IVZ Invesco Ltd

$27.46▼ -1.61% Financials Other Last sync: just now Syncing
Key Metrics & Fundamentals
Market Cap
$12.17B
P/E Ratio
Div Yield
3.08%
52W Range
14.45 - 29.61
% vs 50 MA
6.95%
% vs 200 MA
11.29%
RSI-14
56.1
MACD Histogram
-0.0800
Beta (1Y vs SPY)
1.67
Free Cash Flow
$198.40M
Gross Rev
$1.74B
Gross Profit
$630.40M
EBITDA
$357.70M
COGS
$1.11B
Operating Exp
$297.20M
Operating Income
$333.20M
EBIT
$333.20M
Pretax Income
$300.20M
Net Income
$268.60M
EPS (Diluted)
0.51
Price & Volume History
Volume (M)
Financial Overview - Income Statement Quarterly
AI Analysis
Generated May 28, 3:16 AM
Company Overview

Invesco Ltd. is a global independent investment management firm that provides a wide range of investment products and services to institutional and retail clients worldwide. It operates across various asset classes, including equities, fixed income, alternatives, and money market funds, competing with other large asset managers and financial institutions.

Bull Case
  • The stock is trading significantly above both its 50-day (+9.6%) and 200-day (+11.9%) moving averages, indicating a strong positive intermediate and long-term trend.
  • Despite a recent dip, the current price of $27.61 is well above its 52-week low of $14.15, reflecting substantial recovery and investor confidence over the past year.
  • The RSI-14 at 60.3 suggests the stock is not yet overbought, potentially allowing for further upward price momentum before facing significant selling pressure.
  • As a global asset manager, Invesco stands to benefit from improving market sentiment, economic growth, and increased investor allocations to various asset classes, driving AUM growth.
Bear Case
  • The 'N/A' P/E Ratio is a significant concern, often indicating negative or zero earnings per share over the last twelve months, which questions the company's recent profitability.
  • The stock is currently 6.8% below its 52-week high, and a negative daily change of -0.3% suggests some recent selling pressure or profit-taking after its strong run.
  • The asset management industry is highly sensitive to market volatility, economic downturns, and regulatory changes, which can lead to AUM outflows and pressure on management fees.
  • Intense competition from passive investment vehicles and fee compression across the industry could continue to challenge Invesco's profitability and growth margins.
Recent Performance

IVZ has shown robust performance over the past year, trading significantly above its 50-day and 200-day moving averages, signaling a strong bullish trend. While it has pulled back 6.8% from its 52-week high and experienced a slight negative daily change, the RSI of 60.3 suggests that the stock is not yet overbought, implying potential for further upside movement within its established trend.

AI-generated analysis is for informational purposes only and does not constitute financial advice.

Not Financial Advice. All data, scores, charts, and analysis on this site are provided for informational and educational purposes only and do not constitute financial, investment, legal, or tax advice. Past performance is not indicative of future results. Always consult a qualified financial advisor before making any investment decisions. See our Legal Notice for full details.
An unhandled error has occurred. Reload 🗙