IVZ

Based on Invesco Ltd.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.

What does Invesco do?

Invesco is a global investment manager that builds and runs portfolios, mutual funds, ETFs, and private funds for a wide range of clients — from individual retail investors to pension funds and sovereign wealth funds. The firm invests across equities, fixed income, and alternative markets worldwide.

Does IVZ pay dividends?

Yes, Invesco pays a regular dividend. This is consistent with the firm's recurring fee-based revenue model. Income-focused investors often consider asset managers for this reason, though dividend sustainability should be evaluated alongside the company's earnings quality and growth trajectory.

When does IVZ report earnings?

Invesco reports on a quarterly cadence, as is standard for US-listed companies. For specific dates and the most recent results, check Invesco's investor relations page, which publishes earnings schedules and press releases directly.

Is IVZ a good stock to buy?

UQS Score rates IVZ as Below Average overall. The Valuation pillar is Attractive and Risk is Good, but Quality, Moat, and Growth are all Weak. Whether that trade-off suits your portfolio depends on your investment goals. The full pillar breakdown is available to Pro members.

Is IVZ overvalued?

Based on the UQS Valuation pillar, IVZ is rated Attractive — meaning the stock does not appear overvalued relative to its fundamentals. However, a low valuation can reflect genuine business challenges, so it is worth examining alongside the Weak Quality and Growth ratings.

How does IVZ compare to its competitors?

Invesco competes with firms like SEI Investments, Oxford Lane Capital, and Corebridge Financial, each with distinct business models. SEI blends technology with asset management, while Corebridge focuses on retirement and insurance. Invesco's broad multi-asset platform differentiates it, though its UQS Moat rating is currently Weak.

What is IVZ's market cap bracket?

Invesco is classified as a large-cap company, placing it among the larger publicly traded investment managers. Large-cap firms typically offer greater liquidity and more established institutional coverage than smaller peers in the financial services sector.

Who founded Invesco?

Invesco's founding history and leadership background are publicly available through the company's official corporate history and investor relations materials. The firm has been headquartered in Atlanta, Georgia since its establishment in 1995.

Is IVZ a long-term quality indicator?

As a long-term quality indicator, IVZ's UQS profile raises caution. The Weak ratings across Quality, Moat, and Growth suggest the firm faces structural headwinds in sustaining competitive advantages and earnings expansion. The Good Risk and Attractive Valuation ratings offer some offset, but long-term investors should weigh all five pillars carefully.

What is the main competitive advantage of Invesco?

Invesco's breadth — spanning ETFs, mutual funds, separately managed accounts, and alternative strategies across global markets — gives it a wide product shelf for different client types. However, the UQS Moat pillar currently rates this competitive positioning as Weak relative to sector peers.

What sector does IVZ belong to?

Invesco operates in the Financial Services sector, specifically within investment management. The firm competes for assets under management alongside other active and passive managers, and its revenue is closely tied to market performance and client flow trends.

Is IVZ a growth stock or value stock?

Based on UQS pillar labels, IVZ leans toward the value end of the spectrum. The Valuation pillar is Attractive while the Growth pillar is Weak, suggesting the market prices the stock at a discount but does not yet reward it for strong earnings expansion.

Invesco Ltd. currently shows below-average quality metrics, suggesting challenges with profitability.

Invesco Ltd. faces growth headwinds with declining or stagnant revenue trends.

Invesco Ltd. presents elevated risk with concerns around leverage or financial stability.

Invesco Ltd. appears attractively valued relative to its earnings, cash flows, and sector peers.

Invesco Ltd. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for IVZ.

The UQS (Unified Quality Score) for Invesco Ltd. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.

Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.

Moat (25%) assesses Invesco Ltd.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.

Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.

Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.

Valuation (15%) measures whether Invesco Ltd. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.

Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.