US · USD

IVZ

Invesco Plc

$30.50-0.52% (-$0.16)Updated 10/5/26, 5:01 PM

Day's range: $30.07 – $30.76
Day's volume: $109.8M
52-week range: $21.78 – $33.31

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IVZ in numbers

Market cap: $13.5B

P/B: 1.08

Dividend yield (12m): 2.79%

The 12-month dividend yield of IVZ is 2.79%, below its 5-year average of 3.85%.

IVZ price history

10/06/202510/05/2026

Compare with

IVZ risk and return

Monthly closes adjusted for splits and distributions.

Metric	12 months	36 months	60 months
Return	+27.58%	+140.02%	+67.62%
Volatility (annualized)	26.07%	34.94%	37.25%
Largest drawdown	-10.27%	-26.75%	-39.91%
Positive months	7/12	22/36	32/60

How much did investing in IVZ return?

Amount invested

$1,000.00 invested on 11/01/2021 would be worth $1,676.18 today.

Value today in IVZ: $1,676.18

Return over the period: +67.62%

Return per year: +11.06%

In the S&P 500: $1,702.20

With dividends reinvested, before taxes and costs, at month-end closes. Past returns do not guarantee future ones.

IVZ fundamentals

Valuation

P/E
—
P/B
1.08
EV/EBITDA
-40.49
EV/EBIT
-28.94
EV/Revenue
2.05
P/EBIT
-27.49
P/S
1.95
P/OCF
6.70
P/FCF
7.01
Earnings yield
-3.46%
PEG ratio
—
Earnings per share
—
Book value per share
$28.25

Debt

Net debt
$708.6M
Net debt/EBITDA
—
Net debt/Equity
0.06
Debt/Equity
0.13
Current ratio
—
Quick ratio
—
Cash ratio
—

Efficiency

Gross margin
—
EBITDA margin
-5.07%
Operating margin
-7.10%
Net margin
—
Asset turnover
0.25

Profitability

ROE
—
ROA
—
ROIC
-1.25%
Payout
—

Growth

Revenue CAGR (5 years)
1.18%
Earnings CAGR (5 years)
—
Revenue growth (year)
—
Earnings growth (year)
—
Revenue growth (quarter)
—
Earnings growth (quarter)
—

What is IVZ's fair price?

Two classic value formulas, with today's numbers. The current price is $30.50.

Graham's fair price: —; IVZ's earnings per share and book value per share are not available, so the formula cannot be computed.

Benjamin Graham paid no more than a P/E of 15 and a P/B of 1.5. Their product, 22.5, times earnings (EPS) and book value per share gives the fair price.

Bazin's ceiling price: $12.79; 58.07% below the price

$0.77 (5-year average) ÷ 6%

Décio Bazin only bought stocks yielding at least 6% a year in distributions. The ceiling price is the average dividend per share of recent years over 6%.

Graham ignores growth and debt; Bazin assumes past distributions repeat. They are references to compare, not a buy recommendation.

IVZ's indicators by year

Multiples at each year's closing price; margins and returns from that year's statements.

Indicator	2025	2024	2023	2022	2021	2020	2019	2018
P/E	—	14.54	-24.01	11.96	7.61	15.25	14.44	7.53
P/B	0.95	0.54	0.55	0.54	0.68	0.56	0.59	0.77
EV/EBITDA	—	7.64	—	5.57	5.42	7.72	9.32	5.87
Dividend yield	3.18%	4.66%	4.42%	4.08%	2.89%	4.45%	6.84%	7.11%
Earnings per share	—	$1.20	-$0.74	$1.50	$3.02	$1.14	$1.25	$2.22
Book value per share	$27.57	$32.53	$32.50	$33.45	$33.63	$31.28	$30.57	$21.61
ROE	—	3.70%	-2.29%	4.50%	8.99%	3.65%	4.07%	10.29%
ROIC	-2.46%	4.31%	-2.10%	6.32%	8.98%	4.62%	4.12%	9.50%
EBITDA margin	-8.46%	16.68%	-4.41%	25.01%	28.91%	18.29%	16.11%	25.35%
Net margin	—	8.87%	-5.84%	11.31%	20.20%	8.54%	9.23%	16.61%
Net debt/EBITDA	—	-0.09	—	0.17	0.09	0.60	1.05	0.94

