Invesco Ltd
| NYSE: IVZ | Financial Services / Asset Management / USA |
| 15.13 | +0.1300 | +0.87% | Vol 7.05M | 1Y Perf -18.30% |
| Dec 7th, 2023 16:00 DELAYED |
| BID | 14.83 | ASK | 15.35 | ||
| Open | 15.06 | Previous Close | 15.00 | ||
| 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 Cap | 6.80B | Earnings Date | 23rd Jan 2024 | |
| Alpha | -0.01 | Standard Deviation | 0.13 | |
| Beta | 1.44 |
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% |
| Mngmt Effectiveness | Value | Industry | S&P 500 | US Markets |
|---|---|---|---|---|
ROE (5Y Avg) | 5.32 | |||
ROE last 12 Months | 9.11 | |||
ROA (5Y Avg) | 1.48 | |||
ROA last 12 Months | 3.23 | |||
ROC (5Y Avg) | 4.53 | |||
ROC last 12 Months | 4.94 | |||
Return on invested Capital Q | 0.88 | |||
Return on invested Capital Y | 2.06 | |||
Assets Turnover | 0.20 | |||
Receivables Turnover | 4.40 |
| Valuation | Value | Industry | S&P 500 | US Markets |
|---|---|---|---|---|
| 9.60 | ||||
| 0.80 | ||||
| 1.90 | ||||
| 37.50 | ||||
| -28.40 | ||||
| 0.51 | ||||
| -1.87 | ||||
| 23.95 | ||||
| 19.54B | ||||
| Forward PE | 9.28 | |||
| PEG | 1.88 |
| Financial Strength | Value | Industry | S&P 500 | US Markets |
|---|---|---|---|---|
| 1.00 | ||||
| 1.60 | ||||
| 0.35 | ||||
| 0.54 | ||||
| 18.00 | ||||
| Leverage Ratio | 2.70 |
| Profitability | Value | Industry | S&P 500 | US Markets |
|---|---|---|---|---|
| 72.00 | ||||
| 25.70 | ||||
| 28.80 | ||||
| 24.30 | ||||
| 13.56 |
| Revenue | Value | Industry | S&P 500 | US Markets |
|---|---|---|---|---|
| 4.61B | ||||
| 10.13 | ||||
| 7.87 | ||||
| 7.12 |
| Dividends | Value | Industry | S&P 500 | US Markets |
|---|---|---|---|---|
| 3.89 | ||||
| 0.75 | ||||
| -15.33 | ||||
| -8.82 | ||||
| Payout ratio | 28.00 |
| Earnings History | Estimate | Reported | Surprise % |
|---|---|---|---|
| Q03 2023 | 0.36 | 0.35 | -2.78 |
| Q02 2023 | 0.40 | 0.31 | -22.50 |
| Q01 2023 | 0.36 | 0.38 | 5.56 |
| Q04 2022 | 0.36 | 0.39 | 8.33 |
| Q03 2022 | 0.43 | 0.34 | -20.93 |
| Q02 2022 | 0.52 | 0.39 | -25.00 |
| Q01 2022 | 0.61 | 0.56 | -8.20 |
| Q04 2021 | 0.76 | 0.86 | 13.16 |
| Earnings Per End | Estimate | Revision % | Trend |
|---|---|---|---|
| 12/2023 QR | 0.37 | -19.57 | Negative |
| 12/2023 FY | 1.42 | -7.19 | Negative |
| 3/2024 QR | 0.35 | -16.67 | Negative |
| 12/2024 FY | 1.60 | -15.34 | Negative |
| Next Report Date | 23rd Jan 2024 |
| Estimated EPS Next Report | 0.37 |
| Estimates Count | 6 |
| EPS Growth Next 5 Years % | 5.10 |
| Volume Overview | |
|---|---|
| Volume | 7.05M |
| Shares Outstanding | 449.55K |
| Shares Float | 309.29M |
| Trades Count | 41.55K |
| Dollar Volume | 106.11M |
| Avg. Volume | 7.33M |
| Avg. Weekly Volume | 10.60M |
| Avg. Monthly Volume | 6.18M |
| Avg. Quarterly Volume | 5.21M |
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)
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
TipRanks News for IVZ
Wed, 25 Oct 2023 11:21 GMT Analysts Have Conflicting Sentiments on These Financial Companies: Hanmi Financial (HAFC), Invesco (IVZ) and Synchrony Financial (SYF)
- TipRanks. All rights reserved.
