Invesco (IVZ)
Financials · asset management · NYSE
Invesco is a global investment manager offering diverse investment strategies, including specialized ETFs and traditional asset management, to institutional and retail investors.
What Invesco does
Invesco is a global independent investment management firm that provides a wide range of investment strategies to retail, institutional, and high-net-worth clients. The company manages assets across various asset classes, including equity, fixed income, balanced, and alternatives, through products such as exchange-traded funds (ETFs), mutual funds, and unit investment trusts (UITs).
Themes: asset management, ETFs, institutional investing, retail wealth management
Fundamentals
- Price$30.09 as of 2026-10-08 close
- Market cap$13.3B as of 2026-06-30 (share count; price 2026-10-08)
- 1-year return+25.4% 2025-10-08 close $24.00 → 2026-10-08 close $30.09
- P/En/a negative earnings
- Net margin+8.9% FY2024, SEC XBRL
- ROE+3.6% FY2024, SEC XBRL
- Debt / equity0.85 as of 2026-09-02
- Revenue growth (YoY)-14.5% as of 2026-09-02
- Revenue CAGR (3y)+1.8% SEC XBRL
- Beta1.55 as of 2026-09-02
- Last reported earnings2026-07-28 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +2.9%; 5-year non-decreasing per-share dividend streak (SEC XBRL).
How IVZ compares in its sector
- net profit marginmiddle range 344 covered Financials peers, as of 2026-09-02
- operating marginbottom 10% 122 covered Financials peers, as of 2026-09-02
- return on equitybottom 25% 559 covered Financials peers, as of 2026-09-02
- 3-year revenue CAGRbottom 25% 347 covered Financials peers
- indicated dividend yieldmiddle range 468 covered Financials peers, as of 2026-09-02
- free cash flow (absolute dollars, latest fiscal year)top 25% 430 covered Financials peers, as of FY2025
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
IVZ is not currently in any published Top 10 list. Its scores are below.
Top 10 score
48.4 #827 of 1,379 scored · #179 of 220 in Financials
Valuation 93rd (price to book 1.1) and trend 67th (a "golden cross" — its 50-day average is above its 200-day); weakest is growth (16th, revenue growth year over year -14.5%, 3-year revenue CAGR 1.8%).
Scores as of 8 Oct 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 4.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, IVZ's dividend was covered by reported results (free-cash-flow payout 26%). This describes past coverage, not a forecast.
- Earnings payoutnot assessable earnings not reported
- Free-cash-flow payout26% dividends / (operating cash flow − capex)
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Invesco looks technically
Invesco (IVZ) is trading 7.9% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 297 trading days ago — a "golden cross", a bullish long-term signal. A strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 26, with sellers in control. Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 41, neither overbought (above 70) nor oversold (below 30). It made a new 20-day low about 17 trading days ago. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 4% of the past ~6 months), which often precedes a bigger move.
Trend
8
| Distance from the 200-day | it is trading 7.9% above its 200-day average, the long-term trend line — a longer-term uptrend | +7.9% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $31.48 | $31.48 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $27.89 | $27.89 |
| Swing structure | its recent peaks and dips disagree — one of them is rising while the other is not, so there is no clean up or down pattern in the swings | mixed — one of the two is not confirming |
| Last swing turn | its last significant turn was a swing low 10 calendar days ago — the swings before that are what the structure reading is measured on | 10 sessions |
| Wave structure | its recent swings can be read as a completed three-part downward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes below 29.61. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible three-wave downward correction, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 297 trading days ago — a "golden cross", a bullish long-term signal | 297 sessions |
| Trend strength (14-day ADX) | a strong downtrend is in place — ADX, a 0–100 trend-strength gauge, is 26, with sellers in control | 25.9 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 41, neither overbought (above 70) nor oversold (below 30) | 40.8 |
|---|---|---|
| Position in its 14-day range | it is trading in the lower half of its 14-day range ($29.61 to $31.63) — its "stochastic" reading is 24 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been slipping within that range over the last few sessions. | 23.8 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, is in negative territory (momentum leaning bearish) | 29 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $33.64 | $33.64 |
|---|---|---|
| From the 52-week high | it is 10.6% below its 52-week high (its highest price of the past year) | -10.6% |
| Above the 52-week low | it is 45.6% above its 52-week low (its lowest price of the past year) | +45.6% |
| Below the 52-week high | it is 10.6% below its highest point of the past year | 10.6% |
| Since a 20-day breakout | it made a new 20-day low about 17 trading days ago | 17 sessions |
| Since a 55-day breakout | it made a new 55-day high about 30 trading days ago | 30 sessions |
| All-time high | its highest closing price on record is $42.05 (set on 2015-05-01) | $42.05 |
| Given back of the 52-week move | over the past year its closes ranged ($22.44 to $33.31), and it has given back roughly a quarter of its rise from last year’s low — 30% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $26.24 to $26.59. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 29.6% |
