Where Invesco Stands With Analysts

Providing a diverse range of perspectives from bullish to bearish, 6 analysts have published ratings on Invesco IVZ in the last three months.

In the table below, you'll find a summary of their recent ratings, revealing the shifting sentiments over the past 30 days and comparing them to the previous months.

Analysts have set 12-month price targets for Invesco, revealing an average target of $17.25, a high estimate of $18.00, and a low estimate of $16.75. A negative shift in sentiment is evident as analysts have decreased the average price target by 1.88%.

Interpreting Analyst Ratings: A Closer Look

In examining recent analyst actions, we gain insights into how financial experts perceive Invesco. The following summary outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.

Key Insights:

• Action Taken: Analysts frequently update their recommendations based on evolving market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their reaction to recent developments related to Invesco. This information provides a snapshot of how analysts perceive the current state of the company.
• Rating: Providing a comprehensive analysis, analysts offer qualitative assessments, ranging from 'Outperform' to 'Underperform'. These ratings reflect expectations for the relative performance of Invesco compared to the broader market.
• Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Invesco's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.

To gain a panoramic view of Invesco's market performance, explore these analyst evaluations alongside essential financial indicators. Stay informed and make judicious decisions using our Ratings Table.

Stay up to date on Invesco analyst ratings.

About Invesco

Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of March 2024, the firm had $1.663 trillion in assets under management spread among its equity (54% of AUM), balanced (4%), fixed-income (20%), alternative investment (10%), and money market (12%) operations. Passive products account for 40% of Invesco's total AUM, including 65% of the company's equity operations and 15% 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%).

Invesco's Economic Impact: An Analysis

Market Capitalization Analysis: Reflecting a smaller scale, the company's market capitalization is positioned below industry averages. 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. In comparison to its industry peers, the company trails behind with a growth rate lower than the average among peers in the Financials sector.

Net Margin: Invesco's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of -52.52%, the company may face hurdles in effective cost management.

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): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of -2.54%, the company may need to address challenges in generating satisfactory returns from its assets.

Debt Management: With a below-average debt-to-equity ratio of 0.85, Invesco adopts a prudent financial strategy, indicating a balanced approach to debt management.

Analyst Ratings: What Are They?

Ratings come from analysts, or specialists within banking and financial systems that report for specific stocks or defined sectors (typically once per quarter for each stock). Analysts usually derive their information from company conference calls and meetings, financial statements, and conversations with important insiders to reach their decisions.

Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.

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