Invesco Ltd.
General ticker "IVZ" information:
- Sector: Financials
- Industry: Asset Management
- Capitalization: $10.5B (TTM average)
Invesco Ltd. follows the US Stock Market performance with the rate: 72.8%.
Estimated limits based on current volatility of 1.6%: low 28.74$, high 29.69$
Factors to consider:
- Company included in S&P500 list
- Company pays dividends (quarterly): last record date 2026-05-15, amount 0.21$ (Y2.92%)
- Total employees count: 7499 (-11.9%) as of 2025
- North and South America accounted for 76.7% of revenue in the fiscal year ended 2024-12-31
- Top business risk factors: Market volatility, Market competition, Regulatory and compliance, Technology failures, Operational and conduct risks
- Price in estimated range
- Earnings for 3 months up through Q1 are close to our estimates
Stock Forecast*
* forecast is subjective and experimental, should not be used for any investment decisions
Long term estimates were made for the period from 2025-12-31 to 2027-12-31
- 2025-12-31 to 2026-12-31 estimated range: [22.07$, 30.85$]
- 2026-12-31 to 2027-12-31 estimated range: [21.95$, 31.08$]
Financial Metrics affecting the IVZ estimates:
- Positive: with PPE of 13.2 at the end of fiscal year the price was neutral
- Negative: negative Operating income
- Positive: 6.59 < Operating cash flow per share per price, % of 12.61
- Positive: Industry operating profit margin (median), % of 36.63 > 9.60
- Positive: -14.17 < Investing cash flow per share per price, % of -8.06
- Positive: -0.03 < Industry operating cash flow per share per price (median), % of 3.34
- Negative: -0.75 < Inventory ratio change, % of 0
- Positive: -3.75 < Return on assets ratio (scaled to [-100,100]) of -0.64
Short-term IVZ quotes
Long-term IVZ plot with estimates
Financial data
| YTD | 2023-12-31 | 2024-12-31 | 2025-12-31 |
|---|---|---|---|
| Operating Revenue | $5,716.40MM | $6,067.00MM | $6,377.10MM |
| Operating Expenses | $6,151.20MM | $5,234.90MM | $7,072.80MM |
| Operating Income | $-434.80MM | $832.10MM | $-695.70MM |
| Non-Operating Income | $196.90MM | $173.20MM | $316.30MM |
| Interest Expense | $70.50MM | $58.00MM | $82.50MM |
| Income(Loss) | $-237.90MM | $1,005.30MM | $-379.40MM |
| Taxes | $-69.70MM | $252.90MM | $-204.60MM |
| Net Income(Loss)* | $-96.90MM | $774.80MM | $-281.70MM |
| Stockholders Equity | $14,597.60MM | $14,559.90MM | $12,231.00MM |
| Assets | $28,933.80MM | $27,008.90MM | $27,094.00MM |
| Operating Cash Flow | $1,300.80MM | $1,190.00MM | $1,525.30MM |
| Capital expenditure | $164.30MM | $69.10MM | $84.30MM |
| Investing Cash Flow | $-244.30MM | $68.40MM | $-974.40MM |
| Financing Cash Flow | $-585.40MM | $-1,661.60MM | $-149.50MM |
| Earnings Per Share** | $-0.21 | $1.70 | $-0.62 |
* Profit(Loss) attributable to entity.
** EPS are Split Adjusted, recent splits may be reflected with a delay.