Stocktoria
Invesco Ltd. IVZ
Invesco Ltd. (IVZ) earns a Piotroski F-score of 3/9 (weak financial health). It pays a dividend yielding 3.25% (safety: n/a).
Quality score trend · recomputed for each fiscal year
Each year's score is computed from that year's filing — a rising Piotroski F or Altman Z″ means improving financial health, a fall is worth a look.
Analyst price target
Recent analyst actions
| Date | Firm | Rating |
|---|---|---|
| 2026-08-10 | Evercore ISI Group | In-Line (main) |
| 2026-07-29 | JP Morgan | Neutral (main) |
| 2026-07-29 | RBC Capital | Outperform (main) |
| 2026-07-29 | Barclays | Equal-Weight (main) |
| 2026-07-23 | RBC Capital | Outperform (main) |
| 2026-07-17 | Morgan Stanley | Equal-Weight (main) |
Wall Street analyst consensus — a sentiment gauge, not our scoring.
Forward estimates · earnings calendar →
Consensus analyst estimates and scheduled dates — forward-looking, may change.
How it ranks in Finance, Insurance & Real Estate · percentile among 1129 companies
Percentile vs other Finance, Insurance & Real Estate companies we cover — e.g. “stronger than 90%” means only 10% score higher on that measure.
Piotroski F breakdown · 3/9 tests passed
- Positive return on assets
- Positive operating cash flow
- Rising ROA
- Cash flow exceeds net income
- Lower long-term debt
- Rising current ratio
- No share dilution
- Rising gross margin
- Rising asset turnover
Sector peers · similar-size Finance, Insurance & Real Estate companies compare side by side →
| Ticker | Company | Piotroski F | Altman Z″ | P / E | Revenue growth |
|---|---|---|---|---|---|
| IVZ | Invesco Ltd. | 3/9 | — | — | +5.1% |
| ARES | Ares Management Corp | 4/9 | — | 45.9 | +44.2% |
| TROW | PRICE T ROWE GROUP INC | 3/9 | — | 11.3 | +3.1% |
| CG | Carlyle Group Inc. | 1/9 | — | 18.4 | -11.9% |
| TPG | TPG Inc. | 5/9 | — | 82.6 | +33.4% |
| BEN | FRANKLIN RESOURCES INC | 7/9 | — | 32.9 | +3.5% |
| EVR | Evercore Inc. | 5/9 | — | 22.4 | +29.5% |
All Finance, Insurance & Real Estate companies →
About Invesco Ltd.
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, commodity, fixed income, 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 prefers to invest between $5 million and $15 million in companies. 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 1935 and is based in Atlanta, Georgia with an additional office in Asia, Europe, Africa and North America.
FAQ
Is IVZ financially healthy?
Invesco Ltd.'s Piotroski F-score is 3/9 (8–9 is excellent, 0–3 weak).
Does IVZ pay a dividend, and is it safe?
Yes. Invesco Ltd. pays a dividend yielding about 3.25% with a None payout ratio, rated “n/a” for safety.
Is IVZ overvalued or undervalued?
Invesco Ltd. trades at about 26.7× trailing earnings — above its 10-year norm (10-year range 7.6×–18.2×, median 13.5×). Stocktoria reports the data, not buy/sell advice.
What is the analyst price target for IVZ?
The average Wall-Street price target for Invesco Ltd. is $32.96, about 4.5% above the recent price, from 12 analysts (consensus: buy).
Is IVZ a good stock to buy?
Stocktoria doesn't give buy or sell advice, but here is the data on Invesco Ltd.: a Piotroski F-score of 3/9, a dividend yield of 3.25%. Weigh these quality and valuation signals against your own goals.
Computed from company filings · US · as of 2025-12-31. Facts plus Stocktoria's own computed scores — not investment advice.