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Invesco Ltd

IVZ | US

24.81

USD

0.80

3.33%

IVZ | US

About Invesco Ltd

Sector

Financial Services

Industry

Asset Management

Earnings date

30/06/2024

As of date

17/04/2026

Close

24.81

Open

24.46

High

25.09

Low

24.44

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 fixed income commodity 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 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 Hamilton Bermuda.

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IVZ | US

Risk
42.4
Sharpe
2.57
Luna's Score
66/100
Recommendation
Buy

Luna says (IVZ | US)

What's Working

Positive Momentum

Strength based on increasing price with high volume

Largecap (10B - 200B USD)

Good Dividend Yield (2% <= Dividend Yield <= 8%)

Value Stock (Price to Book < 3)

Strong Sharpe Ratio (> 1.2)

What's not Working

High Short-term Volatility

High Market Beta (> 0.8)

Volatility Signals

Bullish: Stable Volatility (6-month <= 1-month volatility) is positive for the stock performance.

Risk Meter

10 days

54.2%

1 month

42.4%

3 months

41.1%

6 months

35.6%

Returns

Fundamental Ratios

PE

-

Fwd. PE

10.27

Price to book

0.78

Debt to equity

0.52

Debt to assets

0.28

Ent. to EBITDA

15.22

Ent. to rev.

3.14

PEG

1.62

Other Fundamentals

EBITDA

1.05B

MarketCap

11.17B

MarketCap(USD)

11.17B

Div. yield

4.49

Op. margin

17.31

Erngs. growth

0.40

Rev. growth

2.80

Ret. on equity

-0.54

Short ratio

1.85

Short perc.

2.42

Market Sentiment (SMA and Price signals)

Short-term: Bullish (SMA10D > SMA1M)

Intermediate-term: Bearish (SMA1M < SMA3M)

Long-term: Bullish (SMA6M > SMA12M)

SMAs: Stock Price Trends

Range10D

3.33

Range1M

3.33

Range3M

7.79

Volumes: Market Activity

Rel. volume

1.35

Price X volume

150.27M

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  • 1

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  • 1

Industry Comparison

ParameterCompanyIndustryIndicator
Enterprise to EBITDA15.22-Cheaper
Ent. to Revenue3.14-Cheaper
PE Ratio-20.20-
Price to Book0.782.63Cheaper
Dividend Yield4.49-Poor
Std. Deviation (3M)41.09-Riskier
Debt to Equity0.5250.50Cheaper
Debt to Assets0.2844.08Cheaper
Market Cap11.17B-Market Leader
  • 1

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