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No complete published report is available for Invesco Ltd. (IVZ) on this page. Market-directory data, when present, is not a substitute for a reviewed stock analysis.

IVZ Stock Analysis, Forecast & Valuation

Market cap	13.3B
Revenue (ttm)	6.6B
Net income (ttm)	-667M
EPS (ttm)	-$1.48
Shares out	443.3M
P/E (forward)	10.2x
Dividend	$0.86 (2.86%)
Volume	7,345,987
Beta	1.60

Price target	$31.6	+4.9%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AXP	American Express Company	223.9B	20.1x	3.2x	11.9%	+13.2%	+7.8%	Reduce
BAC	Bank of America Corporation	428.6B	14.1x	3.8x	—	+5.6%	+29.4%	Reduce
BK	The Bank of New York Mellon Corporation	—	—	—	—	—	—	Reduce

All IVZ indicators

Market & fundamental data

Available fields

274

Groups with data

Currency

USD

Showing 274 of 274 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0000914208
Company name	Invesco Ltd.
Country	United States
Country code	US
Cusip	G491BT108
Employees	7,499
Employees Change	-1,009%
Employees Change Percent	-11.86
Enterprise value	$14.5B
Exchange	NYSE
Financial currency	USD
First seen	2026-05-09
In Index	SP500
Industry	Asset Management
Industry PE	31.1
Industry PE Fwd	14.32
IPO Date	1995-08-24
Isin	BMG491BT1088
Last refreshed	2026-07-28
Market cap	$13.3B
Market cap category	Large-Cap
Price	$30.11
Price currency	USD
Rev Per Employee	879,103.88x
Sector	Financials
Sector PE	17.08
Sector PE Fwd	14.39
Sic	6282
Symbol	IVZ
Website	https://www.invesco.com/corporate/en/home.html

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	-5%
EV Sales Forward	2.58x
EV/EBIT	53.55x
EV/EBITDA	34.67x
EV/FCF	8.3x
EV/Sales	2.2x
FCF yield	13.09%
Forward P/E	10.25x
P/B ratio	1.37x
P/S ratio	2.02x
PE Ratio10 Y	12.05x
PE Ratio5 Y	11.12x
PEG ratio	0.47x
PS Forward	2.37x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	16.51%
EBITDA Margin	25.51%
FCF margin	26.51%
Gross margin	28.92%
Gross Profit	$1.9B
Gross Profit Growth	8.23%
Gross Profit Growth Q	19.04%
Gross Profit Growth3 Y	3.17%
Gross Profit Growth5 Y	0.39%
Net Income	$-667M
Net Income Growth Q	16.63%
Net Income Growth Quarters	1%
Net Income Growth Years	0%
Pretax Margin	-6.43%
Profit Margin	-3.69%
Profit Per Employee	$-88,945
Profitable Quarters	$1
ROA	2.68
Roa5y	2.48
ROCE	1.09
ROE	-1.54
Roe5y	4.09
ROIC	8.25
Roic5y	6.18

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	5.25%
Cagr15y	5.9%
Cagr1y	42.93%
Cagr20y	5.95%
Cagr3y	28.04%
Cagr5y	8.21%
Div CAGR10	-2.51%
Div CAGR3	3.48%
Div CAGR5	5.88%
EPS Growth Q	35
EPS Growth Quarters	1
EPS Growth Years	0
FCF Growth	60.56%
FCF Growth3 Y	31.26%
FCF Growth5 Y	8.46%
OCF Growth	57.14%
OCF Growth10 Y	5.4%
OCF Growth3 Y	22.99%
OCF Growth5 Y	7.32%
Revenue Growth	7.7x
Revenue Growth Q	14.08x
Revenue Growth Quarters	9x
Revenue Growth Years	2x
Revenue Growth3 Y	4.14x
Revenue Growth5 Y	1.21x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.24
Assets	$26.8B
Cash	$806.9M
Current Assets	$1.7B
Current Liabilities	$2.1B
Debt	$2B
Debt EBITDA	$4.7
Debt Equity	$0.15
Debt FCF	$1.13
Equity	$13.3B
Interest Coverage	2.76
Liabilities	$13.6B
Long Term Assets	$25.1B
Long Term Liabilities	$11.5B
Net Cash	$-1.2B
Net Cash By Market Cap	$-8.69
Net Debt EBITDA	$2.77
Net Debt Equity	$0.09
Net Debt FCF	$0.66
Tangible Book Value	$-2.6B
Tangible Book Value Per Share	$-5.84
WACC	11.86

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	0.82
Net Working Capital	$-1.2B
Quick ratio	0.82
Working Capital	$-371.6M
Working Capital Turnover	$-10.87

