Invesco (IVZ) Stock Price, News & Analysis

Company Overview

Invesco Ltd., founded in 1935 and headquartered in Atlanta, Georgia, has grown from a regional investment boutique into a leading independent global asset manager. Its origins lie in the formation of a group of investment advisors that over time expanded through strategic acquisitions and organic growth. The company consolidated its various businesses under the Invesco brand in the early 2000s and today operates under a unified corporate structure that supports a wide range of investment strategies.

At the core of Invesco’s offering are actively managed and passive investment products across multiple asset classes, including equities, fixed income, multi-asset solutions, alternatives and real estate. The firm is also known for its Invesco QQQ exchange-traded funds, which track major technology indices, and a suite of mutual funds tailored for both retail and institutional clients. Additional capabilities include private markets, real estate equity, infrastructure and commodities strategies, as well as customized portfolio management for defined-contribution retirement plans.

Invesco serves a broad clientele that spans individual investors, financial intermediaries, pension funds, endowments and sovereign wealth funds. With operations in more than 25 countries, the firm maintains regional offices in key financial centers such as New York, London, Hong Kong and Sydney. Its global distribution network leverages local expertise to address diverse regulatory regimes, currency exposures and market dynamics, while digital platforms and research capabilities support seamless client engagement and portfolio oversight.

The company is led by President and Chief Executive Officer Martin L. Flanagan and a senior leadership team comprised of seasoned investment professionals. Invesco emphasizes corporate governance, risk management and environmental, social and governance (ESG) integration across its investment processes. Continuous investment in technology, data analytics and sustainable investing initiatives underpins its commitment to delivering long-term value for clients and stakeholders worldwide.

Key Stats

• Today's Range: $16.73 to $17.43
• 50-Day Range: $14.18 to $17.45
• 52-Week Range: $11.60 to $19.55
• Volume: 6.69 million shs
• Average Volume: 4.48 million shs
• Market Capitalization: $7.49 billion
• P/E Ratio: 13.40
• Dividend Yield: 5.02%
• Price Target: $17.52
• Consensus Rating: Hold

Invesco Stock Analysis - MarketRank™

Invesco scored higher than 94% of companies evaluated by MarketBeat, and ranked 91st out of 933 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: 2.0 / 5
• Analyst Rating: Hold

Consensus Rating

Invesco has received a consensus rating of Hold. The company's average rating score is 2.07, and is based on 1 buy rating, 14 hold ratings, and no sell ratings.

Amount of Analyst Coverage

Invesco has been the subject of 7 research reports in the past 90 days, demonstrating strong analyst interest in this stock.

Earnings and Valuation

• Score: 3.1 / 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 13.40, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 26.60.

Price to Earnings Ratio vs. Sector

The P/E ratio of Invesco is 13.40, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 18.98.

Price to Earnings Growth Ratio

Invesco has a PEG Ratio of 1.55. PEG Ratios above 1 indicate that a company could be overvalued.

Price to Book Value per Share Ratio

Invesco has a P/B Ratio of 0.67. 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

3.44% 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 2.8, 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 24.15%, indicating that investor sentiment is decreasing significantly.

Dividend

• Score: 4.2 / 5
• Dividend Strength: Strong

Dividend Leadership

Invesco is a leading dividend payer. It pays a dividend yield of 4.82%, 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 67.20%. This payout ratio is at a healthy, sustainable level, below 75%.

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

3.44% 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 2.8, 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 24.15%, indicating that investor sentiment is decreasing significantly.

News and Social Media

• Score: 2.7 / 5
• News Sentiment: 0.87

News Sentiment

Invesco has a news sentiment score of 0.87. 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 21 news articles for Invesco this week, compared to 11 articles on an average week.

Search Interest

15 people have searched for IVZ on MarketBeat in the last 30 days. This is an increase of 650% compared to the previous 30 days.

MarketBeat Follows

Only 1 people have added Invesco to their MarketBeat watchlist in the last 30 days. This is a decrease of -50% compared to the previous 30 days.

Company Ownership

• Score: 1.7 / 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

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 stock has decreased by 4.2% and is now trading at $16.7450.

How were Invesco's earnings last quarter?

Invesco Ltd. (NYSE:IVZ) issued its quarterly earnings data on Tuesday, April, 22nd. The asset manager reported $0.44 EPS for the quarter, beating the consensus estimate of $0.39 by $0.05. The asset manager had revenue of $1.11 billion for the quarter, compared to the consensus estimate of $1.11 billion. Invesco had a net margin of 13.14% and a trailing twelve-month return on equity of 8.94%.
Read the conference call transcript.

Does Invesco have any subsidiaries?

Invesco subsidiaries include these companies: Intelliflo.

Who are Invesco's major shareholders?

Top institutional shareholders of Invesco include Wealth Enhancement Advisory Services LLC (0.03%), Public Employees Retirement System of Ohio (0.03%), Czech National Bank (0.02%) and Sumitomo Mitsui DS Asset Management Company Ltd (0.02%). Insiders that own company stock include Trian Fund Management, LP and Invesco Realty, Inc.
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: 4/22/2025
• Record date for 6/3 Dividend: 5/14/2025
• Ex-Dividend for 6/3 Dividend: 5/14/2025
• Dividend Payable: 6/03/2025
• Today: 7/15/2025
• Next Earnings (Estimated): 7/22/2025
• 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: N/A

Price Target and Rating

• Average Price Target for Invesco: $17.52
• High Price Target: $22.00
• Low Price Target: $13.00
• Potential Upside/Downside: +4.6%
• Consensus Rating: Hold
• Rating Score (0-4): 2.07
• Research Coverage: 15 Analysts

Profitability

• EPS (Trailing Twelve Months): $1.25
• Trailing P/E Ratio: 13.40
• Forward P/E Ratio: 8.95
• P/E Growth: 1.55
• Net Income: $774.80 million
• Net Margins: 13.14%
• Pretax Margin: 17.44%
• Return on Equity: 8.94%
• Return on Assets: 3.65%

Debt

• Debt-to-Equity Ratio: 0.81
• Current Ratio: 1.37
• Quick Ratio: 1.37

Sales & Book Value

• Annual Sales: $6.07 billion
• Price / Sales: 1.24
• Cash Flow: $2.56 per share
• Price / Cash Flow: 6.54
• Book Value: $25.08 per share
• Price / Book: 0.67

Miscellaneous

• Outstanding Shares: 447,560,000
• Free Float: 442,141,000
• Market Cap: $7.49 billion
• Optionable: Optionable
• Beta: 1.48