Invesco (IVZ)
NYSE:IVZ
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Invesco
(NYSE:IVZ)
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Rating:66Neutral
Price Target:
$25.00
▲(7.76% Upside)
Action:DowngradedDate:01/29/26
The score is driven primarily by solid cash-flow durability and improved leverage, alongside a constructive technical trend. It is held back by inconsistent profitability (including a TTM net loss) and limited valuation clarity from a negative P/E, while the latest earnings-call excerpt is positive but lacks quantitative guidance; the share repurchase is a modest additional support.
Positive Factors
Strong free cash flow generation
Sustained, strong operating and free cash flow in the trailing twelve months provides durable internal funding for dividends, buybacks, reinvestment in product development and M&A, and portability through market cycles. This cash conversion reduces reliance on external financing and supports long-term capital allocation flexibility.
Negative Factors
Inconsistent profitability
Volatile bottom-line performance indicates earnings are sensitive to episodic items or margin pressure, which undermines predictability of distributable earnings. Inconsistent profits complicate planning for dividends, buybacks, and reinvestment and raise execution risk for sustained return-on-equity improvement.
Read all positive and negative factors
Positive Factors
Negative Factors
Strong free cash flow generation
Sustained, strong operating and free cash flow in the trailing twelve months provides durable internal funding for dividends, buybacks, reinvestment in product development and M&A, and portability through market cycles. This cash conversion reduces reliance on external financing and supports long-term capital allocation flexibility.
Read all positive factors
Invesco (IVZ) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$10.29B
Dividend Yield3.08%
Average Volume (3M)4.86M
Price to Earnings (P/E)―
Beta (1Y)1.26
Revenue Growth6.64%
EPS GrowthN/A
CountryUS
Employees8,495
SectorFinancial
Sector Strength70
IndustryAsset Management
Share Statistics
EPS (TTM)0.62
Shares Outstanding443,673,770
10 Day Avg. Volume4,680,177
30 Day Avg. Volume4,857,565
Financial Highlights & Ratios
PEG Ratio0.18
Price to Book (P/B)0.97
Price to Sales (P/S)1.86
P/FCF Ratio8.23
Enterprise Value/Market Cap1.80
Enterprise Value/Revenue2.90
Enterprise Value/Gross Profit6.71
Enterprise Value/Ebitda13.42
Forecast
1Y Price Target
$30.22Price Target Upside30.27% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering9
EPS Forecast (FY)2.67
Revenue Forecast (FY)$5.28B
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...
How the Company Makes Money
Invesco primarily makes money by charging fees for managing client assets and providing investment-related services. Its main revenue streams include: (1) Investment management fees: Recurring fees calculated as a percentage of assets under manage...
Invesco Key Performance Indicators (KPIs)
Any
AUM by Investment Approach
Breaks down assets under management by investment strategy, indicating where Invesco is focusing its expertise and attracting investor interest.
Breaks down assets under management by investment strategy, indicating where Invesco is focusing its expertise and attracting investor interest.
Data provided by:
The Fly
The FlyInvesco Earnings Call Summary
Earnings Call Date:Jan 27, 2026
(Q4-2025)
| % Change Since: |
Next Earnings Date:Apr 28, 2026
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.Positive Updates
Reported Strategic Milestones in 2025
Management stated that 2025 marked a year of significant milestones, highlighting progress across the organization including transformation efforts and value-unlocking initiatives. No specific numeric metrics or percentage changes were provided in the transcript.
Negative Updates
Absence of Quantitative Financial Metrics in Transcript
The provided transcript excerpt contains no financial metrics (revenue, net income, AUM, EPS) or percentage changes. The lack of quantitative detail in the excerpt limits assessment of underlying financial performance and trends.
Read all updates
Q4-2025 Updates
Positive
Negative
Reported Strategic Milestones in 2025
Management stated that 2025 marked a year of significant milestones, highlighting progress across the organization including transformation efforts and value-unlocking initiatives. No specific numeric metrics or percentage changes were provided in the transcript.
