(IVZ) - Overview

Sector: Financial Services | Industry: Asset Management | Exchange: NYSE (USA) | Market Cap: 10.777m USD | Total Return: 97.7% in 12m

Stock Investment Funds, Asset Management, Exchange-Traded Funds
Total Rating 63
Safety 76
Buy Signal 0.42
Asset Management +6.7
Asset Management & Custody Banks +6.2
Market Cap: 10,777m
Avg Trading Vol: 99.1M USD
ATR: 3.67%
Peers RS (IBD): 89.7
Risk 5d forecast
Volatility34.6%
Rel. Tail Risk-6.39%
Reward TTM
Sharpe Ratio1.26
Alpha36.28
Character TTM
Beta1.778
Beta Downside2.154
Drawdowns 3y
Max DD36.52%
CAGR/Max DD0.57
EPS (Earnings per Share) EPS (Earnings per Share) of IVZ over the last years for every Quarter: "2021-03": 0.68, "2021-06": 0.78, "2021-09": 0.77, "2021-12": 0.86, "2022-03": 0.56, "2022-06": 0.39, "2022-09": 0.34, "2022-12": 0.39, "2023-03": 0.38, "2023-06": 0.31, "2023-09": 0.35, "2023-12": 0.47, "2024-03": 0.33, "2024-06": 0.43, "2024-09": 0.44, "2024-12": 0.52, "2025-03": 0.44, "2025-06": 0.36, "2025-09": 0.61, "2025-12": 0.62,
EPS CAGR: 2.75%
EPS Trend: 42.7%
Last SUE: 0.73
Qual. Beats: 0
Revenue Revenue of IVZ over the last years for every Quarter: 2021-03: 1659.7, 2021-06: 1721.4, 2021-09: 1750, 2021-12: 1763.4, 2022-03: 1629.4, 2022-06: 1530.4, 2022-09: 1445.7, 2022-12: 1443.4, 2023-03: 1418.2, 2023-06: 1442.8, 2023-09: 1442, 2023-12: 1413.4, 2024-03: 1475.3, 2024-06: 1483.3, 2024-09: 1515.4, 2024-12: 1593, 2025-03: 1529.2, 2025-06: 1515.5, 2025-09: 1640.4, 2025-12: 1692,
Rev. CAGR: 1.01%
Rev. Trend: 46.6%
Last SUE: 3.37
Qual. Beats: 2
Description: IVZ

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
  • Global market performance impacts AUM and fee revenue
  • Net client inflows/outflows directly affect assets under management
  • Regulatory changes in investment management increase compliance costs
  • Interest rate fluctuations influence fixed income portfolio valuations
  • Competition for investment products pressures management fees
Piotroski VR‑10 (Strict) 3.5
Net Income: -281.7m TTM > 0 and > 6% of Revenue
FCF/TA: 0.06 > 0.02 and ΔFCF/TA 1.61 > 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 4.28k% > 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 April 06, 2026, the stock is trading at USD 24.14 with a total of 3,038,100 shares traded.
Over the past week, the price has changed by +3.65%, over one month by -2.39%, over three months by -13.58% and over the past year by +97.71%.
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?
Wallstreet Target Price 29.9 23.7%
Analysts Target Price 29.9 23.7%
IVZ Fundamental Data Overview as of 02 April 2026
P/E Forward = 10.4493
P/S = 1.6899
P/B = 0.9693
P/EG = 0.5047
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 = 19.86b USD (10.78b + Debt 10.12b - CCE 1.04b)
Interest Coverage Ratio = -6.63 (Ebit TTM -546.7m / Interest Expense TTM 82.5m)
EV/FCF = 12.73x (Enterprise Value 19.86b / FCF TTM 1.56b)
FCF Yield = 7.85% (FCF TTM 1.56b / Enterprise Value 19.86b)
FCF Margin = 24.46% (FCF TTM 1.56b / 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 = 0.73 (Enterprise Value 19.86b / 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 = 5.22 (Net Debt 8.14b / FCF TTM 1.56b)
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 = 6.40% (E(10.78b)/V(20.90b) * Re(12.24%) + D(10.12b)/V(20.90b) * Rd(0.23%) * (1-Tc(0.21)))
Discount Rate = 12.24% (= CAPM, Blume Beta Adj.)
Shares Correlation 3-Years: 33.33 | Cagr: 0.08%
[DCF] Terminal Value 87.02% ; FCFF base≈1.38b ; Y1≈1.71b ; Y5≈2.91b
[DCF] Fair Price = 149.4 (EV 74.43b - Net Debt 8.14b = Equity 66.28b / Shares 443.7m; r=6.40% [WACC]; 5y FCF grow 25.0% → 3.0% )
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=0.65 | Chg7d=-0.005 | Chg30d=-0.004 | Revisions Net=+0 | Analysts=10
EPS current Year (2026-12-31): EPS=2.67 | Chg7d=-0.016 | Chg30d=-0.013 | Revisions Net=+1 | Growth EPS=+31.4% | Growth Revenue=+13.7%
EPS next Year (2027-12-31): EPS=3.03 | Chg7d=-0.013 | Chg30d=-0.008 | Revisions Net=+0 | Growth EPS=+13.7% | Growth Revenue=+6.2%
[Analyst] Revisions Ratio: +0.00 (1 Up / 1 Down within 30d for Next Quarter)
External Resources
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