InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$28.20

2026-10-16

Market Cap

$12.5B

Volume

4.9M

52-Wk High

$33.66

52-Wk Low

$20.67

Trailing PE

-41.5

P/S

1.80

Gross Margin

67.4%

Net Margin

-0.9%

ROE

-1%

ROIC

-1%

Piotroski

6/9

Altman Z

1.0

1-Yr Return

+24.8%

5-Yr Return

+143.2%

Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

SectorFinancial ServicesIndustryAsset ManagementExchangeNYSEMarket Cap$12.5BEmployees7,499 (SEC-filed)CEOAndrew Ryan SchlossbergIPO1995-08-24CountryUS

Midtown Union, Atlanta, GA 30309 · Tel 404-479-1095 · invesco.com

INSIDERSTREET SCORE43 / 100Street mean $35.50 (8 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$7M sold / 6 mo, zero open-market buys

INSIDERSTREET
SCORE43of 100

Score Breakdown

Profitability	49/100
Growth	42/100
Momentum	42/100
Quality	62/100
Earnings Quality	56/100
Balance Sheet	45/100
Value	49/100
Risk (safety)	15/100
Overall	42.7/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
SEIC	76
CG	0
ARCC	44
OWL	47
EQH	17
CRBG	58
IVZ	43

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 58 in 25 Q1, latest 43 — -16 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

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1 Year vs S&P 500 · IVZ +24.8% · S&P 500 +15.9% · spread +9.0pp

7 Years vs S&P 500 · IVZ +143.2% · S&P 500 +189.9% · spread -46.7pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

BUSINESS QUALITY43 / 100IS Score 42.7 / 100 · -15.6 from peak of 58

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 22 / 100 · Power -55 · 5 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit below the midpoint — business quality at 43 and price structure at 22 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 55 and holds two consecutive quarters	now 42.7	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 58 → 31 → 36 → 43	the direction matters more than the level
Technical vote share back above 50%	now 18%	price structure no longer broken
Institutional holder count rises two quarters running	peak 673 → now 673	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Site Convergence Score2 of 4top 13% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)0none disclosed

ETF Funds (30d)352 up / 226 downnet +126 funds

Institutions Added (13F)37managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 673 · latest 673 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	673	429.6M	$11.0B	95.2%
2026 Q1	636	418.9M	$9.9B	92.8%
2025 Q4	629	411.5M	$10.6B	91.2%
2025 Q3	568	391.5M	$8.9B	86.8%
2025 Q2	523	411.8M	$6.5B	91.2%
2025 Q1	518	407.5M	$6.1B	90.3%
2024 Q4	526	402.9M	$7.0B	89.3%
2024 Q3	492	389.0M	$6.8B	86.2%
2024 Q2	475	302.9M	$4.5B	67.1%
2024 Q1	496	302.3M	$5.0B	67.0%
2023 Q4	494	298.6M	$5.3B	66.2%
2023 Q3	487	303.2M	$4.4B	67.2%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Invesco Advisers, Inc.	director	2026-10-01	A-Award	16,176	$0.46M	189,254
Invesco Advisers, Inc.	director	2026-09-30	D-Return	8,969	$0.26M	173,078
Wood Phoebe A	director	2026-09-11	SELL	3,000	$0.10M	107,111
Lo Andrew Tak Shing	Senior Managing Director	2026-09-09	SELL	100,840	$3.25M	812,477
Butcher Stephanie	Senior Managing Director	2026-09-09	SELL	45,095	$1.46M	10,205
Lo Andrew Tak Shing	Senior Managing Director	2026-09-08	SELL	42,530	$1.40M	913,317
Dukes Laura Allison	Chief Financial Officer	2026-09-04	SELL	31,075	$1.03M	259,183
Dukes Laura Allison	Chief Financial Officer	2026-09-04	GIFT	7,600	—	251,583

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	5	222,540	$7.2M	Counted
M — Exercises (paired A/D)	1	116,754	—	None — mechanics
F — Tax withholding	19	509,642	$13.9M	None — compensation
G — Gifts	1	7,600	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$7.2M5 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-09-11	Wood Phoebe A	3,000	$0.1M
2026-09-09	Butcher Stephanie	45,095	$1.5M
2026-09-09	Lo Andrew Tak Shing	100,840	$3.2M
2026-09-08	Lo Andrew Tak Shing	42,530	$1.4M
Trailing 12 mo	7 filings	485,732	$13M

