IVZ · Invesco Ltd
Price
Snapshot
50 fields · last close| Market Cap | $14.44B |
| P/E | — |
| Float | 357.2M |
| Beta | 1.66 |
| Volatility | 41.5% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | High |
| Clavix score | 73 |
| Price | 33.16 |
| Change | +1.38% |
| Prev Close | 32.71 |
| Open | 32.18 |
| Day Low | 32.16 |
| Day High | 32.80 |
| Avg Vol | 3 |
| Avg $ Vol | $113.0M |
| 52W High | 33.66 |
| 52W Low | 20.67 |
| 52W Pos | 96.2% |
| From High | −1.49% |
| From Low | +60.43% |
| Max DD 1Y | −22.66% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | +2.79% |
| SMA 50 | +9.50% |
| SMA 200 | +21.97% |
| RSI (14) | 58.1 |
| Vol 30D | 32.7% |
| Vol 90D | 34.5% |
| 1Y Range | 21–34 |
| Daily bars | 506 |
| Perf Week | −1.80% |
| Perf Month | +2.19% |
| Perf Quarter | +16.12% |
| Perf Half Y | +32.27% |
| Perf Year | +50.74% |
| Perf YTD | +23.09% |
| Prev Day | +1.38% |
| Clavix | B |
| Debt / Eq | 0.77 |
| Curr Ratio | 0.80 |
| Int Cover | 363.5× |
| FCF Margin | 38.6% |
| Rev Growth | +20.5% |
| Profit | Unprofitable |
| Leverage | Moderate |
| Sector rank | 40 / 69 |
What IVZ does
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, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds.
It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients.
It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds.
It invests in the public equity and fixed income markets across the globe. The firm prefers to invest between $5 million and $15 million in companies.
The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies.
For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash.
It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities.
The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments.
The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H.
Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
Clavix risk grade
regraded every trading dayIVZ grades B, 73 of 100. Steadiest on News Sentiment (62), most exposed on Sector Resilience (53, mixed). 0 of the 4 weighted dimensions sit above the Financial Services median. Ranks 40 of 69 in Financial Services by Clavix score.
How rough the ride is
| IVZ | Financial Services median | |
|---|---|---|
| Betavs the overall market · lower is steadier | 1.66 | 1.20 |
| Volatilityannualized | 41.5% | 30.0% |
| Max drawdown, past yearworst peak-to-trough fall | −22.7% | — |
| Typical daily movemedian absolute daily change | 1.23% | — |
| Days beyond ±3%of the last 252 sessions | 4317% | — |
How its days are spread
Daily returns over the last 252 sessions in 1% bins. Moves beyond ±6% land in the end bins.
52-week range
The bar runs from the lowest to the highest close of the last 252 sessions; the marker is the latest close.
Drawdown from the 1-year peak
Percent below the running high over the last 12 months. Zero is a fresh high.
Market sensitivity
| IVZ | Financial Services median | |
|---|---|---|
| Beta to the markethow much it swings with the S&P 500 · lower is safer | 1.66 | 1.20 |
| Macro sensitivityrate, dollar and credit exposure bucket | High | Moderate40% of 70 |
Where it sits on the macro scale
Low means rates, the dollar and credit spreads barely move it. Very High means they drive a large share of its swings. The counts are how many Financial Services names sit in each bucket.
Where it ranks in its sector
Rank by Clavix score within the sector. Right is the top of the sector.
Price performance
| IVZ | |
|---|---|
| 1 week | −1.8% |
| 1 month | +2.2% |
| Year to date | +23.1% |
| 1 year | +50.7% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| IVZ | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30since 28 Jun |
| Average score0 most bearish, 100 most bullish | 56 |
| Bullish · bearisharticles above 60 · below 40 | 15 · 7 |
| Directionarticles whose tone is improving vs worsening | 15 ↑ 7 ↓ |
Where the article scores land
Each bar is a 10-point band of article scores. Below 40 reads bearish, above 60 bullish.
Balance sheet, against the sector
The shaded band is the middle half of the 70 Financial Services names Clavix covers; the tick is the sector median.
Growth
| IVZ | |
|---|---|
| Revenue growthyear over year | +20.5% |
Financial Health is shown but does not count toward the grade. Why
0–100, higher is safer. The tick on each bar is the Financial Services median. Click a dimension for the evidence behind it. Financial Health is shown but does not count toward the grade.
Against Financial Services
70 companies| Metric | IVZ | Sector spread | Median |
|---|---|---|---|
| Beta | 1.66 | 1.20 | |
| Volatility | 41.5% | 30.0% | |
| Debt / equity | 0.77 | 0.83 | |
| Current ratio | 0.80 | 1.03 | |
| FCF margin | 38.6% | 27.9% | |
| Interest coverage | 363.5× | 7.6× |
Recent news
most recent scored articles · the chip is the article’s score · click to openInvesco announced that Andrew Lo, Head of Asia Pacific for 32 years, will retire on March 31, 2027, and will be replaced by Marty Franc, who will transition into the role during the first quarter of 2027. After retiring, Lo will stay on as Chairman Emeritus for Asia Pacific, continuing to represent Invesco on the boards of its China and India joint ventures.
Invesco launched a unified platform called Invesco Solutions & Custom Strategies that combines public and private market investments with both active and passive approaches for institutional and private wealth clients. The company also created new leadership roles, including a Global Head of Solutions and a Chief Investment Officer for Multi-Asset Solutions.
Invesco Ltd. (IVZ) announced preliminary assets under management of $2,447.1 billion as of July 31, 2026, a 0.9% decrease from the prior month-end, with net long-term inflows of $8.6 billion and money market net inflows of $22.8 billion offset by $59 billion in unfavorable market returns and a $4.6 billion FX tailwind.
Wall Street Zen downgraded Invesco (NYSE:IVZ) from a 'buy' rating to a 'hold' rating in a research report issued on Sunday.
The Invesco QQQ ETF (QQQ), which tracks the Nasdaq-100, has returned more than 10% annually since its 1999 launch even through the dot-com crash. Investing $400 per month for 30 years at that rate would build a portfolio exceeding $1 million.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| ARCC | Ares Capital Corp | A- | $14.37B | 14.97 | 0.66 | Compare |
| EQH | Equitable Holdings Inc | B+ | $14.62B | — | 1.09 | Compare |
| CRBG | Corebridge Financial Inc | B+ | $15.49B | 17.08 | 1.02 | Compare |
| ALLY | Ally Financial Inc | B+ | $13.26B | 8.93 | 1.17 | Compare |
| CHYM | Chime Financial Inc | C- | $12.74B | — | 2.08 | Compare |
| JEF | Jefferies Financial Group Inc | B- | $12.51B | 13.84 | 1.54 | Compare |
| SF | Stifel Financial Corp | B+ | $12.42B | 12.89 | 1.02 | Compare |
| SEIC | SEI Investments Co | — | $12.36B | 17.37 | 0.96 | Compare |
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