Invesco's AUM Falls in September: Will Growth Momentum Rebound?
IVZ's September AUM falls 0.9% to $2.54 trillion amid outflows and market losses, but QQQ growth and a solid quarterly asset ...
Model output · Signal date 2026-10-14
Invesco Ltd. (IVZ) Stock Forecast Oct. 14, 2026
Analysis updated on Oct. 14, 2026 (UTC) · Alpha · vs marketSwitch to Total · NYSE
Rating · 90D
Alpha
90-day forecast
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30-day forecast
Alpha
Rank in coverage
Middle 30%
of 4004 stocks scored
Rank correlation · 90D
n/a
No per-ticker sample yet
Market Cap
$12.77B
large-cap · #10 of 35 peers
Summary
Invesco Ltd. (IVZ) stock forecast summary
On Oct. 14, 2026, IVZ is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 4004 stocks scored that day.
Invesco Ltd. is a large-cap company with a market capitalization of $12.77B. It ranks number 10 by market capitalization among the 35 Investment Advice issuers in our coverage with a current forecast.
A per-ticker accuracy statistic for IVZ is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.2%, buy ≥ +0.5%, sell < -0.6%, strong sell < -1.8% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-14 signals)
A free account shows the exact forecast, rating and rank of 3 tickers you follow, IVZ included.
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IVZ price chart and AI forecast
Cross-section · 2026-10-14
How IVZ ranks among 4004 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Fundamentals
Invesco Ltd. (IVZ) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Investment Advice peers listed below that report each metric.
Reported net income does not reconcile with earnings per share and the share count, so net-income-based ratios are withheld.
Valuation & Market
| Metric | IVZ | Rank |
|---|---|---|
| Market Cap | $12.77B | 10/35 |
| P/B Ratio | 1.02x | 26/31 |
| Dividend Yield | 2.99% | 15/28 |
| EPS | $-0.81 | – |
| Book Value/Share | $28.25 | – |
| Revenue/Share | $15.63 | – |
| FCF/Share | $4.35 | – |
Profitability & Margins
| Metric | IVZ | Rank |
|---|---|---|
| Operating Margin | -7.1% | 20/22 |
| EBT Margin | -3.5% | 32/36 |
| Tax Rate | 66.5% | – |
The effective tax rate is outside the normal band, which points to a large non-recurring tax item in the trailing twelve months; headline net income, net margin and P/E are affected by it.
Financial Health
| Metric | IVZ | Rank |
|---|---|---|
| D/E Ratio | 1.12x | 22/37 |
| Financial Leverage | 2.20x | 24/37 |
| Interest Coverage | -18.9x | 21/21 |
Cash Flow
| Metric | IVZ | Rank |
|---|---|---|
| Operating Cash Flow | $2.01B | 6/41 |
| Free Cash Flow | $1.92B | 3/26 |
| Capital Spending | -$88M | 22/26 |
| OCF Growth YoY | 64.8% | 7/29 |
| FCF Growth YoY | 66.1% | 4/23 |
| FCF/Sales | 27.8% | 13/25 |
| CapEx/Sales | 1.3% | 7/25 |
Operational Efficiency
| Metric | IVZ | Rank |
|---|---|---|
| Asset Turnover | 0.25x | 21/33 |
| Receivables Turnover | 8.6x | 10/19 |
| Fixed Assets Turnover | 18.6x | 17/26 |
| Days Sales Outstanding | 43 days | 10/19 |
Income Statement
| Metric | IVZ | Rank |
|---|---|---|
| Total Revenue | $6.90B | 6/34 |
| Operating Income | -$489M | 25/25 |
Dividend & Shareholder Information
| Metric | IVZ | Rank |
|---|---|---|
| Dividends Per Share | $0.86 | – |
| Shares Outstanding | 442M | – |
Balance Sheet Highlights (USD millions)
| Cash & Short-term Investments | $915M | 3.5% of assets |
