IVZ - Invesco Ltd Stock Analysis
Invesco Ltd (IVZ) is a publicly traded company listed on the NYSE. It operates in the Asset Management industry, part of the broader Financial sector. The company has a market capitalization of 11.22B, generates annual revenue of 6.29B, and reports net income of 669.20M. As of the latest data, the stock is trading at 25.21 USD.
From a valuation and risk perspective, the stock presents the following profile: The stock appears reasonably valued, potentially indicating balanced risk and return. The PEG ratio is below 1, which may indicate the stock is undervalued relative to its growth potential. The company maintains a healthy balance between debt and equity, which is typical for stable businesses. The stock offers a moderate dividend yield (3.33%), 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 (3.5), indicating current market sentiment. Institutional ownership is reported at 92.14%, reflecting confidence from large investors. Over the last 12 months, the stock has shown a performance of 39.36%, trading within a 52-week range of 11.60 - 24.79.
IVZ - Invesco Ltd
25.21
Analyst Consensus
Hold 3.5
IVZ – Analyst Rating Summary
- Strong Buy: 2
- Buy: 5
- Hold: 11
- Sell: 0
- Strong Sell: 0
- Total Analysts: 18
| Index: | S&P 500 | P/E: | 17.11 | EPS (ttm): | 1.47 | Insider Own: | 0.67% | Shs Outstand: | 445.09M | Perf Week: | 2.77% |
| Market Cap: | 11.22B | Forward P/E: | 10.05 | EPS next Y: | 2.51 | Insider Trans: | -8.11% | Shs Float: | 442.09M | Perf Month: | 8.48% |
| Income(ttm): | 669.20M | PEG: | 0.89 | EPS next Q: | 0.57 | Inst Own: | 92.14% | Short Float: | 2.85% | Perf Quarter: | 14.64% |
| Revenue(ttm): | 6.29B | P/S: | 1.78 | EPS this Y: | 15.87% | Inst Trans: | -5.99% | Short Ratio: | 2.59 | Perf Half Y: | 76.91% |
| Book/sh: | 24.70 | P/B: | 1.02 | EPS next Y: | 26.62% | ROA: | 3.75% | Short Interest: | 12.59M | Perf Year: | 39.36% |
| Cash/sh: | 3.42 | P/C: | 7.36 | EPS next 5Y: | 19.14% | ROE: | 7.29% | 52W Range: | 11.60 - 24.79 | Perf YTD: | 44.22% |
| Dividend Est.: | 0.84 (3.33%) | P/FCF: | 9.05 | EPS past 3/5Y: | -26.73% -1.69% | ROIC: | 2.99% | 52W High: | 24.79 1.69% | Beta: | 1.63 |
| Dividend TTM: | 0.83 (3.31%) | Quick Ratio: | 0.98 | Sales past 3/5Y: | -5.00% -0.47% | Gross Margin: | 64.11% | 52W Low: | 11.60 117.33% | Perf 5Y: | 48.21% |
| Dividend Ex-Date: | Nov 14, 2025 | Current Ratio: | 0.98 | EPS Y/Y TTM: | 260.65% | Oper. Margin: | 17.98% | RSI (14): | 64.68 | Volatility: | 2.52% 3.12% |
| Employees: | 8508 | Debt/Eq: | 0.60 | Sales Y/Y TTM: | 6.64% | Profit Margin: | 10.63% | Recom: | 2.53 | Target Price: | 26.67 |
| Option/Short: | Yes / Yes | LT Debt/Eq: | 0.60 | EPS Q/Q: | 449.13% | Payout: | 69.23% | Rel Volume: | 1.56 | Prev Close: | 24.39 |
| Sales Surprise: | 0.91% | EPS Surprise: | 36.10% | Sales Q/Q: | 8.63% | Earnings: | Oct 28 BMO | Avg Volume: | 4.87M | Price: | 25.21 |
| SMA20: | 5.95% | SMA50: | 7.25% | SMA200: | 34.38% | Undervalued: 5.79% | Volume: | 7,613,817 | Change: | 3.36% | |
Graham Classic formula value: 61.75
(P/E=8 * 1g) Min value: 35.82
(current P/E * 2g) Max value: 73.11
Average value: 56.89
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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