IVZ- Invesco Ltd.
Financial Services · Asset Management
Price & Performance
Performance
Analysis & Verdict
Analyst Ratings
BuyWall Street consensus from 13 analysts
12-Month Price Target
$33.96
Based on analyst estimates; price targets are opinions, not guarantees.
Fair Value Estimates
Current price: $31.51
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
5/10
56% 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%
-0.6%Return on equity - measures how efficiently capital is used
Positive profit margin
-0.9%Net profit margin must be positive - company earns more than it spends
Revenue growth (annual)
+20.5%Annual revenue must be growing compared to the prior year
Earnings growth (annual)
Annual earnings must be growing compared to the prior year
Debt/Equity below 2×
12.06×Low financial leverage reduces risk of distress
Current ratio above 1
0.71×Short-term assets must cover short-term liabilities
Daily liquidity above $5M
$148M/dayHigh trading volume ensures easy entry and exit
Dividend yield above 0%
2.66%Stock must distribute income to shareholders
Financials
Revenue & Results
Key Statistics
Earnings
Next Earnings
Oct 27, 2026
42
days
EPS (TTM)
$-0.68
P/E (TTM)
-
Fwd P/E
9.6
SEC Filings & Reported Financials
Earnings History
SEC EDGAR · official filings
SEC Filings
Official EDGAR documents
Insider Transactions
SEC Form 4 · officers, directors & 10% owners
Dividends & Income
Dividends
Current DY
2.66%
5Y Avg Annual
$0.7624
Last Payment
$0.2150
Ex-Date
08/14/2026
Annual dividends paid per share
| Ex-Date | Payment | Amount | Est. DY |
|---|---|---|---|
Latest08/14/2026 | 09/02/2026 | $0.2150 | 2.73% |
05/15/2026 | 06/03/2026 | $0.2150 | 2.73% |
02/13/2026 | 03/04/2026 | $0.2100 | 2.67% |
11/14/2025 | 12/03/2025 | $0.2100 | 2.67% |
08/14/2025 | 09/02/2025 | $0.2100 | 2.67% |
05/14/2025 | 06/02/2025 | $0.2100 | 2.67% |
02/14/2025 | 03/05/2025 | $0.2050 | 2.60% |
11/14/2024 | 12/03/2024 | $0.2050 | 2.60% |
Magic Number
Shares needed to self-fund your next purchase
$31.51
Price
$0.2150
Last div. (quarterly)
147
shares
Own 147 IVZ shares ($4,631.97) and each quarterly dividend pays for 1 new share - the snowball runs on its own.
Investment target
$4,631.97
New shares / year
+4 shares
Dividend Calculator
2.73% yieldEstimate IVZ dividend income at the current rate.
Per year
$272.93
Per month
$22.74
≈ 317.4 shares at $0.86/share a year. Estimate only - dividends can be cut or raised.
Tools & Simulators
IVZ vs Peers, Indexes & Commodities
?Click a card below to plot it on the chart
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Parameters
Final value
$426,404.61
Total invested
$130,000.00
Total interest
$296,404.61
Balance over time
Period breakdown
| Period | Balance | Invested | Interest |
|---|---|---|---|
| Start | $10,000.00 | $10,000.00 | $0.00 |
| Year 1 | $17,270.27 | $16,000.00 | $1,270.27 |
| Year 2 | $25,267.56 | $22,000.00 | $3,267.56 |
| Year 3 | $34,064.59 | $28,000.00 | $6,064.59 |
| Year 4 | $43,741.32 | $34,000.00 | $9,741.32 |
| Year 5 | $54,385.72 | $40,000.00 | $14,385.72 |
| Year 6 | $66,094.55 | $46,000.00 | $20,094.55 |
| Year 7 | $78,974.28 | $52,000.00 | $26,974.28 |
| Year 8 | $93,141.97 | $58,000.00 | $35,141.97 |
| Year 9 | $108,726.44 | $64,000.00 | $44,726.44 |
| Year 10 | $125,869.35 | $70,000.00 | $55,869.35 |
| Year 11 | $144,726.56 | $76,000.00 | $68,726.56 |
| Year 12 | $165,469.48 | $82,000.00 | $83,469.48 |
| Year 13 | $188,286.70 | $88,000.00 | $100,286.70 |
| Year 14 | $213,385.63 | $94,000.00 | $119,385.63 |
| Year 15 | $240,994.47 | $100,000.00 | $140,994.47 |
| Year 16 | $271,364.18 | $106,000.00 | $165,364.18 |
| Year 17 | $304,770.87 | $112,000.00 | $192,770.87 |
| Year 18 | $341,518.22 | $118,000.00 | $223,518.22 |
| Year 19 | $381,940.31 | $124,000.00 | $257,940.31 |
| Year 20 | $426,404.61 | $130,000.00 | $296,404.61 |
What is compound interest?
Compound interest means that the interest you earn in one period is added to your principal, so in the next period you earn interest on a larger base. This creates exponential growth: the longer your time horizon, the more dramatic the effect.
Which rate should I use?
The S&P 500 has historically returned ~10%/year before inflation over long periods - use this for an all-equity US index fund scenario. A balanced growth portfolio (stocks + bonds) is closer to 7%. High-yield savings accounts (HYSA) are currently paying around 4-5% with FDIC insurance and zero market risk. Bonds historically return ~4% annualized.
Formula used
FV = PV × (1+r)^n + PMT × ((1+r)^n − 1) / rwhere r is the monthly rate, n is the number of months, PV is the initial investment, and PMT is the monthly contribution. Annual rates are converted to monthly viar = (1 + annual%)^(1/12) − 1.
For educational purposes only. Not financial advice. Past returns do not guarantee future results.
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About Invesco Ltd.
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
7,405
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Invesco Ltd. (IVZ) stock trades at $31.51, down 2.39% on the day. With a market capitalization of $13.91 billion, IVZ is a large-cap financial services stock. It trades at a forward P/E of 9.6 and earnings per share (EPS) of $-0.68. Over the most recent period the company reported 21% year-over-year revenue growth and a net profit margin of -0.9%. Below you'll find IVZ's full fundamentals, fair-value estimates, dividend history, earnings and our buy, hold or avoid verdict for 2026.
IVZ - Frequently Asked Questions
Is Invesco Ltd. (IVZ) a good stock to buy in 2026?
Invesco Ltd. (IVZ) shows strengths such as revenue growth of 21%, while risks include negative profit margins and high leverage (debt/equity of 12.1). Whether IVZ is a good buy in 2026 depends on your time horizon and risk tolerance - review the full bull case, bear case and fair-value estimates above. This is informational analysis, not financial advice.
What is IVZ's stock price today?
Invesco Ltd. (IVZ) trades at $31.51, down 2.39% on the session. Prices on this page update throughout the trading day.
Does IVZ pay a dividend?
Yes. Invesco Ltd. pays an annual dividend of $0.86 per share, a dividend yield of 2.66%. The most recent ex-dividend date was August 14, 2026. Its payout ratio is about 56% of earnings.
What is IVZ's market cap?
Invesco Ltd. (IVZ) has a market capitalization of $13.91 billion, classifying it as a large-cap stock in the Financial Services sector.
Disclaimer: This page - including any buy/hold/avoid view, fair value or price estimate - is generated from market data for informational and educational purposes only and does not constitute financial, investment or trading advice. Data may be delayed or inaccurate. Always do your own research and consult a licensed financial advisor before making any investment decision.