Invesco Plc (IVZ)

Currency in USD
28.15
-1.28(-4.35%)
Real-time Data·
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Fair Value
Day's Range
27.8629.35
52 wk Range
20.0831.02
Key Statistics
Prev. Close
29.43
Open
28.91
Day's Range
27.86-29.35
52 wk Range
20.08-31.02
Volume
2.73M
Average Volume (3m)
5.13M
1-Year Change
29.4199%
Book Value / Share
28.13
Fair Value
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Fair Value Upside
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IVZ Scorecardpro icon
Company’s Health
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Fair Value
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Fair Price
Upside
Price Target
32.04
Upside
+13.82%
Members' Sentiments
Bearish
Bullish
ProTips
Net income is expected to grow this year

Invesco Plc News & Analysis

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Technical Analysis

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

Analyst Ratings

4 Buy
9 Hold
0 Sell
Ratings:
13 analysts
Overall Consensus
Buy

Analysts 12-Month Price Target:

Average 32.04
(+13.82% Upside)
Firm
ArticlePositionPrice TargetUpside / DownsideFrom Price TargetActionDate
JPMorgan
Hold29.50+4.94%29.00MaintainJul 29, 2026
RBC Capital
Buy35.00+24.51%33.00MaintainJul 29, 2026
Barclays
Hold32.00+13.84%31.00MaintainJul 29, 2026
RBC Capital
Buy33.00+17.40%31.00MaintainJul 23, 2026
Morgan Stanley
Hold30.00+6.72%29.00MaintainJul 16, 2026

Invesco Plc SWOT Analysis


Flow Momentum
Invesco demonstrates remarkable consistency with positive long-term flows since Q2 2023, including nearly $29 billion in inflows during Q3 2025, signaling strengthened market position.
Strategic Evolution
Delve into Invesco's transformation through debt reduction initiatives and upcoming QQQ fee structure changes expected in December 2025, potentially adding 4 basis points to management fees.
Global Growth Engines
The asset manager's international operations, particularly in China and India, have become significant growth drivers, offering expansion opportunities in rapidly developing markets.
Analyst Outlook
Price targets range from $18 to $25, with BMO Capital Markets raising 2026 and 2027 core EPS forecasts to $2.65 and $2.90 respectively, reflecting growing confidence in Invesco's trajectory.
Read full SWOT analysis

Invesco Plc Earnings Call Summary for Q2/2026

  • Invesco reported Q2 2026 adjusted EPS of $0.71, beating estimates of $0.64, with revenue of $1.82B exceeding forecasts by 43.31%.
  • Record net inflows of $45.1B drove AUM to $2.5T, up 23% YoY, while operating margin expanded to 37.5%, up 630 basis points annually.
  • Company faces revenue pressure from shift to lower-fee ETFs and SMAs; fundamental equities saw $7.7B in outflows during the quarter.
  • Management expects 2026 compensation at 40% of revenue, distribution ratio of 22.7%-23%, and Q3 tax rate of 25%-26%.
  • Hybrid platform rollout continues through 2026 with $15M quarterly costs; executives target further margin expansion into high 30s range.
Last Updated: 28/07/2026, 15:16
Read Full Transcript

Earnings

Latest Release
Jul 28, 2026
EPS / Forecast
0.71 / 0.64
Revenue / Forecast
1.82B / 1.27B
EPS Revisions
Last 90 days

Dividends

Payout Ratio
Payout ratio (TTM)
Earnings retained
EPS -0.69%
Dividend Yield
2.86%
Industry Median 1.90%
Annualised payout
0.86
Paid quarterly
5-Years Growth
+5.88%
Growth Streak

IVZ Income Statement

Compare IVZ to Peers and Sector

Metrics to compare
IVZ
Peers
Sector
Relationship
P/E Ratio
−40.3x15.7x10.1x
PEG Ratio
0.240.370.03
Price/Book
1.0x1.2x1.0x
Price / LTM Sales
1.8x1.6x3.0x
Upside (Analyst Target)
8.7%12.0%13.3%
Fair Value Upside
Unlock6.9%2.2%Unlock

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 prefers to invest between $5 million and $15 million in companies. 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 Asia, Europe, Africa and North America.

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
183.96M41.50%5.54B
Other Institutional Investors
265.97M58.50%8.01B
Public Companies & Retail Investors
0.000.00%0.00
Total
449.93M100.00%13.55B

Top Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
Massachusetts Mutual Life Insurance Company18.36%81,405,9472,451,133
BlackRock, Inc.8.74%38,747,8211,166,697

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FAQ

What Is the Invesco (IVZ) Stock Price Today?

The Invesco stock price today is 28.15 USD.

What Stock Exchange Does Invesco Trade On?

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

What Is the Stock Symbol for Invesco?

The stock symbol for Invesco is "IVZ."

What Is the Invesco (IVZ) Afterhours Price Today? (Afterhours variable test: 29.13) Current Date: Jul 29, 2026

After hours price: 29.13. After hours price change (units): -0.30. Price change percentage: -1.02%

What Is the Invesco Market Cap?

As of today, Invesco market cap is 12.41B USD.

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

The Invesco EPS (TTM) is -0.69.

When Is the Next Invesco Earnings Date?

Invesco will release its next earnings report on Oct 27, 2026.

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 Sell.

How Many Times Has Invesco Stock Split?

Invesco has split 2 times.

How Many Employees Does Invesco Have?

Invesco has 7421 employees.

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

As of Jul 29, 2026, Invesco (IVZ) is trading at a price of 28.15 USD, with a previous close of 29.43 USD. The stock has fluctuated within a day range of 27.86 USD to 29.35 USD, while its 52-week range spans from 20.08 USD to 31.02 USD.

What Is Invesco (IVZ) Price Target According to Analysts?

The average 12-month price target for Invesco is 32.04 USD, with a high estimate of 37 USD and a low estimate of 28 USD. 4 analysts recommend buying the stock, while 0 suggest selling, leading to an overall rating of Buy. The stock has an +13.82% Upside potential.

What Is the IVZ Premarket Price?

IVZ's last pre-market stock price is 29.17 USD. The pre-market share volume is 1,150.00, and the stock has decreased by -0.26, or -0.88%.

What Is the IVZ After Hours Price?

IVZ's last after hours stock price is 29.13 USD, the stock has decreased by -0.30, or -1.02%.
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