Invesco Ltd

Invesco Ltd (IVZ) Stock Analysis

$28.800

+0.896 (+3.11%)At close

Loading chart…
High
28.810
Open
27.930
VWAP
28.26
Volume
5.34M
Mkt Cap
6.68B
Low
27.180
Amount
151.01M
EV/EBITDA, TTM
10.22

Invesco Ltd. is a global asset management firm serving clients in more than 120 countries. The Company delivers a comprehensive range of investment capabilities across public, private, active, and passive. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds.

AI analysis of Invesco Ltd (IVZ)

Buy

Invesco Ltd is a good buy right now due to its recent upgrade by UBS, which sees a price target of $41, significantly above the current price of $29.51. Additionally, the forward P/E ratio of 9.51 suggests that the stock is undervalued compared to its earnings potential. However, the company has faced a decline in assets under management, with a 0.9% decrease reported for September 2026, which is a risk to consider.

Analyst Ratings (16)

-0.42% Downside
Buy
11 Buy
5 Hold
0 Sell
Current: 28.80
Low
25.00
Average
28.68
High
33.50

TD Cowen

2026-10-12

Price Target

$38

Buy

RBC Capital

2026-10-09

Price Target

$36

Outperform

Evercore ISI

2026-10-09

Price Target

$34

In Line

UBS

2026-10-07

Price Target

$41

Buy

UBS

2026-10-06

Price Target

$41

Buy

Valuation Metrics

The current forward P/E ratio for Invesco Ltd (IVZ) is 9.51, compared to its 5-year average forward P/E of 9.99.

Forward P/E

Fair
5Y Average P/E
9.99
Current P/E
9.51
Overvalued
11.43
Undervalued
8.56

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
6.06
Current EV/EBITDA
10.22
Overvalued
18.76
Undervalued
-6.63

Forward P/S

Overvalued
5Y Average P/S
1.82
Current P/S
2.16
Overvalued
2.10
Undervalued
1.54

Alphio AI Price Scenarios for IVZ

Scenario prices are the last monthly forecast band of the current year. Probabilities are fixed model weights (25 / 50 / 25), not guarantees.

B

Bull

Bull · 25%IVZ

$16.02

Scenario price

B

Base

Base · 50%IVZ

$14.63

Scenario price

B

Bear

Bear · 25%IVZ

$11.95

Scenario price

Whales holding IVZ

C

Cacti Asset Management, LLC

+ HoldingIVZ

-0.59%

3M Return

T

Trian Fund Management, L.P.

+ HoldingIVZ

-2.89%

3M Return

S

Scout Investments, Inc.

+ HoldingIVZ

-4.38%

3M Return

B

Basswood Capital Management, L.L.C.

+ HoldingIVZ

-10.37%

3M Return

Events Timeline

2026-10-09 (ET)

07:00:00

Invesco Reports AUM Decrease to $2.54T

2026-09-10 (ET)

16:30:00

Invesco Reports $2.56T AUM, Up 4.7% Month-over-Month

2026-08-31 (ET)

17:30:00

Invesco's Andrew Lo to Retire on March 31, 2027

2026-08-11 (ET)

07:00:00

Invesco Reports AUM Decrease to $2.45 Trillion

News

IVZ FAQ — answered by Alphio AI

Invesco Ltd. is a global asset management firm serving clients in more than 120 countries. The Company delivers a comprehensive range of investment capabilities across public, private, active, and passive. It offers a range of investment strategies across asset classes, investment styles, and geographies. Its asset classes include equity, fixed income, balanced, alternatives and money market. Its retail assets under management include exchange-traded funds, separately managed accounts, individual savings accounts, investment companies with variable capital, investment trusts, open-end mutual funds, unit investment trusts, and variable insurance funds. Its institutional assets include institutional separate accounts, private funds, open-end mutual funds, and collective trust funds. Its client base includes public and private entities, unions, non-profit organizations, endowments, foundations, financial institutions, and sovereign wealth funds. It operates in the Financials sector (INVESTMENT ADVICE industry).

Invesco Ltd is a good buy right now due to its recent upgrade by UBS, which sees a price target of $41, significantly above the current price of $29.51. Additionally, the forward P/E ratio of 9.51 suggests that the stock is undervalued compared to its earnings potential. However, the company has faced a decline in assets under management, with a 0.9% decrease reported for September 2026, which is a risk to consider.

16 analysts cover IVZ: 11 rate it Buy, 5 Hold and 0 Sell. The average price target is 28.68.

Community

More ↗

No posts yet

Sign up or log in to join the discussion

This page is for research only and is not investment advice. Models can be wrong. Past performance does not guarantee future results.

Start trading