Invesco Ltd.

NYSE:IVZ Stock Report

Market Cap: US$7.8b

Invesco Management

Management criteria checks 1/4

Invesco's CEO is Andrew Schlossberg, appointed in Jun 2023, has a tenure of 1.5 years. total yearly compensation is $11.86M, comprised of 5.3% salary and 94.7% bonuses, including company stock and options. directly owns 0.18% of the company’s shares, worth $14.20M. The average tenure of the management team and the board of directors is 1.8 years and 4 years respectively.

Key information

Andrew Schlossberg

Chief executive officer

US$11.9m

Total compensation

CEO salary percentage5.3%
CEO tenure1.5yrs
CEO ownership0.2%
Management average tenure1.8yrs
Board average tenure4yrs

Recent management updates

Recent updates

Invesco: An Asset Manager With Upside

Oct 28

Invesco's (NYSE:IVZ) Dividend Will Be $0.205

Oct 25
Invesco's (NYSE:IVZ) Dividend Will Be $0.205

Invesco Ltd.'s (NYSE:IVZ) Price Is Right But Growth Is Lacking

Oct 07
Invesco Ltd.'s (NYSE:IVZ) Price Is Right But Growth Is Lacking

Invesco's (NYSE:IVZ) Dividend Will Be $0.205

Aug 14
Invesco's (NYSE:IVZ) Dividend Will Be $0.205

Invesco: Not Concerned About The Unwind

Aug 08

Invesco (NYSE:IVZ) Has Announced A Dividend Of $0.205

Jul 26
Invesco (NYSE:IVZ) Has Announced A Dividend Of $0.205

Invesco (NYSE:IVZ) Has Announced That It Will Be Increasing Its Dividend To $0.205

May 07
Invesco (NYSE:IVZ) Has Announced That It Will Be Increasing Its Dividend To $0.205

Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price

Mar 24
Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price

Invesco: No Pricing Power In An Inflationary Environment

Feb 21

Invesco: Industry Headwinds And Threats To Its Business Model

Dec 07

Invesco: Active AUM Outflows Remains A Concern

Oct 26

Invesco: Headwinds From Passive Shift And Risks Of Shift To Deposits

Aug 27

Invesco: Maintaining Strong Fundamentals After Its Rally, Still A 'Buy'

Jun 19

Invesco names Andrew Schlossberg to success Marty Flanagan as president, CEO

Feb 08

Invesco: Shares Rally Above Resistance, Valuation Intriguing Ahead Of Earnings

Jan 20

Invesco December AUM slips 2% on disappointing market returns

Jan 11

Invesco AUM ascends about 6% in November on positive market returns

Dec 12

Invesco - Revisiting The Upside In A Market Turnaround - It's Gone Too Far

Nov 16

CEO Compensation Analysis

How has Andrew Schlossberg's remuneration changed compared to Invesco's earnings?
DateTotal CompensationSalaryCompany Earnings
Sep 30 2024n/an/a

-US$414m

Jun 30 2024n/an/a

-US$337m

Mar 31 2024n/an/a

-US$337m

Dec 31 2023US$12mUS$625k

-US$334m

Sep 30 2023n/an/a

US$596m

Jun 30 2023n/an/a

US$642m

Mar 31 2023n/an/a

US$631m

Dec 31 2022US$5mUS$500k

US$684m

Sep 30 2022n/an/a

US$923m

Jun 30 2022n/an/a

US$1b

Mar 31 2022n/an/a

US$1b

Dec 31 2021US$5mUS$450k

US$1b

Sep 30 2021n/an/a

US$1b

Jun 30 2021n/an/a

US$1b

Mar 31 2021n/an/a

US$711m

Dec 31 2020US$5mUS$450k

US$525m

Sep 30 2020n/an/a

US$494m

Jun 30 2020n/an/a

US$469m

Mar 31 2020n/an/a

US$469m

Dec 31 2019US$5mUS$450k

US$565m

Sep 30 2019n/an/a

US$499m

Jun 30 2019n/an/a

US$602m

Mar 31 2019n/an/a

US$807m

Dec 31 2018US$4mUS$450k

US$883m

Sep 30 2018n/an/a

US$1b

Jun 30 2018n/an/a

US$1b

Mar 31 2018n/an/a

US$1b

Dec 31 2017US$4mUS$450k

US$1b

Compensation vs Market: Andrew's total compensation ($USD11.86M) is above average for companies of similar size in the US market ($USD8.00M).

