IVZLARGE

Invesco Ltd.

Financial ServicesAsset Management
$27.35
$0.01(+1.94%)
52W$14.04
$29.61
Updated May 6, 12:00 AM
RSI66
RS Rating59/99
Beta1.67
Volatility35%
F-Score6/9
Mkt Cap$12.2B
EMERGING TREND

Price Action

5Y Daily
50 DMA150 DMA200 DMA

Technical Summary

EMERGING TREND

Invesco Ltd. is attempting to emerge into an uptrend but lacks full moving average alignment. Relative strength is moderate (RS Rating: 59), indicating performance broadly in line with the market. Earnings growth of 34% provides fundamental context to the price action. Volume support will be critical for the stock to resolve this consolidation to the upside.

Relative Strength
59
out of 99
Average
Trend Score
3/4
Minervini Criteria
EMERGING TREND
Risk (Beta)
1.67
vs S&P 500
HIGH BETA
52W Position
85%
from 52W low
Near High
Trend & Momentum Analysis

Trend Template (Minervini)

EMERGING TREND3/4 Criteria Met
CriterionValueStatus
Price > 50 SMA$24.61
50 SMA > 100 SMA$25.93
100 SMA > 150 SMA$25.22
150 SMA > 200 SMA$24.34

Price vs Moving Averages

PeriodValueSpreadSignal
20 SMA$25.27+8.24%ABOVE
50 SMA$24.61+11.15%ABOVE
100 SMA$25.93+5.48%ABOVE
150 SMA$25.22+8.46%ABOVE
200 SMA$24.34+12.36%ABOVE

Price Performance

1D+1.9%
1W+6.6%
1M+19.5%
3M+2.0%
6M+16.9%
YTD+1.5%
1Y+92.9%
3Y+18.9%
52-Week Trading Range85% from low
$27.35
52W Low$14.04
52W High$29.61

Technical Indicators

RSI (14)BULLISH
66.3
305070
VCP ScoreWARM
7/10
Base depth: 21.8%

Risk Profile

Beta
1.67
52W Vol
35%
ATR
$0.83
Max DD (1Y)
-23%

Volume Analysis

Today
4.41M
50D Avg
5.07M
Vol Ratio
0.87x
Liquidity
LIQUID

Earnings Momentum

Q2'25-110%
$-0.03
Q3'25+450%
$0.66
Q4'25-667%
$-2.61
Q1'26+34%
$0.51
Fundamentals & Growth

Growth Trends

Compounded Sales Growth

10 Years:+2.21%
5 Years:
3 Years:
TTM:

Compounded Profit Growth

10 Years:
5 Years:
3 Years:
TTM:-217.60%

Stock Price CAGR

10 Years:-0.81%
5 Years:-0.65%
3 Years:+18.85%
1 Year:+92.88%

Return on Equity

10Y Avg:6.2%
5Y Avg:3.6%
3Y Avg:0.8%
Last Year:-1.7%

Key Metrics

Market Cap$12.2B
Gross Margin43.2%
Net Margin-4.4%
Piotroski F-Score6/9

Frequently Asked Questions

Is IVZ in an uptrend right now?

IVZ has a trend score of 3/4 based on Minervini's Stage Analysis. Currently showing partial alignment - 3 of 4 trend criteria are met.

Is IVZ overbought or oversold?

IVZ's RSI (14) is 66. The stock is in neutral territory, neither overbought nor oversold.

Is IVZ outperforming the market?

IVZ has a Relative Strength (RS) Rating of 59 out of 99. IVZ is performing about average compared to the market.

Where is IVZ in its 52-week range?

IVZ is trading at $27.35, which is 92% of its 52-week high ($29.61) and 85% above its 52-week low ($14.04).

How volatile is IVZ?

IVZ has a Beta of 1.67 and 52-week volatility of 35%. It's more volatile than the S&P 500 - expect bigger swings.

Disclaimer: Data is for informational purposes only. May be delayed or contain errors. Past performance does not guarantee future results. This is not financial advice. Always conduct your own research and consult professionals before making investment decisions.