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Upturn AI SWOT - About
IVZ 
Invesco Plc (IVZ)
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Upturn Advisory Summary
06/20/2025: 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.
$15.15
1 Year Target Price
Analyst’s Price Targets
| 1 | Strong Buy |
| 1 | Buy |
| 11 | Hold |
| 0 | Under performing |
| 1 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.82% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/20/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.63B USD | Price to earnings Ratio 11.85 | 1Y Target Price 15.17 |
Price to earnings Ratio 11.85 | 1Y Target Price 15.17 | ||
Volume (30-day avg) 4979343 | Beta 1.44 | 52 Weeks Range 11.44 - 19.07 | Updated Date 06/22/2025 |
52 Weeks Range 11.44 - 19.07 | Updated Date 06/22/2025 | ||
Dividends yield (FY) 5.67% | 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 11.85 | Forward PE 8.71 | Enterprise Value 9730208595 | Price to Sales(TTM) 1.08 |
Enterprise Value 9730208595 | Price to Sales(TTM) 1.08 | ||
Enterprise Value to Revenue 1.59 | Enterprise Value to EBITDA 7.49 | Shares Outstanding 447556000 | Shares Floating 358121113 |
Shares Outstanding 447556000 | Shares Floating 358121113 | ||
Percent Insiders 0.72 | Percent Institutions 94.51 |
Analyst Ratings
Rating 3.07 | Target Price 15.15 | 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 was founded in 1935 as Citizens & Southern Investment Company. It evolved through mergers and acquisitions, becoming Invesco Plc in 2007.
Core Business Areas
- Investments: Offers a range of investment strategies across various asset classes, including equities, fixed income, and alternatives.
- Wealth Management: Provides wealth management services to individuals and institutions.
- Exchange-Traded Funds (ETFs): Manages a suite of ETFs under the Invesco brand, known for products like the QQQ.
Leadership and Structure
Andrew Schlossberg serves as President and CEO. The company operates with a global organizational structure.
Top Products and Market Share
Key Offerings
- QQQ (Invesco QQQ Trust): One of the most popular ETFs tracking the Nasdaq-100. Competitors include SPY (State Street) and IVV (BlackRock). Market share in QQQ related volume is substantial among Nasdaq-100 tracking ETFs.
- Invesco S&P 500 Equal Weight ETF (RSP): Offers equal weighting in the S&P 500 index. Competitors include IVV (BlackRock) and SPY (State Street).
- Market Share (%): Relatively smaller compared to market-cap weighted ETFs but a market leader in equal weighted index ETFs.
Market Dynamics
Industry Overview
The asset management industry is highly competitive, influenced by market performance, regulatory changes, and technological advancements.
Positioning
Invesco is a global asset manager with a strong presence in ETFs and institutional investments. Its competitive advantage lies in its diverse product offerings and global reach.
Total Addressable Market (TAM)
The global asset management market is estimated to be in the trillions of dollars. Invesco's TAM is the total value of assets under management available within this global context, and the company is positioned to capture a share through its wide variety of products.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Diverse product offerings
- Strong ETF presence
- Experienced investment professionals
Weaknesses
- Dependence on market performance
- Integration challenges from acquisitions
- Higher expense ratios compared to some competitors
- Fluctuations in Assets Under Management (AUM)
Opportunities
- Growing demand for ETFs
- Expansion into emerging markets
- Increasing adoption of alternative investments
- Technological innovation in asset management
Threats
- Increased competition from passive investment strategies
- Regulatory changes
- Economic downturns
- Geopolitical risks
Competitors and Market Share
Key Competitors
- BLK
- JPM
- GS
- MS
- TROW
Competitive Landscape
Invesco faces intense competition from larger asset managers like BlackRock and JPMorgan Chase, each with substantial market share. It seeks to differentiate itself through specialized products and client service.
Major Acquisitions
OppenheimerFunds
- Year: 2018
- Acquisition Price (USD millions): 5700
- Strategic Rationale: Expanded Invesco's product offerings and global reach, particularly in the retail investment space.
Growth Trajectory and Initiatives
Historical Growth: Requires financial data and analysis of Invesco's past performance. Examples only.
Future Projections: Requires analyst estimates for Invesco's future growth. Examples only.
Recent Initiatives: Expansion into alternative assets and digital asset management platforms
Summary
Invesco is a global asset manager with a solid ETF business, exemplified by QQQ. While it faces stiff competition and is susceptible to market volatility, its diverse product range and global presence position it for potential growth. Expense ratios need to be watched to remain competitive and acquisitions need to be integrated carefully.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings
- Company Reports
- Market Research Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Market share estimates are approximate and may vary.
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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