IVZ

NEUTRAL

$25.86 Live

Invesco Ltd. · NYSE

Target $27.0 (+4.4%)

$13.46 52W Range $29.61

IVZ Invesco Ltd. - Fundamental Analysis

NEUTRAL

Console Chart News

IVZ Stock | Fundamental Analysis & Investment Insights

NYSE • Financial Services • Asset Management

Current Price Live

$25.86

Analyst Target

$27.0

+4.4% Upside

52W High

$29.61

52W Low

$13.46

Overview AI Snowflake Price Valuation Profitability Growth Health Statements Peers Insiders SEC Filings

At a glance

Key valuation, profitability, growth, and risk metrics.

Updated Apr 29, 2026

Market cap

$11.46B

P/E

N/A

ROE

-1.2%

Profit margin

-4.4%

Debt/Equity

0.17

Dividend yield

3.3%

AI Analysis

AI-powered fundamental assessment

Confidence

85%

Invesco Ltd. presents a stark contrast between deep value metrics and deteriorating fundamental health, highlighted by a weak Piotroski F-Score of 2/9. While the valuation is highly attractive with a Forward P/E of 8.84 and a PEG ratio of 0.38, the company struggles with a negative profit margin (-4.42%) and a current ratio below 1.0 (0.79), indicating liquidity pressures. Despite a massive 93% one-year price increase, the current technical trend is heavily bearish (10/100). The investment case rests on whether the low valuation provides enough margin of safety to offset the poor financial health scores.

Key Strengths

Extremely low PEG ratio (0.38) suggesting significant undervaluation relative to growth

Low leverage with a Debt/Equity ratio of 0.17

Strong Operating Margin of 20.38% despite negative net profit

Attractive Forward P/E of 8.84 compared to sector averages

Positive analyst consensus with a 'Buy' recommendation and target of $27.00

Key Risks

Critical financial health warning indicated by a Piotroski F-Score of 2/9

Liquidity risk evidenced by a Current Ratio of 0.79 (below 1.0)

Negative Profit Margin (-4.42%) and negative ROE (-1.22%)

Strongly bearish technical trend (10/100) suggesting a potential price reversal

Inconsistent earnings track record with a recent average surprise of -17.49%

AI Fair Value Estimate

Based on comprehensive analysis

$27.0

+4.4% above current price

Performance Snowflake

Multi-dimensional analysis across 5 key categories

Overall

Strong

Value

Future

Past

Health

Dividend

AI Verdict

Value Trap Risk

Key drivers: Deep value valuation metrics, Poor Piotroski health score, Liquidity concerns, Strong 1Y price momentum vs current bearish trend

Confidence

80%

Value

90/100

Stock is trading at a significant discount to growth and book value.

Positives

Forward P/E 8.84
PEG 0.38
P/B 1.18

Watchpoints

Lack of Graham Number for defensive baseline

Future

60/100

Growth is modest but the market is pricing it very conservatively.

Positives

Steady YoY revenue growth of 6.20%
Positive analyst target price

Watchpoints

Recent Q/Q EPS growth decline of -17.7%

Past

70/100

Strong historical price appreciation despite inconsistent earnings beats.

Positives

Exceptional 1Y return of +93.1%
Strong 3Y return of +73.8%

Watchpoints

Erratic earnings surprises over the last 4 quarters

Health

20/100

Deterministic health scores indicate significant fundamental weakness.

Positives

Low Debt/Equity ratio

Watchpoints

Piotroski F-Score 2/9
Current Ratio 0.79
Negative ROE

Dividend

65/100

Dividend is currently stable but depends on operating cash flow rather than net income.

Positives

Sustainable payout ratio of 56.46%
Consistent 3.30% yield

Watchpoints

Negative net profit margins threaten long-term dividend coverage

Stock Price & Analyst Targets

Real-time price movements and analyst price targets

Current Price

$25.86

Analyst Target

$27.0

Upside/Downside

+4.4%

Multi-Horizon Performance vs Peers

Price momentum across 5Y → 1W horizons for IVZ and closest competitors.

Updated 2026-04-28

Company	5Y	3Y	1Y	6M	1M	1W
IVZ Invesco Ltd. Primary	+15.4%	+73.8%	+93.1%	+9.8%	+11.0%	+3.6%
FHN First Horizon Corporation Peer	+59.2%	+53.8%	+40.1%	+17.6%	+6.5%	-0.3%
EQH Equitable Holdings, Inc. Peer	+36.3%	+75.9%	-15.9%	-14.8%	+7.6%	-1.5%
AEG Aegon Ltd. Peer	+139.0%	+64.7%	+22.4%	+6.0%	+0.4%	+0.8%
AIZ Assurant, Inc. Peer	+91.8%	+90.7%	+14.3%	+26.2%	-3.5%	-0.3%

IVZ

Invesco Ltd.

Primary

+15.4%

+73.8%

+93.1%

+9.8%

+11.0%

+3.6%

FHN

First Horizon Corporation

Peer

+59.2%

+53.8%

+40.1%

+17.6%

+6.5%

-0.3%

EQH

Equitable Holdings, Inc.

