IVZ
InvescoNYSEFinancialsAsset ManagementSnapshot 2026-05-08
As of May 8, 2026, IVZ has a composite score of 6.1, indicating a mixed signal. The score is influenced by a medium confidence level of 75.8 and a moderate risk label. Key drivers include macroeconomic factors such as rates, growth, labor, and inflation, with a macro score of -7.7 and a quality score of 55.6. The valuation score is 80.0, categorized as inexpensive. This analysis is provisional.
Price
Daily closes from AlphaVantage. Earnings/event dots are placed inline.
Factor signals
Read top-to-bottom: thesis (is this a strong company over a 1–3 year hold), watch flags (has something changed worth re-reading), and position context (how violent might the path be). Each pill is a parallel diagnostic — never aggregated into a single score.
Thesis
— is this a strong company over a 1–3 year hold?Why this rank
- Direction share1.00
- Slope (norm)-0.09
- Bonus0.00
Why this rank
Trailing four: 2024-Q3, 2025-Q1, 2025-Q2, 2025-Q3
Why this rank
Watch
— has something changed worth re-reading?Why this setup
EPS estimate $0.65 → $0.61 (-5.3% / 30d). 1 raised, 7 cut, 10 covering analysts.
0 upgrades, 0 downgrades / 30d, 9 maintained. 33% of analysts rate Buy.
5 PT revisions / 30d. Avg target 14.7% above current price.
0 positive, 0 negative / 30d.
F4 · Management deep-dive — recent events, stated priorities, guidance track record
Recent 8-K events
No recent events recorded.
Stated priorities
3 priorityies extracted from earnings transcripts (as of 2026-05-08).
- 1.Increase common share repurchasescapital allocationmixed35% progress
4/28: “CEO: 'Returning more to shareholders through increased common share repurchases and dividends.'”
Why this status
Newly stated in 2026-Q1. Invesco repurchased 1.6 million common shares for $40 million in Q1 2026. This aligns with the stated priority of increasing shareholder returns through buybacks. The trajectory is delivering on this new capital allocation focus.
- 2.Strengthen balance sheet and efficient capital deploymentcapital allocationmixed35% progress
4/28: “CEO: 'Our progress on strategic priorities includes continued strengthening of our balance sheet.'”
Why this status
Newly stated in 2026-Q1. Cash and cash equivalents decreased from $1,037.5 million in 2025-Q4 to $806.9 million in 2026-Q1, indicating capital deployment. The focus on balance sheet strength is evident, though cash reserves have declined.
- 3.Deliver positive organic growthgrowthbehind0% progress
4/28: “CEO: 'We delivered our 11th consecutive quarter of positive organic growth with $22 billion of net inflows.'”
Why this status
Newly stated in 2026-Q1. Net long-term inflows increased from $19.1 billion in 2025-Q4 to $21.8 billion in 2026-Q1, marking the 11th consecutive quarter of positive organic growth. The trajectory is delivering on the growth priority.
Guidance track record
Insufficient guidance history for this ticker.
Position context
— how violent might the path be while I hold it?Why this risk level
Recent vol — 30d annualized 37%; 252d 34%.
Drawdown — Max 1y −22%. Bad day move −3%.
Beta to sector ETF (XLF) — 1.46 over 1y.
Liquidity — score 100/100.
Sub-scores — vol 43/100, drawdown 56/100, beta 54/100, earnings vol —.
via XLF
Tailwind = sector leading the S&P 500; headwind = trailing. Both can be constructive — historically, headwind regimes have averaged stronger forward returns than tailwind.
Context label only — describes the market state (e.g. real bear vs narrative panic, healthy uptrend vs late-stage froth). It is not a per-ticker buy/sell signal and does not predict factor performance.
Not investment advice. As of 2026-05-08.
What changed
The most important moves since the prior daily snapshot.
- No material changes since the prior snapshot.
No material changes since the prior snapshot.
as of 2026-05-08
Management scorecard
How management runs the business — capital, margins, balance sheet, and how reliably they guide and deliver.
What management is focused on
Priorities management has stated in recent disclosures, with status and evidence drawn from earnings calls, filings, and press releases.
