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IVZ Overview

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$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
$
0.000
0.000(0.000%)
At close
0.000(0.000%)Aft-market
ET
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Intellectia

Loading chart...

High
28.710
Open
28.040
VWAP
28.32
Vol
7.97M
Mkt Cap
12.62B
Low
27.790
Amount
225.80M
EV/EBITDA(TTM)
--
Total Shares
443.30M
EV
24.47B
EV/OCF(TTM)
13.43
P/S(TTM)
2.95
Invesco Ltd. is an independent investment management firm. It serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.
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Events Timeline

(ET)
2026-05-11
16:30:00
Invesco Reports $2.34T in Assets Under Management
select
2026-04-28 (ET)
2026-04-28
07:10:00
Company Reports Q1 Revenue of $1.74B, Beating Expectations
select

News

Yahoo Finance
8.5
05-30Yahoo Finance
Comparative Analysis of Aerospace and Defense ETFs: Invesco vs State Street
  • Cost and Return Comparison: The State Street SPDR S&P Aerospace & Defense ETF (XAR) offers a lower expense ratio of 0.35% compared to Invesco Aerospace & Defense ETF (PPA) at 0.58%, making it a more cost-effective choice for long-term holders, thereby enhancing overall portfolio returns through reduced management fees.
  • Return and Risk Assessment: Over the past year, XAR achieved a return of 50.97%, significantly outperforming PPA's 35.37%, indicating that XAR's equal-weighting strategy allows for better performance amid market volatility, making it suitable for investors seeking high returns.
  • Portfolio Composition: PPA focuses on major defense and aerospace companies, with significant holdings in Boeing (8.38%) and General Electric (8.20%), while XAR diversifies its investments across 41 positions, enhancing exposure to mid-cap and small-cap companies for broader market coverage.
  • Market Environment Impact: Both ETFs have seen share price increases over the past year due to heightened government defense spending and geopolitical tensions, prompting investors to choose the fund that aligns with their risk preferences for optimal investment outcomes.
PRnewswire
1.0
05-13PRnewswire
Invesco CEO to Participate in Strategic Decisions Conference
  • Executive Participation: Invesco's CEO Andrew Schlossberg will participate in a fireside chat at Bernstein's Annual Strategic Decisions Conference on May 27, 2026, highlighting the company's leadership in the asset management sector.
  • Investor Relations Link: The event will provide a live audio webcast link through Invesco's Investor Relations section, ensuring global investors can access real-time company updates, thereby enhancing transparency.
  • Replay Availability: For those unable to attend the live session, a replay will be available post-event, further increasing information accessibility and investor engagement, reflecting Invesco's commitment to effective communication with clients.
  • Asset Management Scale: As of March 31, 2026, Invesco manages a total of $2.2 trillion in assets, demonstrating its robust strength and market influence within the global asset management industry.
seekingalpha
7.5
05-13seekingalpha
U.S. Assets Under Management Rise 6.3% in April 2026
  • AUM Growth: As of April 2026, total assets under management reported by nine U.S. asset managers reached $7.11 trillion, reflecting a 6.3% month-over-month increase and nearly 15% year-over-year growth, indicating a positive market recovery.
  • Market Performance Boost: The S&P 500 index rose by 10% month-over-month and 29% year-over-year in April, providing strong support for the increase in AUM, which reflects a restoration of investor confidence.
  • Company Performance Variance: Among the firms, Invesco (IVZ) led with an 8.33% month-over-month growth, while WisdomTree (WT) stood out with a remarkable 36.47% year-over-year increase, highlighting competitive disparities among companies in the market.
  • Yield Changes: The 10-year U.S. Treasury yield rose by 2.14% in April and 5.17% year-to-date, which may influence investors' asset allocation decisions and further drive dynamics within the asset management industry.
PRnewswire
9.5
05-11PRnewswire
Invesco Reports 8.3% Increase in AUM to $2.34 Trillion
  • AUM Growth: Invesco's assets under management (AUM) reached $2,339.4 billion at the end of April 2026, marking an 8.3% increase from the previous month, indicating strong performance and investor confidence in the firm.
  • Strong Net Inflows: In April, Invesco recorded net long-term inflows of $18.2 billion, demonstrating sustained demand for its investment products and further solidifying its market position.
  • Market Returns Impact: Favorable market returns contributed an additional $151 billion to AUM, while foreign exchange fluctuations added $8.2 billion, showcasing the firm's success in diversified investment strategies.
  • Quarterly Averages: The preliminary average total AUM for the quarter ending April 30 was $2,260.5 billion, with active AUM at $1,159.9 billion, reflecting stable growth and ongoing attractiveness in the asset management sector.
Yahoo Finance
8.5
05-01Yahoo Finance
Invesco Canada Announces Fund Name Changes and Terminations
  • Fund Name Changes: Effective May 8, 2026, Invesco will rename its International Developed Dynamic-Multifactor Index ETF and Russell 1000 Dynamic-Multifactor Index ETF to their Multifactor counterparts, maintaining investment objectives and strategies to ensure consistency for investors.
  • Series Terminations: Several mutual fund series, including Invesco Canadian Core Plus Bond Fund and Invesco Developing Markets Fund, will terminate on May 29, 2026, with all purchases closed, potentially increasing liquidity risks for existing investors.
  • Cash Management Fund Termination: The Canadian Dollar Cash Management Fund will terminate on July 10, 2026, with new purchases closed immediately, allowing existing investors to buy until July 9, which may impact their asset allocation strategies.
  • Management Transfer: Invesco has entered into an agreement to transfer management of its Canadian fund business to CI Investments Inc., which is expected to enhance management efficiency and optimize portfolio management, potentially having a profound impact on fund operations if the transaction closes.
seekingalpha
9.5
04-28seekingalpha
Invesco Q1 2026 Earnings Call Insights
  • Growth Strategy: Invesco's CEO Andrew Schlossberg emphasized the company's focus on 'profitable organic growth,' highlighting high demand for scalable investment capabilities like fixed income and ETFs, indicating strong performance in the Asia-Pacific and EMEA markets will drive future growth.
  • Sustained Inflows: The report revealed that Invesco achieved net long-term inflows of $21.8 billion in Q1, with $11.6 billion in global liquidity inflows, marking the company's 11th consecutive quarter of net inflows, demonstrating strong market demand for its investment products.
  • ETF Expansion: By quarter-end, Invesco's ETF assets under management reached a record $638 billion, with nearly $19 billion in net inflows and the launch of four new active ETFs, further solidifying its position in the competitive ETF market.
  • Capital Return Plan: CFO Allison Dukes reported an operating margin improvement to 34.5% and announced an increase in share repurchases by $40 million, alongside an additional $1 billion authorized for share buybacks, reflecting the company's confidence in future profitability.
Wall Street analysts forecast IVZ stock price to rise
11 Analyst Rating
Wall Street analysts forecast IVZ stock price to rise
4 Buy
7 Hold
0 Sell
Moderate Buy
Current: 0.000
sliders
Low
25.00
Averages
28.68
High
33.50
Current: 0.000
sliders
Low
25.00
Averages
28.68
High
33.50
Morgan Stanley
Michael Cyprys
Equal Weight
maintain
$26 -> $28
AI Analysis
2026-04-30
Reason
Morgan Stanley
Michael Cyprys
Price Target
$26 -> $28
AI Analysis
2026-04-30
maintain
Equal Weight
Reason
Morgan Stanley analyst Michael Cyprys raised the firm's price target on Invesco to $28 from $26 and keeps an Equal Weight rating on the shares. After Q1 earnings, the firm lowered its 2026 EPS estimate by 7.7% to $2.48 on lower net revenue yield and raised its 2027 estimate 6.5% to $2.97 on higher assets under management from better flows and lower expenses.
Evercore ISI
Glenn Schorr
In Line
maintain
$27 -> $28
2026-04-29
Reason
Evercore ISI
Glenn Schorr
Price Target
$27 -> $28
2026-04-29
maintain
In Line
Reason
Evercore ISI analyst Glenn Schorr raised the firm's price target on Invesco to $28 from $27 and keeps an In Line rating on the shares.
Unlock Full Analyst Thesis, Get the complete breakdown of rating reason for IVZ
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Valuation Metrics

