Invesco (IVZ)

• Market cap: $6.8B
• 1 day: -2.32%
• 5 days: -2.94%
• 1 month: -12.65%
• 3 months: -13.10%
• 6 months: -13.50%
• Year to date: -13.94%
• 1 year: -8.44%
• 5 years: 58.89%
• 10 years: -62.02%
• Sector: Financials
• Industry: Investment Advice

Fund manager confidence

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

89% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 44

20% more repeat investments, than reductions

Existing positions increased: 193 | Existing positions reduced: 161

6% more funds holding

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

3.37% more ownership

Funds ownership: 86.05% [Q3] → 89.42% (+3.37%) [Q4]

3% more capital invested

Capital invested by funds: $6.8B [Q3] → $7.03B (+$233M) [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 25% upside
• Avg. target: $20 33% upside
• High target: $22 45% upside

9 analyst ratings

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

Morgan Stanley Michael Cyprys 68% 1-year accuracy 19 / 28 met price target	25% upside $19	Equal-Weight Maintained	6 Feb 2025
UBS Brennan Hawken 65% 1-year accuracy 22 / 34 met price target	38% upside $21	Neutral Maintained	3 Feb 2025
BMO Capital Etienne Ricard 58% 1-year accuracy 7 / 12 met price target	38% upside $21	Market Perform Maintained	29 Jan 2025
Goldman Sachs Alexander Blostein 56% 1-year accuracy 23 / 41 met price target	37% upside $21	Neutral Maintained	29 Jan 2025
Keefe, Bruyette & Woods Aidan Hall 53% 1-year accuracy 9 / 17 met price target	32% upside $20	Market Perform Reiterated	29 Jan 2025