Invesco (IVZ) Aktienübersicht
Invesco Ltd. ist ein staatlicher Vermögensverwalter. Mehr Details
| Schneeflocken-Punktzahl | |
|---|---|
| Bewertung | 4/6 |
| Künftiges Wachstum | 3/6 |
| Vergangene Leistung | 0/6 |
| Finanzielle Gesundheit | 3/6 |
| Dividenden | 2/6 |
IVZ Community Fair Values
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Analyst Price Targets
Invesco Ltd. Wettbewerber
Preisentwicklung & Leistung
| Historische Aktienkurse | |
|---|---|
| Aktueller Aktienkurs | US$25.87 |
| 52-Wochen-Hoch | US$29.82 |
| 52-Wochen-Tief | US$15.30 |
| Beta | 1.59 |
| 1 Monat Veränderung | -6.57% |
| 3 Monate Veränderung | 11.51% |
| 1 Jahr Veränderung | 66.05% |
| 3 Jahre Veränderung | 54.45% |
| 5 Jahre Veränderung | -4.01% |
| Veränderung seit IPO | 280.44% |
Aktuelle Nachrichten und Updates
Narrativ-Update • Jun 15
IVZ: Margin Upside And Balance Sheet Repositioning Will Drive Future Upside
Invesco's updated analyst price target holds near $33, with recent Street research nudging published targets higher. TD Cowen has moved to $33 and Evercore ISI to $31, as analysts point to underappreciated margin potential and balance sheet changes despite concerns around QQQ exposure and alternative asset flows.
Narrativ-Update • Jun 01
IVZ: Balanced Flow Trends And Capital Returns Will Likely Restrain Upside
Analysts have nudged their average price targets for Invesco higher by a few dollars per share, generally pointing to improved profitability assumptions and slightly lower required returns, even as revenue growth expectations are kept cautious. Analyst Commentary Recent Street research on Invesco has been mixed, with several firms lifting price targets by a few dollars per share while others have trimmed their estimates.Narrativ-Update • May 10
IVZ: Mixed Flow And Margin Outlook Will Likely Cap Near Term Upside
Analysts have raised the implied fair value estimate for Invesco by $2 to $26, citing updated views on discount rates, revenue growth assumptions, profit margins, and future P/E levels reflected in recent shifts in Street price targets. Analyst Commentary Recent Street research on Invesco shows a mixed backdrop, with several price target increases offset by a cluster of cuts over the past few months.Recent updates
Narrativ-Update • Jun 15
IVZ: Margin Upside And Balance Sheet Repositioning Will Drive Future Upside
Invesco's updated analyst price target holds near $33, with recent Street research nudging published targets higher. TD Cowen has moved to $33 and Evercore ISI to $31, as analysts point to underappreciated margin potential and balance sheet changes despite concerns around QQQ exposure and alternative asset flows.Narrativ-Update • Jun 01
IVZ: Balanced Flow Trends And Capital Returns Will Likely Restrain Upside
Analysts have nudged their average price targets for Invesco higher by a few dollars per share, generally pointing to improved profitability assumptions and slightly lower required returns, even as revenue growth expectations are kept cautious. Analyst Commentary Recent Street research on Invesco has been mixed, with several firms lifting price targets by a few dollars per share while others have trimmed their estimates.Narrativ-Update • May 10
IVZ: Mixed Flow And Margin Outlook Will Likely Cap Near Term Upside
Analysts have raised the implied fair value estimate for Invesco by $2 to $26, citing updated views on discount rates, revenue growth assumptions, profit margins, and future P/E levels reflected in recent shifts in Street price targets. Analyst Commentary Recent Street research on Invesco shows a mixed backdrop, with several price target increases offset by a cluster of cuts over the past few months.Narrativ-Update • Apr 23
IVZ: Cautious Flow Outlook And Execution Risks Will Likely Restrain Upside
Analysts have reduced their average price target on Invesco by $2. This change reflects more cautious assumptions on revenue growth and profit margins, even as they apply a slightly lower discount rate and a higher future P/E multiple.
