Invesco (IVZ) AI Stock Analysis

• Market Cap: $10.34B
• Dividend Yield: 3.46%
• Average Volume (3M): 5.55M
• Price to Earnings (P/E): 15.8
• Beta (1Y): 1.26
• Revenue Growth: 6.64%
• EPS Growth: N/A
• Country: US
• Employees: 8,495
• Sector: Financial
• Sector Strength: 70
• Industry: Asset Management
• EPS (TTM): 0.61
• Shares Outstanding: 445,092,900
• 10 Day Avg. Volume: 8,068,792
• 30 Day Avg. Volume: 5,547,794
• PEG Ratio: -0.04
• Price to Book (P/B): 0.55
• Price to Sales (P/S): 1.32
• P/FCF Ratio: 7.13
• Enterprise Value/Market Cap: 2.04
• Enterprise Value/Revenue: 2.76
• Enterprise Value/Gross Profit: 6.43
• Enterprise Value/Ebitda: 15.33
• 1Y Price Target: $26.86
• Price Target Upside: 14.84% Upside
• Rating Consensus: Moderate Buy
• Number of Analyst Covering: 11
• EPS Forecast (FY): 1.96
• Revenue Forecast (FY): $4.63B

• Rating: 74 Outperform
• Price Target: $26.00 ▲(11.16% Upside)

Invesco's strong financial performance and positive earnings call sentiment are the primary drivers of its stock score. The company's robust revenue growth, improved profitability, and record AUM highlight its operational strength. However, the relatively high P/E ratio and challenges in certain segments temper the overall score.

Positive Factors

Record AUM Growth

Achieving record AUM with significant inflows indicates strong client trust and market position, enhancing revenue potential through management fees.

ETF and Index Expansion

The growth in ETFs and index offerings reflects robust demand and strategic positioning in high-growth segments, supporting long-term revenue expansion.

Strong Cash Flow Management

Effective cash flow management enhances financial flexibility, allowing for strategic investments and shareholder returns, bolstering long-term stability.

Negative Factors

Fundamental Equities Outflows

Significant outflows in fundamental equities indicate challenges in maintaining client interest in this segment, potentially impacting future revenue streams.

Non-Cash Impairment Charge

The impairment charge reflects potential misalignment in strategic investments, impacting financial results and necessitating careful asset management.

Challenges in QQQ ETF Structure

Delays in restructuring the QQQ ETF could hinder strategic initiatives and limit competitive positioning in a key product offering.

Invesco Business Overview & Revenue Model

Company Description

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.

How the Company Makes Money

Invesco generates revenue primarily through management fees charged on the assets it manages for clients. These fees are typically calculated as a percentage of the assets under management (AUM), which can vary depending on the type of investment product and the services provided. Additionally, Invesco earns performance fees from certain investment strategies that exceed specified benchmarks. The company also generates revenue from advisory services and distribution fees associated with its mutual funds and ETFs. Significant partnerships with financial institutions and advisors enhance Invesco's distribution capabilities, contributing to its revenue growth. Moreover, market fluctuations and changes in investor sentiment can impact AUM and, consequently, the fees collected, making them critical factors in the company's earnings.

Invesco Financial Statement Overview

Summary

Invesco's financial statements indicate strong revenue growth and improved profitability. The balance sheet is stable with low leverage, and cash flows are robust, supporting future growth. However, historical volatility in margins and leverage ratios suggests the need for cautious financial management.

Income Statement

Invesco's income statement shows a strong recovery in revenue with a TTM growth rate of 52.6%, indicating robust business performance. The gross profit margin is stable at around 33%, and the net profit margin has improved to 13.3% in the TTM, reflecting enhanced profitability. However, historical volatility in EBIT and EBITDA margins suggests potential operational challenges.

Balance Sheet

The balance sheet reflects a solid equity position with a low debt-to-equity ratio of 0.14 in the TTM, indicating financial stability. Return on equity has improved slightly to 5.6%, but remains moderate. The equity ratio is healthy, suggesting a strong asset base. However, past fluctuations in leverage ratios highlight potential risks.

