Invesco (IVZ)
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
$33.07+1.10%
Close 2026-09-04 · 1-day change
NYSEFinancialsAsset ManagementSnapshot 2026-09-04
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 | -21.2% |
| Our one-year growth estimate | diamond | -11.4% |
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 2026-09-04.
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 9.8 percentage points less one-year growth.
The one-year revenue growth assumption on Valuation.
Model as of 2026-09-04 · Compared with 35 industry peers
IVZ — officer change
Dated 2026-08-31
The provided text consists solely of standard legal boilerplate and forward-looking statement disclaimers, containing no specific information about a management change.
Why it matters: Reducing debt shows strong financial health. It also means good capital management.
Supportive ifNet debt decreases further from $708.6 million in Q2.
Worry ifIf net debt goes up or stays the same, it suggests financial strain.
Why it matters: More buybacks show good use of capital and trust in the business.
Supportive ifIf common share buybacks are over $50 million, it shows a commitment to capital.
Worry ifIf buybacks are below $40 million, it may mean a change in strategy.
Why it matters: Exceeding $45 billion in inflows would show strong demand for Invesco's products. This supports the company's growth strategy.
Supportive ifQ3 long-term inflows are over $45 billion. This shows strong demand continues.
Worry ifQ3 long-term inflows are below $30 billion. This suggests demand is weakening.
Why it matters: AUM decline could reflect poor market performance or loss of client assets.
Worry ifAUM was over $2.4 trillion. This shows strong asset retention.
Less concerning ifAUM falls below $2.4 trillion, suggesting asset loss or market issues.
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 | ±$136 on $10,000 · ±1.4% | How much price usually moves either way. |
| Bad day | $363 loss on $10,000 · 3.6% | 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.
Why it matters: A drop could mean higher costs or problems. This can hurt profits.
Worry ifOperating margin was above 35%. This shows good cost management.
Less concerning ifOperating margin fell below 35%. This may mean cost problems.
Why it matters: A big drop in AUM could mean market problems and less revenue.
Worry ifIf AUM falls more than 1%, it shows market pressures on Invesco.
Less concerning ifIf AUM stays the same or grows, it shows strength against market changes.
Why it matters: More share buybacks show management believes in the company. It also shows they want to give value to shareholders.
Supportive ifShare buybacks are over $50 million in Q3. This shows good use of capital.
Worry ifShare buybacks are below $40 million. This shows less confidence in financial strength.
Why it matters: High organic growth shows strong demand for Invesco's products.
Supportive ifAnnualized organic growth rate remains above 7% in Q3.
Worry ifOrganic growth rate drops below 5% in Q3.
Why it matters: An operating margin above 37% shows good cost control. It also means the company runs well.
Supportive ifThe operating margin is above 37% in Q3. This shows good expense management.
Worry ifThe operating margin drops below 34%. This signals possible cost problems.
Why it matters: Assets under management (AUM) show how healthy the firm is. A drop may mean it is hard to attract capital.
Worry ifAUM rises to over $2.5 trillion. This shows strong market performance.
Less concerning ifAUM drops below $2.4 trillion. This may mean outflows or market losses.
Why it matters: Lower growth in AUM may show less demand for Invesco's investment products.
Worry ifQ2 growth in assets under management is below 4.5% compared to Q1.
Less concerning ifAUM growth exceeds 4.5% compared to Q1.