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Invesco Ltd.NYSE:IVZ 주식 보고서

시가총액 US$13.1b
주가
n/a
1Y46.8%
7D4.4%
1D0.1%
포트폴리오 가치
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Invesco Ltd.

NYSE:IVZ 주식 리포트

시가총액: US$13.1b

Invesco (IVZ) 주식 개요

는 공개 소유의 투자 관리 회사입니다. 자세히 보기

IVZ 펀더멘털 분석
스노우플레이크 점수
가치 평가4/6
미래 성장3/6
과거 실적0/6
재무 건전성3/6
배당2/6

IVZ Community Fair Values

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Invesco Ltd. 경쟁사

가격 이력 및 성과

Invesco 주가의 최고가, 최저가 및 변동 요약
과거 주가
현재 주가US$29.66
52주 최고가US$31.02
52주 최저가US$20.00
베타1.6
1개월 변동5.40%
3개월 변동18.78%
1년 변동46.83%
3년 변동65.14%
5년 변동18.31%
IPO 이후 변동336.18%

최근 뉴스 및 업데이트

내러티브 업데이트 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.
내러티브 업데이트 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.

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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 Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
User avatar
새로운 내러티브 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 Alpha
Seeking 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 Alpha

주주 수익률

IVZUS Capital MarketsUS 시장
7D4.4%-0.002%-1.4%
1Y46.8%1.6%17.1%

수익률 대 산업: IVZ은 지난 1년 동안 1.6%의 수익을 기록한 US Capital Markets 산업보다 더 좋은 성과를 냈습니다.

수익률 대 시장: IVZ은 지난 1년 동안 17.1%를 기록한 US 시장보다 더 좋은 성과를 냈습니다.

주가 변동성

Is IVZ's price volatile compared to industry and market?
IVZ volatility
IVZ Average Weekly Movement4.9%
Capital Markets Industry Average Movement3.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.4%
10% least volatile stocks in US Market3.2%

안정적인 주가: IVZ는 지난 3개월 동안 US 시장에 비해 주가 변동성이 크지 않았습니다.

시간에 따른 변동성: IVZ의 주간 변동성(5%)은 지난 1년 동안 안정적이었습니다.

회사 소개

설립직원 수CEO웹사이트
19357,421Andrew Schlossbergwww.invesco.com/corporate/en/home.html

는 공개 소유의 투자 관리 회사입니다. 이 회사는 소매 고객, 기관 고객, 고액 자산가, 공공 기관, 기업, 노조, 비영리 단체, 기부금, 재단, 연기금, 금융 기관 및 국부 펀드에 서비스를 제공합니다. 고객 중심의 주식 및 채권 포트폴리오를 별도로 관리합니다.

Invesco Ltd. 기초 지표 요약

Invesco의 순이익과 매출은 시가총액과 어떻게 비교됩니까?
IVZ 기초 통계
시가총액US$13.13b
순이익 (TTM)-US$667.00m
매출 (TTM)US$6.59b
2.0x
주가매출비율(P/S)
-19.7x
주가수익비율(P/E)

IVZ는 고평가되어 있습니까?

공정 가치 및 평가 분석 보기

순이익 및 매출

최근 실적 보고서(TTM)의 주요 수익성 지표
IVZ 손익계산서 (TTM)
매출US$6.59b
매출원가US$4.69b
총이익US$1.91b
기타 비용US$2.57b
순이익-US$667.00m

최근 보고된 실적

Mar 31, 2026

다음 실적 발표일

Jul 28, 2026

주당순이익(EPS)-1.50
총이익률28.92%
순이익률-10.12%
부채/자본 비율14.8%

IVZ의 장기 실적은 어땠습니까?

과거 실적 및 비교 보기

배당

2.9%
현재 배당 수익률
-57%
배당 성향

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/07/20 10:00
종가2026/07/20 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Invesco Ltd.는 26명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Stephen BiggarArgus Research Company
Benjamin BudishBarclays
Roger FreemanBarclays