Invesco Ltd.
IVZ Financial Services Asset Management NYSE
$26.24
+$1.03 (+4.09%)
Open: $25.25 | High: $26.39 | Low: $25.20 | Prev Close: $25.21
Market Cap: $11.68B
Volume: 10.7M | Avg: 5.0M
Last updated: December 05, 2025 at 10:04 PMInvestment Rating
Neutral
Overall Score: 60/100
Rating Breakdown:
Stock Score Analysis
Stock Score: 535
Comprehensive Quality Assessment
Component Breakdown:
Valuation Metrics
| P/E Ratio | 17.85 |
| P/B Ratio | 0.85 |
| P/S Ratio | 1.53 |
| EPS | $1.47 |
| Beta | 1.64 |
| Shares Outstanding | 445.15M |
| 52-Week High | $26.39 |
| 52-Week Low | $11.60 |
| SMA 50 | $23.51 |
| SMA 200 | $18.76 |
| Dividend Yield | 3.18% |
| Annual Dividend | $0.84 |
| Next Earnings | January 27, 2026 01:30 PM ET |
Financial Ratios
| Gross Margin | 43.0% |
| Operating Margin | 13.7% |
| Net Margin | 13.1% |
| ROE | 7.0% |
| ROA | 3.5% |
| Debt/Equity | 0.00 |
| Current Ratio | 0.00 |
| Quick Ratio | 0.00 |
Balance Sheet
| Total Assets | $27.01B |
| Total Liabilities | $11.34B |
| Total Equity | $14.56B |
| Cash | $1.50B |
| Total Debt | $7.55B |
| Net Debt | $6.05B |
Income Statement
| Revenue | $6.07B |
| Gross Profit | $2.03B |
| Operating Income | $832.10M |
| Net Income | $774.80M |
| EBITDA | $1.24B |
| Revenue/Share | $16.84 |
Cash Flow
| Operating CF | $1.19B |
| CapEx | $69.10M |
| Free Cash Flow | $1.12B |
| Book Value/Share | $32.70 |
| Tangible Book/Share | $1.33 |
| Equity/Share | $30.96 |
Technical Indicators
| RSI (14) | 60.70 Neutral |
| MACD |
0.37
Signal: 0.23
|
| Volatility | 29.16% |
| Trading Signal | Bullish |
Performance & Returns
| 1 Year | +44.26% |
| Sharpe Ratio | 1.15 Good |
| Volatility (Ann.) | 41.63% High Risk |
| IVZ (1Y) | +44.26% |
| S&P 500 (1Y) | +11.86% |
| Alpha (Excess Return) | +32.39% |
Sector Comparison (Financial Services)
| Metric | IVZ | Sector Avg | Percentile |
|---|---|---|---|
| P/E Ratio | 17.85 | 48.25 | 36% |
| P/B Ratio | 0.85 | 3.97 | 4% |
| ROE (%) | 6.99% | 18.53% | 13% |
| Net Margin (%) | 13.11% | 18.62% | 32% |
| Stock Score | 535 | 407.0 | 83% |
| 1Y Return (%) | +44.26% | +6.00% | 99% |
Historical Price Analysis (Last 200 Days)
Technical Analysis
| Ticker | Close | SMA 5 | SMA 8 | SMA 13 | SMA 50 | SMA 200 | RSI (14) | MACD | Volatility (%) | Volume | Signal | SMA Decision |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| IVZ | $26.24 | $24.59 | $24.44 | $23.80 | $23.51 | $18.76 | 60.70 | 0.37 | 29.16% | 8686382 | Strong Long | Bullish Stack |
Candlestick Patterns
There wasn't any recognizable pattern for the IVZ stock
News Sentiment
| 📊 Ticker | 📰 Headline | 💭 Sentiment | 📡 Source | 🔗 URL |
|---|---|---|---|---|
| IVZ | Invesco Ltd. (NYSE:IVZ) Given Consensus Rating of “Hold” by Analysts | Neutral | defenseworld.net | Read More |
| IVZ | Invesco Ltd. to Participate in the Goldman Sachs 2025 Financial Services Conference | Neutral | prnewswire.com | Read More |
| IVZ | Why has Invesco's QQQ called me two dozen times in the past few weeks? Is it a scam? | Neutral | marketwatch.com | Read More |
| IVZ | 2 Invesco ETFs to Buy Before 2026 | Neutral | 247wallst.com | Read More |
| IVZ | Tradr Launches SMQ, the First Monthly Reset Inverse ETF Tracking Invesco QQQ® | Neutral | prnewswire.com | Read More |
Company Information
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. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
| CEO | Andrew Ryan Schlossberg |
| Employees | 8495 |
| Country | US |
| IPO Date | 1995-08-25 |
| Exchange | NYSE |
| Website | https://www.invesco.com |
| Sector | Financial Services |
| Industry | Asset Management |
Similar Stocks (Financial Services - Asset Management)
Rating Metrics Explained
DCF Score (Discounted Cash Flow)
Measures the intrinsic value of the stock based on projected future cash flows. A higher score indicates the stock is undervalued relative to its DCF valuation.
ROE Score (Return on Equity)
Evaluates how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better profitability and management effectiveness.
ROA Score (Return on Assets)
Measures how efficiently a company uses its assets to generate profit. A higher ROA means better asset utilization and operational efficiency.
D/E Score (Debt-to-Equity)
Assesses the company's financial leverage and risk. Lower debt-to-equity ratios indicate less financial risk and better balance sheet health.
P/E Score (Price-to-Earnings)
Compares stock price to earnings per share. A lower P/E ratio may indicate the stock is undervalued, while a higher ratio could suggest overvaluation or growth expectations.
P/B Score (Price-to-Book)
Compares market price to book value per share. Lower P/B ratios may indicate undervaluation relative to the company's net asset value.
Rating Recommendations:
Each metric is scored on a scale of 1-5, where the scores are determined by comparing the company's performance against industry benchmarks and historical data:
-
Strong Buy (5/5): Excellent score - strong positive indicator
- The metric significantly outperforms industry averages (top 20% of companies)
- Indicates exceptional financial health or attractive valuation in that category
-
Buy (4/5): Good score - positive indicator
- Above-average performance (top 40% of companies)
- Shows strong fundamentals with room for improvement
-
Neutral (3/5): Average score - neutral indicator
- Performance in line with industry median (middle 20%)
- Neither significantly positive nor negative signal
-
Sell (2/5): Below average - negative indicator
- Below-average performance (bottom 40% of companies)
- Suggests weakness in this particular metric
-
Strong Sell (1/5): Poor score - strong negative indicator
- Significantly underperforms industry (bottom 20%)
- Indicates potential risk or overvaluation in that category