Narrativ-Update • Apr 09
IVZ: Future Returns Will Depend On ETF Suite Expansion
Analysts have trimmed their average price target for Invesco by about $0.55 as they factor in softer revenue growth assumptions, lower profit margin expectations, and updated sector flows data from recent research. Analyst Commentary Recent Street research around Invesco reflects an active tug of war between optimistic and cautious views, with several firms adjusting price targets in both directions over the past few months.Narrativ-Update • Mar 26
IVZ: Future Returns Will Rely On Capital Markets Recovery And ETF Expansion
Analysts have adjusted their price targets around Invesco, with several firms trimming or lifting estimates. The latest move takes one target down by $2 to $29 as they factor in recent fund flow trends and updated views on traditional asset managers.Narrativ-Update • Mar 11
IVZ: Future Returns Will Rely On Capital Markets Recovery And Buyback Execution
Analysts have nudged their fair value estimate for Invesco slightly lower, trimming the target by about $0.27 to $29.86 as they revisit assumptions around asset manager flows and apply a modestly higher discount rate. Analyst Commentary The latest round of Street research on Invesco shows a mix of optimism and caution, with several firms fine-tuning price targets in both directions as they reassess asset manager flows and execution risk.Narrativ-Update • Feb 24
IVZ: Future Returns Will Rely On Capital Markets Upside And Buyback Execution
The updated analyst price target for Invesco edges higher to about $30.14, reflecting a mix of recent target cuts and increases across the Street as analysts factor in revised discount rates, profitability assumptions, and P/E expectations. Analyst Commentary Recent research updates show a mix of higher and lower price targets around Invesco, with analysts adjusting their views as they reassess valuation, earnings power, and industry conditions.Narrativ-Update • Feb 10
IVZ: Future Returns Will Rely On Margin Leverage And Buyback Execution
Analysts have nudged their price targets on Invesco slightly lower overall, trimming fair value by about US$0.20 per share as they balance softer revenue assumptions with higher expected profit margins and a lower projected P/E multiple. Analyst Commentary Recent Street research on Invesco paints a mixed picture, with several firms trimming price targets while others are edging them higher.Analyseartikel • Jan 31
Invesco's (NYSE:IVZ) Dividend Will Be $0.21
The board of Invesco Ltd. ( NYSE:IVZ ) has announced that it will pay a dividend of $0.21 per share on the 3rd of...Narrativ-Update • Jan 26
IVZ: Future Returns Will Balance Margin Leverage And Product Structure Risks
Analysts have lifted their fair value estimate for Invesco by about US$3 to roughly US$30.30, citing updated assumptions for discount rate, revenue trends, profit margins and future P/E. These changes are reflected in a series of recent price target increases and an upgrade from major firms.Seeking Alpha • Jan 23
Invesco: Asset Manager Hits Ceiling Of Fair Value
Summary Invesco offers a straightforward asset management business, primarily generating revenue from management fees across a diversified global product suite. IVZ's operating revenues and free cash flow have been flat over the past decade, with cyclical fluctuations and limited organic growth. At ~$29/share, IVZ trades near fair value; AFCF may reach $1B in 2025, but sustainable growth appears unlikely amid intense competition. I rate IVZ a Hold, as its prospects hinge on secular trends rather than internal value creation, with meaningful upside only at much lower prices. Read the full article on Seeking AlphaNarrativ-Update • Jan 10
IVZ: Operating Leverage And QQQ Restructure Debate Will Support Future Upside
Analysts have lifted their fair value estimate for Invesco from about US$27.61 to roughly US$33.21, citing higher price targets, expectations for improved revenue contraction and profitability, and a modestly lower discount rate supported by recent commentary on operating leverage and potential QQQ Trust reclassification. Analyst Commentary Recent research has tilted more constructive on Invesco, with several bullish analysts adjusting their fair value views higher and highlighting specific levers that could support the new estimates.Narrativ-Update • Dec 27
IVZ: QQQ Proxy Vote Delays Will Likely Cap Near-Term Upside Potential
