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The company

Invesco Ltd

IVZ · NYSE

FinancialsCapital Markets & Asset ManagementJust dropped out

IVZ stood above a rising 150-day average in 45 of the last 52 weekly readings, and has been out of that trend for the last 1 week. It is 0.3% below that average now. Capital Markets & Asset Management: 23% of its 97 stocks in an uptrend (−14 points in four weeks); Financials: 43% (−14 points in four weeks).

Statistics

Rotation
Just dropped out
Weeks in an uptrend
out for 1
Industry in uptrend
23% -14 in 4 wk
Insider buys, 12 months
$0
Insider sales, 12 months
$18.2M
Officials’ trades on record
68

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 45 of 52 weeks.

20 Apr – 19 Oct
24%43%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Capital Markets & Asset Management: A minority of its stocks are in an uptrend and the share has fallen sharply over four weeks. Financials: About half its stocks are in an uptrend and the share has fallen sharply over four weeks.

Money in and out

1 Nov 2024 – 1 Oct 2026
−$13.9M$0Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars. Not yet read: institutions.

Congress and officials

68 disclosed lines: House 53, Senate 8, executive 7; 18 people.

WhoDidAmountTraded
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$250k–$500k21 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$1M–$5M5 May 2026filed 1 Jul 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officesold$100k–$250k10 Apr 2026filed 1 Jul 2026
Kevin Hern House: U.S. House ClerkOK01soldjoint$15k–$50k17 Mar 2026filed 3 Apr 2026
Donald J. Trump Executive branch: Office of Government EthicsWhite House Officebought$500k–$1M6 Mar 2026filed 14 May 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31sold$1k–$15k10 Feb 2026filed 9 Mar 2026
Gilbert Ray Cisneros, Jr. House: U.S. House ClerkCA31bought$1k–$15k9 Jan 2026filed 13 Feb 2026
Robert P. Bresnahan, Jr. House: U.S. House ClerkPA08sold$1k–$15k8 Apr 2025filed 28 Apr 2025
Gary C. Peters Senate: U.S. Senate eFDSenatorsold$1k–$15k17 Oct 2024filed 14 Nov 2024
Jennifer Granholm Executive branch: Office of Government EthicsDepartment of Energysold$1k–$15k18 May 2023filed 28 Jun 2023
Jennifer Granholm Executive branch: Office of Government EthicsDepartment of Energysold$1k–$15k18 May 2023filed 28 Jun 2023
Jennifer Granholm Executive branch: Office of Government EthicsDepartment of Energysold$15k–$50k6 May 2021filed 28 Dec 2021

Insiders

Buy orders, 12 months0
Sale orders, 12 months6
Buyers · sellers0 · 5
WhoDidSharesTraded
Phoebe A. WoodDirectorsold3,000at $32.4411 Sep 2026filed 14 Sep 2026
Andrew Tak Shing LoSenior Managing Directorsold100,840at $32.209 Sep 2026filed 10 Sep 2026
Stephanie ButcherSenior Managing Directorsold45,095at $32.289 Sep 2026filed 10 Sep 2026
Andrew Tak Shing LoSenior Managing Directorsold42,530at $32.858 Sep 2026filed 10 Sep 2026
Laura Allison DukesChief Financial Officersold31,075at $33.164 Sep 2026filed 9 Sep 2026

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Still reading this part; it fills in a moment.

News

Everyone who traded it

Shannon A. Johnston Company insiderSMD and CIOO · last 16 Oct 20260 · 0
Phoebe A. Wood Company insiderDirector · last 11 Sep 20260 · 2
Andrew Tak Shing Lo Company insiderSenior Managing Director · last 9 Sep 20260 · 9
Stephanie Butcher Company insiderSenior Managing Director · last 9 Sep 20260 · 2
Laura Allison Dukes Company insiderChief Financial Officer · last 4 Sep 20260 · 1
Douglas J. Sharp Company insiderSenior Managing Director · last 31 Aug 20260 · 2
Andrew Schlossberg Company insiderPresident and CEO · last 2 Jul 20260 · 0
Jeffrey H. Kupor Company insiderSenior Managing Director · last 2 Jul 20260 · 0
Donald J. Trump Executive branchWhite House Office · last 21 May 20262 · 2
Christopher C. Womack Company insiderDirector · last 15 May 20260 · 0
Elizabeth S. Johnson Company insiderDirector · last 15 May 20260 · 0
G. Richard Wagoner Jr. Company insiderDirector · last 15 May 20262 · 0

Same industry

MRX Marex GroupLeading+14%
WT WisdomTreeLeading+8%

Distance from each stock’s own 150-day average.

Government contracts

No federal award is tied to it.

From its SEC filings

Operating profit marginFY 2025 · to 31 Dec 2025-10.9%
Free cash flow marginFY 2025 · to 31 Dec 202522.6%
Cash conversionFY 2024 · to 31 Dec 2024221%
Debt to equityFY 2025 · to 31 Dec 20250.15×
Share count trendFY 2025 · to 31 Jan 2026-0.1%
Cash and equivalentsFY 2025 · to 31 Dec 2025$1.0B
Free cash flowFY 2025 · to 31 Dec 2025$1.4B

Analyst forecasts

No analyst forecasts yet.