Stock Evaluator: Invesco Ltd. (IVZ)

Invesco Ltd. IVZ

$32.21 -0.17 -0.53%
August 19, 2026 4:00:03 PM EST November 10, 2021 Volume: 3,267,462
After Hours: $120.37   0.15  |  0.12% November 10, 2021 7:59 PM EST Volume: 72,713
USD NYSE | DELAYED PRICE
SECTOR INDUSTRY
Financials Capital Markets

A+ Stock Grade Summary:

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COMPANY SUMMARY
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.

Commentary & Analysis


Financial Summary

Share Statistics IVZ Industry
Median
Percentile
(All Stocks)
Market Cap (Mil) $13,845.4 $3,060.7 82%
Shares Out (Mil) 454.4 79.0 88%
Institutional Ownership 99.1% 77.3% 85%
Float (Mil) 356.4 74.0 82%
Beta 1.60 0.93 86%
Avg Daily Volume (000s) 4,261 424 91%
Price Change
(52-week)
50.6% 74.5% 79%
Growth IVZ Industry
Median
Percentile
(All Stocks)
Sales (5yr) 0.7% 8.4% 19%
Net Income (5yr) (18.8%) 8.9% 21%
EPS (5yr) (27.9%) 9.3% 9
Dividends (5yr) 6.3% 1.1% 76%
Cash Flow (5yr) 29.8% 0.5% 86%
Estimates Qtrly Current
Fiscal
Year
Next
Fiscal
Year
# of Estimates 11 13 13
Current EPS $0.736 $2.807 $3.261
Month Ago EPS $0.755 $2.772 $3.196
# Rev Up 1 0 0
# Rev Down 0 1 1
Three Months Ago EPS $0.671 $2.591 $2.971
Year/Year Chg (3.2%) (274.9%) (335.6%)
Financials IVZ Industry
Median
Percentile
(All Stocks)
Sales (TTM) (Mil) $6,903 $873 79%
Net Income (TTM) (Mil) ($65) $102 14%
EPS (TTM) ($0.685) $0.900 25%
Operating Cash Flow (TTM) (Mil) $2,009 $72 88%
Net Cash Flow (TTM) (Mil) $118 $15 79%
Long-Term Debt (Q1) (Mil) $1,624 $163 71%
Enterprise Value (Q1) (Mil) $18,350 $1,320 82%
Valuation IVZ Industry
Median
Percentile
(All Stocks)
P/B 1.39 2.69 35%
P/E na 19.5 na
Dividend Yield 2.7% 0.9% 82%
PEG (5yr hist) na 1.4 na
Ratios IVZ Industry
Median
Percentile
(All Stocks)
Gross Margin 29.5% 74.7% 34%
Net Margin (0.9%) 15.8% 30%
ROA (0.2%) 1.8% 38%
ROE (0.6%) 13.0% 35%
Liabilities to Assets 51.0% 59.0% 43%
F-Score 6 5 67%

Invesco Ltd. did not pass any screens on 8/20/2026.

Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.

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