Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
- Analyst Ratings
Upturn AI SWOT - About
IVZ 
Invesco Plc (IVZ)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
03/27/2025: IVZ (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
AI Based Fundamental Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Analysis of Past Performance
Type Stock | Historic Profit -21.67% | Avg. Invested days 44 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.80B USD | Price to earnings Ratio 12.87 | 1Y Target Price 19 |
Price to earnings Ratio 12.87 | 1Y Target Price 19 | ||
Volume (30-day avg) 5184423 | Beta 1.4 | 52 Weeks Range 13.49 - 19.33 | Updated Date 04/1/2025 |
52 Weeks Range 13.49 - 19.33 | Updated Date 04/1/2025 | ||
Dividends yield (FY) 5.41% | Basic EPS (TTM) 1.18 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 12.77% | Operating Margin (TTM) 19.72% |
Management Effectiveness
Return on Assets (TTM) 2.31% | Return on Equity (TTM) 4.76% |
Valuation
Trailing PE 12.87 | Forward PE 8.21 | Enterprise Value 16863534657 | Price to Sales(TTM) 1.12 |
Enterprise Value 16863534657 | Price to Sales(TTM) 1.12 | ||
Enterprise Value to Revenue 2.78 | Enterprise Value to EBITDA 13.57 | Shares Outstanding 447836000 | Shares Floating 334994138 |
Shares Outstanding 447836000 | Shares Floating 334994138 | ||
Percent Insiders 0.69 | Percent Institutions 93.35 |
Analyst Ratings
Rating 3.12 | Target Price 18.98 | Buy - | Strong Buy 2 |
Buy - | Strong Buy 2 | ||
Hold 14 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Invesco Plc
Company Overview
History and Background
Invesco was founded in 1935 as Citizens & Southern Investment Company. It evolved through mergers and acquisitions, becoming Invesco Plc in 2007.
Core Business Areas
- Investments: Offers a range of investment strategies across various asset classes, including equities, fixed income, and alternatives.
- Wealth Management: Provides wealth management services to individuals and institutions.
- Exchange-Traded Funds (ETFs): Manages a suite of ETFs under the Invesco brand, known for products like the QQQ.
Leadership and Structure
Andrew Schlossberg serves as President and CEO. The company operates with a global organizational structure.
Top Products and Market Share
Key Offerings
- QQQ (Invesco QQQ Trust): One of the most popular ETFs tracking the Nasdaq-100. Competitors include SPY (State Street) and IVV (BlackRock). Market share in QQQ related volume is substantial among Nasdaq-100 tracking ETFs.
- Invesco S&P 500 Equal Weight ETF (RSP): Offers equal weighting in the S&P 500 index. Competitors include IVV (BlackRock) and SPY (State Street).
- Market Share (%): Relatively smaller compared to market-cap weighted ETFs but a market leader in equal weighted index ETFs.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, influenced by market performance, regulatory changes, and technological advancements.
Positioning
Invesco is a global asset manager with a strong presence in ETFs and institutional investments. Its competitive advantage lies in its diverse product offerings and global reach.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Invesco's TAM is the total value of assets under management available within this global context, and the company is positioned to capture a share through its wide variety of products.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Diverse product offerings
- Strong ETF presence
- Experienced investment professionals
Weaknesses
- Dependence on market performance
- Integration challenges from acquisitions
- Higher expense ratios compared to some competitors
- Fluctuations in Assets Under Management (AUM)
Opportunities
- Growing demand for ETFs
- Expansion into emerging markets
- Increasing adoption of alternative investments
- Technological innovation in asset management
Threats
- Increased competition from passive investment strategies
- Regulatory changes
- Economic downturns
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BLK
- JPM
- GS
- MS
- TROW
Competitive Landscape
Invesco faces intense competition from larger asset managers like BlackRock and JPMorgan Chase, each with substantial market share. It seeks to differentiate itself through specialized products and client service.
Major Acquisitions
OppenheimerFunds
- Year: 2018
- Acquisition Price (USD millions): 5700
- Strategic Rationale: Expanded Invesco's product offerings and global reach, particularly in the retail investment space.
Growth Trajectory and Initiatives
Historical Growth: Requires financial data and analysis of Invesco's past performance. Examples only.
Future Projections: Requires analyst estimates for Invesco's future growth. Examples only.
Recent Initiatives: Expansion into alternative assets and digital asset management platforms
Summary
Invesco is a global asset manager with a solid ETF business, exemplified by QQQ. While it faces stiff competition and is susceptible to market volatility, its diverse product range and global presence position it for potential growth. Expense ratios need to be watched to remain competitive and acquisitions need to be integrated carefully.
Similar Companies
AMP
Ameriprise Financial Inc
AMP
Ameriprise Financial Inc
APAM
Artisan Partners Asset Management Inc
APAM
Artisan Partners Asset Management Inc
BLK
BlackRock Inc
BLK
BlackRock Inc
GS
Goldman Sachs Group Inc
GS
Goldman Sachs Group Inc
JPM
JPMorgan Chase & Co
JPM
JPMorgan Chase & Co
MS
Morgan Stanley
MS
Morgan Stanley
TROW
T. Rowe Price Group Inc
TROW
T. Rowe Price Group Inc
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Reports
- Market Research Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Plc
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1995-08-24 | President, CEO & Director Mr. Andrew Ryan Schlossberg | ||
Sector Financial Services | Industry Asset Management | Full time employees 8508 | Website https://www.invesco.com |
Full time employees 8508 | Website https://www.invesco.com | ||
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 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
Upturn is now on iOS and Android!
Experience Upturn on your mobile. Install it now!
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.