IVZ — Invesco Plc

Stock analysis, trade plans, and proprietary indicators by Trend Edge.

Trend Edge Setup Score

Trend Edge rates IVZ Bullish with a Setup Score of 48, net conviction 57, actionability 40. How the Setup Score works →

Total Setup Score48
Directional BiasBullish
Net Conviction57
Actionability40 (in range)

Key signals behind this score

About Invesco Plc

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. Read full Trend Edge analysis →

Trend Edge Proprietary Indicators

Key Metrics

Current Price$29.51
Market Cap$13.28B
Float356.5M
Shares Outstanding441.5M
P/E (Forward)9.51
Price/Sales (TTM)1.92
vs. Analyst Target+17.8% to analyst PT
Profit Margin-0.93%
Operating Margin (TTM)19.95%
Revenue (TTM)$6.90B
Earnings Growth (YoY)35.00%
Dividend Rate0.9%
Analyst Target Price$34.75 (14 analysts)

Financial History

Annual Revenue & Earnings History

YearRevenueNet IncomeGross ProfitEBITDA
2020 $6.15B $762M $2.39B $1.40B
2021 $6.89B $1.63B $2.83B $2.80B
2022 $6.05B $921M $2.44B $1.53B
2023 $5.72B -$334M $5.72B -$435M
2024 $6.07B $775M $2.03B $1.24B
2025 $6.38B -$282M $2.75B $1.38B

Recent Quarterly Revenue & Net Income

QuarterRevenueNet Income
Sep 2025 $1.64B $346M
Dec 2025 $1.69B -$1.06B
Mar 2026 $1.74B $269M
Jun 2026 $1.83B $345M

Ownership & Float

Insider Ownership0.6%
Institutional Ownership98.6%
Short Float3.5%
% of All Funds Holding7.54%
Number of Funds Holding663

Current Moving Averages

Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.

TimeframeSMAValueTrend Context
Weekly10-Week SMA$31.60Near-term / short-term trend
Weekly40-Week SMA$27.97Medium-term trend
Weekly80-Week SMA$23.99Cyclical trend (business cycle)
Weekly200-Week SMA$19.46Secular trend (multi-year)
Monthly10-Month SMA$28.09Near-term monthly trend
Monthly20-Month SMA$24.03Medium-term monthly trend
Monthly40-Month SMA$20.17Secular monthly trend

Volume Shelves — Support & Resistance

Trend Edge identifies volume shelves: price zones where historically elevated trading volume creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.

Price LevelTypeVolume RatioAge
$23.50 support 1.15x 5 months ago
$15.70 support 1.77x 14 months ago
$14.50 support 1.09x 15 months ago

Historical Earnings Reactions (86 events)

TimeframeAvg ReturnMedianWin RateBestWorst
Gap -0.11% -0.17% 40.70% 3.41% -4.21%
1 Day -0.11% -0.52% 43.02% 9.49% -6.26%
1 Week 0.35% -0.09% 48.84% 18.32% -13.99%
2 Weeks 0.74% 1.07% 55.81% 15.60% -16.18%
1 Month -0.22% 0.36% 50.59% 27.92% -21.61%

Next earnings: October 27, 2026 (16 days away)

Seasonality & Day-of-Week Patterns

Monthly Seasonality

MonthAvg ReturnWin RateSamples
Jan-0.0%48.4%31
Feb0.1%48.4%31
Mar0.6%41.9%31
Apr1.2%61.3%31
May-1.3%54.8%31
Jun0.0%45.2%31
Jul3.6%51.6%31
Aug-1.9%45.2%31
Sep-2.3%50.0%32
Oct4.1%64.5%31
Nov3.6%71.0%31
Dec4.9%64.5%31

Day-of-Week Tendencies

DayAvg ReturnWin RateSamples
Monday 0.02% 50.3% 1472
Tuesday 0.03% 47.3% 1608
Wednesday 0.09% 49.7% 1606
Thursday 0.00% 49.9% 1574
Friday 0.15% 51.3% 1567

Top Institutional Holders

Institutional holder breakdown coming soon.

Total institutional ownership: 98.6%

Insider Transactions — Smart Summary

Total insider ownership: 0.6%

12-Month Insider Activity Summary

Total Filings6
Net Value-$10.9M
Net Shares Change-382,107
% of Float-0.1%
C-Suite Filings4
Clusters Detected1

Key Insiders

NameTitleNet ValueFilingsActivity
Lo Andrew Tak Shing Senior Managing Director -$4.6M 1 1 sell
Sharp Douglas J Senior Managing Director -$3.8M 1 1 sell
Butcher Stephanie Senior Managing Director -$1.5M 1 1 sell
DUKES LAURA ALLISON Chief Financial Officer -$1.0M 1 1 sell
Invesco Advisers, Inc. -$163,725.488 1 1 sell
WOOD PHOEBE A -$97,320 1 1 sell

Transaction Clusters

PeriodFilingsInsidersNet ValueSeniority
2026-09-09 – 2026-09-14 4 4 -$7.2M 3 C-suite

Significant Filings

DateInsiderTitleNet ValuePrice After
2026-09-10 Lo Andrew Tak Shing Senior Managing Director -$4.6M Transaction at $32.39, now -8.9%
2026-09-10 Butcher Stephanie Senior Managing Director -$1.5M Transaction at $32.28, now -8.6%
2026-09-09 DUKES LAURA ALLISON Chief Financial Officer -$1.0M Transaction at $33.16, now -11.0%
2026-09-14 WOOD PHOEBE A -$97,320 Transaction at $32.44, now -9.0%
2026-07-01 Invesco Advisers, Inc. -$163,725.488 Transaction at $28.33, now +4.2%
2025-11-03 Sharp Douglas J Senior Managing Director -$3.8M Transaction at $23.56, now +25.3%

View full insider transaction history on Trend Edge →

AI Consult Analysis

Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Invesco Plc (IVZ) powered by Claude Opus — Anthropic's most capable AI model. The analysis covers five layers: technical analysis (near-term, medium-term, cyclical, and secular trend, momentum, volume shelf support and resistance, breakout and breakdown signals), qualitative analysis (business model, competitive moat, sector dynamics), insider sentiment (buy and sell signals from executive and director transactions), share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and fundamental analysis (valuation, revenue growth, profit margin, earnings quality).

AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit, stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward. Whether you are building a long position, initiating a short, or looking for a reversal setup, AI Consult identifies the highest-probability signal from the current trend.

Get the full AI Consult analysis for IVZ on Trend Edge →