(IVZ) - Overview
Exchange: NYSE •
Country: United States •
Currency: USD •
Type: Common Stock •
ISIN: BMG491BT1088
Stock: Investment Funds, Asset Management, Exchange-Traded Funds
Total Rating 56
Risk 69
Buy Signal -0.23
| Risk 5d forecast | |
|---|---|
| Volatility | 41.9% |
| Relative Tail Risk | -5.41% |
| Reward TTM | |
|---|---|
| Sharpe Ratio | 1.21 |
| Alpha | 23.34 |
| Character TTM | |
|---|---|
| Beta | 1.806 |
| Beta Downside | 2.140 |
| Drawdowns 3y | |
|---|---|
| Max DD | 36.52% |
| CAGR/Max DD | 0.51 |
EPS (Earnings per Share)
Revenue
Description: IVZ March 04, 2026
Invesco Ltd. (IVZ) is an investment manager serving diverse client types, including retail, institutional, and high-net-worth individuals. The asset management sector focuses on managing financial assets for clients.
The firm offers separately managed accounts for equities and fixed income. It also provides mutual funds and exchange-traded funds (ETFs) across various asset classes like equity, fixed income, and commodities. ETFs are investment funds traded on stock exchanges, similar to stocks.
Invesco invests in global public equity and fixed income markets. Its equity strategy spans growth and value stocks across large, mid, and small-cap companies. Fixed income investments include government, municipal, and corporate bonds, as well as structured securities. The firm utilizes absolute return, global macro, and long/short strategies, employing quantitative analysis.
To deepen your understanding of IVZs financial health and market position, further research on ValueRay is recommended.
Headlines to watch out for
Piotroski VR‑10 (Strict, 0-10) 3.5
| Net Income: -281.7m TTM > 0 and > 6% of Revenue |
| FCF/TA: 0.06 > 0.02 and ΔFCF/TA 1.41 > 1.0 |
| NWC/Revenue: 43.87% < 20% (prev 29.32%; Δ 14.56% < -1%) |
| CFO/TA 0.06 > 3% & CFO 1.53b > Net Income -281.7m |
| Net Debt (8.14b) to EBITDA (1.38b): 5.92 < 3 |
| Current Ratio: 43.01 > 1.5 & < 3 |
| Outstanding Shares: last quarter (453.8m) vs 12m ago -0.07% < -2% |
| Gross Margin: 43.18% > 18% (prev 0.33%; Δ 4284 % > 0.5%) |
| Asset Turnover: 23.57% > 50% (prev 22.46%; Δ 1.11% > 0%) |
| Interest Coverage Ratio: -6.63 > 6 (EBITDA TTM 1.38b / Interest Expense TTM 82.5m) |
Altman Z'' 1.64
| A: 0.10 (Total Current Assets 2.86b - Total Current Liabilities 66.6m) / Total Assets 27.09b |
| B: 0.22 (Retained Earnings 5.89b / Total Assets 27.09b) |
| C: -0.02 (EBIT TTM -546.7m / Avg Total Assets 27.05b) |
| D: 0.37 (Book Value of Equity 5.28b / Total Liabilities 14.09b) |
| Altman-Z'' Score: 1.64 = BB |
Beneish M -3.47
| DSRI: 0.76 (Receivables 884.7m/1.11b, Revenue 6.38b/6.07b) |
| GMI: 0.77 (GM 43.18% / 33.41%) |
| AQI: 0.98 (AQ_t 0.87 / AQ_t-1 0.89) |
| SGI: 1.05 (Revenue 6.38b / 6.07b) |
| TATA: -0.07 (NI -281.7m - CFO 1.53b) / TA 27.09b) |
| Beneish M-Score: -3.47 (Cap -4..+1) = AA |
What is the price of IVZ shares?
As of March 08, 2026, the stock is trading at USD 23.67 with a total of 9,339,486 shares traded.
Over the past week, the price has changed by -9.86%, over one month by -11.03%, over three months by -7.55% and over the past year by +56.44%.
Over the past week, the price has changed by -9.86%, over one month by -11.03%, over three months by -7.55% and over the past year by +56.44%.
Is IVZ a buy, sell or hold?
has received a consensus analysts rating of 3.07.
