Invesco Ltd.
IVZ
NYSE·Financial Services·Asset Management·Mkt cap $14.1B
$31.72
▼ -0.84%
P/E
-47.34
Mkt Cap
$14.1B
52-Wk Range
$20.67–$33.66
52-Week Range
$20.67 - $33.66
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 46.2% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Global investment platform
- Diversified investment strategies
- Advanced quantitative analysis capabilities
- Comprehensive client-focused approach
Bear Case
1 risk
- Above-average volatility (beta 1.6).
Growth
Turning profitable
Expanding global investment markets
Value
Fairly valued vs Asset Management peers
Momentum
Strong
+17.7% over 3m
Quality
Excellent
Solid business
Dividend
Solid
2.68% yield
Smart-money signal
Who's buying IVZ right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Oct 27, 2026
JUL 28, 2026
Reported EPS of $0.71 vs $0.67 consensus (+6.6% surprise). Revenue of $1.3B vs $1.3B expected (+0.8%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+6.6%
Revenue trend · last 8Q
—
+13%
+4%
+2%
+8%
+6%
+14%
+20%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.5B
$1.6B
$1.5B
$1.5B
$1.6B
$1.7B
$1.7B
$1.8B
Margins · last 8Q
Gross
99.6%
Operating
19.9%
Profit
18.9%
Wall Street consensus
8 analysts · 50% Buy
Live ratings and price targets aggregated across covering analysts.
Buy
50%
Hold
50%
Sell
0%
Median Price Target
—
Latest: TD Cowen · Aug 13, 2026
vs Industry
How IVZ stacks vs Asset Management
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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