The current forward P/E ratio for Invesco Ltd (IVZ.N) is 10.38, compared to its 5-year average forward P/E of 9.85. For a more detailed relative valuation and DCF analysis to assess Invesco Ltd's fair value, Click here.

Forward PE

The forward P/E ratio is a valuation metric that divides a company's current stock price by its estimated future earnings per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PE
9.85
Current PE
10.38
Overvalued PE
11.30
Undervalued PE
8.40

Forward EV/EBITDA

The forward EV/EBITDA ratio is a valuation metric that divides a company's enterprise value (EV) by its estimated future earnings before interest, taxes, depreciation, and amortization (EBITDA) over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
N/A
5Y Average EV/EBITDA
5.44
Current EV/EBITDA
19.70
Overvalued EV/EBITDA
17.82
Undervalued EV/EBITDA
-6.94

Forward PS

The forward P/S ratio is a valuation metric that divides a company's current stock price by its estimated future sales (or revenue) per share over the next 12 months.
StronglyUndervaluedUndervaluedFairOvervaluedStronglyOvervalueddotted line Image
5Y Average PS
1.82
Current PS
2.23
Overvalued PS
2.09
Undervalued PS
1.55

Financials

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Whales Holding IVZ

M
Mubadala Investment Company PJSC
Holding
IVZ
+59.13%
3M Return
C
Caption Management, LLC
Holding
IVZ
+19.12%
3M Return
C
Cacti Asset Management, LLC
Holding
IVZ
+15.43%
3M Return
M
Massachusetts Mutual Life Insurance Company
Holding
IVZ
+10.12%
3M Return
M
Macquarie Capital Investment Management LLC
Holding
IVZ
+8.30%
3M Return
S
Samlyn Capital, LLC
Holding
IVZ
+5.72%
3M Return

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Frequently Asked Questions

What is Invesco Ltd (IVZ) stock price today?

The current price of IVZ is 28.46 USD — it has increased 1.43

What is Invesco Ltd (IVZ)'s business?

Invesco Ltd. is an independent investment management firm. It serves the retail and institutional markets within the investment management industry in the Americas, Europe, Middle East, and Africa and Asia-Pacific in 120 countries. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.

What is the price predicton of IVZ Stock?

Wall Street analysts forecast IVZ stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IVZ is28.68 USD with a low forecast of 25.00 USD and a high forecast of 33.50 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

What is Invesco Ltd (IVZ)'s revenue for the last quarter?

Invesco Ltd revenue for the last quarter amounts to 1.14B USD, increased 12.05

What is Invesco Ltd (IVZ)'s earnings per share (EPS) for the last quarter?

Invesco Ltd. EPS for the last quarter amounts to 0.51 USD, increased 34.21

How many employees does Invesco Ltd (IVZ). have?

Invesco Ltd (IVZ) has 7499 emplpoyees as of May 31 2026.

What is Invesco Ltd (IVZ) market cap?

Today IVZ has the market capitalization of 12.62B USD.