Compensation vs Earnings: Andrew's compensation has increased whilst the company is unprofitable.

CEO

Andrew Schlossberg (50 yo)

1.5yrs

Tenure

US$11,864,931

Compensation

Mr. Andrew Ryan Schlossberg serves as a Member of the Board of Directors of Engage Ventures, LLC from March 2024. He also serves as Senior Vice President and Director at Invesco Advisers, Inc. He also serv...

Leadership Team

NamePositionTenureCompensationOwnership
Andrew Schlossberg
President1.5yrsUS$11.86m0.18%
$ 14.2m
Laura Dukes
Senior MD & CFO4.3yrsUS$6.13m0.072%
$ 5.6m
Tony Wong
Senior MD & Co-Head of Investment1.8yrsUS$4.37m0.033%
$ 2.6m
Stephanie Butcher
Senior MD & Co-Head of Investment1.8yrsUS$4.76m0.027%
$ 2.1m
Andrew Tak Lo
Senior MD & CEO of Asia Pacific23.8yrsUS$6.79m0.14%
$ 10.6m
Douglas Sharp
Senior MD and Head of EMEA & Americas5.8yrsUS$5.98m0.024%
$ 1.9m
Shannon Johnston
Senior MD and Chief Information & Operations Officerless than a yearno datano data
Stephanie Botha
Chief Accounting Officerless than a yearno datano data
Donie Lochan
MD, CTO & Global Head of Technologyno datano datano data
Gregory Ketron
Head of Investor Relations & Treasuryno datano datano data
Jeffrey Kupor
Senior MD & General Counsel1.9yrsno data0.033%
$ 2.6m
Alan Smith
Senior MD & Chief Human Resources Officerless than a yearno datano data

1.8yrs

Average Tenure

53yo

Average Age

Experienced Management: IVZ's management team is not considered experienced ( 1.8 years average tenure), which suggests a new team.

Board Members

NamePositionTenureCompensationOwnership
Andrew Schlossberg
President1.5yrsUS$11.86m0.18%
$ 14.2m
G. Wagoner
Chairperson & Non-Executive Director11.9yrsUS$544.99k0.023%
$ 1.8m
Martin Flanagan
Chairman Emeritus1.5yrsUS$17.35m0.96%
$ 74.5m
Thomas Finke
Non Executive Director4yrsUS$314.99k0.0097%
$ 752.4k
William Glavin
Independent Non-Executive Director5.9yrsUS$325.86k0.013%
$ 1.0m
Phoebe Wood
Independent Non-Executive Director14.9yrsUS$364.99k0.020%
$ 1.5m
Christopher Womack
Non-Executive Director3.2yrsUS$314.99k0.0087%
$ 676.8k
Sarah Beshar
Independent Non-Executive Director7.6yrsUS$334.99k0.021%
$ 1.6m
George Baird
Chairman of Invesco Leveraged High Yield Fund Limitedno datano datano data
Elizabeth Johnson
Non-Executive Director1.8yrsUS$320.54k0.0062%
$ 483.7k
Nigel Sheinwald
Independent Non-Executive Director9.9yrsUS$314.99k0.018%
$ 1.4m
Paula Tolliver
Independent Non-Executive Director3.6yrsUS$314.99k0.010%
$ 783.6k

4.0yrs

Average Tenure

65yo

Average Age

Experienced Board: IVZ's board of directors are considered experienced (4 years average tenure).

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/23 01:34
End of Day Share Price 2024/12/23 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Invesco Ltd. is covered by 33 analysts. 10 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
Benjamin BudishBarclays
Roger FreemanBarclays