Invesco Ltd.
General ticker "IVZ" information:
- Sector: Financials
- Industry: Capital Markets
- Capitalization: $8.2B (TTM average)
Invesco Ltd. closely follows the US Stock Market performance with the rate: 81.1%.
Estimated limits based on current volatility of 1.4%: low 24.55$, high 25.27$
Factors to consider:
- Company included in S&P500 list
- Company pays dividends (quarterly): last record date 2025-11-14, amount 0.21$ (Y3.33%)
- Total employees count: 8508 (+0.2%) as of 2024
- North and South America accounted for 76.7% of revenue in the fiscal year ended 2024-12-31
- Top business risk factors: Poor investment performance, Cybersecurity threats, Business continuity, Regulatory and compliance, Product development risks
- Current price 23.3% above estimated high
- Earnings for 9 months up through Q3 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 2024-12-31 to 2026-12-31
- 2024-12-31 to 2025-12-31 estimated range: [14.95$, 20.45$]
- 2025-12-31 to 2026-12-31 estimated range: [14.90$, 20.67$]
Financial Metrics affecting the IVZ estimates:
- Positive: with PPE of 10.1 at the end of fiscal year the price was neutral
- Positive: 7.86 < Operating profit margin, % of 13.72
- Positive: Operating cash flow per share per price, % of 14.95 > 13.24
- Negative: Industry earnings per price (median), % of 0 <= 0
- Negative: Industry operating cash flow per share per price (median), % of 6.69 <= 10.33
- Positive: 1.87 < Return on assets ratio (scaled to [-100,100]) of 2.71
- Negative: -0.15 < Industry inventory ratio change (median), % of 0
- Positive: Industry operating profit margin (median), % of 49.61 > 9.92
Short-term IVZ quotes
Long-term IVZ plot with estimates
Financial data
| YTD | 2022-12-31 | 2023-12-31 | 2024-12-31 |
|---|---|---|---|
| Operating Revenue | $6,048.90MM | $5,716.40MM | $6,067.00MM |
| Operating Expenses | $4,731.20MM | $6,151.20MM | $5,234.90MM |
| Operating Income | $1,317.70MM | $-434.80MM | $832.10MM |
| Non-Operating Income | $-70.00MM | $196.90MM | $173.20MM |
| Interest Expense | $85.20MM | $70.50MM | $58.00MM |
| Income(Loss) | $1,247.70MM | $-237.90MM | $1,005.30MM |
| Taxes | $322.20MM | $-69.70MM | $252.90MM |
| Profit(Loss)* | $920.70MM | $-96.90MM | $774.80MM |
| Stockholders Equity | $15,213.60MM | $14,597.60MM | $14,559.90MM |
| Assets | $29,756.80MM | $28,933.80MM | $27,008.90MM |
| Operating Cash Flow | $703.20MM | $1,300.80MM | $1,190.00MM |
| Capital expenditure | $192.90MM | $164.30MM | $69.10MM |
| Investing Cash Flow | $-375.60MM | $-244.30MM | $68.40MM |
| Financing Cash Flow | $-966.90MM | $-585.40MM | $-1,661.60MM |
| Earnings Per Share** | $2.01 | $-0.21 | $1.70 |
* Profit(Loss) attributable to entity.
** EPS are Split Adjusted, recent splits may be reflected with a delay.