InsidersTradesSigma
Follow the Invesco Ltd. share price and the full management transaction log of the company, a listed issuer based in United States. Shares are listed on the US market, under the authority of SEC (Form 4). Operating in the Finance & Banking sector, Invesco Ltd. has logged 179 insider filings. Market capitalisation: €13.5bn. The latest transaction was disclosed on 7 July 2026 (Retenue fiscale). Among the most active insiders: Schlossberg Andrew. All data is openly available.
179
Insider Decl.
n/a
Thresholds
€90m
6 ops.
Buy Volume
€130m
10 ops.
Sell Volume
Analyst consensus: bullish or bearish?
Analysts rate Invesco Ltd. Buy (bullish), based on 12 analysts. Average price target: US$31.42.
45Σ signal
This score ranks the purchase within its own market. No market currently meets the historical allocation criteria, so signals remain watch-only. Not investment advice.
Fundamental score
Ranked 20,835 of 29,057 companies
37.1
score / 100
Value47
Quality27
FCF yld9.9%
Earn yld-1.9%
EV/EBITDA15.8x
ROE-0.6%
Gross mgn35%
Net mgn-4.4%
Debt/EBITDA6.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Sigma AI Analysis
Fundamental view, insider signal, bull and bear case, synthesis.
AI analysis generation is paused.
Last declaration on 7 July 2026
Declarations179 total
52,003 shares@ US$27.010.012% mcap34.7% of flowCommon SharesSEC:0001674244-26-000004:0
156,007 shares@ US$27.010.035% mcap100.0% of flowCommon SharesSEC:0001661103-26-000004:0
116,754 shares0Common SharesSEC:0001407922-26-000005:0
26,002 shares@ US$27.010.0058% mcap93.6% of flowCommon SharesSEC:0001736431-26-000004:0
8,641 shares0Common SharesSEC:0001923426-26-000005:0
8,913 shares0Common SharesSEC:0002007897-26-000002:0
8,936 shares0Common SharesSEC:0001923426-26-000002:0
2,534 shares0Common SharesSEC:0001918146-26-000002:0
46,138 shares0Common SharesSEC:0001764168-26-000004:0
5,003 shares0Common SharesSEC:0001736431-26-000002:0
63,131 shares0Common SharesSEC:0001674244-26-000002:0
80,970 shares0Common SharesSEC:0001661103-26-000002:0
16,479 shares0Common SharesSEC:0001407922-26-000002:0
9,237 shares@ US$26.267.9% of flowCommon SharesSEC:0001965994-26-000002:0
29,189 shares0Common SharesSEC:0001764168-26-000002:0
18,800 shares0Common SharesSEC:0001661103-25-000005:0
160,000 shares@ US$23.555297.2% of flowCommon SharesSEC:0001764168-25-000009:0
28,248 shares0Common SharesSEC:0002007897-25-000004:0
103,192 shares@ US$22.12181.4% of flowCommon SharesSEC:0001965994-25-000011:0
25,497 shares0Common SharesSEC:0001965994-25-000006:0
8,731 shares0Common SharesSEC:0001764168-25-000007:0
34,764 shares0Common SharesSEC:0001674244-25-000005:0
12,728 shares0Common SharesSEC:0001642391-25-000002:0
25 of 179 declarations
关于 Invesco Ltd.
景顺有限公司（股票代码IVZ）是一家在美国纽约证券交易所上市的资产管理公司，总部位于美国佐治亚州亚特兰大。对于欧洲投资者而言，景顺应被视为一个全球投资管理平台，而非传统银行。该公司历史可追溯至1935年，业务遍及20多个国家，拥有广泛的国际影响力，这使其在分销、投资能力和客户覆盖方面具有显著的地域多元化。（[invesco.com](https://www.invesco.com/?utm_source=openai)) 景顺的商业模式以收费型资产管理为核心。公司通过广泛的投资产品和委托服务于散户投资者、财务顾问、机构及其他专业客户。其平台涵盖股票、固定收益、流动性及货币市场解决方案以及另类投资。产品范围包括共同基金、ETF、独立管理账户、模型投资组合、指数化解决方案以及保险相关投资解决方案。景顺还强调私募市场能力，包括房地产、私募信贷、贷款及其他另类策略。这种组合提供了多元化，但其收益也容易受到市场水平、资产流动、费用压缩和投资者风险偏好的影响。（[invesco.com](https://www.invesco.com/us/en/about-us.html?utm_source=openai)) 从竞争角度来看，景顺作为一家主要的独立全球资产管理公司，与大型多精品店公司、被动管理专家和ETF领导者展开竞争。其最知名的产品之一是景顺QQQ，它为投资者提供了纳斯达克100指数的敞口。2025年，QQQ股东批准了该工具的现代化改造，将其从单位投资信托ETF转换为开放式基金ETF，并将费用比率降低10%，从0.20%降至0.18%。此举具有战略重要性，因为它有助于该特许经营权在竞争激烈的ETF市场中保持竞争力。（[invesco.com](https://www.invesco.com/hk/en/investment-ideas/press-and-media/2025/invesco-qqq-shareholders-vote-to-approve-modernization.html?utm_source=openai)) 从地域上看，景顺拥有一个真正的全球平台，在美国拥有特别强大的基础，并在欧洲、亚太地区及其他地区设有业务。近期发展态势良好：截至2026年4月30日，景顺报告的初步资产管理规模为2,339.4 billion美元，近期沟通强调了私募房地产贷款的强劲势头以及QQQ产品线的持续开发。对于投资者而言，IVZ提供了全球资产管理周期的敞口，其上行空间与资产管理规模增长、产品创新以及公司在核心策略中捍卫定价同时拓展私募市场的能力相关联。（[invesco.com](https://www.invesco.com/?utm_source=openai))
