Invesco (IVZ)

• Market cap: $9.89B
• 1 day: 0.32%
• 5 days: -0.36%
• 1 month: 5.57%
• 3 months: 52.69%
• 6 months: 43.59%
• Year to date: 25.61%
• 1 year: 33.55%
• 5 years: 98.83%
• 10 years: -33.76%
• 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 July 2025, the firm had $2.025 trillion in assets under management spread among its equity (60% of AUM), balanced (3%), fixed-income (21%), alternative investment (6%), and money market (10%) operations. Passive products account for 46% of Invesco's total AUM. 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 30% of its AUM sourced from Europe, Africa, and the Middle East (15%) and Asia (15%).

Employees: 8,495

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

101% more call options, than puts

Call options by funds: $49.9M | Put options by funds: $24.8M

6% more capital invested

Capital invested by funds: $6.1B [Q1] → $6.47B (+$371M) [Q2]

1.65% more ownership

Funds ownership: 90.03% [Q1] → 91.68% (+1.65%) [Q2]

6% more repeat investments, than reductions

Existing positions increased: 196 | Existing positions reduced: 185

6% more first-time investments, than exits

New positions opened: 75 | Existing positions closed: 71

0% more funds holding in top 10

Funds holding in top 10: 2 [Q1] → 2 (+0) [Q2]

1% less funds holding

Funds holding: 511 [Q1] → 507 (-4) [Q2]

Research analyst outlook

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

• Low target: $16
• Avg. target: $19.68
• High target: $25

7 analyst ratings

• positive: 1 14%
• neutral: 6 86%
• negative: 0 0%

Evercore ISI Group Glenn Schorr	$24	In-Line Maintained	5 Sep 2025
Barclays Benjamin Budish	$22	Equal-Weight Maintained	23 Jul 2025
TD Cowen Bill Katz	$25	Buy Upgraded	21 Jul 2025
Wells Fargo Michael Brown	$18	Equal-Weight Upgraded	11 Jul 2025
RBC Capital Arun Viswanathan	$16	Sector Perform Maintained	10 Jul 2025