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Invesco Ltd - Stock Quote IVZ

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Morningstar's Invesco Ltd Stock Analysis

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Market Selloff Continues to Affect Flows and AUM at Invesco; Lowering FVE to $22 Per Share

Greggory Warren, CFA Sector Strategist

Analyst Note

| Greggory Warren, CFA |

We've decreased our fair value estimate for narrow-moat Invesco to $22 per share from $26 after updating our valuation model to include lower levels of assets under management in the near term given market returns so far during the first half of calendar 2022.

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Invesco Ltd's Company Profile

Business Description

Invesco provides investment-management services to retail (67% of managed assets) and institutional (33%) clients. At the end of April 2022, the firm had $1.476 trillion in assets under management spread among its equity (48% of AUM), balanced (5%), fixed-income (21%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 55% 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 the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (3%), continental Europe (11%), and Asia (15%).

1555 Peachtree Street, N.E., Suite 1800, Two Peachtree Pointe
Atlanta, GA, 30309
T +1 404 892-0896
Sector Financial Services
Industry Asset Management
Most Recent Earnings Mar 31, 2022
Fiscal Year End Dec 31, 2022
Stock Type
Employees 8,549

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