IVZ Invesco (IVZ) Insider Trading, Ownership & Congress Trades
Financial Services · Investment advice · CIK 0000914208
Congress · 1Form 144 · 5
Insider buyers, 180 days
0
Funds added, last quarter
2,471
13F, latest reported quarter
Conversions, 180 days
1
Codes C/M, not in net · $0 priced
What the filings say about IVZ
Insiders, 180 days
-$7.2M net sold
4 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
1 bought · 2 sold
Latest: sale, 2026-03-17
Planned sales (Form 144), 90 days
$7.2M
5 notices
Invesco insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, Invesco Ltd. insiders sold a net $7.2M of stock across 34 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-28.
Insider
Filed
Shares
Value
Since filing
Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 2.8% of the 107,111 shares held after it.
- 3 other insiders sold within 30 days.
- 2,471 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director WOOD PHOEBE A sold about $97.3K of IVZ on Sep 11, 2026; 3 other insiders sold within 30 days and 2,471 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Sep 10, 2025.
- The trade is 441.9% of the 10,205 shares held after it.
- 3 other insiders sold within 30 days.
- 2,471 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior Managing Director Butcher Stephanie sold about $1.5M of IVZ on Sep 9, 2026; 3 other insiders sold within 30 days and 2,471 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Sep 8, 2026.
- The trade is 12.4% of the 812,477 shares held after it.
- 3 other insiders sold within 30 days.
- 2,471 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior Managing Director Lo Andrew Tak Shing sold about $3.2M of IVZ on Sep 9, 2026; 3 other insiders sold within 30 days and 2,471 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Sep 13, 2021.
- The trade is 4.7% of the 913,317 shares held after it.
- 3 other insiders sold within 30 days.
- 2,471 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Senior Managing Director Lo Andrew Tak Shing sold about $1.4M of IVZ on Sep 8, 2026; 3 other insiders sold within 30 days and 2,471 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 12.0% of the 259,183 shares held after it.
- 3 other insiders sold within 30 days.
- 2,471 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chief Financial Officer DUKES LAURA ALLISON sold about $1.0M of IVZ on Sep 4, 2026; 3 other insiders sold within 30 days and 2,471 funds added in the latest 13F quarter.34 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$7.2M over 180 days
-$7.2M over 90 days
below 77% of Financial Services
Congress
1 member bought in the last year
the lowest in Financial Services
Funds
2,471 funds bought in last quarter
the highest in Financial Services
Revenue
+5.1% year over year
below 62% of Financial Services
Margin
-2.7% net margin
below 59% of Financial Services
Buybacks
$119.6M repurchased, FY to 2026-06-30
more than 68% of Financial Services
Short interest
4.5% of the float short (float per yahoo 2026-10-26) · 3.1 days to cover · settled 2026-09-30
more than 63% of Financial Services
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch IVZ
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+29.8%12M
Insider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns IVZ: institutional holders (13F)
13F holdings, latest reported quarter
238,832,186 sh
$17.3B
328,996,606 sh
$16.8B
223,699,841 sh
$16.0B
55,971,033 sh
$8.9B
171,824,260 sh
$6.6B
Congress trades in IVZ
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2026-03-17 · disclosed 17 days later
$15,001 - $50,000
Sold 2026-02-10 · disclosed 27 days later
$1,001 - $15,000
Bought 2026-01-09 · disclosed 35 days later
$1,001 - $15,000
Sold 2025-04-08 · disclosed 20 days later
$1,001 - $15,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
IVZ planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
WOOD PHOEBE A
Filed 2026-09-11
$97.3K
Butcher Stephanie
Filed 2026-09-09
$1.5M
Lo Andrew Tak Shing
Filed 2026-09-09
$3.2M
DUKES LAURA ALLISON
Filed 2026-09-08
$1.0M
Lo Andrew Tak Shing
