Invesco management check
IVZ · Financials · Asset Management & Custody Banks · CEO Andrew Schlossberg
Filings as of
4 good · 2 to watch · 1 flagged, across the seven questions below.
- Good
Have owners done well?
Beat its chosen peers$100 invested at the start of fiscal 2021 grew to $186, against $181 for the peer group the company picked itself.
- Good
Does pay follow performance?
Pay rose and fell with returnsOver 5 years, the CEO's pay actually paid (equity valued at the share price) had a correlation of 0.94 with shareholder return. 1 means pay moved in step; below 0, the opposite way.
- Flag
What does the CEO cost owners?
Paid in a loss-making year$16.3m of reported pay in fiscal 2025, a year the company lost $174.8m.
- Watch
Do they own the stock?
CEO stake ≈ 1.2 years of payThe CEO holds 742,708 shares, directly or through trusts (unvested awards not counted): about 1.2 years of pay. 4 insiders sold $7.2m in the last six months and none bought.
- Good
Are owners being diluted?
Share count shrinkingDiluted shares changed -0.1% a year over the last three fiscal years. Stock-based pay was 1.3% of revenue in the latest year.
- Watch
Is leadership stable?
2 CEOs in the pay tableCEOs in the pay table: Mr. Schlossberg, Mr. Flanagan. 2 filings under 8-K item 5.02 (officers or directors leaving or joining, or new pay arrangements) in the last 3 years.
- Good
Are the books clean?
No red flags on fileNo restatements, auditor changes or late filings since 2022.
Against the S&P 500
Each check's score (0–100) and how it compares: the share of ranked S&P 500 companies it matches or beats, and the median in Financials.
| Check | Score | At or above | Sector median |
|---|---|---|---|
| Owner returns | 53 | 49 | |
| Pay for performance | 97 | 83 | |
| CEO cost | 0 | 67 | |
| Skin in the game | 19 | 51 | |
| Dilution | 52 | 69 | |
| Stable leadership | 60 | 80 | |
| Clean books | 100 | 100 |
Closest peers
Others in Asset Management & Custody Banks, by management score. Invesco is 64th of 72 in its sector.
- 48STTState Street Corporation80
- 65APOApollo Global Management79
- 66NTRSNorthern Trust79
- 165BNYBNY Mellon71
- 171AMPAmeriprise Financial71
- 243BLKBlackRock65
- 268ARESAres Management63
- 329TROWT. Rowe Price59
- 390IVZInvesco55
- 420BENFranklin Resources50
Pay versus performance
From the proxy statement filed April 2, 2026. "Actually paid" values stock awards at the share price, so it rises and falls with the stock.
| Fiscal year | CEO | CEO pay | Actually paid | Other executives (avg) | $100 became | Peers | Net income |
|---|---|---|---|---|---|---|---|
| 2025 | Mr. Schlossberg, Mr. Flanagan | $16.3m | $36.3m | $6.4m | $186 | $181 | −$174.8m |
| 2024 | — | $11.2m | $11.4m | $5.2m | $118 | $149 | $752.4m |
| 2023 | — | $17.4m | $18.0m | $5.7m | $115 | $115 | −$168.2m |
| 2022 | — | $15.2m | $6.4m | $5.5m | $110 | $102 | $925.5m |
| 2021 | — | $12.9m | $21.2m | $5.2m | $136 | $133 | $2.0bn |
The board says pay is tied most to Adjusted operating margin. Its other key measures: Net long-term flows, Net revenues, Adjusted operating income, Adjusted diluted earnings per share.
Insiders and the CEO's stake
Andrew Schlossberg (President and CEO) held 742,708 shares directly after their latest Form 4 on Jul 2, 2026, roughly $20.1m at that filing's price.
4 insiders sold $7.2m in the last six months and none bought.
- SoldAndrew Tak Shing LoSenior Managing Director$4.6mSep 9, 2026
- SoldStephanie ButcherSenior Managing Director$1.5mSep 9, 2026
- SoldLaura Allison DukesChief Financial Officer$1.0mSep 4, 2026
- SoldPhoebe A WoodDirector$97kSep 11, 2026
Leadership and governance on file
- Aug 31, 2026Leadership change8-K 5.02
- May 28, 2024Leadership change8-K 5.02
- May 26, 2023Leadership change8-K 5.02
- Feb 15, 2023Leadership change8-K 5.02
- Feb 8, 2023Leadership change8-K 5.02
Latest shareholder vote results: May 22, 2026, including the say-on-pay vote.
Where the money went
Over 2021–2025: $2.4bn returned to owners in buybacks and dividends, 107% of net income, and $545.5m of pay in stock.
| Fiscal year | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|
| Revenue | $6.9bn | $6.0bn | $5.7bn | $6.1bn | $6.4bn |
| Net income | $1.4bn | $683.9m | −$333.7m | $538.0m | — |
| Stock-based pay | $140.1m | $106.2m | $114.6m | $104.6m | $80.0m |
| Buybacks | $60.9m | $244.7m | $187.5m | $79.3m | $123.6m |
| Dividends | $307.7m | $334.8m | $357.9m | $371.5m | $377.3m |
| Diluted shares | 465m | 460m | 456m | 458m | 455m |
Educational only, not investment advice. Figures are as filed with the SEC: pay from the proxy's pay-versus-performance table, capital allocation from 10-K XBRL data, insider trades from Form 4s over the last six months, events from the last 5 years of filings. The peer group is the one the company chose. See the method.