Invesco stock
IVZNYSEInvesco Ltd., Financial ServicesISIN BMG491BT1088
44Score 44 out of 100, Weak
Price and trend
67 / 100
Price history
+20% in one yearThe chart shows daily closes over 20 years, adjusted for stock splits and without dividends. Click into the chart to set a price alert at that price.
Above the 200-day line: the price is 2.4% above it.
Since August 2025 the 50-day line has been above the 200-day line; the trend has turned up.
Normal: the price is neither overheated nor sold off (RSI 49).
The price is 14% below its 52-week high. Largest decline in 20 years: 89% (October 2007 to May 2020).
Chart figures for advanced users
- SMA 50$29.83
- Average price of the last 50 trading days, shows the short-term trend.
- SMA 200$27.97
- Average price of the last 200 trading days, shows the long-term trend.
- RSI (14)49
- Relative strength over the last 14 days on a scale from 0 to 100. Above 70 the price counts as overheated, below 30 as sharply fallen.
- MACDabove the signal line
- Compares a fast and a slow price average. Above its signal line momentum is rising, below it momentum is fading.
- Support$22.44
- The lowest closing price of the last twelve months.
- Resistance$33.31
- The highest closing price of the last twelve months.
Snapshot
Computed from the data by fixed rules, no AI
- Invesco Ltd. belongs to the Asset Management industry (United States) and, with a market value of $12.58B, is number 35 of 131 companies in its industry on MEQIRI.
- In fiscal 2025 it reported revenue of $6.38B (up 5.1% year on year) and a loss of $726.3M.
- MEQIRI Score 44 out of 100 (Weak): rank 904 of 976 in Financial Services, median 68.
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- Our model puts fair value at $73.37, with the price 61% below it.
In plain words
The numbers on this page in plain words, written by an AI
Strengths
None of our strength checks applies.
Weaknesses
- Margin fallingOperating margin −10.9%, average of the prior years 15% (to 2024).Profitability 10
- Loss-makingLoss of $78.7M over the last 12 months.Fundamentals 43
- Turned to a lossEarnings per share from $1.14 in 2020 to −$1.61.Growth 24
Its standout strength is valuation, while growth and profitability hold the score back.
Daily figure as of 12 Nov 2026
How the score is calculatedScore overview
Fundamental quality fluctuates.
Score history
The full history of up to 20 years comes with MEQIRI Pro.
See plansCrash risk medium
How well MEQIRI warnsIn the middle among smaller stocks.
From 2016 to 2025, 20 in 100 such stocks fell 30% or more within a year, against a group average of 23 in 100.
What drives the risk
- weak fundamentals
What lowers it
- low growth grade (crashed less often in the backtest)
Valuation
Valuation signal
Possible value trapIn our model the price counts as cheap below $56.44 and expensive above $104.82 (uncertainty medium, based on the price swings of the past year).
Calculated with a cost of equity of 8.8%. At 9.8% the fair value would be $61.01, at 7.8% it would be $91.94.
Possible value trap: looks cheap, but score below 50, weak growth.
Valuation metrics
From the cash-flow model alone; without earnings there is no industry value.
Calculate with your own assumptionsCompany performance
This shows several years of history with an automatic assessment.
Revenue
In the twelve months to 30 Sep 2026, revenue rose 13.7% on the twelve months before. Revenue has grown solidly since 2006, at about 4% per year.
Margins
- Operating margin
- Net margin
In fiscal 2025: operating −11%, net −11%. Banks and insurers have no gross margin, and their net margin is not comparable with other industries. The score leaves both out. Last 12 months: net −1%.
Debt & balance sheet
latest quarterFor banks and insurers, deposits and liabilities are the business. Debt to equity and the current ratio say little here, and the score does not rate them.
Earnings
- Next earnings
- 26 Jan 2027in 75 days
- Last reported
- 27 Oct 2026EPS reported $0.72 (expected $0.74)below expectations
Analyst estimates
Earnings estimates have barely changed since 15 Oct 2026.
- Earnings per share
- $2.79−0.7%
- Revenue
- $5.37B−0.7%
- Earnings per share
- $3.31+1.3%
- Revenue
- $5.76B−1.5%
MEQIRI has stored the estimates since 15 Oct 2026. Until 30 days are available, the card shows the change since that day. Mean estimate according to Financial Modeling Prep. No price target and no recommendation.
