---
title: "Invesco Ltd. (IVZ.US)"
type: "Symbol"
locale: "en"
url: "https://longbridge.com/en/quote/IVZ.US.md"
symbol: "IVZ.US"
name: "Invesco Ltd."
industry: "Asset Management and Custody Banks"
datetime: "2026-04-14T08:07:33.871Z"
locales:
  - [en](https://longbridge.com/en/quote/IVZ.US.md)
  - [zh-CN](https://longbridge.com/zh-CN/quote/IVZ.US.md)
  - [zh-HK](https://longbridge.com/zh-HK/quote/IVZ.US.md)
---

# Invesco Ltd. (IVZ.US)

## Company Overview

Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equity and fixed income portfolios.

| Item | Detail |
|------|--------|
| Industry | Asset Management and Custody Banks |
| Exchange | US Market |
| Website | [www.invesco.com/corporate/en/home.html](https://www.invesco.com/corporate/en/home.html) |

## Key Drivers
> *AI-analyzed key factors driving this stock's performance*


## Longbridge Financial Score™: D
> *Longbridge Financial Score™ — Proprietary multi-factor rating model by Longbridge*
> Updated: 2026-04-14T04:30:18.000Z

**Overall: D (0.65)**

**Industry**: Asset Management and Custody Banks

| Metric | Value |
|--------|-------|
| Industry Ranking | 90 / 131 |
| Industry Median | C |
| Industry Average | C |

- **Style**: Value - Stocks where the company's main business is in a mature stage.
- **Scale**: Large - The company has stable operations, allowing for dependable long-term returns.

**Multi Score**: D

#### Style Score Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | 5.11% |  |
| Net Profit YoY | -235.00% |  |
| P/B Ratio | 1.11 |  |
| Dividend Ratio | 3.46% |  |

#### Size Score Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Market Cap | 10796818754.70 |  |
| Revenue | 6377100000.00 |  |

#### Multi Score Score: D

| Indicator | Value | Rating |
|-----------|-------|--------|
| ROE | -7.17% | D |
| Profit Margin | -4.42% | D |
| Gross Margin | 28.57% | C |
| Revenue YoY | 5.11% | C |
| Net Profit YoY | -235.00% | E |
| Total Assets YoY | 0.32% | C |
| Net Assets YoY | -17.00% | E |
| Cash Flow Margin | -210.01% | E |
| OCF YoY | 5.11% | C |
| Turnover | 0.24 | D |
| Gearing Ratio | 52.00% | C |

```chart-data:radar
{
  "title": "Longbridge Financial Score - Invesco Ltd.",
  "chart_type": "radar",
  "dimensions": [
    {
      "name": "Style Score",
      "grade": "",
      "indicators": [
        {
          "name": "Revenue YoY",
          "value": "5.11%",
          "rating": ""
        },
        {
          "name": "Net Profit YoY",
          "value": "-235.00%",
          "rating": ""
        },
        {
          "name": "P/B Ratio",
          "value": "1.11",
          "rating": ""
        },
        {
          "name": "Dividend Ratio",
          "value": "3.46%",
          "rating": ""
        }
      ]
    },
    {
      "name": "Size Score",
      "grade": "",
      "indicators": [
        {
          "name": "Market Cap",
          "value": "10796818754.70",
          "rating": ""
        },
        {
          "name": "Revenue",
          "value": "6377100000.00",
          "rating": ""
        }
      ]
    },
    {
      "name": "Multi Score",
      "grade": "D",
      "indicators": [
        {
          "name": "ROE",
          "value": "-7.17%",
          "rating": "D"
        },
        {
          "name": "Profit Margin",
          "value": "-4.42%",
          "rating": "D"
        },
        {
          "name": "Gross Margin",
          "value": "28.57%",
          "rating": "C"
        },
        {
          "name": "Revenue YoY",
          "value": "5.11%",
          "rating": "C"
        },
        {
          "name": "Net Profit YoY",
          "value": "-235.00%",
          "rating": "E"
        },
        {
          "name": "Total Assets YoY",
          "value": "0.32%",
          "rating": "C"
        },
        {
          "name": "Net Assets YoY",
          "value": "-17.00%",
          "rating": "E"
        },
        {
          "name": "Cash Flow Margin",
          "value": "-210.01%",
          "rating": "E"
        },
        {
          "name": "OCF YoY",
          "value": "5.11%",
          "rating": "C"
        },
        {
          "name": "Turnover",
          "value": "0.24",
          "rating": "D"
        },
        {
          "name": "Gearing Ratio",
          "value": "52.00%",
          "rating": "C"
        }
      ]
    }
  ]
}
```

## Valuation Analysis

| Metric | Current | Industry Ranking | High | Median | Low |
|--------|---------|-----------------|------|--------|-----|
| PE (TTM) | -14.87 | 287/131 | 23.37 | 17.47 | 11.77 |
| PB | 1.11 | 58/131 | 1.07 | 0.93 | 0.65 |
| PS (TTM) | 1.69 | 16/131 | 1.84 | 1.63 | 1.14 |
| Dividend Yield | 3.46% | 79/131 | 5.26% | 3.64% | 3.18% |

## Peer Comparison

| Rank | Name | Profit | Growth | Operation | Security | Cash | Rating |
| --- | --- | --- | --- | --- | --- | --- | --- |
| 01 | Blackstone (BX.US) | A | B | D | C | B | B |
| 02 | Brookfield Asset (BAM.US) | A | B | D | C | B | B |
| 03 | ARES Management LP (ARES.US) | B | B | D | D | A | B |
| 04 | T. Rowe Price (TROW.US) | A | C | C | A | C | B |
| 05 | Tpg (TPG.US) | B | A | C | D | A | B |

## Institutional View

### Analyst Rating Distribution

> As of 2026-04-13T04:00:00.000Z

Total Analysts: **12**

| Rating | Count | Percentage |
|--------|-------|-----------| 
| Buy | 4 | 33% |
| Overweight | 1 | 8% |
| Hold | 7 | 58% |

### Target Price Forecast

| Metric | Price |
|--------|-------|
| Current Price | 24.30 |
| Highest Target | 34.50 |
| Lowest Target | 26.00 |

## References

- [Company Overview — Profile, executives, shareholders, business breakdown](https://longbridge.com/en/quote/IVZ.US/overview.md)
- [Financial Reports — Income, balance sheet, cash flow, dividends](https://longbridge.com/en/quote/IVZ.US/norm.md)
- [Related News](https://longbridge.com/en/quote/IVZ.US/news.md)
- [Filings — Company announcements and regulatory filings](https://longbridge.com/en/quote/IVZ.US/filings.md)

---

> **Disclaimer: This article is for reference only and does not constitute any investment advice.**