headquartered in Atlanta, Georgia. It operates in the Financial Services sector, offering investment products and services to institutional, retail, and high-net-worth investors. Its core business includes active investment management, passive investment solutions (ETFs), and alternative investments. As of July 2025, Invesco managed $2.025 trillion in assets, with passive products accounting for 46% of its total AUM.

Invesco Ltd. has a significant global presence, operating in over 25 countries across the Americas, Europe, the Middle East, Africa, and Asia-Pacific. The Americas region accounts for 76.7% of its net sales, followed by Europe/Middle East/Africa at 18.8%, and Asia/Pacific at 4.5%.

As of September 2025, Invesco holds a "Medium" ESG Risk Rating with a "Moderate" highest controversy level. Key material ESG issues include product governance, business ethics, and data privacy & cybersecurity. There has been "Significant insider selling over the past 3 months." No major public reputational crises or events significantly affecting Invesco's brand reputation were detailed in the past year beyond these risk assessments.

Invesco Ltd.'s ownership is primarily composed of institutional investors, who hold approximately 52.89% of the company's stock. Major institutional owners include Massachusetts Mutual Life Insurance Co, Vanguard Group Inc, BlackRock, Inc., State Street Corp, and Dimensional Fund Advisors Lp. Public companies and individual investors own about 46.43% of the stock, while insiders hold approximately 0.69%.