Deeper Dive: Understanding Invesco Ltd (IVZ) Through its Various Ratios

Kevin Freeman

Those aspiring to outpace the market meticulously engage in the process of selecting individual stocks. Strategic choices can be instrumental in accelerating your wealth.

The price of Invesco Ltd (NYSE: IVZ) closed at $23.61 in the last session, up 2.25% from day before closing price of $23.09. In other words, the price has increased by $2.25 from its previous closing price. On the day, 4.31 million shares were traded. IVZ stock price reached its highest trading level at $23.83 during the session, while it also had its lowest trading level at $23.1071.

Ratios:

We take a closer look at IVZ’s different ratios to gain a better understanding of the stock. It provided that stocks Price–to–Cash (P/C) ratio for the trailing twelve months (TTM) is standing at 7.06 whereas its Price-to-Free Cash Flow (P/FCF) for the term is 8.75. For the most recent quarter (mrq), Quick Ratio is recorded 1.04 and its Current Ratio is at 1.04. In the meantime, Its Debt-to-Equity ratio is 0.62 whereas as Long-Term Debt/Eq ratio is at 0.62.

On July 11, 2025, Wells Fargo Upgraded its rating to Equal Weight which previously was Underweight but kept the price unchanged to $18.

TD Cowen Downgraded its Buy to Hold on April 09, 2025, whereas the target price for the stock was revised from $22 to $13.

Insider Transactions:

An investor can also benefit from insider trades by learning what management is thinking about the future direction of stock prices. A recent insider transaction in this stock occurred on Sep 10 ’25 when Butcher Stephanie sold 103,192 shares for $22.12 per share. The transaction valued at 2,282,710 led to the insider holds 29,855 shares of the business. Butcher Stephanie bought 103,192 shares of IVZ for $2,282,708 on Sep 10 ’25.

Valuation Measures:

Investors should consider key stock statistics when deciding whether to invest or divest. In the wake of the recent closing price, IVZ now has a Market Capitalization of 10529205248 and an Enterprise Value of 15586704384. As of this moment, Invesco’s Price-to-Earnings (P/E) ratio for their current fiscal year is 25.36, and their Forward P/E ratio for the next fiscal year is 10.10. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 1.63. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.71 while its Price-to-Book (P/B) ratio in mrq is 0.97. Its current Enterprise Value per Revenue stands at 2.533 whereas that against EBITDA is 12.739.

Stock Price History:

The Beta on a monthly basis for IVZ is 1.69, which has changed by 0.33089066 over the last 52 weeks, in comparison to a change of 0.16766965 over the same period for the S&P500. Over the past 52 weeks, IVZ has reached a high of $23.20, while it has fallen to a 52-week low of $11.60. The 50-Day Moving Average of the stock is 8.36%, while the 200-Day Moving Average is calculated to be 34.91%.

Shares Statistics:

According to the various share statistics, IVZ traded on average about 5.70M shares per day over the past 3-months and 4900250 shares per day over the past 10 days. A total of 445.96M shares are outstanding, with a floating share count of 442.57M. Insiders hold about 0.76% of the company’s shares, while institutions hold 92.37% stake in the company. Shares short for IVZ as of 1757894400 were 13501911 with a Short Ratio of 2.37, compared to 1755216000 on 14134648. Therefore, it implies a Short% of Shares Outstanding of 13501911 and a Short% of Float of 5.2800003.

Dividends & Splits

The forward annual dividend rate for IVZ is 0.83, which was 0.83 in the trailing 12 months. Against a Trailing Annual Dividend Yield of 0.035946295. The stock’s 5-year Average Dividend Yield is 4.24. The current Payout Ratio is 69.23% for IVZ, which recently paid a dividend on 2025-08-14 with an ex-dividend date of 2025-08-14. Stock splits for the company last occurred on 2000-11-08 when the company split stock in a 25:10 ratio.

Earnings Estimates

Current recommendations for the stock of the company come from 13.0 analysts. The consensus estimate for the next quarter is $0.55, with high estimates of $0.61 and low estimates of $0.48.

Analysts are recommending an EPS of between $1.86 and $1.71 for the fiscal current year, implying an average EPS of $1.79. EPS for the following year is $2.33, with 14.0 analysts recommending between $2.6 and $2.04.

Revenue Estimates

According to 6 analysts,. The current quarter’s revenue is expected to be $1.17B. It ranges from a high estimate of $1.2B to a low estimate of $1.16B. As of. The current estimate, Invesco Ltd’s year-ago sales were $1.1BFor the next quarter, 6 analysts are estimating revenue of $1.23B. There is a high estimate of $1.25B for the next quarter, whereas the lowest estimate is $1.2B.

A total of 7 analysts have provided revenue estimates for IVZ’s current fiscal year. The highest revenue estimate was $4.66B, while the lowest revenue estimate was $4.58B, resulting in an average revenue estimate of $4.62B. In the same quarter a year ago, actual revenue was $4.4BBased on 7 analysts’ estimates, the company’s revenue will be $5.11B in the next fiscal year. The high estimate is $5.25B and the low estimate is $4.94B.

DwinneX
Privacy Overview

This website uses cookies so that we can provide you with the best user experience possible. Cookie information is stored in your browser and performs functions such as recognising you when you return to our website and helping our team to understand which sections of the website you find most interesting and useful.