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Upturn AI SWOT - About
IVZ 
Invesco Plc (IVZ)
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Upturn Advisory Summary
06/30/2025: IVZ (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
14 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $15.21
1 Year Target Price $15.21
| 1 | Strong Buy |
| 1 | Buy |
| 11 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 1.35% | Avg. Invested days 47 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 7.03B USD | Price to earnings Ratio 12.56 | 1Y Target Price 15.21 |
Price to earnings Ratio 12.56 | 1Y Target Price 15.21 | ||
Volume (30-day avg) 14 | Beta 1.44 | 52 Weeks Range 11.44 - 19.07 | Updated Date 06/30/2025 |
52 Weeks Range 11.44 - 19.07 | Updated Date 06/30/2025 | ||
Dividends yield (FY) 5.35% | Basic EPS (TTM) 1.25 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 13.14% | Operating Margin (TTM) 18.13% |
Management Effectiveness
Return on Assets (TTM) 2.44% | Return on Equity (TTM) 5.09% |
Valuation
Trailing PE 12.56 | Forward PE 9.23 | Enterprise Value 10128533690 | Price to Sales(TTM) 1.15 |
Enterprise Value 10128533690 | Price to Sales(TTM) 1.15 | ||
Enterprise Value to Revenue 1.65 | Enterprise Value to EBITDA 7.8 | Shares Outstanding 447556000 | Shares Floating 358121113 |
Shares Outstanding 447556000 | Shares Floating 358121113 | ||
Percent Insiders 0.72 | Percent Institutions 94.51 |
Analyst Ratings
Rating 4 | Target Price 15.21 | Buy 1 | Strong Buy 1 |
Buy 1 | Strong Buy 1 | ||
Hold 11 | Sell - | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Invesco Plc
Company Overview
History and Background
Invesco Plc was founded in 1935 as Citizens & Southern Fund Management Group. It evolved through various acquisitions and name changes, eventually becoming Invesco in 1988. A major merger with AIM Investments in 2000 and more recently OppenheimerFunds in 2019 have shaped the company into a global investment management firm.
Core Business Areas
- Investments: Investment management services encompassing a wide range of asset classes including equities, fixed income, alternatives, and multi-asset solutions for institutional and retail clients globally.
- Retail: Provides a diverse range of investment products and services to individual investors, including mutual funds, exchange-traded funds (ETFs), and other investment vehicles.
- Institutional: Offers customized investment solutions to institutional clients such as pension funds, sovereign wealth funds, insurance companies, and endowments.
Leadership and Structure
Andrew Schlossberg serves as the President and CEO. The organizational structure includes various investment teams specializing in different asset classes, supported by global distribution and operational infrastructure.
Top Products and Market Share
Key Offerings
- Invesco QQQ Trust (QQQ): A popular ETF tracking the Nasdaq-100 index. It has significant AUM and is a major player in the ETF market. Competitors include IVV, SPY. As of March 31st, 2024, QQQ's AUM was $269 Billion (Source: Invesco). Market Share: roughly 4.65% of the US ETF market (Source: ETF.com and internal AUM).
- Invesco Senior Loan ETF (BKLN): One of the largest ETFs focused on senior loans. Competitors include SRLN and FTSL. AUM as of March 31, 2024 was $9.29 Billion (Source: Invesco). It is a leader in the senior loan ETF market. Market Share: roughly 24% of the senior loan ETF market.
- Invesco S&P 500 Equal Weight ETF (RSP): An ETF that tracks the S&P 500 but gives each company in the index an equal weighting. Competitors include IVV and SPY. AUM as of March 31, 2024 was $47.38 Billion (Source: Invesco). Market Share: Roughly 0.82% of US ETF Market.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, influenced by market volatility, regulatory changes, and evolving investor preferences. Increased demand for passive investing, ESG considerations, and technology advancements are key trends.
Positioning
Invesco Plc is a global investment management firm offering a diverse range of investment strategies and products. It competes on investment performance, distribution capabilities, and brand recognition. Invesco has sought to position itself as a provider of both active and passive strategies, and through various partnerships seeks to expand its reach and innovation.
