MARKET WIREYahoo! Finance Canada • 21h ago
Invesco Ltd. (IVZ) Stock Price, News, Quote & HistoryYahoo! Finance Canada report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
Why IVZ Stock Traded Steady Today — RQD Quant Desk Flash
$27.77 +0.04% NYSE • Live Quote vs Prior Daily Close (Synced Snapshot)
EXT / AFTER-HRS: $27.72
Invesco Ltd (IVZ) carries a Roarable Rating of D (Sell) with 51/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.
ROARABLE D • SELL / AVOID
Cap $12.26B
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🤖 Mara Quenwick • AI Quant Lead (Click for Instant Brief)
Is IVZ stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
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As of 2026-11-03, Invesco Ltd (NYSE: IVZ) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 51/100 at a spot price of $27.77 (+0.04% 1D, market cap $12.26B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 8/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 14/20. Across 1097 tracked Financials issuers, IVZ ranks #613 in composite RQD confidence.
✓ Pre-computed one-to-many AI Quant brief
🤖 Ellis Vennor • AI Peer & Flow Quant (Click for Instant Brief)
How does IVZ compare to EVR and CG in the Financials sector?
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Within the Financials sector (Investment Managers), IVZ carries a Roarable D (51/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -3.2%. By comparison, EVR (Evercore Inc.) holds a B- grade (71/100 RQD, P/E 19.3x, ROIC 30.3%, cap $11.17B) and CG (The Carlyle Group Inc.) posts a E grade (33/100 RQD, P/E 17.9x, ROIC 5.4%, cap $14.32B). Among the 5-stock peer group, AMG leads on earnings multiple (14.4x) while EVR leads on capital efficiency (30.3% ROIC).
✓ Pre-computed one-to-many AI Quant brief
🤖 Gideon Ashmere • AI SEC 10-K Forensics (Click for Instant Brief)
What are the biggest fundamental strengths and SEC risk factors for IVZ?
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Per IVZ's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000914208), Invesco Ltd generated $6.38B in revenue (+5.1% YoY), $0 in net income, and $1.44B in free cash flow against $27.09B in total assets and $6.34B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
✓ Pre-computed one-to-many AI Quant brief
🤖 AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists — not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
EXT / AFTER-HRS: $27.72 (-0.18%)🧬 Cannibal Buyback (-1.80% YoY Shares)⚙️ Cash Engine: 12/20 (C-) • 22.6% FCF Margin
Verify 90D Bucket Audit →📊 Historical Track Record: Scores of 51/100 (D) historically posted market-perform odds over rolling 90-day windows (-1.3% avg 90D alpha vs SPY • 49.7% hit rate — wait for RQD ≥ 70 breakout).
Audit Bucket Track Record →RQD QUANT TACHOMETERSELL / AVOID • D
JEV AI Jury Split (Battleground)
Cash
SEC
Whale
Impersonal quantitative research (0–100 RQD rubric) — not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer
5-PILLAR SNOWFLAKE RADARRw D+ · Rk D-
Each axis scored 0–20
12M PRICE TARGET CONE-3.1% Base Target
WHALE OPTIONS SNAPSHOT: — (No Active Options Snapshot on file for IVZ)Realized 20D OHLCV Swing Band: ±6.6%
Deterministic 5-Pillar Attribution (51/100 Composite)
🔍 WHY IVZ SCORES 51/100 (D) — TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
▲ #1 Bullish Driver: Insider Conviction & Share Dilution+14/20 pts (27% of score)
SEC Form 4 / 13F Thermometer: 70% Net Buy • Cannibal Buyback (-1.80% YoY Shares)
▲ #2 Bullish Driver: SEC 10-K Forensic Risk+13/20 pts (25% of score)
Altman Z-Score 3.80 (FORTRESS SAFE (>3.0)) • Piotroski F-Score 7/9
▼ #1 Drag / Risk Factor: Macro Regime Fit4/20 pts (-16 pt drag)
Macro rate sensitivity & RSI-14 (40.2) create a -16 pt regime headwind
📈 PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 → Q2 → Q3 → Current
Q1 (-3Q)Grade C$27.93+4.7% Next Q
59
Q2 (-2Q)Grade C$29.25-1.9% Next Q
56
Q3 (-1Q)Grade C-$28.68-3.2% Next Q
54
CurrentGrade D$27.77-1.3% Hist 90D α
51
Trajectory: C (59) → D (51)Full Audit →
⚔️ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER
⚔️ Adversarial Opposing Case: What Could Spark a IVZ Turnaround Squeeze
While IVZ currently carries a cautious 51/100 (D) rating due to Macro Regime Fit (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.
