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, fixed income, commodity, 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 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 December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
IPO Year:
Exchange: NYSE
Website: invesco.com
| Date | Price Target | Rating | Analyst |
|---|---|---|---|
| 9/12/2024 | $16.00 | Underweight | Wells Fargo |
| 8/27/2024 | $18.00 | Equal Weight | Barclays |
| 1/4/2024 | $21.00 | Outperform | TD Cowen |
| 12/14/2023 | $15.50 → $20.00 | Mkt Perform → Outperform | Keefe Bruyette |
| 7/10/2023 | $15.00 → $21.00 | Market Perform | BMO Capital Markets |
| 5/19/2023 | $16.00 | Neutral | Citigroup |
| 3/29/2023 | $14.50 → $15.00 | Underperform → Neutral | Credit Suisse |
| 1/10/2023 | $19.00 → $20.00 | Buy → Neutral | UBS |
| 12/15/2022 | $22.00 | Overweight | Wells Fargo |
| 10/26/2022 | $13.00 → $11.50 | Neutral → Underperform | Credit Suisse |
TORONTO, Feb. 20, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the February 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on February 27, 2025, will receive cash distributions payable on March 7, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Ticker symbol† Distribution per unit ($) Payment frequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05500 Monthly Fixed income Invesco Canadian Government Floating Rate Index ETF PFL 0.05277 Monthly Invesco 1-5 Year Laddered Investm
PIPE offers exposure to midstream energy infrastructure equities through an actively managed ETF ATLANTA, Feb. 20, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ), a leading global asset management firm, announced today the launch of the Invesco SteelPath MLP & Energy Infrastructure ETF (Ticker: PIPE). The actively managed ETF will offer access to energy infrastructure equities and midstream Master Limited Partnerships (MLPs), delivering exposure to broad macro energy trends and increasing global demand, picked by the expert insight of Invesco SteelPath portfolio managers. "PIPE
ATLANTA, Feb. 11, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today reported preliminary month-end assets under management (AUM) of $1,902.8 billion, an increase of 3.1% versus previous month-end. The firm delivered net long-term inflows of $5.1 billion in the month. Non-management fee earning net inflows were $2.3 billion and money market net inflows were $11.3 billion. AUM was positively impacted by favorable market returns which increased AUM by $37 billion. FX increased AUM by $1.2 billion. Preliminary average total AUM for the quarter through January 31 were $1,873.9 billion, and preliminary average active AUM for the quarter through January 31 were $1,035.9 billion.
ATLANTA, Feb. 11, 2025 /PRNewswire/ -- Invesco Private Credit, a market-leading global private credit platform of Invesco, Ltd., today announced the successful close of its flagship Invesco Direct Lending Fund II, which along with similar vehicles, total $1.4 billion of investable capital. "Our dedicated direct lending team is part of the $48 billion Invesco Private Credit platform with deep resources and expertise built over its 36-year history," said Scott Baskind, CIO and Global Head of Invesco Private Credit. "The direct lending team's capabilities and experience have made
ATLANTA, Feb. 4, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today announced that Allison Dukes, Chief Financial Officer, will participate in a fireside chat at the Bank of America Financial Services Conference on February 11, 2025, at 8 a.m. ET. A link to the live audio webcast will be available on http://ir.invesco.com. For those unable to listen to the live audio webcast, a replay will be available following the event. About Invesco Ltd.Invesco Ltd. is a global independent investment management firm dedicated to delivering an investment experience that helps people get mor
ATLANTA, Feb. 3, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today announced that Andrew Schlossberg, President and Chief Executive Officer, will participate in a fireside chat at the UBS Financial Services Conference on February 10, 2025, at 11:20 a.m. ET. A link to the live audio webcast will be available on http://ir.invesco.com. For those unable to listen to the live audio webcast, a replay will be available following the event. About Invesco Ltd.Invesco Ltd. is a global independent investment management firm dedicated to delivering an investment experience that helps peo
ATLANTA, Feb. 3, 2025 /PRNewswire/ -- The Board of Trustees of each of the Invesco closed-end funds listed below declared dividends. EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 2/18/2025 2/18/2025 2/28/2025 2/28/2025 Name of Closed-EndManagement Investment Company Ticker Monthly Dividend Per Share Change From Prior Distribution % Change From Prior Distribution Invesco Advantage Municipal Income Trust II VKI $0.05591 - - Invesco Bond Fund VBF $0.0700 - - Invesco California Value Municipal Income Trust VCV $0.06461 - - Invesco Municipal Income Opportunities Trust
