Invesco (IVZ)

• Market cap: $6.05B
• 1 day: -0.21%
• 5 days: 2.65%
• 1 month: -8.17%
• 3 months: -27.52%
• 6 months: -21.79%
• Year to date: -21.08%
• 1 year: -1.69%
• 5 years: 61.60%
• 10 years: -66.37%
• Sector: Financials
• Industry: Asset Management

About: Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients. At the end of October 2024, the firm had $1.792 trillion in assets under management spread among its equity (58% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (10%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's us retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).

Employees: 8,508

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

89% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 44

21% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 160

6% more funds holding

Funds holding: 484 [Q3] → 515 (+31) [Q4]

3.54% more ownership

Funds ownership: 85.8% [Q3] → 89.34% (+3.54%) [Q4]

3% more capital invested

Capital invested by funds: $6.78B [Q3] → $7.02B (+$236M) [Q4]

0% more funds holding in top 10

Funds holding in top 10: 3 [Q3] → 3 (+0) [Q4]

89% less call options, than puts

Call options by funds: $42.1M | Put options by funds: $399M

Research analyst outlook

10 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $13 7% downside
• Avg. target: $15.78 13% upside
• High target: $21 51% upside

10 analyst ratings

• positive: 0 0%
• neutral: 9 90%
• negative: 1 10%

Goldman Sachs Alexander Blostein 57% 1-year accuracy 27 / 47 met price target	9% upside $15.25	Neutral Maintained	23 Apr 2025
Evercore ISI Group Glenn Schorr 43% 1-year accuracy 15 / 35 met price target	8% upside $15	In-Line Maintained	23 Apr 2025
Barclays Benjamin Budish 66% 1-year accuracy 88 / 133 met price target	1% upside $14	Equal-Weight Maintained	23 Apr 2025
Morgan Stanley Michael Cyprys 52% 1-year accuracy 13 / 25 met price target	8% upside $15	Equal-Weight Maintained	17 Apr 2025
JP Morgan Kenneth Worthington 53% 1-year accuracy 16 / 30 met price target	15% upside $16	Neutral Maintained	16 Apr 2025