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IVZ

Invesco Ltd.

IVZ

NYSE·Financial Services·Asset Management·Mkt cap $11.9B

$27.01

+0.67%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$16.49 - $29.82

P/E

-18.37

Fwd P/E

10.29

Beta

1.59

Div Yield

3.15%

Avg Vol

5.7M

Shares Out

444.3M

Mkt Cap

$11.9B

Price action

Price chart

Up 61.7% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

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

+11.1% over 3m

Quality

Strong

Strong fundamentals

Dividend

Solid

3.15% yield

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Apr 20, 2026

Q2 26 RECAP

APR 28, 2026

Reported EPS of $0.57 vs $0.58 consensus (-1.7% surprise). Revenue of $1.3B vs $1.3B expected (-0.3%).

EPS miss
Revenue miss

EPS surprise · last 4Q

0 of 1 beats

Q2 26

-1.7%

Next: Apr 20, 2026

Revenue trend · last 8Q

+13%

+4%

+2%

+8%

+6%

+14%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$1.5B

$1.5B

$1.6B

$1.5B

$1.5B

$1.6B

$1.7B

$1.7B

Margins · last 8Q

Gross

65.5%

Operating

19.1%

Profit

15.4%

Wall Street consensus

9 analysts · 44% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

4

44%

Hold

5

56%

Sell

0%

Median Price Target

$28.00

+3.7% vs $27.01

Low $26.00
Median $28.00
High $31.00

Latest: RBC Capital · Jun 24, 2026

5 analysts covering

vs Industry

How IVZ stacks vs Asset Management

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.