IVZ Stock Forecast, Price Targets, Chart, Dividends & Analysis
Invesco Ltd
IVZ 
NYE
Sector: Financial Services
Industry: Asset Management
17.33
USD
0.55
(3.28%)
Previous close: 16.78 Open: 16.76 Bid: 16.84 Ask: 17.79
52 week range
14.16 18.94
Mkt Cap: 8,000 M Avg Vol (90 Days): 3,552,092
Last updated: Sunday 22nd December 2024
Metrics
Valuation
Price per Sales TTM ($) | 1.38 |
Price per Book TTM ($) | 0.76 |
PE Ratio (TTM) | -23.00 |
Book Value per Share ($) | 23.93 |
5 Year PE Range | NA , NA |
Returns
7 Day Return | -4.20% | |
1 Month Return | -1.98% | |
3 Month Return | 1.17% | |
1 Year Return | 1.75% | |
3 Year Return | -13.69% | |
5 Year Return | 18.12% | |
YTD Return | -2.86% |
Risk
Dividends
Analyst Estimates
Financial Health
Technicals
RSI (14 Day) | 42.93 |
14 Day SMA ($) | 17.88 |
14 Day EMA ($) | 17.70 |
Money Flow Index | 54.73 |
Average True Range | 0.49 |
50 Day SMA ($) | 17.87 |
200 Day SMA ($) | 16.45 |
ADX | 18.31 |
MACD | 0.44 |
Growth
Free Cash Flow QoQ Growth | 0.00% |
Free Cash Flow YoY Growth | 0.00% |
Revenue YoY Growth | 0.00% |
EPS QoQ Growth | 0.00% |
Revenue QoQ Growth | 0.00% |
EPS YoY Growth | 0.00% |
Profitability
Financials
IVZ Income Statement
Annual
| Dec-14 | Dec-15 | Dec-16 | Dec-17 | Dec-18 | Dec-19 | Dec-20 | Dec-21 | Dec-22 | Dec-23 | |
|---|---|---|---|---|---|---|---|---|---|---|
| AccruedPreferredStockDividends | 124 M | 237 M | 237 M | 237 M | 237 M | |||||
| AcquiredInProcessRnD | -37 M | |||||||||
| AcquiredInProcessRnDIncome | -37 M | 7 M | ||||||||
| Amortization of intangibles | -13 M | -11 M | -14 M | -17 M | -30 M | 8,509 M | 63 M | 63 M | 8,558 M | 8,692 M |
| Basic EPS from continuing operations | 2.28 | 2.26 | 2.06 | 1.29 | 1.14 | 3.01 | 1.5 | -0.73 | ||
| Basic EPS total | 2.27 | 2.26 | 2.06 | 2.75 | 2.14 | 1.29 | 1.14 | 3.01 | 1.5 | -0.73 |
| Basic weighted shares outstanding | 435 M | 429 M | 415 M | 409 M | 412 M | 438 M | 460 M | 463 M | 458 M | 455 M |
| BasicDiscontinuousOperations | -0.01 | |||||||||
| Cost of sales | -39 M | -35 M | -33 M | -37 M | 3,756 M | 4,061 M | 3,611 M | 3,711 M | ||
| Depletion | 189 M | |||||||||
| Depreciation | -77 M | -83 M | -87 M | -99 M | -112 M | 125 M | 141 M | 142 M | 132 M | 133 M |
| Depreciation unreconciled | 189 M | 63 M | 63 M | 64 M | ||||||
| DepreciationAndAmortization | -77 M | -83 M | -87 M | -99 M | -112 M | 125 M | 63 M | 63 M | 132 M | 133 M |
| Diluted EPS total | 2.27 | 2.26 | 2.06 | 2.75 | 2.14 | 1.28 | 1.13 | 2.99 | 1.49 | -0.73 |
| Diluted normalized net income/share | 2.28 | 2.26 | 2.06 | 1.28 | 1.13 | 2.99 | 1.49 | -0.73 | ||
| Diluted weighted shares outstanding | 436 M | 429 M | 415 M | 410 M | 413 M | 441 M | 463 M | 465 M | 460 M | 456 M |
| DilutedDiscontinuousOperations | -0.01 | |||||||||
| Dividends paid per share | 0.98 | 1.06 | 1.11 | 1.15 | 1.19 | 1.23 | 0.78 | 0.67 | 0.73 | 0.79 |
