| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 5/6 |
| Dividends | 4/6 |
Invesco Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$14.58 |
| 52 Week High | US$18.71 |
| 52 Week Low | US$12.48 |
| Beta | 1.42 |
| 1 Month Change | -8.88% |
| 3 Month Change | -10.00% |
| 1 Year Change | -13.93% |
| 3 Year Change | -46.46% |
| 5 Year Change | -33.06% |
| Change since IPO | 114.41% |
Recent News & Updates
Recent updates
Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price
Mar 24
Invesco: No Pricing Power In An Inflationary Environment
Feb 21Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 27% But Its Business Still Trails The Market
Dec 18Invesco: Industry Headwinds And Threats To Its Business Model
Dec 07Invesco: Active AUM Outflows Remains A Concern
Oct 26Invesco: Headwinds From Passive Shift And Risks Of Shift To Deposits
Aug 27Invesco: Maintaining Strong Fundamentals After Its Rally, Still A 'Buy'
Jun 19Invesco names Andrew Schlossberg to success Marty Flanagan as president, CEO
Feb 08Invesco: Shares Rally Above Resistance, Valuation Intriguing Ahead Of Earnings
Jan 20Invesco December AUM slips 2% on disappointing market returns
Jan 11Invesco AUM ascends about 6% in November on positive market returns
Dec 12Invesco - Revisiting The Upside In A Market Turnaround - It's Gone Too Far
Nov 16Invesco AUM gains 2.8% in October on market returns
Nov 09Invesco Q3 2022 Earnings Preview
Oct 24Invesco September AUM slides 6.5% driven by equity, alternatives
Oct 11Invesco reports 2.3% drop in August AUM on unfavorable market returns and forex headwind
Sep 12Invesco: A Tradeable Low, But Long-Term Investors Should Wait For A Turnaround
Sep 01Invesco AUM gains 4.2% in July on favorable market returns
Aug 09Shareholder Returns
| IVZ | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -4.3% | -0.7% | -3.2% |
| 1Y | -13.9% | 23.2% | 19.3% |
Return vs Industry: IVZ underperformed the US Capital Markets industry which returned 23.2% over the past year.
Return vs Market: IVZ underperformed the US Market which returned 19.3% over the past year.
Price Volatility
| IVZ volatility | |
|---|---|
| IVZ Average Weekly Movement | 4.3% |
| Capital Markets Industry Average Movement | 3.4% |
| Market Average Movement | 6.0% |
| 10% most volatile stocks in US Market | 16.5% |
| 10% least volatile stocks in US Market | 3.0% |
Stable Share Price: IVZ has not had significant price volatility in the past 3 months.
Volatility Over Time: IVZ's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1935 | 8,489 | 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
| IVZ fundamental statistics | |
|---|---|
| Market cap | US$6.56b |
| Earnings (TTM) | -US$337.20m |
| Revenue (TTM) | US$5.77b |
1.1x
P/S Ratio-19.4x
P/E RatioIs IVZ overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IVZ income statement (TTM) | |
|---|---|
| Revenue | US$5.77b |
| Cost of Revenue | US$4.32b |
| Gross Profit | US$1.45b |
| Other Expenses | US$1.79b |
| Earnings | -US$337.20m |
Last Reported Earnings
Mar 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.75 |
| Gross Margin | 25.13% |
| Net Profit Margin | -5.84% |
| Debt/Equity Ratio | 7.9% |
How did IVZ perform over the long term?
See historical performance and comparison