Invesco Plc Stock Net Income
| IVZ Stock | USD 28.63 0.23 0.81% |
As of the 27th of January, Invesco Plc retains the Risk Adjusted Performance of 0.1435, downside deviation of 2.0, and Market Risk Adjusted Performance of 0.2131. Invesco Plc technical analysis makes it possible for you to employ historical prices and volume momentum with the intention to determine a pattern that calculates the direction of the firm's future prices.
Invesco Plc Total Revenue |
|
Gross Profit | Profit Margin | Market Capitalization | Enterprise Value Revenue 2.5253 | Revenue |
| Last Reported | Projected for Next Year | ||
| Net Income | 865.3 M | 663 M | |
| Net Income Applicable To Common Shares | 618.7 M | 663.3 M | |
| Net Income From Continuing Ops | 865.3 M | 885.4 M | |
| Net Income Per Share | 1.53 | 0.99 | |
| Net Income Per E B T | 0.69 | 0.45 |
Invesco | Net Income | Build AI portfolio with Invesco Stock |
Latest Invesco Plc's Net Income Growth Pattern
Below is the plot of the Net Income of Invesco Plc over the last few years. Net income is one of the most important fundamental items in finance. It plays a large role in Invesco Plc financial statement analysis. It represents the amount of money remaining after all of Invesco Plc operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue. It is Invesco Plc's Net Income historical data analysis aims to capture in quantitative terms the overall pattern of either growth or decline in Invesco Plc's overall financial position and show how it may be relating to other accounts over time.
| View | Last Reported 752.4 M | 10 Years Trend |
|
Net Income |
| Timeline |
Invesco Net Income Regression Statistics
| Arithmetic Mean | 782,725,178 | |
| Coefficient Of Variation | 51.82 | |
| Mean Deviation | 254,258,047 | |
| Median | 854,200,000 | |
| Standard Deviation | 405,604,856 | |
| Sample Variance | 164515.3T | |
| Range | 2B | |
| R-Value | (0.01) | |
| Mean Square Error | 175473.1T | |
| R-Squared | 0.000056 | |
| Significance | 0.98 | |
| Slope | (601,951) | |
| Total Sum of Squares | 2632244.8T |
Invesco Net Income History
Other Fundumenentals of Invesco Plc
| Net Income Applicable To Common Shares | ||
| Net Income From Continuing Ops | ||
| Net Income Per Share | ||
| Net Income Per E B T |
Invesco Plc Net Income component correlations
Invesco Net Income Driver Correlations
Understanding the fundamental principles of building solid financial models for Invesco Plc is extremely important. It helps to project a fair market value of Invesco Stock properly, considering its historical fundamentals such as Net Income. Since Invesco Plc's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Invesco Plc's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Invesco Plc's interrelated accounts and indicators.
Click cells to compare fundamentals
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Invesco Plc. If investors know Invesco will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Invesco Plc listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 4.5 | Dividend Share 0.835 | Earnings Share 1.47 | Revenue Per Share | Quarterly Revenue Growth 0.082 |
The market value of Invesco Plc is measured differently than its book value, which is the value of Invesco that is recorded on the company's balance sheet. Investors also form their own opinion of Invesco Plc's value that differs from its market value or its book value, called intrinsic value, which is Invesco Plc's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Invesco Plc's market value can be influenced by many factors that don't directly affect Invesco Plc's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Invesco Plc's value and its price as these two are different measures arrived at by different means. Investors typically determine if Invesco Plc is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Invesco Plc's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Invesco Plc 'What if' Analysis
In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Invesco Plc's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Invesco Plc.
| 10/29/2025 |
| 01/27/2026 |
If you would invest 0.00 in Invesco Plc on October 29, 2025 and sell it all today you would earn a total of 0.00 from holding Invesco Plc or generate 0.0% return on investment in Invesco Plc over 90 days. Invesco Plc is related to or competes with SEI Investments, Oxford Lane, Franklin Resources, Jefferies Financial, Janus Henderson, Assurant, and Globe Life. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corpor... More
Invesco Plc Upside/Downside Indicators
Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Invesco Plc's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Invesco Plc upside and downside potential and time the market with a certain degree of confidence.
