--- title: "Assessing Invesco (IVZ) Valuation After Strong AUM Growth And Upcoming CEO Investor Event" type: "News" locale: "en" url: "https://longbridge.com/en/news/286866797.md" description: "Invesco (IVZ) has gained investor attention following significant AUM growth and an upcoming CEO fireside chat. The stock is currently priced at $27.39, showing a 10.4% return over 30 days and an 84.9% return over the past year. Analysts suggest a fair value of $29.32, indicating it is modestly undervalued. The company's expansion in private markets and alternative assets could enhance revenue, but risks remain regarding revenue trends and fee pressures." datetime: "2026-05-19T06:45:54.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286866797.md) - [en](https://longbridge.com/en/news/286866797.md) - [zh-HK](https://longbridge.com/zh-HK/news/286866797.md) --- # Assessing Invesco (IVZ) Valuation After Strong AUM Growth And Upcoming CEO Investor Event ## Event driven interest in Invesco stock Invesco (IVZ) is back on investors’ radar after reporting the highest monthly assets under management growth among nine U.S. asset managers in April, along with fresh investor outreach through an upcoming CEO fireside chat. See our latest analysis for Invesco. Invesco’s recent AUM update and CEO fireside chat come as the share price sits at $27.39, with a 10.4% 30 day share price return, a 1.7% year to date share price return, and a 1 year total shareholder return of 84.9%. This suggests momentum has been building over the past year. If you are watching how sentiment around asset managers is shifting, this can be a useful moment to scan for other opportunities through 18 top founder-led companies With the stock trading at $27.39, sitting only around 6% below the average analyst price target and roughly 31% below an estimated intrinsic value, you have to ask: is there still a buying opportunity here, or is the market already pricing in future growth? ## Most Popular Narrative: 6.6% Undervalued Against the latest close of $27.39, the most followed narrative pegs fair value at $29.32. This frames Invesco as modestly undervalued on a discounted cash flow basis using an 8.17% discount rate. > _The company's aggressive expansion in private markets and alternative asset offerings, including strategic partnerships (e.g., with Barings and MassMutual) and increased distribution through wealth management channels, aligns with the growing demand for alternatives and could drive higher-fee revenue streams and improved earnings resilience._ _Read the complete narrative._ Curious what has to happen inside Invesco for that fair value to make sense? The narrative leans heavily on a sharp earnings turnaround, rising margins, and a future profit multiple that is still below where many capital markets peers currently sit. **Result: Fair Value of $29.32 (UNDERVALUED)** Have a read of the narrative in full and understand what's behind the forecasts. However, this depends on analyst assumptions, and softer revenue trends or sustained pressure on fees and margins could quickly weaken the case for upside. Find out about the key risks to this Invesco narrative. ## Next Steps With both risks and rewards in play, do you want to rely on the crowd or your own judgment? Take a closer look at the full breakdown of 2 key rewards and 1 important warning sign ## Looking for more investment ideas? 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We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned._ ### **New:** AI Stock Screener & Alerts Our new AI Stock Screener scans the market every day to uncover opportunities. • Dividend Powerhouses (3%+ Yield) • Undervalued Small Caps with Insider Buying • High growth Tech and AI Companies Or build your own from over 50 metrics. Explore Now for Free ### Related Stocks - [IVZ.US](https://longbridge.com/en/quote/IVZ.US.md) ## Related News & Research - [Invesco Ltd. 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