Invesco (IVZ) Panoramica del titolo
Invesco Ltd. è un gestore di investimenti di proprietà pubblica. Maggiori dettagli
| Punteggio fiocco di neve | |
|---|---|
| Valutazione | 4/6 |
| Crescita futura | 3/6 |
| Prestazioni passate | 0/6 |
| Salute finanziaria | 4/6 |
| Dividendi | 2/6 |
IVZ Community Fair Values
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Analyst Price Targets
Concorrenti di Invesco Ltd.
Storia dei prezzi e prestazioni
| Prezzi storici delle azioni | |
|---|---|
| Prezzo attuale dell'azione | US$32.02 |
| Massimo di 52 settimane | US$32.80 |
| Minimo di 52 settimane | US$20.67 |
| Beta | 1.6 |
| Variazione di 1 mese | 6.98% |
| Variazione a 3 mesi | 18.37% |
| Variazione di 1 anno | 48.58% |
| Variazione a 3 anni | 110.80% |
| Variazione a 5 anni | 24.64% |
| Variazione dall'IPO | 370.88% |
Notizie e aggiornamenti recenti
Aggiornamento narrativa • Aug 21
IVZ: Higher Margins And Durable Net New Assets Will Drive Upside
Invesco's updated analyst price target rises from $33.00 to $38.00, with analysts pointing to improved expectations around net new assets, margins, balance sheet resilience, and a lower assumed future P/E multiple as they refresh models after recent Q2 results and flow data. Analyst Commentary Recent Street research on Invesco points to a cluster of higher price targets following Q2 results and updated flow data.
Aggiornamento narrativa • Aug 07
IVZ: Future Returns Will Balance ETF Concentration Risks And Margin Upside
Analysts have lifted the Invesco fair value estimate from about $30.00 to roughly $32.80, reflecting higher price targets that cite improved expectations for organic growth, operating leverage that supports margin expansion, and stronger recent flows. Analyst Commentary Recent research updates on Invesco point to a cluster of higher price targets, with most firms keeping existing ratings in place.Recent updates
Aggiornamento narrativa • Aug 21
IVZ: Higher Margins And Durable Net New Assets Will Drive Upside
Invesco's updated analyst price target rises from $33.00 to $38.00, with analysts pointing to improved expectations around net new assets, margins, balance sheet resilience, and a lower assumed future P/E multiple as they refresh models after recent Q2 results and flow data. Analyst Commentary Recent Street research on Invesco points to a cluster of higher price targets following Q2 results and updated flow data.Aggiornamento narrativa • Aug 07
IVZ: Future Returns Will Balance ETF Concentration Risks And Margin Upside
Analysts have lifted the Invesco fair value estimate from about $30.00 to roughly $32.80, reflecting higher price targets that cite improved expectations for organic growth, operating leverage that supports margin expansion, and stronger recent flows. Analyst Commentary Recent research updates on Invesco point to a cluster of higher price targets, with most firms keeping existing ratings in place.Seeking Alpha • Aug 03
Invesco Earnings Review: Value Has Caught Up
Summary Invesco Ltd. is upgraded to Buy as strong Q2 results reveal significant operating leverage and margin expansion to 20%. IVZ’s scalable fund model drives earnings growth, with AUM reaching $2.2T and expenses remaining stable except for distribution costs. Shareholder returns are prioritized with a 60% payout ratio target, reflecting capital-light operations and limited reinvestment needs. IVZ’s valuation appears attractive; even single-digit AUM growth and double-digit FCF growth could support substantial upside, though market volatility remains the key risk. Read the full article on Seeking Alpha
Aggiornamento narrativa • Jul 24
IVZ: Balanced Flow Momentum And Capital Returns Will Temper Future Upside Potential
Invesco's updated fair value estimate has moved from $26.00 to $28.00, as analysts factor in revised price targets in the $29 to $33 range and refreshed models that incorporate recent asset under management disclosures, flow trends, and margin expectations. Analyst Commentary Recent Street research around Invesco reflects a generally constructive stance on the stock, with several major firms adjusting price targets into the high US$20s and low US$30s.Aggiornamento narrativa • Jul 09
IVZ: Future Returns Will Weigh ETF Expansion Against Concentration And Competitive Pressures
Analysts have nudged the consolidated price target for Invesco higher to about $29.96 from $29.32. They cited updated models that reflect revised earnings expectations and views that traditional asset managers could see support from a more favorable market backdrop and improving flows.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Articolo di analisi • 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...Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.Aggiornamento narrativa • 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.
