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Up 7% from Nov 5 to Nov 10.
| Holding it back | Profit turned to a loss |
| Latest filing | 10-Q, Nov 3 |
Thu Nov 5Invesco Ltd. - Invesco Ltd: Form 8.3
After its last 4 reports it closed -1.6% on average, higher 1 of 4 times.
Below Averagefor quality, not price, 3 of 14 chart checks firingWhat the Quality Score means
IVZ is #18 of 35 by Quality Score.
| Rank | Stock | Quality Score |
|---|---|---|
| 1 | ||
| 2 | ||
| 3 | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| Open for its score | ||
| 18 |
Net income over four quarters: IVZ -$82.3M, CNS $169M, BEN $1.08B, TROW $2.19B.
Expected to report Tue Jan 26, before the open (in 77 days).
What an earnings report is: every 3 months, a company tells everyone how much it sold and earned. We read the figures, the outlook, and how the stock moved after.
The figures are not read from the release yet.
“Net revenues in the third quarter of 2026 increased $52.6 million compared to the second quarter primarily due to higher average AUM and higher performance fees earned by our China joint venture, partially offset by the impact of the Sale of the Canadian Management Agreements.”
IVZ's results filing gives no sales by line in a table we read.
No outlook figures read from this release.
“Net revenues in the third quarter of 2026 increased $195.4 million compared to the third quarter of 2025 primarily driven by higher average AUM and the net revenues earned from QQQ.”
From its results filing (SEC filing · Oct 27)
Sales grew 0.7% a year over 5 years, fiscal 2020 to 2025.
Pays $0.86 a share a year.
| Reported | Gap | Reaction | 5 days |
|---|---|---|---|
| Oct 27, 2026 | +0.1% | -0.3% | -2.7% |
| Jul 28, 2026 | -0.8% | -2.3% | +2.7% |
| Apr 28, 2026 | -1.3% | +1.5% | +2.2% |
Sales grew in five of the last seven years, to $6.4B in 2025. It lost money in 2025 after a profit in 2024.
RSI 50.1, MACD above signal, below its 50-day, above its 200-day. Not scored.
Its dividends come to 21% of its free cash flow.
| Dividend | $0.86 a share a year |
| Paid out | About $378M a year |
| Free cash flow | $1.8B |
| Record | Raised each of the last 6 years |
4 insiders sold $7.2M across 5 filings in the last 6 months. No open-market buys on record. The newest:
2 trades disclosed in the last six months. The newest:
Officers and directors with a Form 4 in the last 12 months.
In ETFs: IVZ is under 0.1% of DGRO, under 0.1% of SPMO, and under 0.1% of VYM, the most of the 24 funds Breakaway covers, by each fund's latest filing, Jul 31 to Aug 31, 2026.
Invesco provides investment management services to retail (72% of managed assets) and institutional (28%) clients. At the end of August 2026, the firm had $2.562 trillion in assets under management spread among its equity (62% of AUM), balanced (3%), fixed-income (19%), alternative investment (5%), and money market (11%) operations. Passive products account for close to half of Invesco's total AUM. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).
“The investment management business is highly competitive, with points of differentiation including investment performance, fees, range of products offered, brand recognition, business reputation, financial strength, depth and continuity of relationships and quality of service.”
IVZ scores 5 today, which Breakaway calls Below Average. It is #18 of 35 in Investment Advice by Quality Score, with 3 of 14 chart checks firing. Up 7% from Nov 5 to Nov 10. Breakaway does not say whether to buy any stock: the score does not know your situation, and it is not a recommendation to buy or sell anything. Please do your own research.
IVZ scores 5 today, which Breakaway calls Below Average (0 to 5). That is #18 of 35 in Investment Advice by Quality Score. The score adds up the chart checks, the trend, the company's filed sales, its profits, the news, insider trades, and Congress trades. The section above lists the lines behind IVZ's 5.
4 insiders sold $7.2M across 5 filings in the last 6 months. No open-market buys on record. The newest is Phoebe A. Wood, Director, who sold $97K on Sep 11. Every filing, with the scored weight, for Pro members.
Only on the public pages, which run at least 15 minutes behind. Pro members, and anyone on a guest pass, see real-time prices: the scanner refreshes every 15 seconds, and your watchlist every few seconds, pre-market and after hours included.
Insider and Congress trades, the chart, and the financials, in one score.
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