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IVZ
Stock ticker: NYSE
AS OF
May 30 closing price
Price
$14.46
Change
-$0.29 (-1.97%)
Capitalization
7.41B

IVZ Invesco Ltd Forecast, Technical & Fundamental Analysis

Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients... Show more

IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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A.I.Advisor
a Summary for IVZ with price predictions
May 30, 2025

IVZ in downward trend: price may decline as a result of having broken its higher Bollinger Band on May 12, 2025

IVZ broke above its upper Bollinger Band on May 12, 2025. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options. The A.I.dvisor looked at 39 similar instances where the stock broke above the upper band. In of the 39 cases the stock fell afterwards. This puts the odds of success at .

Price Prediction Chart

Technical Analysis (Indicators)

Bearish Trend Analysis

The 10-day RSI Indicator for IVZ moved out of overbought territory on May 19, 2025. This could be a bearish sign for the stock. Traders may want to consider selling the stock or buying put options. Tickeron's A.I.dvisor looked at 33 similar instances where the indicator moved out of overbought territory. In of the 33 cases, the stock moved lower in the following days. This puts the odds of a move lower at .

The Momentum Indicator moved below the 0 level on May 23, 2025. You may want to consider selling the stock, shorting the stock, or exploring put options on IVZ as a result. In of 95 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for IVZ turned negative on May 23, 2025. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 51 similar instances when the indicator turned negative. In of the 51 cases the stock turned lower in the days that followed. This puts the odds of success at .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where IVZ declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

Bullish Trend Analysis

The Stochastic Oscillator suggests the stock price trend may be in a reversal from a downward trend to an upward trend. of 62 cases where IVZ's Stochastic Oscillator exited the oversold zone resulted in an increase in price. Tickeron's analysis proposes that the odds of a continued upward trend are .

IVZ moved above its 50-day moving average on May 08, 2025 date and that indicates a change from a downward trend to an upward trend.

The 10-day moving average for IVZ crossed bullishly above the 50-day moving average on May 13, 2025. This indicates that the trend has shifted higher and could be considered a buy signal. In of 19 past instances when the 10-day crossed above the 50-day, the stock continued to move higher over the following month. The odds of a continued upward trend are .

Following a 3-day Advance, the price is estimated to grow further. Considering data from situations where IVZ advanced for three days, in of 314 cases, the price rose further within the following month. The odds of a continued upward trend are .

The Aroon Indicator entered an Uptrend today. In of 210 cases where IVZ Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Fundamental Analysis (Ratings)

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (0.700) is normal, around the industry mean (2.731). P/E Ratio (12.269) is within average values for comparable stocks, (26.281). Projected Growth (PEG Ratio) (1.599) is also within normal values, averaging (3.172). Dividend Yield (0.049) settles around the average of (0.071) among similar stocks. P/S Ratio (1.316) is also within normal values, averaging (11.847).

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating well-balanced risk and returns. The average Profit vs. Risk Rating rating for the industry is 67, placing this stock slightly better than average.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating fairly steady price growth. IVZ’s price grows at a lower rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating weak sales and an unprofitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to worse than average earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

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IVZ
Daily Signalchanged days ago
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A.I. Advisor
published Earnings

IVZ is expected to report earnings to fall 12.59% to 38 cents per share on July 29

Invesco Ltd IVZ Stock Earnings Reports
Q2'25
Est.
$0.38
Q1'25
Beat
by $0.04
Q4'24
Beat
by $0.04
Q3'24
Beat
by $0.01
Q2'24
Beat
by $0.03
The last earnings report on April 22 showed earnings per share of 43 cents, beating the estimate of 40 cents. With 5.14M shares outstanding, the current market capitalization sits at 7.41B.
A.I.Advisor
published Dividends

IVZ is expected to pay dividends on June 03, 2025

Invesco Ltd IVZ Stock Dividends
A dividend of $0.21 per share will be paid with a record date of June 03, 2025, and an ex-dividend date of May 14, 2025. The last dividend of $0.20 was paid on March 04. Read more...
A.I. Advisor
published General Information

General Information

a provider of investment management services

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
Investment Managers
Address
1331 Spring Street
Phone
+1 404 892-0896
Employees
8500
Web
https://www.invesco.com
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IVZ and Stocks

Correlation & Price change

A.I.dvisor indicates that over the last year, IVZ has been closely correlated with JHG. These tickers have moved in lockstep 84% of the time. This A.I.-generated data suggests there is a high statistical probability that if IVZ jumps, then JHG could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
-1.97%
JHG - IVZ
84%
Closely correlated
-1.92%
AMG - IVZ
82%
Closely correlated
-0.73%
BN - IVZ
80%
Closely correlated
+0.02%
CG - IVZ
79%
Closely correlated
-1.48%
KKR - IVZ
78%
Closely correlated
-0.71%
More

Groups containing IVZ

Correlation & Price change

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To IVZ
1D Price
Change %
IVZ100%
-1.97%
IVZ
(29 stocks)
89%
Closely correlated
-0.74%