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Not Investment Advice
Also trades as: 0UAN.L (LSE) · $vol 0M

IVZ NYSE

Invesco Ltd.
1W: +0.9% 1M: -7.7% 3M: -3.0% YTD: +6.8% 1Y: +27.0% 3Y: +148.6% 5Y: +39.4%
$28.43
-0.10 (-0.35%)
After Hours: $28.87 (+0.44, +1.53%)
Weekly Expected Move ±3.6%
$26 $27 $28 $29 $30
NYSE · Financial Services · Asset Management · Tech Score Sell · Power 36 · $12.6B mcap · 438M float · 1.09% daily turnover · Short 45% of daily vol
Credit Risk of going bust: not rated, financial company (lending is its business) Bonds: none of note held by US funds details ▾
Not rated: lending and leverage are a financial company's business, which the model misreads.
US fund filings (SEC N-PORT) show under $25M of this company's bonds, so there is no bond page. Its debt may be bank loans or privately placed. How these are computed.
#150 of 676
Asset Management
Financial Services · Large Cap · 72 peers
Market Share
0.0%
Top 4 Concentration: nan%

Technical Signal Map

21 Bullish
5 Neutral
47 Bearish
IVZ $12B
Invesco Ltd.
BEARISH -87
OXLCZ $12B
Oxford Lane Capital Corp. 5.00% Notes due 2027
BULLISH +91
BAM $75B
Brookfield Asset Management Ltd.
BULLISH +84
LGGNF $21B
Legal & General Group Plc
BULLISH +75
BX $136B
Blackstone Inc.
BULLISH +73
NTRSO $31B
Northern Trust Corporation
BULLISH +68
BLK $173B
BlackRock, Inc.
BULLISH +66
ARES $40B
Ares Management Corporation
BULLISH +65
GBLBY $10B
Groupe Bruxelles Lambert S.A.
BULLISH +50
PGPHF $19B
Partners Group Holding AG
BULLISH +48
TPG $17B
TPG Inc.
BULLISH +42
BN $85B
Brookfield Corporation
BULLISH +40
IVSXF $129B
Investor AB (publ)
BULLISH +38
TROW $22B
T. Rowe Price Group, Inc.
BULLISH +34
ONEXF $5.7B
Onex Corporation
BULLISH +34
CRBG $15B
Corebridge Financial, Inc.
BULLISH +33
JMCEX $5.8B
JPMorgan Mid Cap Equity R2
BULLISH +32
PFG $23B
Principal Financial Group, Inc.
LEAN BULL +26
OWL $15B
Blue Owl Capital Inc.
LEAN BULL +26
PSHZF $8.8B
Pershing Square Holdings, Ltd.
LEAN BULL +25
OXLCL $11B
Oxford Lane Capital Corp. 6.75% Notes due 2031
LEAN BULL +18
FHI $4.2B
Federated Hermes, Inc.
LEAN BULL +18
BAMGF $57B
Brookfield Asset Management Inc.
NEUTRAL +2
BKFAF $25B
Brookfield Corporation Cum Red Pfd Registered A Series 2
NEUTRAL +2
AMDUF $21B
Amundi S.A.
NEUTRAL +2
AMP $43B
Ameriprise Financial, Inc.
NEUTRAL -2
TGOPF $31B
