$30.16▼ −0.26 · −0.8%from $30.42 the session before · Sep 30, 2026 close · end of day
Open
$30.41
High
$30.54
Low
$30.15
Day's range
$0.391.3% of the previous close
VWAP
$30.27close −0.35% from it
Volume, shares
4.13M0.95× the 20-session average
Traded, $
$124.9M
Trades
39.3K100 shares per trade
Previous close
$30.42−0.26 to the close
Market cap
$13.32Bat the close of Sep 30
Day range4% of the way up
$30.15$30.54
52-week range70% of the way up
$21.82 Apr 7$33.66 Aug 28
−10% from the high · +38% from the low
Options
No listed options on IVZ
Close $ · S&P 500 rebased to the first close126 sessions to Sep 30 · axis fixed at 4 × ATR-14 around the last close · hover or tap a session and the read beside the chart follows it
consolidated · latest filed Aug 4, 2026 · SEC filings
Revenue $1.83B, +20% on a year earlier in the Jun 2026 quarter, consolidated.
Last 8 quarters, consolidatedUS dollars as filed · year on year against the same quarter a year earlier · market: close on the first session after the filing against the last close before it, S&P 500 over the same session
Quarterly results of IVZ on the consolidated basis with the market's move on the first session after each filing
Quarter
Revenue $
Revenue YoY
Profit $
Profit YoY
EPS $
Market on the day
Jun 2026filed Aug 4
$1.83B
▲ +20%
—
—
0.76
0.0%S&P 500 −0.2% · +0.2 pp
Mar 2026filed May 5
$1.74B
▲ +14%
—
—
0.51
▲ +1.9%S&P 500 +1.4% · +0.5 pp
Dec 2025filed Feb 24
$1.69B
▲ +6.2%
—
—
-2.61
—not reached
Sep 2025filed Nov 4
$1.64B
▲ +8.3%
—
—
0.66
—not reached
Jun 2025filed Aug 4
$1.52B
▲ +2.2%
—
—
-0.03
0.0%S&P 500 −0.2% · +0.2 pp
Mar 2025filed May 5
$1.53B
▲ +3.7%
$171.1M
▲ +21%
0.38
▲ +1.9%S&P 500 +1.4% · +0.5 pp
Dec 2024filed Feb 25
$1.59B
▲ +13%
$209.3M
—
0.46
—not reached
Sep 2024filed Nov 4
$1.52B
▲ +5.1%
$55.0M
▼ −58%
0.12
—not reached
By fiscal yearfiscal years as filed in the 10-K · named by the year the fiscal year ends
Financial-year results of IVZ on the consolidated basis, summed from the quarters filed
Year
Revenue $
Revenue YoY
Profit $
Profit YoY
EPS $
FY25to Dec 2025
$6.38B
▲ +5.1%
—
—
-1.60
FY24to Dec 2024
$6.07B
▲ +6.1%
$538.0M
—
1.18
FY23to Dec 2023
$5.72B
▼ −5.5%
−$333.7M
▼ −150%
-0.73
FY22to Dec 2022
$6.05B
▼ −12%
$683.9M
▼ −51%
1.49
FY21to Dec 2021
$6.89B
▲ +12%
$1.39B
▲ +170%
2.99
Fundamentals
consolidated · filings to Jun 2026 · close $30.16 on Sep 30
1.1 times book value, revenue +12% over twelve months, a 1.4% dividend yield, market cap $13.32B.
Valuation
Market cap
$13.32Bon Sep 30
Price to earnings
—
Trailing EPS
$-0.68diluted · consolidated · four quarters to Jun 2026
Price to book
1.1consolidated · balance sheet to Jun 2026
Book value a share
$28.25consolidated · balance sheet to Jun 2026
Debt to equity
0.13borrowings over equity · consolidated · balance sheet to Jun 2026
Return on equity
—
Dividend yield
1.4%$0.43 a share in 365 days
Price to sales
1.9market cap over revenue, four quarters to Jun 2026
Shares outstanding
441Mon Sep 30
Growthsums of the four quarters filed to Jun 2026 · growth against the four quarters before them · consolidated
Revenue, trailing 12 months
$6.90Bfour quarters to Jun 2026
Revenue growth, 12 months
▲ +12%against the twelve months before
Revenue 3-year CAGR
▲ +6.3%trailing twelve months against the twelve months 3 years earlier · consolidated
Profit, trailing 12 months
—
Profit growth, 12 months
—
Profit 3-year CAGR
—
Shareholding
SEC Forms 3, 4 and 5
No open-market insider buying or selling in the last 90 days.
