(IVZ) Invesco - Ratings and Ratios

Exchange: NYSE • Country: United States • Currency: USD • Type: Common Stock • ISIN: BMG491BT1088

IVZ: Mutual Funds, Exchange-Traded Funds, Private Funds, Equity, Fixed Income

Invesco Plc (NYSE:IVZ) stands as a pivotal player in the global investment management landscape, offering a diverse array of financial services and products tailored to a broad spectrum of clients. From retail investors to institutional investors, high-net-worth individuals, and sovereign wealth funds, Invescos client base reflects the complexity and scale of modern financial markets. Their expertise extends beyond traditional equity and fixed-income portfolios, encompassing mutual funds, exchange-traded funds (ETFs), and private funds, each designed to meet specific investor needs and risk tolerances.

The firms investment approach is both multifaceted and strategic, blending quantitative analysis with alternative investment strategies such as commodities and currencies. Their equity investments span large-cap, mid cap, and small cap companies, employing both growth and value strategies. On the fixed-income side, Invesco diversifies across convertibles, government and municipal bonds, and structured securities, ensuring a robust approach to yield and risk management.

Headquartered in Atlanta, Georgia, with an additional office in Hamilton, Bermuda, Invescos global presence is complemented by a rich history dating back to 1935. The firms evolution is marked by strategic name changes, reflecting its growth and adaptation to market dynamics. For more insights, visit their website at https://www.invesco.com.

Financially, Invescos market capitalization stands at $8,588.17M USD, with a price-to-earnings (P/E) ratio of 16.30 and a forward P/E of 10.08, indicating expectations of future growth. The price-to-book (P/B) ratio of 0.79 and price-to-sales (P/S) ratio of 1.46 provide investors with key metrics to assess valuation and operational efficiency.

Additional Sources for IVZ Stock

IVZ Stock Overview

Market Cap in USD 8,288m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 1995-08-24

IVZ Stock Ratings

Growth 5y 29.9%
Fundamental -31.2%
Dividend 60.1%
Rel. Strength Industry -9.45
Analysts 3.12/5
Fair Price Momentum 15.59 USD
Fair Price DCF 17.52 USD

IVZ Dividends

Dividend Yield 12m 3.65%
Yield on Cost 5y 4.57%
Annual Growth 5y 1.01%
Payout Consistency 95.3%

IVZ Growth Ratios

Growth Correlation 3m 29.4%
Growth Correlation 12m 85%
Growth Correlation 5y 11.4%
CAGR 5y 5.36%
CAGR/Max DD 5y 0.09
Sharpe Ratio 12m 0.55
Alpha -1.75
Beta 0.97
Volatility 33.49%
Current Volume 3270k
Average Volume 20d 4809k
What is the price of IVZ stocks?
As of February 22, 2025, the stock is trading at USD 17.48 with a total of 3,270,008 shares traded.
Over the past week, the price has changed by -5.51%, over one month by +1.01%, over three months by -0.02% and over the past year by +17.75%.
Is Invesco a good stock to buy?
Probably not. Based on ValueRay Fundamental Analyses, Invesco (NYSE:IVZ) is currently (February 2025) not a good stock to buy. It has a ValueRay Fundamental Rating of -31.23 and therefor a somewhat negative outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IVZ as of February 2025 is 15.59. This means that IVZ is currently overvalued and has a potential downside of -10.81%.
Is IVZ a buy, sell or hold?
Invesco has received a consensus analysts rating of 3.12. Therefor, it is recommend to hold IVZ.
  • Strong Buy: 2
  • Buy: 0
  • Hold: 14
  • Sell: 0
  • Strong Sell: 1
What are the forecast for IVZ stock price target?
According to ValueRays Forecast Model, IVZ Invesco will be worth about 18.7 in February 2026. The stock is currently trading at 17.48. This means that the stock has a potential upside of +7.04%.
Issuer Forecast Upside
Wallstreet Target Price 19.8 13.4%
Analysts Target Price 19 8.6%
ValueRay Target Price 18.7 7%