- #1
Increase common share repurchases
Capital allocationInvesco aims to return more to shareholders through increased common share repurchases.
MixedNewly stated in 2026-Q1. Invesco repurchased 1.6 million common shares for $40 million in Q1 2026. This aligns with the stated priority of increasing shareholder returns through buybacks. The trajectory is delivering on this new capital allocation focus.
35%CEO/CFO:“CEO: 'Returning more to shareholders through increased common share repurchases and dividends.'”Press releaseSource dated 2026-04-28Stated 1 of last 8 quartersFirst seen 2026-04-28Show history (1)
- 2026-Q1Press release
“CEO: 'Returning more to shareholders through increased common share repurchases and dividends.'”
- #2
Strengthen balance sheet and efficient capital deployment
Capital allocationInvesco is focused on strengthening its balance sheet and deploying capital efficiently.
MixedNewly stated in 2026-Q1. Cash and cash equivalents decreased from $1,037.5 million in 2025-Q4 to $806.9 million in 2026-Q1, indicating capital deployment. The focus on balance sheet strength is evident, though cash reserves have declined.
35%CEO/CFO:“CEO: 'Our progress on strategic priorities includes continued strengthening of our balance sheet.'”Press releaseSource dated 2026-04-28Stated 1 of last 8 quartersFirst seen 2026-04-28Show history (1)
- 2026-Q1Press release
“CEO: 'Our progress on strategic priorities includes continued strengthening of our balance sheet.'”
- #3
Deliver positive organic growth
GrowthInvesco aims to continue delivering positive organic growth through net inflows.
BehindNewly stated in 2026-Q1. Net long-term inflows increased from $19.1 billion in 2025-Q4 to $21.8 billion in 2026-Q1, marking the 11th consecutive quarter of positive organic growth. The trajectory is delivering on the growth priority.
0%CEO/CFO:“CEO: 'We delivered our 11th consecutive quarter of positive organic growth with $22 billion of net inflows.'”Press releaseSource dated 2026-04-28Stated 1 of last 8 quartersFirst seen 2026-04-28Show history (1)
- 2026-Q1Press release
“CEO: 'We delivered our 11th consecutive quarter of positive organic growth with $22 billion of net inflows.'”
How this stock is priced
Two ways to read price: against peers in the same business, and against the company's own history.
Roughly priced in line with peers.
Cheaper than its own typical valuation.
P/E over the last 5 years
39 monthly pointsHow this compares
A side-by-side read on composite, valuation, and risk versus peers.
| Stock | Composite | Valuation | Risk |
|---|---|---|---|
IVZ Invesco | +6.1 | inexpensive | moderate |
BRK-B Berkshire Hathaway | +6.0 | — | moderate |
JPM JPMorgan Chase | -0.9 | full | low |
V Visa Inc. | +20 | — | low |
MA Mastercard | +15 | full | low |
Risk — how this stock moves
What a normal day looks like, what a bad day looks like, and the worst the last year has thrown at it.
What could change this view
Conditional scenarios — if X happens, the score would shift by about Y points. These are not predictions.
- If rates state reverses from -0.37 (negative) to +0.37 (positive)+6.6 pts
- If financials sector trend rises from +0.07 into 'improving' (>= +0.20)+5.0 pts
- If next-quarter guidance is raised (currently NEW as of 2026-04-28)+4.0 pts
- If next-quarter guidance is cut (currently NEW as of 2026-04-28)-8.0 pts
- If financials sector trend falls from +0.07 into 'weakening' (<= -0.20)-5.0 pts
Material updates
Recent SEC 8-K filings ranked by likely impact, confidence, and recency.
- 2026-04-2811d agoItem 2.02
Results of Operations and Financial Condition. On April 28, 2026, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended March 31, 2026. A copy of that press release is attached hereto as Exhibit 99.1 and is incorporated herein by reference. The information in this report, including the exhibit hereto, shall not be deemed to be “filed” for purposes of Section 18 of the Securities Exchange Act of 1934, as amended, or otherwise subje…
earnings preannouncementneutralscore 51
Score history
The composite score, snapshot by snapshot. The dotted line at zero separates leaning-positive from leaning-negative.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.