Invesco Ltd.

NYQ: IVZ
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📈 ZcoreAI Score

Our AI model analyzes Invesco Ltd.'s price action across multiple timeframes using regression channels and statistical scoring.

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About Invesco Ltd.

Financial Services Asset Management
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. The firm prefers to invest between $5 million and $15 million in companies. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.

📊 Fundamental Analysis

Invesco Ltd. demonstrates a profit margin of -4.4%, which is below the sector average, suggesting competitive pressure.

The company recently reported 6.2% revenue growth, which is above average for the Financial Services sector.

Return on Equity (ROE) is -1.2%, which indicates that capital utilization is currently under pressure.

At a current price of $23.58, IVZ currently sits at the 65th percentile of its 52-week range (Range: $12.27 - $29.61).

🏥 Financial Health

🔴 Profit Margin Weak
Debt/Equity Excellent
⚠️ Revenue Growth Moderate
🔴 Return on Equity Weak
🔴 Beta (Risk) High Volatility

Key Financials

Market Cap
$10.48B
Trailing P/E
--
Forward P/E
8.13
Beta (5Y)
1.63
52W High
$29.61
52W Low
$12.27
Avg Volume
5.89M
Day High
Day Low
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