KBWB 📈 Invesco KBW Bank - Overview
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US46138E6288 • Financial
KBWB: Banks, Financials, Lending, Money Centers, Regional Banks, Thrifts
The fund generally will invest at least 90% of its total assets in the securities that comprise the underlying index. The underlying index is a modified-market capitalization-weighted index of companies primarily engaged in U.S. banking activities, as determined by the index provider. The underlying index is designed to track the performance of large national U.S. money centers, regional banks, and thrift institutions that are publicly traded in the U.S. The fund is non-diversified. ‣ Company URL: http://www.invesco.com/us ‣ Domicile: United States
Additional Sources for KBWB ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
KBWB ETF Overview
| Market Cap in USD | 2,785m |
| Category | Financial |
| TER | 0.35% |
| IPO / Inception | 2011-11-01 |
KBWB ETF Ratings
| Growth 5y | 32.8% |
| Fundamental | - |
| Dividend | 51.7% |
| Rel. Strength Industry | 19.4 |
| Analysts | - |
| Fair Price Momentum | 64.81 USD |
| Fair Price DCF | - |
KBWB Dividends
| Dividend Yield 12m | 1.90% |
| Yield on Cost 5y | 2.49% |
| Annual Growth 5y | 2.55% |
| Payout Consistency | 98.9% |
KBWB Growth Ratios
| Growth Correlation 3m | 80.7% |
| Growth Correlation 12m | 96% |
| Growth Correlation 5y | 25.9% |
| CAGR 5y | 5.46% |
| CAGR/Mean DD 5y | 0.25 |
| Sharpe Ratio 12m | 1.36 |
| Alpha | 7.71 |
| Beta | 1.18 |
| Volatility | 40.14% |
| Current Volume | 2862.4k |
| Average Volume 20d | 1645.1k |
What is the price of KBWB stocks?
As of December 22, 2024, the stock is trading at USD 65.53 with a total of 2,862,438 shares traded.
Over the past week, the price has changed by -3.36%, over one month by -4.28%, over three months by +11.53% and over the past year by +39.36%.
As of December 22, 2024, the stock is trading at USD 65.53 with a total of 2,862,438 shares traded.
Over the past week, the price has changed by -3.36%, over one month by -4.28%, over three months by +11.53% and over the past year by +39.36%.
Is Invesco KBW Bank a good stock to buy?
Neither. Based on ValueRay Analyses, Invesco KBW Bank is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 32.81 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of KBWB as of December 2024 is 64.81. This means that KBWB is currently overvalued and has a potential downside of -1.1%.
Neither. Based on ValueRay Analyses, Invesco KBW Bank is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Growth Rating of 32.81 and therefor a technical neutral rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of KBWB as of December 2024 is 64.81. This means that KBWB is currently overvalued and has a potential downside of -1.1%.
Is KBWB a buy, sell or hold?
Invesco KBW Bank has no consensus analysts rating.
Invesco KBW Bank has no consensus analysts rating.
What are the forecast for KBWB stock price target?
According to ValueRays Forecast Model, KBWB Invesco KBW Bank will be worth about 72.5 in December 2025. The stock is currently trading at 65.53. This means that the stock has a potential upside of +10.59%.
According to ValueRays Forecast Model, KBWB Invesco KBW Bank will be worth about 72.5 in December 2025. The stock is currently trading at 65.53. This means that the stock has a potential upside of +10.59%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 72.5 | 10.6% |