IVZ - Invesco Ltd Stock Analysis
Invesco Ltd (IVZ) is a publicly traded company listed on the . It operates in the industry, part of the broader sector. The company has a market capitalization of 13.43B, generates annual revenue of 6.78B, and reports net income of -667.00M. As of the latest data, the stock is trading at 30.30 USD.
From a valuation and risk perspective, the stock presents the following profile: The P/E ratio is unavailable or not meaningful at this time. The PEG ratio is below 1, which may indicate the stock is undervalued relative to its growth potential. The company has very low leverage, which may indicate conservative financial management or underutilization of debt. The stock offers a moderate dividend yield (2.84%), which may appeal to income-focused investors. The stock exhibits higher volatility than the market, which may indicate greater risk and potential reward.
Analyst recommendation stands at Hold (3.53), indicating current market sentiment. Institutional ownership is reported at 97.23%, reflecting confidence from large investors. Over the last 12 months, the stock has shown a performance of 81.00%, trading within a 52-week range of 16.49 - 29.82.
IVZ - Invesco Ltd
30.30
Analyst Consensus
Hold 3.53
IVZ – Analyst Rating Summary
- Strong Buy: 1
- Buy: 7
- Hold: 9
- Sell: 0
- Strong Sell: 0
- Total Analysts: 17
| Index: | S&P 500 | P/E: | - | EPS (ttm): | -1.49 | Insider Own: | 0.77% | Shs Outstand: | 443.30M | Perf Week: | 12.10% |
| Market Cap: | 13.43B | Forward P/E: | 9.40 | EPS next Y: | 3.22 | Insider Trans: | 0.00% | Shs Float: | 439.90M | Perf Month: | 4.77% |
| Income(ttm): | -667.00M | PEG: | 0.42 | EPS next Q: | 0.66 | Inst Own: | 97.23% | Short Float: | 4.16% | Perf Quarter: | 22.57% |
| Revenue(ttm): | 6.78B | P/S: | 1.98 | EPS this Y: | 36.71% | Inst Trans: | 2.56% | Short Ratio: | 3.38 | Perf Half Y: | 5.35% |
| Book/sh: | 21.98 | P/B: | 1.38 | EPS next Y: | 16.10% | ROA: | -0.89% | Short Interest: | 18.29M | Perf Year: | 81.00% |
| Cash/sh: | 3.85 | P/C: | 7.87 | EPS next 5Y: | 22.44% | ROE: | -1.81% | 52W Range: | 16.49 - 29.82 | Perf YTD: | 15.34% |
| Dividend Est.: | 0.86 (2.84%) | P/FCF: | 7.61 | EPS past 3/5Y: | - - | ROIC: | -1.71% | 52W High: | 29.82 1.63% | Beta: | 1.61 |
| Dividend TTM: | 0.84 (2.79%) | Quick Ratio: | 1.25 | Sales past 3/5Y: | 2.86% 0.83% | Gross Margin: | 65.08% | 52W Low: | 16.49 83.75% | Perf 5Y: | 17.31% |
| Dividend Ex-Date: | May 15, 2026 | Current Ratio: | 1.25 | EPS Y/Y TTM: | -218.32% | Oper. Margin: | 20.71% | RSI (14): | 65.87 | Volatility: | 3.74% 3.56% |
| Employees: | 7499 | Debt/Eq: | 0.16 | Sales Y/Y TTM: | 11.02% | Profit Margin: | -9.84% | Recom: | 2.40 | Target Price: | 31.33 |
| Option/Short: | Yes / Yes | LT Debt/Eq: | 0.16 | EPS Q/Q: | 34.73% | Payout: | - | Rel Volume: | 1.16 | Prev Close: | 28.73 |
| Sales Surprise: | -0.34% | EPS Surprise: | -1.20% | Sales Q/Q: | 16.87% | Earnings: | Jul 28 BMO | Avg Volume: | 5.40M | Price: | 30.30 |
| SMA20: | 9.44% | SMA50: | 9.68% | SMA200: | 17.62% | Overbought: -3.4% | Volume: | 6,265,370 | Change: | 5.46% | |
Graham Classic formula value: -71.42
(P/E=8 * 1g) Min value: -40.73
(current P/E * 2g) Max value: -60.05
Average value: -57.4
About Invesco Ltd
Invesco Ltd. engages in the investment management business. Its products include mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.
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