🚀 Contrarian Squeeze Trigger #1
Company leadership has skin in the game with net positive insider conviction.
🚀 Contrarian Squeeze Trigger #2
Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($30.31) and Max Pain ($29.16) forces dealer call-delta covering toward $35.34.
🚀 Contrarian Squeeze Trigger #3
Forensic Repair Trigger: Halting share dilution (Cannibal Buyback (-1.80% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.
🎲 LIVE PREDICTION MARKET ODDS TIED TO $IVZ• $2.4M Crowd Pool • Kalshi / Polymarket Composite
Contract: “IVZ Beats Next Quarter EPS Consensus (Dec 30, 2026) & Holds Above 200D SMA”
AUTOMATED RQD QUANT DESK MOVER BRIEFINGFull Market News Desk →
Why IVZ Stock Traded Steady Today — RQD Quant Desk Flash
Invesco Ltd (IVZ) advanced +0.04% to $27.77, trading at 50% of its 52-week range ($21.82 – $33.66). Stretched risk/reward at current multiples (-3% return on capital) under elevated 10-year interest-rate pressure.
- ▸Technical Tape: Trading at 50% of its 52-week range ($21.82 – $33.66) with RSI-14 at 40.2 (NEUTRAL RANGE).
- ▸Volatility Profile: Historical 20-day realized swing band of ±6.6% around $27.77 (no active unusual options sweep snapshot on file).
- ▸Fundamental Anchor: Roarable D (Sell) backed by 52% gross margin and $1.4B annual free cash flow.
Live IVZ Headlines & Catalysts
MARKET WIRESeeking Alpha • 1d ago
Invesco: A Growing Asset Manager Priced Like A Shrinking OneSeeking Alpha report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
MARKET WIRE24/7 Wall St. • 1d ago
Invesco (IVZ) Stock Price, News & Analysis24/7 Wall St. report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo Finance • 1d ago
Invesco (IVZ) Stock Could Be A Bargain After Its 150% RunYahoo Finance report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
RISK WATCHGuruFocus • 1d ago
Invesco Ltd (IVZ) Shares Fall 3.4% -- GF Value Says Still OvervaGuruFocus report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 1d ago
Invesco (IVZ) Could Be a Great ChoiceYahoo Finance report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 1d ago
Invesco (IVZ) Earnings Expected to Grow: Should You Buy?Yahoo Finance report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
MARKET WIREYahoo Finance • 1d ago
Invesco (IVZ), Why Is Fresh Attention Building Around It?Yahoo Finance report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
CATALYSTYahoo • 1d ago
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ON-DEMAND RQD QUANT WORKSHOP • SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk
Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring IVZ)
- ✓Walkthrough of IVZ's RQD Radar, SEC cash-conversion gap & downside invalidation levels
- ✓3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
- ✓Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
RQD INSIDER CLUB WAITLIST$49/YR PLANNED
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IVZ // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: +6.64%🛡️ HOLDING TREND SUPPORT
2026-11-03O $29.02H $29.02L $27.76C $27.77VOL 5.87M
RES: $36.92SUP: $27.44SMA50: $30.31SMA200: $27.98
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK
IVZ Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure
Share Count & Dilution Monitor
Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).
Reverse-DCF Expectations Hurdle
11.2%/yr Implied 5Y Growth
vs. +5.1% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).
