IVZ Share Price | Invesco Ltd. Stock Analysis & Recommendation

Q: How big is Invesco Ltd.?

Market Cap: As of Jun 18, Invesco Ltd. has a market capitalization of 8,021.67 million, categorizing it as a Mid Cap company.Recent Quarterly Performance: For the latest four quarters, Invesco Ltd. reported net sales of 6,105.00 million and a net profit of 805.50 million.Balance Sheet Snapshot: As of Dec 24, the company reported shareholder's funds of 14,559.90 million and total assets of 27,008.90 million.

Q: What does Invesco Ltd. do?

Overview: Invesco Ltd. is an independent investment management company operating in the Capital Markets industry, with a mid-cap market capitalization.Financial Snapshot: Most recent Net Sales: 1,574 Million (Quarterly Results - Mar 2025) Most recent Net Profit: 267 Million (Quarterly Results - Mar 2025) Market-cap: USD 8,021.67 Million (Mid Cap)Key Metrics: P/E: 10.00 Dividend Yield: 3.48% Debt Equity: -999,999.00 Return on Equity: 5.47% Price to Book: 0.55Contact Details: Address: 1555 Peachtree St NE Ste 1800, ATLANTA GA: 30309-2499 Tel: ['1 404 8920896', '1 404 7244284'] Website: http://www.invesco.com

Q: Who are in the management team of Invesco Ltd.?

As of March 2022, the management team of Invesco Ltd. includes the following individuals:- Mr. Martin Flanagan, who serves as the President, Chief Executive Officer, and Director.- Mr. Loren Starr, who is the Vice Chairman of the Board.- Mr. Thomas Finke, who is an Independent Director.- Mr. Edward Garden, who is also an Independent Director.- Mr. Nelson Peltz, another Independent Director.- Ms. Sarah Beshar, who holds the position of Non-Executive Independent Director.- Mr. William Glavin, who is a Non-Executive Independent Director.In summary, the management team consists of a mix of executive and independent directors, with Mr. Martin Flanagan leading as the CEO.

Q: Is Invesco Ltd. technically bullish or bearish?

As of 1 August 2025, the technical trend for Invesco Ltd. has changed from mildly bullish to bullish. The current stance is bullish, supported by weekly and monthly MACD indicators, which are both bullish, and Bollinger Bands showing bullish signals in both time frames. Daily moving averages are also bullish. The KST is bullish on both weekly and monthly charts, while the Dow Theory indicates a mildly bullish stance on a monthly basis. The OBV shows a mildly bullish trend weekly but is mildly bearish monthly.In terms of performance, Invesco has outperformed the S&P 500 over the past month (7.86% vs. 2.33%) and year-to-date (29.58% vs. 12.22%), although it lags behind the S&P 500 on a 3-year and 10-year basis. Overall, the technical indicators suggest a strong bullish sentiment for Invesco Ltd. at this time.

Q: Is Invesco Ltd. overvalued or undervalued?

As of 31 October 2025, the valuation grade for Invesco Ltd. moved from attractive to very attractive, indicating a strong improvement in its valuation outlook. The company appears undervalued based on key metrics, including a P/E ratio of 10, a Price to Book Value of 0.54, and an EV to EBITDA ratio of 5.79. In comparison to peers, Ares Capital Corp. has a P/E of 11.72, while Franklin Resources, Inc. shows a P/E of 14.94, suggesting that Invesco Ltd. is trading at a discount relative to its industry counterparts.Despite recent underperformance against the S&P 500 over the short term, with a 1-week return of -0.94% compared to the index's 0.71%, Invesco Ltd. has delivered a solid year-to-date return of 32.95%, outpacing the S&P 500's 16.30%. This performance, combined with its attractive valuation metrics, reinforces the conclusion that Invesco Ltd. is currently undervalued.

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

1.13 M

Shareholding (Dec 2025)

FII

9.14%

Held by 213 FIIs

DII

59.58%

Held by 76 DIIs

Promoter

0.06%

How big is Invesco Ltd.?

22-Jun-2025

As of Jun 18, Invesco Ltd. has a market capitalization of 8,021.67 million, with net sales of 6,105.00 million and a net profit of 805.50 million over the latest four quarters. The company reported shareholder's funds of 14,559.90 million and total assets of 27,008.90 million as of Dec 24.

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What does Invesco Ltd. do?

22-Jun-2025

Invesco Ltd. is an independent investment management company with a market capitalization of approximately $8 billion, reporting net sales of $1.574 billion and a net profit of $267 million for Q1 2025. Key metrics include a P/E ratio of 10.00 and a dividend yield of 3.48%.

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Who are in the management team of Invesco Ltd.?

22-Jun-2025

As of March 2022, the management team of Invesco Ltd. is led by CEO Martin Flanagan and includes Vice Chairman Loren Starr, along with several independent directors: Thomas Finke, Edward Garden, Nelson Peltz, Sarah Beshar, and William Glavin.

