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IVZ logo

Invesco NYSE:IVZ Stock Report

Last Price

US$19.17

Market Cap

US$8.4b

7D

-0.3%

1Y

20.5%

Updated

06 Feb, 2025

Data

Company Financials +

IVZ Stock Overview

A publicly owned investment manager. More details

IVZ fundamental analysis
Snowflake Score
Valuation5/6
Future Growth1/6
Past Performance2/6
Financial Health5/6
Dividends4/6

My Notes

Capture your thoughts, links and company narrative

Invesco Ltd. Competitors

Price History & Performance

Summary of share price highs, lows and changes for Invesco
Historical stock prices
Current Share PriceUS$19.17
52 Week HighUS$19.55
52 Week LowUS$14.16
Beta1.42
1 Month Change11.78%
3 Month Change6.62%
1 Year Change20.49%
3 Year Change-18.08%
5 Year Change6.44%
Change since IPO181.91%

Recent News & Updates

More Assets Under Management, And Why Invesco Is Close To A Bottom

Jan 24

Recent updates

More Assets Under Management, And Why Invesco Is Close To A Bottom

Jan 24

Invesco: An Asset Manager With Upside

Oct 28

Invesco's (NYSE:IVZ) Dividend Will Be $0.205

Oct 25
Invesco's (NYSE:IVZ) Dividend Will Be $0.205

Invesco Ltd.'s (NYSE:IVZ) Price Is Right But Growth Is Lacking

Oct 07
Invesco Ltd.'s (NYSE:IVZ) Price Is Right But Growth Is Lacking

Invesco's (NYSE:IVZ) Dividend Will Be $0.205

Aug 14
Invesco's (NYSE:IVZ) Dividend Will Be $0.205

Invesco: Not Concerned About The Unwind

Aug 08

Invesco (NYSE:IVZ) Has Announced A Dividend Of $0.205

Jul 26
Invesco (NYSE:IVZ) Has Announced A Dividend Of $0.205

Invesco (NYSE:IVZ) Has Announced That It Will Be Increasing Its Dividend To $0.205

May 07
Invesco (NYSE:IVZ) Has Announced That It Will Be Increasing Its Dividend To $0.205

Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price

Mar 24
Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price

Invesco: No Pricing Power In An Inflationary Environment

Feb 21

Invesco: Industry Headwinds And Threats To Its Business Model

Dec 07

Invesco: Active AUM Outflows Remains A Concern

Oct 26

Invesco: Headwinds From Passive Shift And Risks Of Shift To Deposits

Aug 27

Invesco: Maintaining Strong Fundamentals After Its Rally, Still A 'Buy'

Jun 19

Invesco names Andrew Schlossberg to success Marty Flanagan as president, CEO

Feb 08

Invesco: Shares Rally Above Resistance, Valuation Intriguing Ahead Of Earnings

Jan 20

Shareholder Returns

IVZUS Capital MarketsUS Market
7D-0.3%-1.1%0.2%
1Y20.5%42.8%22.0%

Return vs Industry: IVZ underperformed the US Capital Markets industry which returned 42.8% over the past year.

Return vs Market: IVZ underperformed the US Market which returned 22% over the past year.

Price Volatility

Is IVZ's price volatile compared to industry and market?
IVZ volatility
IVZ Average Weekly Movement4.6%
Capital Markets Industry Average Movement3.6%
Market Average Movement6.1%
10% most volatile stocks in US Market18.6%
10% least volatile stocks in US Market3.1%

Stable Share Price: IVZ has not had significant price volatility in the past 3 months compared to the US market.

Volatility Over Time: IVZ's weekly volatility (5%) has been stable over the past year.

About the Company

FoundedEmployeesCEOWebsite
19358,508Andrew Schlossbergwww.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?
IVZ fundamental statistics
Market capUS$8.39b
Earnings (TTM)US$538.00m
Revenue (TTM)US$6.07b

16.0x

P/E Ratio

1.4x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IVZ income statement (TTM)
RevenueUS$6.07b
Cost of RevenueUS$4.37b
Gross ProfitUS$1.70b
Other ExpensesUS$1.16b
EarningsUS$538.00m

Last Reported Earnings

Dec 31, 2024

Next Earnings Date

n/a

Earnings per share (EPS)1.20
Gross Margin28.03%
Net Profit Margin8.87%
Debt/Equity Ratio5.7%

How did IVZ perform over the long term?

See historical performance and comparison

Dividends

4.3%

Current Dividend Yield

70%

Payout Ratio

Does IVZ pay a reliable dividends?

See IVZ dividend history and benchmarks
When do you need to buy IVZ by to receive an upcoming dividend?
Invesco dividend dates
Ex Dividend DateFeb 14 2025
Dividend Pay DateMar 04 2025
Days until Ex dividend7 days
Days until Dividend pay date25 days

Does IVZ pay a reliable dividends?

See IVZ dividend history and benchmarks

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/02/06 22:53
End of Day Share Price 2025/02/06 00:00
Earnings2024/12/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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 30 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Stephen BiggarArgus Research Company
Benjamin BudishBarclays
Roger FreemanBarclays