Therefor, it is recommend to hold IVZ.
- StrongBuy: 1
- Buy: 1
- Hold: 11
- Sell: 0
- StrongSell: 1
What are the forecasts/targets for the IVZ price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 30.1 | 27.3% |
| Analysts Target Price | 30.1 | 27.3% |
IVZ Fundamental Data Overview March 06, 2026
P/E Forward = 9.6339
P/S = 1.7574
P/B = 1.1561
P/EG = 0.3996
Revenue TTM = 6.38b USD
EBIT TTM = -546.7m USD
EBITDA TTM = 1.38b USD
Long Term Debt = 10.79b USD (from longTermDebt, last quarter)
Short Term Debt = 66.6m USD (from shortTermDebt, last quarter)
Debt = 10.12b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 8.14b USD (from netDebt column, last quarter)
Enterprise Value = 20.29b USD (11.21b + Debt 10.12b - CCE 1.04b)
Interest Coverage Ratio = -6.63 (Ebit TTM -546.7m / Interest Expense TTM 82.5m)
EV/FCF = 13.48x (Enterprise Value 20.29b / FCF TTM 1.51b)
FCF Yield = 7.42% (FCF TTM 1.51b / Enterprise Value 20.29b)
FCF Margin = 23.61% (FCF TTM 1.51b / Revenue TTM 6.38b)
Net Margin = -4.42% (Net Income TTM -281.7m / Revenue TTM 6.38b)
Gross Margin = 43.18% ((Revenue TTM 6.38b - Cost of Revenue TTM 3.62b) / Revenue TTM)
Gross Margin QoQ = 66.96% (prev 34.17%)
Tobins Q-Ratio = 0.75 (Enterprise Value 20.29b / Total Assets 27.09b)
Interest Expense / Debt = 0.23% (Interest Expense 23.0m / Debt 10.12b)
Taxrate = 21.0% (US default 21%)
NOPAT = -431.9m (EBIT -546.7m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 43.01 (Total Current Assets 2.86b / Total Current Liabilities 66.6m)
Debt / Equity = 0.83 (Debt 10.12b / totalStockholderEquity, last quarter 12.23b)
Debt / EBITDA = 5.92 (Net Debt 8.14b / EBITDA 1.38b)
Debt / FCF = 5.41 (Net Debt 8.14b / FCF TTM 1.51b)
Total Stockholder Equity = 13.70b (last 4 quarters mean from totalStockholderEquity)
RoA = -1.04% (Net Income -281.7m / Total Assets 27.09b)
RoE = -2.06% (Net Income TTM -281.7m / Total Stockholder Equity 13.70b)
RoCE = -2.23% (EBIT -546.7m / Capital Employed (Equity 13.70b + L.T.Debt 10.79b))
RoIC = -3.08% (negative operating profit) (NOPAT -431.9m / Invested Capital 14.03b)
WACC = 6.69% (E(11.21b)/V(21.33b) * Re(12.57%) + D(10.12b)/V(21.33b) * Rd(0.23%) * (1-Tc(0.21)))
Discount Rate = 12.57% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.08%
[DCF] Terminal Value 85.65% ; FCFF base≈1.35b ; Y1≈1.67b ; Y5≈2.84b
[DCF] Fair Price = 128.4 (EV 65.13b - Net Debt 8.14b = Equity 56.99b / Shares 443.7m; r=6.69% [WACC]; 5y FCF grow 25.0% → 2.90% )
EPS Correlation: 42.74 | EPS CAGR: 2.75% | SUE: 0.73 | # QB: 0
Revenue Correlation: 46.64 | Revenue CAGR: 1.01% | SUE: 3.37 | # QB: 2
EPS next Quarter (2026-06-30): EPS=0.66 | Chg7d=+0.001 | Chg30d=+0.041 | Revisions Net=+3 | Analysts=10
EPS current Year (2026-12-31): EPS=2.68 | Chg7d=+0.004 | Chg30d=+0.104 | Revisions Net=+4 | Growth EPS=+32.2% | Growth Revenue=+13.7%
