Invesco Ltd.
General ticker "IVZ" information:
- Sector: Financials
- Industry: Capital Markets
- Capitalization: $8.2B
Invesco Ltd. follows the US Stock Market performance with the rate: 51.8%.
Estimated limits based on current volatility of 2.1%: low 16.79$, high 17.50$
Factors to consider:
- Company included in S&P500 list
- Company pays dividends: last record date 2024-11-14, amount 0.20$ (Y4.58%)
- North and South America accounted for 76.6% of revenue in the fiscal year ended 2023-12-31
- Price in estimated range
- 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 2023-12-31 to 2025-12-30
- 2023-12-31 to 2024-12-30 estimated range: [14.79$, 21.82$]
- 2024-12-30 to 2025-12-30 estimated range: [17.15$, 24.54$]
Financial Metrics affecting the IVZ estimates:
- Negative: Operating profit margin, % of -7.02 <= 1.03
- Positive: 0.93 < Non-GAAP EPS, $ of 1.51
- Negative: negative Net income
- Positive: Operating cash flow per share per price, % of 18.00 > 12.76
- Positive: Industry earnings per price (median), % of 7.04 > 5.96
- Positive: -0.96 < Investing cash flow per share, $ of -0.54
Short-term IVZ quotes
Long-term IVZ plot with estimates
Financial data
| YTD | 2021-12-31 | 2022-12-31 | 2023-12-31 |
|---|---|---|---|
| Operating Revenue | $6,828.60MM | $6,070.10MM | $5,758.00MM |
| Operating Expenses | $5,040.40MM | $4,752.40MM | $6,192.80MM |
| Operating Income | $1,788.20MM | $1,317.70MM | $-434.80MM |
| Non-Operating Income | $712.30MM | $-70.00MM | $196.90MM |
| Interest Expense | $94.70MM | $85.20MM | $70.50MM |
| R&D Expense | $0.00MM | $0.00MM | $0.00MM |
| Income(Loss) | $2,500.50MM | $1,247.70MM | $-237.90MM |
| Taxes | $531.10MM | $322.20MM | $-69.70MM |
| Profit(Loss) | $1,969.40MM | $925.50MM | $-168.20MM |
| Stockholders Equity | $15,495.80MM | $15,213.60MM | $14,597.60MM |
| Inventory | $3,055.30MM | $0.00MM | $0.00MM |
| Assets | $32,685.60MM | $29,756.80MM | $28,933.80MM |
| Operating Cash Flow | $1,078.10MM | $696.20MM | $1,300.80MM |
| Capital expenditure | $108.80MM | $192.90MM | $164.30MM |
| Investing Cash Flow | $-847.90MM | $-368.60MM | $-244.30MM |
| Financing Cash Flow | $117.30MM | $-966.90MM | $-585.40MM |
| Earnings Per Share* | $3.01 | $2.01 | $-0.73 |
* EPS are Split Adjusted, recent splits may be reflected with a delay.