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	1.24%
Dividend Growth	2.42%
Dividend Growth Years	4%
Dividend per share	$0.86
Dividend Years	20
Dividend Yield	2.86%
Ex Div Date	2026-05-15
Last Dividend	$0.22
Payout Frequency	Quarterly

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	66.74%
1Y total return	42.89%
200-day SMA	26.02
3Y total return	109.94%
50-day SMA	28.04
50-day SMA vs 200-day SMA	50over200
5Y total return	48.34%
All Time High	51.1
All Time High Change	-41.08%
All Time High Date	2000-11-03
All Time Low	6.28
All Time Low Change	379.84%
All Time Low Date	1995-09-08
ATR	0.92
Beta	1.6
Beta1y	1.37
Beta2y	1.33
Ch YTD	14.62
High	30.63
High52	31.02
High52 Date	2026-07-16
High52ch	-2.93%
Low	29.65
Low52	20.08
Low52 Date	2025-08-01
Low52ch	49.95%
Ma50ch	7.37%
Premarket Change Percent	1.24
Premarket Price	$30.3
Premarket Volume	1,113
Price vs 200-day SMA	15.7%
RSI	60.63
RSI Monthly	67.43
RSI Weekly	63.65
Sharpe ratio	1.18x
Sortino ratio	1.9
Total Return	4.1%
Tr YTD	16.45
Tr15y	136.4%
Tr1m	15.1%
Tr1w	1.52%
Tr3m	18.95%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	13
Analyst Count Top	8
Analyst Price Target Top	$31.29
Analyst Ratings	Buy
Analyst Ratings Top	Buy
Earnings EPS Estimate	$0.62
Earnings EPS Estimate Growth	72.22
Earnings Revenue Estimate	1,277,895,448x
Earnings Revenue Estimate Growth	15.65x
Operating Income	$1.2B
Operating Income Growth	7.62
Operating Income Growth Q	20.16
Operating Income Growth3 Y	2.77
Operating Income Growth5 Y	-1.45
Operating margin	17.9
Price target	$31.58
Price Target Change	$4.88
Price Target Change Top	$3.92

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	358,228,445%
Float Percent	80.81%
Net Borrowing	997,700,000
Shares Insiders	0.72%
Shares Institutions	78.45%
Shares Out	443,296,629
Shares Qo Q	-0.02%
Shares Yo Y	-1.24%
Short Float	5.44%
Short Ratio	3.62
Short Shares	4.39

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$1.6B
Adjusted OCF	1,723,700,000
Average Volume	4,566,901.5x
Bv Per Share	21.98
CAPEX	$-75.1M
Ch10y	6.13
Ch15y	30.69
Ch1m	15.1
Ch1w	1.52
Ch1y	38.06
Ch20y	60.42
Ch3m	18.03
Ch3y	83.15
Ch5y	20.1
Ch6m	5.17
Change	0.6%
Change From Open	-0.92
Close	29.93
Days Gap	1.54
Depreciation Amortization	147,600,000
Dollar Volume	221,187,668.6
Earnings Date	2026-07-28
Earnings Time	bmo
EBIT	$270.9M
EBITDA	$418.5M
EPS	$-1.48
F Score	6
FCF	$1.7B
FCF EV Yield	12.04x
FCF Per Share	$3.94
Financing CF	-407,500,000
Fiscal Year End	December
Founded	1,935
Goodwill	8,415,900,000
Income Tax	$-201.1M
Investing CF	-1,615,600,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-07-28
Last Report Date	2026-03-31
Last Split Date	2000-11-08
Last Split Type	Forward
Last10k Filing Date	2026-02-24
Ma150	26.68
Ma150ch	12.85%
Ma20	28.69
Ma20ch	4.94%
Net CF	-167,300,000
Next Earnings Date	2026-10-27
Open	30.39
Optionable	Yes
P FCF Ratio	7.64
P FCF Ratio SBC	8.1
P OCF Ratio	7.32
P OCF Ratio SBC	7.74
Payment Date	2026-06-02
Position In Range	46.94
Post Close	30.11
Postmarket Change Percent	0.93
Postmarket Price	$30.39
Ppne	364,900,000
Pre Close	29.93
Price Date	2026-07-27
Price EBITDA	$31.89
Relative Volume	1.61x
Revenue	6,592,400,000x
SBC By Revenue	1.5x
Share Based Comp	98,800,000
Tax By Revenue	-3.05x
Tr20y	217.69%
Tr6m	6.85%
Us State	Georgia
Volume	7,345,987
Z Score	1.11

Invesco Ltd. (IVZ)

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