ATLANTA, Feb. 3, 2025 /PRNewswire/ -- The Board of Trustees (the "Board") of each of Invesco High Income Trust II and Invesco Senior Income Trust (each, a "Fund" and collectively, the "Funds") today declared the following dividends: EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 2/18/2025 2/18/2025 2/28/2025 2/28/2025 Name of Closed-EndManagement Investment Company Ticker Monthly Dividend Amount Per Share Change From Prior Distribution % Change From Prior Distribution Invesco High Income Trust II VLT $0.09641 - - Invesco Senior Income Trust VVR $0.03801 - - The Board of T
TORONTO, Jan. 31, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced that it will waive the full 34 bps management fee on Invesco S&P 500 Equal Weight Income Advantage ETF (QQCI) and Invesco NASDAQ 100 Income Advantage ETF (EQLI) until at least June 30, 2025 as detailed in the table below. ETF Name and Series Ticker Current Mgmt Fee (bps) Effective Net Mgmt Fee (bps) Effective Invesco S&P 500 Equal Weight Income Advantage ETF (CAD Units) EQLI 34 0 Inception – June 30, 2025 Invesco NASDAQ 100 Income Advantage ETF (CAD Units) QQCI 34 0 Inception – June 30, 2025 This extend
ATLANTA, Jan. 31, 2025 /PRNewswire/ -- The Board of Trustees (the "Board") of each of Invesco High Income Trust II and Invesco Senior Income Trust (each, a "Fund" and collectively, the "Funds") today announces the payment of the following dividends: EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 1/17/2025 1/17/2025 1/31/2025 1/31/2025 Name of Closed-EndManagement Investment Company Ticker Monthly Dividend Amount Per Share Change From Prior Distribution % Change From Prior Distribution Invesco High Income Trust II VLT $0.09641 - - Invesco Senior Income Trust VVR $0.03801 -0.00
Matturri brings 35-years of experience building businesses in the financial services industry He led the expansion of the S&P Dow Jones Indices brand into new markets via strategic partnerships Matturri to advise SOFR Academy on strategy execution Today, SOFR Academy, Inc, an economic education and market information provider, announced the appointment of Alexander J. Matturri, Jr. as Senior Advisor to the firm effective immediately. Mr. Matturri was previously Chief Executive Officer of S&P Dow Jones Indices ("S&P DJI"), a position he held from 2007 until retiring in 2020. He led the expansion of the S&P DJI's index business via strategic partnerships with global stock exch
ATLANTA, Jan. 18, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE:IVZ), announced today that the Boards of Trustees (the "Boards") of Invesco Advantage Municipal Income Trust II (VKI), Invesco Bond Fund (VBF), Invesco California Value Municipal Income Trust (VCV), Invesco High Income 2024 Target Term Fund (IHTA), Invesco High Income Trust II (VLT), Invesco Municipal Income Opportunities Trust (OIA), Invesco Municipal Opportunity Trust (VMO), Invesco Municipal Trust (VKQ), Invesco Pennsylvania Value Municipal Income Trust (VPV), Invesco Quality Municipal Income Trust (IQI), Invesco Senior Income Trust (VVR), Invesco Trust for Investment Grade Municipals (VGM),
NEW YORK and PALM BEACH, Fla., Dec. 14, 2023 (GLOBE NEWSWIRE) -- Trian Fund Management, L.P. (together with its affiliates, "Trian", "our" or "we"), which beneficially owns $3 billion of common stock in The Walt Disney Company (NYSE:DIS) ("Disney" or the "Company"), today submitted a notice of its intention to nominate two independent director candidates for election to the Disney Board of Directors (the "Board") at the Company's 2024 Annual Meeting of Shareholders (the "2024 Annual Meeting"). Disney is one of the most iconic companies in the world with unrivaled scale, unparalleled customer loyalty, irreplaceable intellectual property ("IP"), and an enviable commercial flywheel. However,
ESTEEMED INVESTORS AND STRENGTHENED BOARD TO SUPPORT AIMIA'S GROWTH AND FURTHER ITS STRATEGY THOMAS FINKE TO BE APPOINTED CHAIRMAN OF THE BOARD OF DIRECTORS (All figures in Canadian dollars unless otherwise noted) TORONTO, Oct. 13, 2023 /CNW/ - Aimia Inc. (TSX:AIM) ("Aimia" or the "Company"), a holding company focused on long-term global investments, announced today a strategic investment of up to 10,475,000 Aimia common shares ("Common Shares") together with up to 10,475,000 Common Share purchase warrants ("Warrants") in a private placement (the "Private Placement") by several arm's length, seasoned strategic investors, including current and former Fortune 500 company CEOs and executives.
