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Invesco Ltd

IVZ

21.899USD

-0.151-0.69%
Market hours ETQuotes delayed by 15 min
9.77BMarket Cap
17.21P/E TTM

Invesco Ltd

21.899

-0.151-0.69%

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Financial Health

Valuation Dimension

Forecast

Momentum

Institutional Confidence

Risk Assessment

Peers

TradingKey Stock Score

Currency: USD Updated2025-08-27

Key Insights

The company's fundamentals are relatively healthy.Its valuation is considered fairly valued,and institutional recognition is very high.Over the past 30 days, multiple analysts have rated the company as a Hold.Despite an average stock market performance, 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.

Score

Industry at a Glance

Industry Ranking
68 / 524
Overall Ranking
104 / 4755
Industry
Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score
Previous score

Analysts' Target

Based on 14 analysts
Hold
Current Rating
23.045
Target Price
+5.09%
Upside Space
Disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Company 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 mutual funds, 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.
Turnaround to Profit
The company's performance has turned profitable, with the latest annual net income of USD 538.00M.%!(EXTRA int=2)
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 69.57%.
Overvalued
The company’s latest PE is 23.75, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 427.87M shares, decreasing 3.44% quarter-over-quarter.
Held by The Vanguard
Star Investor The Vanguard holds 51.31M shares of this stock.
Lower Market Activity
The company has less investor interest, with a 20-day turnover ratio of 0.01.

Financial Health

Currency: USD Updated2025-08-27

The company's current financial score is 6.84, which is lower than the Banking & Investment Services industry's average of 7.33. Its financial status is stable, and its operating efficiency is average. Its latest quarterly revenue reached 1.02B, representing a year-over-year increase of 5.03%, while its net profit experienced a year-over-year increase of 20.92%.

Score

Industry at a Glance

Previous score
6.84
Change
0

Financials

6.59

Related Indicators

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data

Quality of Earnings

6.40

Operational Efficiency

7.48

Growth Potential

7.23

Shareholder Returns

6.52

Valuation Dimension

Currency: USD Updated2025-08-27

The company’s current valuation score is 5.60, which is higher than the Banking & Investment Services industry's average of 4.39. Its current P/E ratio is 23.75, which is -50.04% below the recent high of 11.87 and 182.10% above the recent low of -19.50.

Score

Industry at a Glance

Previous score
6.40
Change
-0.8

Valuation Dimension

P/E

P/B

P/S

P/CF

Industry Ranking 68/524
No Data

Forecast

Currency: USD Updated2025-08-27

The company’s current earnings forecast score is 6.57, which is lower than the Banking & Investment Services industry's average of 7.34. The average price target for Invesco Ltd is 22.00, with a high of 29.00 and a low of 21.00.

Score

Industry at a Glance

Previous score
6.57
Change
0

Support & Resistance

No Data

Analyst Rating

Based on 14 analysts
Hold
Current Rating
23.045
Target Price
+5.09%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell

Peer Comparison

68
Total
6
Median
7
Average
Company name
Ratings
Analysts
Invesco Ltd
IVZ
14
Blackstone Inc
BX
23
KKR & Co Inc
KKR
21
BlackRock Inc
BLK
19
Carlyle Group Inc
CG
18
BROOKFIELD ASSET MANAGEMENT LTD
BAM
17
1
2
3
...
14

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

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

Momentum

Currency: USD Updated2025-08-27

The company’s current price momentum score is 9.24, which is higher than the Banking & Investment Services industry's average of 8.78. Sideways: Currently, the stock price is trading between the resistance level at 22.84 and the support level at 20.67, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score
9.07
Change
0.17

