Invesco (IVZ) Stock Price, News & Analysis

Company Overview

Invesco Ltd. is an independent global investment management firm headquartered in Atlanta, Georgia, and publicly traded on the New York Stock Exchange (NYSE: IVZ). With origins dating back to 1935, the company is dedicated to offering a wide array of investment strategies and solutions to both individual and institutional clients worldwide.

The firm’s product suite encompasses actively managed equity and fixed income funds, passive index funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts, alongside specialized offerings such as private markets, real estate, and structured products. Invesco serves a broad client base that includes financial intermediaries, retirement plans, sovereign entities, corporations and individual investors, tailoring its investment vehicles to diverse risk profiles and objectives.

Operating through a network of offices across North America, Europe, Asia Pacific, Latin America and the Middle East, Invesco leverages local market expertise and global research capabilities. Its geographically diversified presence enables the firm to provide on-the-ground insights and cross-border investment perspectives, supporting clients in both developed and emerging markets.

Leadership at Invesco is anchored by President and Chief Executive Officer Martin L. Flanagan, who joined the firm in 1998 and assumed the CEO role in May 2015. Under Flanagan’s tenure, the company has emphasized innovation in product development, expansion of its global distribution platform and enhancement of client service through technology and dedicated research teams.

Key Stats

• Today's Range: $22.70 to $23.71
• 50-Day Range: $20.44 to $24.12
• 52-Week Range: $11.60 to $24.54
• Volume: 1.73 million shs
• Average Volume: 5.34 million shs
• Market Capitalization: $10.14 billion
• P/E Ratio: 24.49
• Dividend Yield: 3.69%
• Price Target: $21.72
• Consensus Rating: Hold

Invesco Stock Analysis - MarketRank™

Invesco scored higher than 96% of companies evaluated by MarketBeat, and ranked 104th out of 945 stocks in the finance sector. Scores are calculated by averaging available category scores, with extra weight given to analysis and valuation.

Analyst's Opinion

• Score: 2.2 / 5
• Analyst Rating: Hold

Consensus Rating

Invesco has received a consensus rating of Hold. The company's average rating score is 2.33, and is based on 4 buy ratings, 13 hold ratings, and no sell ratings.

Downside Risk

Invesco has a consensus price target of $21.72, representing about 6.6% downside from its current price of $23.25.

Amount of Analyst Coverage

Invesco has been the subject of 10 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 4.4 / 5
• Proj. Earnings Growth: 10.70%

Earnings Growth

Earnings for Invesco are expected to grow by 10.70% in the coming year, from $1.87 to $2.07 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Invesco is 24.97, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 233.14.

Price to Earnings Ratio vs. Sector

The P/E ratio of Invesco is 24.97, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 29.90.

Price to Earnings Growth Ratio

Invesco has a PEG Ratio of 0.84. PEG Ratios below 1 indicate that a company could be undervalued.

Price to Book Value per Share Ratio

Invesco has a P/B Ratio of 0.93. P/B Ratios below 1 indicate that a company could be undervalued with respect to its assets and liabilities.

Short Interest

• Score: 3.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

3.05% of the float of Invesco has been sold short.

Short Interest Ratio / Days to Cover

Invesco has a short interest ratio ("days to cover") of 2.4, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Invesco has recently increased by 3.69%, indicating that investor sentiment is decreasing.

Dividend

• Score: 3.3 / 5
• Dividend Strength: Strong

Dividend Leadership

Invesco is a leading dividend payer. It pays a dividend yield of 3.61%, putting its dividend yield in the top 25% of dividend-paying stocks.

Dividend Growth

Invesco has been increasing its dividend for 5 years.

Dividend Coverage

The dividend payout ratio of Invesco is 90.32%. Payout ratios above 75% are not desirable because they may not be sustainable.

Dividend Sustainability

Based on earnings estimates, Invesco will have a dividend payout ratio of 40.58% next year. This indicates that Invesco will be able to sustain or increase its dividend.

Sustainability and ESG

• Score: 3.1 / 5
• Environmental Score: -0.73

Percentage of Shares Shorted

3.05% of the float of Invesco has been sold short.

Short Interest Ratio / Days to Cover

Invesco has a short interest ratio ("days to cover") of 2.4, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Invesco has recently increased by 3.69%, indicating that investor sentiment is decreasing.

News and Social Media

• Score: 2.6 / 5
• News Sentiment: 0.71

News Sentiment

Invesco has a news sentiment score of 0.71. This score is calculated as an average of sentiment of articles about the company over the last seven days and ranges from 2 (good news) to -2 (bad news). This news sentiment score is similar to the average news sentiment of Finance companies.

