Invesco Ltd. (IVZ) Stock Analysis 2026

Financial ServicesAsset Management
$29.02
as of 2026-10-29
+44.5% (52-week)50D MA $29.99  |  200D MA $27.06

BriMind AI Score

Proprietary
40
Neutral
Price CAGR
3.8%
1Y Return
+22.0%
Analyst Upside
+18.9%
Rev Growth
20.5%

Score based on historical price CAGR, revenue growth, analyst upside, and valuation factors. Updated daily.

BriMind 1-Year Price Target

$32.68+12.6% potential
Bear Case
$25.54
Bull Case
$40.37
Model Confidence90%

An even blend of the BriMind AI model's DCF and momentum target ($30.29) and Wall Street's consensus target ($35.07).

AI scores and price targets are for informational and educational purposes only. They do not constitute financial advice or a recommendation to buy or sell any security. Past performance is not indicative of future results. Always conduct your own research before making investment decisions. Full Disclaimer →

IVZ Revenue & Profitability Breakdown

This chart shows how IVZ's revenue flows through to profit. Each row deducts a layer of costs: first the direct cost of making products/services (Cost of Revenue), then operating expenses like marketing and R&D, then taxes. What remains at the bottom is net income — the actual profit shareholders own. High gross and net margins indicate a business with strong pricing power and efficiency.

Revenue
$6.90B
Cost of Revenue
-$4.86B
Gross Profit
$2.04B29.5% margin
Operating Expenses
-$660.6M
Operating Income
$1.38B20.0% margin
Tax & Other
-$1.44B
Net Income
-$-64.5M-0.9% margin
Gross Margin
29.5%
Operating Margin
20.0%
Net Margin
-0.9%

Key Financial Metrics

Invesco Ltd. trades at a trailing P/E of 19.44x, generates $1.14B in free cash flow, runs a debt/equity ratio of 12.06, and converts shareholder equity into profit at a -0.6% return on equity. For context: P/E ratio measures how much you pay for $1 of earnings (lower = cheaper, but fast-growing companies command higher P/E); Free Cash Flow is the cash left after running the business; Debt/Equity shows how leveraged a company is; Return on Equity shows how efficiently it turns shareholder capital into profit.

Market Cap
$14.51B
P/E (Trailing)
19.44
P/E (Forward)
10.08
PEG Ratio
0.90
Revenue
$6.90B
Revenue Growth
20.5%
Earnings Growth
35.0%
Gross Margin
29.5%
Operating Margin
20.0%
Net Margin
-0.9%
Return on Equity
-0.6%
Return on Assets
2.9%
Free Cash Flow
$1.14B
Debt / Equity
12.06
Current Ratio
0.71
Quick Ratio
0.71
Beta
1.60
Dividend Yield
2.6%
Payout Ratio
56.5%
Insider Ownership
0.6%
Inst. Ownership
98.1%
Short % Float
3.6%
Book Value / Share
$22.56

Wall Street Analyst Consensus

Wall Street analysts covering Invesco Ltd. currently haven't converged on a clear consensus rating, with a mean 12-month price target of $33.38 (+15.0% vs the current price). Analysts set these targets after researching a company's earnings, competitive position, and industry trends — Strong Buy / Buy means the majority expect meaningful upside, while Hold means fair value near the current price rather than a sell signal.

Mean Target$33.38+15.0% upside

Technical Price Signals

IVZ is currently in a short-term downtrend, trading below its 50-day average of $29.99 and above its 200-day average of $27.06. Moving averages smooth out day-to-day volatility to reveal the underlying trend — a Golden Cross (50MA crosses above 200MA) is a classic bullish signal, a Death Cross is bearish, though both are lagging indicators that confirm trends rather than predict them.

Current Price
$29.02
50-Day MA
$29.99
▼ Price below
200-Day MA
$27.06
▲ Price above
Short-term Downtrend
Below 50-day MA — caution

Compare IVZ with Peers

TROW vs IVZT. Rowe Price vs Invesco — Active Manager vs ETF-and-Ac
BLK vs IVZBlackRock vs Invesco — Asset Management Giant vs Mid-Si

Further Reading

Research and guides that put IVZ’s numbers in context — how to read the filings behind them, and the frameworks we use to score them.

SectorsBest Bitcoin ETF to Buy in 2026: IBIT vs FBTC vs BTCO ComparedMarket TheoryStock Market Seasonality: Monthly Returns, 'Sell in May,' and What History SaysMarket TheoryWe Backtested 929 Insider Cluster Buys — The Signal Everyone Trusts Loses to the S&P 500Fundamentals58% of Insider Selling Is Noise — How to Find the Part That Matters

More Financial Services Stock Analysis

In-depth reports on companies operating alongside IVZ — business models, bull and bear cases, and the metrics that matter.

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Data sources: Financial metrics and market data sourced from company SEC filings, earnings releases, and investor relations disclosures. Price data, analyst consensus targets, and fundamental financials provided by financial market data providers. ETF data sourced from official fund prospectuses and index provider publications. AI scores and price targets are proprietary estimates — see our Methodology and Disclaimer for details.
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