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IVZfinancial servicesnyse

Invesco Ltd. logoInvesco Ltd.

Invesco Ltd. (IVZ) is a financial services company; Yahoo Finance files it under asset management.

Price

$27.08

+0.00% on Nov 6

Risk

High

42.5% vol · 30d

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Key facts, as of

As of November 6, 2026, Invesco Ltd. (IVZ) trades at $27.08, up 15.8% over the past year. Its 52-week range runs from $21.82 to $33.66; the price is 19.5% below that high. It is 47.0% below its all-time high of $51.10, reached in November 2000. Over the 10 years to the end of October 2026, with dividends reinvested, it returned +54.9%, against +316.3% for the S&P 500 (SPY). It sits 3.1% below its 200-day average of $27.96. Its 30-day volatility is 42.5% annualized, which we rate high risk. It has a dividend yield of 3.18%.

Cite: Portfolio Terminal, "Invesco Ltd. (IVZ) stock analysis", 2026-11-06. https://portfolio-terminal.com/analyse/ivz

01Market

Where it trades today

Market cap

$11.90B

Price / earnings

N/A

Beta

1.65

swings more than the market

Dividend yield

3.18%

Volume

5.09M

avg 4.56M

50-day average

$30.06

200-day average

$27.96

30-day move

−10.0%

52-week range19.5% below the high
low $21.82$27.08high $33.66

trading 44% of the way up its 52-week range

02Price

How the price has moved

30-day price-10.00%
30 days ago$30.09 → $27.08today
1-year performance+15.1%
$25$28$32NovDecJanFebMarAprMayJunJulAugSepOct
IVZ · 52 weeks$23.52 → $27.08
03History

How far it is from its record

All-time high

$51.10

Nov 2000, intraday

From the high

−47.0%

+88.7% to regain it

History from

Aug 1995

monthly, Yahoo Finance

10 years

+54.9%

SPY +316.3%

Invesco Ltd. (IVZ) is 47.0% below its all-time high of $51.10, reached in November 2000. Over the 10 years to the end of October 2026, with dividends reinvested, it returned +54.9%, against +316.3% for the S&P 500 (SPY).

IVZ since Aug 1995−47.0% from the high
$13$39$27.08$51.10 · Nov 2000200020102020
Month-end closes, split-adjusted · dashed: today
04Read

The read, from its own figures

the read3 sources

What its numbers say

  • IVZ closes below its 50-day average ($30.06) while the 50-day is still above the 200-day ($27.96): a pullback inside a longer rise, not yet a downtrend.
  • At $27.08, IVZ is 19.5% below its 1-year high of $33.66, set on August 28, 2026, and 24.1% above its 1-year low of $21.82 (April 7, 2026).
  • Over the past month IVZ fell 10.0%, from $30.09 to $27.08.
  • IVZ's 30-day volatility, 42.5% a year, works out to a typical daily move of about 2.7%.
  • Yahoo Finance puts its beta at 1.65: over five years of monthly returns, IVZ moved about 1.65% for each 1% move of the S&P 500.

What would change the read

  • A close back above the 50-day average, $30.06 (+11.0%), restores the uptrend; the 50-day falling 7.0% under the 200-day at $27.96 would make it a downtrend.
  • A close above $33.66 (+24.3%) would be a new 1-year high; below $21.82 (−19.4%), a new 1-year low.

How it is computed

  • Prices are Yahoo Finance's daily candles for IVZ, the same ones the chart below draws; the P/E, forward P/E and beta are Yahoo Finance quote fields.
  • The averages are simple means of the last 50 and 200 closes; the 1-year high and low are the highest high and lowest low of the last 252 sessions; the 30-day volatility is the standard deviation of the past month's daily returns, annualized with the square root of 252.
  • Peers are the other companies Yahoo Finance files under asset management among the assets we track, not a full industry screen; the median counts those with a positive P/E.
  • Every sentence here is written by code from those figures, refreshed daily; nobody edits it for IVZ by hand. It describes what the price and the multiples have done, not what they will do, and it is not advice.

Sources

  • Yahoo Finance quote and daily historyopen →

    The candles, the averages' inputs and the quote fields used for IVZ. Last refresh: Nov 8, 2026, 10:53 PM UTC.

  • How Portfolio Terminal computes its figuresopen →

    The methodology page behind the analytics and their refresh cadence.

  • Industry classification

    Yahoo Finance's industry, as stored in our list of tracked assets: Asset Management.

Computed, not written · Code turns the figures above into these sentences; market data refreshed 11/8/2026, 10:53:36 PM. Page built by Julien Esnault. A description of the data, not advice.
05About

What Invesco Ltd. does

profile

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. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe.…

Employees

7,416

Industry

Asset Management

Headquarters

Atlanta, United States

06Analyst Consensus

What analysts expect

IVZ carries a buy consensus from 14 analysts, with an average price target of $35.00 versus $27.08 today (+29.2%). Targets are estimates and can move quickly after earnings.

Consensus

Buy

Average target

$35.00

$30.00 to $41.00

Upside to target

+29.2%

Analysts covering

14

Consensus aggregated by Yahoo Finance. Targets are estimates, not forecasts.

07Financial Strength

How the business is doing

IVZ generated $7.14B in trailing revenue (14.2% year over year), with a -1.1% net margin, and $1.32B of free cash flow, against $315.80M of net debt.