Company outlook confirmed
Share price after the results: +0.5%Invesco only confirmed operational details such as costs, tax rate and the EPS boost from the preferred stock buyback starting in 2027, without changing its revenue or earnings outlook.
“Taking into account the aggregate $3 billion in preferred stock repurchases to date, we expect EPS accretion of $0.17 in 2027, reaching a run rate of $0.41 once the associated term loans are fully repaid.”The outlook is not part of the score and not a recommendation to buy or sell.
From the earnings call on 27 Oct 2026 (fiscal Q3 2026), read by AI.
Insiders
Open-market purchases and sales by executives, board members and major holders
No open-market purchases in the last 6 months. 4 insiders sold, $7.23M in total.
Sales say less than purchases: many insiders sell on a fixed plan, for taxes or to diversify.
Source: Form 4 filings with the US Securities and Exchange Commission. Grants, option exercises, gifts and tax withholdings are hidden. Not a recommendation to buy.
What happened at Invesco
The key events of the last six months from our own data. A click takes you to the matching card.
Sector comparison
976 rated companies in Financial Services
- This company
- 44
- Sector median
- 68
Categories against the sector median
The median is the middle value: half of the companies in the sector lie above it, half below. Categories with too few comparable companies are left out.
Competitors in Asset Management
The next larger and next smaller companies by market value
- IGM FinancialIGM.TO $14B78
- Guosen Securities002736.SZ $13.66B53
- Bajaj Holdings & InvestmentBAJAJHLDNG.NS $13.47B69
- SEI InvestmentsSEIC $13.07B85
- HDFC Asset ManagementHDFCAMC.NS $12.43B74
- SofinaSOF.BR $10.64B68
- Groupe Bruxelles LambertGBLB.BR $10.56B42
- Affiliated Managers GroupAMG $10.39B89
ETFs that hold Invesco
Held by 14 ETFs on Xetra. Shown per index: the ETF with the largest weight.
| ETF | Weight | Cost | Fund size |
|---|---|---|---|
| iShares Dow Jones U.S. Select Dividend UCITS ETF (DE)EXX5 | 1.07% | 0.31% | €415.03M |
| iShares MSCI USA Small Cap CTB Enhanced ESG UCITS ETFSXRG | 0.25% | 0.43% | €2.48B |
| iShares MSCI World Small Cap CTB Enhanced ESG UCITS ETFCBUG | 0.23% | 0.35% | €434.1M |
Show 5 more
| iShares S&P 500 Financials Sector UCITS ETFQDVH | 0.14% | 0.15% | €2.17B |
| iShares MSCI World Small Cap UCITS ETFIUSN | 0.09% | 0.35% | €8.19B |
| iShares S&P 500 Scored and Screened UCITS ETFCBUM | 0.04% | 0.10% | €329.49M |
| Amundi S&P 500 Screened UCITS ETF AccF500 | 0.03% | 0.12% | €5.8B |
| Vanguard S&P 500 UCITS ETF (USD) AccumulatingVUAA | 0.02% | 0.07% | €80.09B |
Holdings as reported by the funds via FMP, excluding swap ETFs (their holdings are only collateral).
Data status and sources
- Score
- Daily value of 12 Nov 2026, recalculated nightly
- Price
- Closing price of 11 Nov 2026
- Latest annual report
- Fiscal year 2025, period end 31 Dec 2025
- Source
- Financial statements, ratios and prices from Financial Modeling Prep (FMP), based on the company's reports. MEQIRI calculates the score and fair value from them.
Mandatory disclosures for this rating
- ; time horizon around 12 months
- Rated Weak, published since 7 Nov 2026 (in the score history since 27 Feb 2026)
- Valuation signal Fairly valued since 7 Nov 2026
- End-of-day prices, metrics cached for up to 24 hours
- Score and fair value are estimates from a disclosed model. They are not facts and not a price target.
- Produced by SSM Ventures UG (haftungsbeschränkt), responsible person Sven Brostmeyer, Managing Director, automatically according to the disclosed model.
- Not investment advice. Losses up to and including a total loss are possible. Personal circumstances are not considered.