Invesco Plc Stock Performance
| IVZ Stock | USD 20.20 0.28 1.41% |
On a scale of 0 to 100, Invesco Plc holds a performance score of 21. The company retains a Market Volatility (i.e., Beta) of 1.56, which attests to a somewhat significant risk relative to the market. As the market goes up, the company is expected to outperform it. However, if the market returns are negative, Invesco Plc will likely underperform. Please check Invesco Plc's total risk alpha, downside variance, as well as the relationship between the Downside Variance and daily balance of power , to make a quick decision on whether Invesco Plc's current trending patterns will revert.
Risk-Adjusted Performance
Solid
Weak | Strong |
Compared to the overall equity markets, risk-adjusted returns on investments in Invesco Plc are ranked lower than 21 (%) of all global equities and portfolios over the last 90 days. In spite of fairly unfluctuating basic indicators, Invesco Plc showed solid returns over the last few months and may actually be approaching a breakup point. ...more
Actual Historical Performance (%)
One Day Return 15.28 | Five Day Return 18.08 | Year To Date Return 12.86 | Ten Year Return (48.15) | All Time Return 1.1 K |
Forward Dividend Yield 0.0533 | Payout Ratio | Last Split Factor 25:10 | Forward Dividend Rate 0.84 | Dividend Date 2025-06-03 |
1 | Carlyle Q1 Earnings Top Estimates, Revenues AUM Increase YY | 05/09/2025 |
2 | Legacy Wealth Management LLC MS Increases Stock Position in Invesco SP 500 Equal Weight ETF | 05/29/2025 |
| Invesco Plc dividend paid on 3rd of June 2025 | 06/03/2025 |
3 | Trump Slams Powell Again, Yet Markets Breathe As Iran Rejects Presidents Demands | 06/18/2025 |
4 | Pay Attention To Trump-Musk Feud, Worst Start To Dollar Since 1973 - Stock Market Bulls Celebrate | 07/01/2025 |
5 | Trek Financial LLC Decreases Stock Position in Sprouts Farmers Market, Inc. | 07/08/2025 |
6 | Invesco Mortgage Capital Sees Raised Price Target by UBS IVR Stock News | 07/10/2025 |
7 | IVZ vs. BEN Which Stock Should Value Investors Buy Now | 07/14/2025 |
8 | Invesco QQQ Shares Bought by Wealthgarden F.S. LLC | 07/16/2025 |
| Begin Period Cash Flow | 1.9 B | |
| Total Cashflows From Investing Activities | 68.4 M |
Invesco Plc Relative Risk vs. Return Landscape
If you would invest 1,331 in Invesco Plc on April 22, 2025 and sell it today you would earn a total of 685.00 from holding Invesco Plc or generate 51.47% return on investment over 90 days. Invesco Plc is generating 0.6907% of daily returns assuming volatility of 2.5159% on return distribution over 90 days investment horizon. In other words, 22% of stocks are less volatile than Invesco, and above 87% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
Invesco Plc Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Invesco Plc's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Invesco Plc, and traders can use it to determine the average amount a Invesco Plc's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.2745
| Best Portfolio | Best Equity | |||
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| Small Returns | IVZ | |||
| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Estimated Market Risk
| 2.52 actual daily | 22 78% of assets are more volatile |
Expected Return
| 0.69 actual daily | 13 87% of assets have higher returns |
Risk-Adjusted Return
| 0.27 actual daily | 21 79% of assets perform better |
Based on monthly moving average Invesco Plc is performing at about 21% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Invesco Plc by adding it to a well-diversified portfolio.
Invesco Plc Fundamentals Growth
Invesco Stock prices reflect investors' perceptions of the future prospects and financial health of Invesco Plc, and Invesco Plc fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Invesco Stock performance.
| Return On Equity | 0.0509 | ||||
| Return On Asset | 0.0244 | ||||
| Profit Margin | 0.13 % | ||||
| Operating Margin | 0.18 % | ||||
| Current Valuation | 12.02 B | ||||
| Shares Outstanding | 447.56 M | ||||
| Price To Earning | 9.58 X | ||||
| Price To Book | 0.83 X | ||||
| Price To Sales | 1.46 X | ||||
| Revenue | 6.07 B | ||||
| Gross Profit | 1.76 B | ||||
| EBITDA | 1.24 B | ||||
| Net Income | 752.4 M | ||||
| Cash And Equivalents | 986.5 M | ||||
| Cash Per Share | 2.30 X | ||||
| Total Debt | 7.55 B | ||||
| Debt To Equity | 0.09 % | ||||
| Current Ratio | 5.65 X | ||||
| Book Value Per Share | 23.88 X | ||||
| Cash Flow From Operations | 1.19 B | ||||
| Earnings Per Share | 1.25 X | ||||
| Market Capitalization | 8.92 B | ||||
| Total Asset | 27.01 B | ||||
| Retained Earnings | 6.99 B | ||||
| Working Capital | 1.78 B | ||||
| Current Asset | 3.91 B | ||||
| Current Liabilities | 2.71 B | ||||
About Invesco Plc Performance
Evaluating Invesco Plc's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Invesco Plc has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Invesco Plc has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 15.93 | 15.14 | |
| Return On Tangible Assets | 0.06 | 0.09 | |
| Return On Capital Employed | 0.03 | 0.03 | |
| Return On Assets | 0.03 | 0.05 | |
| Return On Equity | 0.05 | 0.06 |
Things to note about Invesco Plc performance evaluation
Checking the ongoing alerts about Invesco Plc for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Invesco Plc help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Invesco Plc is unlikely to experience financial distress in the next 2 years | |
| Invesco Plc has a strong financial position based on the latest SEC filings | |
| Over 94.0% of the company shares are owned by institutional investors | |
| On 3rd of June 2025 Invesco Plc paid $ 0.21 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Invesco QQQ Shares Bought by Wealthgarden F.S. LLC |
- Analyzing Invesco Plc's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Invesco Plc's stock is overvalued or undervalued compared to its peers.
- Examining Invesco Plc's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Invesco Plc's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Invesco Plc's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Invesco Plc's stock. These opinions can provide insight into Invesco Plc's potential for growth and whether the stock is currently undervalued or overvalued.
Additional Tools for Invesco Stock Analysis
When running Invesco Plc's price analysis, check to measure Invesco Plc's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Invesco Plc is operating at the current time. Most of Invesco Plc's value examination focuses on studying past and present price action to predict the probability of Invesco Plc's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Invesco Plc's price. Additionally, you may evaluate how the addition of Invesco Plc to your portfolios can decrease your overall portfolio volatility.