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Invesco Ltd IVZ Stock Quote

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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

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Is it the right time to buy or sell?

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Economic Moat


Capital Allocation


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.

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

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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.

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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.

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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.