IVZ Stock Overview
A publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 5/6 |
| Future Growth | 3/6 |
| Past Performance | 0/6 |
| Financial Health | 6/6 |
| Dividends | 4/6 |
Invesco Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$17.41 |
| 52 Week High | US$18.94 |
| 52 Week Low | US$13.53 |
| Beta | 1.42 |
| 11 Month Change | -3.39% |
| 3 Month Change | 4.06% |
| 1 Year Change | 25.70% |
| 33 Year Change | -28.68% |
| 5 Year Change | -1.64% |
| Change since IPO | 156.03% |
Recent News & Updates
Invesco: An Asset Manager With Upside
Oct 28Invesco's (NYSE:IVZ) Dividend Will Be $0.205
Oct 25
Invesco Ltd.'s (NYSE:IVZ) Price Is Right But Growth Is Lacking
Oct 07Recent updates
Invesco: An Asset Manager With Upside
Oct 28Invesco's (NYSE:IVZ) Dividend Will Be $0.205
Oct 25Invesco Ltd.'s (NYSE:IVZ) Price Is Right But Growth Is Lacking
Oct 07Invesco's (NYSE:IVZ) Dividend Will Be $0.205
Aug 14Invesco: Not Concerned About The Unwind
Aug 08Invesco (NYSE:IVZ) Has Announced A Dividend Of $0.205
Jul 26Invesco (NYSE:IVZ) Has Announced That It Will Be Increasing Its Dividend To $0.205
May 07Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price
Mar 24Invesco: 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 09Shareholder Returns
| IVZ | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -1.4% | 0.8% | -1.0% |
| 1Y | 25.7% | 54.5% | 30.3% |
Return vs Industry: IVZ underperformed the US Capital Markets industry which returned 54.5% over the past year.
Return vs Market: IVZ underperformed the US Market which returned 30.3% over the past year.
Price Volatility
| IVZ volatility | |
|---|---|
| IVZ Average Weekly Movement | 3.9% |
| Capital Markets Industry Average Movement | 3.9% |
| Market Average Movement | 6.2% |
| 10% most volatile stocks in US Market | 15.7% |
| 10% least volatile stocks in US Market | 3.1% |
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 (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1935 | 8,524 | 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$7.76b |
| Earnings (TTM) | -US$413.60m |
| Revenue (TTM) | US$5.89b |
1.3x
P/S Ratio-18.9x
P/E RatioIs IVZ overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IVZ income statement (TTM) | |
|---|---|
| Revenue | US$5.89b |
| Cost of Revenue | US$4.39b |
| Gross Profit | US$1.49b |
| Other Expenses | US$1.91b |
| Earnings | -US$413.60m |
Last Reported Earnings
Sep 30, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | -0.92 |
| Gross Margin | 25.35% |
| Net Profit Margin | -7.03% |
| Debt/Equity Ratio | 5.6% |
How did IVZ perform over the long term?
See historical performance and comparisonDividends
4.7%
Current Dividend Yield-90%
Payout RatioDoes IVZ pay a reliable dividends?
See IVZ dividend history and benchmarks| Invesco dividend dates | |
|---|---|
| Ex Dividend Date | Nov 14 2024 |
| Dividend Pay Date | Dec 03 2024 |
| Days until Ex dividend | 7 days |
| Days until Dividend pay date | 12 days |
Does IVZ pay a reliable dividends?
See IVZ dividend history and benchmarks