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IVZ Stock Chart & Stats
$24.81
-$0.16(-0.93%)
At close: 4:00 PM EST
$24.81
-$0.16(-0.93%)
Day’s Range― - ―
52-Week Range$16.49 - $29.82
Previous CloseN/A
Volume437.50K
Average Volume (3M)5.37M
Market Cap
$12.85B
Enterprise Value$22.50B
Total Cash (Recent Filing)$806.90M
Total Debt (Recent Filing)$10.54B
Price to Earnings (P/E)―
Beta1.34
Next Earnings
Jul 28, 2026EPS Estimate
0.66Next Dividend Ex-DateN/A
Dividend Yield3.08%
Share Statistics
EPS (TTM)-1.48
Shares Outstanding443,296,630
10 Day Avg. Volume3,971,141
30 Day Avg. Volume5,371,826
Financial Highlights & Ratios
PEG Ratio0.07
Price to Book (P/B)0.97
Price to Sales (P/S)1.86
P/FCF Ratio8.23
Enterprise Value/Market Cap1.75
Enterprise Value/Revenue3.41
Enterprise Value/Gross Profit6.73
Enterprise Value/Ebitda16.85
Forecast
1Y Price Target
$31.13Price Target Upside25.45% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)2.76
Revenue Forecast (FY)$5.38B
Bulls Say, Bears Say
Bulls Say
Capital Structure OptimizationSwapping higher-cost preferred equity for lower-cost debt combined with using rising free cash flow to reduce leverage would lower financing costs and could support a higher valuation multiple.
Fixed-income InflowsBroad strength in fixed income driven by institutional demand and growing separately managed account traction, notably in municipal bonds, supports sustained net inflows into core products and helps stabilize revenues.
Private Markets PartnershipFormation of a private-markets partnership with a seasoned asset manager and a seed capital commitment accelerates product rollout in wealth channels and can expand AUM through new distribution opportunities.
Bears Say
Analyst Target ReductionA reduced price target and identified limited upside by an analyst signal constrained total return potential, which could reduce investor enthusiasm for the stock.
Fee-rate Pressure From Product MixA shift of inflows toward lower-fee passive and fixed-income products is likely to compress the firm's overall fee rate and weaken revenue per dollar of AUM.
Platform Transition Execution RiskDelays in the platform transition or higher-than-expected costs tied to the Alpha Gen migration would raise operating expenses and undermine the investment case by damaging margins and execution credibility.
Invesco News
IVZ FAQ
What was Invesco Ltd.’s price range in the past 12 months?
Invesco Ltd. lowest stock price was $16.49 and its highest was $29.82 in the past 12 months.
What is Invesco Ltd.’s market cap?
Invesco Ltd.’s market cap is $12.85B.
When is Invesco Ltd.’s upcoming earnings report date?
Invesco Ltd.’s upcoming earnings report date is Jul 28, 2026 which is in 13 days.
How were Invesco Ltd.’s earnings last quarter?
Invesco Ltd. released its earnings results on Apr 28, 2026. The company reported $0.57 earnings per share for the quarter, missing the consensus estimate of $0.577 by -$0.007.
Is Invesco Ltd. overvalued?
According to Wall Street analysts Invesco Ltd.’s price is currently Undervalued.
Does Invesco Ltd. pay dividends?
Invesco Ltd. pays a Quarterly dividend of $0.215 which represents an annual dividend yield of 3.08%. See more information on Invesco Ltd. dividends here
What is Invesco Ltd.’s EPS estimate?
Invesco Ltd.’s EPS estimate is 0.66.
How many shares outstanding does Invesco Ltd. have?
Invesco Ltd. has 443,296,630 shares outstanding.
What happened to Invesco Ltd.’s price movement after its last earnings report?
Invesco Ltd. reported an EPS of $0.57 in its last earnings report, missing expectations of $0.577. Following the earnings report the stock price went up 1.491%.
Which hedge fund is a major shareholder of Invesco Ltd.?
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:
$31.13 (25.45% Upside)
$31.13 (25.45% Upside)
Blogger Sentiment
Bullish
IVZ Sentiment 70%
Sector Average 67%
Sector Average 67%
Hedge Fund Trend
Decreased
By 5.1M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Neutral
Last 7 Days ▼ 0.1%
Last 30 Days <0.1%
Last 30 Days <0.1%
News Sentiment
Very Bullish
Bullish news 100%
Bearish news 0%
Bearish news 0%
Technicals
SMA
Positive
20 days / 200 days
Momentum
68.64%
12-Months-Change
Fundamentals
Return on Equity
-1.86%
Trailing 12-Months
Asset Growth
-4.65%
Trailing 12-Months
Company Description
Invesco Ltd.
Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.
IVZ Stock 12 Month Forecast
Average Price Target
$31.13
▲(25.45% Upside)
Technical Analysis
Affiliated Managers
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AllianceBernstein
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Franklin Resources
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SEI Investments Company
―
―
Ownership Overview
0.72% Insiders
22.30% Mutual Funds
― Other Institutional Investors
47.09% Public Companies and
Individual Investors










