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Invesco Ltd

IVZ
24.100USD
-0.260-1.07%
Close 03/26, 16:00ETQuotes delayed by 15 min
10.80BMarket Cap
LossP/E TTM

Invesco Ltd

24.100
-0.260-1.07%
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison

TradingKey Stock Score of Invesco Ltd

Currency: USD Updated: 2026-03-25

Key Insights

Invesco Ltd's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is significant.Its valuation is considered fairly valued, ranking 33 out of 117 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 30.94.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Invesco Ltd's Score

Industry at a Glance

Industry Ranking
33 / 117
Overall Ranking
134 / 4547
Industry
Investment Banking & Investment Services

Support & Resistance

Relevant data have not been disclosed by the company yet.

Score Analysis

Current score
Previous score

Media Coverage

Last 24 hours
Coverage Level

Very Low
Very High
Neutral

Invesco Ltd Highlights

StrengthsRisks
Invesco Ltd. is an independent investment management firm. It serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 4.25B.
Turnaround to Loss
The company's performance has turned to a loss, with the latest annual loss of USD .
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 69.57%.
Overvalued
The company’s latest PB is 1.11, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 424.44M shares, decreasing 6.08% quarter-over-quarter.
Held by Joel Greenblatt
Star Investor Joel Greenblatt holds 12.83K shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of -0.07.

Analyst Rating

Based on 13 analysts
Buy
Current Rating
30.944
Target Price
+30.18%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Financial Health

Currency: USD Updated: 2026-03-25

The current financial score of Invesco Ltd is 7.08, ranking 61 out of 117 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is average. Its latest quarterly revenue reached 1.13B, representing a year-over-year increase of 6.24%, while its net profit experienced a year-over-year increase of 666.75%.

Score

Industry at a Glance

Previous score
7.08
Change
0

Financials

9.56

Key Metrics

Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.

Quality of Earnings

5.33

Operational Efficiency

6.99

Growth Potential

4.91

Shareholder Returns

8.60

Invesco Ltd's Company Valuation

Currency: USD Updated: 2026-03-25

The current valuation score of Invesco Ltd is 6.32, ranking 83 out of 117 in the Investment Banking & Investment Services industry. Its current P/E ratio is -15.18, which is -271.24% below the recent high of 25.99 and -63.58% above the recent low of -24.83.

Score

Industry at a Glance

Previous score
6.32
Change
0

Valuation Dimensions

P/E
P/B
P/S
P/CF
Industry Ranking 33/117
Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-03-25

The current earnings forecast score of Invesco Ltd is 7.08, ranking 56 out of 117 in the Investment Banking & Investment Services industry. The average price target is 26.00, with a high of 33.50 and a low of 21.00.

Score

Industry at a Glance

Previous score
7.08
Change
0

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 13 analysts
Buy
Current Rating
30.944
Target Price
+29.04%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

74
Total
7
Median
7
Average
Company name
Ratings
Analysts
Invesco Ltd
IVZ
13
Blackstone Inc
BX
25
KKR & Co Inc
KKR
22
BlackRock Inc
BLK
20
Bank of New York Mellon Corp
BK
18
State Street Corp
STT
18
1
2
3
...
15

Financial Forecasting

EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2026-03-25

The current price momentum score of Invesco Ltd is 7.27, ranking 32 out of 117 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 26.95 and the support level at 22.09, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
7.12
Change
0.15

Support & Resistance

Relevant data have not been disclosed by the company yet.

Indicators

The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators
Sell(1)
Neutral(4)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
0.327
Neutral
RSI(14)
45.353
Neutral
STOCH(KDJ)(9,3,3)
74.121
Neutral
ATR(14)
0.855
Low Volatility
CCI(14)
90.759
Neutral
Williams %R
22.831
Buy
TRIX(12,20)
-0.476
Sell
StochRSI(14)
81.448
Overbought
Moving Average
Sell(2)
Neutral(0)
Buy(4)
Indicators
Value
Direction
MA5
23.884
Buy
MA10
23.591
Buy
MA20
24.100
Buy
MA50
26.001
Sell
MA100
25.737
Sell
MA200
23.137
Buy

Institutional Confidence

Currency: USD Updated: 2026-03-25

The current institutional shareholding score of Invesco Ltd is 10.00, ranking 1 out of 117 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 95.59%, representing a quarter-over-quarter increase of 1.68%. The largest institutional shareholder is The Vanguard, holding a total of 52.84M shares, representing 11.91% of shares outstanding, with 8.45% increase in holdings.

Score

Industry at a Glance

Previous score
10.00
Change
0

Institutional Shareholding

Relevant data have not been disclosed by the company yet.

Shareholder Activity

Name
Shares Held
Chg %
Massachusetts Mutual Life Insurance Company
81.33M
--
The Vanguard Group, Inc.
Star Investors
51.89M
+1.14%
BlackRock Institutional Trust Company, N.A.
30.93M
-7.92%
State Street Investment Management (US)
21.52M
-3.32%
Dimensional Fund Advisors, L.P.
21.33M
+1.52%
Millennium Management LLC
26.16M
+103.27%
Geode Capital Management, L.L.C.
11.20M
+0.86%
AQR Capital Management, LLC
9.82M
-15.45%
Invesco Capital Management LLC
Star Investors
8.18M
-16.26%
1
2

Risk Assessment

Currency: USD Updated: 2026-03-25

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Invesco Ltd is 7.88, ranking 54 out of 117 in the Investment Banking & Investment Services industry. The company's beta value is 1.65. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. with an industry-leading ESG disclosure.

Score

Industry at a Glance

Previous score
7.88
Change
0
Beta vs S&P 500 index
1.64
VaR
+3.38%
240-Day Maximum Drawdown
+22.21%
240-Day Volatility
+39.38%

Return

Best Daily Return
60 days
+4.53%
120 days
+4.53%
5 years
+17.85%
Worst Daily Return
60 days
-5.20%
120 days
-5.98%
5 years
-11.85%
Sharpe Ratio
60 days
-1.03
120 days
+0.54
5 years
+0.18

Risk Assessment

Maximum Drawdown
240 days
+22.21%
3 years
+37.23%
5 years
+58.14%
Return-to-Drawdown Ratio
240 days
+3.53
3 years
+0.47
5 years
-0.05
Skewness
240 days
+1.38
3 years
+0.24
5 years
+0.44

Volatility

Realised Volatility
240 days
+39.38%
5 years
+36.80%
Standardised True Range
240 days
+2.80%
5 years
+2.44%
Downside Risk-Adjusted Return
120 days
+71.41%
240 days
+71.41%
Maximum Daily Upside Volatility
60 days
+28.72%
Maximum Daily Downside Volatility
60 days
+34.86%

Liquidity

Average Turnover Rate
60 days
+1.35%
120 days
+1.34%
5 years
--
Turnover Deviation
20 days
-7.03%
60 days
+27.14%
120 days
+25.51%

Peer Comparison

Investment Banking & Investment Services
Invesco Ltd
Invesco Ltd
IVZ
7.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Bank of New York Mellon Corp
Bank of New York Mellon Corp
BK
8.69 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
State Street Corp
STT
8.66 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Virtu Financial Inc
Virtu Financial Inc
VIRT
8.51 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citigroup Inc
Citigroup Inc
C
8.43 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Golub Capital BDC Inc
Golub Capital BDC Inc
GBDC
8.14 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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