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IVZ
Stock ticker: NYSE
AS OF
May 16 closing price
Price
$15.44
Change
+$0.12 (+0.78%)
Capitalization
7.41B

IVZ stock forecast, quote, news & 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
published price charts
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A.I.Advisor
a Summary for IVZ with price predictions
May 16, 2025

Aroon Indicator for IVZ shows an upward move is likely

IVZ's Aroon Indicator triggered a bullish signal on May 16, 2025. Tickeron's A.I.dvisor detected that the AroonUp green line is above 70 while the AroonDown red line is below 30. When the up indicator moves above 70 and the down indicator remains below 30, it is a sign that the stock could be setting up for a bullish move. Traders may want to buy the stock or look to buy calls options. A.I.dvisor looked at 216 similar instances where the Aroon Indicator showed a similar pattern. In of the 216 cases, the stock moved higher in the days that followed. This puts the odds of a move higher at .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Momentum Indicator moved above the 0 level on April 22, 2025. You may want to consider a long position or call options on IVZ as a result. In of 93 past instances where the momentum indicator moved above 0, the stock continued to climb. The odds of a continued upward trend are .

The Moving Average Convergence Divergence (MACD) for IVZ just turned positive on April 22, 2025. Looking at past instances where IVZ's MACD turned positive, the stock continued to rise in of 51 cases over the following month. 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 .

Bearish Trend Analysis

The RSI Indicator demonstrates that the ticker has stayed in the overbought zone for 4 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.

The Stochastic Oscillator demonstrated that the ticker has stayed in the overbought zone for 16 days. The longer the ticker stays in the overbought zone, the sooner a price pull-back is expected.

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 .

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.

Fundamental Analysis (Ratings)

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is slightly undervalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

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 (2.767). 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 (11.790).

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

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 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.

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.

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 Highlights

Notable companies

The most notable companies in this group are Ares Capital Corp (NASDAQ:ARCC), AMTD IDEA Group (NYSE:AMTD), WisdomTree (NYSE:WT).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 6.07B. The market cap for tickers in the group ranges from 57 to 124.17B. BLK holds the highest valuation in this group at 124.17B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was 2%. For the same Industry, the average monthly price growth was 9%, and the average quarterly price growth was 4%. DEFG experienced the highest price growth at 37%, while SVVC experienced the biggest fall at -20%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was 2%. For the same stocks of the Industry, the average monthly volume growth was -21% and the average quarterly volume growth was -52%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 38
P/E Growth Rating: 55
Price Growth Rating: 55
SMR Rating: 67
Profit Risk Rating: 67
Seasonality Score: 25 (-100 ... +100)
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IVZ
Daily Signalchanged days ago
Gain/Loss if bought
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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