Support & Resistance

No Data

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(2)
Buy(1)
Indicators
Value
Direction
MACD(12,26,9)
-0.111
Neutral
RSI(14)
68.889
Neutral
STOCH(KDJ)(9,3,3)
88.237
Overbought
ATR(14)
0.446
High Vlolatility
CCI(14)
165.067
Buy
Williams %R
10.627
Overbought
TRIX(12,20)
0.377
Sell
StochRSI(14)
100.000
Overbought
Moving Average
Sell(0)
Neutral(0)
Buy(6)
Indicators
Value
Direction
MA5
21.564
Buy
MA10
21.289
Buy
MA20
21.104
Buy
MA50
19.050
Buy
MA100
16.616
Buy
MA200
16.949
Buy

Institutional Confidence

Currency: USD Updated2025-08-27

The company’s current institutional recognition score is 10.00, which is higher than the Banking & Investment Services industry's average of 6.35. The latest institutional shareholding proportion is 95.94%, representing a quarter-over-quarter decrease of 0.94%. The largest institutional shareholder is The Vanguard, holding a total of 51.31M shares, representing 11.51% of shares outstanding, with 0.32% increase in holdings.

Score

Industry at a Glance

Previous score
10.00
Change
0

Institutional Shareholding

No Data

Shareholder Activity

Name
Shares Held
Chg %
Massachusetts Mutual Life Insurance Company
81.33M
--
The Vanguard Group, Inc.
Star Investors
49.15M
-4.34%
BlackRock Institutional Trust Company, N.A.
34.46M
-5.84%
State Street Global Advisors (US)
21.93M
+1.32%
Dimensional Fund Advisors, L.P.
19.75M
-1.78%
Trian Fund Management, L.P.
Star Investors
20.68M
-10.78%
Invesco Capital Management LLC
Star Investors
13.15M
+3.77%
AQR Capital Management, LLC
11.03M
+35.39%
Geode Capital Management, L.L.C.
11.02M
+6.13%
Goldman Sachs Asset Management, L.P.
4.78M
+63.26%
1
2

Risk Assessment

Currency: USD Updated2025-08-27

The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the 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 company’s current risk assessment score is 4.67, which is lower than the Banking & Investment Services industry's average of 5.16. The company's beta value is 1.56. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.

Score

Industry at a Glance

Previous score
4.67
Change
0
Beta vs S&P 500 index
1.56
VaR
+3.36%
240-Day Maximum Drawdown
+37.23%
240-Day Volatility
+38.24%
Return
Best Daily Return
60 days
+15.28%
120 days
+15.28%
5 years
+17.85%
Worst Daily Return
60 days
-3.46%
120 days
-11.85%
5 years
-11.85%
Sharpe Ratio
60 days
+4.27
120 days
+1.65
5 years
+0.49
Risk Assessment
Maximum Drawdown
240 days
+37.23%
3 years
+39.93%
5 years
+58.61%
Return-to-Drawdown Ratio
240 days
+1.03
3 years
+0.46
5 years
+0.16
Skewness
240 days
+0.88
3 years
+0.93
5 years
+0.50
Volatility
Realised Volatility
240 days
+38.24%
5 years
+36.60%
Standardised True Range
240 days
+2.32%
5 years
+2.69%
Downside Risk-Adjusted Return
120 days
+238.25%
240 days
+238.25%
Maximum Daily Upside Volatility
60 days
+37.86%
Maximum Daily Downside Volatility
60 days
+19.70%
Liquidity
Average Turnover Rate
60 days
+1.37%
120 days
+1.35%
5 years
--
Turnover Deviation
20 days
+0.92%
60 days
+28.42%
120 days
+26.89%

Peers

Currency: USD Updated2025-08-27
Invesco Ltd
Invesco Ltd
IVZ
7.18 /10
Score
Financial Health
Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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8.13 /10
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Valuation Dimension
Forecast
Momentum
Institutional Confidence
Risk Assessment
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WTFC
8.01 /10
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7.98 /10
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Forecast
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Risk Assessment
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7.97 /10
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The Stock Score data is powered by TradingKey and updated daily. Rating data is sourced from LESG. Please use the data with caution for reference purposes only.

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