IVZ (NYSE) - Invesco Plc | Stock Price & Analysis

Exchange: USA Stocks • Country: United States • Currency: USD • Type: Common Stock • ISIN: BMG491BT1088
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, fixed income, commodity, 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 also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda. Web URL: https://www.invesco.com

Drawdown (Underwater) Chart

Drawdown / Underwater Chart for IVZ (NYSE) - Invesco Plc | Stock Price & Analysis


Market Cap in USD 6,181m
Sector Financial Services
Industry Asset Management
GiC SubIndustry Asset Management & Custody Banks
TER 0.00%
IPO / Inception 1995-08-24


Fundamental 0.32
Dividend 3.15
Performance 5y -1.02
Rel. Performance vs Sector -1.16
Analysts 3.27
Fair Price Total Ret. 12.75
Fair Price DCF todo


Growth TTM -22.85%
CAGR 5y -2.49%
CAGR / Mean Drawdown -0.09
Sharpe Ratio TTM -0.90
Alpha vs SP500 TTM -41.97
Beta vs SP500 5y weekly 1.62
CAPM 9.73%
Average Daily Range 2m 2.66%
Reversal Oscillator 86.31
Volatility GJR Garch 1y 31.43%
Price / SMA 50 6.33%
Price / SMA 200 -6.36%
Current Volume 36096.7k
Average Volume 20d 6257.9k


Yield TTM 5.52%
Yield on Cost 5y 4.86%
Dividends CAGR 5y -9.25%
Consistency of Dividends all time 93.1%