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Invesco (IVZ)
NYSE:IVZ
IVZ Stock Chart & Stats
$26.53
-$0.16(-0.93%)
At close: 4:00 PM EST
$26.53
-$0.16(-0.93%)
Day’s Range― - ―
52-Week Range$11.60 - $29.61
Previous CloseN/A
Volume437.50K
Average Volume (3M)5.04M
Market Cap
$12.20B
Enterprise Value$10.77B
Total Cash (Recent Filing)$1.04B
Total Debt (Recent Filing)$0.00
Price to Earnings (P/E)―
Beta1.22
Next Earnings
Apr 28, 2026EPS Estimate
0.59Next Dividend Ex-DateN/A
Dividend Yield3.08%
Share Statistics
EPS (TTM)0.62
Shares Outstanding445,092,900
10 Day Avg. Volume6,945,514
30 Day Avg. Volume5,035,962
Financial Highlights & Ratios
PEG Ratio-0.04
Price to Book (P/B)0.55
Price to Sales (P/S)1.32
P/FCF Ratio7.13
Enterprise Value/Market Cap0.88
Enterprise Value/Revenue1.69
Enterprise Value/Gross Profit3.91
Enterprise Value/Ebitda7.82
Forecast
1Y Price Target
$30.45Price Target Upside14.78% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering11
EPS Forecast (FY)2.67
Revenue Forecast (FY)$5.27B
Bulls Say, Bears Say
Bulls Say
Deleveraging And Balance-sheet StrengthSwapping higher-cost preferred equity for lower-cost debt and executing debt paydowns funded by rising free cash flow could reduce leverage and enable a higher valuation multiple.
Net Inflows And AUM GrowthInvesco's robust net inflows into ETFs alongside expansion in China and India joint ventures are likely to grow assets under management and support revenue expansion.
Strategic PartnershipFormation of a private markets partnership with a seasoned asset manager and a seed-capital commitment should accelerate product growth in wealth channels and expand fee-generating private assets.
Bears Say
ETF Monetization UncertaintyUncertainty around the size and terms of Schwab's proposed ETF revenue share could reduce anticipated monetization from ETF assets and limit expected earnings contribution.
Fee-rate Pressure From Passive ShiftA sustained shift of client flows toward lower-fee passive and fixed-income products could compress the firm’s overall fee rate and negatively affect revenue mix.
Platform Migration RiskDelays or higher-than-expected costs tied to the Alpha Gen platform migration would raise implementation expenses and weaken the investment case.
Invesco News
IVZ FAQ
What was Invesco’s price range in the past 12 months?
Invesco lowest stock price was $11.60 and its highest was $29.61 in the past 12 months.
What is Invesco’s market cap?
Invesco’s market cap is $12.20B.
When is Invesco’s upcoming earnings report date?
Invesco’s upcoming earnings report date is Apr 28, 2026 which is in 82 days.
How were Invesco’s earnings last quarter?
Invesco released its earnings results on Jan 27, 2026. The company reported $0.62 earnings per share for the quarter, beating the consensus estimate of $0.582 by $0.038.
Is Invesco overvalued?
According to Wall Street analysts Invesco’s price is currently Undervalued.
Does Invesco pay dividends?
Invesco pays a Quarterly dividend of $0.21 which represents an annual dividend yield of 3.08%. See more information on Invesco dividends here
What is Invesco’s EPS estimate?
Invesco’s EPS estimate is 0.59.
How many shares outstanding does Invesco have?
Invesco has 445,092,900 shares outstanding.
What happened to Invesco’s price movement after its last earnings report?
Invesco reported an EPS of $0.62 in its last earnings report, beating expectations of $0.582. Following the earnings report the stock price went down -5.134%.
Which hedge fund is a major shareholder of Invesco?
Currently, no hedge funds are holding shares in IVZ
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Invesco Stock Smart Score
Outperform
1
2
3
4
5
6
7
8
9
10
Analyst Consensus
Moderate Buy
Average Price Target:
$30.45 (14.78% Upside)
$30.45 (14.78% Upside)
Blogger Sentiment
Bullish
IVZ Sentiment 100%
Sector Average 70%
Sector Average 70%
Hedge Fund Trend
Increased
By 690.6K Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Positive
Last 7 Days ▼ 5.9%
Last 30 Days ▲ 2.2%
Last 30 Days ▲ 2.2%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
51.06%
12-Months-Change
Fundamentals
Return on Equity
-2.10%
Trailing 12-Months
Asset Growth
0.32%
Trailing 12-Months
Company Description
Invesco
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
IVZ Company Deck
IVZ Earnings Call
Q4 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call excerpt is qualitatively positive: management highlights strategic milestones, client focus, business transformations, and positioning for accelerated profitable growth. However, the transcript provides no quantitative financial metrics, percentage changes, or explicit discussion of challenges or risks in the provided excerpt, limiting the ability to validate the positive statements with data.View all IVZ earnings summariesIVZ Stock 12 Month Forecast
Average Price Target
$30.45
▲(14.78% Upside)
Technical Analysis
Affiliated Managers
―
AllianceBernstein
―
Franklin Resources
―
SEI Investments Company
―
Janus Henderson Group
―
Ownership Overview
0.65% Insiders
19.86% Mutual Funds
― Other Institutional Investors
49.11% Public Companies and
Individual Investors