Ellis Vennor Setup Ledger
No active Ellis Vennor swing setup published on IVZ today. View full Setup Ledger →
🦋 Documented & Second-Order Butterfly Connections
Open Graph →
No direct multi-tier Butterfly edges indexed yet for IVZ. Explore sector supply chains on /butterfly.
AI Analyst Theses, Washington Policy & Company Video
🎬 No recent verified company-specific video clip queued for IVZ today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk →
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT • SEC EDGAR XBRL × RQD PEER BENCHMARK
📊 Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (IVZ)
Financials Rank #613 of 1097
⚔️ EVR vs IVZ Full Matrix →
1. Head-to-Head Financials Peer Comparison (IVZ vs. EVR, CG, AMG, HLI)
Industry: Investment Managers (79 Tracked Issuers)Across 1097 tracked Financials securities in the Roarable RQD universe, Invesco Ltd (IVZ) ranks #613 by composite RQD confidence (51/100, grade D) and #162 by equity capitalization ($12.26B). Within this direct 5-issuer industry benchmark cohort, AMG leads on earnings valuation at 14.4x trailing P/E, while EVR leads on capital efficiency and profitability with 30.3% ROIC and — gross margin. AMG currently holds the highest overall quantitative score in the immediate peer group at 74/100 (B) compared with IVZ at 51/100 (D).
| Ticker / Company | Roarable Grade | RQD Score | Trailing P/E | Gross Margin | ROIC | 1D Change | Market Cap | Head-to-Head |
|---|---|---|---|---|---|---|---|---|
| IVZ
ACTIVE
Invesco Ltd | D | 51/100 | — | — | -3.2% | +0.04% | $12.26B | Benchmark Subject |
| EVR Evercore Inc. | B- | 71/100 | 19.3x | — | 30.3% | +4.39% | $11.17B | /evr-vs-ivz → |
| CG The Carlyle Group Inc. | E | 33/100 | 17.9x | — | 5.4% | +2.19% | $14.32B | /cg-vs-ivz → |
| AMG Affiliated Managers Group Inc. | B | 74/100 | 14.4x | — | 14.8% | -2.93% | $9.87B | /amg-vs-ivz → |
| HLI Houlihan Lokey Inc. | C+ | 69/100 | 23.0x | — | 21.6% | +6.12% | $9.64B | /hli-vs-ivz → |
2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)
SEC EDGAR 10-K • FILED 2025-12-31 • CIK 0000914208 ↗In its most recent audited fiscal period (FY2025, filed 2025-12-31), Invesco Ltd (IVZ) reported GAAP revenue of $6.38B (+5.1% vs. FY2024 revenue of $6.07B , and +11.6% cumulative change since FY2023) , GAAP net income of $0, operating cash flow of $1.53B, and free cash flow of $1.44B (+28.6% YoY). On the balance sheet, IVZ closed FY2025 with $27.09B in total assets against $6.34B in total debt (Altman Z-Score: N/A, Piotroski F-Score: 7/9).
| Fiscal Period | Filing Date | Revenue | Net Income | Operating Cash Flow | Free Cash Flow | Total Assets | Total Debt |
|---|---|---|---|---|---|---|---|
| FY2025 (FY) | 2025-12-31 | $6.38B | $0 | $1.53B | $1.44B | $27.09B | $6.34B |
| FY2024 (FY) | 2024-12-31 | $6.07B | $538.0M | $1.19B | $1.12B | $27.01B | $5.10B |
| FY2023 (FY) | 2023-12-31 | $5.72B | -$333.7M | $1.30B | $1.04B | $7.05B | $1.65B |
3. IVZ Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)
✓ SCHEMA.ORG FAQPAGE JSON-LD ENABLEDIs IVZ stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
As of 2026-11-03, Invesco Ltd (NYSE: IVZ) is rated D (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 51/100 at a spot price of $27.77 (+0.04% 1D, market cap $12.26B). Pillar breakdown: Fundamental Cash Engine 12/20, Institutional 13F & Options Flow 8/20, SEC Balance-Sheet Forensics 13/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 14/20. Across 1097 tracked Financials issuers, IVZ ranks #613 in composite RQD confidence.
