Invesco Ltd. (IVZ)

$14.52

-0.06

(-0.41%)▲

Market is closed - opens 7 PM, 25 Apr 2024

Insights on Invesco Ltd.

  • Decreasing Revenue

    Revenue is down for the last 2 quarters, 1.44B → 1.41B (in $), with an average decrease of 2.0% per quarter

  • Decreasing Net Profit

    Netprofit is down for the last 5 quarters, 247.0M → -683.1M (in $), with an average decrease of 120.6% per quarter

  • Vs KKR

    In the last 1 year, Kkr & Co. L.p. has given 89.6% return, outperforming this stock by 103.2%

  • Vs APO

    In the last 3 years, Apollo Asset Management Inc has given 75.6% return, outperforming this stock by 120.8%

Performance

  • $14.22
    $14.56
    $14.52
    downward going graph

    2.07%

    Downside

    Day's Volatility :2.3%

    Upside

    0.24%

    downward going graph
  • $12.13
    $18.04
    $14.52
    downward going graph

    16.46%

    Downside

    52 Weeks Volatility :32.76%

    Upside

    19.51%

    downward going graph

Returns

PeriodInvesco Ltd.Sector (Financials)S&P500
3 Months
-10.37%
6.8%
3.6%
6 Months
15.33%
28.1%
21.1%
1 Year
-13.57%
26.3%
24.6%
3 Years
-45.27%
16.2%
21.3%

Highlights

Market Capitalization
6.6B
Book Value
$32.36
Dividend Share
0.805
Dividend Yield
5.49%
Earnings Per Share (EPS)
-0.73
PEG Ratio
1.49
Wall Street Target Price
17.94
Profit Margin
-1.74%
Operating Margin TTM
14.45%
Return On Assets TTM
1.73%
Return On Equity TTM
-0.73%
Revenue TTM
5.8B
Revenue Per Share TTM
12.73
Quarterly Revenue Growth YOY
4.0%
Gross Profit TTM
1.9B
EBITDA
977.7M
Diluted Eps TTM
-0.73
Quarterly Earnings Growth YOY
-0.02
EPS Estimate Current Year
1.76
EPS Estimate Next Year
1.93
EPS Estimate Current Quarter
0.4
EPS Estimate Next Quarter
0.4

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

Upside of 23.55%

Current $14.52
Target $17.94

Company Financials

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%
FY23Y/Y Change
Revenue
5.7B
↓ 5.5%
Net Income
-333.7M
↓ 136.24%
Net Profit Margin
-5.84%
↓ 21.06%
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%
Q4 FY23Q/Q Change
Revenue
1.4B
↓ 1.98%
Net Income
-683.1M
↓ 458.39%
Net Profit Margin
-48.33%
↓ 61.55%
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%
FY23Y/Y Change
Total Assets
28.9B
↓ 2.77%
Total Liabilities
13.0B
↑ 0.8%
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%
Q4 FY23Q/Q Change
Total Assets
28.9B
↓ 1.69%
Total Liabilities
13.0B
↑ 1.39%
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%
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 not in a favorable trading position ( SELL ) according to technical analysis indicators.

More on Technical Analysis

Peers

Company Name1 Month6 Month1 Year3 Years5 Years
Invesco Ltd.
Invesco Ltd.
-9.25%
15.33%
-13.57%
-45.27%
-33.82%
Blackstone Inc
Blackstone Inc
-3.93%
34.68%
43.21%
42.13%
208.37%
Kkr & Co. L.p.
Kkr & Co. L.p.
-4.05%
76.33%
89.6%
74.14%
301.37%
Blackrock, Inc.
Blackrock, Inc.
-6.54%
25.32%
15.63%
-6.78%
60.78%
Apollo Asset Management Inc
Apollo Asset Management Inc
-0.62%
38.48%
82.9%
106.71%
248.01%
Brookfield Corp
Brookfield Corp
-2.22%
35.96%
27.61%
-10.75%
26.81%
Company NameP/E RatioP/B RatioPEG RatioEPSROEROADiv YieldBVPS
Invesco Ltd.
Invesco Ltd.
12.27
NA
1.49
1.76
-0.01
0.02
0.05
32.36
Blackstone Inc
Blackstone Inc
67.56
67.56
1.75
4.85
0.21
0.09
0.03
9.63
Kkr & Co. L.p.
Kkr & Co. L.p.
23.95
23.95
1.3
4.8
0.09
0.02
0.01
25.83
Blackrock, Inc.
Blackrock, Inc.
19.49
19.49
2.46
41.27
0.14
0.03
0.03
264.96
Apollo Asset Management Inc
Apollo Asset Management Inc
13.74
13.74
1.37
7.74
0.32
0.02
0.02
22.27
Brookfield Corp
Brookfield Corp
66.18
66.18
NA
4.74
0.03
0.02
0.01
27.36
Company NameAnalyst ViewMarket Cap5 Years Return %PE RatioProfit Margin
Invesco Ltd.
Invesco Ltd.
Hold
$6.6B
-33.82%
12.27
-1.74%
Blackstone Inc
Blackstone Inc
Buy
$151.4B
208.37%
67.56
21.68%
Kkr & Co. L.p.
Kkr & Co. L.p.
Buy
$87.1B
301.37%
23.95
20.0%
Blackrock, Inc.
Blackrock, Inc.
Buy
$114.0B
60.78%
19.49
32.26%
Apollo Asset Management Inc
Apollo Asset Management Inc
Buy
$64.6B
248.01%
13.74
15.8%
Brookfield Corp
Brookfield Corp
Buy
$61.1B
26.81%
66.18
1.15%

Institutional Holdings

  • Vanguard Group Inc

    11.45%

  • BlackRock Inc

    10.30%

  • Trian Fund Management LP

    7.55%

  • State Street Corporation

    4.69%

  • Dimensional Fund Advisors, Inc.

    3.07%

  • Geode Capital Management, LLC

    2.17%

Corporate Announcements

  • Invesco Ltd. Dividends March,2024

    In the quarter ending March,2024. Invesco Ltd. has declared dividend of $0.2

    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
8489
CEO
Mr. Andrew Ryan Schlossberg
Industry
Finance

Discover More

FAQs