Lumida
/IVZ
⌘K
Invesco Ltd

Invesco Ltd

IVZ
$29.63USD-2.21%-0.67 today

MARKET CAP

13.1B

P/E (TTM)

13.7x

FWD P/E

10.5x

DAY RANGE

$29 – $30

52W RANGE

$17
$31

AI Summary

Stalk
StalkMedium

IVZ remains in a healthy Stage 2 advance within a broader uptrend, but short-term exhaustion signals—the S/W deMark exhaustion markers at fresh highs, extreme overbought readings, and price extended well above rising EMAs—weaken immediate entry. We defer execution and will look to participate on a shallow pullback into the confluence of the 9 and 20 EMA zone or prior resistance now acting as support.

  • AUM surged 18% YoY to $2.2T with $21.8B net long-term inflows
  • ETF segment reached $638B AUM with $19B net inflows
  • Profitability headwinds with negative factor scores despite cost controls
Full analysis →
Insider Trades46 trades
DateSideTickerInsiderRoleSharesPriceMkt Cap52W High52W LowValue% ChgRuleAI View
Jul 2, 2026SellIVZJeffrey H KuporSenior Managing Director26,002$27.01$13.1B-4.48%+75.90%$702.3K-17.13%Stalk
Jul 2, 2026SellIVZLaura Allison DukesChief Financial Officer52,003$27.01$13.1B-4.48%+75.90%$1.4M-15.19%Stalk
Jul 2, 2026SellIVZAndrew SchlossbergPresident and CEO156,007$27.01$13.1B-4.48%+75.90%$4.2M-17.36%Stalk
Mar 13, 2026SellIVZAlan Leonard SmithSMD and CHRO3,849$23.00$13.1B-4.48%+75.90%$88.5K-14.27%Stalk
Feb 28, 2026SellIVZTerry VacheronChief Accounting Officer2,852$26.26$13.1B-4.48%+75.90%$74.9K-6.72%Stalk
Feb 28, 2026SellIVZShannon A JohnstonSMD and CIOO3,970$26.26$13.1B-4.48%+75.90%$104.3K-4.25%Stalk
Feb 28, 2026SellIVZAlan Leonard SmithSMD and CHRO4,014$26.26$13.1B-4.48%+75.90%$105.4K-5.52%Stalk
Feb 28, 2026SellIVZJeffrey H KuporSenior Managing Director7,130$26.26$13.1B-4.48%+75.90%$187.2K-3.20%Stalk
Feb 28, 2026SellIVZStephanie ButcherSenior Managing Director9,237$26.26$13.1B-4.48%+75.90%$242.6K-9.60%Stalk
Feb 28, 2026SellIVZTony WongSenior Managing Director17,854$26.26$13.1B-4.48%+75.90%$468.8K-6.12%Stalk
Feb 28, 2026SellIVZDouglas J SharpSenior Managing Director21,685$26.26$13.1B-4.48%+75.90%$569.4K-15.19%Stalk
Feb 28, 2026SellIVZLaura Allison DukesChief Financial Officer58,064$26.26$13.1B-4.48%+75.90%$1.5M-9.88%Stalk
Feb 28, 2026SellIVZAndrew SchlossbergPresident and CEO94,002$26.26$13.1B-4.48%+75.90%$2.5M-6.56%Stalk
Feb 6, 2026SellIVZTony WongSenior Managing Director40,113$26.82$13.1B-4.48%+75.90%$1.1M-26.22%Stalk
Jan 15, 2026SellIVZDouglas J SharpSenior Managing Director13,719$29.39$13.1B-4.48%+75.90%$403.2K-15.63%Stalk
Dec 11, 2025SellIVZAndrew SchlossbergPresident and CEO18,800$27.00$13.1B-4.48%+75.90%$507.6K-2.26%Stalk
Oct 31, 2025SellIVZDouglas J SharpSenior Managing Director160,000$23.56$13.1B-4.48%+75.90%$3.8M-99.88%Stalk
Oct 16, 2025SellIVZShannon A JohnstonSMD and CIOO8,345$22.80$13.1B-4.48%+75.90%$190.3K-7.39%Stalk
Sep 10, 2025SellIVZStephanie ButcherSenior Managing Director103,192$22.12$13.1B-4.48%+75.90%$2.3M-77.56%Stalk
