Invesco (IVZ)

• Market cap: $5.73B
• 1 day: 1.27%
• 5 days: 1.91%
• 1 month: -17.10%
• 3 months: -25.58%
• 6 months: -29.98%
• Year to date: -27.48%
• 1 year: -16.01%
• 5 years: 41.12%
• 10 years: -67.90%
• 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

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

• Low target: $13 2% upside
• Avg. target: $16.89 32% upside
• High target: $22 72% upside

14 analyst ratings

• positive: 1 7%
• neutral: 12 86%
• negative: 1 7%

Morgan Stanley Michael Cyprys 46% 1-year accuracy 11 / 24 met price target	17% upside $15	Equal-Weight Maintained	17 Apr 2025
JP Morgan Kenneth Worthington 48% 1-year accuracy 14 / 29 met price target	25% upside $16	Neutral Maintained	16 Apr 2025
Barclays Benjamin Budish 61% 1-year accuracy 81 / 132 met price target	2% upside $13	Equal-Weight Maintained	16 Apr 2025
Goldman Sachs Alexander Blostein 54% 1-year accuracy 25 / 46 met price target	17% upside $15	Neutral Maintained	14 Apr 2025
Evercore ISI Group Glenn Schorr 29% 1-year accuracy 10 / 35 met price target	2% upside $13	In-Line Maintained	11 Apr 2025