Peer

+36.3%

+75.9%

-15.9%

-14.8%

+7.6%

-1.5%

AEG

Aegon Ltd.

Peer

+139.0%

+64.7%

+22.4%

+6.0%

+0.4%

+0.8%

AIZ

Assurant, Inc.

Peer

+91.8%

+90.7%

+14.3%

+26.2%

-3.5%

-0.3%

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

Historical data shows last 12 quarters (3 years)

Valuation Metrics

Key valuation ratios and pricing indicators

N/A

8.84

0.38

1.18

1.8

2.48

12.33

$11.46B

Profitability

Profit margins and return metrics

Profit Margin -4.42%

Operating Margin 20.38%

Gross Margin 28.57%

ROE -1.22%

ROA 2.6%

Growth

Revenue and earnings growth rates

Revenue Growth +6.2%

Earnings Growth N/A

Q/Q Revenue Growth +6.21%

Q/Q Earnings Growth N/A

Financial Health

Balance sheet strength and liquidity metrics

Debt/Equity

0.17

Low debt

Current Ratio

0.79

Weak

Quick Ratio

0.79

Poor

Cash/Share

$2.34

Financial Statement Flow

Interactive flow visualization showing how money moves through the company Q4 2025

Revenue

$1.7B

Gross Margin

37.0%

Op. Margin

-86.2%

Net Margin

-62.7%

Total Assets

$27.1B

Liabilities

$14.1B

Equity

$12.2B

Debt/Equity

1.15x

Operating CF

$0.5B

CapEx

$-0.0B

Free Cash Flow

$0.4B

FCF Yield

95%

Quarterly Earnings History

EPS performance vs analyst estimates

2026-04-28

$0.51

-6.9% surprise

2026-01-27

$0.62

+7.1% surprise

2025-10-28

$0.61

+37.7% surprise

2025-07-22

$-0.03

-107.9% surprise

Financial Services Sector Comparison

Comparing IVZ against 853 companies in the Financial Services sector (144 bullish, 363 neutral, 346 bearish)

Return on Equity (ROE)

-1.22%

This Stock

-0.46%

Sector Avg

+162.9% (Excellent)

Profit Margin

-4.42%

This Stock

93.89%

Sector Avg

-104.7% (Weaker)

Debt to Equity

0.17

This Stock

1.33

Sector Avg

-87.1% (Less Debt)

Revenue Growth

6.2%

This Stock

36.58%

Sector Avg

-83.1% (Slower)

Current Ratio

0.79

This Stock

3.1

Sector Avg

-74.6% (Weaker)

Similar Companies

Peer comparison within the same industry

Company	AI Rating	Market Cap	P/E	ROE	Profit Margin	Price
IVZ Invesco Ltd.	NEUTRAL	$11.46B	-	-1.2%	-4.4%	$25.86
FHN First Horizon Corporation	NEUTRAL	$11.56B	12.17	11.3%	29.9%	$24.21	Compare
EQH Equitable Holdings, Inc.	BEARISH	$11.57B	-	-38.9%	-11.8%	$41.1	Compare
AEG Aegon Ltd.	BEARISH	$11.74B	8.47	15.0%	10.1%	$7.71	Compare
AIZ Assurant, Inc.	NEUTRAL	$11.78B	14.47	15.4%	6.8%	$233.39	Compare

IVZ Invesco Ltd.

NEUTRAL

Mkt Cap

$11.5B

P/E

ROE

-1.2%

Price

$25.86

Compare with IVZ

Compare with IVZ

Compare with IVZ

Compare with IVZ

Recent Insider Trading

Insider buy and sell transactions from the last 6 months

Date	Insider	Position	Transaction	Shares	Value
2026-03-13	SMITH ALAN LEONARD	Officer	Stock Award	8,641	-
2026-02-27	SCHLOSSBERG ANDREW R	Chief Executive Officer	Stock Award	178,634	-
2026-02-27	SCHLOSSBERG ANDREW R	Chief Executive Officer	Option Exercise	42,749	$1,122,589
2026-02-27	DUKES LAURA ALLISON	Chief Financial Officer	Stock Award	107,152	-
2026-02-27	DUKES LAURA ALLISON	Chief Financial Officer	Option Exercise	17,659	$463,725
2026-02-27	SHARP DOUGLAS J	Officer	Stock Award	46,138	-
2026-02-27	VACHERON TERRY GIBSON	Officer	Stock Award	4,798	-
2026-02-27	VACHERON TERRY GIBSON	Officer	Option Exercise	2,534	$66,543
2026-02-27	SMITH ALAN LEONARD	Officer	Stock Award	8,936	-
2026-02-27	SMITH ALAN LEONARD	Officer	Option Exercise	8,936	$234,659
2026-02-27	WONG TONY L	Officer	Stock Award	31,955	-
2026-02-27	WONG TONY L	Officer	Option Exercise	15,343	$402,907
2026-02-27	JOHNSTON SHANNON A	Chief Operating Officer	Stock Award	8,913	-
2026-02-27	JOHNSTON SHANNON A	Chief Operating Officer	Option Exercise	8,913	$234,055
2026-02-27	KUPOR JEFFREY HOWARD	Officer	Stock Award	11,143	-

