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Inves

IVZ · NYSE · Investment Advice
Insider buys (12 months)
0
Insider sales (12 months)
$11M
8-K reports (12 months)
22
Tracked investors holding
0

At a glance

Inves reported 2025 revenue of $6.38B, up 5.1% from $6.07B in 2024. Over 4 years since 2021 ($6.89B), that is a decline of about 1.9% a year. Operating margin was -10.9%, down from 25.9% in 2021. Revenue peaked in 2021 at $6.89B. The company posted a loss in 2023 and 2025.

In the last 12 months 5 insiders reported 0 open-market purchases and 5 sales ($11M). None of the sales were flagged as 10b5-1 plan trades. The largest was a sale of $4.6M by Senior Managing Director Andrew Tak Shing Lo on Sep 10, 2026.

Inves filed 22 current reports (Form 8-K) in the last 12 months, most often for regulation fd disclosure (13), results of operations (4), material agreement (2) and new financial obligation (1). The latest officer or director change was reported on Aug 31, 2026. It reported a material agreement or a completed acquisition or disposal 2 times.

Annual results

2021
Revenue $6.89B
Op. $1.79B
2022
Revenue $6.05B
Op. $1.32B
2023
Revenue $5.72B
Op. -$434.8M
2024
Revenue $6.07B
Op. $832.1M
2025
Revenue $6.38B
Op. -$695.7M
RevenueOperating income (or net income)SEC XBRL annual filings, fiscal years mapped to calendar years
Year20212022202320242025
Net income$1.39B$683.9M-$333.7M$538M-
Diluted EPS$2.99$1.49$-0.73$1.18$-1.60
Dividend per share$0.67$0.73$0.79$0.81$0.83

Fiscal year ends Dec 31 · incorporated in D0

Current reports (8-K, last 12 months)

10/27Results of operations2026
10/27Material agreement · New financial obligation2026
10/09Regulation FD disclosureAmended2026
10/09Regulation FD disclosure2026
09/10Regulation FD disclosure2026
08/31Officer or director change2026
08/11Regulation FD disclosure2026
07/28Results of operations2026
07/10Regulation FD disclosure2026
06/09Regulation FD disclosure2026
05/22Shareholder vote results2026
05/11Regulation FD disclosure2026
04/28Results of operations2026
04/10Regulation FD disclosure2026
03/10Regulation FD disclosure2026
02/23Other events2026
02/10Regulation FD disclosure2026
01/27Results of operations2026
01/12Regulation FD disclosure2026
12/09Regulation FD disclosure2025
12/09Material agreement2025
11/12Regulation FD disclosure2025

Insider open-market trades (last 12 months)

9/14SaleDirector Phoebe A Wood sold 3,000 sh at $32.44, Sep 11.$97K
9/10SaleSenior Managing Director Andrew Tak Shing Lo sold 143,370 sh at $32.39, Sep 8~Sep 9.$4.6M
9/10SaleSenior Managing Director Stephanie Butcher sold 45,095 sh at $32.28, Sep 9.$1.5M
9/9SaleChief Financial Officer Laura Allison Dukes sold 31,075 sh at $33.16, Sep 4.$1M
11/3SaleSenior Managing Director Douglas J Sharp sold 160,000 sh at $23.56, Oct 31.$3.8M

Source: SEC EDGAR. How figures are combined