Analyst Ratings For Invesco

12 analysts have shared their evaluations of Invesco IVZ during the recent three months, expressing a mix of bullish and bearish perspectives.

The table below offers a condensed view of their recent ratings, showcasing the changing sentiments over the past 30 days and comparing them to the preceding months.

Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $17.81, a high estimate of $21.00, and a low estimate of $16.00. This upward trend is evident, with the current average reflecting a 3.13% increase from the previous average price target of $17.27.

Decoding Analyst Ratings: A Detailed Look

The perception of Invesco by financial experts is analyzed through recent analyst actions. The following summary presents key analysts, their recent evaluations, and adjustments to ratings and price targets.

Key Insights:

• Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Invesco. This information provides a snapshot of how analysts perceive the current state of the company.
• Rating: Offering a comprehensive view, analysts assess stocks qualitatively, spanning from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Invesco compared to the broader market.
• Price Targets: Analysts explore the dynamics of price targets, providing estimates for the future value of Invesco's stock. This examination reveals shifts in analysts' expectations over time.

Analyzing these analyst evaluations alongside relevant financial metrics can provide a comprehensive view of Invesco's market position. Stay informed and make data-driven decisions with the assistance of our Ratings Table.

Stay up to date on Invesco analyst ratings.

Delving into Invesco's Background

Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of January 2024, the firm had $1.584 trillion in assets under management spread among its equity (53% of AUM), balanced (4%), fixed-income (20%), alternative investment (11%), and money market (12%) operations. Passive products account for 38% of Invesco's total AUM, including 63% of the company's equity operations and 14% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).

Breaking Down Invesco's Financial Performance

Market Capitalization Analysis: Below industry benchmarks, the company's market capitalization reflects a smaller scale relative to peers. This could be attributed to factors such as growth expectations or operational capacity.

Negative Revenue Trend: Examining Invesco's financials over 3 months reveals challenges. As of 31 December, 2023, the company experienced a decline of approximately -2.08% in revenue growth, reflecting a decrease in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Financials sector.

Net Margin: Invesco's net margin is below industry standards, pointing towards difficulties in achieving strong profitability. With a net margin of -52.52%, the company may encounter challenges in effective cost control.

Return on Equity (ROE): Invesco's ROE is below industry averages, indicating potential challenges in efficiently utilizing equity capital. With an ROE of -6.8%, the company may face hurdles in achieving optimal financial returns.

Return on Assets (ROA): Invesco's ROA is below industry averages, indicating potential challenges in efficiently utilizing assets. With an ROA of -2.54%, the company may face hurdles in achieving optimal financial returns.

Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.85.

The Core of Analyst Ratings: What Every Investor Should Know

Experts in banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their comprehensive research involves attending company conference calls and meetings, analyzing financial statements, and engaging with insiders to generate what are known as analyst ratings for stocks. Typically, analysts assess and rate each stock once per quarter.

Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.

This article was generated by Benzinga's automated content engine and reviewed by an editor.