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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
29.300
Open
29.160
VWAP
28.42
Vol
11.87M
Mkt Cap
12.47B
Low
27.810
Amount
337.24M
EV/EBITDA(TTM)
--
Total Shares
443.30M
EV
24.33B
EV/OCF(TTM)
13.35
P/S(TTM)
2.92
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

News

CNBC
8.5
06-16CNBC
SpaceX IPO Soars, Market Awaits True Valuation Insights
  • Stock Performance: On its third day of trading, SpaceX's stock peaked at $225 before closing at $201.68, indicating strong market demand, although concerns about potential overvaluation remain.
  • Market Capitalization Comparison: At its peak, SpaceX's market cap surpassed Amazon's $2.65 trillion, reflecting investor optimism about its future potential while raising questions about the stock's valuation.
  • Nasdaq Rule Changes: Nasdaq and FTSE Russell have amended index inclusion rules, allowing SpaceX to enter the Nasdaq 100 more quickly post-IPO, which will enhance its stock liquidity and market visibility.
  • Price Discovery Process: Although SpaceX has been public for several days, a genuine price discovery process has yet to commence, and the upcoming expiration of lock-up periods in the coming weeks may increase market supply, potentially impacting stock price stability.
CNBC
4.0
06-11CNBC
Escalating Middle East Conflict Leads to Cautious Market Response
  • Market Reaction: As hostilities in the Middle East escalate, investors are shifting from pricing in a ceasefire to anticipating a prolonged conflict, reflecting growing concerns over future geopolitical uncertainties.
  • Oil Price Fluctuations: Despite a 2% rise in oil prices on Thursday, remaining below $100 per barrel, the market maintains optimism about its ability to cushion against supply shocks, primarily due to increased U.S. energy exports and strategic petroleum reserve releases.
  • Rating Downgrade: Fitch Ratings has downgraded its global sovereign sector outlook from 'neutral' to 'deteriorating', forecasting that the U.S.-Iran conflict will weaken global growth, raise inflation and bond yields, and heighten geopolitical risks.
  • Investment Strategy Adjustment: Investors are no longer viewing the conflict as a temporary inflation shock but are repricing the cost of capital, anticipating that rising energy costs and real capital costs will elevate earnings hurdles across the board.
PRnewswire
8.5
06-10PRnewswire
Invesco Launches Treasury BulletShares ETFs to Expand Defined Maturity Offerings
  • Product Line Expansion: Invesco has launched BulletShares® Treasury Bond ETFs, significantly enhancing its defined maturity ETF platform and reinforcing its leadership in the fixed income ETF space, which is expected to attract more investors seeking liquidity and yield.
  • Strong Market Demand: As of April 2026, target maturity ETFs have reached approximately $70 billion in assets under management, reflecting robust investor demand for bond-like maturity profiles, with Invesco's BulletShares capturing 40% of this market share.
  • Flexible Investment Strategy: The newly launched Treasury ETFs provide investors with flexibility during periods of market uncertainty, helping them optimize their portfolios by locking in yields and managing reinvestment risks in a changing interest rate environment.
  • Ongoing Innovation: Invesco plans to expand the maturity range of its investment-grade corporate and high-yield corporate BulletShares ETFs, further enriching its product lineup and demonstrating the company's ongoing commitment to innovation in the fixed income market.
PRnewswire
9.5
06-09PRnewswire
Invesco Reports 4.9% Increase in AUM to $2.45 Trillion
  • AUM Growth: Invesco's assets under management (AUM) reached $2,453.9 billion at the end of May 2026, reflecting a robust 4.9% increase from the previous month, indicating strong performance in the asset management sector.
  • Long-Term Inflows: The firm reported net long-term inflows of $18.9 billion for the month, demonstrating increased investor confidence and further solidifying its market position.
  • Market Returns Impact: Favorable market returns contributed an increase of $96 billion to AUM, although foreign exchange fluctuations reduced AUM by $1.1 billion, yet the overall performance remains strong.
  • Quarterly Average AUM: The preliminary average total AUM for the quarter ending May 31 was $2,331.3 billion, with active AUM at $1,175.6 billion, reflecting effective execution of the company's diversified investment strategies.
Newsfilter
9.5
06-09Newsfilter
