Analytical Lens: Exploring Invesco Ltd (IVZ)’s Financial Story Through Ratios

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The closing price of Invesco Ltd (NYSE: IVZ) was $14.07 for the day, up 4.15% from the previous closing price of $13.51. In other words, the price has increased by $4.15 from its previous closing price. On the day, 6.61 million shares were traded. IVZ stock price reached its highest trading level at $14.15 during the session, while it also had its lowest trading level at $13.46.

Ratios:

Our analysis of IVZ’s different ratios will help us gain a deeper understanding of the company. It provided that stocks Price–to–Cash (P/C) ratio for the trailing twelve months (TTM) is standing at 7.67 whereas its Price-to-Free Cash Flow (P/FCF) for the term is 4.88. In the meantime, Its Debt-to-Equity ratio is 0.62 whereas as Long-Term Debt/Eq ratio is at 0.62.

Upgrades & Downgrades

In addition, analysts’ ratings and any changes thereto give investors an idea of the stock’s future direction. In the most recent recommendation for the company, TD Cowen on April 09, 2025, Downgraded its rating to Hold and sets its target price to $13 from $22 previously.

On September 12, 2024, Wells Fargo started tracking the stock assigning a Underweight rating and target price of $16.

On August 27, 2024, Barclays started tracking the stock assigning a Equal Weight rating and target price of $18.Barclays initiated its Equal Weight rating on August 27, 2024, with a $18 target price.

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 6297732096 and an Enterprise Value of 11776157696. As of this moment, Invesco’s Price-to-Earnings (P/E) ratio for their current fiscal year is 11.27, and their Forward P/E ratio for the next fiscal year is 7.77. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 1.35. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.04 while its Price-to-Book (P/B) ratio in mrq is 0.43. Its current Enterprise Value per Revenue stands at 1.941 whereas that against EBITDA is 9.718.

Stock Price History:

The Beta on a monthly basis for IVZ is 1.44, which has changed by -0.040899813 over the last 52 weeks, in comparison to a change of 0.07545352 over the same period for the S&P500. Over the past 52 weeks, IVZ has reached a high of $19.55, while it has fallen to a 52-week low of $11.60. The 50-Day Moving Average of the stock is -8.30%, while the 200-Day Moving Average is calculated to be -16.41%.

Shares Statistics:

IVZ traded an average of 5.98M shares per day over the past three months and 7430260 shares per day over the past ten days. A total of 447.60M shares are outstanding, with a floating share count of 444.35M. Insiders hold about 0.78% of the company’s shares, while institutions hold 90.26% stake in the company. Shares short for IVZ as of 1743379200 were 8101459 with a Short Ratio of 1.35, compared to 1740700800 on 11046337. Therefore, it implies a Short% of Shares Outstanding of 8101459 and a Short% of Float of 3.15.

Dividends & Splits

With its trailing 12-month dividend rate of 0.82, IVZ has a forward annual dividend rate of 0.82. Against a Trailing Annual Dividend Yield of 0.06069578The stock’s 5-year Average Dividend Yield is 4.87. The current Payout Ratio is 69.23% for IVZ, which recently paid a dividend on 2025-02-14 with an ex-dividend date of 1747180800. Stock splits for the company last occurred on 2000-11-08 when the company split stock in a 25:10 ratio.

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