IVZIVZFinancial Services · Asset Management

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

Last close, 14 Aug 2026
$33
+0.59% on the day

The 13 Wall Street analysts covering Invesco Ltd. hold a median 12-month price target of $34 — +2.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 88 of 100 as at 15 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.

Market cap
$14.4B
Ticker Nerd rank
88 / 100
Median analyst target
$34
Analysts covering
13
Total return, dividends reinvested
1W
+3.1%
1M
+13.3%
YTD
+25.9%
1Y
+56.3%
From 52W high
0.0%
From 52W low
+61.4%
$20
$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 15 Aug 2026
88 / 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
98
Volatility
79
Growth
75
Revisions
69
Accruals
68
Value
59
Quality
45
Size
13

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

Quality (45): Profits are thin or unreliable for the size of the business, or they are not turning into cash.

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 quant trader with fourteen 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$40Oct 25Jan 26Apr 26Jul 26IVZHigh $38Median $34Low $29

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

What Wall Street says13 analysts
4 Buy9 Hold0 Sell
Low $29Median $34High $38

The green dot is the last close — the median target sits +2.9% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 9 moved their price target up and 0 moved it down.

DateFirmActionRatingTarget
13 Aug 2026TD CowenMaintainsBuy$37$39
10 Aug 2026Evercore ISI GroupMaintainsIn-Line$33$35
29 July 2026BarclaysMaintainsEqual-Weight$31$32
29 July 2026BarclaysMaintainsEqual-Weight
29 July 2026JP MorganMaintainsNeutral
29 July 2026JP MorganMaintainsNeutral$29$30
29 July 2026RBC CapitalMaintainsOutperform
29 July 2026RBC CapitalMaintainsOutperform$33$35
23 July 2026RBC CapitalMaintainsOutperform$31$33
23 July 2026RBC CapitalMaintainsOutperform
17 July 2026Morgan StanleyMaintainsEqual-Weight$29$30
17 July 2026Morgan StanleyMaintainsEqual-Weight
14 July 2026BarclaysMaintainsEqual-Weight
14 July 2026BarclaysMaintainsEqual-Weight$26$31
10 July 2026Evercore ISI GroupMaintainsIn-Line
10 July 2026Evercore ISI GroupMaintainsIn-Line$31$32
2 July 2026RBC CapitalReiteratesOutperform
26 June 2026Morgan StanleyMaintainsEqual-Weight
8 June 2026Evercore ISI GroupMaintainsIn-Line
8 June 2026TD CowenMaintainsBuy

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.

Computed off the Friday close and sent before the US open.

Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. IVZ appears on the weeks it earns a place.

Free, every Monday. Unsubscribe any time.

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
+7.9%
Analysts raising
10
Analysts cutting
0
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 40% of US stocks

Price / sales
2.1×

Cheaper than 52% of US stocks

Price / book
1.4×

Cheaper than 58% of US stocks

EV / EBITDA
12.9×

Cheaper than 30% of US stocks

Growth & margins
Revenue growth (YoY)
20.5%

Higher than 70% of US stocks

Earnings growth (YoY)
88.0%

Higher than 83% of US stocks

Gross margin
35.7%

Higher than 44% of US stocks

Operating margin
20.0%

Higher than 79% of US stocks

Net margin
−0.9%

Higher than 29% of US stocks

Returns & dividend
Return on equity
−0.6%

Higher than 43% of US stocks

Return on assets
2.9%

Higher than 65% of US stocks

Dividend yield
2.6%

Higher than 59% of US dividend payers

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

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.$14.4B
88
EQHEquitable Holdings, Inc.$15.2B
25
CRBGCorebridge Financial, Inc.$15.7B
43
SEICSEI Investments Co.$13.0B
91
PSPershing Square, Inc.$16.3B
3
BENFranklin Resources, Inc.$17.6B
87
CGThe Carlyle Group Inc.$17.8B
32

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

5 Undervalued Price-to-Book Stocks Worth Buying in August

Zacks Investment Research · 13 Aug 2026positive

Zacks Investment Research highlighted Invesco among undervalued stocks with low price-to-book ratios in its August list, which also included BioMarin, Centene, HPE and Gibraltar Industries.

