Ticker: IVZ

Invesco

Finance Financials Asset Management

Price 32.08

Reco Buy Potential 72 Risk 53 Updated 2026-09-10

Official website

Forecast impact

positive

Target +21.5% target fill 82.3%

Reaction D5 +2.45% · D10 +1.55% fresh confirmed · market trust

Impact Potential +6 · Risk -3 valid until 2026-09-12

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.

Category: Finance Sector: Financials Industry: Asset Management Investment style: Growth Horizon: Medium-term Company type: Blue Chip Company type: Market Leader

Fundamental metrics (experimental) Updated: 2026-09-07

EPS (TTM) — earnings per share for the last 12 months, $: -0.68
Revenue QoQ — quarter-over-quarter revenue growth: 4.6%
EPS surprise: 6.6%
20d volatility: 1.4%
Dividend yield: 2.7%
last ex-date: 2026-08-14

AI recommendation changes

Date	Before	After	Reason
2026-09-04	Hold	Buy	Positive momentum, but EPS weakness raises concerns.
2026-09-02	Buy	Hold	Weak fundamentals and negative momentum raise concerns.
2026-08-06	Sell	Buy	Strong momentum and solid dividend yield support growth.
2026-07-29	Hold	Sell	Weak fundamentals and high risk limit upside potential.
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.
2026-06-19	Buy	Sell	Weak fundamentals and negative momentum raise concerns.
2026-06-13	Hold	Buy	Mixed fundamentals with decent momentum and dividend yield.
2026-05-28	Sell	Hold	Weak fundamentals offset by dividend yield and recent momentum.
2026-05-20	Hold	Sell	Weak fundamentals and negative momentum raise concerns.
2026-05-08	—	Hold	Weak fundamentals and mixed momentum signal caution.
2026-05-08	Buy	Hold	Компания показывает умеренный рост выручки и дивидендную доходность, но отрицательный EPS и недавние колебания цен указывают на риски. Рекомендуется удерживать акции до более ясных сигналов о восстановлении.
2026-05-01	Hold	Buy	Компания показывает положительную динамику на коротких сроках, однако отрицательный EPS и нестабильный рост на более длительных периодах указывают на необходимость осторожного подхода.
2026-03-29	Hold	Sell	Компания показывает отрицательный EPS и снижение цены акций в последние месяцы, что указывает на высокие риски. Однако дивидендная доходность остается привлекательной, что может поддерживать интерес инвесторов.
2026-03-07	Buy	Hold	Компания демонстрирует негативную динамику цен за последние месяцы, а также отрицательный EPS. Высокий риск и низкий потенциал роста делают её менее привлекательной для инвестиций.
2026-02-27	Hold	Buy	Компания показывает положительную динамику на длительном горизонте, особенно за последние 60 и 120 дней. Высокая дивидендная доходность и рост выручки также поддерживают привлекательность акций.
2026-02-08	Buy	Hold	Компания показала хороший рост за последние 120 дней, однако недавние колебания цен и отсутствие данных по EPS и доходам вызывают опасения. Рекомендуется удерживать акции до получения более ясной информации о финансовых
2026-01-30	Hold	Buy	Компания показывает сильный рост за последние 120 дней, что указывает на позитивные перспективы. Однако волатильность за последние 5 дней и отсутствие данных по EPS и дивидендам увеличивают риск.
2026-01-29	Buy	Hold	Компания показывает положительную динамику на длительном горизонте, однако недавнее снижение на 5 дней указывает на возможные краткосрочные риски.
2026-01-27	Hold	Buy	Компания демонстрирует сильный рост за последние 120 дней, что указывает на положительную динамику. Несмотря на недавние колебания, долгосрочные перспективы выглядят многообещающе.
2026-01-25	Buy	Hold	Компания показывает сильный рост за последние 60 и 120 дней, однако недавние падения на коротких временных интервалах могут указывать на волатильность. Рекомендуется удерживать акции до более ясных сигналов на рынке.
2026-01-23	Hold	Buy	Компания демонстрирует сильный рост за последние 120 дней, что указывает на позитивные перспективы. Низкий риск и высокая волатильность также делают ее привлекательной для инвестиций.

Analyst forecasts

Date	Analyst	Action	Target	Price Then
2026-08-13	RBC Capital	Target Raised	— → 39	32.025
2026-08-10	Evercore ISI	Target Raised	33 → 35	32.05
2026-07-29	Barclays	Target Raised	31 → 32	29.43
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
2026-04-29	Goldman Sachs	Target Raised	27 → 30	25.88
2026-04-29	Barclays	Target Raised	24 → 26	25.88
2026-04-21	RBC Capital	Target Lowered	33 → 31	24.95
2026-04-10	Evercore ISI	Target Lowered	29 → 27	23.63
2026-04-10	BMO Capital	Target Lowered	32 → 28	23.63
2026-01-28	RBC Capital	Target Lowered	35 → 33	27.765
2026-01-28	Cowen & Co.	Target Raised	33.5 → 34.5	27.275
2026-01-28	Argus Research	Target Raised	27 → 31	27.255
2026-01-28	Goldman Sachs	Target Raised	28.75 → 29.5	27.16
2026-01-28	Barclays	Target Lowered	30 → 29	27.16

News Page 1 of 1

Equal-Weight S&P 500 ETFs Gain Traction as Invesco’s RSP Surpasses $100 Billion in Assets

08/23/2026, 06:31 AM business growth finance Invesco

Equal-weight ETFs, particularly the Invesco S&P 500 Equal Weight ETF (RSP), are gaining traction as investors seek to mitigate concentration risk associated with large-cap stocks, which have recently underperformed. This shift highlights a broader market trend towards diversification and may influence investment strategies moving forward.

U.S. Solar Stocks Surge Following Trump’s New Tariffs on Polysilicon Products

08/07/2026, 03:35 AM stock_growth energy SolarEdge Technologies Invesco First Solar

U.S. solar stocks surged following President Trump's announcement of new tariffs on polysilicon imports, a key material for solar panels, aimed at bolstering domestic production against Chinese competition.

Invesco Advises Income Investors to Consider Global Bonds Amid Central Bank Policy Divergence

08/05/2026, 12:37 PM investing research finance Invesco Vanguard iShares

Invesco suggests that investors should explore global bonds to capitalize on varying central bank policies, highlighting opportunities in international markets for attractive yields.

DTCC Completes Tokenization Trial with Major Financial Firms Including JPMorgan and Goldman Sachs

07/15/2026, 08:36 AM economy announcement finance JPMorgan Chase Goldman Sachs SPDR S&P 500 ETF Trust Microsoft BlackRock State Street Corporation Invesco Vanguard

The Depository Trust and Clearing Corporation (DTCC) is conducting a significant trial of tokenized assets, involving major financial firms, which could pave the way for broader adoption of blockchain technology in traditional finance.

A Significant $24 Million Trade in Invesco QQQ Trust (QQQ) Signals Bullish Sentiment for Nasdaq 100

07/09/2026, 12:36 PM business review finance software Invesco

A significant $24 million trade in the Invesco QQQ Trust ETF indicates bullish sentiment among traders, as it requires the Nasdaq-100 index to reach an all-time high by the end of July. This trade, along with other notable bullish activities, suggests a potential upward movement in tech stocks.

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

07/06/2026, 11:39 AM investing forecast Analysts: analysts finance utilities Invesco

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.

Financial Stocks Approach Breakout Territory Amid AI Dominance

06/17/2026, 12:35 PM investing review finance JPMorgan Chase US Bancorp Travelers Invesco Chubb Bank of America

Financial stocks are gaining attention as many are nearing breakout levels, with 20 out of 76 in the sector trading within 10% of their 52-week highs, despite being overshadowed by AI stocks this year. This trend indicates potential growth opportunities for investors in the financial sector.