S&P 500 7,457.69 -1.01% NASDAQ 25,520.24 -1.40% DOW 52,146.42 -0.77% R2K 2,962.22 -0.42% VIX 18.77 +12.19% US 10Y 4.54 -0.61% DXY 100.75 +0.02% BITCOIN 64,574.99 -0.34%
Next Bullish Trade
Sign in
IVZ

Invesco Ltd. NYQ · IVZ

$29.63 -0.67 (-2.21%)
Extended · +1.32σ
Mkt cap $13.1B
P/E
Day $29.31 – $29.92
52wk $21.82 – $31.02
Avg vol 5.3M
Beta 1.60
Div yld 2.90%
Next earnings 2026-07-28

Quick read

Plain English

Invesco Ltd. is a publicly owned investment manager.

IVZ last traded at $29.63, down 2.2% on the day; that's in the upper part of its 52-week range ($21.82–$31.02). Right now it's trading above its recent average — momentum is positive, though some of the move may already be in the price.

The next scheduled earnings report (2026-07-28) is the biggest known catalyst on the calendar, and after a strong run, watch whether the price can hold its gains on quieter days.

A plain-English snapshot built from the data on this page — not investment advice. Always do your own research.

Today's read

Grading desk →

KC1 upper, +1.31 ATR from EMA21 — no notable pattern

Long
score 12 · tech 12 / 80 · support 0 / 20
above KC1 lower, +1.31 ATR from EMA21 · no notable pattern
  • · Aligned with weak uptrend
How this grade was earned
total 12 pts
Cycle position 6
Market fit 6

Each bar shows how many points that factor added. The more points — and the more factors that agree — the higher the letter grade.

Short
score 23 · tech 23 / 80 · support 0 / 20
KC1 upper, +1.31 ATR from EMA21 · no notable pattern
  • · KC1 upper stretch — light pop
  • · RSI hook from overbought (60)
How this grade was earned
total 23 pts
Cycle position 14
Momentum 6
Market fit 3

Each bar shows how many points that factor added. The more points — and the more factors that agree — the higher the letter grade.

132-Day Trend Zones

Full chart →
21 EMA +1 ATR +2 ATR −2 ATR
O H L C

Valuation & accounting

Valuation desk →

Our cash-flow model pegs fair value near $55.34 (fair range $33–$55); today's price leaves a +48% cushion below that estimate. The model's verdict is “Deep value” and accounting quality screens as Adequate. Model estimates only — do your own due diligence.

Intrinsic (DCF)
$55.34
Fair-value range
$33.32 – $55.34
Margin of safety
+48%
Verdict
Deep value
Accounting quality Adequate
  • ✓ Quick ratio 2.18 (antifragile)
  • ✓ Current ratio 12.00 (antifragile)
  • ✓ Positive retained earnings
  • ⚠ Debt exceeds cash

Price implies ~4% growth (vs trailing rev yoy). Model estimate — do your own due diligence.

Key statistics

All statistics →

IVZ is a $13.1 billion company, it moves harder than the market (beta 1.6).

Mkt cap $13.1B
P/E ttm
Fwd P/E 9.3
Beta 1.60
Day range $29.31 – $29.92
52w range $21.82 – $31.02
Avg vol 5.3M
RSI(2) 39.9
ROE -1.5%
Net mgn -3.7%
FCF mgn 13.1%
Debt/Eq 0.15
Div yld 2.90%
Sector Financial Services
Industry Asset Management
Next earn 2026-07-28
52-week range · today's price
$21.82$31.02

More on IVZ

Options idea

See more →
CALL $30 2026-08-21
$1.22
PUT $29 2026-08-21
$1.79

Earnings

See more →
Last reported
2026-04-28
EPS (act / est)
0.57 / 0.58
Surprise
-1.2%
Next report
2026-07-28

About

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. Th…