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: $27.50 to $28.60
• 50-Day Range: $22.77 to $28.40
• 52-Week Range: $14.10 to $29.61
• Volume: 4.44 million shs
• Average Volume: 5.98 million shs
• Market Capitalization: $12.28 billion
• P/E Ratio: N/A
• Dividend Yield: 3.03%
• Price Target: $27.29
• Consensus Rating: Hold

Invesco Stock Analysis - MarketRank™

Invesco scored higher than 77% of companies evaluated by MarketBeat, and ranked 395th out of 888 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: 2.1 / 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 9 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 2.5 / 5
• Proj. Earnings Growth: 14.40%

Earnings Growth

Earnings for Invesco are expected to grow by 14.40% in the coming year, from $2.57 to $2.94 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Invesco is -18.84, 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 -18.84, 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 0.65. 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 1.18. P/B Ratios below 3 indicates that a company is reasonably valued with respect to its assets and liabilities.

Short Interest

• Score: 5.0 / 5
• Short Interest Level: Healthy

Percentage of Shares Shorted

4.05% 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 2.49, which is generally considered an acceptable ratio of short interest to trading volume.

Change versus previous month

Short interest in Invesco has recently decreased by 13.05%, indicating that investor sentiment is improving significantly.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Invesco pays a meaningful dividend of 2.99%, 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 28.57% next year. This indicates that Invesco will be able to sustain or increase its dividend.

News and Social Media

• Score: 2.9 / 5
• News Sentiment: 0.65

News Sentiment

Invesco has a news sentiment score of 0.65. 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 9 news articles for Invesco this week, compared to 7 articles on an average week.

Search Interest

8 people have searched for IVZ on MarketBeat in the last 30 days. This is an increase of 100% compared to the previous 30 days.

Company Ownership

• Score: 0.8 / 5
• Insider Trading: N/A

Insider Buying vs. Insider Selling

In the past three months, Invesco insiders have not sold or bought any 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

• Record date for 3/3 Dividend: 2/13/2026
• Ex-Dividend for 3/3 Dividend: 2/13/2026
• Dividend Payable: 3/03/2026
• Last Earnings: 4/28/2026
• Today: 5/15/2026
• Record date for 6/2 Dividend: 5/15/2026
• Ex-Dividend for 6/2 Dividend: 5/15/2026
• AGM 2026: 5/21/2026
• Bernstein 42nd Annual Strategic Decisions Conference: 5/27/2026
• Dividend Payable: 6/02/2026
• Next Earnings (Estimated): 7/28/2026
• Fiscal Year End: 12/31/2026

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: 7,500
• Year Founded: 1935

Price Target and Rating

• Average Price Target for Invesco: $27.29
• High Price Target: $32.00
• Low Price Target: $18.00
• Potential Upside/Downside: -1.5%
• Consensus Rating: Hold
• Rating Score (0-4): 2.27
• Research Coverage: 15 Analysts

Profitability

• EPS (Trailing Twelve Months): ($1.47)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: 10.78
• P/E Growth: 0.65
• Net Income: -$281.70 million
• Net Margins: -6.11%
• Pretax Margin: -6.43%
• Return on Equity: 11.34%
• Return on Assets: 4.49%

Debt

• Debt-to-Equity Ratio: 1.01
• Current Ratio: 1.45
• Quick Ratio: 1.45

Sales & Book Value

• Annual Sales: $6.38 billion
• Price / Sales: 1.93
• Cash Flow: $7.42 per share
• Price / Cash Flow: 3.73
• Book Value: $23.52 per share
• Price / Book: 1.18

Miscellaneous

• Outstanding Shares: 443,300,000
• Free Float: 437,463,000
• Market Cap: $12.28 billion
• Optionable: Optionable
• Beta: 1.60