(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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
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
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% |