How does IVZ compare to EVR and CG in the Financials sector?
Within the Financials sector (Investment Managers), IVZ carries a Roarable D (51/100 RQD), trailing P/E of N/A, gross margin of —, and ROIC of -3.2%. By comparison, EVR (Evercore Inc.) holds a B- grade (71/100 RQD, P/E 19.3x, ROIC 30.3%, cap $11.17B) and CG (The Carlyle Group Inc.) posts a E grade (33/100 RQD, P/E 17.9x, ROIC 5.4%, cap $14.32B). Among the 5-stock peer group, AMG leads on earnings multiple (14.4x) while EVR leads on capital efficiency (30.3% ROIC).
What are the biggest fundamental strengths and SEC risk factors for IVZ?
Per IVZ's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0000914208), Invesco Ltd generated $6.38B in revenue (+5.1% YoY), $0 in net income, and $1.44B in free cash flow against $27.09B in total assets and $6.34B in total debt. Key quantitative strengths: Company leadership has skin in the game with net positive insider conviction. Primary risk factors monitored: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Institutional options positioning shows a 50% call / 50% put premium split.
Where is IVZ trading relative to its 50-day, 200-day, and 52-week technical levels?
IVZ last traded at $27.77 (+0.04% on volume of 6,124,951 shares), positioning the stock -8.38% below its 50-day simple moving average ($30.31) and -0.75% below its 200-day simple moving average ($27.98). Across its 52-week range of $21.82 to $33.66, IVZ sits at the 50.3% percentile with a 14-day RSI of 40.2 (NEUTRAL RANGE) and an implied next-earnings move of ±6.6% ($25.94 to $29.60).
ROARABLE RATING BRIEF • RQD 51/100 (D)
✓ SEC XBRL & RQD VERIFIED
IVZ — Invesco Ltd: What the Facts Mean to a Prospective Investor
Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31
1. Roarable Rating Brief: What This Means to a Prospective Investor
Invesco Ltd (IVZ) earns a live Roarable RQD composite score of 51/100, corresponding to a D letter grade (Roarable Sell) at a spot price of $27.77 (+0.04% 1D, market capitalization $12.26B).
- Fundamental Cash Engine (12/20): Anchored by return on invested capital (ROIC) of -3.2%, gross margin of —, operating margin of -10.9%, and free cash flow yield of 11.25%.
- Whale 13F & Options Flow (8/20) + Insider Conviction (14/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
- Macro Regime Fit (4/20) + Forensic Balance Sheet (13/20): Incorporates a 1.07x equity beta, Altman Z-Score of N/A, Piotroski F-Score of 7/9, and Debt/Equity of N/A.
2. Business Model, Unit Margins & SEC Financial Trajectory
Invesco Ltd (IVZ) is a NYSE-listed issuer in the Financials sector, Investment Managers industry. The profile identifies the company as an asset manager by industry classification. Revenue is reported in the financials section at $6.38B for FY 2025.
In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Invesco Ltd (IVZ) reported $6.38B in annual revenue (up from $6.07B in FY2024, +5.1% YoY) and $0 in GAAP net income. Over the multi-year SEC filing window from FY2023 ($5.72B revenue, -$333.7M net income) through FY2025, IVZ scaled operating cash flow to $1.53B and free cash flow to $1.44B, backed by $27.09B in total assets against $6.34B in total debt.
3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff
- 🐂 Primary Bull Case (D • RQD 51/100): Company leadership has skin in the game with net positive insider conviction. Free cash flow yield of 11.25% and institutional whale pillar of 8/20. With Fundamental Cash Engine at 12/20 and Institutional Whale Flow at 8/20, sustained execution supports upside toward the upper end of the $21.82 – $33.66 52-week range.
- 🐻 Primary Bear Case & Valuation Risk: Sensitive to high interest rates and tighter Federal Reserve market liquidity. Investors must weigh current valuation against -10.9% operating margins and a 1.07x macro beta.