Invesco Reports 4.9% Increase in AUM to $2.45 Trillion
  • AUM Growth: Invesco's assets under management (AUM) reached $2.4539 trillion at the end of May 2026, reflecting a robust 4.9% increase from the previous month, indicating strong market performance and investor confidence.
  • Strong Net Inflows: The firm reported net long-term inflows of $18.9 billion in May, demonstrating sustained demand for its investment products and further solidifying its market position amidst competitive pressures.
  • Market Returns Impact: Favorable market returns contributed an increase of $96 billion to AUM, although foreign exchange fluctuations reduced AUM by $1.1 billion, showcasing the company's resilience in a volatile market environment.
  • Quarterly Averages: The preliminary average total AUM for the quarter ending May 31 was $2.3313 trillion, with active AUM at $1.1756 trillion, highlighting the firm's stable growth and ongoing ability to attract investors in the asset management sector.
NASDAQ.COM
4.5
06-05NASDAQ.COM
NASDAQ 100 Pre-Market Indicator Declines Significantly
  • Market Indicator Decline: The NASDAQ 100 Pre-Market Indicator fell by 345.53 points to 30,062.28, indicating weakened market sentiment that could impact investor confidence and lead to short-term selling pressure.
  • Active Stock Performance: CID HoldCo, Inc. (DAIC) decreased by $0.38 to $2.66 with a trading volume of 7,387,561 shares, reflecting a cautious attitude among investors towards this stock.
  • NVIDIA Earnings Outlook: NVIDIA Corporation (NVDA) dropped $3.27 to $215.39, despite having 10 upward revisions in earnings forecasts over the last four weeks, indicating a complex market expectation regarding its future performance.
  • ETF Trading Dynamics: iShares Ethereum Trust ETF (ETHA) fell by $0.822 to $12.57 with a trading volume of 5,322,985 shares, suggesting a market sentiment decline following a 52-week high.
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
TD Cowen
maintain
AI Analysis
2026-06-03
Reason
TD Cowen
Price Target
AI Analysis
2026-06-03
maintain
Reason
TD Cowen notes that on June 2, news emerged that Cliffwater's flagship non-traded business development company received 17% tender requests during the May 2-29 window, above the 14% seen in February. While not entirely unexpected, the update could push an alternatives-sector recovery beyond Labor Day, with follow-through dependent on additional redemption data from key peers, the firm says. TD Cowen describes Cliffwater's update as somewhat inconclusive given its early reporting, and believes investors will need to see several more weeks of peer disclosures. The firm also maintains that Alts may remain challenged until Labor Day due to reporting cycles, and if upcoming updates fail to show improvement, the group could remain under pressure through year-end. Finally, the firm says the latest developments --alongside emerging issues across wealth managers and exchanges -- reinforce the view that it may simply be "easier" to own traditional asset managers. Invesco (IVZ), Affiliated Managers (AMG), and Franklin Resources (BEN) remain TD Cowen's top picks.
Morgan Stanley
Michael Cyprys
Equal Weight
maintain
$26 -> $28
2026-04-30
Reason
Morgan Stanley
Michael Cyprys
Price Target
$26 -> $28
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.
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 10.58, compared to its 5-year average forward P/E of 9.86. 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
9.86
Current PE
10.58
Overvalued PE
11.31
Undervalued PE
8.41

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
5.59
Current EV/EBITDA
19.91
Overvalued EV/EBITDA
18.06
Undervalued EV/EBITDA
-6.89

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
2.27
Overvalued PS
2.09
Undervalued PS
1.55

Financials

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Whales Holding IVZ

C
Cacti Asset Management, LLC
Holding
IVZ
+27.12%
3M Return
M
Massachusetts Mutual Life Insurance Company
Holding
IVZ
+23.14%
3M Return
C
Caption Management, LLC
Holding
IVZ
+17.06%
3M Return
S
Samlyn Capital, LLC
Holding
IVZ
+12.72%
3M Return
B
Basswood Capital Management, L.L.C.
Holding
IVZ
+11.46%
3M Return
T
Trian Fund Management, L.P.
Holding
IVZ
+6.48%
3M Return

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Frequently Asked Questions

What is Invesco Ltd (IVZ) stock price today?

The current price of IVZ is 28.14 USD — it has decreased -2.26

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 June 20 2026.

What is Invesco Ltd (IVZ) market cap?

Today IVZ has the market capitalization of 12.47B USD.