IVZ - Invesco Ltd. | StockAlert.pro

Stock Details

Invesco Ltd. (IVZ), a prominent company in the finance sector within the investment advice industry, is based in USA and primarily trades on the NYSE.Currently, the stock is trading at $21.80. Over the past 52 weeks, it has ranged between $11.44 and $21.84. This places the current price at 99.8% of its 52-week high and 90.6% above its 52-week low. Recent trading volume was recorded at 4,954,923. The International Securities Identification Number (ISIN) for this stock is US46120E6055.

Fundamentals

Valuation Metrics

P/E Ratio (TTM)

12.56

Below market average

Forward P/E

9.23

Earnings expected to grow

PEG Ratio

0.47

Potentially undervalued

Price to Book

0.66

EV/EBITDA

7.80

EPS (TTM)

$1.25

Price to Sales

1.15

Beta

1.44

Similar volatility to market

How is IVZ valued relative to its earnings and growth?

Invesco Ltd. trades at a P/E ratio of 12.56, which is below the market average of approximately 20. This lower valuation could indicate the market has modest growth expectations, or it might represent an undervalued opportunity if the fundamentals are strong. Looking ahead, the forward P/E of 9.23 is lower than the current P/E, indicating analysts expect earnings to grow over the next year. The PEG ratio of 0.47 suggests the stock may be undervalued relative to its growth rate.

What is IVZ's risk profile compared to the market?

With a beta of 1.44, Invesco Ltd. is roughly as volatile as the market, moving in line with broad market trends. This moderate beta suggests the stock offers market-level returns without excessive volatility. The price-to-book ratio of 0.66 indicates the stock trades below its accounting value, which could signal value or distress.

Performance & Growth

Profit Margin

13.10%

Operating Margin

18.10%

Return on Equity

5.09%

Return on Assets

2.44%

Revenue Growth (YoY)

3.70%

Earnings Growth (YoY)

21.90%

How profitable and efficient is IVZ's business model?

Invesco Ltd. achieves a profit margin of 13.10%, meaning it retains $13.10 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 18.10% reveals how efficiently the company runs its core business operations before interest and taxes. With ROE at 5.09% and ROA at 2.44%, the company achieves moderate returns on invested capital.

What are IVZ's recent growth trends?

Invesco Ltd.'s revenue grew by 3.70% 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 INVESTMENT ADVICE industry averages for proper context.

Dividend Information

Dividend Per Share

$0.83

Dividend Yield

5.35%

Ex-Dividend Date

5/14/2025

Dividend Date

6/3/2025

What dividend income can investors expect from IVZ?

Invesco Ltd. offers a dividend yield of 5.35%, paying $0.83 per share annually. This high yield exceeds 4%, significantly outperforming the S&P 500 average of 1.5-2% and most investment-grade bonds. For income-focused investors, this represents an attractive cash flow opportunity, though high yields sometimes signal market concerns about sustainability. To receive the next dividend, shares must be purchased before the ex-dividend date of 5/14/2025.

How reliable is IVZ's dividend for long-term investors?

The dividend sustainability can be assessed through the payout ratio - Invesco Ltd. pays $0.83 per share in dividends against earnings of $1.25 per share, resulting in a payout ratio of 66.00%. 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 6/3/2025.

Company Size & Market

Shares Outstanding

447.56M

Book Value/Share

$23.88

Asset Type

Common Stock

What is IVZ's market capitalization and position?

Invesco Ltd. has a market capitalization of $7.03B, classifying it as a mid-cap stock ($2B-$10B). Mid-caps often represent companies in their growth phase, offering higher growth potential than large-caps but with more stability than small-caps. They can be attractive takeover targets and may become tomorrow's large-caps. With 447.56M shares outstanding, the company's ownership is relatively concentrated. As a participant in the INVESTMENT ADVICE industry, it competes with other firms in this sector.

How does IVZ's price compare to its book value?

Invesco Ltd.'s book value per share is $23.88, while the current stock price is $21.80, resulting in a price-to-book (P/B) ratio of 0.91. 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.

Analyst Ratings

Analyst Target Price

$15.21

30.23% downside potential

Analyst Recommendations

Strong Buy

Buy

Hold

Sell

Strong Sell

How reliable are analyst predictions for IVZ?

14 analysts cover IVZ with 7% 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 $15.21 implies -30.2% downside, but targets are often adjusted to follow price moves rather than predict them.

What is the Wall Street consensus on IVZ?

Current analyst recommendations:01 Buy, 12 Hold, 1 Sell, 0The 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.

Fundamentals last updated: Jul 1, 2025, 04:25 AM

Invesco Ltd. (IVZ) Stock