Invesco (IVZ)
NYSEFinancialsAsset ManagementSnapshot 2026-11-04
$29.44+4.18%
Close 2026-11-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-11-04
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 14% 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 RiskIVZ's revenue growth is slowing, with the latest quarter missing estimates. Revenue grew 14.2% year over year in the most recent period. The stock trades at 11 times earnings versus a 14 times peer median. This discount reflects modest expectations compared to our internal view. The primary pillar is under pressure, but the comparison is unverified. The thesis comparison is not yet verified. Peer multiples imply a price about 33% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-11-04. 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 Nov 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 2026-11-04. 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 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $29.44
The last 12 months of price, then the range of analyst 12-month targets from today’s $29.44.
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.