Doug Sharp, Senior Managing Director and Head of EMEA, to assume expanded leadership role for the Americas and EMEA, and global responsibility for ETFs, SMAs and digital capabilitiesStephanie Butcher, Chief Investment Officer, EMEA, and Tony Wong, Global Head of Fixed Income Investments, named Senior Managing Directors and Co-Heads of InvestmentsGreg McGreevey, Senior Managing Director and Head of Investments, to retireATLANTA, Feb. 8, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) announced today that Marty Flanagan, under whose strong leadership Invesco has grown to become one of the world's leading global investment management firms, has decided to retire as President and CEO on June 30, 20
SOFR Academy, Inc. today announced that Alex Edmans has joined the firm's Panel of Advisors effective immediately. Edmans is Professor of Finance at London Business School where he has taught since 2013. Commenting on the appointment, Marcus Burnett, Chief Executive Officer of SOFR Academy, said, "Alex is a recognized thought leader in several areas that are important to our firm including corporate finance, responsible business and behavioral finance. He brings a wide range of valuable perspectives that will help SOFR Academy and our stakeholders navigate the future. We welcome Alex to our Advisory Board and we look forward to his advice and counsel." Professor Edmans said, "I'm thrilled
ATLANTA, Dec. 28, 2020 /PRNewswire/ -- Invesco Mortgage Capital Inc. (the "Company") (NYSE: IVR) today announced that its Board of Directors declared a quarterly dividend on shares of its common stock. Common Stock Dividend The Company's Board of Directors declared a cash dividend of $0.08 per share of common stock for the fourth quarter of 2020. The dividend will be paid on January 26, 2021 to stockholders of record on January 12, 2021, with an ex-dividend date of January 11, 2021. The Company expects that all cash and stock dividends paid on the Company's common stock and all cash dividends paid on its Series A, Series B and Series C preferred stock in 2020 will be characterized as
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Wells Fargo initiated coverage of Invesco with a rating of Underweight and set a new price target of $16.00
Barclays initiated coverage of Invesco with a rating of Equal Weight and set a new price target of $18.00
TD Cowen initiated coverage of Invesco with a rating of Outperform and set a new price target of $21.00
Keefe Bruyette upgraded Invesco from Mkt Perform to Outperform and set a new price target of $20.00 from $15.50 previously
BMO Capital Markets resumed coverage of Invesco with a rating of Market Perform and set a new price target of $21.00 from $15.00 previously
Citigroup initiated coverage of Invesco with a rating of Neutral and set a new price target of $16.00
Credit Suisse upgraded Invesco from Underperform to Neutral and set a new price target of $15.00 from $14.50 previously
UBS downgraded Invesco from Buy to Neutral and set a new price target of $20.00 from $19.00 previously
Wells Fargo initiated coverage of Invesco with a rating of Overweight and set a new price target of $22.00
Credit Suisse downgraded Invesco from Neutral to Underperform and set a new price target of $11.50 from $13.00 previously
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TORONTO, Feb. 20, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the February 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on February 27, 2025, will receive cash distributions payable on March 7, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Ticker symbol† Distribution per unit ($) Payment frequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05500 Monthly Fixed income Invesco Canadian Government Floating Rate Index ETF PFL 0.05277 Monthly Invesco 1-5 Year Laddered Investm
ATLANTA, Feb. 3, 2025 /PRNewswire/ -- The Board of Trustees of each of the Invesco closed-end funds listed below declared dividends. EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 2/18/2025 2/18/2025 2/28/2025 2/28/2025 Name of Closed-EndManagement Investment Company Ticker Monthly Dividend Per Share Change From Prior Distribution % Change From Prior Distribution Invesco Advantage Municipal Income Trust II VKI $0.05591 - - Invesco Bond Fund VBF $0.0700 - - Invesco California Value Municipal Income Trust VCV $0.06461 - - Invesco Municipal Income Opportunities Trust
