Invesco Ltd.
IVZFinancial ServicesNASDAQAsset Management
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Daily timeframeHeadquartered within the financial services sector, Invesco Ltd. focuses on Asset Management services and products. Invesco Ltd. is a publicly owned investment manager. The $12.39B market capitalization puts IVZ squarely in large-cap range for its industry. 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
$12.39B
Beta
1.63
P/E (TTM)
—
P/E (Fwd)
8.63
EPS (TTM)
$-0.68
EPS (Fwd)
$3.25
ROE
-0.6%
ROA
2.9%
Cash
$915.4M
Total Debt
$1.62B
Free CF
$1.14B
52W Change
19.6%
Annual Financials
Cash vs Debt
Where IVZ stands vs its 150-day and 200-day moving averages
As of the October 20, 2026 close, IVZ finished 0.32% above its 150-day moving average ($28.20) and 2.13% above its 200-day moving average ($27.70). 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 October 20, 2026 close, IVZ's RSI(14) was 29.9, in oversold territory (below 30). 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.
The company holds $915.4M in cash, though total debt stands at $1.62B. This level of leverage is common in the industry but worth monitoring as interest rate conditions evolve. Annual free cash flow of $1.14B supports ongoing capital allocation decisions and provides a cushion against unexpected expenses or downturns. ROE of -0.6% points to negative capital efficiency, indicating how much profit the company produces per dollar of shareholder equity. 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).
A beta of 1.63 means IVZ is more volatile than average. Investors should be prepared for wider price swings relative to broader indices. Understanding these risk dimensions helps frame what to watch going forward as conditions evolve for Invesco Ltd. and its sector.