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 | $22.00 | Overweight | Wells Fargo |
TORONTO, June 20, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the June 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on June 27, 2025, will receive cash distributions payable on July 8, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Tickersymbol† Distribution per unit ($) Paymentfrequency Asset allocation Invesco Low Volatility Portfolio ETF PLV 0.05595 Monthly Fixed income Invesco Canadian Government Floating Rate Index ETF PFL 0.04654 Monthly Invesco 1-5 Year Laddered Investment Grade C
Continued uncertainty: Precise estimates of where tariff rates will settle, timing of interest rate changes, and detailed inflation and growth forecasts remain uncertain in the near term. Federal Reserve: US rates will likely remain on hold for a while longer with potential for aggressive cutting in the event of significant slowdown of economic activity. Non-US assets: Our base case suggests that non-US assets are increasingly attractive.ATLANTA, June 11, 2025 /PRNewswire/ -- Invesco released its 2025 Midyear Investment Outlook with insights on the near-term expectation for global markets through the remainder of the year.
ATLANTA, June 10, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ)1 today reported preliminary month-end assets under management (AUM) of $1,942.7 billion, an increase of 5.6% versus previous month-end. The firm delivered net long-term inflows of $6.1 billion in the month. Non-management fee earning net inflows were $6.3 billion and money market net inflows were $19.4 billion. AUM was positively impacted by favorable market returns which increased AUM by $70 billion. FX increased AUM by $0.9 billion. Preliminary average total AUM for the quarter through May 31 were $1,859.6 billion, and preliminary average active AUM for the quarter through May 31 were $1,041.4 billion.
ATLANTA, June 3, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today announced that Allison Dukes, Chief Financial Officer, will participate in a fireside chat at the Morgan Stanley U.S. Financials Conference at 11:25 a.m. ET on June 10, 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 helps people get
ATLANTA, June 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 6/17/2025 6/17/2025 6/30/2025 6/30/2025 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 $0.0700 - - Invesco California Value Municipal Income Trust VCV $0.06461 - - Invesco High Income Trust II VLT $0.09641 - - Invesco
TORONTO, May 22, 2025 /CNW/ -- Invesco Canada Ltd. ("Invesco") announced today the May 2025 distributions for its exchange-traded funds (ETFs). Unitholders of record on May 29, 2025, will receive cash distributions payable on June 6, 2025. Details of the "per-unit" distribution amounts are as follows: Invesco ETF name Ticker symbol† Distribution per unit ($) 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
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