Cash Flow

Cash flow analysis reveals a significant improvement in free cash flow growth at 10% in the TTM, demonstrating strong cash generation capabilities. The operating cash flow to net income ratio is 0.46, indicating efficient cash conversion. The free cash flow to net income ratio is high at 0.98, showcasing effective cash management.

Breakdown	TTM	Dec 2024	Dec 2023	Dec 2022	Dec 2021	Dec 2020
Income Statement
Total Revenue	7.62B	6.07B	5.72B	6.05B	6.89B	6.15B
Gross Profit	3.27B	2.03B	2.01B	2.44B	2.83B	2.39B
EBITDA	1.37B	1.24B	1.13B	1.53B	2.80B	1.40B
Net Income	998.90M	774.80M	-96.90M	920.70M	1.63B	761.60M
Balance Sheet
Total Assets	28.44B	27.01B	28.93B	29.76B	32.69B	36.50B
Cash, Cash Equivalents and Short-Term Investments	973.10M	1.50B	1.93B	1.26B	1.93B	1.87B
Total Debt	0.00	7.55B	9.04B	8.56B	9.71B	9.12B
Total Liabilities	13.65B	11.34B	13.02B	12.91B	16.01B	21.48B
Stockholders Equity	14.01B	14.56B	14.60B	15.21B	15.50B	14.36B
Cash Flow
Free Cash Flow	1.39B	1.12B	1.14B	510.30M	969.30M	1.12B
Operating Cash Flow	1.39B	1.19B	1.30B	703.20M	1.08B	1.23B
Investing Cash Flow	-639.10M	68.40M	-244.30M	-375.60M	-847.90M	-859.60M
Financing Cash Flow	-898.10M	-1.66B	-585.40M	-966.90M	117.30M	-285.90M

Invesco Technical Analysis

• Technical Analysis Sentiment: Positive
• Last Price: 23.39
• 50DMA: Positive
• 100DMA: Positive
• 200DMA: Positive
• MACD: Positive
• RSI: Neutral
• STOCH: Neutral

Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IVZ, the sentiment is Positive. The current price of 23.39 is above the 20-day moving average (MA) of 23.27, above the 50-day MA of 22.86, and above the 200-day MA of 18.02, indicating a bullish trend. The MACD of 0.19 indicates Positive momentum. The RSI at 52.38 is Neutral, neither overbought nor oversold. The STOCH value of 66.83 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IVZ.

Invesco Peers Comparison

Name	Overall Rating	Market Cap	P/E Ratio	ROE	Dividend Yield	Revenue Growth	EPS Growth
AB	76 Outperform	$3.57B	12.92	19.77%	8.76%	―	-12.92%
SEIC	76 Outperform	$10.00B	15.01	29.38%	1.19%	9.33%	33.17%
IVZ	74 Outperform	$10.34B	15.78	7.29%	3.46%	6.64%	―
AMG	73 Outperform	$7.14B	15.35	15.95%	0.02%	1.03%	8.24%
JHG	73 Outperform	$6.69B	12.74	11.10%	3.67%	14.48%	34.97%
BEN	70 Neutral	$11.73B	43.32	2.16%	5.62%	4.72%	-67.85%
Sector *	68 Neutral	$18.00B	11.42	9.92%	3.81%	9.73%	1.22%

Invesco Corporate Events

Invesco Reports Strong Q3 2025 Financial Results with Increased AUM and Strategic Growth

Invesco Ltd. reported its financial results for the third quarter of 2025, highlighting a net long-term inflow of $28.9 billion, primarily driven by ETFs, index funds, and operations in China and India. The company’s assets under management (AUM) increased to $2.1 trillion, marking a 6.2% rise from the previous quarter. Despite a non-cash impairment charge affecting earnings per share, Invesco demonstrated financial resilience by repaying $260 million in bank loans and repurchasing 1.2 million common shares. The company’s operating and adjusted operating margins also improved, reflecting strong financial performance and strategic positioning in the market.