Filed 2026-09-08
$1.4M
IVZ mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
TappAlpha Innovation 100 Growth & Daily Income ETF
$246.7M position · as of 2026-06-30
99.6%
AdvisorShares Dorsey Wright FSM US Core ETF
$63.5M position · as of 2026-06-30
48.7%
Mohr Sector Nav ETF
$9.8M position · as of 2026-06-30
33.9%
ETC Cabana Target Leading Sector Moderate ETF
$28.7M position · as of 2026-07-31
30.3%
GGM Macro Alignment ETF
$3.9M position · as of 2026-05-31
21.1%
Ocean Park High Income ETF
$4.3M position · as of 2026-06-30
19.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · Mr Schlossberg
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2024
$11.2M
$11.4M
$5.2M
+18%
+49%
2022
$15.2M
$6.4M
$5.5M
+10%
+2%
2021
$12.9M
$21.2M
$5.2M
+36%
+33%
2020
$11.7M
$11.9M
$4.4M
+3%
+17%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $7.2M sold by insiders over 180 days, 2,471 funds added last quarter, 1 House member(s) bought in 12 months, disclosed weeks after the trade, $7.2M in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
IVZ financials
Revenue growth
+5.1%
XBRL, annual
Net margin
-2.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$6.9B
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM IVZ
| FY Dec 2025 | $6.4B |
| FY Dec 2024 | $6.1B |
| FY Dec 2023 | $5.7B |
| FY Dec 2022 | $6.0B |
| FY Dec 2021 | $6.9B |
| Jun 2026 | $1.8B |
| Mar 2026 | $1.7B |
| Dec 2025 | $1.7B |
| Sep 2025 | $1.6B |
| Jun 2025 | $1.5B |
| Mar 2025 | $1.5B |
| Dec 2024 | $1.6B |
| Sep 2024 | $1.5B |
At each fiscal year end
Single quarter
Net margin, TTM
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Net margin, TTM IVZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | +8.9% |
| FY Dec 2023 | -5.8% |
| FY Dec 2022 | +11.3% |
| FY Dec 2021 | +20.2% |
| Jun 2026 | +18.6% |
| Mar 2026 | +12.6% |
| Dec 2025 | -58.9% |
| Sep 2025 | +21.7% |
| Jun 2025 | +13.0% |
| Mar 2025 | +11.2% |
| Dec 2024 | +13.1% |
| Sep 2024 | +3.6% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$1.9B
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM IVZ
| FY Dec 2025 | $1.4B |
| FY Dec 2024 | $1.1B |
| FY Dec 2023 | $1.1B |
| FY Dec 2022 | $510.3M |
| FY Dec 2021 | $969.3M |
| Jun 2026 | $703.7M |
| Mar 2026 | $198.4M |
| Dec 2025 | $432.2M |
| Sep 2025 | $586.4M |
| Jun 2025 | $530.4M |
| Mar 2025 | -$108.0M |
| Dec 2024 | $323.9M |
| Sep 2024 | $410.0M |
At each fiscal year end
Single quarter
Debt to equity
0.13x
long-term debt only, 2026-06-30; equity 2026-06-30
Debt to equity IVZ
| FY Dec 2025 | 0.15x |
| FY Dec 2024 | 0.06x |
| FY Dec 2023 | 0.10x |
| FY Dec 2022 | 0.10x |
| FY Dec 2021 | 0.13x |
| Jun 2026 | 0.13x |
| Mar 2026 | 0.16x |
| Dec 2025 | 0.15x |
| Sep 2025 | 0.12x |
| Jun 2025 | 0.14x |
| Mar 2025 | 0.07x |
| Dec 2024 | 0.06x |
| Sep 2024 | 0.06x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
1.24x
TTM operating cash flow over long-term debt only, 2026-06-30
Cash flow to debt IVZ
| FY Dec 2025 | 0.84x |
| FY Dec 2024 | 1.34x |
| FY Dec 2023 | 0.87x |
| FY Dec 2022 | 0.47x |
| FY Dec 2021 | 0.52x |
| Jun 2026 | 1.24x |
| Mar 2026 | 0.93x |
| Dec 2025 | 0.84x |
| Sep 2025 | 0.85x |
| Jun 2025 | 0.65x |
| Mar 2025 | 1.20x |
| Dec 2024 | 1.34x |
| Sep 2024 | 1.78x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on equity IVZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | +3.7% |
| FY Dec 2023 | -2.2% |
| FY Dec 2022 | +4.5% |
| FY Dec 2021 | +9.3% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +6.5% |
| Jun 2025 | +4.4% |
| Mar 2025 | +3.9% |
| Dec 2024 | +3.7% |
| Sep 2024 | -2.8% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
n/a
the filed year and its quarters do not reconcile, so the trailing figure is withheld
Return on assets IVZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | +1.9% |
| FY Dec 2023 | -1.1% |
| FY Dec 2022 | +2.2% |
| FY Dec 2021 | +4.0% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +3.3% |
| Jun 2025 | +2.3% |
| Mar 2025 | +2.0% |
| Dec 2024 | +1.9% |
| Sep 2024 | -1.5% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
