Invesco Ltd. (IVZ) Stock Price, News, Analysis

Technical Score (1D)

BEARISH

News Sentiment

BEARISH

On Oct 10, a report highlighted that Invesco (IVZ) had achieved a 155.5% share‑price gain over the past three years, underscoring the company’s ability to convert fee revenue into cash flow while maintaining tight cost control. The analysis noted that the firm’s 1.9x price‑to‑sales ratio signals investor confidence in its earnings potential, reflecting a favorable valuation relative to peers. The report emphasized that this performance indicates a solid operating foundation and a favorable valuation relative to peers.

IVZ|Analyst Targets

LOW TARGET

$30 +2.0%

2 analysts

MEAN TARGET

$35 +20.2%

13 analysts

HIGH TARGET

$41 +41.8%

5 analysts

PRICE RANGE

$29.50 - $41.00

SB / B / H / S / SS

1/7/10/1/1

DAILYIQ EST.

$35.03 (+21.1%)

IVZ|Company Info

Sector

Financial Services

Industry

Asset Management

Exchange

NYQ

Country

United States

Website

invesco.com

Symbol

IVZ

Description

Invesco Ltd. is a global investment management firm serving a diverse clientele, including retail and institutional investors, across various asset classes. The company's core business revolves around managing both separate client portfolios and a wide array of investment funds, encompassing equity, fixed income, multi-asset, and commodity strategies. These offerings are available through mutual funds, exchange-traded funds (ETFs), and private funds, providing investors with flexible access to global markets. Invesco strategically allocates capital across public equity and fixed income markets, employing both quantitative analysis and diverse investment strategies, and typically targets investments in the $5 million to $15 million range. Founded in 1935, the firm is headquartered in Atlanta, Georgia, with an additional office in Hamilton, Bermuda.

IVZ|Insider Trading

Bought (1Y)

0 shares

Sold (1Y)

509,525 shares

$15.3M

WOOD PHOEBE A-

Sell3,000 shares2026-09-11

Lo Andrew Tak ShingSenior Managing Director

Sell100,840 shares2026-09-09

Butcher StephanieSenior Managing Director

Sell45,095 shares2026-09-09

Lo Andrew Tak ShingSenior Managing Director

Sell42,530 shares2026-09-08

DUKES LAURA ALLISONChief Financial Officer

Gift7,600 shares2026-09-04

IVZ|Fundamentals

Neutral / mixed

Overall: Neutral

✓Revenue growing year over year

✕Negative net margin

✓Positive operating cash flow

Net Margin

-2.7%

Revenue CAGR

2.8%

Current Ratio

1.44x

Debt / Equity

0.15x

Return on Equity

-1.4%

IVZ|Earnings Snapshot

Earnings Summary

Invesco Ltd. is a global investment management firm headquartered in Atlanta, Georgia, offering a broad spectrum of equity, fixed‑income, multi‑asset, and commodity strategies through mutual funds, ETFs, and private funds, serving both retail and institutional investors. Operating within the financial services sector, the company focuses on fee‑based asset management and capital allocation across public markets. In the most recent quarters, Invesco’s earnings per share (EPS) and revenue trends show a mixed pattern: Q4 2024 EPS of $0.52 beat the $0.47434 estimate while revenue of $1.1572 billion matched the estimate; Q1 2025 EPS of $0.44 exceeded the $0.38626 estimate with revenue of $1.1087 billion; Q2 2025 EPS fell short at $0.36 versus the $0.40312 estimate, though revenue remained near $1.1046 billion; Q3 2025 EPS surged to $0.61 above the $0.44288 estimate with revenue of $1.1863 billion; Q4 2025 EPS of $0.62 slightly outpaced the $0.5848 estimate and revenue of $1.2589 billion was just below the $1.2648 billion estimate; Q1 2026 EPS of $0.57 fell marginally below the $0.57701 estimate with revenue of $1.2643 billion versus the $1.2687 billion estimate; Q2 2026 EPS of $0.71 trailed the $0.76102 estimate while revenue of $1.3291 billion exceeded the $1.3243 billion estimate. This pattern indicates that Invesco has consistently beat EPS estimates in four of the last six quarters, while revenue has hovered near or slightly below forecasts, reflecting stable top‑line growth amid fee‑pressure dynamics. Historically, the firm has maintained a steady year‑over‑year revenue growth trajectory, with EPS showing occasional volatility; the company has frequently outperformed analyst expectations on earnings, even when revenue growth decelerated, underscoring resilient profitability. Recent news highlights a 155.5% share‑price gain over three years and a 1.9x price‑to‑sales ratio, signaling investor confidence in fee‑to‑cash‑flow conversion and cost control. Additionally, a modest 0.9% decline in assets under management to $2.538 trillion was noted, driven by net long‑term outflows and market‑return losses, while record net long‑term inflows of $45.1 billion in Q2 FY2026 and higher operating margins were reported, suggesting improved cost efficiency.

