Invesco Ltd.
Financial ServicesNYSE:IVZ · New York Stock Exchange
+$0.63 today
Vol 2.47M · Avg 5.43M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
-2.3%
avg 6.9%
ROIC
-1.2%
avg 6.0%
ROA
-1.0%
avg 2.5%
Analysis
ROA is currently the strongest return metric at -1.0% versus its period average of 2.5%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Andrew Ryan Schlossberg | President, Chief Executive Officer & Director | $6.21M | — | 52 | $992,717.00 | 0.22% |
Douglas J. Sharp | Senior MD, Head of the Americas & EMEA & Chair of the Board of Invesco UK | $3.36M | — | 51 | $40,115.00 | <0.01% |
Andrew Tak Shing Lo | Senior MD & Chief Executive Officer of Asia Pacific | $3.29M | — | 64 | $992,717.00 | 0.22% |
Laura Allison Dukes | Senior MD & Chief Financial Officer | $3.09M | — | 51 | $400,325.00 | 0.09% |
Tony Wong | Senior MD & Co-Head of Investment | $2.85M | — | 52 | $144,825.00 | 0.03% |
Stephanie Claire Butcher | Senior MD & Co-Head of Investment | $2.85M | — | 55 | $66,317.00 | 0.01% |
Alan Leonard Smith | Senior MD & Chief Human Resources Officer | — | — | 58 | $18,338.00 | <0.01% |
Brian Schneider | Head of US Interest Rates Portfolio Management & Senior Portfolio Manager for Fixed Income | — | — | — | — | — |
Gregory Wade Ketron | Head of Investor Relations & Treasury | — | — | — | $260,403.00 | 0.06% |
Jeffrey Howard Kupor | Senior MD, General Counsel & Company Secretary | — | — | 57 | $158,950.00 | 0.04% |
Mark E. Paris | CIO & Head of Municipals, Head of Portfolio Management & Trading and Senior Portfolio Manager | — | — | — | $195,555.00 | 0.04% |
Shannon Anastasia Johnston | Senior MD and Chief Information & Operations Officer | — | — | 55 | $37,825.00 | <0.01% |
Rhoni Seguin | Managing Director of West | — | — | — | — | — |
Stephanie Botha | Chief Accounting Officer | — | — | — | $66,317.00 | 0.01% |
Mark Hurst Williamson | Executive Vice President and Senior Managing Director | — | — | 74 | $195,555.00 | 0.04% |
Ronald S. Sloan | Chief Investment Officer of Domestic Core Investment Mgmt Unit, MD & Senior Portfolio Manager | — | — | 80 | $48,770.00 | 0.01% |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
2
$6.05M
Net Sentiment
$6.05M
Net selling
Most Active
Sharp Douglas J
1 transactions
| Date | Insider | Type | Shares | Price | Value | |
|---|---|---|---|---|---|---|
| Oct 31, 2025 | Sharp Douglas J Direct | Sell | 160.0K | $23.56 | $3,768,832.00 | |
| Sep 10, 2025 | Butcher Stephanie Direct | Sell | 103.2K | $22.12 | $2,282,710.23 |
Analysis
Insiders reported 0 buys worth $0.00 and 2 sells worth $6.05M over the last 12 months. That adds up to net selling of $6.05M. Sharp Douglas J was the most active insider with 1 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +15.7% | +3.2% (14yr)1 analysts |
| Revenue | N/A | N/A | +8.1% | +1.0% (14yr)3 analysts |
| Net Income | N/A | N/A | +12.7% | +3.8% (14yr)3 analysts |
| EBIT | N/A | N/A | +17.3% | -4.0% (14yr)3 analysts |
Analysis
Recent growth has been strongest in EBIT at +17.3% over three years. Forward estimates point to Net Income at +3.8% (14yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages IVZ?
Invesco Ltd. (IVZ) lists 16 active executives. The top listed executive is Alan Leonard Smith, Senior MD & Chief Human Resources Officer.
Are IVZ insiders buying or selling?
Recent insider activity shows net selling of $19.70M.
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