| Downside Deviation | 2.0 | |||
| Information Ratio | 0.146 | |||
| Maximum Drawdown | 9.73 | |||
| Value At Risk | (2.74) | |||
| Potential Upside | 4.04 |
Invesco Plc Market Risk Indicators
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Plc's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Invesco Plc's standard deviation. In reality, there are many statistical measures that can use Invesco Plc historical prices to predict the future Invesco Plc's volatility.| Risk Adjusted Performance | 0.1435 | |||
| Jensen Alpha | 0.2334 | |||
| Total Risk Alpha | 0.1681 | |||
| Sortino Ratio | 0.1436 | |||
| Treynor Ratio | 0.2031 |
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Invesco Plc's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Invesco Plc January 27, 2026 Technical Indicators
| Cycle Indicators | ||
| Math Operators | ||
| Math Transform | ||
| Momentum Indicators | ||
| Overlap Studies | ||
| Pattern Recognition | ||
| Price Transform | ||
| Statistic Functions | ||
| Volatility Indicators | ||
| Volume Indicators |
| Risk Adjusted Performance | 0.1435 | |||
| Market Risk Adjusted Performance | 0.2131 | |||
| Mean Deviation | 1.5 | |||
| Semi Deviation | 1.66 | |||
| Downside Deviation | 2.0 | |||
| Coefficient Of Variation | 534.66 | |||
| Standard Deviation | 1.97 | |||
| Variance | 3.89 | |||
| Information Ratio | 0.146 | |||
| Jensen Alpha | 0.2334 | |||
| Total Risk Alpha | 0.1681 | |||
| Sortino Ratio | 0.1436 | |||
| Treynor Ratio | 0.2031 | |||
| Maximum Drawdown | 9.73 | |||
| Value At Risk | (2.74) | |||
| Potential Upside | 4.04 | |||
| Downside Variance | 4.02 | |||
| Semi Variance | 2.77 | |||
| Expected Short fall | (1.61) | |||
| Skewness | (0.24) | |||
| Kurtosis | 0.557 |
Invesco Plc Backtested Returns
Invesco Plc appears to be very steady, given 3 months investment horizon. Invesco Plc holds Efficiency (Sharpe) Ratio of 0.16, which attests that the entity had a 0.16 % return per unit of risk over the last 3 months. We have found twenty-nine technical indicators for Invesco Plc, which you can use to evaluate the volatility of the firm. Please utilize Invesco Plc's Market Risk Adjusted Performance of 0.2131, risk adjusted performance of 0.1435, and Downside Deviation of 2.0 to validate if our risk estimates are consistent with your expectations. On a scale of 0 to 100, Invesco Plc holds a performance score of 12. The company retains a Market Volatility (i.e., Beta) of 1.77, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco Plc will likely underperform. Please check Invesco Plc's downside variance, as well as the relationship between the daily balance of power and relative strength index , to make a quick decision on whether Invesco Plc's current trending patterns will revert.
Auto-correlation | 0.40 |
Average predictability
Invesco Plc has average predictability. Overlapping area represents the amount of predictability between Invesco Plc time series from 29th of October 2025 to 13th of December 2025 and 13th of December 2025 to 27th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Invesco Plc price movement. The serial correlation of 0.4 indicates that just about 40.0% of current Invesco Plc price fluctuation can be explain by its past prices.
| Correlation Coefficient | 0.4 | |
| Spearman Rank Test | 0.58 | |
| Residual Average | 0.0 | |
| Price Variance | 1.09 |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
| Competition |
Invesco Accumulated Other Comprehensive Income
Accumulated Other Comprehensive Income |
|
Based on the recorded statements, Invesco Plc reported net income of 752.4 M. This is 41.1% lower than that of the Capital Markets sector and 176.18% higher than that of the Financials industry. The net income for all United States stocks is 31.77% lower than that of the firm.