pre-tax loss, no effective tax rate to apply
Return on invested capital IVZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | +4.4% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | +6.4% |
| FY Dec 2021 | +9.2% |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | +5.9% |
| Jun 2025 | +4.4% |
| Mar 2025 | +4.6% |
| Dec 2024 | +4.4% |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
assets or current liabilities not filed
Return on capital employed IVZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
P/E, trailing IVZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | 14.81x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | 12.07x |
| FY Dec 2021 | 7.70x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | 15.61x |
| Jun 2025 | 16.96x |
| Mar 2025 | 12.14x |
| Dec 2024 | 14.81x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
$13.3B
market value at close 2026-10-26 on 2026-06-30 shares, plus long-term debt only, 2026-06-30, minus cash 2026-06-30
Enterprise value IVZ
| FY Dec 2025 | $12.5B |
| FY Dec 2024 | $7.8B |
| FY Dec 2023 | $8.0B |
| FY Dec 2022 | $8.4B |
| FY Dec 2021 | $10.8B |
| Jun 2026 | $12.4B |
| Mar 2026 | $11.9B |
| Dec 2025 | $12.5B |
| Sep 2025 | $10.9B |
| Jun 2025 | $8.0B |
| Mar 2025 | $6.9B |
| Dec 2024 | $7.8B |
| Sep 2024 | $7.7B |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+15.2%
TTM free cash flow over market value at close 2026-10-26
FCF yield IVZ
| FY Dec 2025 | +12.3% |
| FY Dec 2024 | +14.3% |
| FY Dec 2023 | +14.2% |
| FY Dec 2022 | +6.2% |
| FY Dec 2021 | +9.1% |
| Jun 2026 | +16.5% |
| Mar 2026 | +16.2% |
| Dec 2025 | +12.3% |
| Sep 2025 | +13.1% |
| Jun 2025 | +16.4% |
| Mar 2025 | +16.0% |
| Dec 2024 | +14.3% |
| Sep 2024 | +18.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
n/a
trailing loss, a multiple of a loss is not meaningful
PEG, trailing IVZ
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.05x |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $6.4B | $6.1B | $5.7B | $6.0B |
| Operating income | -$695.7M | $832.1M | -$434.8M | $1.3B |
| Net income | -$174.8M | $538.0M | -$333.7M | $683.9M |
| EPS (diluted) | -1.60 | 1.18 | -0.73 | 1.49 |
| Operating cash flow | $1.5B | $1.2B | $1.3B | $703.2M |
| Cash | $1.0B | $986.5M | $1.5B | $1.2B |
| Long-term debt | $1.8B | $890.6M | $1.5B | $1.5B |
| Buybacks | $123.6M | $79.3M | $187.5M | $244.7M |
| Dividends paid | $377.3M | $371.5M | $357.9M | $334.8M |
SEC XBRL, fiscal years, as known on 2026-10-28
IVZ Stock Sonar score 5/7 axes
Find similar shapesCompareIVZ ranks highest on financial health (77th percentile) and institutional and government (44th), and lowest on insider conviction (11th), among Financial Services peers.
5 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
IVZ filings, in plain words
Are Invesco insiders buying or selling IVZ?
In the 180 days to 2026-10-28, Invesco insiders were net sellers, a net $7.2M across purchases and sales reported on Form 4, by 4 sellers.
Have members of Congress traded IVZ?
Yes. In the year to 2026-10-28, 1 House member disclosed buying IVZ and 2 House members disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-03-17.
Are there planned insider sales of IVZ?
Yes. 5 Form 144 notices of planned insider sales were filed in the 90 days to 2026-10-28, covering $7.2M of stock; the latest, by WOOD PHOEBE A, was filed 2026-09-11.
Read the full summary
In the 180 days to 2026-10-28, Invesco insiders were net sellers of IVZ, a net $7.2M across purchases and sales reported on Form 4 by 4 sellers. None of the 5 insider sales was flagged as made under a Rule 10b5-1 plan. In the year to 2026-10-28, 1 member of Congress disclosed buying IVZ and 2 members disclosed selling it; the latest on record is a sale by Kevin Hern dated 2026-03-17. Insiders filed 5 Form 144 notices of intent to sell in the 90 days to 2026-10-28, covering $7.2M of stock. Each figure is counted from SEC and House filings as of 2026-10-28, dated the day the filing was made public.
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