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Invesco Ltd

IVZ

27.290USD

-0.435-1.57%

Close 01/30, 16:00（ET）Quotes delayed by 15 min

12.12BMarket Cap

LossP/E TTM



Invesco Ltd

27.290

-0.435-1.57%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

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: 2026-01-30

Key Insights

Invesco Ltd's fundamentals are relatively very healthy, and its growth potential is significant.Its valuation is considered fairly valued, ranking 28 out of 118 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 30.20.In the medium term, the stock price is expected to trend up.Despite an average 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

28 / 118

Overall Ranking

147 / 4536

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 0.99, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 423.21M shares, decreasing 6.60% quarter-over-quarter.

Held by Joel Greenblatt

Star Investor Joel Greenblatt holds 12.77K 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

30.200

Target Price

+8.95%

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: 2026-01-30

The current financial score of Invesco Ltd is 7.17, ranking 43 out of 118 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

7.17

Change



Financials

9.35

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

5.98

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

Relevant data have not been disclosed by the company yet.



Operational Efficiency

6.10

Key Metrics

Cash flow from operating activities

Income after tax

Relevant data have not been disclosed by the company yet.



Growth Potential

5.96

Key Metrics

Cash flow from operating activities

Total revenue

Relevant data have not been disclosed by the company yet.



Shareholder Returns

8.45

Key Metrics

Free cash flow

Relevant data have not been disclosed by the company yet.

Invesco Ltd's Company Valuation

Currency: USD Updated: 2026-01-30

The current valuation score of Invesco Ltd is 6.32, ranking 83 out of 118 in the Investment Banking & Investment Services industry. Its current P/E ratio is -17.01, which is -252.86% below the recent high of 25.99 and -46.02% above the recent low of -24.83.

Score

Industry at a Glance

Previous score

6.32

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 28/118

Relevant data have not been disclosed by the company yet.

Earnings Forecast

Currency: USD Updated: 2026-01-30

The current earnings forecast score of Invesco Ltd is 7.08, ranking 57 out of 118 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

Support & Resistance

Relevant data have not been disclosed by the company yet.

Analyst Rating

Based on 13 analysts

Buy

Current Rating

30.200

Target Price

+8.95%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

Total

Median

Average

Company name

Ratings

Analysts

Invesco Ltd

IVZ

Blackstone Inc

KKR & Co Inc

KKR

Bank of New York Mellon Corp

BlackRock Inc

BLK

State Street Corp

STT

...

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: 2026-01-30

The current price momentum score of Invesco Ltd is 7.13, ranking 53 out of 118 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 29.16 and the support level at 25.88, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

7.36

Change

-0.23

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(4)

Neutral(3)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

-0.541

Neutral

RSI(14)

47.157

Neutral

STOCH(KDJ)(9,3,3)

30.902

Neutral

ATR(14)

1.052

High Vlolatility

CCI(14)

-109.230

Sell

Williams %R

74.839

Sell

TRIX(12,20)

0.226

Sell

StochRSI(14)

8.697

Sell

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

27.672

Sell

MA10

28.252

Sell

MA20

28.255

Sell

MA50

26.620

Buy

MA100

24.876

Buy

MA200

21.064

Buy

Institutional Confidence

Currency: USD Updated: 2026-01-30

The current institutional shareholding score of Invesco Ltd is 10.00, ranking 1 out of 118 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 95.09%, representing a quarter-over-quarter increase of 1.14%. The largest institutional shareholder is The Vanguard, holding a total of 52.84M shares, representing 11.87% of shares outstanding, with 8.11% increase in holdings.

Score

Industry at a Glance

Previous score

10.00

Change

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%

Millennium Management LLC

26.16M

+103.27%

State Street Investment Management (US)

21.52M

-3.32%

Dimensional Fund Advisors, L.P.

21.33M

+1.52%

Trian Fund Management, L.P.

Star Investors

14.63M

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%

Risk Assessment

Currency: USD Updated: 2026-01-30

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 118 in the Investment Banking & Investment Services industry. The company's beta value is 1.67. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.