| From the all-time high | it is 28.4% below its all-time high | -28.4% |
| Nearest price level | it is trading 1.5% above a support level at $29.65 — a price it turned at four times since 2026-01-22, most recently on 2026-09-28. Since 2024-10-08 it has 16 such levels below the current price and 2 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | -1.5% |
| All-time low | its lowest closing price on record is $6.38 (set on 2020-05-14) | $6.38 |
| Above the all-time low | it is 372.0% above its all-time low | +372.0% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 4% of the past ~6 months), which often precedes a bigger move | 4th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $0.8132 between its high and its low — about 2.7% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $0.8132 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $29.64 and $31.72 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $29.64 – $30.68 – $31.72 |
| Typical daily range (% of price) | its price moves about 2.7% in a typical session — calmer than most companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 2.7% |
| Stretch from the 200-day average | it is trading 2.7 daily ranges above its 200-day average price (7.9% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 2.7 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 0.88× |
|---|
Analyst
2
| Change in the average price target | analysts have raised their average price target by 0.5% since the prior reading | +0.5% |
|---|---|---|
| Change in the consensus rating | the analyst consensus rating is unchanged since the prior reading | unchanged |
Candlestick patterns
3
| Since a doji | today it opened and closed at almost the same price after trading through a wider range — a "doji", the classic picture of buyers and sellers finishing the session level | today |
|---|---|---|
| Since a hammer | 8 sessions ago, after a stretch of decline, it sold off hard during the session and then closed back near its high — a "hammer", the long lower wick showing the drop was bought back before the close | 8 sessions ago |
| Since a bullish engulfing | 5 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 5 sessions ago |
Price gaps
2
| Gap at the open | it opened on 2026-10-08 1.3% below the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | -1.3% |
|---|---|---|
| Gap filled | a 2.2% gap down opened on 2026-09-22 has been "filled" 12 sessions ago — price traded back through the level the gap left behind, and it closed again during the very session that opened it | 12 sessions ago |
Price streaks
1
| Closing streak | it closed lower in its latest session, after a session that did not close lower — a single down day rather than a run | 1 session down |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 8.0 percentage points (the stock lost 7.0% while the market gained 1.0%) | -8.0% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 7.5 percentage points (the stock gained 11.3% while the market gained 3.8%) | +7.5% |
| vs market, 6 months | over the past 6 months this stock beat the market by 14.1 percentage points (the stock gained 31.5% while the market gained 17.5%) | +14.1% |
| vs market, 12 months | over the past 12 months this stock beat the market by 10.4 percentage points (the stock gained 25.4% while the market gained 15.0%) | +10.4% |
Signal agreement
2
| Bullish technical signals | 3 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, outperforming the market over 6 months — these describe past price behaviour, not a forecast | 3 of 9 |
|---|---|---|
| Bearish technical signals | 2 of the 9 technical signals we can compute for it are currently in a bearish state: MACD momentum is negative, a strong downtrend, with sellers in control — these describe past price behaviour, not a forecast | 2 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading inside the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-09-01 and projected forward over today's price, the zone traders read as unresolved — neither side has established a trend, and the band is where that gets settled. The band itself is moderate, spanning 6.5% of the share price. | 0.0% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 8% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $27.81 — a volume-weighted average of daily closes over 191 sessions, not a true tick-by-tick VWAP. | +8.2% |
|---|---|---|
| Vs the average paid since it last reported | the price is 4% below the average price paid since it last reported on 2026-07-28 (its 8-K), so the typical buyer over that stretch is under water. That average is $31.20 — a volume-weighted average of daily closes over 52 sessions, not a true tick-by-tick VWAP. | -3.5% |
Rising wedge, bearish — broke down · entry $31.23 · 79 sessions in
Price levels it has turned at before
IVZ last closed at $30.09 on 2026-10-08. Since 2024-10-08 it has turned at 16 prices below its last close and 2 above; the 3 nearest below and the 2 nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $29.65 | Support | 1.5% below the last close | turned there four times · 2026-01-22 to 2026-09-28 |
| $31.30 | Resistance | 4.0% above the last close | turned there five times · 2026-07-16 to 2026-09-22 |
| $28.66 | Support | 4.8% below the last close | turned there twice · 2026-05-14 to 2026-05-29 |
| $32.67 | Resistance | 8.6% above the last close | turned there twice · 2026-08-06 to 2026-08-17 |
| $27.44 | Support | 8.8% below the last close | turned there four times · 2025-12-11 to 2026-02-26 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a three-part downward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes below $29.61.
