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

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
What is the price of IVZ stocks?
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%.
Is Invesco a good stock to buy?
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%.
Is IVZ a buy, sell or hold?
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
What are the forecast for IVZ stock price target?
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%