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IVZ Overview

-
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
27.910
Open
27.860
VWAP
27.48
Vol
4.01M
Mkt Cap
12.15B
Low
27.140
Amount
110.20M
EV/EBITDA(TTM)
--
Total Shares
443.30M
EV
24.19B
EV/OCF(TTM)
13.27
P/S(TTM)
2.89
Invesco Ltd. is an independent investment management firm. It serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.
Show More

Events Timeline

(ET)
2026-05-11
16:30:00
Invesco Reports $2.34T in Assets Under Management
select

News

NASDAQ.COM
5.0
07-07NASDAQ.COM
Invesco CFO Sells Shares to Meet Tax Obligations
  • Share Disposal Details: Invesco's CFO Laura Allison Dukes sold 52,003 shares on July 2 for approximately $1.4 million, representing a 15% reduction in her direct equity holdings, primarily to satisfy tax obligations triggered by equity award vesting.
  • Market Reaction Insight: Although Dukes sold a significant portion of her shares, analysts suggest this should not be interpreted negatively, as other executives, including CEO Andrew Schlossberg, also sold shares for similar tax-related reasons.
  • Asset Management Overview: With a market capitalization of $12.2 billion and over 7,400 employees, Invesco reported a 0.5% decline in assets under management (AUM) to $2.2 billion in Q1, yet still achieved positive inflows of $33.3 billion, indicating strong liquidity.
  • Stock Performance Highlights: As of July 7, Invesco's stock has returned 72.2% over the past year, significantly outperforming the S&P 500's 21.5%, showcasing its robust performance among large-cap stocks, with investors advised to watch for upcoming quarterly results.
Fool
5.0
07-07Fool
Invesco CFO Sells 52,003 Shares to Cover Tax Liabilities
  • Insider Stock Sale: Invesco's CFO Laura Allison Dukes sold 52,003 shares on July 2 for $1.4 million, with a weighted average sale price of $27.01, leaving her with approximately 290,258 shares valued at $7.8 million post-transaction.
  • Transaction Motivation: The sale was entirely non-discretionary, aimed at covering tax liabilities from a vesting event, indicating that this transaction does not reflect a change in the insider's investment outlook for the company.
  • Company Financial Overview: Invesco boasts a market capitalization of $12.2 billion and $6.8 billion in trailing twelve-month revenue, despite a net loss of $223 million, showcasing a diversified asset management platform that generates stable revenue.
  • Market Performance and Outlook: While insider sales may raise concerns, Invesco's stock has significantly outperformed the market with a 72.2% return over the past year, compared to the S&P 500's 21.5%, and the company is set to report quarterly results at the end of the month, with key indicators including assets under management and asset flows.
CNBC
6.5
07-07CNBC
BlackRock: U.S. Stocks to Dominate AI Race
  • Investment Preference: BlackRock Investment Institute maintains a neutral stance on Chinese stocks while staying overweight on U.S. equities, indicating a belief that U.S. companies will dominate the AI race, reflecting confidence in the U.S. market.
  • Market Performance Comparison: While the Nasdaq Composite has gained over 12% this year, China's ChiNext index has surged more than 20%, indicating strong short-term performance of Chinese tech stocks; however, the overall MSCI China index has fallen over 10%, reflecting market uncertainty.
  • Policy Support and Challenges: Beijing has rolled out policies to support domestic AI development amid U.S. restrictions on high-end technology, yet the unclear profitability of companies in the context of slower economic growth and fierce competition highlights market complexities.
  • Investment Opportunities: BlackRock analysts see potential in physical AI, emphasizing the integration of AI technology into hardware, while recommending stocks exposed to scarce industry inputs, showcasing a focus on infrastructure investments.
Yahoo Finance
8.5
07-06Yahoo Finance
SpaceX Joins Nasdaq 100; SK Hynix Launches $28B US Listing
  • SpaceX Joins Nasdaq 100: SpaceX is set to officially join the Nasdaq 100, and despite its market cap of approximately $2.1 trillion, its initial weighting will be under 1%, providing investors indirect exposure to Elon Musk's rocket manufacturer, which may attract more capital inflow.
  • Investor Focus on QQQ Fund: Funds tracking the Nasdaq 100, including Invesco's QQQ, are expected to purchase SpaceX shares at Monday's closing price, which will further boost its market performance and potentially influence related investment strategies.
  • SK Hynix US Listing: South Korean chipmaker SK Hynix is launching a nearly $28 billion listing on Nasdaq, which will be one of the largest ever by a Korean company, showcasing its strong position in the global semiconductor market.
  • Chip Production Expansion Plans: Proceeds from SK Hynix's listing will be used to expand chip production and build new fabrication facilities to meet the growing demand for AI infrastructure, reflecting a positive outlook on future technological developments.
Yahoo Finance
8.5
07-04Yahoo Finance
Comparison of VanEck and Invesco Pharmaceutical ETFs
  • Cost Structure Advantage: The VanEck Pharmaceutical ETF features an expense ratio of 0.36%, saving investors 0.21 percentage points compared to Invesco's 0.57%, which enhances overall return potential for long-term holders.
  • Yield and Returns: The VanEck ETF achieved a 27.10% return over the past year, although lower than Invesco's 49.90%, its 2.00% dividend yield provides higher cash flow for income-oriented investors, increasing its attractiveness.
  • Holding Distribution Differences: The VanEck ETF focuses on 26 holdings with a top position in Eli Lilly (20.24%), while the Invesco ETF spans 29 holdings with Eli Lilly at 5.22%, indicating a concentration difference that may affect risk and return expectations for investors.
  • Market Positioning Analysis: The VanEck ETF offers global investment opportunities with 62% of its holdings in the U.S., accommodating international market fluctuations, while the Invesco ETF is entirely U.S.-focused, appealing to investors looking to concentrate on the U.S. market, reflecting different investment strategies and risk tolerances.
Yahoo Finance
7.5
07-03Yahoo Finance
Semiconductor Market Dynamics and Outlook Analysis
  • Micron's Strong Performance: Micron Technology (MU) reported fiscal Q3 revenue of $41.46 billion, up 345.7% YoY, with a gross margin of 84.6%, and Q4 guidance suggests margins near 86%, indicating robust market demand and profitability; however, the CEO noted that they can only meet 50% to two-thirds of customer demand in the medium term, hinting at potential easing of supply constraints ahead.
  • TSMC's Growth Outlook: Taiwan Semiconductor Manufacturing (TSM) has seen its stock rise 43.59% YTD, with the CEO forecasting over 30% revenue growth for full-year 2026, and May monthly revenue reaching NT$416.98 billion (+30.1% YoY), showcasing strong performance in the semiconductor sector, although market expectations for margin expansion remain cautious.
  • NVIDIA Facing Challenges: NVIDIA (NVDA) posted Q1 revenue of $81.62 billion, an 85.2% YoY increase, yet its stock has only risen 4.59% YTD and has dropped 12.46% over the past month, reflecting weakened investor confidence and concerns over multiple compression affecting future performance.
  • AMD's Partnership Boost: AMD (AMD) shares surged 141.79% to $517.82, driven by a partnership with Meta to deploy up to 6 GW of Instinct GPUs, but a forward P/E of 59 indicates little room for execution missteps, and insider trading trends lean towards net selling, suggesting market uncertainty about future prospects.
Wall Street analysts forecast IVZ stock price to rise
11 Analyst Rating
Wall Street analysts forecast IVZ stock price to rise
4 Buy
7 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
25.00
Averages
28.68
High
33.50
Current: 0.000
sliders
Low
25.00
Averages
28.68
High
33.50
Morgan Stanley
Equal Weight
maintain
$28 -> $29
AI Analysis
2026-06-26
Reason
Morgan Stanley
Price Target
$28 -> $29
AI Analysis
2026-06-26
maintain
Equal Weight
Reason
Morgan Stanley raised the firm's price target on Invesco to $29 from $28 and keeps an Equal Weight rating on the shares. The firm is raising Q2 EPS estimates by 7.5% on average and would be buyers of traditional asset mangers into Q2 results as it expects broad-based earnings beats fueled by a supportive market backdrop and improving flows.
TD Cowen
maintain
2026-06-03
Reason
TD Cowen
Price Target
2026-06-03
maintain
Reason
TD Cowen notes that on June 2, news emerged that Cliffwater's flagship non-traded business development company received 17% tender requests during the May 2-29 window, above the 14% seen in February. While not entirely unexpected, the update could push an alternatives-sector recovery beyond Labor Day, with follow-through dependent on additional redemption data from key peers, the firm says. TD Cowen describes Cliffwater's update as somewhat inconclusive given its early reporting, and believes investors will need to see several more weeks of peer disclosures. The firm also maintains that Alts may remain challenged until Labor Day due to reporting cycles, and if upcoming updates fail to show improvement, the group could remain under pressure through year-end. Finally, the firm says the latest developments --alongside emerging issues across wealth managers and exchanges -- reinforce the view that it may simply be "easier" to own traditional asset managers. Invesco (IVZ), Affiliated Managers (AMG), and Franklin Resources (BEN) remain TD Cowen's top picks.
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Valuation Metrics

The current forward P/E ratio for Invesco Ltd (IVZ.N) is 10.25, compared to its 5-year average forward P/E of 9.87. For a more detailed relative valuation and DCF analysis to assess Invesco Ltd's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
9.87
Current PE
10.25
Overvalued PE
11.32
Undervalued PE
8.42

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
5.68
Current EV/EBITDA
19.34
Overvalued EV/EBITDA
18.22
Undervalued EV/EBITDA
-6.86

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.82
Current PS
2.16
Overvalued PS
2.08
Undervalued PS
1.55

Financials

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Whales Holding IVZ

M
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3M Return
M
Massachusetts Mutual Life Insurance Company
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+16.36%
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C
Caption Management, LLC
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B
Basswood Capital Management, L.L.C.
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Frequently Asked Questions

What is Invesco Ltd (IVZ) stock price today?

The current price of IVZ is 27.4 USD — it has decreased -1.55

What is Invesco Ltd (IVZ)'s business?

Invesco Ltd. is an independent investment management firm. It serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.

What is the price predicton of IVZ Stock?

Wall Street analysts forecast IVZ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IVZ is28.68 USD with a low forecast of 25.00 USD and a high forecast of 33.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Invesco Ltd (IVZ)'s revenue for the last quarter?

Invesco Ltd revenue for the last quarter amounts to 1.14B USD, increased 12.05

What is Invesco Ltd (IVZ)'s earnings per share (EPS) for the last quarter?

Invesco Ltd. EPS for the last quarter amounts to 0.51 USD, increased 34.21

How many employees does Invesco Ltd (IVZ). have?

Invesco Ltd (IVZ) has 7499 emplpoyees as of July 08 2026.

What is Invesco Ltd (IVZ) market cap?

Today IVZ has the market capitalization of 12.15B USD.