Invesco Ltd. (IVZ)

$15

Market is closed - opens 8 PM, 07 Dec 2023

Insights on Invesco Ltd.

  • Increasing Revenue

    Revenue is up for the last 3 quarters, 1.41B → 1.44B (in $), with an average increase of 0.8% per quarter

  • Decreasing Net Profit

    Netprofit is down for the last 4 quarters, 247.0M → 190.6M (in $), with an average decrease of 8.0% per quarter

  • Vs KKR

    In the last 1 year, Kkr & Co. L.p. has given 53.8% return, outperforming this stock by 72.8%

  • Vs KKR

    In the last 3 years, Kkr & Co. L.p. has given 90.6% return, outperforming this stock by 106.3%

Performance

  • $14.94
    $15.23
    $15.00
    downward going graph

    0.43%

    Downside

    Day's Volatility :1.94%

    Upside

    1.51%

    downward going graph
  • $12.29
    $19.57
    $15.00
    downward going graph

    18.07%

    Downside

    52 Weeks Volatility :37.2%

    Upside

    23.35%

    downward going graph

Returns

PeriodInvesco Ltd.Sector (Financials)S&P500
3 Months
-3.54%
4.7%
2.3%
6 Months
-5.0%
8.8%
6.6%
1 Year
-18.96%
3.5%
15.9%
3 Years
-16.76%
24.1%
23.5%

Highlights

Market Capitalization
6.7B
Book Value
$25.01
Dividend Share
0.788
Dividend Yield
5.38%
Earnings Per Share (EPS)
1.3
PE Ratio
11.43
PEG Ratio
7.75
Wall Street Target Price
14.73
Profit Margin
14.5%
Operating Margin TTM
14.18%
Return On Assets TTM
2.24%
Return On Equity TTM
4.83%
Revenue TTM
5.7B
Revenue Per Share TTM
12.6
Quarterly Revenue Growth YOY
-0.3%
Gross Profit TTM
1.9B
EBITDA
1.2B
Diluted Eps TTM
1.3
Quarterly Earnings Growth YOY
-0.25
EPS Estimate Current Year
1.43
EPS Estimate Next Year
1.61
EPS Estimate Current Quarter
0.36
EPS Estimate Next Quarter
0.42

Analyst Recommendation

Hold
    26%Buy
    73%Hold
    0
    0%Sell
Based on 19 Wall street analysts offering stock ratings for Invesco Ltd.(by analysts ranked 0 to 5 stars)
Based on 19 analyst
  • Current
  • 1M Ago
  • 3M Ago
Buy
5
5
5
Hold
14
14
14
Sell
00
00
00