Filed	Form	Reporting person	% of class	Shares
2026-08-10	SCHEDULE 13G/A	Israel A. Englander	3.90%	17.1M sh
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.15%	31.7M sh
2026-03-27	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change
2026-02-12	SCHEDULE 13G/A	Israel A. Englander	4.90%	21.8M sh

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Member	Chamber	Trade	Size band	Traded	Disclosed
Kevin Hern	House	SELL	$15,001 - $50,000	2026-03-17	2026-04-06
Kevin Hern	House	SELL	$15,001 - $50,000	2026-03-17	2026-04-06
Kevin Hern	House	SELL	$15,001 - $50,000	2026-03-16	2026-04-06
Gary Peters	Senate	SELL	$1,001 - $15,000	2024-10-17	2024-11-14
Gary Peters	Senate	SELL	$1,001 - $15,000	2024-10-17	2024-11-13
Gary C. Peters	Senate	SELL	$1,001 - $15,000	2024-10-17	2024-11-13

House 12-Mo8 trades3 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)636

13F Shares419M92.8% of shares out

New / Closed93 / 75positions, QoQ

Increased / Reduced270 / 191positions, QoQ

Put/Call (13F)0.68option positions

Free Float99.3%438M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Wealth Enhancement Advisory Servic	1.7M	$50M
Wedge Capital Management L L P/Nc	1.1M	$32M
Vista Investment Partners Llc	178,385	$5M
Cacti Asset Management Llc	175,180	$5M
Vontobel Holding Ltd.	172,332	$5M
Czech National Bank	126,854	$4M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$422M
VSMPX	0.0%	$422M
VTI	0.0%	$422M
VTSAX	0.0%	$422M
VFINX	0.0%	$350M
VFIAX	0.0%	$350M

13F Filers Holding IVZ — quarterly

Institutional Put/Call — quarterly

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Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session46.2%2026-10-15

20-Day Avg54.1%50-day 52.8%

TrendRising20d vs 50d

By Market CenterQ: 46% · N: 47% · B: 17%latest session

Weekly Notional ($B)

Where IVZ Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	7.1M	71 sh
Mstx Ms Trajectory Cross (Ats-1)	3.7M	97 sh
Ebxl Level Ats	3.5M	44 sh
Ubsa Ubs Ats	3.4M	59 sh
Pure Purestream	2.3M	37 sh
Sgmt Sigma X2	2.3M	69 sh

Where a dollar of Invesco Ltd. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
Americas	$4.8B	75%
EMEA, Excluding United Kingdom	$1.3B	21%
Asia	$295M	5%

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IVZ (live moat model)Peer median: SEIC · CG · ARCC · OWL · EQH

Component scores from the live moat model. Peer median illustrative.

Moat score 47/100 — Weak; primary source Intangible Assets.

3.8 · Employees (SEC filings)

Officer	Title
Andrew Ryan Schlossberg	President, Chief Executive Officer & Director
Douglas J. Sharp	Senior MD, Head of the Americas and EMEA & Chair of the Board of Invesco UK
Andrew Tak Shing Lo	Senior MD & Head of Asia Pacific
Laura Allison Dukes	Senior MD & Chief Financial Officer

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)4 of 6recent quarters

Avg Surprise+8.2%

Next Report2026-10-27

Income QualityN/Mloss-making — OCF ÷ net income not meaningful

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

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Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+12.2%	-12.3%	-5.5%	+6.1%	+5.1%
Gross profit	+18.6%	-14.0%	-17.7%	+1.1%	+35.8%
Operating income	+94.3%	-26.3%	-133.0%	-291.4%	-183.6%
Net income	+114.0%	-43.5%	-110.5%	-899.6%	-136.4%

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	6.9	6.0	5.7	6.1	6.4
Cost of revenue	4.1	3.6	3.7	4.0	3.6
Gross profit	2.8	2.4	2.0	2.0	2.8
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	0.5	0.6	0.6	0.7	0.7
Operating income	1.8	1.3	-0.4	0.8	-0.7
EBITDA	2.8	1.5	1.1	1.2	1.4
D&A	0.2	0.2	1.3	0.2	1.9
Pretax income	2.5	1.2	-0.2	1.0	-0.4
Income tax	0.5	0.3	-0.1	0.3	-0.2
Net income	1.6	0.9	-0.1	0.8	-0.3
Diluted EPS ($)	2.99	1.49	-0.73	1.18	-1.60
Diluted shares (M)	465	460	456	458	454

