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IVZ - Invesco Share Price

$22.38 -0.9  -3.8%

Last Trade - 25/02/21

Sector
Financials
Size
Large Cap
Market Cap £7.55bn
Enterprise Value £13.24bn
Revenue £4.35bn
Position in Universe 884th / 6709
Bullish
Bearish
Unlock IVZ Revenue
Momentum
Relative Strength (%)
1m +9.65%
3m
6m
1yr
Volume Change (%)
10d / 3m
Price vs... (%)
52w High -0.21%
50d MA
200d MA
Growth & Value
12m Forecast Rolling Industry Market
Valuation (ttm) Industry Market
Margin of Safety
Qualifying GuruScreens
Financial Summary
Year End 31st Dec 2015 2016 2017 2018 2019 2020 2021E 2022E CAGR / Avg
5,151 4,743 5,160 5,314 6,117 6,146 4,451 4,577 +3.6%
+0.2 -9.7 +26.8 -6.8 +0.3 -19.1 +2.30 +7.87
PEG
Profitability
ROA
%
%
Cashflow
Dividends
Balance Sheet
NFA
m
FINANCIAL BRIEF: : For the fiscal year ended 31 December 2020, InvescoLtd. revenues increased less than 1% to $6.15B. Net incomeapplicable to common stockholders excluding extraordinaryitems decreased 7% to $524.1M. Revenues reflect Americassegment increase of 5% to $4.54B, Asia segment increase of81% to $326.1M, also reflect EMEA ex UK (Europe, MiddleEast, and Africa) segment decrease of 28% to $645.1M, UKsegment decrease of 12% to $632.8M.
Health Trend(F-Score)
0 1 2 3 4 5 6 7 8 9
Bankruptcy Score(Z-Score)
Distress
Cautious
Safe
Earnings Manipulation Risk(M-Score)
Other Ratios
Recent History
Latest interim period vs. prior period Industry Market
3yr Compound Annual Growth Rate Industry Market
Graphical History

Revenue

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Net Income

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Normalised EPS

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PE Ratio Range

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Dividend Yield Range

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Analyst Forecasts
Price Target:
( below Price)
31st Dec 2021
31st Dec 2022
Est. Long Term Growth Rate: Net Profit
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EPS
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DPS
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Net Profit
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EPS
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Consensus Estimate
1m Change
3m Change
Analyst Consensus
Strong Sell Sell Hold Buy Strong Buy
EPS 2019 /  2020
IVZ EPS Forecasts Unlock IVZ Revenue
Profile Summary

Invesco Ltd. (Invesco) is an independent investment management company. The Company provides a range of investment capabilities and outcomes, which are delivered through a set of investment vehicles, to help clients achieve their investment objectives. It has a presence in the retail and institutional markets within the investment management industry in North America; Europe, Middle East and Africa (EMEA), and Asia-Pacific. Its Jemstep solution provides wealth management home offices and their advisors with a suite of technology solutions that are customizable and are integrated into existing systems. The solution offers advisors an open architecture platform that includes Invesco's fundamental and factor-based investment strategies. It offers retail products within various asset classes. It offers a suite of domestic and global strategies, including traditional and quantitative equities, fixed income and absolute return strategies.

Directors
Last Annual December 31st, 2020
Last Interim December 31st, 2020
Incorporated September 12, 2007
Public Since December 4, 2007
No. of Shareholders: 5,250
No. of Employees: 8,512
Sector Financials
Industry Investment Banking & Investment Services
Index S&P Composite 1500 , S&P 500 Financial (sector), S&P 500 ,
Exchange New York Stock Exchange
Shares in Issue 459,072,262
Free Float (0.0%)
Eligible for
ISAs
SIPPs
IVZ Share Price Performance
Share Price
Bid - Ask
Low - High
Spread
Day's Change
Avg Volume
Open - Close
Range (12m)
Beta
Latest News for IVZ
Upcoming Events for IVZ
Wednesday 21st April, 2021 Estimate
Q1 2021 Invesco Ltd Earnings Release
Frequently Asked Questions for Invesco
What is the Invesco share price?