News Coverage This Week

MarketBeat has tracked 12 news articles for Invesco this week, compared to 13 articles on an average week.

Search Interest

11 people have searched for IVZ on MarketBeat in the last 30 days. This is an increase of 267% compared to the previous 30 days.

MarketBeat Follows

2 people have added Invesco to their MarketBeat watchlist in the last 30 days. This is an increase of 100% compared to the previous 30 days.

Company Ownership

• Score: 2.5 / 5
• Insider Trading: Selling Shares

Insider Buying vs. Insider Selling

In the past three months, Invesco insiders have sold more of their company's stock than they have bought. Specifically, they have bought $0.00 in company stock and sold $2,282,607.00 in company stock.

Percentage Held by Insiders

Only 1.21% of the stock of Invesco is held by insiders.

Percentage Held by Institutions

66.09% of the stock of Invesco is held by institutions. High institutional ownership can be a signal of strong market trust in this company.

IVZ Stock Analysis - Frequently Asked Questions

How have IVZ shares performed this year?

Invesco's stock was trading at $17.48 on January 1st, 2025. Since then, IVZ shares have increased by 33.0% and is now trading at $23.2450.

How were Invesco's earnings last quarter?

Invesco Ltd. (NYSE:IVZ) released its quarterly earnings data on Tuesday, July, 22nd. The asset manager reported $0.36 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.41 by $0.05. The business's revenue for the quarter was up 2.2% on a year-over-year basis.
Read the conference call transcript.

Does Invesco have any subsidiaries?

Invesco subsidiaries include these companies: Intelliflo.

Who are Invesco's major shareholders?

Invesco's top institutional investors include CWM LLC (0.04%), Cacti Asset Management LLC (0.04%), Vontobel Holding Ltd. (0.04%) and Czech National Bank (0.03%). Insiders that own company stock include Trian Fund Management, LP, Invesco Realty, Inc and Stephanie Butcher.
View institutional ownership trends.

How do I buy shares of Invesco?

Shares of IVZ stock can be purchased through any online brokerage account. Popular online brokerages with access to the U.S. stock market include Charles Schwab, E*TRADE, Fidelity, and Vanguard Brokerage Services.

What other stocks do shareholders of Invesco own?

Based on aggregate information from My MarketBeat watchlists, some other companies that Invesco investors own include NVIDIA (NVDA), Meta Platforms (META), Advanced Micro Devices (AMD), Intel (INTC), Exxon Mobil (XOM), Tesla (TSLA) and Netflix (NFLX).

Company Calendar

• Last Earnings: 7/22/2025
• Record date for 9/2 Dividend: 8/14/2025
• Ex-Dividend for 9/2 Dividend: 8/14/2025
• Dividend Payable: 9/02/2025
• Today: 10/16/2025
• Next Earnings (Estimated): 10/28/2025
• Fiscal Year End: 12/31/2025

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: FIN - INVEST MGMT
• Sub-Industry: Asset Management & Custody Banks
• Current Symbol: NYSE:IVZ
• CIK: 914208
• Web: www.invesco.com
• Phone: (404) 892-0896
• Fax: 404-439-4911
• Employees: 8,500
• Year Founded: 1935

Price Target and Rating

• Average Price Target for Invesco: $21.72
• High Price Target: $28.00
• Low Price Target: $16.00
• Potential Upside/Downside: -5.5%
• Consensus Rating: Hold
• Rating Score (0-4): 2.33
• Research Coverage: 18 Analysts

Profitability

• EPS (Trailing Twelve Months): $0.93
• Trailing P/E Ratio: 24.70
• Forward P/E Ratio: 12.29
• P/E Growth: 0.84
• Net Income: $774.80 million
• Net Margins: 10.68%
• Pretax Margin: 17.58%
• Return on Equity: 8.60%
• Return on Assets: 3.49%

Debt

• Debt-to-Equity Ratio: 0.88
• Current Ratio: 1.30
• Quick Ratio: 1.30

Sales & Book Value

• Annual Sales: $6.15 billion
• Price / Sales: 1.67
• Cash Flow: $2.61 per share
• Price / Cash Flow: 8.80
• Book Value: $25.08 per share
• Price / Book: 0.92

Miscellaneous

• Outstanding Shares: 445,964,000
• Free Float: 440,568,000
• Market Cap: $10.25 billion
• Optionable: Optionable
• Beta: 1.66