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 |
|---|---|---|---|
| 4/9/2025 | $22.00 → $13.00 | Buy → Hold | TD Cowen |
| 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 |
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4 - Invesco Ltd. (0000914208) (Reporting)
TD Cowen downgraded Invesco from Buy to Hold and set a new price target of $13.00 from $22.00 previously
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 $22.00
TORONTO, May 22, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the May 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on May 29, 2025, will receive cash distributions payable on June 6, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Ticker symbol† Distribution per unit ($) Payment frequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05715 Monthly Fixed income Invesco Canadian Government Floating Rate Index ETF PFL 0.04499 Monthly Invesco 1-5 Year Laddered Investment Grade Co
ATLANTA, May 20, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today announced that Andrew Schlossberg, President and Chief Executive Officer, will participate in a fireside chat at the Bernstein Strategic Decisions Conference at 1:30 p.m. ET on May 29, 2025. A link to the live audio webcast will be available on the Investor Relations website. 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
ATLANTA, May 12, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ)1 today reported preliminary month-end assets under management (AUM) of $1,840.0 billion, a decrease of 0.3% versus previous month-end. The firm delivered net long-term inflows of $1.3 billion in the month. Non-management fee earning net outflows were $2.0 billion and money market net outflows were $12.1 billion. Unfavorable market returns decreased AUM by $1 billion. FX increased AUM by $9.2 billion. Preliminary average total AUM for the quarter through April 30 were $1,817.3 billion, and preliminary average active AUM for the quarter through April 30 were $1,027.3 billion.
Invesco launches three high-quality, active ETF strategies that effectively leverage the expertise of its in-house active managers. ATLANTA, May 7, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ), a leading global asset management firm, announced today the launch of three active ETFs that offer access to the unique, in-house expertise of Invesco leading active managers. The three strategies - Invesco QQQ Hedged Advantage ETF (QQHG), Invesco Comstock Contrarian Equity ETF (CSTK) and Invesco Managed Futures Strategy ETF (IMF) - deliver Invesco's distinctive expertise in ways that align with clients' preferences.
Mr. Finke Joins VENU to Help Guide Corporate Expansion and Reinforce Strategic Oversight Venu Holding Corporation ("VENU" or the "Company") (NYSE:VENU), a developer, owner, and operator of upscale live music venues and premium hospitality destinations, today announced the appointment of financial thought leader and strategic growth advisor, Thomas M. Finke, to its Board of Directors. Known for his financial leadership and growth-driven mindset, Finke will officially assume the position on May 5, 2025, to support VENU's bold growth vision and strategic trajectory through the capital markets This press release features multimedia. View the full release here: https://www.businesswire.com/news
ATLANTA, May 1, 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 5/16/2025 5/16/2025 5/30/2025 5/30/2025 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 $0.0646 - - Invesco High Income Trust II VLT $0.09641 - - Inv
TORONTO, April 22, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the April 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on April 29, 2025, will receive cash distributions payable on May 7, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Tickersymbol† Distribution perunit ($) Paymentfrequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05638 Monthly Fixed income Invesco Canadian Government FloatingRate Index ETF PFL 0.04548 Monthly Invesco 1-5 Year Laddered InvestmentGrade Co
MassMutual also to Provide Seed Capital Investment to Support Scale of Both Firms' Private Wealth Offerings ATLANTA, April 22, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) and MassMutual announced today an agreement for Invesco to repurchase $1 billion of its $4 billion of outstanding Invesco, Ltd Series A Preferred Stock otherwise noncallable until May 2040 at the price and on terms described in the agreement. The all-cash repurchase, which will be funded through debt financing, is expected to close in May 2025. Further, the repurchase agreement between Invesco Ltd. and MassMutual provides for the possibility of future repurchases of the remaining $3 billion of outstanding Preferred Stock i
Invesco Announces First Quarter Diluted EPS of $0.38; Adjusted Diluted EPS(1) of $0.44 ATLANTA, April 22, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today reported financial results for the three months ended March 31, 2025. $17.6 billion of net long-term inflows for the quarter, primarily driven by ETFs and Index, Fundamental Fixed Income, and China JV & India$1.8 trillion in ending AUM18.1% operating margin in Q1 2025; 31.5% adjusted operating margin(1)Announced an increase in the quarterly common stock dividend to $0.21 per share reflective of strong cash position and sta
ATLANTA, April 9, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ)1 today reported preliminary month-end assets under management (AUM) of $1,844.8 billion, a decrease of 2.3% versus previous month-end. The firm delivered net long-term inflows of $6.5 billion in the month. Non-management fee earning net outflows were $1.7 billion and money market net inflows were $5.8 billion. AUM was negatively impacted by unfavorable market returns which decreased AUM by $60 billion. FX and reinvested distributions increased AUM by $5.2 billion. Preliminary average total AUM for the quarter through March 31 were $1,880.8 billion, and preliminary average active AUM for the quarter through March 31 were $1,043.1
