Atlanta, Georgia-based Invesco Ltd. (IVZ) is a publicly traded investment management firm that serves retail, institutional, and high-net-worth clients, as well as public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. The company has a $12.5 billion market cap and manages separate client-focused equity and fixed-income portfolios, among other offerings.
IVZ stock has rallied the broader market over the past year, surging 26.7% compared to the S&P 500 Index’s ($SPX) 13.5% surge. However, in 2026, the stock has risen by nearly 12.1%, slightly underperforming the SPX’s 12.3% gain.
Zooming in further, the State Street Financial Select Sector SPDR ETF (XLF) has risen 12.9% over the past year, lagging behind the stock. In 2026, XLF has grown 8.1% and has also underperformed the stock.
On Oct. 28, IVZ stock rose marginally following the release of its mixed Q3 2026 earnings. The company’s revenue for the quarter grew by a robust 57.9% YoY to $1.9 billion and surpassed the Street’s estimates. Moreover, its assets under management (AUM) also rose 19.4% from the year-ago quarter to $2.5 trillion and came in line with the consensus estimates. However, its adjusted EPS amounted to $0.72 and missed Wall Street’s forecasts.
For the current year, which ends in December, analysts expect IVZ’s EPS to rise 37.9% to $2.80 on a diluted basis. The company surpassed the consensus estimate in two of the last four quarters, while missing on two occasions.
Among 16 Wall Street analysts covering IVZ stock, the consensus is a “Moderate Buy.” That’s based on four “Strong Buy” ratings, two “Moderate Buy” ratings, and 10 “Holds.”
The configuration has remained largely unchanged over the past months.
On Oct. 29, UBS analyst Michael Brown maintained a “Buy” rating on Invesco and set a price target of $41.
IVZ’s mean price target of $35.15 offers a 19.4% upside compared to the current market price. Its Street-high target of $41 implies a robust 39.3% upside from current levels.
On the date of publication, Aritra Gangopadhyay did not directly have a position in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here.