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Invesco Ltd

IVZ

22.470USD

-1.415-5.92%

Close 10/10, 16:00（ET）Quotes delayed by 15 min

10.02BMarket Cap

23.70P/E TTM



Invesco Ltd

22.470

-1.415-5.92%

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: 2025-10-10

Key Insights

The company's fundamentals are relatively very 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.

Invesco Ltd's Score

Industry at a Glance

Industry Ranking

15 / 117

Overall Ranking

108 / 4697

Industry

Investment Banking & Investment Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 15 analysts

Hold

Current Rating

24.958

Target Price

+11.07%

Upside Space

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

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 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 .

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 0.92, at a high 3-year percentile range.

Institutional Selling

The latest institutional holdings are 422.42M shares, decreasing 4.66% quarter-over-quarter.

Held by Nelson Peltz

Star Investor Nelson Peltz holds 14.63M shares of this stock.

Lower Market Activity

The company has less investor interest, with a 20-day turnover ratio of -0.07.

Financial Health

Currency: USD Updated: 2025-10-10

The company's current financial score is 8.64, which is higher than the Investment Banking & Investment Services industry's average of 7.28. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 1.01B, representing a year-over-year increase of 2.72%, while its net profit experienced a year-over-year increase of 109.46%.

Score

Industry at a Glance

Previous score

8.64

Change



Financials

8.54

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

9.63

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

9.96

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

5.83

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

9.24

Key Metrics

Free cash flow

No Data

Invesco Ltd's Company Valuation

Currency: USD Updated: 2025-10-10

The company’s current valuation score is 6.32, which is lower than the Investment Banking & Investment Services industry's average of 7.18. Its current P/E ratio is 24.21, which is 7.39% below the recent high of 25.99 and 202.58% 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 15/117

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-10

The company’s current earnings forecast score is 6.67, which is lower than the Investment Banking & Investment Services industry's average of 7.28. The average price target for Invesco Ltd is 25.00, with a high of 30.00 and a low of 21.00.

Score

Industry at a Glance

Previous score

6.67

Change

Support & Resistance

No Data

Analyst Rating

Based on 15 analysts

Hold

Current Rating

24.958

Target Price

+11.07%

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

BlackRock Inc

BLK

Carlyle Group Inc

Ares Management Corp

ARES

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

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: 2025-10-10

The company’s current price momentum score is 6.80, which is higher than the Investment Banking & Investment Services industry's average of 6.65. Sideways: Currently, the stock price is trading between the resistance level at 24.05 and the support level at 21.39, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

8.98

Change

-2.18

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(3)

Neutral(3)

Buy(0)

Indicators

Value

Direction

MACD(12,26,9)

-0.083

Neutral

RSI(14)

45.685

Neutral

STOCH(KDJ)(9,3,3)

37.618

Sell

ATR(14)

0.639

Low Volatility

CCI(14)

-16.240

Neutral

Williams %R

78.409

Sell

TRIX(12,20)

0.357

Sell

StochRSI(14)

0.000

Oversold

Moving Average

Sell(3)

Neutral(0)

Buy(3)

Indicators

Value

Direction

MA5

23.720

Sell

MA10

23.528

Sell

MA20

22.964

Sell

MA50

22.060

Buy

MA100

19.324

Buy

MA200

17.689

Buy

Institutional Confidence

Currency: USD Updated: 2025-10-10

The company’s current institutional recognition score is 10.00, which is higher than the Investment Banking & Investment Services industry's average of 5.74. The latest institutional shareholding proportion is 94.72%, representing a quarter-over-quarter decrease of 1.27%. 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

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

Massachusetts Mutual Life Insurance Company

81.33M

The Vanguard Group, Inc.

Star Investors

51.31M

+4.39%

BlackRock Institutional Trust Company, N.A.

33.59M

-2.54%

State Street Global Advisors (US)

22.26M

+1.52%

Dimensional Fund Advisors, L.P.

21.01M

+6.40%

Trian Fund Management, L.P.

Star Investors

14.63M

-29.25%

Invesco Capital Management LLC

Star Investors

12.71M

-1.10%

AQR Capital Management, LLC

11.61M

+5.30%

Geode Capital Management, L.L.C.

11.11M

+0.80%

Goldman Sachs Asset Management, L.P.

9.11M

+90.56%

Risk Assessment

Currency: USD Updated: 2025-10-10

The company’s current risk assessment score is 7.89, which is higher than the Investment Banking & Investment Services industry's average of 7.28. The company's beta value is 1.69. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets.