Ticker: IVZ

Invesco

Finance Financials Asset Management
Price 29.93
Reco Hold Potential 60 Risk 68 Updated 2026-07-27

Forecast impact

limited
Target +3.6% target fill 96.5%
Reaction D5 +5.47% · D10 +7.10% fresh confirmed · market trust
Impact Potential 0 · Risk 0 valid until 2026-08-13

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell
Description

Company and Business Model

Invesco Ltd. is a global investment management firm that offers a range of investment products and services, including mutual funds, exchange-traded funds (ETFs), and institutional asset management. The company operates through various business segments, primarily focusing on retail and institutional investment management. Its main revenue sources include management fees from investment products and advisory services. Invesco is recognized for its diverse investment strategies across multiple asset classes.

Investment Profile

Invesco's stock may appeal to dividend investors due to its consistent dividend yield of 3.8%. The company has shown moderate revenue growth, which may attract value investors looking for stability. However, the stock's volatility and recent EPS performance suggest a cautious approach for growth investors. Overall, it presents a balanced profile for those seeking income with some potential for capital appreciation.

Fundamental metrics (experimental) Updated: 2026-07-25
EPS (TTM) — earnings per share for the last 12 months, $
-1.48
Revenue QoQ — quarter-over-quarter revenue growth
3.1%
EPS surprise
-1.7%
20d volatility
2.2%
Dividend yield
2.8%
last ex-date
2026-05-15
AI recommendation changes
Date Before After Reason
2026-07-13 Sell Hold Weak fundamentals offset by dividend yield and recent momentum.
2026-07-06 Hold Sell Weak fundamentals and high risk limit upside potential.
2026-06-27 Sell Hold Weak fundamentals and negative momentum raise concerns.
Analyst forecasts
Date Analyst Action Target Price Then
2026-07-14 Barclays Target Raised 26 → 31 28.4
2026-07-10 Evercore ISI Target Raised 31 → 32 29.075
2026-06-08 Evercore ISI Target Raised 28 → 31 27.79
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Invesco

Analysts Fairlead Strategies expect low-volatility stocks to maintain relative strength as market leadership broadens

The market is witnessing a shift as low-volatility stocks, particularly in sectors like electric utilities and REITs, are gaining momentum, indicating a broadening of market leadership beyond technology. This trend suggests that investors are increasingly favoring defensive stocks amid changing market conditions.