Invesco (IVZ)
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
$27.08-8.02%
Close 2026-11-05 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-11-05
QuarterlyIQ Insights · IVZ
What must go right, what could break, what the price assumes, and what evidence comes next.
The current health of the standing investment case.
Recent financial performance sits well below its industry cohort — worth keeping an eye on, though it has not freshly broken.
One-year growth currently built into the price, compared with our model's estimate.
| Measure | Marker shape | Value |
|---|---|---|
| Growth built into the price | circle | -37.3% |
| Our one-year growth estimate | diamond | -17.0% |
For each item: what to watch, what would become a concern, and what would make it less concerning.
A reporting-risk estimate, not a forecast of the stock-price response.
Historical relationships that met the evidence threshold. They do not prove cause or forecast a move.
Usually moved in the same direction.
Price observations: 365 days
Most sensitive to the broad stock market.
Based on historical daily prices through 2026-11-05.
Past price behavior in dollars on a $10,000 position. This does not measure permanent business risk.
How much price usually moves either way.
A larger daily loss that occurred about once in every 20 trading days.
Use the underlying financial and sector pages to investigate the cause.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
Growth built into the price is above our model estimate.
The price assumes 20.3 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-11-05 · Compared with 25 industry peers · Company calendar date is not available
IVZ — earnings miss
Dated 2026-10-27
Results of Operations and Financial Condition. On October 27, 2026, Invesco Ltd. (the “registrant”) issued a press release announcing its financial results for the fiscal quarter ended September 30, 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…
Why it matters: Invesco has posted 13 straight quarters of net long-term inflows. Q3 inflows fell to $35.1 billion from $45.1 billion in Q2.
Supportive ifQ4 net long-term inflows top $28.9 billion, the Q3 2025 level. Annualized organic growth stays above 6.3%.
Worry ifQ4 net long-term inflows fall below $28.9 billion or turn negative.
Why it matters: ETFs and Index, including QQQ, drove most Q3 long-term inflows. Continued demand would support Invesco's growth from these products.
Supportive ifQ4 ETFs and Index inflows exceed $28.5 billion, and QQQ inflows exceed $6.7 billion.
Worry ifQ4 ETFs and Index inflows fall below $28.5 billion, or QQQ has net outflows.
We watch for confirming and disproving signals on each item. Resolutions are found automatically where possible and checked by hand for unclear cases. Last 90 days shown.
Deepest peak-to-trough drop in the last year.
| Measure | Value | Meaning |
|---|---|---|
| Typical day | ±$127 on $10,000 · ±1.3% | How much price usually moves either way. |
| Bad day | $389 loss on $10,000 · 3.9% | A larger daily loss that occurred about once in every 20 trading days. |
| Largest peak-to-trough drop in the past year | $2,204 loss on $10,000 · 22.0% | Deepest peak-to-trough drop in the last year. |
Past year. 1.00 means similar movement; 1.20 means about 20% more.
Past year. 1.00 means similar movement to the sector. This is secondary context.
Latest 30 trading days, shown as an annual percentage.
Latest 252 trading days, shown as an annual percentage.
20-trading-day average in US dollars.
Trading days used by the source risk snapshot.
Past results, not a forecast. Not investment advice.