(IVZ) Invesco - Ratings and Ratios
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: BMG491BT1088
IVZ: Mutual Funds, ETFs, Private Funds
Invesco Ltd., traded under the ticker symbol IVZ on the NYSE, is a prominent global investment management firm headquartered in Atlanta, Georgia, with additional operations in Hamilton, Bermuda. Established in 1935, the company has evolved through various iterations, including AMVESCAP plc and Invesco Plc, before adopting its current name. Invesco serves a diverse clientele including retail investors, institutional entities, high-net-worth individuals, and sovereign wealth funds, offering tailored financial solutions.
The firm specializes in managing an extensive array of investment products, encompassing mutual funds, exchange-traded funds (ETFs), and private funds. Its investment strategies span public equities and fixed income, alternative assets such as commodities and currencies, and employ both quantitative methods and alternative approaches like long/short and global macro strategies. Invescos commitment to environmental, social, and governance (ESG) factors is a notable aspect of its investment philosophy, aligning with global trends towards sustainable investing.
Technically, Invescos stock exhibits a bearish trend with its SMA 20 below SMA 50 and SMA 200, indicating potential short-term weakness. The ATR of 0.74 suggests moderate volatility. Fundamentally, with a forward P/E of 7.30 and a price-to-book ratio of 0.41, the stock may be undervalued, attracting value investors. The return on equity (RoE) of 5.32% reflects moderate profitability.
Over the next three months, Invescos stock is expected to experience sideways trading, influenced by market sentiment and economic conditions. Support levels may be tested near $13.50, with resistance around $15.00. Investors may await clearer market direction, considering the stocks valuation metrics and the broader economic landscape.
Additional Sources for IVZ Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IVZ Stock Overview
Market Cap in USD | 6,298m |
Sector | Financial Services |
Industry | Asset Management |
GiC Sub-Industry | Asset Management & Custody Banks |
IPO / Inception | 1995-08-24 |
IVZ Stock Ratings
Growth Rating | 31.2 |
Fundamental | 17.0 |
Dividend Rating | 77.5 |
Rel. Strength | -15.9 |
Analysts | 3.12/5 |
Fair Price Momentum | 13.64 USD |
Fair Price DCF | 54.70 USD |
IVZ Dividends
Dividend Yield 12m | 5.41% |
Yield on Cost 5y | 12.63% |
Annual Growth 5y | 1.01% |
Payout Consistency | 95.3% |
IVZ Growth Ratios
Growth Correlation 3m | -91.5% |
Growth Correlation 12m | 26.5% |
Growth Correlation 5y | -1.9% |
CAGR 5y | 16.51% |
CAGR/Max DD 5y | 0.31 |
Sharpe Ratio 12m | 0.65 |
Alpha | -10.11 |
Beta | 1.184 |
Volatility | 41.60% |
Current Volume | 5412.7k |
Average Volume 20d | 7024.8k |
As of May 01, 2025, the stock is trading at USD 13.93 with a total of 5,412,681 shares traded.
Over the past week, the price has changed by +3.11%, over one month by -8.17%, over three months by -26.75% and over the past year by +3.18%.
Neither. Based on ValueRay Fundamental Analyses, Invesco is currently (May 2025) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of 16.98 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IVZ as of May 2025 is 13.64. This means that IVZ is currently overvalued and has a potential downside of -2.08%.
Invesco has received a consensus analysts rating of 3.12. Therefor, it is recommend to hold IVZ.
- Strong Buy: 2
- Buy: 0
- Hold: 14
- Sell: 0
- Strong Sell: 1
According to ValueRays Forecast Model, IVZ Invesco will be worth about 14.8 in May 2026. The stock is currently trading at 13.93. This means that the stock has a potential upside of +5.89%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 14.9 | 7% |
Analysts Target Price | 19 | 36.3% |
ValueRay Target Price | 14.8 | 5.9% |