IVZIVZFinancial Services · Asset Management

IVZ Stock Forecast: Invesco Ltd. Price Predictions for 2026-2027

Last close, 29 Oct 2026
$29
+1.19% on the day

The 15 Wall Street analysts covering Invesco Ltd. hold a median 12-month price target of $35 — +20.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 76 of 100 as at 29 Oct 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$12.7B
Ticker Nerd rank
76/ 100
Median analyst target
$35
Analysts covering
15
Revenue$1.8B+20.5% y/y
Operating income$364.2M
Net income$338.9M
Free cash flow$703.7M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
+0.8%
1M
−4.6%
YTD
+13.0%
1Y
+24.2%
From 52W high
−12.9%
From 52W low
+32.2%
$22
$33
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

IVZ stock analysis: one number for the whole business

Consensus tells you what everyone already believes. The model scores Invesco Ltd. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.

Where the model ranks itAs at 29 Oct 2026
76/ 100

Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested

Issuance
98
Momentum
88
Volatility
75
Growth
74
Accruals
67
Value
65
Quality
50
Revisions
42
Size
13

Issuance (98): The share count has been shrinking and the company is not leaning on new borrowing.

Revisions (42): Analysts have, on balance, been cutting their forecasts.

Size (13): Larger than most of the companies we track — more scrutinised, less often mispriced.

Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.

Wall Street

IVZ stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on IVZ, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$20$25$30$35$40Jan 26Apr 26Jul 26Oct 26IVZHigh $41Median $35Low $30

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Data provided by Twelve Data

What Wall Street says15 analysts
6 Buy9 Hold0 Sell
Low $30Median $35High $41

The green dot is the last close — the median target sits +20.6% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 9 moved their price target up and 2 moved it down.

DateFirmActionRatingTarget
28 Oct 2026BarclaysMaintainsEqual-Weight$32 → $33
22 Oct 2026Morgan StanleyMaintainsEqual-Weight$31 → $32
13 Oct 2026BMO CapitalMaintainsOutperform$34 → $36
13 Oct 2026BMO CapitalMaintainsOutperform—
12 Oct 2026TD CowenMaintainsBuy—
12 Oct 2026TD CowenMaintainsBuy$39 → $38
9 Oct 2026Evercore ISI GroupMaintainsIn-Line$37 → $34
9 Oct 2026Evercore ISI GroupMaintainsIn-Line—
9 Oct 2026RBC CapitalMaintainsOutperform$35 → $36
9 Oct 2026RBC CapitalMaintainsOutperform—
7 Oct 2026UBSAssumesBuy$21 → $41
25 Sept 2026Morgan StanleyMaintainsEqual-Weight$30 → $31
25 Sept 2026Morgan StanleyMaintainsEqual-Weight—
9 Sept 2026Evercore ISI GroupMaintainsIn-Line$35 → $37
9 Sept 2026Evercore ISI GroupMaintainsIn-Line—
13 Aug 2026TD CowenMaintainsBuy$37 → $39
13 Aug 2026TD CowenMaintainsBuy—
10 Aug 2026Evercore ISI GroupMaintainsIn-Line$33 → $35
10 Aug 2026Evercore ISI GroupMaintainsIn-Line—
29 July 2026BarclaysMaintainsEqual-Weight—

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

IVZ appears in the Radar on the weeks it earns a place.

  • Market Radar, every Monday: the week's biggest rank moves across ~4,600 US stocks, and the reason for each.
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Performance

IVZ vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 29 Oct 2026, Invesco Ltd. returned +24.2% against +13.1% for the S&P 500, dividends included.

IVZ vs S&P 500, last 12 monthsTotal return, rebased to 100
90100110120130140Jan 26Apr 26Jul 26Oct 26IVZS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

IVZ analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+0.8%
Analysts raising
3
Analysts cutting
4
Fundamentals

Invesco Ltd. (IVZ) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
19.3×

Cheaper than 39% of US stocks

Price / sales
1.8×

Cheaper than 54% of US stocks

Price / book
1.0×

Cheaper than 69% of US stocks

EV / EBITDA
9.0×

Cheaper than 41% of US stocks

Growth & margins
Revenue growth (YoY)
14.2%

Higher than 62% of US stocks

Earnings growth (YoY)
−4.1%

Higher than 31% of US stocks

Gross margin
35.7%

Higher than 43% of US stocks

Operating margin
23.3%

Higher than 83% of US stocks

Net margin
−1.1%

Higher than 28% of US stocks

Returns & dividend
Return on equity
−0.6%

Higher than 43% of US stocks

Return on assets
3.3%

Higher than 67% of US stocks

Dividend yield
2.9%

Higher than 86% of US dividend payers

Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.

Key statistics

Invesco Ltd. (IVZ) statistics: revenue, profit & scale

The headline figures, each with its date. Every row carries its own link — cite it straight from here.

  • Invesco Ltd. has a market value of $12.7B and an enterprise value of $14.2B.

  • Revenue in the twelve months to 30 June 2026: $6.9B. The latest quarter grew 14.2% year on year.

  • Net income over the same four quarters: −$81.5M, a −1.2% net margin.

  • Diluted earnings per share, trailing twelve months: $−0.70.