Aug 31, 2025SellIVZStephanie ButcherSenior Managing Director20,999$21.89$13.1B-4.48%+75.90%$459.7K-5.45%Stalk
Aug 31, 2025SellIVZDouglas J SharpSenior Managing Director26,591$21.89$13.1B-4.48%+75.90%$582.1K-3.71%Stalk
Aug 27, 2025SellIVZLaura Allison DukesChief Financial Officer34,764$22.05$13.1B-4.48%+75.90%$766.5K-10.60%Stalk
Mar 15, 2025SellIVZAlan Leonard SmithSMD and CHRO3,866$15.28$13.1B-4.48%+75.90%$59.1K-14.91%Stalk
Feb 28, 2025SellIVZTerry VacheronChief Accounting Officer1,817$17.39$13.1B-4.48%+75.90%$31.6K-5.03%Stalk
Feb 28, 2025SellIVZDouglas J SharpSenior Managing Director4,330$17.39$13.1B-4.48%+75.90%$75.3K-1.92%Stalk
Feb 28, 2025SellIVZJeffrey H KuporSenior Managing Director5,334$17.39$13.1B-4.48%+75.90%$92.8K-2.77%Stalk
Feb 28, 2025SellIVZTony WongSenior Managing Director12,209$17.39$13.1B-4.48%+75.90%$212.3K-4.40%Stalk
Feb 28, 2025SellIVZStephanie ButcherSenior Managing Director12,514$17.39$13.1B-4.48%+75.90%$217.6K-6.09%Stalk
Feb 28, 2025SellIVZLaura Allison DukesChief Financial Officer27,606$17.39$13.1B-4.48%+75.90%$480.1K-5.37%Stalk
Feb 28, 2025SellIVZAndrew SchlossbergPresident and CEO46,117$17.39$13.1B-4.48%+75.90%$802.0K-3.76%Stalk
Jan 15, 2025SellIVZDouglas J SharpSenior Managing Director13,719$17.05$13.1B-4.48%+75.90%$233.9K-6.05%Stalk
Oct 25, 2024SellIVZLaura Allison DukesChief Financial Officer30,727$17.63$13.1B-4.48%+75.90%$541.7K-8.64%Stalk
Aug 31, 2024SellIVZAndrew SchlossbergPresident and CEO10,790$17.09$13.1B-4.48%+75.90%$184.4K-1.30%Stalk
Aug 31, 2024SellIVZStephanie ButcherSenior Managing Director11,984$17.09$13.1B-4.48%+75.90%$204.8K-5.70%Stalk
Aug 31, 2024SellIVZDouglas J SharpSenior Managing Director23,160$17.09$13.1B-4.48%+75.90%$395.8K-4.67%Stalk
May 15, 2024SellIVZLaura Allison DukesChief Financial Officer25,097$16.31$13.1B-4.48%+75.90%$409.3K-6.59%Stalk
Feb 28, 2024SellIVZTerry VacheronChief Accounting Officer1,066$15.29$13.1B-4.48%+75.90%$16.3K-3.79%Stalk
Feb 28, 2024SellIVZJeffrey H KuporSenior Managing Director2,971$15.29$13.1B-4.48%+75.90%$45.4K-1.74%Stalk
Feb 28, 2024SellIVZTony WongSenior Managing Director7,522$15.29$13.1B-4.48%+75.90%$115.0K-3.44%Stalk
Feb 28, 2024SellIVZDouglas J SharpSenior Managing Director10,834$15.29$13.1B-4.48%+75.90%$165.7K-5.88%Stalk
Feb 28, 2024SellIVZStephanie ButcherSenior Managing Director16,680$15.29$13.1B-4.48%+75.90%$255.0K-8.27%Stalk
Feb 28, 2024SellIVZMark F GiulianoSMD & Chief Adm Officer16,978$15.29$13.1B-4.48%+75.90%$259.6K-7.58%Stalk
Feb 28, 2024SellIVZLaura Allison DukesChief Financial Officer28,262$15.29$13.1B-4.48%+75.90%$432.1K-5.89%Stalk
Feb 28, 2024SellIVZAndrew SchlossbergPresident and CEO38,715$15.29$13.1B-4.48%+75.90%$592.0K-3.81%Stalk
Aug 31, 2023SellIVZAndrew SchlossbergPresident and CEO17,058$15.92$13.1B-4.48%+75.90%$271.6K-1.04%Stalk
Aug 31, 2023SellIVZDouglas J SharpSenior Managing Director17,571$15.92$13.1B-4.48%+75.90%$279.7K-6.14%Stalk