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Invesco Ltd is an asset management business based in the US. Invesco shares (IVZ) are listed on the NYSE and all prices are listed in US Dollars. Invesco employs 8,750 staff and has a trailing 12-month revenue of around USD$6.3 billion.
|Latest market close||USD$17.45|
|52-week range||USD$6.2226 - USD$18.2|
|50-day moving average||USD$16.7712|
|200-day moving average||USD$12.6255|
|Wall St. target price||USD$15.9|
|Dividend yield||USD$0.62 (3.52%)|
|Earnings per share (TTM)||USD$1.065|
The value of any investment can go up or down depending on news, trends and market conditions. We are not investment advisers, so do your own due diligence to understand the risks before you invest.
The technical analysis gauge below displays real-time ratings for the timeframes you select. This is not a recommendation, however. It represents a technical analysis based on the most popular technical indicators: Moving Averages, Oscillators and Pivots. Finder might not concur and takes no responsibility.
This chart is not advice or a guarantee of success. Rather, it gauges the real-time recommendations of three popular technical indicators: moving averages, oscillators and pivots. Finder is not responsible for how your stock performs.
|1 week (2021-01-07)||-4.80%|
|1 month (2020-12-17)||-0.17%|
|3 months (2020-10-15)||22.46%|
|6 months (2020-07-15)||59.65%|
|1 year (2020-01-15)||-3.06%|
|2 years (2019-01-15)||-1.97%|
|3 years (2018-01-13)||N/A|
|5 years (2016-01-15)||28.76|
Valuing Invesco stock is incredibly difficult, and any metric has to be viewed as part of a bigger picture of Invesco's overall performance. However, analysts commonly use some key metrics to help gauge the value of a stock.
Invesco's current share price divided by its per-share earnings (EPS) over a 12-month period gives a "trailing price/earnings ratio" of roughly 17x. In other words, Invesco shares trade at around 17x recent earnings.
That's relatively low compared to, say, the trailing 12-month P/E ratio for the NASDAQ 100 at the end of 2019 (27.29). The low P/E ratio could mean that investors are pessimistic about the outlook for the shares or simply that they're under-valued.
Invesco's "price/earnings-to-growth ratio" can be calculated by dividing its P/E ratio by its growth – to give 0.98. A low ratio can be interpreted as meaning the shares offer better value, while a higher ratio can be interpreted as meaning the shares offer worse value.
The PEG ratio provides a broader view than just the P/E ratio, as it gives more insight into Invesco's future profitability. By accounting for growth, it could also help you if you're comparing the share prices of multiple high-growth companies.
Invesco's EBITDA (earnings before interest, taxes, depreciation and amortisation) is USD$1.6 billion.
The EBITDA is a measure of a Invesco's overall financial performance and is widely used to measure a its profitability.
|Revenue TTM||USD$6.3 billion|
|Operating margin TTM||22.08%|
|Gross profit TTM||USD$2 billion|
|Return on assets TTM||2.34%|
|Return on equity TTM||4.97%|
|Market capitalisation||USD$8.1 billion|
TTM: trailing 12 months
There are currently 30.9 million Invesco shares held short by investors – that's known as Invesco's "short interest". This figure is 5.4% up from 29.4 million last month.
There are a few different ways that this level of interest in shorting Invesco shares can be evaluated.
Invesco's "short interest ratio" (SIR) is the quantity of Invesco shares currently shorted divided by the average quantity of Invesco shares traded daily (recently around 5.7 million). Invesco's SIR currently stands at 5.42. In other words for every 100,000 Invesco shares traded daily on the market, roughly 5420 shares are currently held short.
However Invesco's short interest can also be evaluated against the total number of Invesco shares, or, against the total number of tradable Invesco shares (the shares that aren't held by "insiders" or major long-term shareholders – also known as the "float"). In this case Invesco's short interest could be expressed as 0.07% of the outstanding shares (for every 100,000 Invesco shares in existence, roughly 70 shares are currently held short) or 0.0825% of the tradable shares (for every 100,000 tradable Invesco shares, roughly 83 shares are currently held short).
A SIR below 10% would generally be considered to indicate a fairly optimistic outlook for the share price, with fewer people currently willing to bet against Invesco.
Find out more about how you can short Invesco stock.
Environmental, social and governance (known as ESG) criteria are a set of three factors used to measure the sustainability and social impact of companies like Invesco.
When it comes to ESG scores, lower is better, and lower scores are generally associated with lower risk for would-be investors.
Total ESG risk: 30.23
Socially conscious investors use ESG scores to screen how an investment aligns with their worldview, and Invesco's overall score of 30.23 (as at 01/01/2019) is nothing to write home about – landing it in it in the 46th percentile of companies rated in the same sector.
ESG scores are increasingly used to estimate the level of risk a company like Invesco is exposed to within the areas of "environmental" (carbon footprint, resource use etc.), "social" (health and safety, human rights etc.), and "governance" (anti-corruption, tax transparency etc.).
Environmental score: 7.01/100
Invesco's environmental score of 7.01 puts it squarely in the 6th percentile of companies rated in the same sector. This could suggest that Invesco is a leader in its sector terms of its environmental impact, and exposed to a lower level of risk.
Social score: 17.33/100
Invesco's social score of 17.33 puts it squarely in the 6th percentile of companies rated in the same sector. This could suggest that Invesco is a leader in its sector when it comes to taking good care of its workforce and the communities it impacts.
Governance score: 15.4/100
Invesco's governance score puts it squarely in the 6th percentile of companies rated in the same sector. That could suggest that Invesco is a leader in its sector when it comes to responsible management and strategy, and exposed to a lower level of risk.
Controversy score: 1/5
ESG scores also evaluate any incidences of controversy that a company has been involved in. Invesco scored a 1 out of 5 for controversy – the highest score possible, reflecting that Invesco has managed to keep its nose clean.
|Total ESG score||30.23|
|Total ESG percentile||46.12|
|Environmental score percentile||6|
|Social score percentile||6|
|Governance score percentile||6|
|Level of controversy||1|
Dividend payout ratio: 41.67% of net profits
Recently Invesco has paid out, on average, around 41.67% of net profits as dividends. That has enabled analysts to estimate a "forward annual dividend yield" of 3.52% of the current stock value. This means that over a year, based on recent payouts (which are sadly no guarantee of future payouts), Invesco shareholders could enjoy a 3.52% return on their shares, in the form of dividend payments. In Invesco's case, that would currently equate to about $0.62 per share.
While Invesco's payout ratio might seem fairly standard, it's worth remembering that Invesco may be investing much of the rest of its net profits in future growth.
Invesco's most recent dividend payout was on 2 December 2020. The latest dividend was paid out to all shareholders who bought their shares by 10 November 2020 (the "ex-dividend date").
Invesco's shares were split on a 25:10 basis on 8 November 2000. So if you had owned 10 shares the day before before the split, the next day you'd have owned 25 shares. This wouldn't directly have changed the overall worth of your Invesco shares – just the quantity. However, indirectly, the new 60% lower share price could have impacted the market appetite for Invesco shares which in turn could have impacted Invesco's share price.
Over the last 12 months, Invesco's shares have ranged in value from as little as $6.2226 up to $18.2. A popular way to gauge a stock's volatility is its "beta".
Beta is a measure of a share's volatility in relation to the market. The market (NYSE average) beta is 1, while Invesco's is 1.3612. This would suggest that Invesco's shares are more volatile than the average for this exchange and represent, relatively-speaking, a higher risk (but potentially also market-beating returns).
Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios. The firm also launches equity, fixed income, commodity, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in December 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
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