IVZ · Invesco Ltd
Price
Snapshot
50 fields · last close| Market Cap | $12.45B |
| P/E | — |
| Float | 357.2M |
| Beta | 1.66 |
| Volatility | 41.4% |
| Exchange | NYSE |
| Sector | Financial Services |
| Cap tier | Large cap |
| Macro sensitivity | High |
| Clavix score | 72.3 |
| Price | 28.28 |
| Change | +0.28% |
| Prev Close | 28.20 |
| Open | 28.94 |
| Day Low | 27.95 |
| Day High | 29.22 |
| Avg Vol | 4 |
| Avg $ Vol | $122.9M |
| 52W High | 33.66 |
| 52W Low | 20.67 |
| 52W Pos | 58.6% |
| From High | −15.98% |
| From Low | +36.82% |
| Max DD 1Y | −22.66% |
| Spread | 0.10% |
| Liquidity | Normal |
| SMA 20 | −5.85% |
| SMA 50 | −9.40% |
| SMA 200 | +1.17% |
| RSI (14) | 33.1 |
| Vol 30D | 24.5% |
| Vol 90D | 33.1% |
| 1Y Range | 21–34 |
| Daily bars | 536 |
| Perf Week | −4.44% |
| Perf Month | −6.68% |
| Perf Quarter | −4.92% |
| Perf Half Y | +13.66% |
| Perf Year | +19.49% |
| Perf YTD | +4.97% |
| Prev Day | +0.28% |
| Clavix | B |
| Debt / Eq | 0.15 |
| Curr Ratio | 1.44 |
| Int Cover | 363.5× |
| FCF Margin | 22.6% |
| Rev Growth | +5.1% |
| Profit | Unprofitable |
| Leverage | Moderate |
| Sector rank | 41 / 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, 72.3 of 100. Steadiest on News Sentiment (66), most exposed on Sector Resilience (50, mixed). 1 of the 4 weighted dimensions sit above the Financial Services median. Ranks 41 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 | 1.21 |
| Volatilityannualized | 41.4% | 30.2% |
| Max drawdown, past yearworst peak-to-trough fall | −22.7% | — |
| Typical daily movemedian absolute daily change | 1.29% | — |
| Days beyond ±3%of the last 252 sessions | 43 (17%) | — |
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 | 1.21 |
| Macro sensitivityrate, dollar and credit exposure bucket | High | Moderate 40% 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 | −4.4% |
| 1 month | −6.7% |
| Year to date | +5.0% |
| 1 year | +19.5% |
Context for the rank, not itself a risk measure.
Recent coverage, scored
| IVZ | |
|---|---|
| Articles scoredthe most recent scored coverage, up to 30 | 30 since 3 Jul |
| Average score0 most bearish, 100 most bullish | 57 |
| Bullish · bearisharticles above 60 · below 40 | 17 · 7 |
| Directionarticles whose tone is improving vs worsening | 17 ↑ 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 | +5.1% |
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.
Recent news
most recent scored articles · the chip is the article’s score · click to openInvesco reported preliminary assets under management of $2.54 trillion as of September 30, 2026, down 0.9% from the prior month. The drop was driven by $1.1 billion in net long-term outflows, $5.7 billion in money market outflows, $16 billion in negative market returns, and $2.7 billion in unfavorable currency moves, partially offset by $0.9 billion in reinvested distributions.
Wall Street Zen downgraded Invesco's stock rating from "buy" to "hold" in a Saturday research note. The article provides no additional details or context.
In September 2026, Invesco launched the Invesco Nasdaq International Innovators 100 ETF (QQI), a new fund under its QQQ Innovation Suite that tracks 100 innovation-focused companies outside the United States using a set formula, charging a 0.29% annual fee.
Invesco launched a new ETF called QQI (Invesco Nasdaq International Innovators 100 ETF) that tracks innovative companies outside the United States, extending its QQQ Innovation Suite beyond American stocks.
Invesco reported preliminary assets under management of $2.56 trillion as of August 31, 2026, up 4.7% from the prior month. The increase was driven by $27.6 billion in net long-term inflows, $35.8 billion in money market inflows, $49 billion from favorable market returns, and $2.7 billion from currency moves.
Nearest peers by size
Financial Services| Ticker | Company | Grade | Mkt cap | P/E | Beta | |
|---|---|---|---|---|---|---|
| SEIC | SEI Investments Co | — | $12.36B | 17.37 | 0.96 | Compare |
| CG | Carlyle Group Inc | B | $12.96B | 35.62 | 1.86 | Compare |
| ARCC | Ares Capital Corp | A- | $13.44B | 14.00 | 0.66 | Compare |
| ALLY | Ally Financial Inc | B+ | $11.46B | 7.88 | 1.18 | Compare |
| OWL | Blue Owl Capital Inc | C+ | $13.80B | 170.53 | 1.32 | Compare |
| CHYM | Chime Financial Inc | C- | $11.23B | — | 2.07 | Compare |
| JKHY | Jack Henry & Associates Inc | A- | $10.74B | 21.36 | 0.56 | Compare |
| FDS | Factset Research Systems Inc | B- | $10.73B | 20.11 | 0.73 | Compare |
You just read one holding. Clavix reads the whole portfolio.
Every position you own, graded on the same five dimensions, with an alert when a grade moves. 1 month free on iPhone.