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Invesco Ltd IVZ Stock Quote

| Rating as of

NYSE: IVZ

Last close prices updated as of Feb 07, 2023, 3:57 PM EST | USD | BATS BZX Real-Time Price
  • Last Close 19.41
  • Sector Financial Services
  • Industry Asset Management
  • Investment Style Mid Value
  • Day Range 19.24  –  19.78
  • Year Range 13.20  –  24.31
  • Market Cap 8.9138 Bil
  • Volume / Avg 2.9 Mil /  4.9 Mil
  • Price / Sales 1.47
  • Price / Book 0.58
  • Forward Div Yield 3.86%
  • Trailing Div Yield 4.69%

Morningstar‘s Stock Analysis IVZ

Valuation
Currency in
Is it the right time to buy or sell?
Is it the right time to buy or sell?

1-Star Price

INVESTOR

5-Star Price

INVESTOR

Economic Moat

INVESTOR

Capital Allocation

INVESTOR

Invesco Will See Market Losses and Outflows as Long as Equity and Credit Markets Are Declining

Greggory Warren Sector Strategist

Business Strategy and Outlook

| Greggory Warren |

Invesco had for a long time been a top pick for us among the traditional U.S.-based asset managers we cover, having generated solid organic AUM growth (of 1.7% annually on average during 2008-17) and having a broadly diversified platform (including a niche ETF product portfolio with PowerShares ETF operations, which were rebranded as Invesco ETFs in 2018), despite generating below-average levels of operating profitability (primarily because of the costs associated with its more retail-centric distribution platform).

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Key Statistics IVZ

Company Profile IVZ

Business Description

Invesco provides investment-management services to retail (62% of managed assets) and institutional (38%) clients. At the end of 2022, the firm had $1.409 trillion in assets under management spread among its equity (46% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (13%) operations. Passive products account for 31% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 13% of AUM sourced from the Europe, Africa, and Middle East region and 16% coming from Asia.

Contact
1555 Peachtree Street, N.E., Suite 1800, Two Peachtree Pointe
Atlanta, GA, 30309
Industry Asset Management
Employees 8,506

Related Articles IVZ

FAQs for Invesco Ltd Stock

Yes. IVZ has a forward dividend yield of 3.86%. See IVZ’s full dividends and stock split history on the Dividend tab.
Dividend yield allows investors, particularly those interested in dividend-paying stocks, to compare the relationship between a stock’s price and how it rewards stockholders through dividends. The formula for calculating dividend yield is to divide the annual dividend paid per share by the stock price.

Learn more about dividend yield.

IVZ’s market cap is 8.91 Bil.
Market capitalization is calculated by taking a company’s share price and multiplying it by the total number of shares. It’s often used to measure a company’s size. In the Morningstar Style Box, large-cap names account for the largest 70% of U.S. stocks, mid-cap names account for the largest 70–90%, and small-cap names are the remaining 10% of companies.

Learn more about market capitalization.

IVZ’s stock style is Mid Value.
Style is an investment factor that has a meaningful impact on investment risk and returns. Style is calculated by combining value and growth scores, which are first individually calculated.

High-growth stocks tend to represent the technology, healthcare, and communications sectors. They rarely distribute dividends to shareholders, opting for reinvestment in their businesses. More value-oriented stocks tend to represent financial services, utilities, and energy stocks. These are established companies that reliably pay dividends.

Learn more about style.

IVZ’s price/sales is 1.47.
Price/sales represents the amount an investor is willing to pay for a dollar generated from a particular company’s sales or revenues.

IVZ’s price/forward earnings is 11.29.
Forward P/E gives some indication of how cheap or expensive a stock is compared with consensus earnings estimates. The lower the Forward P/E, the cheaper the stock.

IVZ’s price/book is 0.58.
Price/book ratio can tell investors approximately how much they’re paying for a company’s assets, based on historical, rather than current, valuations. Historical valuations generally do not reflect a company’s current market value. Value investors frequently look for companies that have low price/book ratios.

See IVZ’s valuation ratios compared to the Market Index.

IVZ’s beta can be found in Trading Information at the top of this page.
A stock’s beta measures how closely tied its price movements have been to the performance of the overall market.

Compare IVZ’s historical performance against its industry peers and the overall market.