Operating CF$2B

CapEx$0B

Free cash flow$1B

SBC$0B

Buybacks$2B

Net cash change$0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	1.4	1.9	1.5	2.0
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	1.0	0.7	1.1	0.9
Total current assets	2.4	2.9	2.6	2.9
PP&E (net)	0.6	0.6	0.5	0.7
Goodwill + intangibles	15.7	14.5	14.1	12.4
Total assets	29.8	28.9	27.0	27.1
Accounts payable	0.1	0.0	0.0	0.0
Short-term debt	0.0	0.0	0.0	0.1
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	1.5	2.3	0.8	0.1
Long-term debt	8.1	8.6	7.1	9.7
Total liabilities	12.9	13.0	11.3	14.1
Shareholders' equity	16.8	15.9	15.7	13.0

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	0.9	(0.1)	0.8	0.0
D&A	0.2	0.2	0.2	0.0
Stock-based compensation	0.1	0.1	0.1	0.0
Working capital change	(0.4)	(0.2)	0.1	(0.2)
Operating cash flow	0.7	1.3	1.2	1.5
Capital expenditures	(0.2)	(0.2)	(0.1)	(0.1)
Investing cash flow	(0.4)	(0.2)	0.1	(1.0)
Buybacks	(0.2)	(0.2)	(0.1)	(1.9)
Dividends paid	(0.6)	(0.6)	(0.6)	(0.6)
Debt issuance / (repay)	(0.6)	0.3	(0.9)	2.3
Financing cash flow	(1.0)	(0.6)	(1.7)	(0.1)
Free cash flow	0.5	1.1	1.1	1.4

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Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	10.9%	6.0%	-0.7%	5.3%	-2.1%	-1%
ROA	4.7%	2.9%	-0.3%	2.8%	-1.0%	-0.2%
ROIC	6.1%	4.4%	-1.6%	3.0%	-2.7%	-1.1%
Gross margin	41.1%	40.3%	35.1%	33.4%	43.2%	67.4%
Operating margin	25.9%	21.8%	-7.6%	13.7%	-10.9%	-7.1%
Net margin	23.6%	15.2%	-1.7%	12.8%	-4.4%	-0.9%
EBITDA margin	40.6%	25.3%	19.8%	20.5%	21.6%	-3.7%
FCF margin	14.1%	8.4%	19.9%	18.5%	23.2%	—
VALUATION
P/E	5.48	7.78	-75.98	9.81	-42.32	-41.5
P/B	0.58	0.47	0.50	0.52	0.97	1.0
P/S	1.30	1.18	1.29	1.25	1.87	1.80
P/FCF	9.21	14.03	6.48	6.78	8.04	6.3
EV/EBITDA	5.89	9.35	11.78	10.98	14.57	-51.3
EV/Revenue	2.39	2.36	2.53	2.25	3.15	1.9
Earnings yield	18.3%	12.9%	-1.3%	10.2%	-2.4%	-0.51%
FCF yield	10.9%	7.1%	15.4%	14.7%	12.4%	15.79%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.25	1.62	1.27	3.14	43.01	0.71
Quick ratio	1.25	1.62	1.27	3.14	43.01	0.71
Debt / equity	0.63	0.56	0.62	0.52	0.83	0.13
Debt / assets	29.7%	28.8%	31.3%	27.9%	37.4%	5.9%
Net debt / EBITDA	2.70	4.66	5.79	4.87	5.92	-2.76
Interest coverage	27.40	15.64	-2.37	18.33	-6.63	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.20	0.19	0.19	0.22	0.24	0.25
Receivables turnover	6.17	5.21	6.70	6.69	6.38	8.6
DSO (days)	59	70	54	55	57	43
DPO (days)	17	5	4	3	2	263
Cash conversion cycle	42	65	50	52	56	-220
GROWTH (YoY)
Revenue growth	12.2%	-12.3%	-5.5%	6.1%	5.1%	—
Net income growth	114.0%	-43.5%	-110.5%	899.6%	-136.4%	—
EPS growth	113.0%	-42.7%	-110.7%	897.8%	-136.4%	—
FCF growth	-13.1%	-47.4%	122.7%	-1.4%	32.2%	—
PER SHARE ($)
EPS (diluted, TTM)	3.50	2.01	-0.21	1.71	-0.62	-0.14
Book value / share	33.28	33.14	32.22	32.06	26.95	29.04
Revenue / share	14.81	13.18	12.62	13.36	14.05	15.29
FCF / share	2.08	1.11	2.51	2.47	3.27	4.35
Cash / share	4.61	3.12	4.26	3.29	4.36	2.03
SHAREHOLDER RETURN & SCORES
Buyback yield	0.7%	3.4%	2.5%	1.0%	6.0%	6.38%
Altman Z-Score	1.14	1.08	0.87	1.20	1.10	1.0
Piotroski F-Score	6	5	3	8	6	6/9
Beneish M-Score	-2.30	-2.62	-3.00	-2.11	-3.21	-3.34

