IVZ
Financial Services · Asset Management
Performance
IVZ (IVZ) Stock Analysis 2026
Rule-based · Updated daily · Not financial advice
IVZ (IVZ) operates in the Asset Management space within the Financial Services sector. With a market cap of $13.0B, it qualifies as a mid-cap company. Revenue is expanding quickly, but the company has yet to translate that growth into consistent profits — a common risk in high-growth early-stage businesses.
- Revenue growth of 14% YoY shows solid business momentum
- Earnings grew 35% YoY — bottom-line is expanding fast
- Dividend yield of 2.96% provides consistent income on top of price appreciation
- Negative profit margin of -3.7% — company is currently unprofitable
- Negative ROE of -1.5% — shareholder equity is being eroded
- High debt-to-equity of 14.83× increases financial risk, especially with elevated interest rates
- Current ratio below 1 (0.82×) — short-term liabilities exceed current assets
- Price is near its 52-week high — limited near-term upside, higher pullback risk
- High beta of 1.59 — this stock is significantly more volatile than the broader market
Verdict
Avoid
Significant fundamental concerns outweigh positives. High risk at current levels.
AI Insight
Powered by ClaudeAI-generated analysis for informational purposes only. Not financial advice.
Related Articles
Revenue & Results
Dividends
Current DY
2.96%
5Y Avg Annual
$0.7194
Last Payment
$0.2150
Ex-Date
05/15/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest05/15/2026 | 06/02/2026 | $0.2150 | 2.94% |
02/13/2026 | 03/03/2026 | $0.2100 | 2.87% |
11/14/2025 | 12/02/2025 | $0.2100 | 2.87% |
08/14/2025 | 09/01/2025 | $0.2100 | 2.87% |
05/14/2025 | 06/01/2025 | $0.2100 | 2.87% |
02/14/2025 | 03/04/2025 | $0.2050 | 2.80% |
11/14/2024 | 12/02/2024 | $0.2050 | 2.80% |
08/16/2024 | 09/03/2024 | $0.2050 | 2.80% |
Magic Number
Shares needed to self-fund your next purchase
$29.26
Price
$0.2150
Last div. (quarterly)
137
shares
Own 137 IVZ shares ($4,007.94) and each quarterly dividend pays for 1 new share — the snowball runs on its own.
Investment target
$4,007.94
New shares / year
+4 shares
If You Had Invested…
Hypothetical return based on historical prices
* Dividend reinvestment calculated at ex-date price. For informational purposes only.
Earnings
Next Earnings
Jul 21, 2026
35
days
EPS (TTM)
$-1.47
P/E (TTM)
—
Fwd P/E
9.8
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Key Statistics
Valuation
Trading
Dividends
Profitability
Balance Sheet
Fair Value Estimates
Current price: $29.25
Graham Number
√(22.5 × EPS × Book Value)
N/A
Benjamin Graham's intrinsic value formula. Assumes a fair stock trades at no more than 22.5× the product of EPS and book value per share.
Bazin Ceiling Price
Avg. Annual DPS (5Y) ÷ 6%
$12.79
Décio Bazin's dividend-based ceiling. The max price you should pay so that dividends alone deliver at least 6% annual yield on your cost basis.
These are simplified estimates. Not financial advice.
Buy & Hold Checklist
Quality criteria for long-term holding
6/10
60% score
Pays dividends
15Y hist.15+ years of dividend history
Dividend consistency (5Y+)
15 yrsUninterrupted dividend payments for at least 5 years
ROE above 10%
-1.5%Return on equity — measures how efficiently capital is used
Positive profit margin
-3.7%Net profit margin must be positive — company earns more than it spends
Revenue growth (annual)
+14.1%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
+35.0%Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
14.83×Low financial leverage reduces risk of distress
Current ratio above 1
0.82×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$158M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.96%Stock must distribute income to shareholders
Related Assets
Financial Services
About IVZ
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 Asia, Europe, Africa and North America.
Sector
Financial Services
Industry
Asset Management
Location
Atlanta, United States
Employees
7,421