4. 2nd-Order Butterfly Ripples & Key Questions to Watch
The only sector-level context is the classification of the company as Financials / Investment Managers. A prospective investor should note that the absence of graph data is a gap in the analysis, not evidence of the absence of dependencies.
- Key Question #1: Can IVZ sustain or expand its -10.9% operating margin and -3.2% ROIC against Investment Managers peers over the next 4 quarters?
- Key Question #2: Following FY2025 revenue of $6.38B and free cash flow of $1.44B, how will capital allocation balance growth reinvestment against $6.34B in total debt?
- Key Question #3: How sensitive is IVZ's 18.0x forward P/E multiple to Financials capital spending cycles and macro interest-rate shifts (Beta 1.07x)?
IVZ Live News Feed, Press Releases & Catalyst Wire
Real-time company headlines, analyst actions, and sector developments for Invesco Ltd (IVZ) • Click "Debate This Headline" to argue it in the Roar Pit below
🟡 MARKET WIRE Yahoo! Finance Canada • 21h ago
Invesco Ltd. (IVZ) Stock Price, News, Quote & History Yahoo! Finance Canada report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Seeking Alpha • 1d ago
Invesco: A Growing Asset Manager Priced Like A Shrinking One Seeking Alpha report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE 24/7 Wall St. • 1d ago
Invesco (IVZ) Stock Price, News & Analysis 24/7 Wall St. report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
🟢 CATALYST Yahoo Finance • 1d ago
Invesco (IVZ) Stock Could Be A Bargain After Its 150% Run Yahoo Finance report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
🔴 RISK WATCH GuruFocus • 1d ago
Invesco Ltd (IVZ) Shares Fall 3.4% -- GF Value Says Still Overva GuruFocus report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 1d ago
Invesco (IVZ) Could Be a Great Choice Yahoo Finance report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 1d ago
Invesco (IVZ) Earnings Expected to Grow: Should You Buy? Yahoo Finance report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
🟡 MARKET WIRE Yahoo Finance • 1d ago
Invesco (IVZ), Why Is Fresh Attention Building Around It? Yahoo Finance report covering Invesco Ltd (IVZ) market action, institutional positioning, and fundamental catalysts.
🔥 THE ROAR PIT • LIVE COMMUNITY DEBATE
3 Active Posts & Replies
IVZ Bull vs. Bear Conversation Board — What's Your Call at $27.77?
🐂 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON IVZ 🐻 33% BEARISH CONVICTION
QU QuantViper RQD DEBATE OPENER • Systematic Momentum Desk 🐂 BULLISH
🎯 Target: $33.87 (+22.0%)
📌 Pinned Debate A 11.25% FCF yield and a forward P/E of 18 suggest cash generation is priced below its trailing earnings collapse.
Picked up a starter position in IVZ in my $100K Virtual Cash book at $27.76. A 11.25% FCF yield and a forward P/E of 18 suggest cash generation is priced below its trailing earnings collapse.. Trading inside a $21.82–$33.66 52-week range with 11.25% FCF yield gives solid downside support if Investment Managers multiples expand this quarter.
ArenaChamp_24 🐂 BULL
@CreditSpread_Watch Fair point on 18.0x forward P/E, but you're ignoring the forward operating leverage in Investment Managers. If gross margin (0.0%) holds, EPS grows into the multiple faster than bears think.
CR CreditSpread_Watch RQD DEBATE OPENER • Balance Sheet Analyst 🐻 BEARISH
🎯 Target: $23.87 (-14.0%)
Spot @ $27.76 A -3.2% ROIC, negative EPS of -1.23, and debt rising to $6.34B against $1.04B of cash point to weak returns on capital.
Fading this rally in IVZ at $27.76. A -3.2% ROIC, negative EPS of -1.23, and debt rising to $6.34B against $1.04B of cash point to weak returns on capital.. With a beta of 1.07 and the stock sitting at $27.76 (52-wk range $21.82–$33.66), the easy multiple expansion is already priced in.