EPS next Year (2027-12-31): EPS=3.05 | Chg7d=+0.005 | Chg30d=+0.081 | Revisions Net=+5 | Growth EPS=+13.5% | Growth Revenue=+6.2%
[Analyst] Revisions Ratio: +0.43 (5 Up / 2 Down within 30d for Next Quarter)
P/S = 1.7574
P/B = 1.1561
P/EG = 0.3996
Revenue TTM = 6.38b USD
EBIT TTM = -546.7m USD
EBITDA TTM = 1.38b USD
Long Term Debt = 10.79b USD (from longTermDebt, last quarter)
Short Term Debt = 66.6m USD (from shortTermDebt, last quarter)
Debt = 10.12b USD (from shortLongTermDebtTotal, last quarter)
Net Debt = 8.14b USD (from netDebt column, last quarter)
Enterprise Value = 20.29b USD (11.21b + Debt 10.12b - CCE 1.04b)
Interest Coverage Ratio = -6.63 (Ebit TTM -546.7m / Interest Expense TTM 82.5m)
EV/FCF = 13.48x (Enterprise Value 20.29b / FCF TTM 1.51b)
FCF Yield = 7.42% (FCF TTM 1.51b / Enterprise Value 20.29b)
FCF Margin = 23.61% (FCF TTM 1.51b / Revenue TTM 6.38b)
Net Margin = -4.42% (Net Income TTM -281.7m / Revenue TTM 6.38b)
Gross Margin = 43.18% ((Revenue TTM 6.38b - Cost of Revenue TTM 3.62b) / Revenue TTM)
Gross Margin QoQ = 66.96% (prev 34.17%)
Tobins Q-Ratio = 0.75 (Enterprise Value 20.29b / Total Assets 27.09b)
Interest Expense / Debt = 0.23% (Interest Expense 23.0m / Debt 10.12b)
Taxrate = 21.0% (US default 21%)
NOPAT = -431.9m (EBIT -546.7m * (1 - 21.00%)) [loss with tax shield]
Current Ratio = 43.01 (Total Current Assets 2.86b / Total Current Liabilities 66.6m)
Debt / Equity = 0.83 (Debt 10.12b / totalStockholderEquity, last quarter 12.23b)
Debt / EBITDA = 5.92 (Net Debt 8.14b / EBITDA 1.38b)
Debt / FCF = 5.41 (Net Debt 8.14b / FCF TTM 1.51b)
Total Stockholder Equity = 13.70b (last 4 quarters mean from totalStockholderEquity)
RoA = -1.04% (Net Income -281.7m / Total Assets 27.09b)
RoE = -2.06% (Net Income TTM -281.7m / Total Stockholder Equity 13.70b)
RoCE = -2.23% (EBIT -546.7m / Capital Employed (Equity 13.70b + L.T.Debt 10.79b))
RoIC = -3.08% (negative operating profit) (NOPAT -431.9m / Invested Capital 14.03b)
WACC = 6.69% (E(11.21b)/V(21.33b) * Re(12.57%) + D(10.12b)/V(21.33b) * Rd(0.23%) * (1-Tc(0.21)))
Discount Rate = 12.57% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.08%
[DCF] Terminal Value 85.65% ; FCFF base≈1.35b ; Y1≈1.67b ; Y5≈2.84b
[DCF] Fair Price = 128.4 (EV 65.13b - Net Debt 8.14b = Equity 56.99b / Shares 443.7m; r=6.69% [WACC]; 5y FCF grow 25.0% → 2.90% )
EPS Correlation: 42.74 | EPS CAGR: 2.75% | SUE: 0.73 | # QB: 0
Revenue Correlation: 46.64 | Revenue CAGR: 1.01% | SUE: 3.37 | # QB: 2
EPS next Quarter (2026-06-30): EPS=0.66 | Chg7d=+0.001 | Chg30d=+0.041 | Revisions Net=+3 | Analysts=10
EPS current Year (2026-12-31): EPS=2.68 | Chg7d=+0.004 | Chg30d=+0.104 | Revisions Net=+4 | Growth EPS=+32.2% | Growth Revenue=+13.7%
EPS next Year (2027-12-31): EPS=3.05 | Chg7d=+0.005 | Chg30d=+0.081 | Revisions Net=+5 | Growth EPS=+13.5% | Growth Revenue=+6.2%
[Analyst] Revisions Ratio: +0.43 (5 Up / 2 Down within 30d for Next Quarter)