IQI
NEUTRALAt a glance
Key valuation, profitability, growth, and risk metrics.
AI Analysis
AI-powered fundamental assessment
Key Strengths
Key Risks
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Graham Number N/A; valuation is driven by Net Asset Value (NAV).
- P/B of 1.00 suggests no premium or discount to NAV
- High Price/Sales ratio (12.68)
Growth rates are negligible, typical for a municipal income trust.
- Recent 1-month price uptick (+5.7%)
- Minimal revenue growth (1%)
- Bearish technical trend
Recent recovery after a long period of stagnation.
- Strong 1-year return (+12.6%)
- Positive 3-year trend (+22.4%)
- Flat 5-year performance (+0.5%)
Altman Z-Score N/A; health is stable but lacks profitability.
- Current ratio 2.43
- Piotroski F-Score 4/9
- Negative profit margins
- Negative ROE (-5.02%)
High yield is offset by the risk of capital erosion.
- High absolute yield (7.74%)
- Payout ratio exceeds 187%
- Dividends not covered by earnings
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for IQI and closest competitors.
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
IQI
Invesco Quality Municipal Income Trust
Primary
|
+0.5% | +22.4% | +12.6% | +0.8% | +5.7% | -1.1% |
|
ACNB
ACNB Corporation
Peer
|
+114.0% | +74.0% | +24.0% | +13.8% | +5.3% | -1.8% |
|
GUG
Guggenheim Active Allocation Fund
Peer
|
+17.1% | +47.0% | +14.8% | +2.6% | +6.0% | -0.1% |
|
DIAX
Nuveen Dow 30 Dynamic Overwrite Fund
Peer
|
+22.8% | +23.6% | +3.2% | -2.5% | -8.7% | +0.5% |
|
IFN
Aberdeen India Fund, Inc.
Peer
|
+11.8% | +8.0% | -15.2% | -16.9% | +8.6% | -2.3% |
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Valuation Metrics
Key valuation ratios and pricing indicators
Profitability
Profit margins and return metrics
Growth
Revenue and earnings growth rates
Financial Health
Balance sheet strength and liquidity metrics
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q3 2025
Financial Services Sector Comparison
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
IQI
Invesco Quality Municipal...
|
NEUTRAL | $517.2M | - | -5.0% | -68.0% | $9.78 | |
|
ACNB
ACNB Corporation
|
BULLISH | $516.54M | 13.82 | 10.2% | 25.3% | $49.74 | Compare |
|
GUG
Guggenheim Active Allocation Fund
|
BEARISH | $514.82M | 12.2 | -% | -% | $15.61 | Compare |
|
DIAX
Nuveen Dow 30 Dynamic...
|
NEUTRAL | $512.77M | 9.79 | 8.5% | 504.7% | $14.1 | Compare |
|
IFN
Aberdeen India Fund, Inc.
|
BEARISH | $510.12M | - | -7.0% | -% | $11.96 | Compare |
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-01-15 | CONNELLY JACK | Other Executive | Sale | 1,980 | $19,981 |
| 2026-01-07 | CONNELLY JACK | Other Executive | Sale | 3,900 | $39,078 |
Past News Coverage
Recent headlines mentioning IQI from our newsroom.