| Accounts Receivable | $806M | 3.0% of assets |
| Total Liabilities | $14.00B | 52.8% of assets |
Quarterly Financial Reports
IVZ quarterly financials and insider trading
Industry Peers · Investment Advice
Invesco Ltd. (IVZ) industry peers
Companies classified under the same SEC industry code as Invesco Ltd. (Investment Advice): 43 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| IVZ Invesco Ltd. | ▶ | $12.77B |
| BX Blackstone Inc. | ▶ | $101.98B |
| KKR Kkr & Co. Inc. | ▶ | $79.52B |
| APO Apollo Global Management, Inc. | ▼ | $68.67B |
| ARES Ares Management Corp | ▶ | $47.70B |
| AMP Ameriprise Financial Inc | ▶ | $43.58B |
| TPG Tpg Inc. | ▶ | $16.49B |
| BEN Franklin Templeton Inc | ▼ | $15.84B |
| OWL Blue Owl Capital Inc. | ▶ | $14.48B |
| CG Carlyle Group Inc. | ▶ | $13.27B |
| EVR Evercore Inc. | ▲ | $10.15B |
| AMG Affiliated Managers Group, Inc. | ▼ | $9.80B |
| HLI Houlihan Lokey, Inc. | ▶ | $9.05B |
| MORN Morningstar, Inc. | ▶ | $7.67B |
| VCTR Victory Capital Holdings, Inc. | ▶ | $6.74B |
| STEP Stepstone Group Inc. | ▶ | $5.10B |
| FHI Federated Hermes, Inc. | ▶ | $4.11B |
| LAZ Lazard, Inc. | ▲ | $4.08B |
| CNS Cohen & Steers, Inc. | ▲ | $3.54B |
| AAMI Acadian Asset Management Inc. | ▶ | $3.25B |
| AB Alliancebernstein Holding L.P. | ▼ | $3.18B |
| DBRG Digitalbridge Group, Inc. | ▼ | $3.00B |
| GCMG Gcm Grosvenor Inc. | ▲ | $2.60B |
| APAM Artisan Partners Asset Management Inc. | ▶ | $2.53B |
| RPC Ridgepost Capital, Inc. | ▲ | $902M |
| VRTS Virtus Investment Partners, Inc. | ▲ | $848M |
| ABX Abacus Global Management, Inc. | ▲ | $794M |
| ALTI Alti Global, Inc. | ▲ | $377M |
| HKHC Horizon Kinetics Holding Corp | ▲ | $376M |
| RILY Brc Group Holdings, Inc. | ▼ | $196M |
| WHG Westwood Holdings Group Inc | ▶ | $167M |
| SAMG Silvercrest Asset Management Group Inc. | ▲ | $125M |
| HNNA Hennessy Advisors Inc | ▲ | $81M |
| MLCI Mount Logan Capital Inc. | ▶ | $34M |
| IWSH Wright Investors Service Holdings, Inc. | ▼ | $2M |
| ENDI Endi Corp. | ▶ | N/A |
| HLNE Hamilton Lane Inc | ▶ | N/A |
| ILLR Triller Group Inc. | ▼ | N/A |
| MAAS Maase Inc. | ▼ | N/A |
| MC Moelis & Co | ▶ | N/A |
| NOAH Noah Holdings Ltd | ▼ | N/A |
| PAX Patria Investments Ltd | ▶ | N/A |
| PJT Pjt Partners Inc. | ▲ | N/A |
Where IVZ sits on the market map
Finance · Investment Advice
News
Invesco Ltd. (IVZ) stock news
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FAQ
Invesco Ltd. (IVZ) stock forecast FAQ
What is the Invesco Ltd. (IVZ) stock forecast?
On Oct. 14, 2026, IVZ is rated Neutral: its 90-day Alpha forecast sits in the middle 30% of the 4004 stocks scored that day.
How accurate are Invesco Ltd. stock predictions?
A per-ticker accuracy statistic for IVZ is published only once its sample size is known. Across our coverage, the out-of-sample test on 4537 stocks from 2025-01-06 to 2026-06-09 produced a positive net return in 73.7% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Invesco Ltd. forecasts updated?
Invesco Ltd. forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 14, 2026.
Which companies are Invesco Ltd.'s industry peers?
43 issuers in our coverage, IVZ included, share the SEC industry code Investment Advice. The largest are: Blackstone Inc. (BX), Kkr & Co. Inc. (KKR), Apollo Global Management, Inc. (APO), Ares Management Corp (ARES), Ameriprise Financial Inc (AMP), Tpg Inc. (TPG).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.