It is the only labelling that fits these swings, though its proportions are not the textbook ones. It was chosen from 3 labellings that survived the rules, counting shorter readings of the same bars.
This reading has stood for 8 trading days, since 2026-09-29.
Read from daily closes as of 2026-10-08.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · in a Bollinger Band volatility squeeze · beating the market · Printed a doji candle · Under water since its last earnings report (below the anchored VWAP) · Trading inside the Ichimoku cloud | Learn: moving average · golden cross · adx · rsi · breakout · bollinger bands
Based on daily closing prices as of 2026-10-08. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Consensus ratingBuy (2.43 mean, 1=Strong Buy…5=Strong Sell) — 13 analysts
- Mean price target$34.19 range $29.00 – $39.00; median $35.00
Analyst estimates, as of 2026-10-03. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for IVZ
- Consensus EPS estimate$0.7379 next reporting period, as of 2026-10-03
- Estimate change, 30 days+$0.00219 (+0.3%) from $0.7357, on 2026-08-28, 36-day window
- Readings revised upward38% of 8 comparable readings
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["market volatility impacting assets under management and fee revenue","intense competition in the asset management industry causing fee pressure","reliance on specialized products like ETFs for growth"]
What changed in the latest 10-Q
AI-assisted comparison of IVZ's 10-Q filed 2026-05-05 against the prior one filed 2025-11-04.
Management's Discussion & Analysis (MD&A)
- Added:
- Newer filing (2026-05-05) adds market indices table for three months ended March 31, 2026 and 2025, replacing the older filing's nine-month period data
- Newer filing adds statement: 'During the quarter, the Board approved an increase in our quarterly dividend from $0.21 to $0.215 per share beginning with the dividend that will be paid to holders of common shares in the second quarter of 2026'
- Newer filing adds: 'the company repurchased 1.6 million common shares for $40.0 million in the open market'
- Newer filing adds: 'On February 18, 2026, the Board authorized the repurchase of up to $1.0 billion of the company's outstanding common stock with no stated time limit or expiration date'
- Newer filing adds: 'we redeemed the $500.0 million of senior notes that matured on January 15, 2026'
- Newer filing adds: 'We also had $11.5 billion of net inflows into money market funds'
- Newer filing adds: 'net long-term inflows of $21.8 billion for the quarter, primarily driven by ETFs and Index, China JV, Fundamental Fixed income, and Multi-Asset/Other'
- Newer filing adds: 'Average AUM were $2.2 trillion for the quarter, an increase of $338.1 billion, or 18%, compared to the same quarter in the prior year'
- Removed:
- Older filing (2025-11-04) included nine months ended September 30 market indices data; newer filing removes this
- Older filing included statement about dividend of '$0.21 dividend per common share during the third quarter of 2025'; newer filing replaces with updated dividend information
- Older filing stated 'the company repurchased 1.2 million common shares for $25 million in the open market'; newer filing removes this specific amount and transaction
- Older filing included details about bank term loan repayment ('repaid $260 million of the $500 million three-year bank term loan' and 'repaid the remaining balance of $240 million'); newer filing removes these
- Older filing stated 'We ended the quarter with a zero balance on our Revolving credit agreement'; newer filing removes this statement
- Older filing included: 'During the third quarter of 2025, we entered into an agreement to sell intelliflo, our cloud-based practice management software business'
- Older filing included: 'on October 31, 2025, we completed the sale of 60% of our interest in our wholly owned subsidiary, Invesco Asset Management (India) Private Limited'
- Older filing stated '$2.1 trillion in AUM in the third quarter of 2025 with net long-term inflows of $28.9 billion - an annualized organic growth rate of 7.9%'; newer filing removes this
- Reworded:
