Overall Fundamental outlook

Business Operations:

Sector: Financial Services
Industry: Asset Management

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, commodity, fixed income, 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 prefers to invest between $5 million and $15 million in companies. 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.

Revenue projections:

Revenue projections for IVZ
Revenue projections for IVZ

Investors are expected to be cautious with IVZ, as its revenues are projected to fall compared to last year. A decline in revenue often results in a negative impact on profitability, prompting concerns about the company's financial stability and making investors more conservative in their approach.

Financial Ratios:

currentRatio 0.78700
forwardPE 8.80032
debtToEquity 17.16100
earningsGrowth 0.00000
revenueGrowth 0.06200
grossMargins 0.28573
operatingMargins 0.20378
trailingEps -1.60000
forwardEps 2.89819

Invesco Ltd.'s Debt-to-Equity ratio is low, indicating the company is not over-leveraged. This suggests a prudent approach to financing, with minimal dependence on debt, reducing the financial risk associated with high leverage, and signaling a stable financial outlook.

Price projections:

Price projections for IVZ
Price projections for IVZ

IVZ's price projections have gradually increased over time, indicating that analysts are becoming more optimistic about the company's prospects. This suggests confidence in IVZ's ability to achieve future growth.

Insider Transactions:

Insider Transactions for IVZ
Insider Transactions for IVZ


IVZ experienced 2 selling transactions, with market price of 22.93000030517578.The period under consideration did not see any sell transactions.IVZ's current price levels are experiencing more buying activity than selling, which may point to a favorable outlook. This trend suggests investor confidence in the stock's future, potentially indicating expectations of continued growth.

Recommendation changes over time:

Recommendations trend for IVZ
Recommendations trend for IVZ


Analysts have maintained a buy bias for Invesco Ltd., which could prompt investors to consider the stock as a viable investment. With this positive outlook, Invesco Ltd. is positioned as an attractive option for those looking to park their money in a stable and potentially lucrative company.