Key facts, as of
As of September 29, 2026, Invesco Ltd. (IVZ) trades at $30.42, up 32.3% over the past year. Its 52-week range runs from $20.67 to $33.66; the price is 9.6% below that high. It sits 9.6% above its 200-day average of $27.76, the usual sign of a long-term uptrend. Its 30-day volatility is 25.9% annualized, which we rate medium risk. It has a dividend yield of 2.83%.
Cite: Portfolio Terminal, "Invesco Ltd. (IVZ) stock analysis", 2026-09-29. https://portfolio-terminal.com/analyse/ivz
Where it trades today
trading 75% of the way up its 52-week range
How the price has moved
What to weigh before acting
What Matters Now
- Credit quality, deposit stability, and how management navigates the rate cycle usually drive the next rerating.
- IVZ carries a beta of 1.60, which means the stock should be judged on how it affects total portfolio swings, not just on standalone upside.
- IVZ remains in a bearish short-term trend and sits 9.6% below its high, which raises the bar for any thesis that depends on fast multiple expansion.
Portfolio Use Case
- IVZ is more relevant for investors who want some income support alongside price appreciation, not just pure growth exposure.
- This name works better as a satellite or higher-conviction growth position because it can amplify market swings in both directions.
- The stock becomes more useful when paired with an explicit catalyst watchlist, because sector sentiment can shift quickly around policy, rates, or pipeline news.
What Would Change the View
- A recovery in price alone would not be enough to improve the view; the thesis needs confirmation from improving business or valuation signals.
- Volatility is already above the sector norm, so even a correct long-term thesis can be painful if the position size is too aggressive.
- The view would need revisiting if peers such as JPM, BAC, WFC start winning the marginal flow or posting cleaner operating momentum.
Methodology
- Price, market cap, beta, yield, and liquidity fields for IVZ come from Yahoo Finance quote and summary data.
- 30-day volatility is calculated from recent daily returns and annualized using a 252-trading-day convention.
- Sector context uses stored benchmark averages for Financial Services so each page compares the ticker against a stable peer baseline rather than against the whole market.
- Peer comparisons use the Portfolio Terminal coverage set and highlight nearby listed alternatives such as JPM, BAC, WFC.
Sources
- Yahoo Finance quote dataopen →
Live quote, valuation, beta, yield, and volume fields used for IVZ. Last refresh: Sep 29, 2026, 10:33 PM.
- Portfolio Terminal methodologyopen →
Explains how analytics, refresh cadence, and portfolio interpretation work across the product.
- Peer set and coverage context
Comparative context for this page is anchored around nearby tracked names such as JPM, BAC, WFC.
What Invesco Ltd. does
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe.…
Employees
7,405
Industry
Asset Management
Headquarters
Atlanta, United States
What analysts expect
IVZ carries a buy consensus from 13 analysts, with an average price target of $34.04 versus $30.42 today (+11.9%). Targets are estimates and can move quickly after earnings.
Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.
How the business is doing
IVZ generated $6.90B in trailing revenue (20.5% year over year), with a -0.9% net margin, and $1.14B of free cash flow, against $708.60M of net debt.
The numbers, year by year
| Fiscal year | Revenue | Gross profit | Operating income | Net income | EPS | Free cash flow |
|---|---|---|---|---|---|---|
| 2025 | $6.38B | $2.25B | -$695.70M | -$281.70M | -$1.60 | $1.44B |
| 2024 | $6.07B | $2.03B | $832.10M | $774.80M | $1.18 | $1.12B |
| 2023 | $5.72B | $2.01B | -$393.20M | -$96.90M | -$0.73 | $1.14B |
| 2022 | $6.05B | $2.44B | $1.34B | $920.70M | $1.50 | $510.30M |
When it reports next
Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.
How it sits in financial services
Sector covering banks, insurance, asset management, and fintech companies.
The companies it competes with
IVZ beside the financial services names it is usually measured against.
What the chart is saying
Slipped under its 50-day average inside a longer uptrend.
weakening- Price is 3.1% below its 50-day average and 9.6% above its 200-day.
- RSI at 42 is neither stretched nor washed out.
- The nearest ceiling is $31.30 (+2.9%), the nearest floor $29.66 (-2.5%).
A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.
Questions people ask about it
Is IVZ a good buy right now?
Invesco Ltd. operates in the Financial Services sector. Current risk level is Medium based on 25.9% volatility.
Does IVZ pay dividends?
Yes, Invesco Ltd. offers a dividend yield of 2.83%. That is roughly $0.86 per share a year.
How volatile is IVZ?
With 30-day annualized volatility of 25.9% and beta of 1.60, IVZ is classified as Medium risk. Expect larger swings than the broader market during volatile periods.
What is the analyst price target for IVZ?
The average analyst price target for Invesco Ltd. (IVZ) is $34.04 based on 13 analyst estimates, about 11.9% above the current price of $30.42. The published range runs from $29.00 to $39.00.
How much revenue does IVZ generate?
Invesco Ltd. reported $6.90B in trailing twelve-month revenue. Revenue growth is running at 20.5% year over year. Net margin sits at -0.9%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.
Compare IVZ with anything
Five years side by side: what $10,000 became, how far each fell, whether they move together.