(KBWR) Invesco KBW Regional Banking - Ratings and Ratios
Exchange: NASDAQ • Country: USA • Currency: USD • Type: Etf • ISIN: US73937B7120 • Financial
KBWR: Banks, Thrifts, Financial, Institutions, Lenders
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 comprised of companies primarily engaged in U.S. regional banking activities, as determined by the index provider. The underlying index is designed to track the performance of U.S. regional banking and thrift companies that are publicly-traded in the U.S. ‣ Company URL: http://www.invesco.com/us ‣ Domicile: United States
Additional Sources for KBWR ETF
News:
Wall Street Journal
Benzinga
Yahoo Finance
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
KBWR ETF Overview
| Market Cap in USD | 55m |
| Category | Financial |
| TER | 0.35% |
| IPO / Inception | 2011-11-01 |
KBWR ETF Ratings
| Growth 5y | 37.8% |
| Fundamental | - |
| Dividend | 56.0% |
| Rel. Strength Industry | -47.4 |
| Analysts | - |
| Fair Price Momentum | 60.18 USD |
| Fair Price DCF | - |
KBWR Dividends
| Dividend Yield 12m | 2.59% |
| Yield on Cost 5y | 3.63% |
| Annual Growth 5y | 3.10% |
| Payout Consistency | 90.5% |
KBWR Growth Ratios
| Growth Correlation 3m | 5.6% |
| Growth Correlation 12m | 83.3% |
| Growth Correlation 5y | 33.6% |
| CAGR 5y | 6.97% |
| CAGR/Mean DD 5y | 0.38 |
| Sharpe Ratio 12m | 0.60 |
| Alpha | -6.23 |
| Beta | 0.97 |
| Volatility | 30.24% |
| Current Volume | 1.8k |
| Average Volume 20d | 3.7k |
What is the price of KBWR stocks?
As of January 23, 2025, the stock is trading at USD 62.20 with a total of 1,800 shares traded.
Over the past week, the price has changed by +0.50%, over one month by +3.66%, over three months by +8.04% and over the past year by +18.07%.
As of January 23, 2025, the stock is trading at USD 62.20 with a total of 1,800 shares traded.
Over the past week, the price has changed by +0.50%, over one month by +3.66%, over three months by +8.04% and over the past year by +18.07%.
Is Invesco KBW Regional Banking a good stock to buy?
Partly, yes. Based on ValueRay Analyses, Invesco KBW Regional Banking (NASDAQ:KBWR) is currently (January 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 37.83 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of KBWR as of January 2025 is 60.18. This means that KBWR is currently overvalued and has a potential downside of -3.25%.
Partly, yes. Based on ValueRay Analyses, Invesco KBW Regional Banking (NASDAQ:KBWR) is currently (January 2025) ok to buy, but has to be watched. It has a Growth Technical Rating of 37.83 and therefor an somewhat technical positive rating according to historical growth.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of KBWR as of January 2025 is 60.18. This means that KBWR is currently overvalued and has a potential downside of -3.25%.
Is KBWR a buy, sell or hold?
Invesco KBW Regional Banking has no consensus analysts rating.
Invesco KBW Regional Banking has no consensus analysts rating.
What are the forecast for KBWR stock price target?
According to ValueRays Forecast Model, KBWR Invesco KBW Regional Banking will be worth about 66.8 in January 2026. The stock is currently trading at 62.20. This means that the stock has a potential upside of +7.46%.
According to ValueRays Forecast Model, KBWR Invesco KBW Regional Banking will be worth about 66.8 in January 2026. The stock is currently trading at 62.20. This means that the stock has a potential upside of +7.46%.
| Issuer | Forecast | Upside |
|---|---|---|
| Wallstreet Target Price | - | - |
| Analysts Target Price | - | - |
| ValueRay Target Price | 66.8 | 7.5% |