IVZ screens as attractively valued at a forward P/E of 9.7x and PEG of 0.38 and ranks near the top of its peer group on value, but business quality remains below the minimum threshold, the dividend yield carries an unsafe signal, and the price has reached near-term resistance with only 0.4% headroom — a 0.06-to-1 risk/reward that does not support adding exposure.
Thesis pillars
- Attractive Valuation Among Peers↑Improving
- Below Threshold Business Quality↑Improving
- Price At Resistance Thin Upside↑Improving
- +1 more pillar — see the Why tab for full reasoning
Pillars as of Jul 3, 2026, based on the 10-K filed Feb 24, 2026
Invesco Ltd (IVZ) Stock Analysis
Financial Services · Asset Management
Sell if holding. Engine safety override at $28.68: Quality below floor (3.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: Below-average business quality.
Invesco manages approximately $2.2 trillion in AUM across retail ($1,515.7 billion) and institutional ($654.2 billion) channels, serving clients in more than 120 countries. The company derives substantially all revenues from investment management fees, with higher rates on... Read more
Sell if holding. Engine safety override at $28.68: Quality below floor (3.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.9/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news boost analyst 0.40, earnings proximity 89d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
About Invesco Ltd
About Invesco Ltd
Invesco ended 2025 with $2.17 trillion in AUM, split across $1,515.7 billion in retail mandates and $654.2 billion in institutional accounts, serving clients in more than 120 countries. By investment capability, the largest AUM blocks are ETFs and index strategies at $630.2 billion, the QQQ franchise at $407.2 billion, fundamental fixed income at $311.5 billion, and fundamental equities at $298.4 billion, with 7,499 employees in over 20 countries at year-end.
Invesco earns revenue through investment management fees scaled to AUM, with higher rates on actively managed equity, balanced, and alternative asset products and lower rates on fixed income, stable value, and ETFs. Retail products reach clients through wirehouses, regional broker-dealers, insurance companies, and banks in the Americas, with independent brokers and direct wealth platforms serving EMEA and APAC. Institutional AUM is distributed to corporate clients, endowments, pension funds, financial institutions, and sovereign wealth funds via dedicated sales forces. The China JV, Invesco Great Wall Fund Management Company, held approximately $132.5 billion in AUM at December 31, 2025 — a position in one of the world's two dominant wealth markets that may be impacted by geopolitical tensions between the U.S. and China. The company competes against investment management firms, commercial banks, broker-dealers, hedge funds, and fintech firms, with some competitors holding greater capital resources.
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Invesco's Global Liquidity segment, representing $189.7 billion in AUM at year-end, is exposed to institutional investors shifting to direct instruments when yields on comparable money-market alternatives are more attractive — a pattern the 10-K identifies as a recurring outflow risk during periods of rate change. Separately, the company held approximately $1,166.3 million in seed capital and co-investments at December 31, 2025, including CLOs, real estate-related loans, and commercial loans whose valuations fluctuate with interest and default rates. Significant strengthening of the U.S. Dollar relative to the British Pound, Euro, Chinese RMB, or Japanese Yen could weigh on reported revenues tied to non-dollar AUM denominations.
See also: Financial Services · Asset Management
From Invesco Ltd's most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-10-29Recent Developments — Invesco Ltd
Latest news
- NEWS Evercore ISI Adjusts Invesco Price Target to $37 From $34 — fiscal.ai Oct 28, 2026 positive
- NEWS Barclays Maintains Equal-Weight on Invesco, Raises Price Target to $33 — benzinga Oct 28, 2026 positive
- NEWS Invesco Collaborates with Anthropic to Enhance Advisor Tools — fiscal.ai Oct 27, 2026 positive
- NEWS Invesco Partners With Anthropic To Integrate Portfolio Intelligence And Practice Management Data Into Claude For Financi — benzinga Oct 27, 2026 positive
- NEWS Invesco Q3 2026 Earnings Call Transcript — benzinga Oct 27, 2026 neutral
Generated 2026-10-29T11:14:33Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWProductInvesco QQQ Trust10-K Item 1A: 'we may suffer declines in AUM and revenue, particularly relating to products we advise that track the Nasdaq-100 Index, such as the Invesco QQQ Trust'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. How we score · Editorial policy
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Rating Breakdown
1 floor-breaker
Unprofitable operations — net margin -0.9%. Quality floor flags this regardless of sector context.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $28.68: Quality below floor (3.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.9/10. Specifically: Below-average business quality. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $26.74. Score 5.9/10, moderate confidence.
Analyst target: $30.51 (+6.4% upside). Prior stop was $26.74. Stop-loss: $26.74.
Quality below floor (3.4 < 4.0).
Invesco Ltd trades at a P/E of N/A (forward 8.7). TrendMatrix value score: 7.4/10. Verdict: Sell.
18 analysts cover IVZ with a consensus score of 3.6/5. Average price target: $35.
What does Invesco Ltd do?Invesco manages approximately $2.2 trillion in AUM across retail ($1,515.7 billion) and institutional ($654.2 billion)...
Invesco manages approximately $2.2 trillion in AUM across retail ($1,515.7 billion) and institutional ($654.2 billion) channels, serving clients in more than 120 countries. The company derives substantially all revenues from investment management fees, with higher rates on actively managed equity and alternative strategies and lower rates on fixed income and ETFs.