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IVZ Stock Chart & Stats
$29.93
$0.03(0.10%)
At close: 4:00 PM EDT
$29.93
$0.03(0.10%)
Day’s Range― - ―
52-Week Range$20.48 - $32.80
Previous CloseN/A
Volume3.20M
Average Volume (3M)4.93M
Market Cap
$14.38B
Enterprise Value$15.51K
Total Cash (Recent Filing)$915.40M
Total Debt (Recent Filing)$1.62B
Price to Earnings (P/E)―
Beta1.32
Next Earnings
Oct 27, 2026EPS Estimate
0.74Next Dividend Ex-DateN/A
Dividend Yield2.62%
Share Statistics
EPS (TTM)-0.68
Shares Outstanding441,499,800
10 Day Avg. Volume4,722,453
30 Day Avg. Volume4,931,766
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 Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda<0.01
Forecast
1Y Price Target
$33.94Price Target Upside13.41% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering10
EPS Forecast (FY)2.8
Revenue Forecast (FY)$5.43B
Bulls Say, Bears Say
Bulls Say
Record Inflows And AUM GrowthSustained inflows across a $2.5T platform support recurring fee revenue and demonstrate client demand. Twelve consecutive quarters of net inflows and broad product participation improve retention and provide a durable base for future scale.
Operating Leverage And Margin ExpansionMargin expansion indicates that Invesco is converting scale into stronger profitability as revenue grows faster than costs. A more efficient operating model can support earnings resilience and continued investment across products and distribution.
Strong Cash Generation And DeleveragingRobust cash generation provides flexibility to fund technology, distributions, and debt reduction even amid reported losses. Recent deleveraging and lower revolver usage strengthen the balance sheet and reduce financial risk over the medium term.
Bears Say
Reported Losses And Weak ProfitabilityNegative earnings show that cost pressure or charges are still overwhelming the company’s revenue recovery. Until operating profit normalizes, cash conversion may remain volatile and management will have less flexibility to invest or sustain capital returns.
Net Revenue Yield CompressionMix shift toward lower-fee ETFs and index products can dilute revenue per dollar of AUM even when assets and flows grow. Persistent fee compression would limit operating leverage and make stronger AUM growth necessary to protect earnings.
Fundamental Equity OutflowsOutflows from a core active capability reduce fee-generating assets and can weaken distribution momentum with institutional clients. Reversing this trend depends on sustained investment performance and demand, creating an ongoing retention risk.
Invesco News
IVZ FAQ
What was Invesco Ltd.’s price range in the past 12 months?
Invesco Ltd. lowest stock price was $20.48 and its highest was $32.80 in the past 12 months.
What is Invesco Ltd.’s market cap?
Invesco Ltd.’s market cap is $14.38B.
When is Invesco Ltd.’s upcoming earnings report date?
Invesco Ltd.’s upcoming earnings report date is Oct 27, 2026 which is in 69 days.
How were Invesco Ltd.’s earnings last quarter?
Invesco Ltd. released its earnings results on Jul 28, 2026. The company reported $0.71 earnings per share for the quarter, beating the consensus estimate of $0.666 by $0.044.
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 2.62%. See more information on Invesco Ltd. dividends here
What is Invesco Ltd.’s EPS estimate?
Invesco Ltd.’s EPS estimate is 0.74.
How many shares outstanding does Invesco Ltd. have?
Invesco Ltd. has 441,499,800 shares outstanding.
What happened to Invesco Ltd.’s price movement after its last earnings report?
Invesco Ltd. reported an EPS of $0.71 in its last earnings report, beating expectations of $0.666. Following the earnings report the stock price went down -2.257%.
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
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$33.94 (13.41% Upside)
$33.94 (13.41% Upside)
Blogger Sentiment
Bullish
IVZ Sentiment 83%
Sector Average 54%
Sector Average 54%
Hedge Fund Trend
Decreased
By 5.1M Shares
Last Quarter.
Last Quarter.
Crowd Wisdom
Very Negative
Last 7 Days ▼ 2.4%
Last 30 Days >0.1%
Last 30 Days >0.1%
News Sentiment
Bullish
Bullish news 67%
Bearish news 33%
Bearish news 33%
Technicals
SMA
Positive
20 days / 200 days
Momentum
44.56%
12-Months-Change
Fundamentals
Return on Equity
2.62%
Trailing 12-Months
Asset Growth
-3.59%
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 Company Deck
IVZ Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented robust top-line momentum, record inflows and AUM, significant margin expansion, improved leverage and capital returns alongside broad product and regional traction (notably ETFs, QQQ, China JV, SMAs and private markets). Key challenges include ongoing net revenue yield compression from mix shift to lower-fee products, net outflows in fundamental equities driven by a few large redemptions, and near-term costs related to the hybrid platform. Overall, the positive operational and financial progress substantially outweighs the manageable headwinds.View all IVZ earnings summariesIVZ Stock 12 Month Forecast
Average Price Target
$33.94
▲(13.41% Upside)
Technical Analysis
Affiliated Managers
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AllianceBernstein
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Franklin Resources
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SEI Investments Company
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Ownership Overview
0.72% Insiders
22.39% Mutual Funds
― Other Institutional Investors
49.05% Public Companies and
Individual Investors