1IVZ Stock Overview

A publicly owned investment manager. More details

1IVZ fundamental analysis
Snowflake Score
Valuation	4/6
Future Growth	2/6
Past Performance	2/6
Financial Health	4/6
Dividends	5/6

Rewards

Trading at 30.2% below our estimate of its fair value

Earnings are forecast to grow 11.45% per year

Became profitable this year

Pays a high and reliable dividend of 5.48%

Risk Analysis

Shares are highly illiquid

Community vs My Fair Value

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Invesco Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Invesco
Historical stock prices
Current Share Price	US$13.72
52 Week High	US$0
52 Week Low	US$0
Beta	1.43
1 Month Change	n/a
3 Month Change	n/a
1 Year Change	n/a
3 Year Change	n/a
5 Year Change	n/a
Change since IPO	11.82%

Recent updates

Shareholder Returns

	1IVZ	IT Capital Markets	IT Market
7D	-2.0%	-3.3%	0.6%
1Y	n/a	16.9%	14.4%

Return vs Industry: Insufficient data to determine how 1IVZ performed against the Italian Capital Markets industry.

Return vs Market: Insufficient data to determine how 1IVZ performed against the Italian Market.

Price Volatility

Is 1IVZ's price volatile compared to industry and market?
1IVZ volatility
1IVZ Average Weekly Movement	n/a
Capital Markets Industry Average Movement	4.3%
Market Average Movement	5.4%
10% most volatile stocks in IT Market	8.8%
10% least volatile stocks in IT Market	3.5%

Stable Share Price: 1IVZ's share price has been volatile over the past 3 months compared to the Italian market.

Volatility Over Time: Insufficient data to determine 1IVZ's volatility change over the past year.

About the Company

Founded	Employees	CEO	Website
1935	8,495	Andrew Schlossberg	www.invesco.com

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.

Invesco Ltd. Fundamentals Summary

How do Invesco's earnings and revenue compare to its market cap?
1IVZ fundamental statistics
Market cap	€6.15b
Earnings (TTM)	€504.99m
Revenue (TTM)	€5.45b

12.1x

P/E Ratio

1.1x

P/S Ratio

Is 1IVZ overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
1IVZ income statement (TTM)
Revenue	US$6.12b
Cost of Revenue	US$4.36b
Gross Profit	US$1.76b
Other Expenses	US$1.19b
Earnings	US$567.60m

Last Reported Earnings

Mar 31, 2025

Next Earnings Date

n/a

Earnings per share (EPS)	1.27
Gross Margin	28.77%
Net Profit Margin	9.27%
Debt/Equity Ratio	6.1%

How did 1IVZ perform over the long term?

See historical performance and comparison

Dividends

5.5%

Current Dividend Yield

66%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/05/19 21:30
End of Day Share Price	2025/05/19 00:00
Earnings	2025/03/31
Annual Earnings	2024/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Invesco Ltd. is covered by 31 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Stephen Biggar	Argus Research Company
Roger Freeman	Barclays
Benjamin Budish	Barclays

Invesco BIT:1IVZ Stock Report