DailyIQ
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Sector:Financial ServicesAll sectors
Last updated 1 hour ago

IVZ·Invesco Ltd.

$.
+. (+.%)
High
$27.66
Open
$27.31
Market Cap
11.99B
52W High
$29.61
Low
$27.21
P. Close
$27.05
P/E
-
52W Low
$14.10
Fwd P/E
44.07
Mean Target
-
Technical Score (1D)
95
BUY
News Sentiment
48
MIXED
The Invesco S&P SmallCap 600 Pure Value ETF (RZV) and the Invesco RAFI US 1000 ETF (PRF) are being highlighted for investor consideration. These ETFs offer exposure to distinct segments of the US equity market, with RZV focusing on small-cap value companies and PRF utilizing the RAFI US 1000 methodology. Recent analyses provide style box breakdowns for both RZV and PRF, aiming to help investors understand the investment characteristics and market positioning of their underlying holdings. RZV specifically targets companies with market capitalizations below $2 billion, often exhibiting lower P/E and P/B ratios, and carries a 0.35% expense ratio. Investors should monitor how these style box analyses influence investor perception and flows into these specific Invesco offerings within their respective market segments.
Earnings Summary
Invesco Ltd. is a global investment management firm that manages assets for both retail and institutional investors across a wide range of strategies, including equity, fixed income, and multi-asset. As a key player in the Financial Services sector's Asset Management industry, Invesco offers its products through mutual funds, ETFs, and private funds, with a focus on managing separate client portfolios and investment funds. The company, founded in 1935, operates globally with headquarters in Atlanta, Georgia. Invesco's recent quarterly performance shows a mixed but generally positive trend in earnings, with actual EPS of $0.57 in Q1 2026 and $0.62 in Q4 2025, following $0.61 in Q3 2025 and a dip to $0.36 in Q2 2025. Revenue has shown consistent growth, with Q1 2026 actual revenue at $1.2643 billion and Q4 2025 at $1.2589 billion, building on $1.1863 billion in Q3 2025. The company has demonstrated a pattern of beating analyst EPS estimates in three of the last four reported quarters, including Q4 2025, Q3 2025, and Q1 2025, with Q2 2025 being a miss. Historically, Invesco has shown a trajectory of revenue growth, with recent quarters indicating an acceleration. Recent news indicates that Invesco's affiliates are set to hold a majority stake in STG Logistics following the company's Chapter 11 reorganization plan approval, which reduces debt significantly. Invesco also reported an 8.3% increase in assets under management (AUM) for April, reaching $2.34 trillion, driven by net inflows and market returns. However, concerns have been raised regarding Baldwin Insurance Group (IVZ) as an unprofitable entity with a negative operating margin. Looking ahead, investors will monitor Invesco's AUM growth and its impact on profitability, the strategic insights from the CEO at the upcoming Bernstein conference, and the company's ability to address profitability challenges highlighted by the Baldwin Insurance Group situation.

EPS

EstBeatMiss
$0.32$0.41$0.49$0.57$0.66Q1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$0.61 - -
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%
Q1'25$0.39$0.44+13.9%

Revenue

EstBeatMiss
$1.1B$1.1B$1.2B$1.2B$1.3BQ1'25Q2'25Q3'25Q4'25Q1'26Q2'26
QtrEstActual+/−
Q2'26$1.3B - -
Q1'26$1.3B$1.3B-0.3%
Q4'25$1.3B$1.3B-0.5%
Q3'25 - $1.2B -
Q2'25 - $1.1B -
Q1'25 - $1.1B -
Full Earnings BreakdownEstimates, actuals, guidance, and historical context
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Market Data

IVZ Stock Snapshot

IVZ is currently trading at $27.66, giving Invesco Ltd. a market cap of 11.99B. Today's range spans $27.21–$27.66, with shares opening at $27.31 and moving up $0.61 (2.3%) from the prior close. DailyIQ's technical score sits at 95/100 (BUY) with a news sentiment reading of 48/100.

Over the past year IVZ has traded between $14.10 and $29.61 - the current price is +96.2% off the 52-week low and -6.6% from the high.

The earnings revision cycle for Invesco Ltd. (IVZ) may be in an upward phase - large-cap Financial Services names (11.99B market cap) showing bullish technicals (95/100, BUY) alongside neutral sentiment (48/100) often see analyst target increases in the weeks following this kind of dual-signal alignment. Price: $27.66 (in the upper portion of its 52-week range). Range: $14.10–$29.61. The chart frequently leads the fundamental revision, and the chart is bullish.

What makes IVZ's BUY setup (95/100) particularly actionable at 11.99B in Financial Services capitalization is the scale-to-move ratio: large enough to feature on institutional mandates but not so large that the percentage upside is already compressed by index inertia. At $27.66 (in the upper portion of its 52-week range in $14.10–$29.61), with sentiment running neutral at 48/100, the setup rewards conviction-sized positioning more than it does speculative small bets.

Recent News Coverage

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