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 Ares ManagementThe Carlyle GroupFranklin ResourcesApollo Global ManagementInvesco
SymbolNYSE:ARESNASDAQ:CGNYSE:BENNYSE:APONYSE:IVZ
Price Information
Current Price$53.66$44.98$34.10$58.22$28.38
52 Week RangeBuyBuyHoldBuyHold
MarketRank™
Overall Score1.71.61.82.22.0
Analysis Score1.31.30.92.41.1
Community Score2.92.21.42.62.9
Dividend Score0.82.54.21.72.5
Ownership Score1.70.00.82.51.7
Earnings & Valuation Score1.91.91.91.91.9
Analyst Ratings
Consensus RecommendationBuyBuyHoldBuyHold
Consensus Price Target$55.50$37.36$25.89$57.38$21.25
% Upside from Price Target3.43% upside-16.93% downside-24.09% downside-1.43% downside-25.12% downside
Trade Information
Market Cap$13.87 billion$15.95 billion$17.20 billion$13.51 billion$13.03 billion
Beta1.181.381.251.621.38
Average Volume915,2151,487,1343,493,6112,163,5244,553,450
Sales & Book Value
Annual Revenue$1.77 billion$2.11 billion$5.57 billion$2.93 billion$6.12 billion
Price / Sales7.867.563.094.612.13
Cashflow$2.41 per share$8.47 per share$3.96 per share$2.99 per share$4.57 per share
Price / Cash22.265.318.6219.446.21
Book Value$13.59 per share$25.20 per share$22.16 per share$11.14 per share$22.74 per share
Price / Book3.951.781.545.231.25
Profitability
Net Income$148.88 million$380.90 million$798.90 million$843.19 million$688.30 million
EPS$1.67$1.70$2.61$2.71$2.55
Trailing P/E Ratio99.37N/A21.31N/A26.52
Forward P/E Ratio25.0719.7310.7922.6512.18
P/E Growth1.05N/A1.385.261.43
Net Margins7.22%-5.38%14.15%N/A9.78%
Return on Equity (ROE)16.07%25.90%12.15%30.32%9.62%
Return on Assets (ROA)2.09%4.75%8.08%6.29%2.63%
Dividend
Annual Payout$1.88$1.00$1.12$2.40$0.62
Dividend Yield3.50%2.22%3.28%4.12%2.18%
Three-Year Dividend Growth41.59%-19.35%31.33%24.86%-32.61%
Payout Ratio112.57%58.82%42.91%88.56%24.31%
Years of Consecutive Dividend Growth1 Years1 Years40 Years1 Years1 Years
Debt
Debt-to-Equity Ratio0.39%2.98%0.40%0.87%0.84%
Current Ratio0.15%2.37%1.60%1.26%1.76%
Quick Ratio0.15%2.37%1.60%1.26%1.76%
Ownership Information
Institutional Ownership Percentage42.40%33.08%45.74%71.95%70.41%
Insider Ownership Percentage59.69%N/A23.10%9.30%1.89%
Miscellaneous
Employees1,4501,82511,4001,7298,512
Shares Outstanding258.45 million354.57 million504.32 million231.97 million459.07 million
Next Earnings Date8/4/2021 (Estimated)7/29/2021 (Estimated)7/27/2021 (Estimated)7/29/2021 (Estimated)7/27/2021 (Estimated)
OptionableOptionableOptionableOptionableOptionableOptionable
SourceHeadline
Invesco Advisers Announces Plans for Reorganization and Tender Offer for Invesco Dynamic Credit Opportunities Fund - Johnson City Press (subscription)Invesco Advisers Announces Plans for Reorganization and Tender Offer for Invesco Dynamic Credit Opportunities Fund - Johnson City Press (subscription)
johnsoncitypress.com - May 7 at 5:50 PM
Invesco Mortgage Capital Inc (IVR) Q1 2021 Earnings Call Transcript - Motley FoolInvesco Mortgage Capital Inc (IVR) Q1 2021 Earnings Call Transcript - Motley Fool
