Invesco (NYSE:IVZ) Bolsa

Invesco

Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients. At the end of October 2024, the firm had $1.792 trillion in assets under management spread among its equity (58% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (10%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's us retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).

Invesco Ltd

JP Morgan analyst Kenneth Worthington maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and lowers the price target from $19 to $16.

News

Price Target

Analyst Ratings

JP Morgan Maintains Neutral on Invesco, Lowers Price Target to $16

Barclays analyst Benjamin Budish maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Equal-Weight and lowers the price target from $20 to $13.

Barclays Maintains Equal-Weight on Invesco, Lowers Price Target to $13

Goldman Sachs analyst Alexander Blostein maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and lowers the price target from $17 to $15.

Goldman Sachs Maintains Neutral on Invesco, Lowers Price Target to $15

Evercore ISI Group analyst Glenn Schorr maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a In-Line and lowers the price target from $18 to $13.

Evercore ISI Group Maintains In-Line on Invesco, Lowers Price Target to $13

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TD Cowen analyst Bill Katz downgrades Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) from Buy to Hold and lowers the price target from $22 to $13.

Downgrades

TD Cowen Downgrades Invesco to Hold, Lowers Price Target to $13

Wells Fargo analyst Michael Brown maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Underweight and lowers the price target from $19.5 to $14.5.

Wells Fargo Maintains Underweight on Invesco, Lowers Price Target to $14.5

Goldman Sachs analyst Alexander Blostein maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and lowers the price target from $18.5 to $17.

Goldman Sachs Maintains Neutral on Invesco, Lowers Price Target to $17

Invesco shares are trading lower after B of A Securities cut its price target on the stock from $19 to $18.

B of A Securities analyst Michael Carrier maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and lowers the price target from $19 to $18.

B of A Securities Maintains Neutral on Invesco, Lowers Price Target to $18

In the last three months, 13 analysts have published ratings on Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>), offering a diverse range of perspectives from bullish to bearish.
In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">10</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">2</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">7</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $19.4, a high estimate of $22.00, and a low estimate of $16.00. Marking an increase of 4.75%, the current average surpasses the previous average price target of $18.52. 
<img src="https://www.benzinga.com/files/images/story/2025/1743451258_0.png" alt="price target chart" />
<h2>Understanding Analyst Ratings: A Comprehensive Breakdown</h2>
The analysis of recent analyst actions sheds light on the perception of Invesco by financial experts. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Christopher Allen</td>
<td>Citigroup</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$16.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Michael Cyprys</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$19.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Brennan Hawken</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$21.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Etienne Ricard</td>
<td>BMO Capital</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$21.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Alexander Blostein</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$20.75</td>
<td>$19.00</td>
</tr>
<tr>
<td>Aidan Hall</td>
<td>Keefe, Bruyette &amp; Woods</td>
<td>Raises</td>
<td>Market Perform</td>
<td>$20.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Underweight</td>
<td>$19.50</td>
<td>$17.00</td>
</tr>
<tr>
<td>Stephen Biggar</td>
<td>Argus Research</td>
<td>Raises</td>
<td>Buy</td>
<td>$22.00</td>
<td>$20.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$20.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Kenneth Lee</td>
<td>RBC Capital</td>
<td>Maintains</td>
<td>Sector Perform</td>
<td>$19.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Lowers</td>
<td>Equal-Weight</td>
<td>$18.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Lowers</td>
<td>Underweight</td>
<td>$17.00</td>
<td>$17.50</td>
</tr>
<tr>
<td>Alexander Blostein</td>
<td>Goldman Sachs</td>
<td>Lowers</td>
<td>Neutral</td>
<td>$19.00</td>
<td>$19.25</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Invesco. This insight gives a snapshot of analysts' perspectives on the current state of the company.</li>
<li>Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Invesco compared to the broader market.</li>
<li>Price Targets: Analysts gauge the dynamics of price targets, providing estimates for the future value of Invesco's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Invesco's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/IVZ/analyst-ratings?adType=benzinga-insights&amp;ad=analyst-ratings&amp;campaign=wallstreetadvantage">Stay up to date on Invesco analyst ratings.</a>
<h2>About Invesco</h2>
Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients. At the end of October 2024, the firm had $1.792 trillion in assets under management spread among its equity (58% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (10%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's us retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).
<h3>Key Indicators: Invesco's Financial Health</h3>
Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.
Revenue Growth: Invesco's revenue growth over a period of 3 months has been noteworthy. As of 31 December, 2024, the company achieved a revenue growth rate of approximately 12.71%. This indicates a substantial increase in the company's top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Financials sector.
Net Margin: Invesco's net margin falls below industry averages, indicating challenges in achieving strong profitability. With a net margin of 13.14%, the company may face hurdles in effective cost management.
Return on Equity (ROE): The company's ROE is below industry benchmarks, signaling potential difficulties in efficiently using equity capital. With an ROE of 1.97%, the company may need to address challenges in generating satisfactory returns for shareholders.
Return on Assets (ROA): Invesco's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.77%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Invesco's debt-to-equity ratio is below the industry average at 0.72, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Understanding the Relevance of Analyst Ratings</h2>
Analysts are specialists within banking and financial systems that typically report for specific stocks or within defined sectors. These people research company financial statements, sit in conference calls and meetings, and speak with relevant insiders to determine what are known as analyst ratings for stocks. Typically, analysts will rate each stock once a quarter. 
Analysts may enhance their evaluations by incorporating forecasts for metrics like growth estimates, earnings, and revenue, delivering additional guidance to investors. It is vital to acknowledge that, although experts in stocks and sectors, analysts are human and express their opinions when providing insights.
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Demystifying Invesco: Insights From 13 Analyst Reviews