Analysts have raised their price target on Invesco to approximately $24 from about $17, citing improved expected revenue trends, stronger profit margins supported by operating leverage, and a more favorable valuation backdrop for traditional asset managers, despite timing uncertainty around the QQQ trust reclassification. Analyst Commentary Recent Street research on Invesco points to a cautiously constructive stance, with price target increases reflecting improved earnings power but also embedding meaningful execution risk.Narrativ-Update • Dec 13
IVZ: Future Returns Will Reflect Margin Leverage Amid Product Structure Uncertainty
Analysts nudged their price target on Invesco modestly higher, lifting fair value by about $0.71 per share to roughly $27.08 as they factor in improved operating leverage, slightly better revenue trends, and the longer term upside from QQQ structural changes despite near term execution noise. Analyst Commentary Street research remains broadly constructive on Invesco, with multiple firms lifting price targets into the mid to high $20s as they recalibrate for stronger market performance, improving margins, and the medium term optionality around the QQQ structural proposal.Narrativ-Update • Nov 29
IVZ: Future Earnings Will Reflect Margin Improvements Amid Product Structure Delays
The analyst price target for Invesco has been revised upward by analysts. The new target of $26.38 reflects improved operating leverage and expectations of stronger profit margins, despite mixed revenue growth projections.Narrativ-Update • Nov 15
IVZ: Margin Gains And Equity Strength Will Drive Earnings Upside
Invesco's analyst price target has increased modestly, rising from $26.27 to $26.35 per share. Analysts cite strong operating leverage, rising margins, and an improved profit outlook supported by recent sector-wide earnings beats and positive developments in legacy issue management.Narrativ-Update • Oct 31
IVZ: Operating Leverage And Expense Management Will Drive Improved Margins Ahead
Invesco's analyst price target has been raised by analysts from $25.12 to $26.27, reflecting improved margin expectations and more optimistic outlooks on the company's operational leverage and expense management. Analyst Commentary Analysts have weighed in on Invesco following its recent quarterly performance and key company developments, providing a range of viewpoints on drivers influencing the firm's outlook and valuation.Narrativ-Update • Oct 17
Digital Transformation And ETF Modernization Will Unlock Future Potential
Invesco's analyst price target has increased from $24.04 to $25.12 per share, as analysts point to improving revenue growth trends and positive industry dynamics that are supporting higher earnings estimates. Analyst Commentary Recent analyst coverage of Invesco has highlighted several key factors shaping sentiment on the shares, with bullish and bearish perspectives reflecting ongoing changes in valuation, execution, and growth outlook.Narrativ-Update • Oct 03
Digital Transformation And ETF Modernization Will Unlock Future Potential
Invesco's analyst price target has been raised from $23.17 to $24.04. Analysts cite improved market conditions, ongoing initiatives to address legacy issues, and stronger recent revenue growth estimates as supporting factors for the upward revision.Narrativ-Update • Sep 11
Digital Transformation And ETF Modernization Will Unlock Future Potential
Invesco’s consensus price target has been raised to $23.17, reflecting analyst optimism driven by stronger asset flows, improved industry dynamics, and prospects for margin expansion, despite elevated but improving leverage. Analyst Commentary Improved industry organic growth and positive performance of stocks and bonds, supporting a constructive environment for traditional asset managers.Narrativ-Update • Aug 27
Digital Transformation And ETF Modernization Will Unlock Future Potential
Analysts have modestly reduced Invesco’s price target to $22.58, citing improved net flows, enhanced profitability prospects from the QQQ ETF conversion, and a better risk profile—tempered by persistent leverage and slightly weaker revenue growth expectations. Analyst Commentary Bullish analysts highlight the QQQ conversion to ETF status as positioning Invesco for improved profitability.Analyseartikel • Jul 22
Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 36% But Its Business Still Trails The Industry
Invesco Ltd. ( NYSE:IVZ ) shares have continued their recent momentum with a 36% gain in the last month alone. Taking a...
