Invesco (IVZ) Stock Price, News & Analysis

Company Overview

Invesco Ltd. (NYSE: IVZ) is a global independent investment management firm that provides investment products and services to individuals, financial advisers, institutions and other clients. The company manages assets across public and private markets and serves clients through a range of investment strategies.

Its offerings include exchange-traded funds, mutual funds, separately managed accounts, institutional mandates and alternative investments. Invesco provides exposure to equities, fixed income, commodities, multi-asset strategies and other asset classes, with both actively managed and index-based investment solutions.

Headquartered in Atlanta, Georgia, Invesco serves clients across North America, Europe, Asia-Pacific and other international markets through offices and investment teams around the world. The company traces its origins to the establishment of its investment management operations in the 1930s and has expanded through organic growth and acquisitions. Andrew Schlossberg serves as Invesco’s president and chief executive officer.

Key Stats

• Today's Range: $29.75 to $30.67
• 50-Day Range: $28.12 to $33.32
• 52-Week Range: $20.67 to $33.66
• Volume: 2.29 million shs
• Average Volume: 5.30 million shs
• Market Capitalization: $13.42 billion
• P/E Ratio: N/A
• Dividend Yield: 2.84%
• Price Target: $32.04
• Consensus Rating: Hold

Invesco Stock Analysis - MarketRank™

Invesco scored higher than 79% of companies evaluated by MarketBeat, and ranked 375th out of 855 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: 2.7 / 5
• Analyst Rating: Hold

Consensus Rating

Invesco has received a consensus rating of Hold. The company's average rating score is 2.27, and is based on no strong buy ratings, 4 buy ratings, 11 hold ratings, and no sell ratings.

Upside/Downside

The consensus price target for Invesco is close to its current price, suggesting limited near-term upside or downside.

Amount of Analyst Coverage

Invesco has been the subject of 8 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 3.1 / 5
• Proj. Earnings Growth: 16.31%

Earnings Growth

Earnings for Invesco are expected to grow by 16.31% in the coming year, from $2.82 to $3.28 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Invesco is -43.80, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Ratio vs. Sector

The P/E ratio of Invesco is -43.80, which means that its earnings are negative and its P/E ratio cannot be compared to companies with positive earnings.

Price to Earnings Growth Ratio

Invesco has a PEG Ratio of 0.44. 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 1.26. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

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

Percentage of Shares Shorted

2.99% 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 3.83, 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 5.70%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Invesco pays a meaningful dividend of 2.83%, higher than the bottom 25% of all stocks that pay dividends.

Dividend Growth

Invesco has been increasing its dividend for 5 years.

Dividend Sustainability

Based on earnings estimates, Invesco will have a dividend payout ratio of 26.22% next year. This indicates that Invesco will be able to sustain or increase its dividend.

News and Social Media

• Score: 1.5 / 5
• News Sentiment: 0.41

News Sentiment

Invesco has a news sentiment score of 0.41. 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 is a lower news sentiment than the 0.72 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 4 news articles for Invesco this week, compared to 6 articles on an average week.

Search Interest

Only 3 people have searched for IVZ on MarketBeat in the last 30 days. This is a decrease of -57% compared to the previous 30 days.

Company Ownership

• Score: 1.5 / 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 $7,227,167.00 in company stock.

Percentage Held by Insiders

1.40% 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.

Company Calendar

• Last Earnings: 7/28/2026
• Record date for 9/2 Dividend: 8/14/2026
• Ex-Dividend for 9/2 Dividend: 8/14/2026
• Dividend Payable: 9/02/2026
• Today: 10/01/2026
• Next Earnings (Estimated): 10/27/2026
• Fiscal Year End: 12/31/2026

Industry, Sector and Symbol

• Stock Exchange: NYSE
• Sector: Finance
• Industry: Capital Markets
• 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: 7,500
• Year Founded: 1935

Price Target and Rating

• Average Price Target for Invesco: $32.04
• High Price Target: $39.00
• Low Price Target: $25.00
• Potential Upside/Downside: +5.8%
• Consensus Rating: Hold
• Rating Score (0-4): 2.27
• Research Coverage: 15 Analysts

Profitability

• EPS (Trailing Twelve Months): ($0.68)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: 10.74
• P/E Growth: 0.44
• Net Income: -$281.70 million
• Net Margins: -0.93%
• Pretax Margin: -3.52%
• Return on Equity: 12.83%
• Return on Assets: 5.03%

Debt

• Debt-to-Equity Ratio: 1.00
• Current Ratio: 1.31
• Quick Ratio: 1.31

Sales & Book Value

• Annual Sales: $6.38 billion
• Price / Sales: 2.10
• Cash Flow: $7.49 per share
• Price / Cash Flow: 4.04
• Book Value: $23.65 per share
• Price / Book: 1.28

Miscellaneous

• Outstanding Shares: 443,300,000
• Free Float: 437,091,000
• Market Cap: $13.42 billion
• Optionable: Optionable
• Beta: 1.63