3i Group plc
NEUTRAL -6
BKAMF $35B
Brookfield Asset Management Inc
LEAN BEAR -12
HASI $4.7B
HA Sustainable Infrastructure Capital, Inc.
LEAN BEAR -16
MNGPF $4.5B
Man Group plc
LEAN BEAR -17
RJF $30B
Raymond James Financial, Inc.
LEAN BEAR -18
SFNXF $9.6B
Sofina S.A.
LEAN BEAR -20
KKR $82B
KKR & Co. Inc.
LEAN BEAR -22
CG $14B
The Carlyle Group Inc.
LEAN BEAR -22
MGRE $10B
Affiliated Managers Group, Inc.
LEAN BEAR -22
AZIHF $6.5B
Azimut Holding S.p.A.
LEAN BEAR -22
OXLCN $12B
Oxford Lane Capital Corp.
LEAN BEAR -24
SLFPF $5.5B
Aberdeen Group plc
LEAN BEAR -28
SEIC $12B
SEI Investments Company
BEARISH -31
CCGDF $5.1B
China Cinda Asset Management Co., Ltd.
BEARISH -33
STT $46B
State Street Corporation
BEARISH -35
EQBBF $37B
EQT AB (publ)
BEARISH -38
EFGXY $6.0B
EFG International AG
BEARISH -43
MGPUF $10.0B
M&G plc
BEARISH -44
IGIFF $13B
IGM Financial Inc.
BEARISH -50
BNJ $85B
Brookfield Finance Inc. 4.50% P
BEARISH -53
SLFPY $5.4B
Abrdn Plc
BEARISH -53
HLNE $4.6B
Hamilton Lane Incorporated
BEARISH -58
ARCC $13B
Ares Capital Corporation
BEARISH -66
VCTR $6.6B
Victory Capital Holdings, Inc.
BEARISH -66
MAIN $5.0B
Main Street Capital Corporation
BEARISH -66
JBARF $17B
Julius Baer Gruppe AG
BEARISH -69
EQH-PC $15B
Equitable Holdings, Inc.
BEARISH -75
STEP $5.4B
StepStone Group Inc.
BEARISH -75
OXLCG $8.2B
Oxford Lane Capital Corp. 7.95% Notes due 2032
BEARISH -78
STJPF $7.0B
St. James's Place plc
BEARISH -82
OBDC $5.0B
Blue Owl Capital Corporation
BEARISH -82
OTF $4.2B
Blue Owl Technology Finance Corp.
BEARISH -82
TBCIX $105B
T. Rowe Price Blue Chip Growth Fund I Class
BEARISH -84
LZOEX $20B
Lazard Emerging Markets Equity Portfolio
BEARISH -84
JBAXY $17B
Julius Bär Gruppe AG
BEARISH -84
BXSL $5.4B
Blackstone Secured Lending Fund
BEARISH -84
IDDTF $21B
AB Industrivärden (publ)
BEARISH -87
BEN $16B
Franklin Resources, Inc.
BEARISH -87
MAPTX $7.6B
Matthews Pacific Tiger Fund Investor Class
BEARISH -87
RMGOF $5.6B
Remgro Limited
BEARISH -87
BNH $85B
Brookfield Finance Inc.
BEARISH -91
ICGUF $7.0B
ICG plc
BEARISH -91
SCE-PL $5.9B
SCE Trust VI 5% TR PREF SECS
BEARISH -91
SCE-PG $5.9B
SCE Trust II TR PFD SECS 5.1%
BEARISH -91
CGABL $5.4B
The Carlyle Group Inc. 4.625% Subordinated Notes due 2061
BEARISH -91
APOS $68B
Apollo Global Management, Inc.
BEARISH -100
PS $18B
Pershing Square Inc.
BEARISH -100

