---
title: "Invesco Ltd. (IVZ.US)"
type: "quote"
locale: "en"
url: "https://longbridge.com/en/quote/IVZ.US.md"
symbol: "IVZ.US"
name: "Invesco Ltd."
industry: "Asset Management and Custody Banks"
---

# Invesco Ltd. (IVZ.US)

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

## Company Profile

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 ...

## Financial Score

> *Longbridge Financial Score™ — Proprietary multi-factor rating model by [Longbridge](https://longbridge.com). This score is independently calculated by Longbridge and is not affiliated with any third-party rating agency.*
> Updated: 2026-02-20T04:30:13.000Z

**Overall: D (0.64)**

**Industry**: Asset Management and Custody Banks

| Metric | Value |
|--------|-------|
| Industry Ranking | 85 / 126 |
| 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.

### Score Analysis

**Style Score**: 

#### Growth Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | 5.11% |  |
| Net Profit YoY | -235.00% |  |

#### Value Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| P/B Ratio | 0.96 |  |
| Dividend Ratio | 3.19% |  |


**Size Score**: 

#### Market Cap Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Market Cap | 11.70B |  |

#### Revenue Score: 

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue | 6.38B |  |


**Multi Score**: D

#### Profit Score: D

| Indicator | Value | Rating |
|-----------|-------|--------|
| ROE | -6.38% | D |
| Profit Margin | -4.42% | D |
| Gross Margin | 28.57% | C |

#### Growth Score: C

| Indicator | Value | Rating |
|-----------|-------|--------|
| Revenue YoY | 5.11% | C |
| Net Profit YoY | -235.00% | E |
| Total Assets YoY | 0.32% | C |
| Net Assets YoY | -17.00% | E |

#### Cash Score: D

| Indicator | Value | Rating |
|-----------|-------|--------|
| Cash Flow Margin | -878.03% | E |
| OCF YoY | 5.11% | C |

#### Operating Score: D

| Indicator | Value | Rating |
|-----------|-------|--------|
| Turnover | 0.24 | D |

#### Debt Score: C

| Indicator | Value | Rating |
|-----------|-------|--------|
| Gearing Ratio | 52.00% | C |


```chart-data:radar
{
  "title": "Longbridge Financial Score - Invesco Ltd.",
  "chart_type": "radar",
  "dimensions": [
    {
      "name": "Profit",
      "grade": "D",
      "indicators": [
        {
          "name": "ROE",
          "value": "-6.38%",
          "rating": "D"
        },
        {
          "name": "Profit Margin",
          "value": "-4.42%",
          "rating": "D"
        },
        {
          "name": "Gross Margin",
          "value": "28.57%",
          "rating": "C"
        }
      ]
    },
    {
      "name": "Growth",
      "grade": "C",
      "indicators": [
        {
          "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",
      "grade": "D",
      "indicators": [
        {
          "name": "Cash Flow Margin",
          "value": "-878.03%",
          "rating": "E"
        },
        {
          "name": "OCF YoY",
          "value": "5.11%",
          "rating": "C"
        }
      ]
    },
    {
      "name": "Operating",
      "grade": "D",
      "indicators": [
        {
          "name": "Turnover",
          "value": "0.24",
          "rating": "D"
        }
      ]
    },
    {
      "name": "Security",
      "grade": "C",
      "indicators": [
        {
          "name": "Gearing Ratio",
          "value": "52.00%",
          "rating": "C"
        }
      ]
    }
  ]
}
```

### Peer Comparison

| Rank | Name | Profit | Growth | Operation | Security | Cash | Rating |
|------|------|--------|--------|-----------|----------|------|--------|
| 01 | BlackRock (US.BLK) | B | B | E | A | B | B |
| 02 | Brookfield Asset (US.BAM) | A | B | D | B | B | B |
| 03 | ARES Management LP (US.ARES) | B | B | E | A | A | B |
| 04 | T. Rowe Price (US.TROW) | A | C | C | A | C | B |
| 05 | Blue Owl Capital (US.OWL) | C | B | E | A | A | B |

## Valuation Analysis

| Metric | Current | Industry Ranking | High | Median | Low |
|--------|---------|-----------------|------|--------|-----|
| PE (TTM) | -16.11 | 198/394 | 23.13 | 15.84 | 11.77 |
| PB | 0.96 | 52/394 | 0.99 | 0.86 | 0.63 |
| PS (TTM) | 1.84 | 15/394 | 1.83 | 1.57 | 1.10 |
| Dividend Yield | 3.19% | 79/394 | 5.47% | 3.83% | 3.21% |

## Institutional View

### Analyst Rating Distribution

> As of 2026-02-12T05:00:00.000Z

Total Analysts: **12**

| Rating | Count | Percentage |
|--------|-------|-----------|
| Buy | 4 | 33% |
| Overweight | 1 | 8% |
| Hold | 6 | 50% |
| Underweight | 1 | 8% |
| Sell | 0 | 0% |

### Target Price Forecast

| Metric | Price |
|--------|-------|
| Current Price | 26.38 |
| Highest Target | 34.50 |
| Lowest Target | 24.00 |

## References

- [Company Overview](https://longbridge.com/en/quote/IVZ.US/overview.md) - Shareholders, executives, business segments
- [Financials](https://longbridge.com/en/quote/IVZ.US/norm.md) - Income statement, balance sheet, cash flow, distribution plan
- [Topics & Discussions](https://longbridge.com/en/quote/IVZ.US/topics.md) - Community topics and discussions

---

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