IVZ
Invesco
Financials · Asset Management & Custody Banks · US
$27.35
Data:
✗ ETHICAL FAIL

WEAK MOAT
HIGH
Data Confidence: 100.0%
Key Metrics

How this company measures up on the fundamentals that matter

Market Cap
$12.2B
Total market value of the company
Trailing P/E
0.00
Forward P/E
9.30
Based on estimated future earnings — lower means cheaper
Rev Growth
+14.1%
Year-over-year revenue change
Profit Margin
0.0%
How much profit the company keeps from each dollar of revenue
ROE
-1.5%
Return on equity — how efficiently it uses shareholder money
Analyst Target
$29.14
+7% from current price — median analyst estimate
Recommendation
BUY
Consensus view from 11 analysts covering this stock
About Invesco

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 Asia, Europe, Africa and North America.

https://www.invesco.com/corporate/en/home.html

Country: United States Employees: 7,421 Industry: Asset Management
Ethical Screening

Five compliance checks based on AAOIFI standards — all must pass for ethical clearance

Business Activity
FAIL
Core business does not involve prohibited activities
Debt Ratio
0.0%
Debt must be below 33% of total assets
Cash Ratio
0.0%
Interest-bearing cash below 33% of assets
Receivables
0.0%
Receivables below 49% of assets
Revenue Purity
0.0%
Non-compliant revenue below 5% — any excess requires purification
Valuation
Fair Value Est.
$59.00
What our model estimates this business is worth per share
Margin of Safety
53.6%
Deep discount to fair value — significant undervaluation
Rating
AVOID
Overall assessment combining ethics, valuation, and quality
Percentile
72.1th
Ranks in the top 28% of our 13,571 screened universe
Ethical Score
10.0
Valuation Score
95.0
Quality Score
30.0
Combined
45.3

Trading at $28 against a fair value of $59, a 53% discount. Fails ethical screen (Business activity screen). Ranks better than 71% of screened stocks.

Quantitative Intelligence

Statistical analysis of price behaviour, risk, and market regime — independent of fundamental data

Regime
ACCUMULATION
Smart money appears to be building positions quietly
Sharpe Ratio
1.108
Excellent risk-adjusted returns
Kelly Fraction
0.0911
Suggested allocation is meaningful — the edge justifies a position
Calmar Ratio
1.093
Returns exceed worst-case losses — strong risk profile
Annual Return
39.9%
Historical annualised return based on price data
Max Drawdown
-36.5%
Largest peak-to-trough decline — the worst it has been
HMM State
BEAR
Statistical model detects bearish conditions
Days in State
194
How long the current regime has persisted — longer means more stable
Market Data

Trading characteristics and market positioning

Beta
1.57
Significantly more volatile than the market
52W High
$29.61
8% below the year high
52W Low
$14.10
94% above the year low
Avg Volume
5,507,159
Average daily shares traded — higher means easier to buy and sell
Short Ratio
2.7
Days it would take all short sellers to cover — higher means more crowded
Short % Float
5.8%
Moderate short interest
Div Yield
312.0%
Annual dividend as a percentage of the share price
EPS (TTM)
$-1.47
Earnings per share over the last 12 months
Financial Health

Balance sheet strength and cash generation — the foundation of long-term value

Debt/Equity
0.15
Conservative use of debt — low financial risk
Current Ratio
0.82
Below 1 means short-term obligations exceed liquid assets — risk flag
Quick Ratio
0.82
Like current ratio but excludes inventory — stricter test
Gross Margin
28.9%
Revenue left after cost of goods — higher means pricing power
Operating Margin
19.1%
Profit from core operations before interest and tax
Free Cash Flow
$862M
Positive — the business generates more cash than it spends
Revenue (TTM)
$6.6B
Total revenue over the last 12 months
Net Income
$-667,000,000
Loss-making — spending exceeds revenue after all costs
Analyst Coverage
Analysts
11
Target High
$32.00
Target Median
$29.14
Target Low
$26.00
Recent Insider Activity

SEC Form 4 filings — what company insiders are buying and selling

55
NEUTRAL
Mixed insider activity. 0 purchases and 0 sales in the last 90 days — no clear directional signal. Politicians have been buying this name.
Date Insider Title Type Shares Value
2026-05-15 SHEINWALD NIGEL Director 8,112 —
2026-05-15 BESHAR SARAH E Director 8,112 —
2026-05-15 TOLLIVER PAULA Director 8,112 —
2026-05-15 JOHNSON ELIZABETH S Director 8,112 —
2026-05-15 FINKE THOMAS MICHAEL Director 8,112 —
2026-05-15 WOOD PHOEBE A Director 8,112 —
2026-05-15 WOMACK CHRISTOPHER C. Director 8,112 —
2026-05-15 GLAVIN WILLIAM FRANCIS JR Director 8,112 —
2026-05-15 WAGONER G. RICHARD JR. Director 8,112 —
2026-05-15 GIBBONS THOMAS P Director 8,112 —
Source: SEC Form 4 filings via public data. View all insider activity at
Insider Intelligence
Political Trading Activity

Congressional trading disclosures involving this instrument

Date Politician Party Type Amount
2026-04-13 Ro Khanna Democrat Purchase 1K–15K
Source: Congressional disclosure filings. View all political trades at
Insider Intelligence
Explore the Ethical Screener View Track Record

Data sourced from public filings and market feeds. Not financial advice. Updated:

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