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Upturn AI Summary - About
Invesco Plc(IVZ)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for IVZ
11/13/2026: IVZ (5-star) is currently NOT-A-BUY. Pass it for now.
Invesco Plc is a major independent global asset manager, well-known for its prominent QQQ exchange-traded fund and a diverse range of investment solutions. The company's primary strength lies in its strong distribution network and its ability to balance active management with passive index offerings. Its core growth story centers on expanding into higher-margin private market and alternative investments. However, Invesco faces significant risks from ongoing fee compression within the industry and market volatility that can rapidly impact asset levels. The stock may best suit dividend-oriented or value investors who prioritize capital returns and are willing to navigate the cyclical nature of global financial markets.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | Invesco's growth is largely tied to market cycles rather than high-growth innovation. |
| Momentum investor | Weak fit | Momentum fit is conditional on positive price trends and sustained AUM growth. |
| Value investor | Strong fit | The stock often trades at valuation multiples that may appeal to value-oriented investors seeking stable dividends. |
| Dividend investor | Strong fit | Invesco has a consistent track record of returning capital to shareholders through dividends. |
| Low-risk investor | Mixed fit | The business model is subject to significant market volatility, increasing risk for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The stock price is highly sensitive to overall market performance and AUM fluctuations. |
| Valuation risk | Medium | Valuation is sensitive to interest rate expectations and equity market sentiment. |
| Competition risk (Fee pressure) | High | Intense industry price competition puts downward pressure on management fees. |
| Business quality | Medium | The firm operates a high-margin business but faces long-term structural headwinds. |
| Dividend income | Medium / high | Dividends are reliable but can be impacted by earnings volatility. |
| Execution risk | Medium | Integrating acquisitions and maintaining AUM growth requires constant operational discipline. |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 12.51B USD | Price to earnings Ratio - | 1Y Target Price 35 |
Price to earnings Ratio - | 1Y Target Price 35 | ||
Volume (30-day avg) 5.4M shares | Beta 1.65 | 52 Weeks Range 21.34 - 33.41 | Updated Date 11/13/2026 |
52 Weeks Range 21.34 - 33.41 | Updated Date 11/13/2026 | ||
Dividends yield (FY) 2.99% | Basic EPS (TTM) -0.69 |
Sector & Industry Intelligence
Sector
Financial Services
Constructive- Sentiment
- Bullish
- Momentum
- BUY Breadth Improving
- BUY participation
- 50.4%
- Active BUY / eligible
- 61 / 121
- 30-Day BUY Count Change
- +45
- Market state
- Bullish
More qualifying stocks are receiving or maintaining BUY advisories, indicating improving market participation.
Industry
Asset Management
- BUY participation
- 52.9%
- Active BUY / eligible
- 9 / 17
- 30-Day BUY Count Change
- +3
Sector signal summarizes BUY breadth conditions for the sector. It does not override this stock’s BUY, SELL, or PASS advisory.
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 89.51% | Avg. Invested days 70 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/13/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Investment Management Fees | Fees earned on the total value of assets managed across all product types. | Invesco makes most of its money as a percentage of the total assets it manages; if the markets go up, they generally make more. |
| Service & Distribution Fees | Revenue generated from providing administrative and distribution services to investment funds. | This is a recurring revenue stream for helping funds operate and reach investors. |
| Geography: North America | The largest concentration of Invesco's AUM and revenue operations. | The US market is the primary driver of the company's financial success. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-27 | When Before Market | Estimate 0.75 | Actual 0.72 |
Profitability
Profit Margin -1.1% | Operating Margin (TTM) 20.61% |
Management Effectiveness
Return on Assets (TTM) 3.28% | Return on Equity (TTM) -0.58% |
Valuation
Trailing PE - | Forward PE 8.89 | Enterprise Value 22.49B | Price to Sales(TTM) 1.75 |
Enterprise Value 22.49B | Price to Sales(TTM) 1.75 | ||
Enterprise Value to Revenue 3.16 | Enterprise Value to EBITDA 12.58 | Shares Outstanding 439.53M | Shares Floating 354.55M |
Shares Outstanding 439.53M | Shares Floating 354.55M | ||
Percent Insiders 0.6 | Percent Institutions 98.17 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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