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Invesco Ltd. (IVZ)

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17.78 +0.44 (+2.54%)
At close: November 1 at 4:00 PM EDT
17.83 +0.05 (+0.28%)
After hours: November 1 at 5:55 PM EDT
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DELL
  • Previous Close 17.34
  • Open 17.44
  • Bid 17.58 x 1800
  • Ask 17.84 x 1200
  • Day's Range 17.42 - 17.84
  • 52 Week Range 12.68 - 18.79
  • Volume 3,870,097
  • Avg. Volume 3,712,379
  • Market Cap (intraday) 7.991B
  • Beta (5Y Monthly) 1.42
  • PE Ratio (TTM) --
  • EPS (TTM) -0.91
  • Earnings Date Jan 21, 2025 - Jan 27, 2025
  • Forward Dividend & Yield 0.82 (4.61%)
  • Ex-Dividend Date Nov 14, 2024
  • 1y Target Est 19.13

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, fixed income, commodity, 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 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.

www.invesco.com

8,524

Full Time Employees

December 31

Fiscal Year Ends

Recent News: IVZ

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Performance Overview: IVZ

Trailing total returns as of 11/1/2024, which may include dividends or other distributions. Benchmark is

.

YTD Return

IVZ
3.58%
S&P 500
20.10%

1-Year Return

IVZ
44.64%
S&P 500
36.60%

3-Year Return

IVZ
20.01%
S&P 500
24.39%

5-Year Return

IVZ
33.27%
S&P 500
88.60%

Compare To: IVZ

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Statistics: IVZ

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Valuation Measures

Annual
As of 11/1/2024
  • Market Cap

    7.99B

  • Enterprise Value

    17.82B

  • Trailing P/E

    --

  • Forward P/E

    9.62

  • PEG Ratio (5yr expected)

    1.62

  • Price/Sales (ttm)

    1.38

  • Price/Book (mrq)

    0.74

  • Enterprise Value/Revenue

    3.03

  • Enterprise Value/EBITDA

    16.04

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    -3.00%

  • Return on Assets (ttm)

    1.91%

  • Return on Equity (ttm)

    -0.94%

  • Revenue (ttm)

    5.89B

  • Net Income Avi to Common (ttm)

    -413.6M

  • Diluted EPS (ttm)

    -0.91

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    1.04B

  • Total Debt/Equity (mrq)

    5.60%

  • Levered Free Cash Flow (ttm)

    -7.65B

Research Analysis: IVZ

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Earnings Per Share

Consensus EPS
 

Revenue vs. Earnings

Revenue 1.52B
Earnings 114.2M
 

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell
 

Analyst Price Targets

17.50
19.13 Average
17.78 Current
22.00 High
 

Company Insights: IVZ

Research Reports: IVZ

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  • Raising target to $20 after good long-term inflows in 3Q

    Invesco is an independent global investment manager; it provides a variety of investment alternatives to high-net-worth and retail investors, as well as to institutions worldwide. Headquartered in Atlanta and incorporated in Bermuda, it offers investors equity, fixed-income, and alternative investment funds. IVZ shares are a component of the S&P 500. The company's operations date back to England and Wales in 1935, and the original Invesco was founded in the United States in 1978. After a series of smaller mergers in the 1980s, the company merged with AIM in 1997 to form AMVESCAP, and was then rebranded as Invesco in 2007. In May 2019, Invesco acquired the Oppenheimer Funds asset management affiliate of MassMutual.

    Rating
    Price Target
     
  • At midday Wednesday, the major benchmarks were in the red amid a continued

    At midday Wednesday, the major benchmarks were in the red amid a continued upward surge in interest rates. The yield on the benchmark 10-year Treasury note was up 5 basis points at 4.25%, rising more than 50 basis points since the start of October.

     
  • Invesco Earnings: Continued Strong Positive Flows Marred by Lower Fee Realization Rate

    Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of August 2024, the firm had $1.752 trillion in assets under management spread among its equity (58% of AUM), balanced (4%), fixed-income (23%), alternative investment (7%), and money market (8%) operations. Passive products account for 42% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 28% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (14%).

    Rating
    Price Target
     
  • The Argus Mid-Cap Model Portfolio

    Small- and mid-cap stocks (SMID), despite bursts of outperformance, have underperformed large-caps year to date - as they have over the past five years. But they may be in a better position to generate market-beating returns going forward. SMID companies tend to focus on domestic markets, so their businesses could be less disrupted by the fallout from unrest in the Middle East, the Russian invasion of Ukraine, issues in China, or other geopolitical developments. As well, the prices of SMID stocks generally are lower than the prices of large-caps. SMID stocks can be risky, but despite those risks, diversified investors look to have exposure to small- and mid-caps based on the long-term performance record. We estimate that 20% of the U.S. stock market's capitalization is comprised of SMID stocks.

     

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