IVZ screens as attractively valued at a forward P/E of 9.7x and PEG of 0.38 and ranks near the top of its peer group on value, but business quality remains below the minimum threshold, the dividend yield carries an unsafe signal, and the price has reached near-term resistance with only 0.4% headroom — a 0.06-to-1 risk/reward that does not support adding exposure.
Thesis pillars
- Attractive Valuation Among Peers→Stable
- Below Threshold Business Quality↑Improving
- Price At Resistance Thin Upside→Stable
- +1 more pillar — see the Why tab for full reasoning
Invesco Ltd (IVZ) Stock Analysis
Financial Services · Asset Management
Sell if holding. Engine safety override at $33.23: Quality below floor (3.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.7/10. Specifically: Below-average business quality; Negative price momentum.
Invesco manages approximately $2.2 trillion in AUM across retail ($1,515.7 billion) and institutional ($654.2 billion) channels, serving clients in more than 120 countries. The company derives substantially all revenues from investment management fees, with higher rates on... Read more
Sell if holding. Engine safety override at $33.23: Quality below floor (3.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.7/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.7/10, moderate confidence.
Passes 6/8 gates (clean insider activity, no SEC red flags, news events none recent, earnings proximity 53d clear, semi cycle peak clear, materials cycle peak clear). Fails on weak momentum and favorable risk/reward ratio. Suitability: aggressive.
About Invesco Ltd
About Invesco Ltd
Invesco ended 2025 with $2.17 trillion in AUM, split across $1,515.7 billion in retail mandates and $654.2 billion in institutional accounts, serving clients in more than 120 countries. By investment capability, the largest AUM blocks are ETFs and index strategies at $630.2 billion, the QQQ franchise at $407.2 billion, fundamental fixed income at $311.5 billion, and fundamental equities at $298.4 billion, with 7,499 employees in over 20 countries at year-end.
Invesco earns revenue through investment management fees scaled to AUM, with higher rates on actively managed equity, balanced, and alternative asset products and lower rates on fixed income, stable value, and ETFs. Retail products reach clients through wirehouses, regional broker-dealers, insurance companies, and banks in the Americas, with independent brokers and direct wealth platforms serving EMEA and APAC. Institutional AUM is distributed to corporate clients, endowments, pension funds, financial institutions, and sovereign wealth funds via dedicated sales forces. The China JV, Invesco Great Wall Fund Management Company, held approximately $132.5 billion in AUM at December 31, 2025 — a position in one of the world's two dominant wealth markets that may be impacted by geopolitical tensions between the U.S. and China. The company competes against investment management firms, commercial banks, broker-dealers, hedge funds, and fintech firms, with some competitors holding greater capital resources.
Show full overview
Invesco's Global Liquidity segment, representing $189.7 billion in AUM at year-end, is exposed to institutional investors shifting to direct instruments when yields on comparable money-market alternatives are more attractive — a pattern the 10-K identifies as a recurring outflow risk during periods of rate change. Separately, the company held approximately $1,166.3 million in seed capital and co-investments at December 31, 2025, including CLOs, real estate-related loans, and commercial loans whose valuations fluctuate with interest and default rates. Significant strengthening of the U.S. Dollar relative to the British Pound, Euro, Chinese RMB, or Japanese Yen could weigh on reported revenues tied to non-dollar AUM denominations.
See also: Financial Services · Asset Management
From Invesco Ltd's most recent 10-K filing, extracted June 10, 2026.
Recent developments
updated 2026-09-04Recent Developments — Invesco Ltd
Latest news
- NEWS TD Cowen Maintains Buy on Invesco, Raises Price Target to $39 — benzinga Aug 13, 2026 neutral
- NEWS Trian Fund Management, L.P. Raises Share Stake In GE Healthcare Technologies INC. To 3.1M Shares; Cuts Share Stake In In — benzinga Aug 12, 2026 neutral
- NEWS Invesco Reports Preliminary AUM Of $2.447 At End-July, Down 0.9% Month-On-Month — benzinga Aug 11, 2026 negative
- NEWS Evercore ISI Group Maintains In-Line on Invesco, Raises Price Target to $35 — benzinga Aug 10, 2026 neutral
- NEWS RBC Capital Maintains Outperform on Invesco, Raises Price Target to $35 — benzinga Jul 29, 2026 positive
Generated 2026-09-04T19:02:09Z.
Upcoming dated catalysts
Thesis
Key Metrics
Quality Signals
Options Flow
Concentration Risks(10-K Item 1A)
- LOWProductInvesco QQQ Trust10-K Item 1A: 'we may suffer declines in AUM and revenue, particularly relating to products we advise that track the Nasdaq-100 Index, such as the Invesco QQQ Trust'
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
Show full disclosure ▾Hide full disclosure ▴
About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.
Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.
Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.
No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.
No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.
Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.
Rating Breakdown
2 floor-breakers
Unprofitable operations — net margin -0.9%. Quality floor flags this regardless of sector context.static
Momentum below the gate floor. Component breakdown shows what dragged the score down.static
Price Targets
Position Sizing
Risk Alerts
Earnings
Verdict History
Frequently Asked Questions
Sell if holding. Engine safety override at $33.23: Quality below floor (3.4 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.7/10. Specifically: Below-average business quality; Negative price momentum. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $31.36. Score 5.7/10, moderate confidence.
Take-profit target: $38.20 (-12.6% upside). Prior stop was $31.36. Stop-loss: $31.36.
Target reached (-12.6% upside); Quality below floor (3.4 < 4.0).
Invesco Ltd trades at a P/E of N/A (forward 10.0). TrendMatrix value score: 6.6/10. Verdict: Sell.
18 analysts cover IVZ with a consensus score of 3.5/5. Average price target: $33.
What does Invesco Ltd do?Invesco manages approximately $2.2 trillion in AUM across retail ($1,515.7 billion) and institutional ($654.2 billion)...
Invesco manages approximately $2.2 trillion in AUM across retail ($1,515.7 billion) and institutional ($654.2 billion) channels, serving clients in more than 120 countries. The company derives substantially all revenues from investment management fees, with higher rates on actively managed equity and alternative strategies and lower rates on fixed income and ETFs.