A Closer Look at 9 Analyst Recommendations For Invesco

What the experts are saying about Invesco IVZ in recent reports within the last quarter:

Bullish Somewhat Bullish Indifferent Somewhat Bearish Bearish
Total Ratings 0 1 8 0 0
Last 30D 0 0 1 0 0
1M Ago 0 1 1 0 0
2M Ago 0 0 3 0 0
3M Ago 0 0 3 0 0

Discover the 12-month price targets set by 9 analysts for Invesco in the last quarter. The average target is $15.64, with a high estimate of $20.00 and a low estimate of $14.00.

Learn about 9 analysts' views on Invesco over the past 3 months. Increased bullish ratings reflect positive sentiment, while increased bearish ratings suggest a negative outlook.

price target chart

This current average has decreased by 2.07% from the previous average price target of $15.97.

Breaking Down Analyst Ratings: A Detailed Examination

Delve into the insights of financial experts and analysts as we provide a comprehensive breakdown of their recent evaluations for Invesco. Our Ratings Table below offers a detailed overview of the decisions made by key analysts, their current ratings, and price targets. Understanding how these experts perceive the company can yield valuable insights into potential market trends and investor sentiment.

Analyst Analyst Firm Action Taken Rating Current Price Target Prior Price Target
Kenneth Lee RBC Capital Maintains Sector Perform $14.00 -
Robert Lee Keefe, Bruyette & Woods Raises Outperform $20.00 $15.50
Alexander Blostein Goldman Sachs Raises Neutral $15.50 $13.75
Kenneth Worthington JP Morgan Raises Neutral $15.50 $15.00
Alexander Blostein Goldman Sachs Lowers Neutral $14.00 $15.50
Michael Cyprys Morgan Stanley Lowers Equal-Weight $15.00 $16.00
Brian Bedell Deutsche Bank Lowers Hold $15.00 $16.00
Michael Cyprys Morgan Stanley Lowers Equal-Weight $16.00 $17.00
Christopher Allen Citigroup Lowers Neutral $15.75 $19.00

Key Insights:

  • Action Taken: In response to dynamic market conditions and company performance, analysts update their recommendations. Whether they 'Maintain', 'Raise', or 'Lower' their stance, it signifies their reaction to recent developments related to Invesco. This insight gives a snapshot of analysts' perspectives on the current state of the company.
  • Rating: Analyzing trends, analysts offer qualitative evaluations, ranging from 'Outperform' to 'Underperform'. These ratings convey 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.

Capture valuable insights into Invesco's market standing by understanding these analyst evaluations alongside pertinent financial indicators. Stay informed and make strategic decisions with our Ratings Table.

Stay up to date on Invesco analyst ratings.

Discovering Invesco: A Closer Look

Invesco provides investment-management services to retail (63% of managed assets) and institutional (37%) clients. At the end of October 2023, the firm had $1.451 trillion in assets under management spread among its equity (49% of AUM), balanced (4%), fixed-income (21%), alternative investment (12%), and money market (14%) operations. Passive products account for 35% of Invesco's total AUM, including 62% 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 28% of its AUM sourced from Europe, Africa, and the Middle East (13%) and Asia (15%).

A Deep Dive into Invesco's Financials

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 30 September, 2023, the company experienced a decline of approximately -0.26% 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 averages, indicating potential challenges in maintaining strong profitability. With a net margin of 9.11%, 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 1.16%, the company may face hurdles in achieving optimal financial returns.

Return on Assets (ROA): Invesco's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.45%, the company may encounter challenges in delivering satisfactory returns from its assets.

Debt Management: The company maintains a balanced debt approach with a debt-to-equity ratio below industry norms, standing at 0.75.

The Core of Analyst Ratings: What Every Investor Should Know

Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.

Some analysts will also offer forecasts for metrics like growth estimates, earnings, and revenue to provide further guidance on stocks. Investors who use analyst ratings should note that this specialized advice comes from humans and may be subject to error.

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

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