IVZ Stock Overview
A publicly owned investment manager. More details
| Snowflake Score | |
|---|---|
| Valuation | 6/6 |
| Future Growth | 1/6 |
| Past Performance | 1/6 |
| Financial Health | 4/6 |
| Dividends | 5/6 |
Rewards
Risk Analysis
Community vs My Fair Value
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Invesco Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$15.25 |
| 52 Week High | US$19.55 |
| 52 Week Low | US$14.16 |
| Beta | 1.4 |
| 1 Month Change | -18.49% |
| 3 Month Change | -17.07% |
| 1 Year Change | -3.11% |
| 3 Year Change | -28.30% |
| 5 Year Change | 55.14% |
| Change since IPO | 124.26% |
Recent News & Updates
Recent updates
More Assets Under Management, And Why Invesco Is Close To A Bottom
Jan 24Invesco: 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 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: 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 08Shareholder Returns
| IVZ | US Capital Markets | US Market | |
|---|---|---|---|
| 7D | -7.1% | -6.1% | -3.7% |
| 1Y | -3.1% | 16.1% | 6.9% |
Return vs Industry: IVZ underperformed the US Capital Markets industry which returned 16.1% over the past year.
Return vs Market: IVZ underperformed the US Market which returned 6.9% over the past year.
Price Volatility
| IVZ volatility | |
|---|---|
| IVZ Average Weekly Movement | 5.3% |
| Capital Markets Industry Average Movement | 4.0% |
| Market Average Movement | 6.4% |
| 10% most volatile stocks in US Market | 17.2% |
| 10% least volatile stocks in US Market | 3.3% |
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
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1935 | 8,508 | 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$6.82b |
| Earnings (TTM) | US$538.00m |
| Revenue (TTM) | US$6.07b |
12.7x
P/E Ratio1.1x
P/S RatioIs IVZ overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| IVZ income statement (TTM) | |
|---|---|
| Revenue | US$6.07b |
| Cost of Revenue | US$4.37b |
| Gross Profit | US$1.70b |
| Other Expenses | US$1.16b |
| Earnings | US$538.00m |
Last Reported Earnings
Dec 31, 2024
Next Earnings Date
n/a
| Earnings per share (EPS) | 1.20 |
| Gross Margin | 28.03% |
| Net Profit Margin | 8.87% |
| Debt/Equity Ratio | 5.7% |
How did IVZ perform over the long term?
See historical performance and comparisonDividends
5.4%
Current Dividend Yield70%
Payout RatioCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/03/12 21:46 |
| End of Day Share Price | 2025/03/12 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
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.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
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| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* 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.
| Analyst | Institution |
|---|---|
| Stephen Biggar | Argus Research Company |
| Benjamin Budish | Barclays |
| Roger Freeman | Barclays |