Invesco (IVZ) posted a 2.0% increase in assets under management for October 2025, even after selling its majority interest in the India asset management business. This reflects sustained investor inflows and careful portfolio transitions.
See our latest analysis for Invesco.
It has been an eventful year for Invesco. While the company recently presented at the Finternet 2025 Asia Digital Finance Summit and reported robust inflows, the real story is the stock’s momentum, with a year-to-date share price return of 35.86% and an impressive 1-year total shareholder return of 41.16%. That kind of performance hints at growing investor confidence and a steadily improving long-term outlook.
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But with Invesco trading just below analysts' price targets and boasting a double-digit discount to intrinsic value, investors may wonder whether this rising momentum indicates that shares remain undervalued or if future growth is already reflected in the current price.
Most Popular Narrative: 8.7% Undervalued
With the most widely followed narrative assigning a fair value above Invesco’s recent $23.98 close, the debate now shifts to whether its improving profitability can fuel further upside. Here is a direct catalyst at the heart of this outlook.
The company's aggressive expansion in private markets and alternative asset offerings, including strategic partnerships (e.g., with Barings and MassMutual) and increased distribution through wealth management channels, aligns with the growing demand for alternatives and could drive higher-fee revenue streams and improved earnings resilience.
What are analysts really penciling in to boost Invesco’s prospects? The full narrative dissects critical assumptions about margin expansion, new revenue streams, and cost control that underpin this compelling price estimate. Uncover the bold projections that may surprise you.
Result: Fair Value of $26.27 (UNDERVALUED)
Have a read of the narrative in full and understand what's behind the forecasts.
However, ongoing pressure from lower-fee products and intense competition could challenge Invesco’s margin gains and threaten the firm’s upward trajectory.
Find out about the key risks to this Invesco narrative.
Build Your Own Invesco Narrative
If you see the numbers differently or want to run your own analysis, you can shape your own perspective in just a few minutes. Do it your way
A great starting point for your Invesco research is our analysis highlighting 5 key rewards and 1 important warning sign that could impact your investment decision.
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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Valuation is complex, but we're here to simplify it.
Discover if Invesco might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.
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