Invesco (IVZ)
NYSEFinancialsAsset ManagementSnapshot 2026-10-29
$29.02+1.19%
Close 2026-10-29 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-10-29
Research Workspace
Put IVZ beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Asset Management & Custody Banks is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS growth to $2.03 in 2026: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 12% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskInvesco’s case rests on positive organic growth, with revenue growth slowing in its latest quarter. Revenue grew 14.2% year over year in Q3 2026, and earnings missed consensus. IVZ trades at 11× P/E versus a 14× peer median; expectations look modest versus our view. The next-quarter miss probability is 27%, and its primary EPS-growth pillar needs review. The peer-multiple read says the price is about 30% below its implied level; the thesis is on watch. This read is provisional.
Trailing returns as of 2026-10-29. IVZ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 15 analysts currently covering IVZ (as of Oct 2026).
Based on 5 Wall Street analysts offering 12-month price targets for IVZ in the last 4 months.
Continue this research
Compare IVZ with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| IVZ Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Asset Management & Custody Banks — fair value, gap to price, and forward P/E.
Compare the value case
Put IVZ next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Strengthen balance sheet and efficient capital deployment
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $29.02
The last 12 months of price, then the range of analyst 12-month targets from today’s $29.02.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Preferred buyback and loan repayment improve capital efficiency and are expected to lift EPS.
Threatens: Strengthen balance sheet and efficient capital deployment
Negative outlook highlights balance-sheet pressure associated with redeeming $1.5 billion of preferred securities.
Threatens: Increase common share repurchases
Director selling shares may signal lack of confidence.
Advances: Deliver positive organic growth
Reopening funds may drive positive organic growth.
Advances: Strengthen balance sheet and efficient capital deployment
Increasing stake in Mercia Asset Management strengthens capital deployment.
Leadership change may impact regional growth strategies.
Advances: Deliver positive organic growth
Resuming subscriptions may boost organic growth.
Threatens: Deliver positive organic growth
Fee cuts may hinder organic growth due to reduced revenue.