The most recent analyst rating on (IVZ) stock is a Buy with a $32.00 price target. To see the full list of analyst forecasts on Invesco stock, see the IVZ Stock Forecast page.

Invesco Ltd. Reports Strong Q3 2025 Performance

Invesco Ltd. is a global independent investment management firm that offers a wide range of active, passive, and alternative investment capabilities, managing $2.1 trillion in assets as of September 30, 2025. In its latest earnings report, Invesco announced a diluted EPS of $0.66 and an adjusted diluted EPS of $0.61 for the third quarter of 2025. The company reported net long-term inflows of $28.9 billion, primarily driven by ETFs, Index, and its operations in China and India, contributing to a 6.2% increase in ending assets under management (AUM) to $2.1 trillion. Operating revenues rose by 8.2% compared to the previous quarter, and the operating margin improved to 16.5%, with an adjusted operating margin of 34.2%. Invesco also repurchased 1.2 million common shares for $25 million and reduced its debt by $260 million during the quarter. Despite a non-cash impairment charge of $35.9 million related to the divestiture of intelliflo, the company maintained strong financial performance. Looking ahead, Invesco’s management remains focused on leveraging its global platform to drive growth and enhance shareholder value, while continuing to manage expenses and strengthen its balance sheet.

Invesco’s Earnings Call: Record AUM & Strategic Growth

Invesco Ltd. recently held its earnings call, revealing a strong financial performance marked by record assets under management (AUM) and significant inflows across various asset classes and regions. The sentiment during the call was largely positive, highlighting successes in expanding ETF offerings and private markets. However, challenges in fundamental equities and the slow restructuring of the QQQ ETF were noted as areas of concern.

Invesco Reports Increase in September Assets Under Management

Invesco Ltd. announced that its assets under management (AUM) reached $2,124.8 billion as of September 30, 2025, marking a 3.0% increase from the previous month. The growth was driven by net long-term inflows of $11.9 billion and favorable market returns, although partially offset by foreign exchange movements and money market net outflows. This increase in AUM reflects positively on Invesco’s market positioning and operational performance, indicating strong investor confidence and effective asset management strategies.

The most recent analyst rating on (IVZ) stock is a Hold with a $26.00 price target. To see the full list of analyst forecasts on Invesco stock, see the IVZ Stock Forecast page.

Invesco Reports Growth in Assets Under Management for August 2025

Invesco Ltd. announced its preliminary assets under management (AUM) for August 31, 2025, totaling $2,063.6 billion, marking a 1.9% increase from the previous month. The growth was driven by net long-term inflows of $11.1 billion and favorable market returns, which contributed an additional $27 billion to AUM. The company also experienced non-management fee earning net inflows of $1.9 billion, while money market net outflows were $7.4 billion. The announcement reflects Invesco’s strong market positioning and its ability to attract significant investments, despite challenges in the money market sector.

The most recent analyst rating on (IVZ) stock is a Hold with a $24.00 price target. To see the full list of analyst forecasts on Invesco stock, see the IVZ Stock Forecast page.

Invesco Reports Growth in Assets Under Management for July 2025

Invesco Ltd. announced its preliminary assets under management (AUM) for July 31, 2025, reporting a total of $2,024.5 billion, marking a 1.2% increase from the previous month. The growth was driven by net long-term inflows of $5.8 billion and favorable market returns, although foreign exchange movements negatively impacted AUM by $8.5 billion. This announcement reflects Invesco’s strong market positioning and operational growth, which is likely to reassure stakeholders about the firm’s financial health and strategic direction.

The most recent analyst rating on (IVZ) stock is a Hold with a $20.00 price target. To see the full list of analyst forecasts on Invesco stock, see the IVZ Stock Forecast page.