Invesco (IVZ)
NYSEFinancialsAsset ManagementSnapshot 2026-07-31
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Create your account →NYSEFinancialsAsset ManagementSnapshot 2026-07-31
Reading IVZ? Create a free portfolio, then add this holding for ongoing Reports and tracking. Track it in a free portfolio. No credit card.
Create your account →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.
The reason to own it still holds.
View ThesisRevenue is growing steadily — about 8% 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 RiskMostly healthy — no soft spokes
Invesco's growth potential relies on delivering positive organic growth through record inflows. Revenue grew 20.5% year over year, and the last quarter beat estimates. It trades at 12× P/E versus a peer median of 16×. The price reflects less growth than expected, indicating modest expectations. A specific risk is the 21% probability of missing estimates in the next quarter. Peer multiples imply a price about 24% above where it trades. Our read is provisional.
Trailing returns as of 2026-07-31. IVZ is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 13 analysts currently covering IVZ (as of Jul 2026).
Based on 5 Wall Street analysts offering 12-month price targets for IVZ in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-08-01. 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.
Advances: Increase common share repurchases
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 2026-07-31. EPS is implied from price ÷ P/E. Not investment advice.
Current $29.60
The last 12 months of price, then the range of analyst 12-month targets from today’s $29.60.
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.
Around the middle on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Targets payout ratio aligns with capital allocation goals.

Advances: Deliver positive organic growth
Record inflows indicate strong organic growth potential.

Insider move signals confidence in stock performance.
AUM increase supports growth objectives.

Increased competition may hinder organic growth objectives.
BlackRock's new ETF challenges Invesco's market position.

BlackRock's new ETF challenges Invesco's market position.
BlackRock's new ETF challenges Invesco's market position.