Read full report

EPS

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$0.74	-	-
Q2'26	$0.76	$0.71	-6.7%
Q1'26	$0.58	$0.57	-1.2%
Q4'25	$0.58	$0.62	+6.0%
Q3'25	$0.44	$0.61	+37.7%
Q2'25	$0.40	$0.36	-10.7%

Revenue

EstBeatMiss

Qtr	Est	Actual	+/−
Q3'26	$1.4B	-	-
Q2'26	$1.3B	$1.3B	+0.4%
Q1'26	$1.3B	$1.3B	-0.3%
Q4'25	$1.3B	$1.3B	-0.5%
Q3'25	-	$1.2B	-
Q2'25	-	$1.1B	-

Full Earnings BreakdownEstimates, actuals, guidance, and historical context

→

IVZ|Monthly Returns

Market Data

IVZ Stock Snapshot

BEARISH9/100

$28.57−$0.35 (1.2%)

Market cap: 12.90B
Day range: $28.57 – $29.15
News sentiment: 40/100 · Bearish
Analyst target: $34.75 (+21.6%)
Consensus: Hold · 20 analysts

52-week range+38.2% off low · -16.0% from high

$20.67$34.00

Price $28.57 DailyIQ Est. $35.03

The chart on IVZ has not stabilised: price is in the middle of its 52-week range and the trend is still down. Sector peers are worth watching - large caps in Financial Services tend to move together on rotation.

Behaviour On Record

What IVZ's own history says about today's numbers

Realized volatility (21d): 22.0% 22nd pct
Below its peak: -30.9%
vs 200-day average: +3.5%
Up days (1y): 53%

Invesco Ltd. is currently running 22.0% annualised volatility over the last 21 sessions. Measured against IVZ's own 13 years of daily returns rather than a market-wide average, that is the 22nd percentile — unusually subdued by its own history, against a typical reading of 30.2%. The distinction matters because a number that looks calm for one stock is turbulent for another, and the absolute figure on its own tells you neither.

IVZ is trading -30.9% below its running peak. Across 12 full years on file, its median worst-drawdown-in-a-year was -30.3%, and the deepest was -64.4% in 2020. The current drawdown is already deeper than this stock's typical annual low point, which puts it in the part of its range where past recoveries began — and where past declines also continued.

Price sits +3.5% from its 200-day moving average. Against every other day in its history, that gap ranks at the 63rd percentile — a somewhat wider gap than its own norm. Over the past year IVZ closed higher on 53% of sessions, and it is currently 5 sessions into a falling streak.

On October specifically: over 13 years of records, IVZ finished the month higher 10 of 13 times, with a median return of +3.4% and an average of +1.7%. Its strongest month historically has been July at +4.4% on average, its weakest February at -1.8%. Seasonality is a weak signal on its own — a decade is a small sample and regimes change — but it is a real distribution rather than a rule of thumb.

Overnight risk is measurable too: IVZ has opened more than 2% away from the prior close in 243 of 3,267 sessions (7.4% of the time), with the largest gaps running +10.4% and -9.8%. For anyone holding through an event, that rate is a better guide to overnight exposure than the intraday range.

Across the last 3 dated reports on file, IVZ moved an average of 2.1% in the session after earnings, closing higher 2 of those 3 times, with a median move of +0.5% and a largest of -4.6%.

All figures computed from 3,268 daily closes between 2013-10-15 and 2026-10-13, split-adjusted, recomputed daily. Percentiles are against IVZ's own 13-year history, not a peer group or index.

Sector Rotation

Is money rotating into or out of IVZ's sector?

