Invesco Ltd. Reports Mixed Performance Amidst Market Challenges

Invesco Ltd. (IVZ), based in Atlanta, is a global investment management firm with a market capitalization of $6.4 billion. The company offers a wide range of investment options, including mutual funds, ETFs, and private funds, serving retail, institutional, and high-net-worth clients around the globe.

Stock Performance and Market Comparison

Over the past year, Invesco’s stock has significantly lagged behind the broader market. Year-to-date, IVZ shares have plunged 18.9% and dropped 5.2% in the last 52 weeks. In contrast, the S&P 500 Index ($SPX) has only experienced a 4.7% dip in 2025 while gaining 8.2% over the past year.

Sector Comparison and Recent Results

Looking more closely, Invesco has also fallen short of the Financial Select Sector SPDR Fund (XLF), which saw a 1.7% uptick year-to-date and a notable 19.7% increase over the past year.

Invesco’s stock price jumped 8.3% following the release of its better-than-expected Q1 results on April 22. The company reported net flows of $32.6 billion for the quarter, a substantial decline from $60.9 billion in Q4 2024 but still a significant increase of 97.6% compared to the same quarter last year. Total operating revenues rose by 3.7% year-over-year to $1.5 billion, and margins expanded. Adjusted net income soared 35.1% year-over-year to $200.5 million, with adjusted EPS of $0.44 exceeding consensus estimates by 12.8%.

Future Expectations and Analyst Ratings

Analysts project a 1.8% year-over-year decline in adjusted EPS for the entire fiscal year 2025, which ends in December, forecasting it will drop to $1.68. However, Invesco has a solid track record of exceeding or meeting earnings estimates over the past four quarters.

Currently, Invesco holds a consensus “Hold” rating among analysts. Out of 18 analysts covering the stock, recommendations include one “Strong Buy,” 16 “Holds,” and one “Strong Sell.”

Recent Analyst Commentary

This outlook is slightly more bearish than a month ago when two analysts had issued “Strong Buy” recommendations. On April 23, Evercore ISI analyst Glenn Schorr maintained an “In-Line” rating on IVZ and raised the price target from $13 to $15.

Currently, Invesco’s mean price target is $15.98, indicating a 12.7% premium over current prices. The highest target from analysts is $21, suggesting a potential upside of 48.1%.

On the date of publication, Aditya Sarawgi did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are solely for informational purposes. For more information, please view the Barchart Disclosure Policy here.

The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.