Invesco Ltd (IVZ) Stock: A Look at the Monthly Trend

In the past week, IVZ stock has gone up by 2.75%, with a monthly gain of 1.98% and a quarterly plunge of -2.55%. The volatility ratio for the week is 1.55%, and the volatility levels for the last 30 days are 1.62% for Invesco Ltd The simple moving average for the past 20 days is 2.06% for IVZ’s stock, with a -9.34% simple moving average for the past 200 days.

Is It Worth Investing in Invesco Ltd (NYSE: IVZ) Right Now?

The price-to-earnings ratio for Invesco Ltd (NYSE: IVZ) is above average at 11.96x. The 36-month beta value for IVZ is also noteworthy at 1.43. There are mixed opinions on the stock, with 1 analysts rating it as a “buy,” 1 rating it as “overweight,” 12 rating it as “hold,” and 1 rating it as “sell.”

The public float for IVZ is 443.93M, and at present, short sellers hold a 2.65% of that float. The average trading volume of IVZ on June 24, 2025 was 5.81M shares.

IVZ) stock’s latest price update

Invesco Ltd (NYSE: IVZ) has seen a rise in its stock price by 4608033 in relation to its previous close of 14.81. However, the company has experienced a 2.75% gain in its stock price over the last five trading sessions. fool.com reported 2025-06-21 that The Vanguard Growth ETF (VUG -0.51%) is one of the most popular exchange-traded funds (ETFs) around, and it’s a great choice for many investors. The ETF tracks the performance of the CRSP US Large Cap Growth Index, which includes stocks representing the growth side of the S&P 500.

Analysts’ Opinion of IVZ

Many brokerage firms have already submitted their reports for IVZ stocks, with TD Cowen repeating the rating for IVZ by listing it as a “Hold.” The predicted price for IVZ in the upcoming period, according to TD Cowen is $13 based on the research report published on April 09, 2025 of the current year 2025.

Wells Fargo, on the other hand, stated in their research note that they expect to see IVZ reach a price target of $16. The rating they have provided for IVZ stocks is “Underweight” according to the report published on September 12th, 2024.

Barclays gave a rating of “Equal Weight” to IVZ, setting the target price at $18 in the report published on August 27th of the previous year.

IVZ Trading at 4.15% from the 50-Day Moving Average

After a stumble in the market that brought IVZ to its low price for the period of the last 52 weeks, the company was unable to rebound, for now settling with -23.63% of loss for the given period.

Stock Fundamentals for IVZ

Current profitability levels for the company are sitting at:

  • 0.15 for the present operating margin
  • 0.48 for the gross margin

The net margin for Invesco Ltd stands at 0.13. The total capital return value is set at 0.03. Equity return is now at value 5.50, with 2.86 for asset returns.

Currently, EBITDA for the company is 1.24 billion with net debt to EBITDA at -1.52. When we switch over and look at the enterprise to sales, we see a ratio of 0.79. The receivables turnover for the company is 7.7for trailing twelve months and the total asset turnover is 0.22. The liquidity ratio also appears to be rather interesting for investors as it stands at 1.36.

Conclusion

In summary, Invesco Ltd (IVZ) has had a mixed performance as of late. Analysts have mixed opinions on the stock, with some viewing it as a “buy” and others as a “hold”. It is worth mentioning that the stock is currently trading in close proximity to its 50-day moving average and its 52-week high.

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