IVZ Stock Chart & Fundamental Analysis

Fundamentals Charts

About INVESCO LTD

Name

INVESCO LTD

CEO

Andrew Ryan Schlossberg

Website

www.invesco.com

Industry

Financial Services

Year Founded

1935

Employees

7,499

Invesco Ltd. is a New York Stock Exchange-listed investment manager in the financial services sector that runs mutual funds, exchange-traded funds, closed-end funds, unit trusts, and retirement-plan offerings for retail and institutional clients. In the asset management business, it generated $6.4 billion of revenue in FY2025.

Analyst Ratings

Consensus Recommendation

Buy5

Hold2

Sell0

Fundamentals & Financials

Revenue (TTM)

$6.5B

Net Income (TTM)

-$243.4M

EPS (TTM)

-$1.48

ROA (TTM)

-0.91%

Current Ratio

0.53

Dividend Yield

1.22%

TTM is calculated as the sum of the four most recently completed quarters. This is a standard approach when monthly or real-time data is not available.

Income Statement

Item	Q1 FY2026	Q4 FY2025	Q3 FY2025
Revenue	$1,744.5M	$1,692M	$1,640.4M
Cost of Sales	$601,400K	$559,100K	$1,079.9M
Gross Profit	$1,143.1M	$1,132.9M	$560,500K
Operating Income	$333,200K	-$1,458.1M	$270,900K
Net Income	$268,600K	-$1,061.1M	$345,700K
EPS	$0.51	-$2.63	$0.67

Balance Sheet

Financial Highlights

Dividends History

Split History

Earnings Calendar

Technical Indicators

INVESCO LTD's Technical Indicators Summary

IVZ displays consistent technical strength with the price above short, medium and long-term moving averages, positive MACD and CCI readings, and momentum measures that favor the upside. ADX is moderate, suggesting the trend has room to develop but is not yet strongly trending, while ATR shows modest volatility and the stock sits above the classical pivot. On-balance volume supports the move, providing volume confirmation to the price action. Technical takeaway: Strong Buy.

Buy

5 signals

Neutral

2 signals

Sell

0 signals

Overall: Bullish71% Bullish signals

Indicator	Value	Signal	Explanation
RSI (14)	61.41	Neutral	RSI (61.41) is neutral.
Stochastic %K (14, 3, 3)	67.93	Neutral	Stochastic (67.93) is neutral.
CCI (20)	103.04	Buy	CCI (103.04) > 100, indicating strong upward momentum.
WPR (14)	-13.09	Sell	Williams %R (-13.09) > -20, indicating overbought.
Momentum (10)	3.24	Buy	Momentum (3.24) is positive.
MFI	46.08	Neutral	MFI (46.08) is neutral.
MACD Level (12, 26)	0.16	Buy	Confirmed uptrend: MACD (0.16) is positive and above its signal line (-0.01).
Bollinger Bands	$25.30 - $29.98	Neutral	Price is within the bands.
ATR (14)	$1.00 (3.42%)	Neutral	Moderate Volatility (3.42%).
ADX (14)	18.38	Neutral	Weak or consolidating trend (ADX < 25). ADX(18.38), +DI(31.24), -DI(17.51)
OBV	221,469,157	Buy	Bullish volume pressure: OBV is above its 20-day SMA. OBV(221,469,157), 20D-SMA-OBV(219,677,387)
Classic Pivot Point	$28.20	Neutral	Price ($29.11) is above the pivot ($28.20) but not yet breaking resistance R1 ($29.11) — mildly bullish / neutral zone.
Fibonacci Pivot Point	$28.20	Buy	Price ($29.11) has broken above resistance R1 ($28.74) — bullish breakout potential.
Exponential Moving Averages	$25.37 - $27.71(5 indicators)	Buy	EMA group: 5/5 bullish, 0 bearish, 0 neutral. Price above key EMA averages.
Simple Moving Averages	$25.66 - $27.64(5 indicators)	Buy	SMA group: 5/5 bullish, 0 bearish, 0 neutral. Price above key SMA averages.

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Today's Snapshot

The day wrapped with IVZ preserving a mild 1.31% upside gap. End-of-day, the peer group was roughly unchanged (0.30%), limiting broader influence on IVZ. IVZ posts $2.47T in AUM in June with net inflows, underscoring continued asset growth.

Trading Volume

Below avg (4.5M)

3.2M

vs S&P 500 Today

Outperforming Market

+0.87%

52-Week Position

Near highs

93.7%

Updated: July 10, 2026 at 20:03 UTC