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Invesco (IVZ)
NYSE:IVZ
IVZ Stock Chart & Stats
$28.30
-$0.16(-0.93%)
At close: 4:00 PM EST
$28.30
-$0.16(-0.93%)
Day’s Range― - ―
52-Week Range$11.60 - $29.05
Previous CloseN/A
Volume437.50K
Average Volume (3M)4.90M
Market Cap
$12.80B
Enterprise Value$9.40B
Total Cash (Recent Filing)$1.52B
Total Debt (Recent Filing)$1.62B
Price to Earnings (P/E)19.2
Beta1.19
Next Earnings
Jan 27, 2026EPS Estimate
0.58Next Dividend Ex-DateN/A
Dividend Yield3.08%
Share Statistics
EPS (TTM)0.61
Shares Outstanding445,092,900
10 Day Avg. Volume3,866,055
30 Day Avg. Volume4,897,974
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 Cap0.73
Enterprise Value/Revenue1.50
Enterprise Value/Gross Profit4.23
Enterprise Value/Ebitda6.19
Forecast
1Y Price Target
$28.88Price Target Upside2.05% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering11
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
Bulls Say, Bears Say
Bulls Say
Asset GrowthSustained net inflows into ETFs, the China joint venture and India should expand assets under management and drive fee revenue growth.
Capital StructureSwapping higher-cost preferred equity for lower-cost debt would lower interest expense and accelerate deleveraging, supporting a higher valuation multiple.
Earnings And MarginsImproving profit margins and recent core earnings beats point to upside in adjusted earnings per share and stronger profitability.
Bears Say
Distribution TermsSchwab's proposed revenue share on ETF assets may be smaller than anticipated, limiting the anticipated revenue boost from distribution partnerships.
Operational RiskDelays or higher-than-expected costs tied to the Alpha Gen platform migration could increase operating expenses and weaken the investment case.
Proxy And Governance RiskDifficulty in securing a quorum for the Qs proxy vote raises the risk that the reclassification and related expense reductions may not be approved, undermining expected savings.
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 $29.05 in the past 12 months.
What is Invesco’s market cap?
Invesco’s market cap is $12.80B.
When is Invesco’s upcoming earnings report date?
Invesco’s upcoming earnings report date is Jan 27, 2026 which is in 13 days.
How were Invesco’s earnings last quarter?
Invesco released its earnings results on Oct 28, 2025. The company reported $0.61 earnings per share for the quarter, beating the consensus estimate of $0.448 by $0.162.
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 0.58.
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 $0.61 in its last earnings report, beating expectations of $0.448. Following the earnings report the stock price went up 2.151%.
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:
$28.88 (2.05% Upside)
$28.88 (2.05% Upside)
Blogger Sentiment
Bullish
IVZ Sentiment 100%
Sector Average ―
Sector Average ―
Hedge Fund Trend
Increased
By 690.6K Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $3.8M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Very Positive
Last 7 Days ▲ 1.2%
Last 30 Days ▲ 7.9%
Last 30 Days ▲ 7.9%
News Sentiment
Neutral
Bullish news 50%
Bearish news 50%
Bearish news 50%
Technicals
SMA
Positive
20 days / 200 days
Momentum
79.97%
12-Months-Change
Fundamentals
Return on Equity
7.29%
Trailing 12-Months
Asset Growth
3.40%
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
Q3 2025
0:00 / 0:00
Earnings Call Sentiment|Positive
Invesco reported strong financial performance with record AUM and significant inflows across diverse asset classes and regions. The expansion of ETF offerings and progress in private markets were notable successes. However, challenges in fundamental equities and the slow progress in restructuring the QQQ ETF were significant concerns.View all IVZ earnings summariesIVZ Stock 12 Month Forecast
Average Price Target
$28.88
▲(2.05% Upside)
Technical Analysis
Affiliated Managers
―
AllianceBernstein
―
Franklin Resources
―
SEI Investments Company
―
Janus Henderson Group
―
Ownership Overview
0.65% Insiders
19.93% Mutual Funds
― Other Institutional Investors
48.73% Public Companies and
Individual Investors