  • Free cash flow in the twelve months to 30 June 2026: $1.9B.

  • Invesco Ltd. spent $764.6M on share buybacks and $545.7M on dividends in the twelve months to 30 June 2026.

  • Shares outstanding: 441.5M.

  • Trailing P/E: 19.3×; forward P/E: 8.9× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 2.94%, paying out 56% of earnings.

  • Invesco Ltd. employs 7,499 people — $920K of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 29 Oct 2026

Data provided by Twelve Data

Peers

IVZ vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelAsset Management
CompanyMarket capTKN rank
IVZInvesco Ltd.$12.7B76
SEICSEI Investments Co.$12.6B90
CGThe Carlyle Group Inc.$14.6B28
AMGAffiliated Managers Group, Inc.$10.6B95
EQHEquitable Holdings, Inc.$15.6B21
CRBGCorebridge Financial, Inc.$16.1B62
OWLBlue Owl Capital, Inc.$16.2B38

Look up any of the roughly 4,600 stocks we score.

The rank is the raw material. Whether the rules would actually own Invesco Ltd. — and when they’d sell — is the membership. See the Ticker Nerd 20 →

News

Latest IVZ news & analysis

Invesco Q3 Earnings Call Highlights

MarketBeat · 27 Oct 2026positive

Invesco reported $35.1 billion in third-quarter net long-term inflows, equivalent to 6.3% annualized organic growth. Growth in ETFs, index products, multi-asset strategies and international markets helped lift assets under management above $2.5 trillion.

Why it matters — The figures give IVZ watchers an update on inflows, organic growth and assets under management.

Invesco Ltd. (IVZ) Q3 2026 Earnings Call Transcript

Seeking Alpha · 27 Oct 2026neutral

Seeking Alpha published a transcript of Invesco Ltd.’s Q3 2026 earnings call, held October 27, 2026. The excerpt identifies company participants, including CEO Andrew Schlossberg and CFO Allison Dukes.

Why it matters — The call transcript is a source for IVZ watchers seeking management’s discussion of the company’s quarterly results, though the excerpt provides no details on that discussion.

Invesco Q3 Earnings Miss Estimates Despite Y/Y Revenue & AUM Growth

Zacks Investment Research · 27 Oct 2026negative

Invesco’s Q3 earnings and revenues increased year over year, supported by higher average AUM and QQQ revenues, but earnings missed estimates. Rising expenses remained a headwind.

Why it matters — IVZ watchers may note the contrast between year-over-year growth and the earnings miss, along with pressure from rising expenses.

Compared to Estimates, Invesco (IVZ) Q3 Earnings: A Look at Key Metrics

Zacks Investment Research · 27 Oct 2026neutral

Zacks Investment Research says Invesco's Q3 revenue and EPS offer a view of performance for the quarter ended September 2026, and highlights comparing key metrics with Wall Street estimates and year-ago figures.

Why it matters — Those comparisons provide additional context for IVZ watchers assessing the quarter's results.

FAQ

Frequently asked questions about IVZ stock

What is the IVZ stock price forecast for 2026-2027?

The 15 Wall Street analysts covering Invesco Ltd. have a median 12-month price target of $35, with estimates ranging from $30 to $41. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is IVZ stock a buy right now?

Of the 15 analysts covering Invesco Ltd., 6 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Invesco Ltd. 76 out of 100 across roughly 4,600 US stocks as at 29 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IVZ?

As at 29 Oct 2026, Invesco Ltd. ranks 76 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (98 of 100).

Will IVZ stock go up?

No one can know that. What the data says: the median 12-month target from 15 analysts implies +20.6% from the last close, and Ticker Nerd's factor model ranks Invesco Ltd. 76 out of 100 as at 29 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the IVZ stock forecast for 2030?

No analyst covering Invesco Ltd. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for IVZ are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $30 to $41 over the next 12 months.

How has IVZ stock performed over the past year?

Invesco Ltd. returned +24.2% over the 12 months to 29 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Invesco Ltd. do?

Invesco Ltd. is a global investment management company that provides a broad range of asset management services to retail and institutional clients.

What is the latest news on IVZ?

The most recent item we track (MarketBeat, 27 Oct 2026): "Invesco Q3 Earnings Call Highlights". Invesco reported $35.1 billion in third-quarter net long-term inflows, equivalent to 6.3% annualized organic growth. Growth in ETFs, index products, multi-asset strategies and international markets helped lift assets under management above $2.5 trillion.

Company

About Invesco Ltd.

Invesco Ltd. is a global investment management company that provides a broad range of asset management services to retail and institutional clients. Invesco offers actively managed and passive investment products, including mutual funds, exchange-traded funds, separately managed accounts, model portfolios, retirement solutions, and alternative investment strategies. The firm serves a diverse client base such as individual investors, financial advisers, pension plans, insurance companies, corporations, and public institutions across multiple regions. Its business centers on portfolio construction, fund management, and investment consulting across equity, fixed income, multi-asset, and private-market strategies. Headquartered in Atlanta, Georgia, and established in 1935, Invesco is recognized for its wide product lineup and international presence in the asset management industry.

CEO Mr. Andrew Ryan Schlossberg · 7,499 employees · United States · https://www.invesco.com/corporate/en/home.html