IVZ Stock Summary and Trading Ideas (Invesco | NYSE:IVZ)

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%).

Invesco trades on the NYSE stock market under the symbol IVZ.

As of January 30, 2025, IVZ stock price climbed to $19.22 with 6,567,010 million shares trading.

IVZ has a beta of 1.01, meaning it tends to be more sensitive to market movements. IVZ has a correlation of 0.19 to the broad based SPY ETF.

IVZ has a market cap of $8.61 billion. This is considered a Mid Cap stock.

Last quarter Invesco reported $1 billion in Revenue and $.52 earnings per share. This beat revenue expectation by $7 million and exceeded earnings estimates by $.05.

In the last 3 years, IVZ traded as high as $24.31 and as low as $12.48.

The top ETF exchange traded funds that IVZ belongs to (by Net Assets): VTI, VOO, VB, DVY, RSP.

IVZ has underperformed the market in the last year with a return of +22.1%, while SPY returned +24.6%. This shows that you would have done better investing in the overall market (through SPY) over the last year than in IVZ shares. However, IVZ has outperformed the market in the last 3 month and 2 week periods, returning +8.3% and +12.7%, while SPY returned +4.3% and +2.1%, respectively. This indicates IVZ has been having a stronger performance recently.

IVZ support price is $18.67 and resistance is $19.33 (based on 1 day standard deviation move). This means that using the most recent 20 day stock volatility and applying a one standard deviation move around the stock's closing price, stastically there is a 67% probability that IVZ shares will trade within this expected range on the day.