fool.com - May 7 at 7:49 AM
Invesco Ltd - Consensus Indicates Potential 5.6% Upside - DirectorsTalk InterviewsInvesco Ltd - Consensus Indicates Potential 5.6% Upside - DirectorsTalk Interviews
directorstalkinterviews.com - May 6 at 9:47 PM
Invesco Mortgage Capital (IVR) Q1 Earnings Beat Estimates - Yahoo FinanceInvesco Mortgage Capital (IVR) Q1 Earnings Beat Estimates - Yahoo Finance
finance.yahoo.com - May 6 at 9:47 PM
Fitch Affirms Invesco at A-; Outlook Stable - Fitch RatingsFitch Affirms Invesco at 'A-'; Outlook Stable - Fitch Ratings
fitchratings.com - May 6 at 4:46 PM
Is Invesco Equally-Weighted S&P 500 A (VADAX) a Strong Mutual Fund Pick Right Now? - Yahoo FinanceIs Invesco Equally-Weighted S&P 500 A (VADAX) a Strong Mutual Fund Pick Right Now? - Yahoo Finance
finance.yahoo.com - May 6 at 11:46 AM
Invesco Office J-REIT, Inc.: Notice Concerning the Request for Purchase to Counter Against the Tender Offer - Business WireInvesco Office J-REIT, Inc.: Notice Concerning the Request for Purchase to Counter Against the Tender Offer - Business Wire
businesswire.com - May 6 at 11:46 AM
Invesco Office J-REIT, Inc.: Notice Concerning the Request for Purchase to Counter Against the Tender Offer - Yahoo FinanceInvesco Office J-REIT, Inc.: Notice Concerning the Request for Purchase to Counter Against the Tender Offer - Yahoo Finance
finance.yahoo.com - May 6 at 4:12 AM
Invesco Mortgage Capital Inc. Reports First Quarter 2021 Financial Results - Yahoo FinanceInvesco Mortgage Capital Inc. Reports First Quarter 2021 Financial Results - Yahoo Finance
finance.yahoo.com - May 6 at 4:12 AM
Invesco Dynamic Credit Opportunities Fund, Invesco High Income Trust II, and Invesco Senior Income Trust Declare Dividends - Johnson City Press (subscription)Invesco Dynamic Credit Opportunities Fund, Invesco High Income Trust II, and Invesco Senior Income Trust Declare Dividends - Johnson City Press (subscription)
johnsoncitypress.com - May 5 at 11:12 PM
Invesco Mortgage Capital Inc. Reports First Quarter 2021 Financial Results - PRNewswireInvesco Mortgage Capital Inc. Reports First Quarter 2021 Financial Results - PRNewswire
prnewswire.com - May 5 at 6:12 PM
Is Invesco Equally-Weighted S&P 500 A (VADAX) a Strong Mutual Fund Pick Right Now? - NasdaqIs Invesco Equally-Weighted S&P 500 A (VADAX) a Strong Mutual Fund Pick Right Now? - Nasdaq
nasdaq.com - May 5 at 1:11 PM
3 Invesco ETFs that Real Estate Exposure to Your Portfolio - ETF Trends3 Invesco ETFs that Real Estate Exposure to Your Portfolio - ETF Trends
etftrends.com - May 5 at 1:11 PM
Income Investors Should Know That Invesco Ltd. (NYSE:IVZ) Goes Ex-Dividend Soon - Yahoo FinanceIncome Investors Should Know That Invesco Ltd. (NYSE:IVZ) Goes Ex-Dividend Soon - Yahoo Finance
finance.yahoo.com - May 5 at 1:11 PM
Is Invesco Equally-Weighted S&P 500 A (VADAX) a Strong Mutual Fund Pick Right Now?Is Invesco Equally-Weighted S&P 500 A (VADAX) a Strong Mutual Fund Pick Right Now?
