Invesco Plc Stock Performance
| IVZ Stock | USD 27.16 1.47 5.13% |
On a scale of 0 to 100, Invesco Plc holds a performance score of 10. The company retains a Market Volatility (i.e., Beta) of 1.87, 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.
Risk-Adjusted Performance
Fair
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Plc are ranked lower than 10 (%) of all global equities and portfolios over the last 90 days. In spite of fairly fragile basic indicators, Invesco Plc showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return (5.13) | Five Day Return (6.47) | Year To Date Return 0.82 | Ten Year Return (4.87) | All Time Return 1.5 K |
Forward Dividend Yield 0.0293 | Payout Ratio | Last Split Factor 25:10 | Forward Dividend Rate 0.84 | Dividend Date 2025-12-02 |
| Invesco Plc dividend paid on 2nd of December 2025 | 12/02/2025 |
1 | Disposition of 18800 shares by Andrew Schlossberg of Invesco Plc subject to Rule 16b-3 | 12/11/2025 |
2 | MGE Energy Sets New 52-Week Low Time to Sell | 01/07/2026 |
3 | Stock Market Today SP 500, Dow Jones Futures Decline AZZ, Northrop Grumman, Immuneering In Focus | 01/08/2026 |
4 | Invesco Dorsey Wright Technology Momentum ETF Short Interest Up 6,489.7 percent in December | 01/12/2026 |
5 | IVZs December AUM Rises on Inflows Despite Weak Markets, Stock Down | 01/14/2026 |
6 | The AI Pick-and-Shovel Trade Hiding in Plain Sight Stocks ETFs to Invest in Water | 01/16/2026 |
7 | Two New 0DTE ETFs Challenge The Current Leaders | 01/21/2026 |
8 | Invescos RAFI ETF Has One of The Best Charts Ive Seen This Year | 01/27/2026 |
| Begin Period Cash Flow | 1.9 B | |
| Total Cashflows From Investing Activities | 68.4 M |
Invesco Plc Relative Risk vs. Return Landscape
If you would invest 2,327 in Invesco Plc on October 30, 2025 and sell it today you would earn a total of 389.00 from holding Invesco Plc or generate 16.72% return on investment over 90 days. Invesco Plc is generating 0.2801% of daily returns assuming volatility of 2.1191% on return distribution over 90 days investment horizon. In other words, 19% of stocks are less volatile than Invesco, and above 95% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Plc Target Price Odds to finish over Current Price
The tendency of Invesco Stock price to converge on an average value over time is a known aspect in finance that investors have used since the beginning of the stock market for forecasting. However, many studies suggest that some traded equity instruments are consistently mispriced before traders' demand and supply correct the spread. One possible conclusion to this anomaly is that these stocks have additional risk, for which investors demand compensation in the form of extra returns.
| Current Price | Horizon | Target Price | Odds to move above the current price in 90 days |
| 27.16 | 90 days | 27.16 | about 24.0 |
Based on a normal probability distribution, the odds of Invesco Plc to move above the current price in 90 days from now is about 24.0 (This Invesco Plc probability density function shows the probability of Invesco Stock to fall within a particular range of prices over 90 days) .
Considering the 90-day investment horizon the stock has the beta coefficient of 1.87 . This usually indicates as the benchmark fluctuates upward, the company is expected to outperform it on average. However, if the benchmark returns are projected to be negative, Invesco Plc will likely underperform. Additionally Invesco Plc has an alpha of 0.1619, implying that it can generate a 0.16 percent excess return over Dow Jones Industrial after adjusting for the inherited market risk (beta). Invesco Plc Price Density |
| Price |
Predictive Modules for Invesco Plc
There are currently many different techniques concerning forecasting the market as a whole, as well as predicting future values of individual securities such as Invesco Plc. Regardless of method or technology, however, to accurately forecast the stock market is more a matter of luck rather than a particular technique. Nevertheless, trying to predict the stock market accurately is still an essential part of the overall investment decision process. Using different forecasting techniques and comparing the results might improve your chances of accuracy even though unexpected events may often change the market sentiment and impact your forecasting results.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 Risk Indicators
For the most part, the last 10-20 years have been a very volatile time for the stock market. Invesco Plc is not an exception. The market had few large corrections towards the Invesco Plc's value, including both sudden drops in prices as well as massive rallies. These swings have made and broken many portfolios. An investor can limit the violent swings in their portfolio by implementing a hedging strategy designed to limit downside losses. If you hold Invesco Plc, one way to have your portfolio be protected is to always look up for changing volatility and market elasticity of Invesco Plc within the framework of very fundamental risk indicators.α | Alpha over Dow Jones | 0.16 | |
β | Beta against Dow Jones | 1.87 | |
σ | Overall volatility | 2.18 | |
Ir | Information ratio | 0.11 |
Invesco Plc Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Invesco Plc for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Invesco Plc can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.| Over 96.0% of the company shares are owned by institutional investors | |
| On 2nd of December 2025 Invesco Plc paid $ 0.21 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: MetLife declares 0.5675 dividend |
Invesco Plc Price Density Drivers
Market volatility will typically increase when nervous long traders begin to feel the short-sellers pressure to drive the market lower. The future price of Invesco Stock often depends not only on the future outlook of the current and potential Invesco Plc's investors but also on the ongoing dynamics between investors with different trading styles. Because the market risk indicators may have small false signals, it is better to identify suitable times to hedge a portfolio using different long/short signals. Invesco Plc's indicators that are reflective of the short sentiment are summarized in the table below.
| Common Stock Shares Outstanding | 457.7 M | |
| Cash And Short Term Investments | 1.5 B |
Invesco Plc Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Plc, and Invesco Plc fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Stock performance.
| Return On Equity | 0.069 | ||||
| Return On Asset | 0.0244 | ||||
| Profit Margin | 0.17 % | ||||
| Operating Margin | 0.17 % | ||||
| Current Valuation | 21.81 B | ||||
| Shares Outstanding | 445.09 M | ||||
| Price To Earning | 9.58 X | ||||
| Price To Book | 0.99 X | ||||
| Price To Sales | 1.93 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 | ||||
| Earnings Per Share | (1.60) X | ||||
| Market Capitalization | 12.11 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 | ||||
About Invesco Plc Performance
Evaluating Invesco Plc's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Plc has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco Plc has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 13.83 | 10.54 | |
| Return On Tangible Assets | 0.07 | 0.09 | |
| Return On Capital Employed | 0.04 | 0.03 | |
| Return On Assets | 0.03 | 0.05 | |
| Return On Equity | 0.05 | 0.05 |
Things to note about Invesco Plc performance evaluation
Checking the ongoing alerts about Invesco Plc for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Over 96.0% of the company shares are owned by institutional investors | |
| On 2nd of December 2025 Invesco Plc paid $ 0.21 per share dividend to its current shareholders | |
| Latest headline from seekingalpha.com: MetLife declares 0.5675 dividend |
- Analyzing Invesco Plc's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Invesco Plc's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Plc's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Invesco Plc's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Plc's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Plc's stock. These opinions can provide insight into Invesco Plc's potential for growth and whether the stock is currently undervalued or overvalued.
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.