Analyst Forecast

What analysts predicted

Downside of 1.8%

Current $15.00
Target $14.73

Company Financials

FY17Y/Y Change
Revenue
5.2B
↑ 9.0%
Net Income
1.1B
↑ 31.97%
Net Profit Margin
21.85%
↑ 3.81%
FY18Y/Y Change
Revenue
5.3B
↑ 2.98%
Net Income
882.8M
↓ 21.69%
Net Profit Margin
16.61%
↓ 5.24%
FY19Y/Y Change
Revenue
6.1B
↑ 15.12%
Net Income
688.3M
↓ 22.03%
Net Profit Margin
11.25%
↓ 5.36%
FY20Y/Y Change
Revenue
6.1B
↑ 0.46%
Net Income
761.6M
↑ 10.65%
Net Profit Margin
12.39%
↑ 1.14%
FY21Y/Y Change
Revenue
6.9B
↑ 12.19%
Net Income
1.6B
↑ 114.0%
Net Profit Margin
23.64%
↑ 11.25%
FY22Y/Y Change
Revenue
6.0B
↓ 12.26%
Net Income
920.7M
↓ 43.51%
Net Profit Margin
15.22%
↓ 8.42%
Q2 FY22Q/Q Change
Revenue
1.5B
↓ 6.08%
Net Income
180.2M
↓ 29.86%
Net Profit Margin
11.77%
↓ 4.0%
Q3 FY22Q/Q Change
Revenue
1.4B
↓ 5.53%
Net Income
168.3M
↓ 6.6%
Net Profit Margin
11.64%
↓ 0.13%
Q4 FY22Q/Q Change
Revenue
1.4B
↓ 0.16%
Net Income
247.0M
↑ 46.76%
Net Profit Margin
17.11%
↑ 5.47%
Q1 FY23Q/Q Change
Revenue
1.4B
↓ 1.75%
Net Income
204.2M
↓ 17.33%
Net Profit Margin
14.4%
↓ 2.71%
Q2 FY23Q/Q Change
Revenue
1.4B
↑ 1.68%
Net Income
191.4M
↓ 6.27%
Net Profit Margin
13.27%
↓ 1.13%
Q3 FY23Q/Q Change
Revenue
1.4B
↑ 0.0%
Net Income
190.6M
↓ 0.42%
Net Profit Margin
13.22%
↓ 0.05%
FY17Y/Y Change
Total Assets
31.7B
↑ 23.06%
Total Liabilities
22.7B
↑ 25.33%
FY18Y/Y Change
Total Assets
31.0B
↓ 2.18%
Total Liabilities
22.0B
↓ 2.95%
FY19Y/Y Change
Total Assets
39.4B
↑ 27.25%
Total Liabilities
24.7B
↑ 12.14%
FY20Y/Y Change
Total Assets
36.5B
↓ 7.4%
Total Liabilities
21.5B
↓ 13.09%
FY21Y/Y Change
Total Assets
32.7B
↓ 10.46%
Total Liabilities
16.0B
↓ 25.49%
FY22Y/Y Change
Total Assets
29.8B
↓ 8.96%
Total Liabilities
12.9B
↓ 19.32%
Q2 FY22Q/Q Change
Total Assets
30.2B
↓ 5.23%
Total Liabilities
13.5B
↓ 10.4%
Q3 FY22Q/Q Change
Total Assets
29.3B
↓ 3.03%
Total Liabilities
12.8B
↓ 5.41%
Q4 FY22Q/Q Change
Total Assets
29.8B
↑ 1.66%
Total Liabilities
12.9B
↑ 1.15%
Q1 FY23Q/Q Change
Total Assets
29.7B
↓ 0.08%
Total Liabilities
12.9B
↑ 0.07%
Q2 FY23Q/Q Change
Total Assets
29.5B
↓ 0.93%
Total Liabilities
12.7B
↓ 1.35%
Q3 FY23Q/Q Change
Total Assets
29.4B
↓ 0.09%
Total Liabilities
12.8B
↑ 0.71%
FY17Y/Y Change
Operating Cash Flow
1.4B
↑ 960.09%
Investing Cash Flow
-961.1M
↓ 2.98%
Financing Cash Flow
169.0M
↓ 64.05%
FY18Y/Y Change
Operating Cash Flow
828.8M
↓ 39.53%
Investing Cash Flow
-2.9B
↑ 201.6%
Financing Cash Flow
1.5B
↑ 811.24%
FY19Y/Y Change
Operating Cash Flow
1.1B
↑ 34.72%
Investing Cash Flow
-1.4B
↓ 50.83%
Financing Cash Flow
201.3M
↓ 86.93%
FY20Y/Y Change
Operating Cash Flow
1.2B
↑ 10.18%
Investing Cash Flow
-865.1M
↓ 39.31%
Financing Cash Flow
-285.9M
↓ 242.03%
FY21Y/Y Change
Operating Cash Flow
1.1B
↓ 12.37%
Investing Cash Flow
-847.9M
↓ 1.99%
Financing Cash Flow
117.3M
↓ 141.03%
FY22Y/Y Change
Operating Cash Flow
696.2M
↓ 35.42%
Investing Cash Flow
-368.6M
↓ 56.53%
Financing Cash Flow
-966.9M
↓ 924.3%
Q2 FY22Q/Q Change
Operating Cash Flow
123.1M
↓ 132.79%
Investing Cash Flow
-76.7M
↓ 3.03%
Financing Cash Flow
-477.7M
↑ 763.83%
Q3 FY22Q/Q Change
Operating Cash Flow
492.0M
↑ 299.68%
Investing Cash Flow
-82.2M
↑ 7.17%
Financing Cash Flow
-265.8M
↓ 44.36%
Q4 FY22Q/Q Change
Operating Cash Flow
456.5M
↓ 7.22%
Investing Cash Flow
-368.6M
↑ 348.42%
Financing Cash Flow
-168.1M
↓ 36.76%
Q1 FY23Q/Q Change
Operating Cash Flow
-98.9M
↓ 121.66%
Investing Cash Flow
45.5M
↓ 112.34%
Financing Cash Flow
-178.5M
↑ 6.19%
Q2 FY23Q/Q Change
Operating Cash Flow
331.3M
↓ 434.98%
Investing Cash Flow
-94.7M
↓ 308.13%
Financing Cash Flow
-171.1M
↓ 4.15%
Q3 FY23Q/Q Change
Operating Cash Flow
354.1M
↑ 6.88%
Investing Cash Flow
17.3M
↓ 118.27%
Financing Cash Flow
-125.5M
↓ 26.65%

