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IVZ Stock Chart & Stats
$32.86
$0.03(0.10%)
At close: 4:00 PM EDT
$32.86
$0.03(0.10%)
Day’s Range― - ―
52-Week Range$20.67 - $33.66
Previous CloseN/A
Volume3.20M
Average Volume (3M)4.32M
Market Cap
$12.49B
Enterprise Value$15.51B
Total Cash (Recent Filing)$915.40M
Total Debt (Recent Filing)$1.62B
Price to Earnings (P/E)―
Beta1.33
Next Earnings
Oct 27, 2026EPS Estimate
0.74Next Dividend Ex-DateN/A
Dividend Yield3%
Share Statistics
EPS (TTM)-0.68
Shares Outstanding441,499,800
10 Day Avg. Volume4,358,273
30 Day Avg. Volume4,318,112
Financial Highlights & Ratios
PEG Ratio0.07
Price to Book (P/B)0.97
Price to Sales (P/S)1.86
P/FCF Ratio8.23
Enterprise Value/Market Cap1.24
Enterprise Value/Revenue2.25
Enterprise Value/Gross Profit3.33
Enterprise Value/Ebitda-60.46
Forecast
1Y Price Target
$34.95Price Target Upside6.37% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering12
EPS Forecast (FY)2.81
Revenue Forecast (FY)$5.41B
Bulls Say, Bears Say
Bulls Say
Record Inflows And AUM GrowthRecord inflows across twelve consecutive quarters and a $2.5 trillion AUM base demonstrate strong client adoption and distribution reach. Sustained organic growth should support recurring management fees, improve operating scale, and reinforce Invesco’s competitive position across market cycles.
Strong Cash GenerationRobust operating and free cash flow provide meaningful internal funding for technology, distribution, debt reduction, dividends, and repurchases. The cash profile is especially supportive because it remained strong despite a reported TTM net loss, preserving financial flexibility.
Margin Expansion And DeleveragingHigher operating margins combined with substantial debt reduction indicate improving efficiency and a stronger capital structure. Lower leverage can reduce financial risk and expand future capital-allocation flexibility, while operating leverage helps recurring revenue growth translate into stronger earnings.
Bears Say
Reported Profitability Remains WeakNegative net income and operating profit show that revenue growth and improved gross margin have not yet translated into sustainable bottom-line earnings. Until costs or charges are better controlled, reported profitability may remain volatile and constrain the quality of earnings.
Net Revenue Yield CompressionA mix shift toward lower-fee ETFs and index products can reduce revenue earned per dollar of managed assets, even when AUM and flows grow. Persistent yield compression would require continued scale or efficiency gains to offset pressure on revenue and margins.
Fundamental Equity OutflowsLarge outflows from fundamental equities weaken the stability of the firm’s asset base and reduce fee revenue from active strategies. Returning to consistent positive flows depends on sustained investment performance and renewed client demand, leaving this franchise a material execution risk.
Invesco News
IVZ FAQ
What was Invesco’s price range in the past 12 months?
Invesco lowest stock price was $20.67 and its highest was $33.66 in the past 12 months.
What is Invesco’s market cap?
Invesco’s market cap is $12.49B.
When is Invesco’s upcoming earnings report date?
Invesco’s upcoming earnings report date is Oct 27, 2026 which is in 7 days.
How were Invesco’s earnings last quarter?
Invesco released its earnings results on Jul 28, 2026. The company reported $0.71 earnings per share for the quarter, beating the consensus estimate of $0.666 by $0.044.
Is Invesco overvalued?
According to Wall Street analysts Invesco’s price is currently Undervalued.
Does Invesco pay dividends?
Invesco pays a Quarterly dividend of $0.215 which represents an annual dividend yield of 3%. See more information on Invesco dividends here
What is Invesco’s EPS estimate?
Invesco’s EPS estimate is 0.74.
How many shares outstanding does Invesco have?
Invesco has 441,499,800 shares outstanding.
What happened to Invesco’s price movement after its last earnings report?
Invesco reported an EPS of $0.71 in its last earnings report, beating expectations of $0.666. Following the earnings report the stock price went down -2.257%.
Which hedge fund is a major shareholder of Invesco?
Currently, no hedge funds are holding shares in IVZ
What is the TipRanks Smart Score and how is it calculated?
Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology
Invesco Stock Smart Score
Neutral
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10
Analyst Consensus
Moderate Buy
Average Price Target:
$34.95 (6.37% Upside)
$34.95 (6.37% Upside)
Blogger Sentiment
Bullish
IVZ Sentiment 77%
Sector Average 63%
Sector Average 63%
Hedge Fund Trend
Decreased
By 1.5M Shares
Last Quarter.
Last Quarter.
Insider Transactions
Sold Shares
Worth $7.2M over
the Last 3 Months
the Last 3 Months
Crowd Wisdom
Positive
Last 7 Days >0.1%
Last 30 Days ▲ 1.4%
Last 30 Days ▲ 1.4%
News Sentiment
Very Bearish
Bullish news 0%
Bearish news 100%
Bearish news 100%
Technicals
SMA
Positive
20 days / 200 days
Momentum
28.07%
12-Months-Change
Fundamentals
Return on Equity
-0.51%
Trailing 12-Months
Asset Growth
-3.59%
Trailing 12-Months
Learn more about TipRanks Smart Score
Company Description
Invesco
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.
IVZ Company Deck
IVZ Earnings Call
Q2 2026
0:00 / 0:00
Earnings Call Sentiment|Positive
The call presented robust top-line momentum, record inflows and AUM, significant margin expansion, improved leverage and capital returns alongside broad product and regional traction (notably ETFs, QQQ, China JV, SMAs and private markets). Key challenges include ongoing net revenue yield compression from mix shift to lower-fee products, net outflows in fundamental equities driven by a few large redemptions, and near-term costs related to the hybrid platform. Overall, the positive operational and financial progress substantially outweighs the manageable headwinds.View all IVZ earnings summariesIVZ Stock 12 Month Forecast
Average Price Target
$34.95
▲(6.37% Upside)
Technical Analysis
Ownership Overview
0.69% Insiders
22.39% Mutual Funds
― Other Institutional Investors
45.33% Public Companies and
Individual Investors