NYSEFinancialsAsset ManagementSnapshot 2026-08-31
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Create your account →Broken: Primary pillar broken — EPS growth to $2.03 in 2026: FY26 EPS guidance $0.71 vs target $2.03.
Invesco grows assets with $22 billion net inflows in 2026-Q1. It buys back $40 million of shares to reward owners. The company pays down $500 million debt and raises dividends. Earnings per share are expected to rise to $2.03 in 2026.
New ETFs from BlackRock and State Street threaten Invesco's market share. Fee pressure on ETFs may hurt growth. Revenue is expected to shrink about 11% next year. Earnings missed estimates in Q1 2026.
The price is about 13% below our fair value near $31. Analysts expect revenue to fall about 11% next year. Our fair value is slightly above the Street median.
Breaks if: No significant debt reduction or dividend raise in 2026
Breaks if: EPS guidance falls below $1.80 for 2026
Breaks if: Net inflows fall below $15 billion in any quarter
This is not a price target or investment advice.
A long-form read on the 1–3 year hold thesis. It updates when the weekly evidence changes.
This investment represents a turnaround story with a focus on improving financial performance. The current thesis state indicates a cautious watch, as recent results have been weak, yet management remains stable and committed to growth.
The market seems to have priced in a level of fragility, as there is a low expectations gap compared to peers. However, IVZ is currently viewed as expensive relative to its competitors, suggesting that investors may expect significant improvements in performance.
Management has been successful in delivering on key priorities like organic growth and share repurchases, which could support future performance. However, the recent financial performance remains weak, and the company is still loss-making, indicating potential challenges ahead.
The long-term thesis hinges on the performance of sector bellwethers like BLK, BX, and KKR, as their results could influence IVZ's momentum. Additionally, any cuts to guidance in the next earnings call could negatively impact sentiment and expectations.
The most important moves since the prior daily snapshot.
Yes, our read has strengthened. The latest earnings beat supports positive organic growth. Invesco reported $3.2 billion in real estate loan commitments, up 112% from the prior period. This signals an expanded push into real estate credit, strengthening the balance sheet and capital deployment strategy.
as of 2026-08-31
Review the evidence to watch, what would become a concern, and what would make it less concerning.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Breaks if: Buybacks drop below $20 million in any quarter
In the next 1 to 3 years, IVZ's performance will depend on its ability to navigate sector dynamics and improve its financial results. Not investment advice.
