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NYSE · IVZ · Asset Management

Invesco Ltd (IVZ) stock analysis

$29.25+1.63%Data as of Oct 21, 2026
  • IVZ lost 5.2% over the past month versus 0.0% for the S&P 500, ranking 405th of 497 S&P 500 stocks.
  • Over 12 months it returned +30.2%, 14.4 points ahead of the S&P 500, and trades 12.2% below its 52-week high.
  • In the last 30 days 2 analysts raised earnings estimates and 4 cut; forward EPS moved −0.3% (+1.5% over 90 days).
  • It sits in the Public-market managers segment of the Capital Markets & Asset Management, where the 1-month median return is −2.1%.
  • The daily chart reads Trend transition · Unresolved structure (since Oct 19, 2026).
Market cap$12.9B
12-month return+30.2%
Forward P/E8.9×
Mean target vs price+18.3%

One-year price with 50- and 200-day averages

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19.123.427.732.1JanAprJulOct
29.2550-day200-day

Performance vs the market

Total price return against the S&P 500 (SPY) and the median of US stocks in the same sector.

IVZ−5.2%
Sector median−1.1%
S&P 5000.0%
IVZ−1.8%
Sector median−1.6%
S&P 500+4.7%
IVZ+14.4%
Sector median+4.3%
S&P 500+8.7%
IVZ+30.2%
Sector median+15.0%
S&P 500+15.8%
1-month rank in the S&P 500405 / 497
3-month rank in its sector · Financial Services339 / 688

Chart structure

Read by our daily-bar structure engine from swing highs, swing lows and moving averages.

Trend transition · Unresolved structureAwaiting confirmation

Holding since Oct 19, 2026

  • Close below EMA20 below EMA50
  • EMA50 fell over the last ten sessions
  • Confirmed swing highs and lows are falling
  • Intermediate and long-term directions differ
  • Neither a stable trend nor a range is confirmed
This pattern on this stock

82 occurrences in 10 years. The median move over the next 20 sessions was −0.4%, positive 48% of the time, against +0.1% for any day in the same period.

Reference zone, stop and targets for this structureSee the trade plan in Hub ↗

Analyst earnings revisions

Changes to the consensus forward-EPS estimate. Rising estimates mean analysts see more profit ahead.

Forward EPS$3.26
30-day change−0.3%
90-day change+1.5%
Mean target$34.61 +18.3%
Raised (30d) 2Cut (30d) 4

14 analysts cover the stock

Where it sits in the supply chain

Capital Markets & Asset Management · Managers & brokers

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Supplied by
Indexes, ratings & data+10.1%
SPGI+10.1%1 monthMCO+2.5%1 monthMSCI+10.1%1 monthFDS+15.7%1 monthBR+9.4%1 month
Custody & securities services−3.7%
STT−5.8%1 monthNTRS−3.7%1 monthBNY−2.9%1 month
Its segment
Public-market managers−2.1%
BLK+7.8%1 monthTROW−0.8%1 monthBEN−3.4%1 monthIVZ−5.2%1 month

Portfolio fees depend on assets, flows and fee rates.

Sells into
Households & institutions

Figures are each company's 1-month return; the segment shows its median · Doubler daily batch · company chain maps

Risk profile

Max drawdown, 12M−22.0%
Volatility, 60D29.6%
From 52-week high−12.2%
From 52-week low+31.4%
Forward P/E8.9×

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