Mr. Finke Joins VENU to Help Guide Corporate Expansion and Reinforce Strategic Oversight Venu Holding Corporation ("VENU" or the "Company") (NYSE:VENU), a developer, owner, and operator of upscale live music venues and premium hospitality destinations, today announced the appointment of financial thought leader and strategic growth advisor, Thomas M. Finke, to its Board of Directors. Known for his financial leadership and growth-driven mindset, Finke will officially assume the position on May 5, 2025, to support VENU's bold growth vision and strategic trajectory through the capital markets This press release features multimedia. View the full release here: https://www.businesswire.com/news
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 $0.08 per share of common stock for the fourth quarter of 2020. The dividend will be paid on January 26, 2021 to stockholders of record on January 12, 2021, with an ex-dividend date of January 11, 2021. The Company expects that all cash and stock dividends paid on the Company's common stock and all cash dividends paid on its Series A, Series B and Series C preferred stock in 2020 will be characterized as
TORONTO, May 22, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the May 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on May 29, 2025, will receive cash distributions payable on June 6, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Ticker symbol† Distribution per unit ($) Payment frequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05715 Monthly Fixed income Invesco Canadian Government Floating Rate Index ETF PFL 0.04499 Monthly Invesco 1-5 Year Laddered Investment Grade Co
ATLANTA, May 1, 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 5/16/2025 5/16/2025 5/30/2025 5/30/2025 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 $0.0646 - - Invesco High Income Trust II VLT $0.09641 - - Inv
TORONTO, April 22, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the April 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on April 29, 2025, will receive cash distributions payable on May 7, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Tickersymbol† Distribution perunit ($) Paymentfrequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05638 Monthly Fixed income Invesco Canadian Government FloatingRate Index ETF PFL 0.04548 Monthly Invesco 1-5 Year Laddered InvestmentGrade Co
MassMutual also to Provide Seed Capital Investment to Support Scale of Both Firms' Private Wealth Offerings ATLANTA, April 22, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) and MassMutual announced today an agreement for Invesco to repurchase $1 billion of its $4 billion of outstanding Invesco, Ltd Series A Preferred Stock otherwise noncallable until May 2040 at the price and on terms described in the agreement. The all-cash repurchase, which will be funded through debt financing, is expected to close in May 2025. Further, the repurchase agreement between Invesco Ltd. and MassMutual provides for the possibility of future repurchases of the remaining $3 billion of outstanding Preferred Stock i
Invesco Announces First Quarter Diluted EPS of $0.38; Adjusted Diluted EPS(1) of $0.44 ATLANTA, April 22, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today reported financial results for the three months ended March 31, 2025. $17.6 billion of net long-term inflows for the quarter, primarily driven by ETFs and Index, Fundamental Fixed Income, and China JV & India$1.8 trillion in ending AUM18.1% operating margin in Q1 2025; 31.5% adjusted operating margin(1)Announced an increase in the quarterly common stock dividend to $0.21 per share reflective of strong cash position and sta
ATLANTA, April 1, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) will release its first quarter 2025 results on Tuesday, April 22. 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 & Canada
ATLANTA, March 25, 2025 /PRNewswire/ -- Invesco Mortgage Capital Inc. (the "Company") (NYSE:IVR) today announced that its Board of Directors declared a cash dividend of $0.34 per share of common stock for the first quarter of 2025. The dividend will be paid on April 25, 2025 to stockholders of record at the close of business on April 7, 2025, with an ex-dividend date of April 7, 2025. "Despite recent market volatility, the environment for agency mortgage-backed securities investment remains compelling. We reduced our common stock dividend to a level that enables us to pay a co
ATLANTA, March 24, 2025 /PRNewswire/ -- The Board of Trustees authorized several Invesco closed-end funds to declare dividends. Last week, Invesco Advisors, Inc., a subsidiary of Invesco Ltd. (NYSE:IVZ), announced that the Board of Trustees of each of two closed-end funds, Invesco Senior Income Trust (NYSE:VVR) and Invesco High Income Trust II (NYSE:VLT), removed the Managed Distribution Plans (MDP) with respect to each fund. The removal of the MDPs does not mean that the funds' monthly distributions are being eliminated, or that the monthly frequency and timing of distributi
TORONTO, March 21, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the March 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on March 28, 2025, will receive cash distributions payable on April 7, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Ticker symbol† Distribution per unit ($) Payment frequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05616 Monthly Fixed income Invesco Canadian Government Floating Rate Index ETF PFL 0.05280 Monthly Invesco 1-5 Year Laddered Investment G
ATLANTA, March 20, 2025 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE:IVZ), announced today that, effective immediately, the Board of Trustees ("Board") of each of Invesco High Income Trust II (NYSE:VLT) and Invesco Senior Income Trust (NYSE:VVR) (each, a "Fund" and collectively, the "Funds") terminated the Managed Distribution Plan for each Fund (individually, the "VLT Plan" and "VVR Plan" and collectively, the "Plans"). Pursuant to the VLT Plan, VLT paid a stated fixed monthly distribution amount based on a distribution rate of 8.5% of the closin