Invesco Ltd. sits in the Financials sector, currently ranked 12th of 12 GICS sectors by relative-strength rotation score (improving).

Sector rank: #12 of 12
Sector state: Improving
Sector rotation score: 0

Options Market

What is the options market pricing for IVZ?

CallsPuts

For Invesco Ltd.'s nearest expiry (2026-10-16, 2 days out), open interest is call-heavy, a bullish tilt (put/call ratio of 0.37), with at-the-money implied volatility around 1.6%. The options market is pricing roughly a ±0.1% move by that expiry — a range of about $28.89–$28.95.

Put/call ratio (2026-10-16): 0.37
ATM implied volatility: 1.6%
Total open interest: 5,904
Expected move by 2026-10-16: ±0.1% ($28.89–$28.95)

Analyst Rating Changes

Are analysts turning bullish or bearish on IVZ?

BMO Capital most recently reiterated its rating on Invesco Ltd. to Outperform on Oct 13, 2026 with a price target of $36 (from $34). Over the last 90 days, coverage has run 0 upgrades against 0 downgrades, a net mixed lean.

Latest action: BMO Capital — Outperform
90-day upgrades: 0
90-day downgrades: 0
Net rating momentum: 0

Date	Firm	Action	Rating	Price target
Oct 13, 2026	BMO Capital	Maintained	Outperform	$34 → $36
Oct 12, 2026	TD Cowen	Maintained	Buy	$39 → $38
Oct 9, 2026	Evercore ISI Group	Maintained	In-Line	$37 → $34
Oct 9, 2026	RBC Capital	Maintained	Outperform	$35 → $36
Sep 25, 2026	Morgan Stanley	Maintained	Equal-Weight	$30 → $31
Sep 9, 2026	Evercore ISI Group	Maintained	In-Line	$35 → $37
Aug 13, 2026	TD Cowen	Maintained	Buy	$37 → $39
Aug 10, 2026	Evercore ISI Group	Maintained	In-Line	$33 → $35
Jul 29, 2026	JP Morgan	Maintained	Neutral	$29 → $30
Jul 29, 2026	RBC Capital	Maintained	Outperform	$33 → $35
Jul 29, 2026	Barclays	Maintained	Equal-Weight	$31 → $32
Jul 23, 2026	RBC Capital	Maintained	Outperform	$31 → $33

Peers & ETF holders

IVZ peers & ETF holders

Asset ManagementMarket cap · today

Top ETF holdersWeight

News Sentiment Analysis

Sentiment gathered from recent headlines

40/100

Strong NegativeNeutralStrong Positive

BEARISH

Recent News Coverage

Most recent articles, ranked by recency (click to expand).

10+ articles

What did this article say?

Invesco reported September assets under management of US$2,537.8 billion, down 0.9% from August after long‑term outflows of US$1.1 billion and money‑market withdrawals of US$5.7 billion. Share price fell 1.93% in the last day, 3.75% over the week, and 8.58% over the month, indicating a weakening short‑term trend. Long‑term shareholders have still earned a 35.5% total shareholder return over the year, but the recent pressure on AUM and price has attracted bearish commentary.

What did this article say?

Invesco (IVZ) has achieved a 155.5% share price increase over the past three years, prompting analysts to question whether the current price reflects the firm’s ability to generate excess returns on its capital. The company’s efficient fee‑to‑cash‑flow conversion and tight cost control are highlighted as key drivers of its attractive equity returns. A 1.9x price‑to‑sales ratio suggests a different valuation narrative, raising the possibility that IVZ may be undervalued relative to its performance. The analysis encourages investors to compare IVZ’s excess‑return profile with other high‑quality undervalued peers.

What did this article say?

Invesco (IVZ) was highlighted as a potential high-growth dividend stock for income investors. The article noted the company’s current dividend of $0.22 per share, translating to a 2.86% yield, slightly above the industry average of 2.93% and well above the S&P 500’s 1.45%. It emphasized that dividends contribute significantly to long-term returns, positioning IVZ as a favorable option for investors seeking consistent cash flow. No material corporate action or guidance change was reported, suggesting a mild positive outlook rather than a decisive catalyst.

What did this article say?

