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
Tweets: X Stocktwits
Fund Manager Positions: Dataroma Stockcircle
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 |
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%.
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%.
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 18.4 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% |