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Sector: Financial Services
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Invesco Ltd

IVZ Large Cap

Financial Services · Asset Management

Updated: Jun 14, 2026, 22:19 UTC

$28.92
+2.23% today
52W: $14.46 – $29.61
52W Low: $14.46 Position: 95.4% 52W High: $29.61

Price Chart

Key Metrics

P/E Ratio
Price-to-Earnings
Forward P/E
9.68x
Forward Price/Earnings
P/S Ratio
1.94x
Price-to-Sales
EV/EBITDA
13.18x
Enterprise Value/EBITDA
Div. Yield
2.97%
Annual dividend yield
Market Cap
$12.8B
Market Capitalization
Revenue Growth
14.1%
YoY Revenue Growth
Profit Margin
-3.69%
Net profit margin
ROE
-1.54%
Return on Equity
Beta
1.59
Market sensitivity
Short Interest
6.26%
% of float sold short
Avg. Volume
5,419,052
Average daily volume

Valuation Analysis

Signal
N/A
vs. S&P 500 avg P/E (24.7x)
Analyst Consensus
Buy
11 analysts
Avg. Price Target
$29.59
+2.32% upside
Target Range
$26.00 – $33.00

About the Company

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in a

Sector: Financial Services Industry: Asset Management Country: United States Employees: 7,421 Exchange: NYQ

Invesco Ltd Stock at a Glance

Invesco Ltd (IVZ) is currently trading at $28.92 with a market capitalization of $12.8B. The 52-week range spans from $14.46 to $29.61; the current price is 2.3% below the yearly high. Year-over-year revenue growth stands at +14.1%.

💰 Dividend

Invesco Ltd pays an annual dividend of $0.86 per share, representing a yield of 2.97%. The payout ratio stands at 56.46%.

📊 Analyst Rating

11 analysts rate Invesco Ltd (IVZ) on consensus: Buy. The average price target is $29.59, implying +2.32% from the current price. Analyst price targets range from $26.00 to $33.00.

Invesco Ltd: The Investment Case in Detail

Invesco Ltd (IVZ) operates in the Financial Services — specifically Asset Management — and is headquartered in United States. Below is a structured read of the investment case built directly from the latest fundamentals, valuation multiples, analyst positioning and smart-money flows. Each section translates raw numbers into the investment logic they imply, so you can decide whether the risk/reward fits your portfolio.

The Bull Case

Revenue is growing at a healthy 14.1% pace year-over-year, suggesting the business model continues to find new customers and pricing power. Earnings growth of 35% is outpacing revenue, a sign of operational leverage — fixed costs are being absorbed across a larger base.

The Bear Case

Net margins remain negative, meaning every euro of revenue is still producing losses — the path to profitability is the central question for shareholders.

Valuation in Context

With a PEG ratio of 0.38, the price-to-earnings multiple is actually below the company's growth rate — classic value-meets-growth territory that Peter Lynch would have called a 'GARP' opportunity.

What to Watch Next

  • The share is trading at 95.4% of its 52-week range — a break above the recent high opens technical upside, a failure here often invites profit-taking.

Investment Thesis: Strengths & Weaknesses

Strengths
  • Analyst consensus: Buy
  • Solid dividend yield of 2.97%
  • Solid balance sheet with low debt (D/E 14.83)
  • Positive free cash flow
Weaknesses
  • Currently unprofitable
  • Price near 52-week high — limited upside cushion

Technical Snapshot

50-Day MA
$26.35
+9.75% vs. price
200-Day MA
$25.18
+14.85% vs. price
Below 52W High
−2.3%
$29.61
Above 52W Low
+100%
$14.46

Price trades above both the 50- and 200-day moving averages, with 50d above 200d — a classic bullish setup (golden-cross alignment).

Risk Profile

Market Risk (Beta)
1.59 · Elevated
Moves more than the overall market
Short Interest
6.26% · Elevated
% of float sold short
Debt-to-Equity
14.83 · Low
Total debt / equity

The data points to above-average price swings, elevated short interest (6.26%).

Trading Data

50-Day MA: $26.35
200-Day MA: $25.18
Volume: 2,469,037
Avg. Volume: 5,419,052
Short Ratio: 4.17
P/B Ratio: 1.32x
Debt/Equity: 14.83x
Free Cash Flow: $861.9M

💵 Dividend Info

Dividend Yield
2.97%
Annual Rate
$0.86
Payout Ratio
56.46%

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