SMITH ALAN LEONARD

Officer

Stock Award

2026-03-13

8,641 shares

SCHLOSSBERG ANDREW R

Chief Executive Officer

Stock Award

2026-02-27

178,634 shares

SCHLOSSBERG ANDREW R

Chief Executive Officer

Option Exercise

2026-02-27

42,749 shares · $1,122,589

DUKES LAURA ALLISON

Chief Financial Officer

Stock Award

2026-02-27

107,152 shares

DUKES LAURA ALLISON

Chief Financial Officer

Option Exercise

2026-02-27

17,659 shares · $463,725

SHARP DOUGLAS J

Officer

Stock Award

2026-02-27

46,138 shares

VACHERON TERRY GIBSON

Officer

Stock Award

2026-02-27

4,798 shares

VACHERON TERRY GIBSON

Officer

Option Exercise

2026-02-27

2,534 shares · $66,543

SMITH ALAN LEONARD

Officer

Stock Award

2026-02-27

8,936 shares

SMITH ALAN LEONARD

Officer

Option Exercise

2026-02-27

8,936 shares · $234,659

WONG TONY L

Officer

Stock Award

2026-02-27

31,955 shares

WONG TONY L

Officer

Option Exercise

2026-02-27

15,343 shares · $402,907

JOHNSTON SHANNON A

Chief Operating Officer

Stock Award

2026-02-27

8,913 shares

JOHNSTON SHANNON A

Chief Operating Officer

Option Exercise

2026-02-27

8,913 shares · $234,055

KUPOR JEFFREY HOWARD

Officer

Stock Award

2026-02-27

11,143 shares

Insider transactions can signal confidence or concerns about company prospects

SEC Filings

Recent regulatory filings from the SEC EDGAR database

8-K

2026-04-28

Invesco Ltd. likely filed this 8-K to report its first-quarter financial results for 2026.

8-K

2026-04-10

Invesco Ltd. likely reported its first-quarter financial results for 2026.

DEF 14A

2026-04-02

IVZ filed a Definitive Proxy Statement on April 2, 2026, providing shareholders with necessary information and voting materials for the company's annual meeting.

8-K

2026-03-10

Invesco Ltd. filed an 8-K on March 10, 2026, likely to announce its annual financial results.

10-K

2026-02-24

IVZ filed its 10-K annual report on February 24, 2026, which includes sections on business operations, risk factors, and management's discussion and analysis. Specific financial highlights and risk details were not provided in the available excerpts.

8-K

2026-02-23

Invesco Ltd. announced its full-year financial results for the fiscal year ended December 31, 2025.

8-K

2026-02-10

Invesco Ltd. filed an 8-K on February 10, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K

2026-01-27

Invesco Ltd. filed an 8-K on January 27, 2026, likely to announce its fourth-quarter and full-year financial results.

8-K

2026-01-12

8-K

2025-12-09

Invesco Ltd. filed a current report on Form 8-K to disclose material corporate events or updates.

8-K

2025-12-09

8-K

2025-11-12

10-Q

2025-11-04

8-K

2025-10-28

8-K

2025-10-09

Data sourced from SEC EDGAR. AI summaries generated automatically.

Wall Street Analysts

Professional analyst ratings and price targets

Consensus

BUY

11 analysts

JP Morgan

2026-04-24

Maintains

Neutral Neutral

Barclays

2026-04-17

Maintains

Equal-Weight Equal-Weight

Evercore ISI Group

2026-04-10

Maintains

In-Line In-Line

BMO Capital

2026-04-10

Maintains

Outperform Outperform

Goldman Sachs

2026-04-07

Maintains

Neutral Neutral

Morgan Stanley

2026-04-01

Maintains

Equal-Weight Equal-Weight

Goldman Sachs

2026-02-12

Maintains

Neutral Neutral

Goldman Sachs

2026-01-28

Maintains

Neutral Neutral

RBC Capital

2026-01-28

Maintains

Outperform Outperform

Argus Research

2026-01-28

Maintains

Buy Buy

Past News Coverage

Recent headlines mentioning IVZ from our newsroom.

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IVZ

IVZ Invesco Ltd. - Fundamental Analysis

At a glance

AI Analysis

Key Strengths

Key Risks

Performance Snowflake

Stock Price & Analyst Targets

Multi-Horizon Performance vs Peers

Historical Performance Trends

Revenue & Net Income

Profit & Operating Margins

Return on Equity (ROE)

Quarterly Revenue Growth

Valuation Metrics

Profitability

Growth

Financial Health

Financial Statement Flow

Quarterly Earnings History

Financial Services Sector Comparison

Similar Companies

Recent Insider Trading

SEC Filings

Wall Street Analysts

Past News Coverage

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