Read all positive updates
Company Guidance
The excerpt of the call does not include any explicit quantitative guidance (no revenue, EPS, AUM, growth rate, margin, expense-savings, capital-return or FY‑2026 targets); it only references forward-looking statements and non‑GAAP measures (see Slide 2 and the appendix for reconciliations) and highlights strategic priorities on Slide 3. Available metrics in the transcript are: Fiscal Year 2025, Fiscal Period 4, Transcript Date 2026-01-27, a one-hour call, and presenters Andrew Schlossberg (President & CEO) and Allison Dukes (CFO); the press release and presentation are posted on invesco.com.Invesco Financial Statement Overview
Summary
Income Statement
58
Neutral
Balance Sheet
64
Positive
Cash Flow
78
Positive
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 6.38B | 6.07B | 5.72B | 6.05B | 6.89B |
| Gross Profit | 2.75B | 2.03B | 2.01B | 2.44B | 2.83B |
| EBITDA | 1.38B | 1.24B | 1.13B | 1.53B | 2.80B |
| Net Income | -281.70M | 774.80M | -96.90M | 920.70M | 1.63B |
Balance Sheet | |||||
| Total Assets | 27.09B | 27.01B | 28.93B | 29.76B | 32.69B |
| Cash, Cash Equivalents and Short-Term Investments | 1.98B | 1.50B | 1.93B | 1.43B | 2.15B |
| Total Debt | 10.12B | 7.55B | 9.04B | 8.56B | 9.71B |
| Total Liabilities | 14.09B | 11.34B | 13.02B | 12.91B | 16.01B |
| Stockholders Equity | 12.23B | 14.56B | 14.60B | 15.21B | 15.50B |
Cash Flow | |||||
| Free Cash Flow | 1.44B | 1.12B | 1.14B | 510.30M | 969.30M |
| Operating Cash Flow | 1.53B | 1.19B | 1.30B | 703.20M | 1.08B |
| Investing Cash Flow | -974.40M | 68.40M | -244.30M | -375.60M | -847.90M |
| Financing Cash Flow | -149.50M | -1.66B | -585.40M | -966.90M | 117.30M |
Invesco Technical Analysis
Negative
23.20
Price Trends
25.81
Negative
25.57
Negative
22.89
Positive
Market Momentum
-0.59
Negative
38.71
Neutral
60.37
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For IVZ, the sentiment is Negative. The current price of 23.2 is below the 20-day moving average (MA) of 23.95, below the 50-day MA of 25.81, and above the 200-day MA of 22.89, indicating a neutral trend. The MACD of -0.59 indicates Negative momentum. The RSI at 38.71 is Neutral, neither overbought nor oversold. The STOCH value of 60.37 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for IVZ.
Invesco Risk Analysis
Invesco disclosed 43 risk factors in its most recent earnings report. Invesco reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
Invesco Peers Comparison
UnderperformOutperform
Sector (68)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
83 Outperform | $7.92B | 4.52 | 16.35% | 3.34% | 14.48% | 34.97% | |
78 Outperform | $3.29B | 12.97 | 18.76% | 8.93% | ― | -12.92% | |
73 Outperform | $9.26B | 14.01 | 30.29% | 1.18% | 9.33% | 33.17% | |
72 Outperform | $7.18B | 11.47 | 22.04% | 0.01% | 1.08% | 8.24% | |
69 Neutral | $11.85B | 12.10 | 5.06% | 5.33% | 2.31% | 5.71% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
66 Neutral | $10.29B | -42.08 | -2.06% | 3.08% | 6.64% | ― |
* Financial Sector Average
IVZ
Invesco
23.20
8.63
59.21%
AMG
Affiliated Managers
268.98
100.98
60.11%
AB
AllianceBernstein
35.66
0.42
1.20%
BEN
Franklin Resources
22.75
4.28
23.15%
SEIC
SEI Investments Company
75.72
-0.99
-1.29%
JHG
Janus Henderson Group
51.38
16.28
46.38%
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.