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IV

Invesco Ltd.

IVZFinancial ServicesNASDAQ

Asset Management

PriceMA150MA200
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Indicator snapshot
MA150+10.87%
$25.31

Price above medium-term moving average.

MA200+14.82%
$24.44

Above long-term trend line.

RSI-14neutral
64.1

Balanced. Not overbought, not oversold.

MACDnegative
-0.0268

Histogram negative — downward momentum.

Financials · Annual
Revenue
$6.38B
+5.1% YoY
Net Income
-$281.7M
-136.4% YoY
EBITDA
$1.54B
+23.5% YoY
Free Cash Flow
$861.9M

Scan Results

Daily timeframe
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About Invesco Ltd.

Invesco Ltd. is a publicly owned investment manager. The company carries a $12.44B market cap, placing it firmly in the large-cap category. 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.

Key stats
Market Cap$12.44B
Fwd P/E9.45
EPS$-1.47
Beta1.57
52W Change+94.0%
Dividend Yield3.06%
ROE-1.5%
Analysis

The company holds $806.9M in cash, though total debt stands at $1.97B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Annual free cash flow of $861.9M supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. Return on equity stands at -1.5%, which is negative for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 2.7% 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).

A beta of 1.57 means IVZ is more volatile than average. Investors should be prepared for wider price swings relative to broader indices. These risk factors are not exhaustive — macroeconomic shifts, regulatory changes, and competitive dynamics can all influence Invesco Ltd.'s trajectory.

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