Neues Narrativ • Apr 27
MassMutual And Barings Partnership Will Capture Global Market Potential
Strategic partnerships with MassMutual and Barings are set to boost private market offerings, driving asset growth and future revenue expansion.Seeking Alpha • Jan 24
More Assets Under Management, And Why Invesco Is Close To A Bottom
Summary Invesco Ltd. has shown a significant increase in assets under management, which is expected to drive revenue and free cash flow growth from 2025 to 2030. The company’s stock appears undervalued based on my DCF model. Despite industry challenges and market volatility, recent restructuring efforts in 2023 are likely to enhance future free cash flow growth. Invesco's strong balance sheet, improved liquidity, and positive net income make it a compelling investment, trading cheaply at 4x TTM cash flow. Read the full article on Seeking AlphaSeeking Alpha • Oct 28
Invesco: An Asset Manager With Upside
Summary Invesco isn’t immune from prevailing asset management headwinds. Unlike many of its peers, however, this franchise is weathering the storm. Mr. Market simply isn’t assigning enough credit to Invesco’s earnings power. Read the full article on Seeking AlphaAktionärsrenditen
| IVZ | US Capital Markets | US Markt | |
|---|---|---|---|
| 7D | -8.1% | -4.4% | -2.7% |
| 1Y | 66.0% | 1.8% | 18.6% |
Rendite im Vergleich zur Industrie: IVZ übertraf die Branche US Capital Markets , die im vergangenen Jahr eine Rendite von 1.8 erzielte.
Rendite vs. Markt: IVZ übertraf den Markt US, der im vergangenen Jahr eine Rendite von 18.6 erzielte.
Preisvolatilität
| IVZ volatility | |
|---|---|
| IVZ Average Weekly Movement | 5.3% |
| Capital Markets Industry Average Movement | 3.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.9% |
| 10% least volatile stocks in US Market | 3.1% |
Stabiler Aktienkurs: IVZ hatte in den letzten 3 Monaten im Vergleich zum US -Markt keine signifikante Preisvolatilität.
Volatilität im Zeitverlauf: IVZDie wöchentliche Volatilität (5%) ist im vergangenen Jahr stabil geblieben.
Über das Unternehmen
| Gegründet | Mitarbeiter | CEO | Website |
|---|---|---|---|
| 1935 | 7,421 | Andrew Schlossberg | www.invesco.com/corporate/en/home.html |
Invesco Ltd. ist ein staatlicher Vermögensverwalter. Das Unternehmen erbringt seine Dienstleistungen für Privatkunden, institutionelle Kunden, vermögende Kunden, öffentliche Einrichtungen, Unternehmen, Gewerkschaften, gemeinnützige Organisationen, Stiftungen, Pensionsfonds, Finanzinstitute und Staatsfonds. Sie verwaltet separate, kundenorientierte Aktien- und Rentenportfolios.
Invesco Ltd.'s Grundlagenzusammenfassung
| IVZ grundlegende Statistiken | |
|---|---|
| Marktanteil | US$11.51b |
| Gewinn(TTM) | -US$667.00m |
| Umsatz(TTM) | US$6.59b |
1.7x
Kurs-Umsatz-Verhältnis-17.2x
Kurs-Gewinn-Verhältnis Ist IVZ zu teuer?
Siehe Fair Value und BewertungsanalyseErträge & Einnahmen
| IVZ Gewinn- und Verlustrechnung (TTM) | |
|---|---|
| Einnahmen | US$6.59b |
| Kosten der Einnahmen | US$4.69b |
| Bruttogewinn | US$1.91b |
| Sonstige Ausgaben | US$2.57b |
| Gewinn | -US$667.00m |
Zuletzt gemeldete Gewinne
Mar 31, 2026
Datum des nächsten Gewinnberichts
k.A.
| Gewinn per Aktie (EPS) | -1.50 |
| Bruttomarge | 28.92% |
| Nettogewinnspanne | -10.12% |
| Schulden/Eigenkapital-Verhältnis | 14.8% |
Wie hat sich IVZ auf lange Sicht entwickelt?
Historische Performance und VergleicheDividenden
3.3%
Aktuelle Dividendenrendite-57%
AusschüttungsquoteUnternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/06/25 17:25 |
| Aktienkurs zum Tagesende | 2026/06/25 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details des Analysemodells, das zur Erstellung dieses Berichts verwendet wurde, sind auf unserer GitHub-Seite verfügbar. Außerdem haben wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf YouTube.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Invesco Ltd. wird von 25 Analysten beobachtet. 6 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Stephen Biggar | Argus Research Company |
| Benjamin Budish | Barclays |
| Roger Freeman | Barclays |