Stock Scorecard
Stock Summary for Invesco Ltd (IVZ) - $22.70 as of 11/21/2025 3:54:27 PM EST
Total Score
16 out of 30
Safety Score
66 out of 100
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for IVZ
| Positive Quarterly and Annual earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the Annual earnings growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for IVZ
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for IVZ
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 | |
| Cash Flow per Share greater than Trailing Dividend Rate |
Bonus Criteria for IVZ
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Safety Rating Criteria for IVZ (66 out of 100)
| Stock Price Rating (Max of 10) | 7 |
| Historical Stock Price Rating (Max of 10) | 6 |
| Stock Price Trend (Max of 10) | 9 |
| Book Value (Max of 10) | 7 |
| Book Value to Price (Max of 10) | 6 |
| Analyst Buy Ratings (Max of 5) | 3 |
| Analyst Strong Buy Ratings (Max of 5) | 0 |
| Dividend Yield Percentage (Max of 10) | 6 |
| Operating Margin (Max of 10) | 4 |
| Trading Volume (Max of 10) | 10 |
| Price to Earnings (Max of 10) | 8 |
| Geopolitical Risk Adjustment (Always 0 for USA or a Negative Number for Non-USA) | 0 |
Latest News for for IVZ
Financial Details for IVZ
Company Overview |
|
|---|---|
| Ticker | IVZ |
| Company Name | Invesco Ltd |
| Country | USA |
| Description | Invesco Ltd. (IVZ), based in Atlanta, Georgia, is a leading independent investment management firm that provides a comprehensive suite of investment solutions across various asset classes, including equities, fixed income, and alternatives. Serving a diverse clientele of institutions, intermediaries, and individual investors, Invesco emphasizes its fiduciary responsibility to deliver robust performance and sustainable long-term value. The firm employs a strategic blend of active, passive, and smart beta investment strategies, showcasing its commitment to innovation and adaptability within the dynamic financial landscape. With a significant global footprint and a strong focus on client-centric solutions, Invesco is well-positioned to adeptly navigate the complexities of the markets and meet the evolving needs of its clients. |
| Sector Name | FINANCIAL SERVICES |
| Industry Name | ASSET MANAGEMENT |
| Most Recent Quarter | 9/30/2025 |
| Next Earnings Date | 1/26/2026 |
Stock Price History |
|
| Last Day Price | 22.70 |
| Price 4 Years Ago | 18.86 |
| Last Day Price Updated | 11/21/2025 3:54:27 PM EST |
| Last Day Volume | 6,123,181 |
| Average Daily Volume | 5,549,817 |
| 52-Week High | 24.53 |
| 52-Week Low | 11.23 |
| Last Price to 52 Week Low | 102.14% |
Valuation Measures |
|
| Trailing PE | 15.55 |
| Industry PE | 23.56 |
| Sector PE | 22.67 |
| 5-Year Average PE | 10.37 |
| Free Cash Flow Ratio | 10.37 |
| Industry Free Cash Flow Ratio | 100.90 |
| Sector Free Cash Flow Ratio | 40.19 |
| Current Ratio Most Recent Quarter | 0.65 |
| Total Cash Per Share | 2.19 |
| Book Value Per Share Most Recent Quarter | 24.70 |
| Price to Book Ratio | 0.93 |
| Industry Price to Book Ratio | 1.75 |
| Sector Price to Book Ratio | 1.85 |
| Price to Sales Ratio Twelve Trailing Months | 1.61 |
| Industry Price to Sales Ratio Twelve Trailing Months | 7.04 |
| Sector Price to Sales Ratio Twelve Trailing Months | 3.67 |
| Analyst Buy Ratings | 3 |
| Analyst Strong Buy Ratings | 0 |
Share Statistics |
|
| Total Shares Outstanding | 445,093,000 |
| Market Capitalization | 10,103,611,100 |
| Institutional Ownership | 95.36% |
Dividends |
|
| Ex-Dividend Date | 11/14/2025 |
| Previous Dividend Amount | 0.2100 |
| Current Dividend Amount | 0.2100 |
| Total Years Dividend Increasing | 3 |
| Trailing Annual Dividend Rate | 0.84 |
| Trailing Annual Dividend Yield | 3.68% |
| Forward Annual Dividend Rate | 0.84 |
| Forward Annual Dividend Yield | 3.70% |
| 5-Year Dividend Payments Count | 20 |
| 3-Year Average Dividend Yield | 4.85% |
| 5-Year Average Dividend Yield | 4.50% |
| 1-Year Dividend Growth Rate Percentage | 2.45% |
| 3-Year Dividend Growth Rate Percentage | 2.97% |
| 5-Year Dividend Growth Rate Percentage | 5.86% |
| All-Time Dividend Growth Rate Percentage | 2.83% |
| Dividend Payout Ratio | 57.19% |
Income Statement |
|
| Quarterly Earnings Growth YOY | 450.00% |
| Annual Earnings Growth | 332.18% |
| Reported EPS 12 Trailing Months | 1.46 |
| Reported EPS Past Year | 1.41 |
| Reported EPS Prior Year | 1.72 |
| Net Income Twelve Trailing Months | 998,900,000 |
| Net Income Past Year | 774,800,000 |
| Net Income Prior Year | -333,700,000 |
| Quarterly Revenue Growth YOY | 8.20% |
| 5-Year Revenue Growth | -0.17% |
| Operating Margin Twelve Trailing Months | 16.50% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 973,100,000 |
| Total Cash Past Year | 1,496,000,000 |
| Total Cash Prior Year | 1,931,600,000 |
| Net Cash Position Most Recent Quarter | -651,500,000 |
| Net Cash Position Past Year | -5,595,500,000 |
| Long Term Debt Past Year | 7,091,500,000 |
| Long Term Debt Prior Year | 8,611,300,000 |
| Total Debt Most Recent Quarter | 1,624,600,000 |
| Equity to Debt Ratio Past Year | 0.67 |
| Equity to Debt Ratio Most Recent Quarter | 0.90 |
| Total Stockholder Equity Past Year | 14,559,900,000 |
| Total Stockholder Equity Prior Year | 14,597,600,000 |
| Total Stockholder Equity Most Recent Quarter | 14,005,600,000 |
Free Cash Flow |
|
| Free Cash Flow Twelve Trailing Months | 1,312,800,000 |
| Free Cash Flow Per Share Twelve Trailing Months | 2.95 |
| Free Cash Flow Past Year | 1,120,900,000 |
| Free Cash Flow Prior Year | 1,136,500,000 |
Options |
|
| Put/Call Ratio | 0.58 |
| Has Options | Options Chain |
| Liquidity Rating | |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | 0.05 |
| MACD Signal | 0.13 |
| 20-Day Bollinger Lower Band | 18.69 |
| 20-Day Bollinger Middle Band | 21.79 |
| 20-Day Bollinger Upper Band | 24.89 |
| Beta | 1.64 |
| RSI | 51.62 |
| 50-Day SMA | 17.86 |
| 150-Day SMA | 15.73 |
| 200-Day SMA | 15.65 |
System |
|
| Modified | 11/22/2025 1:56:49 AM EST |