IVZ · NYSE · STOCK
Invesco (IVZ) Stock Analysis
$32.56
52W $20.48 – $32.66
58/100
$14.43B
-47.9
1.60
Is IVZ Bullish or Bearish?
Bullish.
Innellis AI committee rates Invesco (IVZ) Buy with a composite score of 58/100
, based on 6 analysts with 50% agreement.
Last updated August 17, 2026.
What Would Change This View
- Upgrade to Strong Buy
- Requires a committee score of 75.0 — +17.46 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Watch
- Requires the score to fall below 55.0 — -2.54 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — current ratio of 0.80 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.
Bull & Bear Case
Bull Case
- Price-to-book of 1.0x is a discount to asset value — Value
- Dividend yield of 2.6% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Trend and market structure agree -- coherent bullish picture — Technical
Bear Case
- ROE of only -0.5% -- cheap may mean cheap for a reason — Value
- Revenue declining -14.5% YoY -- this is not a growth story right now — Growth
- RSI at 72 is in overbought territory — Technical
- Weekly RSI at 76 -- overbought on the larger timeframe too — Technical
- Current ratio of 0.80 is tight -- limited short-term liquidity cushion — Risk
- Bollinger bandwidth of 15.9% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of August 17, 2026
Overall Committee Score
58/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 80%
of 209 Financial Services peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.0x is a discount to asset value
− ROE of only -0.5% -- cheap may mean cheap for a reason
Growth Analyst
neutral
50
/ 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -14.5% YoY -- this is not a growth story right now
Technical Analyst
bullish
61
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− RSI at 72 is in overbought territory
Risk Analyst
bearish
35
/ 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.80 is tight -- limited short-term liquidity cushion
Macro Analyst
bullish
80
/ 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst
bullish
64
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.20 across 61 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2963.04)
Investment Thesis Evolution
Committee score moved marginally from 57.5 to 57.5.
- New bearish signals: 1 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 1 appeared.
- Bearish pressure eased: 1 signal(s) disappeared.
Analyst-level changes:
- Portfolio Manager: +1 bearish signal(s).
- Value Analyst: +1 bullish signal(s).
Comparing 2026-08-16 to 2026-08-17 (1 day apart).
Technical Analysis
RSI (14)
71.8
Overbought
MACD Histogram
0.104
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.87
Inside Bands
Price vs Moving Averages
EMA 9
$31.68
Above
EMA 21
$30.78
Above
EMA 50
$29.42
Above
EMA 200
$26.37
Above
Fundamental Analysis
Valuation
100
Growth
84
Profitability
25
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio
-47.9×
P/B Ratio
1.18×
PEG Ratio
0.12
Dividend Yield
2.61%
52W High
$32.66
52W Low
$20.48
Quality & Growth
ROE
-230.3%
ROA
-104.0%
Gross Margin
6742.5%
Operating Margin
-709.6%
Revenue Growth YoY
—
Debt / Equity
0.13
AI Fundamental Assessment
P/E ratio of -47.9 (inexpensive relative to a 15-40x range); Price-to-book of 1.2x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -2.3%; Return on assets of -1.0%; Net margin of -0.9%; Gross margin of 67.4%; Current ratio of 0.71 (tight short-term liquidity); Debt-to-equity of 0.13; Free cash flow per share is positive (4.35); Most recent quarter beat estimates by 6.3%; EPS growth accelerating (-8.1% -> +24.6% QoQ); Average YoY EPS growth of 97.2%; Analyst estimates rising over recent quarters
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