Invesco Ltd.
IVZFinancial ServicesNASDAQAsset Management
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Daily timeframeInvesco Ltd. is a publicly owned investment manager. With a market capitalization of $14.28B, it sits in large-cap territory. 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.
Market Cap
$14.28B
Beta
1.60
P/E (TTM)
—
P/E (Fwd)
9.92
EPS (TTM)
$-0.68
EPS (Fwd)
$3.26
ROE
-0.6%
ROA
2.9%
Cash
$915.4M
Total Debt
$1.62B
Free CF
$1.14B
52W Change
49.2%
Annual Financials
Cash vs Debt
Where IVZ stands vs its 150-day and 200-day moving averages
As of the September 2, 2026 close, IVZ finished 18.18% above its 150-day moving average ($27.07) and 19.59% above its 200-day moving average ($26.75). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is IVZ overbought or oversold?
At the September 2, 2026 close, IVZ's RSI(14) was 55.8, in neutral territory (between 30 and 70). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
On the balance sheet, IVZ has $915.4M in cash with $1.62B in obligations. The ability to service this debt comfortably depends on continued operational cash generation. Free cash flow comes in at $1.14B, providing flexibility for reinvestment, buybacks, or dividends. Consistent free cash flow generation is often considered a sign of operational health. Return on equity stands at -0.6%, which is negative for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.9% is on the lower side, which is common in asset-heavy industries. Revenue has been relatively flat, moving from $6.05B (2022) to $6.38B (2025).
With a beta above 1.5, IVZ tends to amplify broader market moves — both up and down. This higher volatility means larger price swings are common. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Invesco Ltd. and its sector.