Invesco Ltd

Invesco Ltd(IVZ)股票分析

$31.990

-0.771 (-2.41%)收盤時

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High
33.270
Open
32.290
VWAP
32.28
Vol
4.82M
Mkt Cap
6.68B
Low
31.566
Amount
155.60M
EV/EBITDA, TTM
12.17

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 (IVZ) appears to be a good buy right now, trading at $32.86 with a forward P/E of 11.95, suggesting it is undervalued compared to its earnings potential. The stock has shown strong momentum with a 1-year change of +51.78% and a 20-day change of +11.01%. The RSI is at 59.97, indicating bullish momentum, while the recent analyst upgrades suggest confidence in future growth. However, the main risk is the high debt-to-equity ratio of 81.12%, which could impact financial stability if not managed carefully.

Analyst Ratings (16)

-10.35% downside
Buy
11 Buy
5 Hold
0 Sell
Current: 31.99
最低
25.00
平均
28.68
最高
33.50

TD Cowen

2026-08-13

目標價

$39

Buy

Evercore ISI

2026-08-10

目標價

$35

In Line

BofA

2026-08-05

目標價

$38

Neutral

RBC Capital

2026-07-29

目標價

$35

Outperform

JPMorgan

2026-07-29

目標價

$29

Neutral

估值指標

The current forward P/E ratio for Invesco Ltd (IVZ) is 12.06, compared to its 5-year average forward P/E of 9.96.

Forward P/E

Overvalued
5Y Average P/E
9.96
Current P/E
12.06
高估
11.41
低估
8.51

Forward EV/EBITDA

Fair
5Y Average EV/EBITDA
5.95
Current EV/EBITDA
12.17
高估
18.63
低估
-6.72

Forward P/S

Strongly Overvalued
5Y Average P/S
1.82
Current P/S
2.46
高估
2.09
低估
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

情境價格

B

Base

Base · 50%IVZ

$14.63

情境價格

B

Bear

Bear · 25%IVZ

$11.95

情境價格

Whales holding IVZ

T

Trian Fund Management, L.P.

+ HoldingIVZ

+3.43%

3M Return

E

Engineers Gate Manager LP

+ HoldingIVZ

+0.30%

3M Return

S

Scout Investments, Inc.

+ HoldingIVZ

-3.24%

3M Return

事件時間軸

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

2026-07-28 (ET)

07:00:00

Company Reports Q2 Revenue of $1.33B

2026-07-15 (ET)

10:00:00

Notable Gainers Among Liquid Options Include PayPal and BlackRock

資訊

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 (IVZ) appears to be a good buy right now, trading at $32.86 with a forward P/E of 11.95, suggesting it is undervalued compared to its earnings potential. The stock has shown strong momentum with a 1-year change of +51.78% and a 20-day change of +11.01%. The RSI is at 59.97, indicating bullish momentum, while the recent analyst upgrades suggest confidence in future growth. However, the main risk is the high debt-to-equity ratio of 81.12%, which could impact financial stability if not managed carefully.

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

本頁僅供研究參考,不構成投資建議。模型可能出錯。過往表現不代表未來結果。

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