Technicals Summary

Sell

Neutral

Buy

Invesco Ltd. is currently in a favorable trading position ( BUY ) according to technical analysis indicators.

More on Technical Analysis

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Invesco Ltd.
Invesco Ltd.
11.11%
-5.0%
-18.96%
-16.76%
-20.51%
Blackstone Inc
Blackstone Inc
17.24%
31.9%
46.42%
86.0%
259.13%
Kkr & Co. L.p.
Kkr & Co. L.p.
27.05%
38.35%
53.8%
89.21%
249.1%
Blackrock, Inc.
Blackrock, Inc.
15.47%
10.13%
6.2%
6.32%
88.47%
Apollo Asset Management Inc
Apollo Asset Management Inc
9.12%
27.91%
43.47%
87.89%
239.3%
Brookfield Corp
Brookfield Corp
9.79%
12.01%
-18.02%
-15.02%
26.45%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Invesco Ltd.
Invesco Ltd.
11.43
11.43
7.75
1.43
0.05
0.02
0.05
25.01
Blackstone Inc
Blackstone Inc
48.08
48.08
3.54
3.92
0.16
0.08
0.03
9.93
Kkr & Co. L.p.
Kkr & Co. L.p.
27.49
27.49
1.42
3.39
0.06
0.01
0.01
23.07
Blackrock, Inc.
Blackrock, Inc.
32.46
32.46
4.36
36.95
0.14
0.03
0.03
259.34
Apollo Asset Management Inc
Apollo Asset Management Inc
34.03
34.03
1.37
6.57
0.26
0.01
0.02
12.41
Brookfield Corp
Brookfield Corp
322.0
NA
NA
3.95
0.01
0.02
0.01
25.9
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Invesco Ltd.
Invesco Ltd.
Hold
$6.7B
-20.51%
11.43
14.5%
Blackstone Inc
Blackstone Inc
Buy
$139.0B
259.13%
48.08
21.8%
Kkr & Co. L.p.
Kkr & Co. L.p.
Buy
$86.3B
249.1%
27.49
16.41%
Blackrock, Inc.
Blackrock, Inc.
Buy
$112.5B
88.47%
32.46
30.66%
Apollo Asset Management Inc
Apollo Asset Management Inc
Buy
$50.8B
239.3%
34.03
6.52%
Brookfield Corp
Brookfield Corp
Buy
$59.3B
26.45%
322.0
0.12%

Institutional Holdings

  • Vanguard Group Inc

    11.42%

  • BlackRock Inc

    10.28%

  • Trian Fund Management LP

    7.55%

  • State Street Corporation

    5.28%

  • Dimensional Fund Advisors, Inc.

    2.49%

  • Geode Capital Management, LLC

    2.14%

Corporate Announcements

  • Invesco Ltd. Dividends March,2023

    In the quarter ending March,2023. Invesco Ltd. has declared dividend of $0.19

    Read More

Company Information

great ideas transcend borders. with more than 740 dedicated investment professionals worldwide and on-the-ground presence in 20 countries, serving clients in more than 150 countries. invesco has the global capability to deliver our best ideas to investors around the world. our clients benefit from our: *commitment to investment excellence *depth of investment capabilities *organizational strength invesco, ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. by delivering the combined power of our distinctive investment management capabilities, invesco provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. operating in more than 20 countries, the firm is listed on the new york stock exchange under the symbol ivz. additional information is available at www.invesco.com.

Organization
Invesco Ltd.
Employees
8603
CEO
Mr. Martin L. Flanagan CFA, CPA
Industry
Finance

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