Peer Comparison

Symbol Mkt Cap P/E ROE % ROIC % Net Mgn % Rev Grw % Piotroski Signal 1Y Ret %
IVZ Invesco Ltd. $12B -41.5 -0.9 -2.2 15.7 13.7 6 BEARISH 27.0
OXLCZ Oxford Lane Capital Corp. 5.00% Notes due 2027 $12B -1.1 -39.2 -24.6 -364.5 -8.4 3 BULLISH 4.8
BAM Brookfield Asset Management Ltd. $75B 27.3 34.9 27.0 52.9 26.5 6 BULLISH -11.7
LGGNF Legal & General Group Plc $21B 26.1 26.6 4.7 1.3 3683.9 5 BULLISH 25.5
BX Blackstone Inc. $136B 25.8 41.3 36.0 21.6 32.6 5 BULLISH -22.5
NTRSO Northern Trust Corporation $31B 13.3 17.1 -9.9 18.8 3.1 8 BULLISH -7.5
BLK BlackRock, Inc. $173B 25.5 12.2 14.3 21.4 24.7 6 BULLISH 0.7
ARES Ares Management Corporation $40B 53.4 15.0 6.5 10.5 45.4 6 BULLISH -17.4
GBLBY Groupe Bruxelles Lambert S.A. $10B -15.8 -2.4 6.9 1.5 66.5 6 BULLISH 4.7
PGPHF Partners Group Holding AG $19B 13.9 75.3 31.3 39.4 25.9 6 BULLISH -39.7
TPG TPG Inc. $17B 36.8 19.6 21.1 5.1 65.6 7 BULLISH -19.1
BN Brookfield Corporation $85B 68.0 3.0 5.5 1.8 2.2 6 BULLISH -16.1
IVSXF Investor AB (publ) $129B 6.0 21.4 18.0 59.9 87.2 7 BULLISH 27.7
TROW T. Rowe Price Group, Inc. $22B 10.4 20.6 21.5 33.1 7.0 8 BULLISH 6.3
ONEXF Onex Corporation $5.7B 11.1 5.3 5.0 207.9 -67.0 4 BULLISH -8.6
CRBG Corebridge Financial, Inc. $15B 20.7 7.9 5.3 0.1 229.2 8 BULLISH 9.7
JMCEX JPMorgan Mid Cap Equity R2 $5.8B — — — — — — BULLISH 7.0
PFG Principal Financial Group, Inc. $23B 16.0 13.1 14.6 10.3 3.7 5 LEAN BULL 39.9
OWL Blue Owl Capital Inc. $15B 79.0 3.7 9.5 1.5 14.2 5 LEAN BULL -41.9
PSHZF Pershing Square Holdings, Ltd. $8.8B -22.9 -2.2 1267.8 107.2 -180.2 2 LEAN BULL -18.6
OXLCL Oxford Lane Capital Corp. 6.75% Notes due 2031 $11B -1.1 -39.2 -24.6 -364.5 -8.4 3 LEAN BULL 2.7
FHI Federated Hermes, Inc. $4.2B 10.4 34.8 30.8 20.7 15.4 7 LEAN BULL 14.3
BAMGF Brookfield Asset Management Inc. $57B 33.5 4.2 4.9 1.8 8.9 7 NEUTRAL 19.2
BKFAF Brookfield Corporation Cum Red Pfd Registered A Series 2 $25B 68.0 4.1 3.8 1.8 5.8 6 NEUTRAL 47.5
AMDUF Amundi S.A. $21B 10.8 13.5 9.0 19.9 83.3 6 NEUTRAL 31.0
AMP Ameriprise Financial, Inc. $43B 11.8 63.4 158.7 22.2 9.0 5 NEUTRAL 3.6
TGOPF 3i Group plc $31B 4.4 19.1 15.3 850.4 -91.7 4 NEUTRAL -45.2
BKAMF Brookfield Asset Management Inc $35B 22.2 3.1 4.6 1.8 6.0 6 LEAN BEAR 0.0
HASI HA Sustainable Infrastructure Capital, Inc. $4.7B 56.5 3.4 1.4 106.5 -12.8 4 LEAN BEAR 28.4
MNGPF Man Group plc $4.5B 15.5 21.0 24.0 21.9 72.5 9 LEAN BEAR 51.5
RJF Raymond James Financial, Inc. $30B 13.6 18.5 -135.6 13.6 9.1 7 LEAN BEAR -2.9
SFNXF Sofina S.A. $9.6B 6.9 12.7 11.6 1532.9 -75.1 3 LEAN BEAR -8.5
KKR KKR & Co. Inc. $82B 27.4 10.6 4.1 12.4 30.7 8 LEAN BEAR -24.1
CG The Carlyle Group Inc. $14B 38.3 5.6 3.3 11.9 -9.9 1 LEAN BEAR -32.2
MGRE Affiliated Managers Group, Inc. $10B 12.6 27.3 10.2 28.4 24.5 7 LEAN BEAR -14.3
AZIHF Azimut Holding S.p.A. $6.5B 9.4 28.0 33.2 29.4 22.9 7 LEAN BEAR 4.6
OXLCN Oxford Lane Capital Corp. $12B -1.1 -39.2 -24.6 -364.5 -8.4 3 LEAN BEAR 0.9
SLFPF Aberdeen Group plc $5.5B 10.1 7.7 12.4 34.2 23.1 5 LEAN BEAR 5.4
SEIC SEI Investments Company $12B 17.5 28.9 27.7 25.4 12.9 5 BEARISH 26.8
