Invesco Ltd. (IVZ) Stock

Invesco Ltd. trades at a P/E ratio of 24.47, which is near the market average of approximately 20, suggesting the market views it as fairly valued relative to its earnings. Looking ahead, the forward P/E of 10.05 is lower than the current P/E, indicating analysts expect earnings to grow over the next year. The PEG ratio of 0.49 suggests the stock may be undervalued relative to its growth rate.

With a beta of 1.56, Invesco Ltd. is significantly more volatile than the market. For every 10% market move, this stock tends to move 16% in the same direction. Higher beta stocks offer greater potential returns but with increased risk. The price-to-book ratio of 0.93 indicates the stock trades below its accounting value, which could signal value or distress.

Invesco Ltd. achieves a profit margin of 13.30%, meaning it retains $13.30 from every $100 in revenue after all expenses. This represents a solid margin typical of well-run businesses, showing the company can effectively balance revenue generation with cost control. The operating margin of 14.10% reveals how efficiently the company runs its core business operations before interest and taxes. With ROE at 5.25% and ROA at 2.37%, the company achieves moderate returns on invested capital.

Invesco Ltd.'s revenue grew by 2.20% year-over-year, showing steady progress in growing the business. This positive trajectory indicates the company maintains competitive positioning in its markets. Earnings increased by 21.90% year-over-year, outpacing revenue growth through improved margins. These growth metrics should be evaluated against ASSET MANAGEMENT industry averages for proper context.

Invesco Ltd. offers a dividend yield of 3.65%, paying $0.83 per share annually. This above-average yield of 2-4% provides meaningful income while still allowing the company to reinvest for growth. It compares favorably to the S&P 500 average and offers competitive returns versus bonds in the current rate environment. To receive the next dividend, shares must be purchased before the ex-dividend date of Aug 14, 2025.

The dividend sustainability can be assessed through the payout ratio - Invesco Ltd. pays $0.83 per share in dividends against earnings of $0.94 per share, resulting in a payout ratio of 88.30%. This high payout ratio of 60-90% leaves limited earnings for reinvestment. While currently sustainable, there's less buffer for dividend growth or protection during earnings downturns. The next dividend payment is scheduled for Sep 2, 2025.

Invesco Ltd. has a market capitalization of $10.3B, classifying it as a large-cap stock ($10B-$200B). Large-caps are typically industry leaders with established business models, offering a balance of stability and growth potential. They often provide dividend income and are core holdings in institutional portfolios. With 445.96M shares outstanding, the company's ownership is relatively concentrated. As a participant in the ASSET MANAGEMENT industry, it competes with other firms in this sector.

Invesco Ltd.'s book value per share is $24.36, while the current stock price is $23.94, resulting in a price-to-book (P/B) ratio of 0.98. Trading below book value can indicate the market perceives challenges ahead, or it might represent a value opportunity if the assets are quality and earnings can recover. Value investors often screen for P/B ratios below 1.0. As a common stock, this represents equity ownership with voting rights.

13 analysts cover IVZ with 15% recommending buy/strong buy ratings. Analyst predictions have mixed reliability - studies show consensus rarely beats market returns consistently. The bearish sentiment could create opportunity if analysts are wrong. The consensus target of $23.54 implies -1.7% downside, but targets are often adjusted to follow price moves rather than predict them.

Current analyst recommendations:02 Buy, 11 Hold, 00The neutral stance suggests uncertainty or fair valuation at current levels.Remember that analyst opinions often lag price movements and can be influenced by investment banking relationships.