SURVYR

IVZ

Invesco Ltd.
$28.43
−$0.10 (0.35%)Oct 27 close
FinancialsS&P 500 CompareTechnicals
1M3M6M1Y2Y
-9%+5%+19%+34%+48%Oct 2025Oct 2026Apr 202652w high $33.6652w low $20.67
IVZSPY
Wall St. Highest PT $41.00 (+44.2%) Wall St. Avg PT $34.71 (+22.1%)
$22$27$32$37$42POC $26Hi $41Avg $35
Underwater Drawdown %Max DD -22.0%Current -14.7%
0.0%-22.0%
Relative Strength vs SPY+11.5% vs SPYOutperforming
+38%0%-38%
1W
−$0.35 (1.22%)
1M
−$2.49 (8.05%)
3M
−$0.80 (2.75%)
6M
+$2.94 (11.54%)
YTD
+$2.74 (10.68%)
1Y
+$5.69 (25.04%)

Chart

Loading live chart…

Ratings & dials

1m · 5m · 15m · 1h · 4h · 1D

Analyst & Morningstar ratings

Consensus · Targets · Morningstar
Wall Street analyst consensus
SellHoldStrong Buy
Buy
14 analysts · mean score 2.33
1 = Strong Buy · 5 = Sell
Wall Street consensus
Analyst price targets
Current price$28.43
Average target$34.71
+$6.28 (+22.1%) upsideaverage target vs current price
CurrentAverageMedian
Low$30.00
Median$34.71
High$41.00
12-month Wall Street target range

Third-party ratings, not SURVYR.'s views.

Key stats & company

Market value$12.9B
P/E (next 12 months, estimated)9.0
52-week range$20.67 – $33.66
Revenue growth (latest quarter vs a year ago)+20.5%
Dividend yield2.99%
Analyst consensusBuy (14)
Average analyst price target$34.71 (+22%)

What they do

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations. It manages separate client-focused equity and fixed income portfolios.

Financial Services · Asset Management
Valuation and fundamentals

Valuation & fundamentals

Loading the valuation from SEC filings…

For information only · Important disclosures

Grades vs sector

Momentum
81st percentile in sector
A-
12-1 return: +31.3%
Percentile within its GICS sector across the S&P 1500.
Growth
74th percentile in sector
B+
Revenue growth (YoY): +20.5%
Percentile within its GICS sector across the S&P 1500.
Value
59th percentile in sector
B-
Forward E/P: 11.5% · EBITDA/EV: 8.7%
Percentile within its GICS sector across the S&P 1500.
Profitability
3rd percentile in sector
F
Profit margin: -0.9% · Return on equity: -0.6%
Percentile within its GICS sector across the S&P 1500.
Revisions
Not enough data yet
–
EPS estimate change, 30 days (current FY): –
30-day change in analysts' current-year EPS estimate; graded across covered stocks.

Systematic Models

Not held by any of our 7 live models right now.

Quality Growth
Outside this model's universe or screens
 Momentum Top 15
ranked 68 of 499 · 12-month momentum 47.4%
 Momentum Blend
Not in the current book
 New Highs Growth
Outside this model's universe or screens
 SURVYR. Barbell Momentum & T-Bill Shield
Outside this model's universe or screens
 SURVYR. Physical AI Grid & Power
Outside this model's universe or screens
 SURVYR. Long Book
Not in the current book

Earnings & events

IVZ earningsReported Oct 27, 2026▼ Below estimates
Results · Before the open
EPS actual$0.72
EPS estimate$0.74
Surprise−2.5%
RevenueNot in our data yet

Revenue for this quarter is not in our data yet. It arrives with the quarterly filing.

Last 4 quarters · EPS vs estimate
Oct 27, 2026$0.72est $0.74−2.5%Below estimates
Jul 28, 2026$0.71est $0.66+7.2%Above estimates
Apr 28, 2026$0.57est $0.58−1.2%Below estimates
Jan 27, 2026$0.62est $0.58+7.1%Above estimates

In line = within 1% of the estimate.

Source: Yahoo Finance · refreshed 2026-10-27 18:19:18 ET
25-0125-0425-0725-1026-0126-0426-0726-100.000.74
EstimateActual (beat)Actual (miss)

News & catalysts

More news
ETF League Tables: SPDR Invesco See Hefty Outflows
etf.com · 11h ago
Invesco CurrencyShares Euro Trust (FXE) Enters Oversold Territory
Nasdaq · 12h ago
Notable Two Hundred Day Moving Average Cross - PSR
Nasdaq · 12h ago
Invesco (IVZ) Q3 2026 Earnings Call Transcript
Nasdaq · 14h ago
Invesco Announces Work with Anthropic to Bring its Custom Portfolio and Practice Management Capabilities to Claude
PR Newswire · 16h ago
Insider trades
Wood Phoebe A
Director · 2026-09-11
Sell
$97.3K
Butcher Stephanie
Senior Managing Director · 2026-09-09
Sell
$1.5M
Lo Andrew Tak Shing
Senior Managing Director · 2026-09-09
Sell
$3.2M
Lo Andrew Tak Shing
Senior Managing Director · 2026-09-08
Sell
$1.4M
Dukes Laura Allison
Chief Financial Officer · 2026-09-04
Sell
$1.0M
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–
None
None · None
Sell
–

Stats refreshed 2026-10-27 18:19:18 ET from Yahoo Finance (yfinance). "–" means the data isn't available. Refresh now

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Systematic research · Not investment advice · Hypothetical unless marked Live · Data: Yahoo Finance (15-min delayed), SEC EDGAR, House Clerk · Important disclosures · Contact desk@coteau.app

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Coteau 0.9 · Oct 21, 2026