ATLANTA, Feb. 3, 2025 /PRNewswire/ -- The Board of Trustees (the "Board") of each of Invesco High Income Trust II and Invesco Senior Income Trust (each, a "Fund" and collectively, the "Funds") today declared the following dividends: EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 2/18/2025 2/18/2025 2/28/2025 2/28/2025 Name of Closed-EndManagement Investment Company Ticker Monthly Dividend Amount Per Share Change From Prior Distribution % Change From Prior Distribution Invesco High Income Trust II VLT $0.09641 - - Invesco Senior Income Trust VVR $0.03801 - - The Board of T
ATLANTA, Jan. 31, 2025 /PRNewswire/ -- The Board of Trustees (the "Board") of each of Invesco High Income Trust II and Invesco Senior Income Trust (each, a "Fund" and collectively, the "Funds") today announces the payment of the following dividends: EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 1/17/2025 1/17/2025 1/31/2025 1/31/2025 Name of Closed-EndManagement Investment Company Ticker Monthly Dividend Amount Per Share Change From Prior Distribution % Change From Prior Distribution Invesco High Income Trust II VLT $0.09641 - - Invesco Senior Income Trust VVR $0.03801 -0.00
AVANTA Residential is pleased to announce the closing of an $8 million preferred equity investment for the development of Boardwalk Village, marking the company's second preferred equity investment. This investment underscores Avanta's commitment to supporting the growth of the Build-to-Rent industry while reinforcing its strategic focus on preferred equity investing. Boardwalk Village will include 203 high-quality patio homes to meet the growing demand in the area. Strategically located 30 miles from downtown Houston and just north of the Woodlands, the community will benefit from access to the amenities of both areas via I-45. In addition, Boardwalk Village is in the Conroe Independent
Invesco Announces Fourth Quarter Diluted EPS of $0.46; Adjusted Diluted EPS(1) of $0.52 ATLANTA, Jan. 28, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today reported financial results for the three months and year ended December 31, 2024. $25.6 billion of net long-term inflows for the quarter, primarily driven by ETFs and APAC Managed$65.1 billion of net long-term inflows for the full year 2024, primarily driven by ETFs, APAC Managed, Fundamental Fixed Income and Private Markets$1.85 trillion in ending AUM, an increase of 2.8% from the prior quarter and an increase of 16.4% f
TORONTO, Jan. 23, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the January 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on January 30, 2025, will receive cash distributions payable on February 7, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Ticker symbol† Distribution per unit ($) Payment frequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05584 Monthly Fixed income Invesco 1-3 Year Laddered Floating Rate Note Index ETF PFL 0.05308 Monthly Invesco 1-5 Year Laddered Inv
ATLANTA, Jan. 7, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) will release its fourth quarter 2024 results on Tuesday, January 28. The earnings release and presentation materials are scheduled to be released and posted to the Investor Relations section of the Company's website, www.invesco.com/corporate, at approximately 7 a.m. ET. A conference call to discuss Invesco's results will be held at 9 a.m. ET on that day; the live audio webcast and replay can be accessed through the same website under Events and Earnings Releases. Those wishing to participate should call: US & Canad
ATLANTA, Jan. 2, 2025 /PRNewswire/ -- The Board of Trustees of each of the Invesco closed-end funds listed below declared dividends. EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 1/17/2025 1/17/2025 1/31/2025 1/31/2025 Name of Closed-EndManagement Investment Company Ticker MonthlyDividend Per Share ChangeFrom PriorDistribution % ChangeFrom PriorDistribution Invesco Advantage Municipal Income Trust II VKI $0.05591 - - Invesco Bond Fund VBF $0.07001 -0.0150 -18 % Invesco California Value Municipal Income Trust VCV $0.06461 - - Invesco Municipal Income Opportunities Tr
ATLANTA, Jan. 2, 2025 /PRNewswire/ -- The Board of Trustees (the "Board") of each of Invesco High Income Trust II and Invesco Senior Income Trust (each, a "Fund" and collectively, the "Funds") today declared the following dividends: EX-DATE RECORD DATE REINVEST DATE PAYABLE DATE 1/17/2025 1/17/2025 1/31/2025 1/31/2025 Name of Closed-EndManagement Investment Company Ticker MonthlyDividendAmount PerShare ChangeFrom PriorDistribution % ChangeFrom PriorDistribution Invesco High Income Trust II VLT $0.09641 - - Invesco Senior Income Trust VVR $0.03801 -0.0050 -12 % The Board