Total Addressable Market (TAM)
The global asset management market is estimated to be worth hundreds of trillions of dollars. Invesco Plc is positioned to capture a portion of this TAM through its diverse product offerings and global reach. Assets Under Management (AUM) ended the period at $1.693 trillion (Source: Invesco's Q1 2024 report).
Upturn SWOT Analysis
Strengths
- Global presence and distribution network
- Diversified product offerings across asset classes
- Strong brand recognition
- Experienced investment professionals
Weaknesses
- Vulnerability to market fluctuations
- Dependence on key investment managers
- Integration challenges from acquisitions
- Fee pressure in the asset management industry
Opportunities
- Growth in emerging markets
- Increased demand for alternative investments
- Expansion of ESG-focused products
- Technological innovation in investment management
Threats
- Increased competition from other asset managers
- Regulatory changes and compliance costs
- Market downturns and economic uncertainty
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BlackRock (BLK)
- Vanguard
- State Street (STT)
- Franklin Resources (BEN)
Competitive Landscape
Invesco Plc's advantages include its global presence, diversified product offerings, and strong brand recognition. Disadvantages include its relative size compared to larger competitors like BlackRock and Vanguard, as well as integration challenges related to past acquisitions.
Major Acquisitions
OppenheimerFunds
- Year: 2019
- Acquisition Price (USD millions): 5700
- Strategic Rationale: Expanded Invesco's product offerings and distribution capabilities, particularly in the retail sector. This acquisition significantly increased AUM and strengthened Invesco's position in key markets.
Growth Trajectory and Initiatives
Historical Growth: Invesco's historical growth has been influenced by market conditions, acquisitions, and organic growth initiatives.
Future Projections: Analyst estimates project moderate growth for Invesco, driven by its global presence and product diversification. These projections are subject to market risks.
Recent Initiatives: Recent initiatives include product launches in key growth areas like ETFs and alternative investments, as well as strategic partnerships to expand distribution.
Summary
Invesco is a global asset management firm with a diverse product range and a strong brand. While it has a global reach and a growing ETF market, its growth has been impacted by market volatility and faces stiff competition from larger firms. Invesco can leverage growing alternative investments and its global footprint while also managing market and integration risks. Recent strategic initiatives are important to monitor in the coming year to determine continued growth.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Invesco's Investor Relations Website
- SEC Filings
- ETF.com
- Company Press Releases
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market data is subject to change.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Invesco Plc
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1995-08-24 | President, CEO & Director Mr. Andrew Ryan Schlossberg | ||
Sector Financial Services | Industry Asset Management | Full time employees 8495 | Website https://www.invesco.com |
Full time employees 8495 | Website https://www.invesco.com | ||
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. The firm also launches equity, commodity, fixed income, multi-asset, and balanced mutual funds for its clients. It launches equity, fixed income, multi-asset, and balanced exchange-traded funds. The firm also launches and manages private funds. It invests in the public equity and fixed income markets across the globe. The firm also invests in alternative markets, such as commodities and currencies. For the equity portion of its portfolio, it invests in growth and value stocks of large-cap, mid-cap, and small-cap companies. For the fixed income portion of its portfolio, the firm invests in convertibles, government bonds, municipal bonds, treasury securities, and cash. It also invests in short term and intermediate term bonds, investment grade and high yield bonds, taxable and tax-free bonds, senior secured loans, and structured securities such as asset-backed securities, mortgage-backed securities, and commercial mortgage-backed securities. The firm employs absolute return, global macro, and long/short strategies. It employs quantitative analysis to make its investments. The firm was formerly known as Invesco Plc, AMVESCAP plc, Amvesco plc, Invesco PLC, Invesco MIM, and H. Lotery & Co. Ltd. Invesco Ltd. was founded in 1935 and is based in Atlanta, Georgia with an additional office in Hamilton, Bermuda.
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