Nuova narrativa • 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.Rendimenti per gli azionisti
| IVZ | US Capital Markets | US Mercato | |
|---|---|---|---|
| 7D | -1.6% | 0.8% | -1.5% |
| 1Y | 48.6% | 5.4% | 17.8% |
Ritorno vs Industria: IVZ ha superato il US Capital Markets che ha restituito 5.4 % nell'ultimo anno.
Rendimento vs Mercato: IVZ ha superato il mercato US che ha restituito 17.8 % nell'ultimo anno.
Volatilità dei prezzi
| 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 | 16.3% |
| 10% least volatile stocks in US Market | 3.1% |
Prezzo delle azioni stabile: IVZ non ha avuto una volatilità dei prezzi significativa negli ultimi 3 mesi rispetto al mercato US.
Volatilità nel tempo: La volatilità settimanale ( 5% ) di IVZ è rimasta stabile nell'ultimo anno.
Informazioni sull'azienda
| Fondato | I dipendenti | AMMINISTRATORE DELEGATO | Sito web |
|---|---|---|---|
| 1935 | 7,405 | Andrew Schlossberg | www.invesco.com/corporate/en/home.html |
Invesco Ltd. è un gestore di investimenti di proprietà pubblica. L'azienda fornisce i suoi servizi a clienti al dettaglio, clienti istituzionali, clienti con un patrimonio elevato, enti pubblici, aziende, sindacati, organizzazioni no-profit, dotazioni, fondazioni, fondi pensione, istituzioni finanziarie e fondi sovrani. Gestisce portafogli azionari e a reddito fisso separati e focalizzati sul cliente.
Invesco Ltd. Riepilogo dei fondamenti
| IVZ statistiche fondamentali | |
|---|---|
| Capitalizzazione di mercato | US$14.14b |
| Utili (TTM) | -US$309.20m |
| Ricavi(TTM) | US$6.90b |
2.0x
Rapporto P/S-45.7x
Rapporto P/EIVZ è sopravvalutato?
Vedi Fair Value e analisi di valutazioneUtili e ricavi
| IVZ Conto economico (TTM) | |
|---|---|
| Ricavi | US$6.90b |
| Costo del fatturato | US$4.86b |
| Profitto lordo | US$2.04b |
| Altre spese | US$2.35b |
| Utili | -US$309.20m |
Ultimi utili riportati
Jun 30, 2026
Prossima data di guadagno
n/a
| Utile per azione (EPS) | -0.70 |
| Margine lordo | 29.52% |
| Margine di profitto netto | -4.48% |
| Rapporto debito/patrimonio netto | 12.1% |
Come si è comportato IVZ nel lungo periodo?
Vedi performance storica e confrontoDividendi
2.7%
Rendimento attuale del dividendo-124%
Rapporto di remunerazioneIVZ paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di IVZ| Invesco date dei dividendi | |
|---|---|
| Data di stacco del dividendo | Aug 14 2026 |
| Data di pagamento dei dividendi | Sep 02 2026 |
| Giorni fino al dividendo Ex | 10 days |
| Giorni prima della data di pagamento dei dividendi | 9 days |
IVZ paga dividendi affidabili?
Vedere la storia dei dividendi e i benchmark di IVZAnalisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/23 23:17 |
| Prezzo dell'azione a fine giornata | 2026/08/21 00:00 |
| Utili | 2026/06/30 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Invesco Ltd. è coperta da 26 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Stephen Biggar | Argus Research Company |
| Benjamin Budish | Barclays |
| Roger Freeman | Barclays |