Invesco (IVZ) Stock Price, News & Analysis

Company Overview

Invesco Ltd. (NYSE: IVZ) is a global investment management company that provides investment products and services to individual investors, financial professionals, institutions and governments. The company manages assets across a range of strategies, including equities, fixed income, multi-asset portfolios, alternatives, money market funds and cash management.

Invesco offers mutual funds, exchange-traded funds, separately managed accounts, model portfolios and institutional investment solutions. Its exchange-traded fund platform includes the Invesco QQQ family, which is designed to provide exposure to the Nasdaq-100 Index, along with a broader range of passive and actively managed ETFs.

Founded in 1978, Invesco is headquartered in Atlanta, Georgia, and serves clients across North America, Europe, Asia-Pacific and other international markets. The company expanded its investment capabilities through acquisitions, including its 2019 acquisition of OppenheimerFunds. Invesco is led by President and Chief Executive Officer Andrew Schlossberg.

Key Stats

• Today's Range: $27.38 to $28.64
• 50-Day Range: $27.71 to $33.32
• 52-Week Range: $21.82 to $33.66
• Volume: 5.86 million shs
• Average Volume: 5.00 million shs
• Market Capitalization: $12.28 billion
• P/E Ratio: N/A
• Dividend Yield: 3.10%
• Price Target: $33.79
• Consensus Rating: Moderate Buy

Invesco Stock Analysis - MarketRank™

Invesco scored higher than 99% of companies evaluated by MarketBeat, and ranked 49th out of 859 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: 4.0 / 5
• Analyst Rating: Moderate Buy

Consensus Rating

Invesco has received a consensus rating of Moderate Buy. The company's average rating score is 2.50, and is based on 1 strong buy rating, 5 buy ratings, 8 hold ratings, and no sell ratings.

Upside Potential

Invesco has a consensus price target of $33.79, representing about 21.9% upside from its current price of $27.71.

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: 5.0 / 5
• Proj. Earnings Growth: 16.79%

Earnings Growth

Earnings for Invesco are expected to grow by 16.79% in the coming year, from $2.80 to $3.27 per share.

Price to Earnings Ratio vs. the Market

The P/E ratio of Invesco is 10.60, which means that it is trading at a less expensive P/E ratio than the market average P/E ratio of about 27.02.

Price to Earnings Ratio vs. Sector

The P/E ratio of Invesco is 10.60, which means that it is trading at a less expensive P/E ratio than the Finance sector average P/E ratio of about 20.98.

Price to Earnings Growth Ratio

Invesco has a PEG Ratio of 0.45. 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 0.90. 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

3.75% 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 3.8, 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 1.80%, indicating that investor sentiment is decreasing.

Dividend

• Score: 2.5 / 5
• Dividend Strength: Moderate

Dividend Yield

Invesco pays a meaningful dividend of 3.10%, 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 26.30% next year. This indicates that Invesco will be able to sustain or increase its dividend.

News and Social Media

• Score: 2.6 / 5
• News Sentiment: 0.23

News Sentiment

Invesco has a news sentiment score of 0.23. 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 0.66 average news sentiment score of Finance companies.

News Coverage This Week

MarketBeat has tracked 29 news articles for Invesco this week, compared to 6 articles on an average week.

Search Interest

Only 1 people have searched for IVZ on MarketBeat in the last 30 days. This is a decrease of -67% compared to the previous 30 days.

MarketBeat Follows

2 people have added Invesco to their MarketBeat watchlist in the last 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

• Record date for 9/2 Dividend: 8/14/2026
• Ex-Dividend for 9/2 Dividend: 8/14/2026
• Dividend Payable: 9/02/2026
• Last Earnings: 10/27/2026
• Today: 10/31/2026
• Record date for 12/2 Dividend: 11/13/2026
• Ex-Dividend for 12/2 Dividend: 11/13/2026
• Dividend Payable: 12/02/2026
• 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: $33.79
• High Price Target: $39.00
• Low Price Target: $29.50
• Potential Upside/Downside: +21.9%
• Consensus Rating: Moderate Buy
• Rating Score (0-4): 2.50
• Research Coverage: 14 Analysts

Profitability

• EPS (Trailing Twelve Months): ($0.69)
• Trailing P/E Ratio: N/A
• Forward P/E Ratio: 9.90
• P/E Growth: 0.45
• Net Income: -$281.70 million
• Net Margins: -1.10%
• Pretax Margin: -1.76%
• Return on Equity: 12.65%
• Return on Assets: 5.23%

Debt

• Debt-to-Equity Ratio: 0.36
• Current Ratio: 1.31
• Quick Ratio: 1.31

Sales & Book Value

• Annual Sales: $6.38 billion
• Price / Sales: 1.93
• Cash Flow: $7.53 per share
• Price / Cash Flow: 3.68
• Book Value: $30.74 per share
• Price / Book: 0.90

Miscellaneous

• Outstanding Shares: 443,300,000
• Free Float: 437,091,000
• Market Cap: $12.28 billion
• Optionable: Optionable
• Beta: 1.65