Why it matters — The mention positions Invesco as a stock with a historically low price-to-book valuation, which IVZ watchers may find relevant when assessing its current market value.

Here's Why Invesco (IVZ) is a Strong Value Stock

Zacks Investment Research · 11 Aug 2026positive

Zacks Investment Research highlights Invesco (IVZ) as a strong value stock, noting that its Style Scores are used to identify top-rated stocks based on investing style. The piece points to Invesco's value characteristics as a reason for investors to take notice.

Why it matters — A positive style-score assessment may signal to IVZ watchers how the stock is positioned among value-oriented investment options.

Invesco Ltd. Announces July 31, 2026 Assets Under Management

PRNewsWire · 11 Aug 2026negative

Invesco Ltd. announced preliminary month-end assets under management of $2,447.1 billion as of July 31, 2026, a decrease of 0.9% versus the previous month-end. The figures were released via PRNewswire on August 11, 2026.

Why it matters — AUM is a key revenue driver for asset managers, so a monthly decline is relevant for investors tracking Invesco's business momentum.

Invesco Hits a New 52-Week High: Is There Further Upside Potential?

Zacks Investment Research · 10 Aug 2026positive

Invesco (IVZ) reached a new 52-week high, supported by strong assets under management growth, record inflows, and improving earnings prospects, according to Zacks Investment Research, which also noted expense and valuation concerns.

Why it matters — IVZ watchers would care because the stock hitting a 52-week high on strong AUM growth and record inflows signals improving company momentum, even as expense and valuation concerns persist.

Boost Your Portfolio Returns With These 4 Top-Ranked Liquid Stocks

Zacks Investment Research · 10 Aug 2026positive

Zacks Investment Research identified IVZ as one of four top-ranked liquid stocks, noting it possesses strong liquidity, growth attributes and operational efficiency. The item highlights IVZ alongside HUBS, HNGE and PGNY as making the cut for this list.

Why it matters — The mention signals that an external research source recognises Invesco's liquidity and operational efficiency as strengths, which may draw attention to the stock among investors.

FAQ

Frequently asked questions about IVZ stock

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

The 13 Wall Street analysts covering Invesco Ltd. have a median 12-month price target of $34, with estimates ranging from $29 to $38. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.

Is IVZ stock a buy right now?

Of the 13 analysts covering Invesco Ltd., 4 rate it a Buy, 9 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Invesco Ltd. 88 out of 100 across roughly 4,600 US stocks as at 15 Aug 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank IVZ?

As at 15 Aug 2026, Invesco Ltd. ranks 88 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 13 analysts implies +2.9% from the last close, and Ticker Nerd's factor model ranks Invesco Ltd. 88 out of 100 as at 15 Aug 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: $29 to $38 over the next 12 months.

How has IVZ stock performed over the past year?

Invesco Ltd. returned +56.3% over the 12 months to 14 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Invesco Ltd. do?

Invesco Ltd. is a global independent investment management firm headquartered in Atlanta, Georgia, founded in 1935.

What is the latest news on IVZ?

The most recent item we track (Zacks Investment Research, 13 Aug 2026): "5 Undervalued Price-to-Book Stocks Worth Buying in August". Zacks Investment Research highlighted Invesco among undervalued stocks with low price-to-book ratios in its August list, which also included BioMarin, Centene, HPE and Gibraltar Industries.

Company

About Invesco Ltd.

Invesco Ltd. is a global independent investment management firm headquartered in Atlanta, Georgia, founded in 1935. The company focuses on providing diversified asset management solutions to both retail and institutional clients worldwide, covering a broad spectrum of investment needs. Invesco offers a wide range of products, including mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans, enabling access to equity, fixed income, money market, balanced, and alternative strategies. A significant share of its assets is managed through passive products, alongside actively managed strategies, positioning the firm across core and specialized mandates for financial advisors, institutions, and individual investors. Invesco operates across major global markets, with a meaningful portion of its assets sourced from Europe, the Middle East, Africa, and Asia, reflecting its international reach. Within the asset management industry, it ranks among the larger US-based managers by assets under management and maintains a prominent presence in the US retail fund market as one of the major nonproprietary fund complexes.

CEO Mr. Andrew Ryan Schlossberg · 7,405 employees · United States · https://www.invesco.com/corporate/en/home.html