Invesco Ltd

15.13+0.1300+0.87%Vol 7.05M1Y Perf -18.30%
Dec 7th, 2023 16:00 DELAYED
BID14.83 ASK15.35
Open15.06 Previous Close15.00
Pre-Market- After-Market-
 - -%  - -
Target Price
19.17 
Analyst Rating
Hold 2.83
Potential %
26.70 
Finscreener Ranking
★★     45.61
Insiders Trans % 3/6/12 mo.
-/-100/-100 
Value Ranking
★★★★     54.65
Insiders Value % 3/6/12 mo.
-/-100/-100 
Growth Ranking
★★★     50.37
Insiders Shares Cnt. % 3/6/12 mo.
-/-100/-100 
Income Ranking
★★+     41.10
Price Range Ratio 52W %
32.80 
Earnings Rating
Strong Sell
Market Cap6.80B 
Earnings Date
23rd Jan 2024
Alpha-0.01 Standard Deviation0.13
Beta1.44 

Today's Price Range

14.8115.17

52W Range

12.4820.56

5 Year PE Ratio Range

5.0026.30

Summary:

Buy

Technical Indicators: Neutral
Moving Averages: Strong Buy
Performance
1 Week
1.82%
1 Month
13.93%
3 Months
-2.07%
6 Months
-5.85%
1 Year
-18.30%
3 Years
-16.27%
5 Years
-18.30%
10 Years
-54.94%

TickerPriceChg.Chg.%
IVZ15.130.13000.87
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JPM156.790.48000.31
Financial StrengthValueIndustryS&P 500US Markets
1.00
1.60
0.35
0.54
18.00
Leverage Ratio 2.70
ProfitabilityValueIndustryS&P 500US Markets
72.00
25.70
28.80
24.30
13.56
RevenueValueIndustryS&P 500US Markets
4.61B
10.13
7.87
7.12
DividendsValueIndustryS&P 500US Markets
3.89
0.75
-15.33
-8.82
Payout ratio28.00
Earnings HistoryEstimateReportedSurprise %
Q03 20230.360.35-2.78
Q02 20230.400.31-22.50
Q01 20230.360.385.56
Q04 20220.360.398.33
Q03 20220.430.34-20.93
Q02 20220.520.39-25.00
Q01 20220.610.56-8.20
Q04 20210.760.8613.16
Earnings Per EndEstimateRevision %Trend
12/2023 QR0.37-19.57Negative
12/2023 FY1.42-7.19Negative
3/2024 QR0.35-16.67Negative
12/2024 FY1.60-15.34Negative
Next Report Date23rd Jan 2024
Estimated EPS Next Report0.37
Estimates Count6
EPS Growth Next 5 Years %5.10
Volume Overview
Volume7.05M
Shares Outstanding449.55K
Shares Float309.29M
Trades Count41.55K
Dollar Volume106.11M
Avg. Volume7.33M
Avg. Weekly Volume10.60M
Avg. Monthly Volume6.18M
Avg. Quarterly Volume5.21M

Invesco Ltd (NYSE: IVZ) stock closed at 15.13 per share at the end of the most recent trading day (a 0.87% change compared to the prior day closing price) with a volume of 7.05M shares and market capitalization of 6.80B. Is a component of S&P 500, Russell 1000 indices and it is traded on NYSE exchange. The company belongs in the Asset Management industry, Financial Services sector and employs 8507 people. Invesco Ltd CEO is Martin L. Flanagan.

The one-year performance of Invesco Ltd stock is -18.3%, while year-to-date (YTD) performance is -15.9%. IVZ stock has a five-year performance of -18.3%. Its 52-week range is between 12.48 and 20.56, which gives IVZ stock a 52-week price range ratio of 32.80%

Invesco Ltd currently has a PE ratio of 9.60, a price-to-book (PB) ratio of 0.80, a price-to-sale (PS) ratio of 1.90, a price to cashflow ratio of 37.50, a PEG ratio of 1.88, a ROA of 3.23%, a ROC of 4.94% and a ROE of 9.11%. The company’s profit margin is 13.56%, its EBITDA margin is 28.80%, and its revenue ttm is $4.61 Billion , which makes it $10.13 revenue per share.

Of the last four earnings reports from Invesco Ltd, there were 2 positive earnings surprise and 2 negative earnings surprise. The company has EPS estimate of $0.37 for the next earnings report. Invesco Ltd’s next earnings report date is 23rd Jan 2024.

The consensus rating of Wall Street analysts for Invesco Ltd is Hold (2.83), with a target price of $19.17, which is +26.70% compared to the current price. The earnings rating for Invesco Ltd stock is Strong Sell (calculated from actual period earnings estimates revision (80% weight) and previous period earnings surprise (20% weight)).

Invesco Ltd has a dividend yield of 3.89% with a dividend per share of $0.75 and a payout ratio of 28.00%.

Invesco Ltd has a Buy technical analysis rating based on Technical Indicators (ADX : 16.66, ATR14 : 0.39, CCI20 : 133.41, Chaikin Money Flow : 0.12, MACD : 0.41, Money Flow Index : 75.67, ROC : 8.38, RSI : 71.28, STOCH (14,3) : 93.57, STOCH RSI : 1.00, UO : 72.44, Williams %R : -6.43), Simple Moving Averages and Exponential Moving Averages.

Aggregated Insider Trades of Invesco Ltd in the last 12-months were: Andrew Tak Shing Lo (Option Excercise at a value of $0), Douglas J. Sharp (Option Excercise at a value of $0), Flanagan Martin (Sold 232 413 shares of value $4 050 958 ), Fund Management, L.P. Trian (Sold 10 325 812 shares of value $191 611 658 ), Kessler Denis (Option Excercise at a value of $0), Martin L. Flanagan (Sold 232 413 shares of value $4 050 958 ), Schlossberg Andrew (Option Excercise at a value of $0)

Analyst RatingsCurrent1 M ago3 M ago
Strong Buy
1 (8.33 %)
1 (8.33 %)
1 (8.33 %)
Moderate Buy
0 (0.00 %)
0 (0.00 %)
0 (0.00 %)
Hold
11 (91.67 %)
11 (91.67 %)
11 (91.67 %)
Moderate Sell
0 (0.00 %)
0 (0.00 %)
0 (0.00 %)
Strong Sell
0 (0.00 %)
0 (0.00 %)
0 (0.00 %)
Summary RatingHold
2.83
Hold
2.83
Hold
2.83

Invesco Ltd

Invesco provides investment management services to retail (69% of managed assets) and institutional (31%) clients. At the end of September 2021, the firm had $1.529 trillion in assets under management spread out among its equity (51% of AUM), balanced (6%), fixed-income (21%), alternative investment (13%), and money market (9%) operations. Passive products account for 31% of Invesco's total AUM, including 50% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).

CEO: Martin L. Flanagan

Telephone: +1 404 892-0896

Address: 1555 Peachtree Street, N.E., Atlanta 30309, GA, US

Number of employees: 8 507

Bearish or Bullish?
WeekMonthThree MonthsSix Months

Bearish Bullish

50%50%

Bearish Bullish

53%47%

Bearish Bullish

55%45%

Bearish Bullish

59%41%

 

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