Invesco Plc (IVZ) — chart, structure and Closelook read

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Company snapshot — Invesco Plc

IVZ in five paragraphs: what it makes and sells, where it sits in the Closelook stack, who it is priced against, why we track it, what we watch. Research diary, not advice.

What it does
Invesco is an investment manager that runs money for retail, institutional and sovereign clients worldwide, building equity, fixed income, multi-asset and alternative funds. It manages separate accounts, mutual funds, exchange-traded funds and private funds, using both traditional stock-and-bond strategies and macro or long/short approaches. It is based in Atlanta, Georgia, with offices across Asia, Europe and Africa.
Where it sits in the stack
Invesco sits outside the AI build-out stack; it belongs to the Financial Services sector, Asset Management industry, within the broader universe the diary tracks alongside other listed money managers.
Who it is priced against
There is no assigned peer group for this name; the comparison most often drawn is with BlackRock as the scale name in the same industry.
Why Closelook tracks it
Invesco holds a seat in the S&P 500; it carries no Closelook score and appears in no quoted editions of the diary.
What the diary watches
Whether the shift in analyst view from outperform to hold is followed by changes in reported asset flows or fee revenue.

Invesco Plc (IVZ) trades on US exchanges.

Written from the company’s public profile and Closelook’s own readings, 2026-09-17. Descriptive, refreshed with the registry; corrections welcome via the imprint. closelook.net is an investment research diary — market structure, index membership and scores are our own readings, not investment advice. Related: index compare · sector dispersion · scanner.

Signals for this name

Every Closelook reading that exists for IVZ, from the same nightly bakes the boards use. Research diary readings, not advice.

The Street on this name 2 analyst actions on the wire · latest: price target by TD Cowen, 2026-08-13

The Street on this name

Analyst actions and the latest print for IVZ from the Closelook wires — third-party opinions on the record, not our readings.

  • Price target TD Cowen — target 39 Target set to $39 (+21.8% to spot) 2026-08-13
  • Downgrade RBC Capital — Outperform → Hold Downgraded to Hold from Outperform 2026-08-13

2 actions on the analyst wire since 2026-08-13: 1 downgrade, 1 target change. Analyst wire → · Earnings wire →

Who it is priced against Asset Management · United States · 8 names with week and year-to-date

Peer group

Asset Management · United States

This name carries no Closelook score, so its cohort ranks on trend state — distance to the 50- and 200-day averages — never on a score it does not have.

Compared against IVZ on the nightly bakes; the Peers tab ranks the cohort on the Closelook scores where it exists.

Dividends and capital return trailing yield 2.81%, quarterly · last 0.22 USD on 2026-08-14

Dividends and capital return

What IVZ pays out and buys back — distributions read from the price series, money terms from the filings.

  • Trailing 12 months 0.85 USD per share · a 2.81% yield on the 2026-09-17 close 4 distributions, paid quarterly 2026-09-17
  • Change on the year +2.4% against the prior twelve months prior twelve months 0.83 USD per share
  • Last distribution 0.22 USD per share as the price series records it, within days of the ex-date 2026-08-14
  • By calendar year 2023: 0.20 USD (partial) · 2024: 0.81 USD · 2025: 0.84 USD · 2026: 0.64 USD to date first distribution recorded in the three-year window: 2023-11-09

Per-share amounts are derived from the adjusted price series in the listing currency, so dates sit within days of the ex-date; filing figures come from the fundamentals feed for the last reported fiscal year. An investment diary, not a recommendation.

Weather around the name 3 macro readings: Money Temperature, Factor regime, Sovereign pressure

The weather around this name

Macro readings that apply by membership — the regime, the factor tape, the sector cell, the funding backdrop.

  • Money Temperature Composite 55/100 · S&P 500 fund at 58, above its 50- and 200-day averagesEight instruments scored on position, momentum, volume, volatility and fragility — the regime every name trades inside. Temperature lab → 2026-09-17
  • Factor regime Momentum leading — risk appetite buildingMomentum against low volatility (SPMO / SPLV): above its 50-day trend, 94th percentile of the window, +2.7% over 20 sessions. Factor regime → 2026-09-17
  • Sovereign pressure Index 0.00 · down 0.41 over 21 sessionsG7 long-end yields, 10s30s and the slope — the funding weather for every balance sheet on this site. Sovereign pressure → 2026-09-17

FAQ · from the current data · as of 2026-09-18

Quick answers

What is Invesco Plc (IVZ)?

Invesco Plc trades as IVZ on the US exchange (United States) in the Closelook research universe, as of the registry build of 2026-09-18.

Is IVZ in a Closelook index?

Not currently — Invesco Plc is tracked in the Closelook research universe but is not a constituent of a Closelook functional index as of 2026-09-18.

Where does IVZ trade against its moving averages?

Pullback inside an uptrend stack: Trades -2.9% vs the 50-day and +10.4% vs the 200-day average, 10.2% below the 52-week high and +49.8% off the 52-week low. Computed from daily closes. As of 2026-09-17 — a technical state from the nightly Closelook bake, not advice. The Technical tab carries the full row.

What does Invesco Plc do?

Invesco is an investment manager that runs money for retail, institutional and sovereign clients worldwide, building equity, fixed income, multi-asset and alternative funds. It manages separate accounts, mutual funds, exchange-traded funds and private funds, using both traditional stock-and-bond strategies and macro or long/short approaches. It is based in Atlanta, Georgia, with offices across Asia, Europe and Africa. There is no assigned peer group for this name; the comparison most often drawn is with BlackRock as the scale name in the same industry.

Where does Invesco Plc sit in the AI build-out?

Invesco sits outside the AI build-out stack; it belongs to the Financial Services sector, Asset Management industry, within the broader universe the diary tracks alongside other listed money managers. Invesco holds a seat in the S&P 500; it carries no Closelook score and appears in no quoted editions of the diary.

Does Invesco Plc pay a dividend?

Invesco Plc has paid 0.85 USD per share over the last twelve months, paid quarterly, a trailing yield of 2.81% on the 2026-09-17 close; the last distribution recorded in the price series was 0.22 USD on 2026-08-14. The "Dividends and capital return" block on this page carries the lines.

What has Wall Street done on Invesco Plc recently?

The most recent analyst action on Invesco Plc on the Closelook wire is a price target by TD Cowen on 2026-08-13 (target 39). 2 actions on the analyst wire since 2026-08-13: 1 downgrade, 1 target change. Analyst actions are third-party opinions recorded by the wire, not Closelook readings. The “The Street on this name” block on this page lists the moves; the full feeds are the analyst wire and the earnings wire.

What does this page show?

A live price chart with SMA overlays and drawing tools for IVZ, performance metrics, index-membership context and the Closelook structure read — an investment research diary view, not investment advice.

Related in the Closelook universe

then Asset Management. Scored names rank on their Closelook score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.