IVZ · NYSE · STOCK
Invesco (IVZ) Stock Analysis
$30.85
52W $20.67 – $33.66
55/100
$13.91B
-46.1
1.60
Is IVZ Bullish or Bearish?
Mixed.
Innellis AI committee rates Invesco (IVZ) Watch with a composite score of 55/100
, based on 6 analysts with 50% agreement.
Last updated September 22, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +4.61 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -15.39 from today. The band boundary is 45.0, 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 5.8% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- News sentiment is positive (+0.20 across 33 articles, 14d) — News
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
- MACD histogram negative -- bearish momentum — Technical
- Current ratio of 0.80 is tight -- limited short-term liquidity cushion — 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 September 22, 2026
Overall Committee Score
55/100
Agreement
50%
Analysts
6
Conviction
Contested
Sector Rank
Top 87%
of 211 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
neutral
48
/ 100 · High confidence
Mixed or range-bound price action
− MACD histogram negative -- bearish momentum
Risk Analyst
bearish
35
/ 100 · Low 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 33 articles, 14d)
Portfolio Manager
neutral
55
/ 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 4 existing position pair(s) are highly correlated already
Investment Thesis Evolution
Committee score moved marginally from 52.9 to 55.4.
- New bearish signals: 1 appeared.
- Bullish support removed: 1 signal(s) disappeared.
- New bullish signals: 2 appeared.
- Bearish pressure eased: 2 signal(s) disappeared.
Analyst-level changes:
- Macro Analyst: score 65->80 (+15); +1 bullish signal(s).
- News Analyst: +1 bullish signal(s).
- Portfolio Manager: score 45->55 (+10); +1 bearish signal(s).
Comparing 2026-09-21 to 2026-09-22 (1 day apart).
Technical Analysis
RSI (14)
49.8
Neutral
MACD Histogram
-0.262
Bearish Momentum
Trend Direction
Sideways
Weekly: Uptrend
Market Structure
Hh Hl
Bollinger %B
0.35
Inside Bands
Price vs Moving Averages
EMA 9
$31.17
Below
EMA 21
$31.53
Below
EMA 50
$30.95
Below
EMA 200
$27.61
Above
Fundamental Analysis
Valuation
100
Growth
84
Profitability
25
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio
-46.1×
P/B Ratio
1.14×
PEG Ratio
0.12
Dividend Yield
2.71%
52W High
$33.66
52W Low
$20.67
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 -46.1 (inexpensive relative to a 15-40x range); Price-to-book of 1.1x; 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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