- Market indices table period changed from 'three and nine months ended September 30, 2025 and 2024' to 'three months ended March 31, 2026 and 2025'
- All market indices values replaced with new data reflecting Q1 2026 vs Q1 2025 performance
- Removed reference to 'Financial markets ended the third quarter with strong momentum' specific language to quarter context
- Notes:
- The two filings cover different reporting periods (Q3 2025 vs Q1 2026), which explains the substantial differences in reported metrics and events
- Text was truncated in the older filing at the end of the CIP section, but the comparison captures all content before truncation
AI-assisted comparison of two SEC filing sections. It describes wording and theme changes only, makes no materiality, legal, or investment judgement, and is not financial advice. Informational only — not financial advice.
Insider activity (SEC Form 4)
0 open-market purchases and 5 open-market sales by insiders in the last 90 days, of which we have read Form 4 filings through 2026-10-04. The 5 days since 2026-10-04 have not been checked yet.
- Last 30 days · read to 2026-10-040 buys · 1 sell ($97320) — 1 selling insider
- Last 90 days · read to 2026-10-040 buys · 5 sells ($7M) — 4 selling insiders
- Last 180 days · read to 2026-10-040 buys · 5 sells ($7M) — 4 selling insiders
Activity heuristic: net selling (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-09-11. Based on Form 4 filings read through 2026-10-04; anything filed since is not yet included.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about IVZ's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
U.S. House trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 4 matched disclosures for IVZ from U.S. House Clerk Periodic Transaction Report filings.
U.S. House trading disclosures →Short interest (FINRA)
IVZ had 13,080,822 shares of reported short interest as of the 2026-09-15 FINRA settlement date (delayed, bi-monthly; not real-time).
IVZ had 2.96% of its shares outstanding sold short as of the 2026-09-15 FINRA settlement date (percent of FLOAT would be higher — float is not disclosed in the source). FINRA reported 3.83 days to cover at the same settlement.
- Reported short interest (shares) 13,080,822
- Short interest (% of shares outstanding) 2.96%
- Prior settlement (shares) 12,375,805
- Reported change 5.7%
- Days to cover (reported) 3.83
Reported to FINRA as of the 2026-09-15 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- BlackRock (BLK)
- State Street (STT)
- Franklin Resources (BEN)
- T. Rowe Price (TROW)
- Janus Henderson (JHG)
- AllianceBernstein (AB)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Invesco (IVZ) do?
Invesco is a global independent investment management firm that provides a wide range of investment strategies to retail, institutional, and high-net-worth clients. The company manages assets across various asset classes, including equity, fixed income, balanced, and alternatives, through products such as exchange-traded funds (ETFs), mutual funds, and unit investment trusts (UITs).
What sector is Invesco (IVZ) in?
Invesco (IVZ) is classified in the Financials sector. Its industry is asset management. It trades on NYSE.
Does IVZ pay a dividend?
Yes — Invesco (IVZ) pays a dividend, with an indicated yield of about 2.88% and 5-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-09-02). Informational only — not financial advice.
Who are Invesco's (IVZ) competitors?
Notable peers of Invesco (IVZ) include BlackRock, State Street, Franklin Resources, T. Rowe Price and Janus Henderson. This peer set is informational only — not financial advice.
Has there been recent U.S. House stock trading in IVZ?
Yes — we hold 4 matched STOCK Act disclosures for IVZ from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Invesco (IVZ) overbought or oversold right now?
Invesco (IVZ) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 41, in the neutral middle (as of 2026-10-08). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on IVZ come from?
Fundamentals come from SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest; prices are market data, as of 2026-09-02; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-02 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.