Invesco (IVZ)

• Market cap: $7.83B
• 1 day: -2.13%
• 5 days: -4.90%
• 1 month: -0.11%
• 3 months: -1.13%
• 6 months: 4.36%
• Year to date: -0.96%
• 1 year: 12.20%
• 5 years: 0.00%
• 10 years: -56.01%
• Sector: Financials
• Industry: Investment Advice

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: 8,524

Fund manager confidence

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

83% more first-time investments, than exits

New positions opened: 77 | Existing positions closed: 42

21% more repeat investments, than reductions

Existing positions increased: 189 | Existing positions reduced: 156

4% more funds holding

Funds holding: 483 [Q3] → 500 (+17) [Q4]

3.12% more ownership

Funds ownership: 86.06% [Q3] → 89.18% (+3.12%) [Q4]

3% more capital invested

Capital invested by funds: $6.8B [Q3] → $7.02B (+$213M) [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

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

• Low target: $19 9% upside
• Avg. target: $20 16% upside
• High target: $22 26% upside

9 analyst ratings

• positive: 1 11%
• neutral: 7 78%
• negative: 1 11%

Morgan Stanley Michael Cyprys 76% 1-year accuracy 22 / 29 met price target	9% upside $19	Equal-Weight Maintained	6 Feb 2025
UBS Brennan Hawken 74% 1-year accuracy 25 / 34 met price target	20% upside $21	Neutral Maintained	3 Feb 2025
BMO Capital Etienne Ricard 58% 1-year accuracy 7 / 12 met price target	20% upside $21	Market Perform Maintained	29 Jan 2025
Goldman Sachs Alexander Blostein 67% 1-year accuracy 29 / 43 met price target	19% upside $21	Neutral Maintained	29 Jan 2025
Keefe, Bruyette & Woods Aidan Hall 65% 1-year accuracy 11 / 17 met price target	14% upside $20	Market Perform Reiterated	29 Jan 2025