Evercore ISI Group analyst Glenn Schorr maintained an in‑line rating for Invesco (IVZ) but cut the price target from $37 to $34. The downgrade reflects a reassessment of the company’s valuation relative to peers. The move suggests a modest negative outlook for the stock, though the rating remains unchanged.

What did this article say?

Invesco (IVZ) announced that its assets under management fell 0.9% to $2.538 trillion at September 30, driven by net long‑term outflows of $1.1 billion and money‑market outflows of $5.7 billion. Market‑return losses of $16 billion and foreign‑exchange impacts of $2.7 billion contributed to the decline, partially offset by $900 million of reinvested distributions. The preliminary quarterly average AUM was $2.510 trillion. The drop reflects short‑term market volatility rather than a fundamental shift in the firm’s strategy.

What did this article say?

RBC increased its price target for Invesco (IVZ) to $36 from $35 while keeping an outperform rating. The bank cited Invesco’s strong earnings outlook and robust asset‑management growth as reasons for the upgrade. The revised target reflects confidence in the company’s ability to sustain higher fee‑based revenue streams. The move is expected to support investor sentiment and could influence future valuation multiples. Overall, the adjustment signals a positive view of Invesco’s near‑term prospects.

What did this article say?

Invesco Ltd. (IVZ) disclosed preliminary month‑end assets under management of $2,537.8 billion, down 0.9% from the prior month. Net long‑term outflows of $1.1 billion and money‑market outflows of $5.7 billion contributed to the decline, while unfavorable market returns and FX movements reduced AUM by $18.7 billion. The company noted partial offsetting gains, but the overall impact was modest and reflected broader market conditions.

Technical Analysis

Real-time indicators across multiple timeframes

BEARISH

Momentum rank against about 1,000 stocks and ETFs for this timeframe.

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Institutional & Hedge Fund Ownership

6 tracked managers · $47.53M combined position · 2 adding, 4 trimming, 0 unchanged (latest 13F filings)

Manager	Trend	Shares Held	% of Co.	Position Value	Filed
Trian Fund Management, L.P.	▼ Sell	1,625,472	0.36%	$42.90M	2026-08-12
Schonfeld Strategic Advisors LLC	▼ Sell	95,061	0.02%	$2.51M	2026-08-14
Graham Capital Management, L.P.	▲ Buy	43,197	0.01%	$1.14M	2026-08-14
Brevan Howard Capital Management LP	▲ New	37,483	0.01%	$989.2K	2026-08-14
Winton Group Ltd	▼ Sold out	0	0.00%	$0	2026-08-07
Ancora Advisors LLC	▼ Sold out	0	0.00%	$0	2026-08-14

Q2 2026 flow:62.4K sh bought ($1.65M)1.79M sh sold ($46.79M)net -1.73M sh (−$45.15M)

Congressional Trading Activity

12 disclosed trades · ~$413.0K est. traded value · 7 buys, 5 sells

Member	Chamber	State	Type	Amount	Traded	Filed
Kevin Hern	House	OK01	▼ Sell	$15K - $50K	2026-03-17	2026-04-03
Gilbert Cisneros	House	CA31	▼ Sell	$1K - $15K	2026-02-10	2026-03-09
Gilbert Cisneros	House	CA31	▲ Buy	$1K - $15K	2026-01-09	2026-02-13
Rob Bresnahan	House	PA08	▼ Sell	$1K - $15K	2025-04-08	2025-04-28
Gary Peters	Senate	MI	▼ Sell	$1K - $15K	2024-10-17	2024-11-14
John Hoeven	Senate	ND	▲ Buy	$50K - $100K	2019-11-05	2019-11-20
John Hoeven	Senate	ND	▲ Buy	$50K - $100K	2019-03-22	2019-04-09
John Hoeven	Senate	ND	▼ Sell	$15K - $50K	2018-12-27	2019-01-11
John Hoeven	Senate	ND	▲ Buy	$50K - $100K	2016-06-28	2016-07-12
Gary Peters	Senate	MI	▲ Buy	$1K - $15K	2016-05-24	2016-06-22
John Hoeven	Senate	ND	▲ Buy	$50K - $100K	2016-03-07	2016-03-25
Gary Peters	Senate	MI	▲ Buy	$1K - $15K	2015-09-10	2015-09-28