Balance Sheet Dive: Invesco Ltd (IVZ)’s Debt-to-Equity and Long-Term Debt/Eq Ratios

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After finishing at $18.34 in the prior trading day, Invesco Ltd (NYSE: IVZ) closed at $18.39, up 0.27%. In other words, the price has increased by $0.27 from its previous closing price. On the day, 3.84 million shares were traded. IVZ stock price reached its highest trading level at $18.54 during the session, while it also had its lowest trading level at $18.26.

Ratios:

Our goal is to gain a better understanding of IVZ by taking a closer look at its different ratios. It provided that stocks Price–to–Cash (P/C) ratio for the trailing twelve months (TTM) is standing at 8.38 whereas its Price-to-Free Cash Flow (P/FCF) for the term is 6.45. In the meantime, Its Debt-to-Equity ratio is 0.53 whereas as Long-Term Debt/Eq ratio is at 0.53.

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 this company, Wells Fargo on September 12, 2024, initiated with a Underweight rating and assigned the stock a target price of $16.

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

On January 04, 2024, TD Cowen started tracking the stock assigning a Outperform rating and target price of $21.TD Cowen initiated its Outperform rating on January 04, 2024, with a $21 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 8238719488 and an Enterprise Value of 12985758720. As of this moment, Invesco’s Price-to-Earnings (P/E) ratio for their current fiscal year is 15.55, and their Forward P/E ratio for the next fiscal year is 8.86. The expected Price-to-Earnings-to-Growth (PEG) calculation for the next 5 years is 1.22. For the stock, the TTM Price-to-Sale (P/S) ratio is 1.36 while its Price-to-Book (P/B) ratio in mrq is 0.57. Its current Enterprise Value per Revenue stands at 2.206 whereas that against EBITDA is 12.332.

Stock Price History:

The Beta on a monthly basis for IVZ is 1.40, which has changed by 0.15201008 over the last 52 weeks, in comparison to a change of 0.2000997 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 $14.16. The 50-Day Moving Average of the stock is 3.51%, while the 200-Day Moving Average is calculated to be 10.15%.

Shares Statistics:

The stock has traded on average 3.69M shares per day over the past 3-months and 5920260 shares per day over the last 10 days, according to various share statistics. A total of 448.00M shares are outstanding, with a floating share count of 441.98M. Insiders hold about 1.66% of the company’s shares, while institutions hold 86.73% stake in the company. Shares short for IVZ as of 1735603200 were 9859206 with a Short Ratio of 2.30, compared to 1732838400 on 9335884. Therefore, it implies a Short% of Shares Outstanding of 9859206 and a Short% of Float of 3.6799999999999997.

Dividends & Splits

The stock’s 5-year Average Dividend Yield is 5.12. The current Payout Ratio is 69.23% for IVZ, which recently paid a dividend on 2024-11-14 with an ex-dividend date of 1731542400. 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 15.0 analysts. The consensus estimate for the next quarter is $0.46, with high estimates of $0.51 and low estimates of $0.42.

Analysts are recommending an EPS of between $2.0 and $1.78 for the fiscal current year, implying an average EPS of $1.87. EPS for the following year is $2.08, with 17.0 analysts recommending between $2.3 and $1.87.

Revenue Estimates

8 analysts predict $1.12B in revenue for the current quarter. It ranges from a high estimate of $1.14B to a low estimate of $1.1B. As of the current estimate, Invesco Ltd’s year-ago sales were $1.05BFor the next quarter, 8 analysts are estimating revenue of $1.15B. There is a high estimate of $1.17B for the next quarter, whereas the lowest estimate is $1.14B.

A total of 8 analysts have provided revenue estimates for IVZ’s current fiscal year. The highest revenue estimate was $4.72B, while the lowest revenue estimate was $4.58B, resulting in an average revenue estimate of $4.63B. In the same quarter a year ago, actual revenue was $4.4BBased on 8 analysts’ estimates, the company’s revenue will be $4.86B in the next fiscal year. The high estimate is $4.99B and the low estimate is $4.79B.

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