Invesco Net Income Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Invesco Plc's direct or indirect competition against its Net Income to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Invesco Plc could also be used in its relative valuation, which is a method of valuing Invesco Plc by comparing valuation metrics of similar companies.Invesco Plc is currently under evaluation in net income category among its peers.
Invesco Plc ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Invesco Plc's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Invesco Plc's managers, analysts, and investors.Environmental | Governance | Social |
Invesco Plc Institutional Holders
Institutional Holdings refers to the ownership stake in Invesco Plc that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Invesco Plc's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Invesco Plc's value.| Shares | Morgan Stanley - Brokerage Accounts | 2025-06-30 | 6.7 M | Northern Trust Corp | 2025-06-30 | 6.6 M | Ubs Group Ag | 2025-06-30 | 5.7 M | Balyasny Asset Management Llc | 2025-06-30 | 5.1 M | Fisher Asset Management, Llc | 2025-06-30 | 4.9 M | Charles Schwab Investment Management Inc | 2025-06-30 | 4.5 M | Citadel Advisors Llc | 2025-06-30 | 4.1 M | First Trust Advisors L.p. | 2025-06-30 | 3.4 M | Norges Bank | 2025-06-30 | 3.3 M | Massachusetts Mutual Life Insurance Co | 2025-06-30 | 81.3 M | Vanguard Group Inc | 2025-06-30 | 51.4 M |
Invesco Fundamentals
| Return On Equity | 0.069 | |||
| Return On Asset | 0.0244 | |||
| Profit Margin | 0.17 % | |||
| Operating Margin | 0.17 % | |||
| Current Valuation | 15.85 B | |||
| Shares Outstanding | 445.09 M | |||
| Shares Owned By Insiders | 0.65 % | |||
| Shares Owned By Institutions | 95.70 % | |||
| Number Of Shares Shorted | 12.93 M | |||
| Price To Earning | 9.58 X | |||
| Price To Book | 1.16 X | |||
| Price To Sales | 2.03 X | |||
| Revenue | 6.07 B | |||
| Gross Profit | 1.78 B | |||
| EBITDA | 1.24 B | |||
| Net Income | 752.4 M | |||
| Cash And Equivalents | 986.5 M | |||
| Cash Per Share | 2.30 X | |||
| Total Debt | 7.55 B | |||
| Debt To Equity | 0.09 % | |||
| Current Ratio | 5.65 X | |||
| Book Value Per Share | 24.70 X | |||
| Cash Flow From Operations | 1.19 B | |||
| Short Ratio | 2.41 X | |||
| Earnings Per Share | 1.47 X | |||
| Price To Earnings To Growth | 0.46 X | |||
| Target Price | 30.39 | |||
| Number Of Employees | 8.37 K | |||
| Beta | 1.63 | |||
| Market Capitalization | 12.77 B | |||
| Total Asset | 27.01 B | |||
| Retained Earnings | 6.99 B | |||
| Working Capital | 1.78 B | |||
| Current Asset | 3.91 B | |||
| Current Liabilities | 2.71 B | |||
| Annual Yield | 0.03 % | |||
| Five Year Return | 5.40 % | |||
| Net Asset | 27.01 B | |||
| Last Dividend Paid | 0.84 |
About Invesco Plc Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Invesco Plc's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Invesco Plc using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Invesco Plc based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.| HITI | High Tide | |
| HITI | High Tide | |
| BAC | Bank of America |
Additional Tools for Invesco Stock Analysis
When running Invesco Plc's price analysis, check to measure Invesco Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Plc is operating at the current time. Most of Invesco Plc's value examination focuses on studying past and present price action to predict the probability of Invesco Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Plc's price. Additionally, you may evaluate how the addition of Invesco Plc to your portfolios can decrease your overall portfolio volatility.