IVZ 📈 Invesco - Overview

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

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

Invesco Ltd. is a global investment management company that offers a wide range of services to various clients, including retail, institutional, and high-net-worth individuals, as well as public entities, corporations, and non-profit organizations. The firm's client base is diverse, and it provides customized investment solutions to meet their specific needs. Its services include managing separate client-focused equity and fixed income portfolios, which are designed to help clients achieve their investment objectives. In addition to its portfolio management services, Invesco Ltd. also launches and manages various types of investment funds, including mutual funds, exchange-traded funds (ETFs), and private funds.

The firm's investment approach is based on a thorough analysis of the global markets, and it invests in a variety of asset classes, including public equity and fixed income markets, as well as alternative markets such as commodities and currencies. For its equity investments, Invesco Ltd. focuses on growth and value stocks of large-cap, mid-cap, and small-cap companies, which are selected based on their potential for long-term growth and returns. Its fixed income investments include a range of securities, such as convertibles, government bonds, municipal bonds, treasury securities, and cash, as well as short-term and intermediate-term bonds, investment-grade and high-yield bonds, and taxable and tax-free bonds.

Invesco Ltd. also employs various investment strategies, including absolute return, global macro, and long/short strategies, which are designed to help clients achieve their investment objectives while managing risk. The firm uses quantitative analysis to make its investment decisions, which involves the use of advanced statistical models and techniques to analyze market data and identify investment opportunities. With a history dating back to 1935, Invesco Ltd. has established itself as a leading investment management company, with a strong presence in the global financial markets and a reputation for delivering high-quality investment solutions to its clients.

As a publicly traded company listed on the New York Stock Exchange (NYSE) under the ticker symbol IVZ, Invesco Ltd. is committed to transparency and accountability in its operations and financial reporting. The firm is headquartered in Atlanta, Georgia, with an additional office in Hamilton, Bermuda, and its website can be accessed at https://www.invesco.com. With an ISIN of BMG491BT1088 and a GICS Sub Industry classification of Asset Management & Custody Banks, Invesco Ltd. is a common stock that is widely traded by investors seeking to benefit from its investment management expertise and global reach.

Additional Sources for IVZ Stock

IVZ Stock Overview

Market Cap in USD 7,542m
Sector Financial Services
Industry Asset Management
GiC Sub-Industry Asset Management & Custody Banks
IPO / Inception 1995-08-24

IVZ Stock Ratings

Growth 5y 20.1%
Fundamental -17.7%
Dividend 49.6%
Rel. Strength Industry -79.7
Analysts 3.12/5
Fair Price Momentum 16.96 USD
Fair Price DCF 67.19 USD

IVZ Dividends

Dividend Yield 12m 4.70%
Yield on Cost 5y 5.62%
Annual Growth 5y -8.52%
Payout Consistency 95.2%

IVZ Growth Ratios

Growth Correlation 3m 43.9%
Growth Correlation 12m 61.5%
Growth Correlation 5y 14.2%
CAGR 5y 3.62%
CAGR/Mean DD 5y 0.12
Sharpe Ratio 12m 0.10
Alpha -32.06
Beta 1.42
Volatility 46.04%
Current Volume 8594.8k
Average Volume 20d 3379k
What is the price of IVZ stocks?
As of December 21, 2024, the stock is trading at USD 17.33 with a total of 8,594,800 shares traded.
Over the past week, the price has changed by -3.94%, over one month by -0.46%, over three months by +2.12% and over the past year by +6.68%.
Is Invesco a good stock to buy?
Neither. Based on ValueRay Fundamental Analyses, Invesco is currently (December 2024) neither a good nor a bad stock to buy. It has a ValueRay Fundamental Rating of -17.65 and therefor a neutral outlook according to the companies health.
Based on ValueRays Analyses, Dividends and Discounted-Cash-Flow, the Fair Value of IVZ as of December 2024 is 16.96. This means that IVZ is currently overvalued and has a potential downside of -2.14%.
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 18.4 in December 2025. The stock is currently trading at 17.33. This means that the stock has a potential upside of +5.94%.
Issuer Forecast Upside
Wallstreet Target Price 19 9.5%
Analysts Target Price 15.9 -8%
ValueRay Target Price 18.4 5.9%