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Is Invesco Ltd. technically bullish or bearish?

20-Sep-2025

As of August 1, 2025, Invesco Ltd. has a bullish technical trend, supported by positive MACD indicators, moving averages, and performance that outpaces the S&P 500 over the past month and year-to-date, despite lagging in longer time frames.

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Is Invesco Ltd. overvalued or undervalued?

05-Nov-2025

As of October 31, 2025, Invesco Ltd. is considered very attractive in valuation due to its undervalued metrics, including a P/E ratio of 10 and strong year-to-date returns of 32.95%, despite recent short-term underperformance against the S&P 500.

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Compare Invesco Ltd. with Similar Stocks

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Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Dashboard

Poor long term growth as Operating profit has grown by an annual rate of -5.79%

Positive results in Jun 25

With ROE of 5.47%, it has a very attractive valuation with a 0.54 Price to Book Value

Market Beating Performance

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

USD 12,634 Million (Small Cap)

P/E

NA (Loss Making)

Industry P/E

Dividend Yield

2.24%

Debt Equity

-999,999.00

Return on Equity

-2.30%

Price to Book

1.03

Revenue and Profits:

Net Sales:

1,732 Million

(Quarterly Results - Dec 2025)

Net Profit:

-996 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

-10.47%

6 Months

9.83%

1 Year

53.59%

2 Years

55.06%

3 Years

61.86%

4 Years

11.59%

5 Years

4.77%

Invesco Ltd. for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

1.00%

EBIT Growth (5y)

-170.45%

EBIT to Interest (avg)

6.11

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

24.53%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

93.35%

ROCE (avg)

13.05%

ROE (avg)

7.41%

Valuation key factors

Factor

Value

P/E Ratio

NA (Loss Making)

Industry P/E

Price to Book Value

1.03

EV to EBIT

-21.11

EV to EBITDA

-27.01

EV to Capital Employed

1.04

EV to Sales

1.79

PEG Ratio

Dividend Yield

2.24%

ROCE (Latest)

-4.91%

ROE (Latest)

-2.30%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

No Signal

Bollinger Bands

Mildly Bearish

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

Mildly Bearish

OBV

No Trend

Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Shareholding

Shareholding Snapshot : Dec 2025

Shareholding Compare (%holding)

Majority shareholders

Domestic Funds

Held in 93 Schemes (31.12%)

Foreign Institutions

Held by 213 Foreign Institutions (9.14%)

Strategic Entities with highest holding

Highest Public shareholder

Financial

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Quarterly Results Snapshot (Consolidated) - Dec'25 - QoQ

Dec'25

Sep'25

Change(%)

Net Sales

1,732.20

1,657.30

4.52%

Operating Profit (PBDIT) excl Other Income

420.80

352.30

19.44%

Interest

23.00

25.70

-10.51%

Exceptional Items

0.00

Consolidate Net Profit

-995.90

356.40

-379.43%

Operating Profit Margin (Excl OI)

222.10%

189.50%

3.26%

USD in Million.

Compare with Peers

Net Sales

QoQ Growth in quarter ended Dec 2025 is 4.52% vs 6.98% in Sep 2025

Consolidated Net Profit

QoQ Growth in quarter ended Dec 2025 is -379.43% vs 80.55% in Sep 2025

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'25

Dec'25

Dec'24

Change(%)

Net Sales

6,445.00

6,009.10

7.25%

Operating Profit (PBDIT) excl Other Income

1,382.20

977.60

41.39%

Interest

82.50

58.00

42.24%

Exceptional Items

-1,794.90

0.00

Consolidate Net Profit

-174.80

752.40

-123.23%

Operating Profit Margin (Excl OI)

190.30%

132.80%

5.75%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2025 is 7.25% vs 8.47% in Dec 2024

Consolidated Net Profit

YoY Growth in year ended Dec 2025 is -123.23% vs 547.32% in Dec 2024

All Annual Results

Company CV

About Invesco Ltd.

Invesco Ltd.

Capital Markets

Invesco Ltd. (Invesco) is an independent investment management company. The Company provides a range of investment capabilities and outcomes, which are delivered through a set of investment vehicles, to help clients achieve their investment objectives. It has a presence in the retail and institutional markets within the investment management industry in North America; Europe, Middle East and Africa (EMEA), and Asia-Pacific. Its Jemstep solution provides wealth management home offices and their advisors with a suite of technology solutions that are customizable and are integrated into existing systems. The solution offers advisors an open architecture platform that includes Invesco's fundamental and factor-based investment strategies. It offers retail products within various asset classes. It offers a suite of domestic and global strategies, including traditional and quantitative equities, fixed income and absolute return strategies.

Company Coordinates

Company Details

1555 Peachtree St NE Ste 1800 , ATLANTA GA : 30309-2499

Tel: 1 404 89208961 404 7244284

http://www.invesco.com

Registrar Details