CCGDF China Cinda Asset Management Co., Ltd. $5.1B -46.9 1.0 -6.1 5.8 61.6 6 BEARISH 0.0
STT State Street Corporation $46B 13.7 12.4 6.3 18.0 2.2 6 BEARISH 48.3
EQBBF EQT AB (publ) $37B 31.5 13.7 16.9 41.2 8.3 9 BEARISH -10.2
EFGXY EFG International AG $6.0B 17.5 13.6 -37.5 5.6 75.6 5 BEARISH 44.5
MGPUF M&G plc $10.0B -69.1 -3.8 -2.7 -1.5 106.6 4 BEARISH 22.9
IGIFF IGM Financial Inc. $13B 16.4 13.4 6.5 26.6 7.9 7 BEARISH 50.6
BNJ Brookfield Finance Inc. 4.50% P $85B 68.0 3.0 5.5 1.8 2.2 6 BEARISH -11.6
SLFPY Abrdn Plc $5.4B 10.1 7.6 9.1 35.6 20.4 4 BEARISH 6.6
HLNE Hamilton Lane Incorporated $4.6B 12.2 32.5 32.6 29.2 24.0 9 BEARISH -31.3
ARCC Ares Capital Corporation $13B 15.2 6.3 8.5 54.7 4.7 5 BEARISH -11.1
VCTR Victory Capital Holdings, Inc. $6.6B 20.3 19.0 17.0 32.0 51.5 7 BEARISH 73.7
MAIN Main Street Capital Corporation $5.0B 10.9 14.9 7.5 98.7 -7.2 2 BEARISH -6.6
JBARF Julius Baer Gruppe AG $17B 12.5 16.2 10.3 21.6 58.8 5 BEARISH 23.2
EQH-PC Equitable Holdings, Inc. $15B -16.7 -508.8 0.9 -27.3 -22.1 6 BEARISH -10.9
STEP StepStone Group Inc. $5.4B -5.5 318.3 -111.6 -30.6 48.5 4 BEARISH -32.8
OXLCG Oxford Lane Capital Corp. 7.95% Notes due 2032 $8.2B -1.1 -39.2 -24.6 -364.5 75.3 4 BEARISH -3.0
STJPF St. James's Place plc $7.0B 10.4 38.4 34.0 1.4 161.9 5 BEARISH -22.2
OBDC Blue Owl Capital Corporation $5.0B 18.2 3.9 3.8 16.4 13.2 7 BEARISH -23.3
OTF Blue Owl Technology Finance Corp. $4.2B 7.1 4.8 4.5 47.9 367.7 6 BEARISH -36.7
TBCIX T. Rowe Price Blue Chip Growth Fund I Class $105B — — — — — — BEARISH 0.4
LZOEX Lazard Emerging Markets Equity Portfolio $20B 10.3 17.9 0.7 498.6 49.5 6 BEARISH 28.9
JBAXY Julius Bär Gruppe AG $17B 12.5 16.3 10.5 21.6 60.4 5 BEARISH 24.4
BXSL Blackstone Secured Lending Fund $5.4B 18.2 4.8 4.6 3.4 4.8 6 BEARISH -13.7
IDDTF AB Industrivärden (publ) $21B 4.2 27.0 23.8 -1261.8 736.3 8 BEARISH 44.7
BEN Franklin Resources, Inc. $16B 20.9 7.4 2.5 7.3 7.9 5 BEARISH 36.7
MAPTX Matthews Pacific Tiger Fund Investor Class $7.6B — — — — — — BEARISH 9.4
RMGOF Remgro Limited $5.6B 78.9 1.1 2.3 -15.6 -0.0 7 BEARISH 17.3
BNH Brookfield Finance Inc. $85B 68.0 3.0 5.5 1.8 2.2 6 BEARISH -13.2
ICGUF ICG plc $7.0B 10.8 18.4 8.0 45.9 5.4 5 BEARISH -15.9
SCE-PL SCE Trust VI 5% TR PREF SECS $5.9B — — — — — — BEARISH -3.7
SCE-PG SCE Trust II TR PFD SECS 5.1% $5.9B — — — — — — BEARISH -5.3
CGABL The Carlyle Group Inc. 4.625% Subordinated Notes due 2061 $5.4B 38.3 5.2 1.2 12.2 -41.9 3 BEARISH -15.8
APOS Apollo Global Management, Inc. $68B 24.8 14.3 92.3 12.1 36.0 5 BEARISH -2.8
PS Pershing Square Inc. $18B 1164.6 -3.1 -3.2 -78.8 — 3 BEARISH —

Profile Radar

Valuation vs Profitability

Performance Comparison

Industry Market Share

IVZ vs Benchmarks

ROIC
IVZ
-2.2
Industry
5.3
Gross Margin
IVZ
99.6
Industry
84.4
Op Margin
IVZ
23.3
Industry
33.3
Net Margin
IVZ
15.7
Industry
18.2
Sector
17.6
Revenue Growth
IVZ
13.7
Sector
5.8
P/E Ratio
IVZ
-41.5
Sector
14.0
ROE
IVZ
-0.9
Sector
12.0
Piotroski F
IVZ
6.0
Sector
6.0

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms