Nama's AI scorecard currently rates Invesco Hold (5.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.

What is IVZ's P/E ratio?

Invesco trades at a trailing price-to-earnings ratio of 10.3.

When does IVZ report earnings?

Invesco's next scheduled report is on Jan 26, 2027. Analysts expect EPS of $0.78.

What is the IVZ price target?

The median analyst price target from 14 analysts is $35.00, with a range of $30.00 – $41.00.

Is IVZ Shariah compliant?

Nama's AAOIFI-style screen reads Invesco as Not Shariah Compliant. At least one of the three ratios or the industry test failed.

Does IVZ pay a dividend?

Yes — Invesco's dividend yield is 3.2%.

Nama Insights

Invesco (IVZ)

Financial Services · Asset Management · NYSE

S&P 500

Invesco (IVZ) is a Financial Services company in the Asset Management industry. It has a market capitalization of $11.90B, a trailing price-to-earnings ratio of 10.3 and a free-cash-flow yield of 11.7%. Over the most recent reported fiscal year, revenue grew 5.1% and free cash flow per share grew 29.3%. Nama's AI scorecard rates it Hold, 5.0 out of 10. On 12-month momentum it ranks in the rising band of its market.

AI scorecard

Hold · 5.0/10

The sections balance. As of Nov 7, 2026.

Momentum

Rising · +30.4% over 12 months ex. last

Second-best fifth of its market on the past year's move.

Shariah screen

Not Shariah Compliant

At least one of the three ratios or the industry test failed.

Off its high

-19.6%

How far the last close sits under the highest price of the past five years.

Market cap	$11.90B
Trailing P/E	10.3
Price / book	1.0
Price / sales	1.7
FCF yield	11.7%
Dividend yield	3.2%
Gross margin	35.8%
Operating margin	-7.1%
Net margin	-0.9%
Revenue growth (YoY)	+5.1%
Revenue growth (3-yr annual)	+1.8%
EPS growth (YoY)	+18.0%
FCF/share growth (YoY)	+29.3%
Beta	1.6
Exchange	NYSE
Sector	Financial Services
Industry	Asset Management

IVZ earnings

Next report: Jan 26, 2027 (Q4 2026, EPS estimate $0.78). Beat the EPS estimate in 2 of 4 recent quarters.

Quarter	Reported	EPS	Estimate	Surprise	Revenue
Q3 2026	Oct 27, 2026	$0.72	$0.74	-2.7%	$1.87B
Q2 2026	Jul 28, 2026	$0.71	$0.66	+7.6%	$1.83B
Q1 2026	Apr 28, 2026	$0.57	$0.58	-1.7%	$1.74B
Q4 2025	Jan 27, 2026	$0.62	$0.58	+6.9%	$1.69B

IVZ analyst price target

Median target $35.00 from 14 analysts, ranging $30.00 – $41.00.

Asset Management peers

Ticker	Company	Market cap	P/E
BLK	BlackRock	$182.05B	21.2
BX	Blackstone	$148.61B	20.1
BN	Brookfield	$92.37B	591.1
KKR	KKR	$89.11B	17.4
BAM	Brookfield Asset Management	$84.57B	29.2
APO	Apollo Global Management	$68.96B	13.6
STT	State Street	$45.05B	12.6
ARES	Ares Management	$44.45B	25.6

Explore live IVZ data on Nama Insights →

Recent Congressional trades

Invesco trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member	Chamber	Trade	Amount	Disclosed
Kevin Hern	House	Sell	$15,001 - $50,000	Apr 3, 2026
Gilbert Cisneros	House	Sell	$1,001 - $15,000	Mar 9, 2026
Gilbert Cisneros	House	Buy	$1,001 - $15,000	Feb 13, 2026
John Hoeven	Senate	Buy	$50,001 - $100,000	—
John Hoeven	Senate	Buy	$50,001 - $100,000	—
John Hoeven	Senate	Sell	$15,001 - $50,000	—

IVZ FAQ

Is IVZ a buy?: Nama's AI scorecard currently rates Invesco Hold (5.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is IVZ's P/E ratio?: Invesco trades at a trailing price-to-earnings ratio of 10.3.
When does IVZ report earnings?: Invesco's next scheduled report is on Jan 26, 2027. Analysts expect EPS of $0.78.
What is the IVZ price target?: The median analyst price target from 14 analysts is $35.00, with a range of $30.00 – $41.00.
Is IVZ Shariah compliant?: Nama's AAOIFI-style screen reads Invesco as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does IVZ pay a dividend?: Yes — Invesco's dividend yield is 3.2%.