As of 25/02/21, shares in Invesco are trading at $22.38, giving the company a market capitalisation of £7.55bn. This share price information is delayed by 15 minutes.

How has the Invesco share price performed this year?

Shares in Invesco are currently trading at $22.38 and the price has moved by 46.66% over the past 365 days. In terms of relative price strength - which takes into account the overall market trend - the Invesco price has moved by 17.75% over the past year.

What are the analyst and broker recommendations for Invesco?

Of the analysts with advisory recommendations for Invesco, there are there are currently 1 "buy" , 11 "hold" and 0 "sell" recommendations. The overall consensus recommendation for Invesco is Hold. You can view the full broker recommendation list by unlocking its StockReport.

When will Invesco next release its financial results?

Invesco is scheduled to issue upcoming financial results on the following dates:

Interim results are scheduled for: 2021-12-31
What is the Invesco dividend yield?

The Invesco dividend yield is 3.33% based on the trailing twelve month period.

Does Invesco pay a dividend?

Last year, Invesco paid a total dividend of 0.78, and it currently has a trailing dividend yield of 3.33%. Looking ahead, Invesco has not announced an ex-dividend date yet and the next dividend pay date is 2021-03-02.

When does Invesco next pay dividends?

Invesco has yet to annouce their ex-dividend date and the next dividend pay date is 2021-03-02. The historic dividend yield on Invesco shares is currently 3.33%.

How do I buy Invesco shares?

To buy shares in Invesco you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.

What is the market cap of Invesco?

Shares in Invesco are currently trading at $22.38, giving the company a market capitalisation of £7.55bn.

Where are Invesco shares listed? Where are Invesco shares listed?

Here are the trading details for Invesco:

Country of listing: United States
Exchange: NYQ
Ticker Symbol: IVZ
What kind of share is Invesco?

Based on an overall assessment of its quality, value and momentum, Invesco is currently classified as a Super Stock. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.

Is there a Invesco share price forecast 2021?

Shares in Invesco are currently priced at $22.38. At that level they are trading at 37.23% premium to the analyst consensus target price of 0.00.

Analysts covering Invesco currently have a consensus Earnings Per Share (EPS) forecast of 2.021 for the next financial year.

How can I tell whether the Invesco share price will go up?

An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Invesco. Over the past six months, the relative strength of its shares against the market has been 95.49%. At the current price of $22.38, shares in Invesco are trading at 68.97% against their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.

What is the Invesco PE Ratio?

The Invesco PE ratio based on its reported earnings over the past 12 months is 11.77. The shares are currently trading at $22.38.

The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.

The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.

Who are the key directors of Invesco?

Invesco's management team is headed by:

Andrew Lo - SMD
Martin Flanagan - PRE
Loren Starr - VCH
Kevin Carome - GCN
Colin Meadows - SMD
Andrew Schlossberg - SMD
Gregory McGreevey - SMD
Sarah Beshar - NID
Douglas Sharp - SMD
Mark Giuliano - CAD
Allison Dukes - CFO
Thomas Finke - IND
Edward Garden - IND
Nelson Peltz - IND
Who are the major shareholders of Invesco?

Here are the top five shareholders of Invesco based on the size of their shareholding:

Massachusetts Mutual Life Insurance Company Insurance Company
Percentage owned: 16.48% (75.7m shares)
The Vanguard Group, Inc. Investment Advisor/Hedge Fund
Percentage owned: 9.4% (43.1m shares)
Trian Fund Management, L.P. Hedge Fund
Percentage owned: 8% (36.7m shares)
BlackRock Institutional Trust Company, N.A. Investment Advisor
Percentage owned: 5.67% (26.0m shares)
State Street Global Advisors (US) Investment Advisor/Hedge Fund
Percentage owned: 4.35% (20.0m shares)
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