Invesco Ltd. (IVZ)
Company Info
| ISIN | BMG491BT1088 |
|---|---|
| CUSIP | G491BT108 |
| Sector | Financial Services |
| Industry | Asset Management |
Highlights
| Market Cap | $6.60B |
|---|---|
| EPS | -$0.74 |
| PE Ratio | 12.27 |
| PEG Ratio | 1.49 |
| Revenue (TTM) | $5.77B |
| Gross Profit (TTM) | $1.90B |
| EBITDA (TTM) | $977.70M |
| Year Range | $12.13 - $18.04 |
| Target Price | $16.85 |
| Short % | 4.72% |
| Short Ratio | 3.07 |
Share Price Chart
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Compare to other instruments
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Popular comparisons: IVZ vs. QQQ, IVZ vs. SPY, IVZ vs. VOO, IVZ vs. VTV, IVZ vs. DOW, IVZ vs. UL, IVZ vs. KBWD, IVZ vs. SCHD, IVZ vs. EQWL, IVZ vs. IWM
Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Invesco Ltd., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
Invesco Ltd. had a return of -17.88% year-to-date (YTD) and -11.05% in the last 12 months. Over the past 10 years, Invesco Ltd. had an annualized return of -4.78%, while the S&P 500 had an annualized return of 10.55%, indicating that Invesco Ltd. did not perform as well as the benchmark.
| Period | Return | Benchmark |
|---|---|---|
| Year-To-Date | -17.88% | 7.26% |
| 1 month | -12.84% | -2.63% |
| 6 months | 14.85% | 22.78% |
| 1 year | -11.05% | 22.71% |
| 5 years (annualized) | -3.34% | 11.87% |
| 10 years (annualized) | -4.78% | 10.55% |
Monthly Returns Heatmap
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | -11.27% | -1.38% | 7.66% | |||||||||
| 2023 | -8.79% | -10.67% | 11.71% | 25.02% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of IVZ is 31, suggesting that the investment has average results relative to the market in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Invesco Ltd.(IVZ)
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for Invesco Ltd. (IVZ) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
Invesco Ltd. granted a 5.53% dividend yield in the last twelve months. The annual payout for that period amounted to $0.80 per share.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $0.80 | $0.79 | $0.73 | $0.67 | $0.78 | $1.23 | $1.19 | $1.15 | $1.11 | $1.06 | $0.98 | $0.85 |
Dividend yield | 5.53% | 4.41% | 4.07% | 2.89% | 4.45% | 6.84% | 7.11% | 3.15% | 3.66% | 3.17% | 2.47% | 2.33% |
Monthly Dividends
The table displays the monthly dividend distributions for Invesco Ltd.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.20 | $0.00 | |||||||||
| 2023 | $0.00 | $0.19 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 | $0.00 | $0.20 | $0.00 |
| 2022 | $0.00 | $0.17 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 | $0.00 | $0.19 | $0.00 |
| 2021 | $0.00 | $0.16 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 | $0.00 | $0.17 | $0.00 |
| 2020 | $0.00 | $0.31 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 | $0.00 | $0.16 | $0.00 |
| 2019 | $0.00 | $0.30 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 |
| 2018 | $0.00 | $0.29 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 | $0.00 | $0.30 | $0.00 |
| 2017 | $0.00 | $0.28 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 | $0.00 | $0.29 | $0.00 |
| 2016 | $0.00 | $0.27 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 |
| 2015 | $0.00 | $0.25 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 | $0.00 | $0.27 | $0.00 |
| 2014 | $0.00 | $0.23 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 | $0.00 | $0.25 | $0.00 |
| 2013 | $0.17 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 | $0.00 | $0.23 | $0.00 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below displays the maximum drawdowns of the Invesco Ltd.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Invesco Ltd. was 90.60%, occurring on Nov 20, 2008. The portfolio has not yet recovered.
The current Invesco Ltd. drawdown is 73.01%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -90.6% | Nov 6, 2000 | 2022 | Nov 20, 2008 | — | — | — |
| -65.24% | Apr 23, 1998 | 116 | Oct 6, 1998 | 354 | Mar 6, 2000 | 470 |
| -23.37% | Feb 15, 1996 | 111 | Jul 24, 1996 | 75 | Nov 12, 1996 | 186 |
| -18.19% | Apr 4, 2000 | 10 | Apr 17, 2000 | 8 | Apr 28, 2000 | 18 |
| -16.8% | May 3, 2000 | 15 | May 23, 2000 | 17 | Jun 16, 2000 | 32 |
Volatility
Volatility Chart
The current Invesco Ltd. volatility is 10.10%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Financials
Financial Performance
Income Statement
| TTM | |
|---|---|
| Revenue | |
Total Revenue | 0.00 |
Cost Of Revenue | 0.00 |
Gross Profit | 0.00 |
| Operating Expenses | |
Selling, General & Admin Expenses | 0.00 |
R&D Expenses | 0.00 |
Total Operating Expenses | 0.00 |
| Income | |
Income Before Tax | 0.00 |
Operating Income | 0.00 |
EBIT | 0.00 |
Earnings From Continuing Operations | 0.00 |
Net Income | 0.00 |
Income Tax Expense | 0.00 |
Interest Expense | 0.00 |
Other Non-Operating Income (Expenses) | 0.00 |
Extraordinary Items | 0.00 |
Discontinued Operations | 0.00 |
Effect Of Accounting Charges | 0.00 |
Non Recurring | 0.00 |
Minority Interest | 0.00 |
Other Items | 0.00 |