Revenue (TTM)

$7.14B

Net margin

-1.1%

Revenue growth

14.2%

Free cash flow

$1.32B

Gross margin

31.1%

Operating margin

23.3%

Return on equity

-0.6%

Total cash

$965.50M

Total debt

$1.28B

Earnings growth

-1.5%

08Annual Financials

The numbers, year by year

annual financials4 years
Fiscal yearRevenueGross profitOperating incomeNet incomeEPSFree cash flow
2025$6.38B$2.25B-$695.70M-$281.70M-$1.60$1.44B
2024$6.07B$2.03B$832.10M$774.80M$1.18$1.12B
2023$5.72B$2.01B-$393.20M-$96.90M-$0.73$1.14B
2022$6.05B$2.44B$1.34B$920.70M$1.50$510.30M
Company filings via Yahoo Finance. Refreshed 11/8/2026.
09Next Earnings

When it reports next

Next report

Jan 26, 2027

EPS estimate

$0.78

Revenue estimate

$1.39B

Estimates aggregated by Yahoo Finance. Dates move and estimates change until the report lands.

10ETFs

Which ETFs hold it

IVZ is in 12 of the 54 ETFs we track. It weighs most in RSP: 0.18% of the fund, holding #448 of 504.

etfs holding it12 of 54 funds
RSP0.18%#448 of 504VB0.17%#133 of 1,301XLF0.16%#72 of 76VYM0.05%#259 of 593VUAA0.02%#434 of 503VOO0.02%#437 of 505SPY0.02%#457 of 504CSPX0.02%#456 of 503IVV0.02%#457 of 503VTI0.02%#535 of 3,516ITOT0.02%#563 of 2,423VT<0.01%#1339 of 10,155
11Industry

How its figures compare with those peers

versus its peersIVZ vs the median of BLK, BNY, KKR
metricIVZmedian · ngap
beta1.651.38 · 3+19%
dividend yield3.18%1.57% · 3+103%
30-day volatility42.5%33.8% · 3+26%
Live Yahoo Finance figures for each name; n counts the peers that have the figure.
12Peers

Companies in the same industry

IVZ beside the other companies Yahoo Finance files under asset management among the assets we track (BLK, BNY, KKR, largest first).

peers4 companies
companypricemarket cap
Invesco Ltd. logoIVZ$27.08$11.90B
BlackRock Inc. logoBLK$1178.87$182.05BBNBNY$147.72$99.40BKKR & Co. Inc. logoKKR$96.48$89.11B
Any row opens that company's own analysis.
13Technicals

What the chart is saying

Slipped under its 50-day average inside a longer uptrend.

weakening
ivz · daily
50-day 30.06200-day 27.96resistancesupport
30.0032.0034.007030RSI 14 · 38volR 28.65R 27.48S 26.45S 25.4627.08JunJulAugSepOctNov
Daily candles · IVZLevels are zones where the price turned at least twice in the last year. Last close $27.08 on 2026-11-06.

RSI (14)

38

neutral zone

vs 50-day

−9.9%

avg $30.06

vs 200-day

−3.1%

avg $27.96

From 1-year high

−19.5%

high $33.66 · 2026-08-28

levels and the read42% annualized vol · 30d
resistance$28.65turned here 2×+5.8%
resistance$27.48turned here 6×+1.5%
support$26.45turned here 3×−2.3%
support$25.46turned here 2×−6.0%
  • Price is 9.9% below its 50-day average and 3.1% below its 200-day.
  • RSI at 38 is neither stretched nor washed out.
  • The nearest ceiling is $27.48 (+1.5%), the nearest floor $26.45 (-2.3%).

A description of the chart, not advice. Indicators describe what the price has done; none of them knows what it does next.

14Questions

Questions people ask about it

questions7 answered

What is the risk level of IVZ?

Based on 30-day volatility of 42.5%, IVZ has HIGH risk. Its beta of 1.65 means it has swung more than the S&P 500 over the last five years.

Does IVZ pay dividends?

Yes, Invesco Ltd. has a dividend yield of 3.18%.

How far is IVZ from its all-time high?

Invesco Ltd. is 47.0% below its all-time high of $51.10, reached in November 2000. Over the 10 years to the end of October 2026, with dividends reinvested, it returned +54.9%, against +316.3% for the S&P 500 (SPY).

Which ETFs hold IVZ?

12 of the 54 popular ETFs we track hold Invesco Ltd.. The largest weights: RSP (0.18%), VB (0.17%), XLF (0.16%), VYM (0.05%) and VUAA (0.02%). Measured on each issuer's full holdings file, dated September 30 to October 18, 2026.

How much of VOO is IVZ?

0.02%, as of September 30, 2026: IVZ is holding #437 of 505 in Vanguard's file for VOO. $1,000 in VOO puts about $0.20 in Invesco Ltd..

What is the analyst price target for IVZ?

The average analyst price target for Invesco Ltd. (IVZ) is $35.00 based on 14 analyst estimates, about 29.2% above the current price of $27.08. The published range runs from $30.00 to $41.00.

How much revenue does IVZ generate?

Invesco Ltd. reported $7.14B in trailing twelve-month revenue. Revenue growth is running at 14.2% year over year. Net margin sits at -1.1%. Figures are aggregated from company filings by Yahoo Finance and refresh on an hourly cadence.

Compare IVZ with anything

Five years side by side: what $10,000 became, how far each fell, whether they move together.

Invesco Ltd. logo