Invesco Plc (IVZ)

Currency in USD
21.00
-0.12(-0.57%)
Closed·
20.83-0.17(-0.81%)
·
IVZ Scorecard
Full Analysis
Has raised its dividend for 3 consecutive years
IVZ is not included in our AI-picked strategies. See which stocks are.
Fair Value
Day's Range
20.9421.12
52 wk Range
11.6021.85
Key Statistics
Prev. Close
21
Open
20.98
Day's Range
20.94-21.12
52 wk Range
11.6-21.85
Volume
3.51M
Average Volume (3m)
6.17M
1-Year Change
24.56%
Book Value / Share
24.27
Fair Value
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Fair Value Upside
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Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
23.08
Upside
+9.92%
Members' Sentiments
Bearish
Bullish
ProTips
Analysts anticipate sales decline in the current year

Invesco Plc News & Analysis

Show more

Technical Analysis

Summary
Strong Sell
Sell
Neutral
Buy
Strong Buy
Strong Sell
Technical Indicators
Strong Sell
Moving Averages
Sell

Invesco Plc Company Profile

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

Invesco Plc SWOT Analysis


Strategic Resilience
Invesco's diversified capabilities in passive investments, private alternatives, and China market position it for growth amid industry challenges
Margin Mastery
Explore Invesco's impressive cost discipline, driving operating margins to an 11-quarter high and setting the stage for sustained financial improvement
Financial Flexibility
Delve into Invesco's strengthening balance sheet, enabling strategic initiatives like the $1 billion preferred share repurchase and potential M&A opportunities
Market Outlook
Analysts project EPS of $1.78 for FY2025, with an average price target of $18.33, reflecting cautious optimism amidst ongoing industry headwinds
Read full SWOT analysis

Invesco Plc Earnings Call Summary for Q2/2025

  • Revenue soared to $1.51B, beating expectations by 37.27%, while EPS fell short at $0.36 vs $0.40 forecast
  • Record AUM of $2T, up 17% YoY; operating margin improved to 31.2%, showing positive operating leverage
  • Stock showed volatility with 3.59% increase prior to earnings, followed by 2.48% pre-market decline
  • Company plans to enter 401(k) market with private market products, maintain 60% payout ratio in 2025
  • CEO Schlossberg: 'Well positioned to help clients navigate evolving market dynamics'; CFO aims for growth and deleveraging
Last Updated: 22/07/2025, 15:16
Read Full Transcript

Compare IVZ to Peers and Sector

Metrics to compare
IVZ
Peers
Sector
Relationship
P/E Ratio
22.1x13.1x9.6x
PEG Ratio
0.100.040.03
Price/Book
0.9x3.5x1.0x
Price / LTM Sales
1.5x3.1x2.8x
Upside (Analyst Target)
6.8%4.5%11.3%
Fair Value Upside
Unlock5.2%1.4%Unlock

Analyst Ratings

2 Buy
11 Hold
0 Sell
Ratings:
13 analysts
Overall Consensus
Neutral

Analysts 12-Month Price Target:

Average 23.08
(+9.92% Upside)

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS 0.93%
Dividend Yield
4.00%
Industry Median 1.69%
Annualised payout
0.84
Paid quarterly
5-Years Growth
-2.25%
Growth Streak

Earnings

Latest Release
Jul 22, 2025
EPS / Forecast
0.36 / 0.40
Revenue / Forecast
1.51B / 1.10B
EPS Revisions
Last 90 days

IVZ Income Statement

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FAQ

What Stock Exchange Does Invesco Trade On?

Invesco is listed and trades on the New York Stock Exchange stock exchange.

What Is the Stock Symbol for Invesco?

The stock symbol for Invesco is "IVZ."

What Is the Invesco Market Cap?

As of today, Invesco market cap is 9.39B.

What Is Invesco's Earnings Per Share (TTM)?

The Invesco EPS (TTM) is 0.93.

When Is the Next Invesco Earnings Date?

Invesco will release its next earnings report on 27 Oct 2025.

From a Technical Analysis Perspective, Is IVZ a Buy or Sell?

Based on moving averages and other technical indicators, the daily buy/sell signal is Buy.

How Many Times Has Invesco Stock Split?

Invesco has split 2 times.

How Many Employees Does Invesco Have?

Invesco has 8407 employees.

What is the current trading status of Invesco (IVZ)?

As of 19 Aug 2025, Invesco (IVZ) is trading at a price of 21.00, with a previous close of 21.00. The stock has fluctuated within a day range of 20.94 to 21.12, while its 52-week range spans from 11.60 to 21.85.
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