finance.yahoo.com - May 5 at 1:11 PM
Invesco (NYSE:IVZ) Sets New 52-Week High Following Analyst UpgradeInvesco (NYSE:IVZ) Sets New 52-Week High Following Analyst Upgrade
americanbankingnews.com - May 5 at 11:10 AM
Invesco admits £16bn funds failing to meet target - Telegraph.co.ukInvesco admits £16bn funds failing to meet target - Telegraph.co.uk
telegraph.co.uk - May 5 at 7:49 AM
Income Investors Should Know That Invesco Ltd. (NYSE:IVZ) Goes Ex-Dividend SoonIncome Investors Should Know That Invesco Ltd. (NYSE:IVZ) Goes Ex-Dividend Soon
finance.yahoo.com - May 5 at 7:49 AM
Invesco PureBeta MSCI USA ETF Experiences Big Inflow - NasdaqInvesco PureBeta MSCI USA ETF Experiences Big Inflow - Nasdaq
nasdaq.com - May 4 at 12:55 PM
Invesco Solar Breaks Below 200-Day Moving Average - Notable for TAN - NasdaqInvesco Solar Breaks Below 200-Day Moving Average - Notable for TAN - Nasdaq
nasdaq.com - May 4 at 12:55 PM
Invesco China Technology Breaks Below 200-Day Moving Average - Notable for CQQQ - NasdaqInvesco China Technology Breaks Below 200-Day Moving Average - Notable for CQQQ - Nasdaq
nasdaq.com - May 4 at 12:55 PM
Former Invesco head of European small caps resurfaces at Swiss... - Portfolio AdviserFormer Invesco head of European small caps resurfaces at Swiss... - Portfolio Adviser
portfolio-adviser.com - May 4 at 12:55 PM
Invesco Defined Contribution Language Study Reveals Retirement Income Top of Mind for Millennials and Gen X, Investment Menu Options Continue to Lack Clarity - PRNewswireInvesco Defined Contribution Language Study Reveals Retirement Income Top of Mind for Millennials and Gen X, Investment Menu Options Continue to Lack Clarity - PRNewswire
prnewswire.com - May 4 at 12:55 PM
Invesco Defined Contribution Language Study Reveals Retirement Income Top of Mind for Millennials and Gen X, Investment Menu Options Continue to Lack ClarityInvesco Defined Contribution Language Study Reveals Retirement Income Top of Mind for Millennials and Gen X, Investment Menu Options Continue to Lack Clarity
finance.yahoo.com - May 4 at 12:55 PM
Invesco (NYSE:IVZ) PT Raised to $37.00Invesco (NYSE:IVZ) PT Raised to $37.00
americanbankingnews.com - May 4 at 10:04 AM
Invesco (NYSE:IVZ) Price Target Raised to $37.00 at Credit Suisse GroupInvesco (NYSE:IVZ) Price Target Raised to $37.00 at Credit Suisse Group
marketbeat.com - April 28 at 10:37 AM
Deutsche Bank Aktiengesellschaft Increases Invesco (NYSE:IVZ) Price Target to $31.00Deutsche Bank Aktiengesellschaft Increases Invesco (NYSE:IVZ) Price Target to $31.00
marketbeat.com - April 9 at 7:41 AM
3 Value Stocks Leading the Value Charge (IVZ)3 Value Stocks Leading the Value Charge (IVZ)
marketbeat.com - November 17 at 6:09 PM
DateCompanyBrokerageAction
4/12/2021Ares ManagementWells Fargo & CompanyBoost Price Target
4/12/2021Ares ManagementBarclaysBoost Price Target
3/29/2021Ares ManagementBMO Capital MarketsDowngrade
3/2/2021Ares ManagementCredit Suisse GroupReiterated Rating
1/5/2021Ares ManagementThe Goldman Sachs GroupDowngrade
10/27/2020Ares ManagementOppenheimerReiterated Rating
10/20/2020Ares ManagementMorgan StanleyBoost Price Target
7/10/2020Ares ManagementBank of AmericaBoost Price Target
5/7/2020Ares ManagementKeefe, Bruyette & WoodsBoost Price Target
5/4/2021The Carlyle GroupCitigroup Inc. 3% Minimum Coupon Principal Protected Based Upon RussellBoost Price Target
2/24/2021The Carlyle GroupDeutsche Bank AktiengesellschaftBoost Price Target
9/29/2020Franklin ResourcesJPMorgan Chase & Co.Initiated Coverage
10/26/2020Apollo Global ManagementEvercore ISIUpgrade
10/7/2020Apollo Global ManagementJefferies Financial GroupDowngrade
1/28/2021InvescoUBS GroupUpgrade
(Data available from 5/8/2018 forward. View 10+ years of historical ratings with our analyst ratings screener.)
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