IVZ 📈 Invesco - Overview
Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: BMG491BT1088
IVZ: Mutual Funds, Exchange-Traded Funds, Private Funds, Equity, Fixed Income
Invesco Ltd. is a publicly traded investment management company that provides a wide range of services to various clients, including retail investors, institutions, high-net-worth individuals, and sovereign wealth funds. The firm's client base is diverse, comprising public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, and financial institutions.
Invesco's investment management capabilities are extensive, with a focus on separate client-focused equity and fixed income portfolios. The firm offers a variety of mutual funds, including equity, fixed income, commodity, multi-asset, and balanced funds, as well as exchange-traded funds (ETFs) across these asset classes. Additionally, Invesco launches and manages private funds, catering to the unique needs of its clients.
The firm's investment approach is global in scope, with a presence in public equity and fixed income markets worldwide. Invesco also invests in alternative markets, such as commodities and currencies, to provide diversification benefits to its clients. For its equity investments, the firm focuses on growth and value stocks of large-cap, mid-cap, and small-cap companies. In fixed income, Invesco invests in a broad range of securities, including convertibles, government bonds, municipal bonds, treasury securities, and cash, as well as short-term and intermediate-term bonds, investment-grade and high-yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities.
Invesco employs a range of investment strategies, including absolute return, global macro, and long/short approaches. The firm's investment process is supported by quantitative analysis, which enables its investment teams to make informed decisions. With a rich history dating back to 1935, Invesco Ltd. is headquartered in Atlanta, Georgia, and has an additional office in Hamilton, Bermuda. The company's website can be accessed at https://www.invesco.com.
Additional Sources for IVZ Stock
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
IVZ Stock Overview
Market Cap in USD | 8,157m |
Sector | Financial Services |
Industry | Asset Management |
GiC Industry | Capital Markets |
TER | 0.00% |
IPO / Inception | 1995-08-24 |
IVZ Stock Ratings
Growth 5y | 23.8% |
Fundamental | -26.2% |
Dividend | 53.6% |
Rel. Performance Sector | -12.7 |
Analysts | 3.12/5 |
Fair Price Momentum | 17.86 USD |
Fair Price DCF | 67.19 USD |
IVZ Dividends
Dividend Yield 12m | 4.55% |
Yield on Cost 5y | 6.13% |
Annual Growth 5y | -8.53% |
Payout Consistency | 95.17% |
IVZ Growth Ratios
Growth Correlation 3m | 74.5% |
Growth Correlation 12m | 54.1% |
Growth Correlation 5y | 14.8% |
CAGR 5y | 6.13% |
CAGR/Mean DD 5y | 0.21 |
Sharpe Ratio 12m | 0.72 |
Alpha | -22.26 |
Beta | 1.42 |
Volatility | 29.33% |
Current Volume | 3054.2k |
Average Volume 20d | 3151k |
As of December 07, 2024, the stock is trading at USD 17.90 with a total of 3,054,200 shares traded.
Over the past week, the price has changed by -1.05%, over one month by +1.40%, over three months by +10.63% and over the past year by +25.47%.
Probably not. Based on ValueRay Fundamental Analyses, Invesco (NYSE:IVZ) is currently (December 2024) not a good stock to buy. It has a ValueRay Fundamental Rating of -26.23 and therefor a somewhat negative outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IVZ as of December 2024 is 17.86. This means that IVZ is currently overvalued and has a potential downside of -0.22%.
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 19.3 in December 2025. The stock is currently trading at 17.90. This means that the stock has a potential upside of +8.04%.
Issuer | Forecast | Upside |
---|---|---|
Wallstreet Target Price | 19.2 | 7% |
Analysts Target Price | 15.9 | -10.9% |
ValueRay Target Price | 19.3 | 8% |