Stock Analysis
Invesco Ltd. (IVZ) Stock Analysis
Invesco Ltd. (IVZ) stock analysis covering valuation, fundamentals, technical indicators, risk, AIQ Momentum, analyst catalysts, dividends, and the current AIQ Score.
Invesco Ltd. (IVZ) currently has an AIQ Score of 51/100, indicating a neutral setup. Sentiment is the strongest factor at 67/100. Momentum is the weakest current factor at 45/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
IVZ at a Glance
Crawlable current metrics from the latest market-close stock snapshot.
| Metric | Current |
|---|---|
| Price | $27.76 |
| AIQ Score | 51/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Sell |
| Market Cap | $14.18B |
| P/E Ratio (TTM) | -47.04 |
| Forward P/E | — |
| EPS (quarter ended 2026-06-30) | $0.77 |
| Revenue (quarter ended 2026-06-30) | $1.83B |
| Dividend Yield (TTM) | 2.66% |
| Beta | 1.6 |
| Volume | 5.86M |
| 52-week range | $21.82-$33.66 |
| RSI 14 | 46.2 |
| 50-Day SMA | $30.61 |
| 200-Day SMA | $27.99 |
| Analyst Price Target | $34.36 |
| Next Earnings | Jan 26, 2027 |
IVZInvesco Ltd.
Financial Services / Asset Management
Low Priority
In Line With Peers
Latest quote
- Momentum45
- Value49
- Quality58
- Risk resilience50
- Sentiment67
IVZ Stock Analysis Summary
Invesco Ltd. (IVZ) currently has an AIQ Score of 51/100, indicating a neutral setup. Sentiment is the strongest factor at 67/100. Momentum is the weakest current factor at 45/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, IVZ has AIQ Score of 51/100 with Sentiment base of 67/100 and fading Momentum at 45/100. Wait for component alignment before adding exposure.
Sentiment (67/100) leads while Momentum (45/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · -4.34% stock move · IVZ classified in Asset Management.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is IVZ Bullish or Bearish Right Now?
IVZ currently has a neutral overall setup. Sentiment is the strongest factor at 67/100, while Momentum is weakest at 45/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Analyst target implies +23.78% upside from the latest quote.
- - Price is -0.81% below its 200-day SMA.
- - Technical consensus has more sell votes than buy votes (23 vs 15).
Current Consensus
IVZ's Technical Analysis Consensus is currently Sell, with 15 buy, 7 neutral, and 23 sell votes. IVZ's 14-day RSI is 46.2, which places the stock in a neutral momentum range. IVZ's beta is 1.6, indicating greater market sensitivity than the broad market.
What Changed in IVZ?
The largest recent change in IVZ is Momentum moving up by 10.0 points over the available 7-day comparison window. Sentiment remains the strongest visible factor.
What Would Change the IVZ Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, earnings revisions strengthen, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, analyst expectations deteriorate, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive catalyst or estimate-revision evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
IVZ Decision Framework
Public evidence layers, setup checks, and risk context for Invesco Ltd..
Invesco Ltd. (IVZ) Stock Analysis
Invesco Ltd. has an AIQ Score of 51/100 in a Neutral regime. Sentiment is strongest at 67/100. Beta is 1.63, above market sensitivity. Review the supporting stock factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | IVZ is in a Neutral AIQ regime with score 51/100. |
| Signal Conflict | The primary conflict is that sentiment leads at 67/100 while momentum lags at 45/100. |
| Factor Evidence | Momentum 45/100 · Value 49/100 · Quality 58/100 · Risk 50/100 · Sentiment 67/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Sentiment is the strongest factor at 67/100.
Momentum is 45/100 and RSI (14) is 46.2.
IVZ is in a Neutral regime at 51/100.
Risk factor is 50/100 with beta 1.63 and annual volatility 33.94%.
Current conflict: sentiment leads at 67/100 while momentum lags at 45/100.
IVZ Research Cluster
Ticker-specific paths for valuation, technical analysis, catalysts, dividends, financials, risk, and news.
IVZ Fundamentals
IVZ valuation, profitability, growth, margins, balance-sheet strength, and free cash flow.
IVZ Technical Analysis
IVZ technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
IVZ Stock Catalysts
Track IVZ earnings, analyst ratings, price targets, estimate revisions, stock news, and upcoming events.
IVZ Dividend Analysis
IVZ dividend yield, annual dividend, payout ratio, payment history, and income reliability context.
IVZ Financial Data
IVZ revenue, earnings, income statement, balance sheet, cash flow, valuation ratios, and stock metrics.
IVZ Risk Analysis
IVZ volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
IVZ Stock News
IVZ stock news, market tone, recent headlines, and catalyst context.
IVZ vs Asset Management / Exchanges Peers
Current peer cohort: IVZ · JEF · JLL · KKR · MCO. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| IVZ Current stock | 51/100 | 49/100 | 45/100 | 50/100 | 0.6 | 33.94% | Current |
| JEF Jefferies Financial | 53/100 | 56/100 | 74/100 | 43/100 | -0.08 | 39.74% | IVZ vs JEF |
| JLL Jones Lang LaSalle | 72/100 | 68/100 | 95/100 | 47/100 | 0.49 | 37.60% | IVZ vs JLL |
| KKR KKR & Co | 42/100 | 29/100 | 54/100 | 57/100 | -0.48 | 37.83% | IVZ vs KKR |
| MCO Moody's | 56/100 | 24/100 | 78/100 | 52/100 | 0.13 | 27.96% | IVZ vs MCO |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 30, 2026.
About the AIQ Score
Methodology for the current stock evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of stock evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Open the return calculator with stock context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalysts3 recent quarterly periods are available for review.
Checked Oct 31, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
Fundamentals Verdict
Current snapshot fields are separate from reported-quarter statement tables.
Latest period Jun 30, 2026.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching IVZ
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for IVZ
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
IVZ Stock FAQ
What is IVZ stock price today?
Invesco Ltd.'s current stock price is $27.76. Use the live quote with AIQ Score, news, and risk context rather than treating price alone as a decision signal.
Is IVZ bullish or bearish right now?
IVZ's bullish or bearish read depends on the current AIQ Score, factor alignment, technical analysis consensus, valuation, risk, and catalyst evidence. A mixed setup should be treated differently from a broad confirmation across those signals.
What is IVZ's market cap?
IVZ's market cap is $14.18B based on the latest completed market-close snapshot from Oct 30, 2026. Use it with P/E ratio, revenue, and growth metrics to frame company size, valuation, and peer comparisons.
What is IVZ's current P/E ratio?
IVZ's current P/E ratio is -47.04 based on the latest completed market-close snapshot from Oct 30, 2026. Read it with revenue growth, margins, EPS, cash flow, and peer valuation rather than using P/E alone.
What is IVZ's RSI?
IVZ's 14-day RSI is 46.2 based on the latest completed market-close snapshot from Oct 30, 2026. RSI should be interpreted with MACD, moving averages, volume, volatility, and price trend.
Is IVZ above its 50-day and 200-day moving averages?
IVZ is -9.30% from its 50-day SMA and -0.81% from its 200-day SMA based on the latest completed market-close snapshot from Oct 30, 2026. Moving-average position should be read with momentum and broader AIQ evidence.
When is IVZ's next earnings date?
IVZ's next earnings date is currently listed as Jan 26, 2027. Earnings can reset revenue, EPS, price target, analyst rating, and catalyst expectations.
Does IVZ pay a dividend?
IVZ's dividend yield is 2.66% based on the latest completed market-close snapshot from Oct 30, 2026. Dividend yield should be read with payout ratio, free cash flow, growth, and balance-sheet strength.