Insider tradesSEC Forms 3, 4 and 5 · the latest 10
IVZ insider trades
Insider
Trade
Shares
Price
Held after
WAGONER G RICHARD JRDirector
granted · May 15, 2026
8,112
$0.00
107,870
WOMACK CHRISTOPHER CDirector
granted · May 15, 2026
8,112
$0.00
59,917
WOOD PHOEBE ADirector
granted · May 15, 2026
8,112
$0.00
110,111
GIBBONS THOMAS PDirector
granted · May 15, 2026
8,112
$0.00
47,202
Glavin William Francis JrDirector
granted · May 15, 2026
8,112
$0.00
81,084
Finke Thomas MDirector
granted · May 15, 2026
8,112
$0.00
64,238
Sheinwald NigelDirector
granted · May 15, 2026
8,112
$0.00
101,968
Beshar SarahDirector
granted · May 15, 2026
8,112
$0.00
115,166
Tolliver PaulaDirector
granted · May 15, 2026
8,112
$0.00
66,273
Johnson Elizabeth S.Director
granted · May 15, 2026
8,112
$0.00
48,770
Corporate actions
exchange records
Nothing upcoming on record; the last was a dividend of $0.21 a share, ex-date Aug 14, 2026.
Actionsex-dates · upcoming first, then the last eight · dividends in dollars a share, splits as ratios
Corporate actions of IVZ, upcoming first, then the most recent
Ex-date
Action
Amount or ratio
Record date
recent
Aug 14, 2026
dividend
$0.21
—
May 15, 2026
dividend
$0.21
—
Calendardividends by ex-date
Dividends in 365 days
$0.43a share · ex-dates inside the year
Last dividend
$0.21ex-date Aug 14, 2026
Price history
131 sessions on record · to Sep 30 · end of day
IVZ is −5.7% over 20 sessions against the S&P 500's +0.1%, 10% below its 52-week high, realised volatility 26% annualised.
Returns against S&P 500longest window first · S&P 500 over the same sessions
Returns of the stock and S&P 500 over six windows, longest first
Window
From $
IVZ %
S&P 500 %
Difference pp
120 sessionssince Apr 9
$23.57
▲ +28%
▲ +12%
+16
60 sessionssince Jul 7
$27.40
▲ +10%
▲ +2.0%
+8.1
20 sessionssince Sep 1
$31.99
▼ −5.7%
▲ +0.11%
−5.8
5 sessionssince Sep 23
$30.74
▼ −1.9%
▼ −0.67%
−1.2
1 sessionsince Sep 29
$30.42
▼ −0.85%
▼ −0.21%
−0.64
Averages of the closeclose against each average
5-session average
$30.52close −1.2% from it
20-session average
$31.24close −3.5% from it
50-session average
$31.38close −3.9% from it
Range and volumetrue range over 14 sessions · high to low over 20 · volume against the 20-session average
Average true range, 14
$0.903.0% of the close
Average day's range, 20
$0.782.6% of the close
Volume against 20 sessions
0.95×4.13M vs 4.32M average
Volatility and co-movement with S&P 500annualised from daily returns
Realised volatility, 20
26%≈ ±1.6% a session · moved more than that on 7 of 20
Realised volatility, 60
33%≈ ±2.1% a session · moved more than that on 19 of 60
Beta to S&P 500, 60
2.29moved with S&P 500 on 46 of 60 sessions
Up and down sessionscloses above and below the previous close
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