Citigroup analyst Christopher Allen maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and lowers the price target from $20 to $16.

Citigroup Maintains Neutral on Invesco, Lowers Price Target to $16

Offerings

Invesco Files For $700M Mixed Shelf Offering

UBS analyst Brennan Hawken maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and raises the price target from $17 to $21.

UBS Maintains Neutral on Invesco, Raises Price Target to $21

BMO Capital analyst Etienne Ricard maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Market Perform and raises the price target from $19 to $21.

BMO Capital Maintains Market Perform on Invesco, Raises Price Target to $21

Goldman Sachs analyst Alexander Blostein maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and raises the price target from $19 to $20.75.

Goldman Sachs Maintains Neutral on Invesco, Raises Price Target to $20.75

Keefe, Bruyette &amp; Woods analyst Aidan Hall reiterates Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Market Perform and raises the price target from $18 to $20.

Reiteration

Keefe, Bruyette & Woods Reiterates Market Perform on Invesco, Raises Price Target to $20

Wells Fargo analyst Michael Brown maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Underweight and raises the price target from $17 to $19.5.

Wells Fargo Maintains Underweight on Invesco, Raises Price Target to $19.5

Argus Research analyst Stephen Biggar maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Buy and raises the price target from $20 to $22.

Argus Research Maintains Buy on Invesco, Raises Price Target to $22

Press Releases

Invesco Launches Invesco QQQ 15 Index

Mutual Funds

Markets

Invesco Wins 16 LSEG Lipper Awards for Outstanding Risk-Adjusted Returns across its Active Investments Platform

Dividends

Invesco Advisers, Inc. Announces Termination of Managed Distribution Plans for Invesco High Income Trust II and Invesco Senior Income Trust

Securityholders approve changes to Invesco Canada funds

Invesco Canada announces cash distributions for its ETFs

Invesco Closed-End Funds Announce Unchanged Distribution Rates for Invesco Senior Income Trust (NYSE: VVR) and Invesco High Income Trust II (NYSE: VLT) and Declare Dividends

Real Estate

Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend

Invesco Ltd. To Announce First Quarter 2025 Results

Invesco Canada Expands its Equal Weighted ETF Suite with the Launch of Invesco S&P/TSX 60 Equal Weight Index ETF (EQLT)

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