Invesco Plc (IVZ) fair value: what the stock is really worth
As of Nov 5, 2026: fair value (intrinsic value) of Invesco Plc stock $23.31, price $27.08, that is 13.9% below the price, quality 61 out of 100. Rating: overvalued. Calculated from audited financials with 2 of our 26 valuation models and 37 quality factors, updated daily.
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Invesco Plc
IVZ · USOur calculation puts a fair price 14% below what the stock costs today.
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Price vs Fair Value
White line = price, green steps = our fair value per fiscal year. As of Nov 5, 2026.
How to read this chart
60‑month range $11.05 – $33.31 · fair‑value band $12.18 – $36.96 · the $27.08 price screens above the $23.31 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 5, 2026.
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Company profile
Invesco Ltd. is a publicly owned investment manager.
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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.
Stock analysis
Invesco Plc (IVZ) currently trades at $27.08, while our model-based Fair Value estimate is $23.31, 14% below the price, so the stock looks overvalued today.
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Valuation
How firm this estimate is: it rests on 2 models at a data quality of 92/100, which puts the data coverage at medium.
Scenario range: $12.18 (bear) to $36.96 (bull), the price of $27.08 sits inside it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.
Quality & growth
The Quality Score stands at 61/100 (solid quality), in the Financial Services sector.
Weak Growth: Growth has flattened: the last year, three and five years all grew more slowly than the long-term average.
Invesco Plc reported revenue of $6.4B in FY2025 versus $6.9B in FY2021, a compound −1.9%/yr. Reported net income was −$282M in FY2025.
Key figures
Market cap $12.3B Large · P/S ratio 1.79 · EPS (TTM) $−0.6900 · Dividend yield 0.8% · Net margin −4.4% · Return on equity −0.6% · Return on assets (EBIT) 1.8% · Operating margin 23.3%.
Competitive moat
Our AI-assisted moat analysis scores the competitive advantage at 36 out of 100 (low confidence).
What moves the price
The share trades about 19% below its 52-week high and 23% above its 52-week low, currently below its 200-day average.
For context, the median of 10 Financial Services peers we cover trades at −16% fair-value upside, at −14%, IVZ screens cheaper than that median.
Fair Value models
All 2 models by family
Quality Score breakdown
It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.
Insider trades
In the last 6 months, 4 officers or directors sold shares worth $7.2M and none bought.
- SalePhoebe A WoodDirector3,000 shares at $32.44$97,320Sep 11, 2026
- SaleAndrew Tak Shing LoSenior Managing Director143,370 shares at $32.39$4.6MSep 9, 2026
- SaleStephanie ButcherSenior Managing Director45,095 shares at $32.28$1.5MSep 9, 2026
- SaleLaura Allison DukesChief Financial Officer31,075 shares at $33.16$1.0MSep 4, 2026
Plus 18 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.
Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.
Source: SEC Form 4, as of Nov 5, 2026. All filings at the SEC ↗
Revenue & earnings trend
Growth Forecast
IVZ screens overvalued: fair value 14% below the price. Compare with Blackstone Inc →
Recent news
- Invesco Ltd. to Participate in the BMO Financials Conference
- Should Invesco Russell 2000 Dynamic Multifactor ETF (OMFS) Be on Your Investing Radar?
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- Should You Invest in the Invesco S&P SmallCap Information Technology ETF (PSCT)?
Compare Invesco Plc with another stock
Price, fair value, quality and upside side by side.
Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Asset Management · 593 stocks
Valuation Multiplesvs Asset Management median · lower = cheaper
Strength profile in five axes (Snowflake)
Context: sector, industry, market
- Is the Financials sector expensive or cheap?
- P/E, EV/EBITDA and margins by industry (reference tables)
- P/S ratio by industry
- EBIT margin by industry
- Piotroski F-Score screener with fair value
- Undervalued stocks: US Stocks
- Valuation of the USA market
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
Similar stocks
10 more Asset Management stocks, each showing price versus our Fair Value estimate.
| Stock | Price | Fair Value | vs Fair Value | Compare |
|---|---|---|---|---|
| Exor N.V EXO | €73.35 | €139.37 | +90% | vs IVZ |
| Raymond James Financial, Inc RJF | $164.82 | $281.42 | +71% | vs IVZ |
| Apollo Global Management, Inc APO | $117.27 | $197.52 | +68% | vs IVZ |
| Ameriprise Financial, Inc AMP | $509.32 | $609.56 | +20% | vs IVZ |
| State Street Corporation STT | $165.23 | $139.37 | −16% | vs IVZ |
| Ares Management Corporation ARES | $133.72 | $99.35 | −26% | vs IVZ |
| Northern Trust Corporation NTRS | $171.39 | $123.42 | −28% | vs IVZ |
| Blackstone Inc BX | $119.82 | $52.29 | −56% | vs IVZ |
| Brookfield Corporation BN | $41.76 | $13.42 | −68% | vs IVZ |
| KKR & Co KKR | $98.30 | $27.32 | −72% | vs IVZ |
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Key figures of Invesco Plc
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