Model	Score	Zone	Note
Piotroski F-Score	6 / 9	Middling
Altman Z-Score	1.0	Distress (<1.81)	Distress
Income quality	N/M	Loss-making	OCF ÷ net income not meaningful with negative earnings; OCF itself is the signal
Beneish M-Score	-3.34	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.27
Interest burden	0.61
Operating margin	-5.7%
Asset turnover	0.25×
Financial leverage	2.12×
= ROE	-0%

Growth Quality (live)	Value
Revenue stability	0.06
Earnings stability	0.61
Earnings persistence	0.20
Revenue CAGR 3y	6.3%
EPS CAGR 3y	—
FCF CAGR 3y	26.7%

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Buyback Yield6.38%

Dividend Yield3.01%

Total Shareholder Return10.93%cash yield

SBC / Revenue0.6%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
SEIC	$12.5B	18.0	29%	30.3%	+11.3%	6/9	+29.7%
CG	$13.0B	35.9	6%	11.9%	-9.9%	1/9	-35.7%
ARCC	$13.4B	13.9	7%	22.3%	+9.2%	5/9	-12.6%
OWL	$13.8B	74.4	4%	1.5%	+14.2%	5/9	-43.5%
EQH	$14.5B	-16.3	-509%	-27.3%	-22.1%	6/9	—
CRBG	$15.3B	20.1	8%	0.1%	+229.2%	8/9	—
AMG	$9.9B	12.3	27%	28.4%	+24.5%	7/9	—
BEN	$15.7B	20.7	7%	7.3%	+7.9%	5/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Hold

28 Analysts

Str Sell (0)Sell (0)Hold (16)Buy (12)Str Buy (0)

Mean Target (qtr)$35.508 targets

Target vs. Price+25.9%last-quarter mean

Next Report2026-10-27street $0.74

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$5.41B	$5.49B / $5.25B	$2.81	$2.86 / $2.75	8
FY2027	$5.84B	$5.85B / $5.83B	$3.27	$3.47 / $3.11	8
FY2028	$6.23B	$6.24B / $6.23B	$3.75	$3.91 / $3.52	3

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$35.60	+26.2%	5
Last Quarter	$35.50	+25.9%	8
Last Year	$30.66	+8.7%	35
All Time	$28.31	+0.4%	49

Rolling mean of published targets vs. last close $28.20. Aggregated from StreetInsider, Benzinga, Investing.

Third-Party Composite Rating

B-

DCF

5/5

ROE

1/5

ROA

1/5

Debt/Eq

4/5

P/E

1/5

P/B

3/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

IVZ +24.8% vs S&P 500 +15.9% — spread +9.0pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$30.04	-1.84	-6.13%	Below
SMA 50	$31.19	-2.99	-9.59%	Below
SMA 200	$27.90	+0.30	+1.08%	Above
EMA 9	$29.10	-0.90	-3.09%	Below
EMA 21	$29.87	-1.67	-5.59%	Below
EMA 50	$30.32	-2.12	-6.99%	Below
EMA 200	$27.90	+0.30	+1.08%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBEARISHPower Score -555 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%20

