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Invesco Ltd.NYSE:IVZ Stock Report

Market Cap US$11.7b
Share Price
US$26.04
n/a
1Y43.9%
7D0.9%
Portfolio Value
​
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Invesco Ltd.

NYSE:IVZ Stock Report

Market Cap: US$11.7b

Invesco (IVZ) Stock Overview

A publicly owned investment manager. More details

IVZ fundamental analysis
Snowflake Score
Valuation2/6
Future Growth3/6
Past Performance2/6
Financial Health4/6
Dividends4/6

Rewards

Price-To-Earnings ratio (17.3x) is below the US market (19.1x)

Earnings are forecast to grow 23.67% per year

Became profitable this year

Pays a reliable dividend of 3.23%

Risk Analysis

Significant insider selling over the past 3 months


IVZ Community Fair Values

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See what 27 others think this stock is worth. Follow their fair value or set your own to get alerts.

IVZ logo
Invesco

Global Aging And Passive Investing Will Unleash New Markets

Key Takeaways Strategic partnerships and global expansion enable Invesco to lead in alternative investments and emerging markets, potentially transforming its growth and profitability outlook. Capital reallocation, technological investments, and product innovation position Invesco for sustained margin expansion and greater shareholder returns.
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US$27.61
FV
5.7% undervalued intrinsic discount
-6.21%
Revenue growth p.a.
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1users have followed this narrative
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Invesco

IVZ: Operating Leverage And Expense Management Will Drive Improved Margins Ahead

Key Takeaways Innovative ETF growth, digital transformation, and expansion in private markets position Invesco to capture shifting investor preferences and improve operating efficiency. Strategic partnerships, modernization efforts, and disciplined cost management are expected to enhance revenue resilience, net profit, and long-term shareholder value.
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US$27.08
FV
3.9% undervalued intrinsic discount
-4.28%
Revenue growth p.a.
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17users have followed this narrative
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Invesco

Active To Passive Migration Will Erode Fee Yields

Key Takeaways Rising demand for low-cost, tech-driven investment solutions is eroding pricing power and compressing margins, challenging Invesco's traditional business model. Competition from larger, technology-focused asset managers threatens Invesco's ability to innovate and defend its market share, putting future profits at risk.
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US$17.03
FV
52.9% overvalued intrinsic discount
-6.97%
Revenue growth p.a.
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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 PriceUS$26.04
52 Week HighUS$27.31
52 Week LowUS$11.60
Beta1.64
1 Month Change10.71%
3 Month Change17.83%
1 Year Change43.95%
3 Year Change43.87%
5 Year Change49.48%
Change since IPO282.94%

Recent News & Updates

Invesco: Outperformance Confirms Thesis For 2025E

Nov 12

Recent updates

Invesco: Outperformance Confirms Thesis For 2025E

Nov 12

Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 36% But Its Business Still Trails The Industry

Jul 22
Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 36% But Its Business Still Trails The Industry
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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.

Improved Revenues Required Before Invesco Ltd. (NYSE:IVZ) Shares Find Their Feet

Apr 21
Improved Revenues Required Before Invesco Ltd. (NYSE:IVZ) Shares Find Their Feet

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

Jan 24

Invesco: An Asset Manager With Upside

Oct 28

Invesco: Not Concerned About The Unwind

Aug 08

Invesco: No Pricing Power In An Inflationary Environment

Feb 21

Shareholder Returns

IVZUS Capital MarketsUS Market
7D0.9%1.1%-0.6%
1Y43.9%11.8%12.4%

Return vs Industry: IVZ exceeded the US Capital Markets industry which returned 11.8% over the past year.

Return vs Market: IVZ exceeded the US Market which returned 12.4% over the past year.

Price Volatility

Is IVZ's price volatile compared to industry and market?
IVZ volatility
IVZ Average Weekly Movement4.2%
Capital Markets Industry Average Movement3.4%
Market Average Movement6.5%
10% most volatile stocks in US Market17.1%
10% least volatile stocks in US Market3.0%

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

FoundedEmployeesCEOWebsite
19358,368Andrew 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$11.69b
Earnings (TTM)US$669.20m
Revenue (TTM)US$6.28b
17.3x
P/E Ratio
1.8x
P/S Ratio

Is IVZ overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
IVZ income statement (TTM)
RevenueUS$6.28b
Cost of RevenueUS$4.50b
Gross ProfitUS$1.78b
Other ExpensesUS$1.11b
EarningsUS$669.20m

Last Reported Earnings

Sep 30, 2025

Next Earnings Date

n/a

Earnings per share (EPS)1.50
Gross Margin28.31%
Net Profit Margin10.66%
Debt/Equity Ratio11.0%

How did IVZ perform over the long term?

See historical performance and comparison

Dividends

3.2%
Current Dividend Yield
57%
Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/12/15 00:40
End of Day Share Price 2025/12/15 00:00
Earnings2025/09/30
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 25 analysts. 4 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
Roger FreemanBarclays
Benjamin BudishBarclays