IVZ: Invesco Ltd. Stock

SIC 6282 – Investment Advice

Valuation
Market Cap ($M) 7,209.73
Enterprise Value ($M) 13,158.83
Book Value ($M) 15,916.00
Book Value / Share 35.43
Price / Book 0.45
NCAV ($M) -1,676.30
NCAV / Share -3.73
Price / NCAV -4.30

Profitability (mra)
Return on Invested Capital (ROIC) -0.01
Return on Assets (ROA) -0.00
Return on Equity (ROE) -0.01

Liquidity (mrq)
Quick Ratio 4.99
Current Ratio 4.99

Balance Sheet (mrq) ($M)
Current Assets 11,341.50
Assets 28,933.80
Liabilities 13,017.80
Debt n/a
Equity n/a

Income Statement (mra) ($M)
Revenue 5,716.40
Operating Income -393.20
Net Income -96.90
Earnings Per Share Diluted n/a
Earnings Per Share Basic n/a

Cash Flow Statement (mra) ($M)
Cash From Operations 1,300.80
Cash from Investing -244.30
Cash from Financing -585.40

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File Date Form Activist 13D/G Investors Ownership
(%)
Change
(%)
02-13 13G/A Vanguard Group Inc 11.45 -2.27
01-25 13G/A State Street Corp 4.70 -16.94
01-24 13G/A BlackRock Inc. 10.30 -0.37
06-02 13D/A Trian Fund Management, L.p. 7.41 -2.78

Top 13F Investors Shares
(1000)
Change
(%)
Value
($1000)
Change
(%)

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Date Insider Trades Code Shares Value

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File Date Form SEC Filings
2024-02-21 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K
2023-10-31 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q
2023-08-02 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q
2023-05-03 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q

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Short Volume
Market Date Short Volume Total Volume Short Volume Ratio
2024-03-27 837,069 2,913,820 28.73
2024-03-26 836,356 3,103,603 26.95
2024-03-25 1,077,844 4,473,370 24.09
2024-03-22 227,552 2,957,872 7.69

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