Momentum 25%18

Volume 20%31

Volatility 10%0

Patterns 15%38

This Week18% bullishof 11 price-based votes

4 Weeks Ago18%+0 pts since

12 Weeks Ago100%-82 pts since

ReadStabilizingweek-over-week trajectory

Price vs SMA 20$30.04

Price vs SMA 50$31.19

Price vs SMA 200$27.90

EMA 9/21 Cross29.1/29.9

SMA 50/200Golden

ADX DirectionADX 34

Supertrend$31

Parabolic SAR$30

SMA Slope-0.120

RSI33.2

Stochastic K/D24/18

StochRSI K/D30/16

Williams %R-75

CCI-142

TSI vs Signal-26.8

CMO-33.6

ROC-7.99%

OBV SignalDistrib

Chaikin MF0.130

MFI35

Force Index-1M

Elder Ray Bull-0.65

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 18

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$28.26 / $29.35 / $29.89	S1 / S2	$27.72 / $26.63
Bollinger (20,2)	$28.19 – $31.88	Squeeze	Off
52-wk range	$20.49 – $33.66	Off 52-wk high	-16.2%
ATR (14)	$0.92 (3.3%)	Historical vol	24.9%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

-2.0%Jan45%

-1.3%Feb35%

+0.9%Mar52%

+0.4%Apr55%

-1.3%May55%

+0.4%Jun45%

+3.4%Jul50%

-0.7%Aug50%

+0.6%Sep60%

+2.4%Oct70%

+2.1%Nov70%

+4.7%Dec65%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	IVZ	S&P 500
Weekly volatility (σ, 1y)	4.53%	1.83%
Best / worst week (1y)	+13.3% / -8.7%	—
Max drawdown (5y, monthly)	-58.3%	—
1-week VaR (95%)	-7.6%	—
Beta (5y)	1.60	1.00

IVZ EQUITY WEATHER (LIVE)STORMY · -42

Trend-33

Momentum-53

Volume-37

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 180 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-42.0-24.9 vs industry

Trend-33.4-23.6 vs industry

Momentum-52.9-45.9 vs industry

Volume-37.3-37.3 vs industry

Reading	IVZ	Asset Management n=10,831	Financial Services n=24,134	All US symbols n=70,435
Overall	-42.0	-17.0	-16.3	-20.5
Trend	-33.4	-9.8	-12.5	-21.3
Momentum	-52.9	-7.0	-4.4	-15.8
Volume	-37.3	+0.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Andrew R. Schlossberg President and Chief Ex	$16.3M	95% equity+incentive
L. Allison Dukes Senior Managing Director, C	$7.1M	93% equity+incentive
Douglas J. Sharp Senior Managing Director, H	$6.7M	92% equity+incentive
Andrew T.S. Lo Senior Managing Director and	$6.6M	91% equity+incentive
Tony L. Wong Senior Managing Director, Co-He	$5.9M	91% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	49
Social	57
Governance	64
Composite ESG	56

Composite ESG Trend

Filed	8-K contents	Items
2026-10-09	Regulation FD; Exhibits	7.01,9.01
2026-10-09	Regulation FD; Exhibits	7.01,9.01
2026-09-10	Regulation FD; Exhibits	7.01,9.01
2026-08-31	Officer/Director Change; Regulation FD; Exhibits	5.02,7.01,9.01
2026-08-11	Regulation FD; Exhibits	7.01,9.01
2026-07-28	Earnings Release; Exhibits	2.02,9.01
2026-07-10	Regulation FD; Exhibits	7.01,9.01
2026-06-09	Regulation FD; Exhibits	7.01,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-27 to 2026-07-28
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	78 rows · 2007 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-08-31 to 2026-10-01
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-02-12 to 2026-08-10
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Invesco Ltd. (IVZ)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ)

Institutions holding — 12 quarters

Invesco Ltd. (IVZ)

Monthly Net Insider Flow (000 shares)

Signal Summary

Invesco Ltd. (IVZ)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding IVZ — quarterly

Institutional Put/Call — quarterly

Invesco Ltd. (IVZ)

Where IVZ Trades in the Dark

Invesco Ltd. (IVZ)

3.8 · Employees (SEC filings)

Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ)

Balance Sheet — Full

Cash Flow Statement — Full

Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ)

Street Price Target — Trajectory

Third-Party Composite Rating

Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ)

Family Scores (site weights)

Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ)

Invesco Ltd. (IVZ)