IVZ's financial statements

Line	2025	2024	2023	2022	2021	2020
Net revenue	$6.4B	$6.1B	$5.7B	$6B	$6.9B	$6.1B
Cost of revenue	—	—	—	—	—	—
Gross profit	—	—	—	—	—	—
EBITDA	-$539.8M	$1B	-$252M	$1.5B	$2B	$1.1B
EBIT	-$695.7M	$832.1M	-$434.8M	$1.3B	$1.8B	$920.4M
Financial result	—	—	—	—	—	—
Income before tax	-$379.4M	$1B	-$237.9M	$1.2B	$2.5B	$1.1B
Income tax	$204.6M	-$252.9M	$69.7M	-$322.2M	-$531.1M	-$261.6M
Net income	—	$538M	-$333.7M	$683.9M	$1.4B	$524.8M

Figures the company filed with the CVM. Debt excludes leases; each quarter is that quarter alone.

Does IVZ pay dividends?

Dividend yield per year

3.15%2017
7.11%2018
6.84%2019
4.45%2020
2.89%2021
4.08%2022
4.42%2023
4.66%2024
3.18%2025
2.10%2026

Payment history
Type	Last day to own	Payment	Per share
Dividend	08/13/2026	09/02/2026	$0.22
Dividend	05/14/2026	06/02/2026	$0.22
Dividend	02/12/2026	03/03/2026	$0.21
Dividend	11/13/2025	12/02/2025	$0.21
Dividend	08/13/2025	09/02/2025	$0.21
Dividend	05/13/2025	06/03/2025	$0.21
Dividend	02/13/2025	03/04/2025	$0.21
Dividend	11/13/2024	12/03/2024	$0.21
Dividend	08/15/2024	09/04/2024	$0.21
Dividend	05/10/2024	06/04/2024	$0.21
Dividend	02/14/2024	03/04/2024	$0.20
Dividend	11/08/2023	12/04/2023	$0.20

See all 40 distributions

Earlier distributions
Type	Last day to own	Payment	Per share
Dividend	08/09/2023	09/05/2023	$0.20
Dividend	05/05/2023	06/02/2023	$0.20
Dividend	02/14/2023	03/02/2023	$0.19
Dividend	11/08/2022	12/02/2022	$0.19
Dividend	08/10/2022	09/02/2022	$0.19
Dividend	05/06/2022	06/02/2022	$0.19
Dividend	02/14/2022	03/02/2022	$0.17
Dividend	11/09/2021	12/02/2021	$0.17
Dividend	08/11/2021	09/01/2021	$0.17
Dividend	05/07/2021	06/03/2021	$0.17
Dividend	02/11/2021	03/02/2021	$0.16
Dividend	11/09/2020	12/02/2020	$0.16
Dividend	08/12/2020	09/01/2020	$0.16
Dividend	05/07/2020	06/03/2020	$0.16
Dividend	02/11/2020	03/02/2020	$0.31
Dividend	11/07/2019	12/02/2019	$0.31
Dividend	08/13/2019	09/03/2019	$0.31
Dividend	05/08/2019	06/03/2019	$0.31
Dividend	02/12/2019	03/01/2019	$0.30
Dividend	11/08/2018	12/03/2018	$0.30
Dividend	08/14/2018	09/04/2018	$0.30
Dividend	05/09/2018	06/01/2018	$0.30
Dividend	02/13/2018	03/02/2018	$0.29
Dividend	11/10/2017	12/04/2017	$0.29
Dividend	08/14/2017	09/01/2017	$0.29
Dividend	05/09/2017	06/02/2017	$0.29
Dividend	02/13/2017	03/03/2017	$0.28
Dividend	11/09/2016	12/05/2016	$0.28

About Invesco

Sector: Finance, insurance and real estate

Questions about IVZ

How much is IVZ today?

IVZ is at $30.50 (-0.52% on the day), last traded on 10/05/2026.

How much did IVZ pay in dividends in 2025?

IVZ paid $0.84 per share in 2025, a dividend yield of 3.18%.

How much did IVZ return in 12 months?

IVZ returned 27.58% in 12 months, with annualized volatility of 26.07% and a largest drawdown of -10.27%.