| Earnings from equity interest | 239 M | 35 M | 89 M | 45 M | 34 M | 56 M | 73 M | 152 M | 106 M | 71 M |
| EarningsFromEquityInterestNetOfTax | 239 M | 35 M | 89 M | 45 M | 34 M | 56 M | 73 M | 152 M | 106 M | 71 M |
| Fees | 5,008 M | 5,002 M | 4,641 M | 5,093 M | ||||||
| GainOnSaleOfPPE | 70 M | 62 M | 327 M | |||||||
| GainOnSaleOfSecurity | 15 M | 15 M | 17 M | 21 M | 7 M | 4 M | -44 M | 17 M | ||
| GainsLossOnDisposalOfDiscontinuedOperations | -3 M | |||||||||
| GeneralAndAdministrativeExpense | 733 M | 674 M | 657 M | 672 M | 735 M | 898 M | 993 M | 950 M | 920 M | 996 M |
| Gross operating profit | 5,147 M | 5,123 M | 4,734 M | 5,160 M | 5,314 M | 6,117 M | 2,390 M | 2,834 M | 2,438 M | 2,005 M |
| ImpairmentOfCapitalAssets | -12 M | -12 M | ||||||||
| Income before tax | 1,395 M | 1,362 M | 1,207 M | 1,429 M | 1,138 M | 973 M | 1,069 M | 2,501 M | 1,248 M | -238 M |
| Income restructuring and M&A | -16 M | -50 M | -58 M | 119 M | 101 M | 41 M | 44 M | |||
| Income taxes | 391 M | 398 M | 338 M | 268 M | 255 M | 235 M | 262 M | 531 M | 322 M | -70 M |
| Interest income | 20 M | |||||||||
| InterestExpenseNonOperating | 73 M | 82 M | 93 M | 95 M | 112 M | 136 M | 129 M | 95 M | 85 M | 71 M |
| InterestIncomeOperating | 30 M | |||||||||
| MarketingExpense | 112 M | 115 M | 115 M | 122 M | 135 M | 136 M | 83 M | 99 M | 115 M | 103 M |
| MinorityInterests | -13 M | 4 M | -14 M | -34 M | -300000.0 | -49 M | -46 M | -340 M | -5 M | 71 M |
| MiscOtherSpecialCharges | 41 M | 12 M | 35 M | 63 M | -19 M | 94 M | 65 M | 146 M | -115 M | 146 M |
| Net income from total operations | 1,005 M | 968 M | 868 M | 1,161 M | 883 M | 565 M | 762 M | 1,630 M | 921 M | -97 M |
| NetIncomeCommonStockholders | 1,993 M | 1,868 M | 854 M | 1,127 M | 883 M | 5,547 M | 525 M | 1,393 M | 684 M | -334 M |
| NetIncomeContinuousOperations | 1,005 M | 968 M | 868 M | 1,161 M | 883 M | 565 M | 525 M | 1,393 M | 926 M | -168 M |
| NetIncomeDiscontinuousOperations | -3 M | |||||||||
| NetIncomeExtraordinary | 1,005 M | 964 M | 868 M | |||||||
| NetNonOperatingInterestIncomeExpense | -73 M | -82 M | -93 M | 43 M | -111 M | -136 M | -129 M | -95 M | 61 M | 23 M |
| NonRecurringOperationExpense | -500000.0 | |||||||||
| Normalized income | 2,005 M | 965 M | ||||||||
| Operating income | 1,277 M | 1,358 M | 1,176 M | 1,279 M | 1,205 M | 808 M | 920 M | 1,788 M | 1,318 M | -435 M |
| Operating income before depreciation (EBITDA) | 1,558 M | 1,537 M | 1,401 M | 1,641 M | 1,392 M | 1,286 M | 1,402 M | 2,801 M | 1,528 M | 15 M |
| OperatingExpense | 3,870 M | 3,765 M | 3,558 M | 3,881 M | 4,109 M | 5,309 M | 5,225 M | 5,106 M | 1,099 M | 2,399 M |
| Other income net | -325 M | -21 M | -124 M | -108 M | -15 M | -151 M | -138 M | -298 M | -30 M | 178 M |
| OtherGandA | 733 M | 674 M | 657 M | 672 M | 735 M | 898 M | 993 M | 950 M | 920 M | 996 M |
| OtherImpairmentOfCapitalAssets | -3 M | -4 M | 1,249 M | |||||||
| OtherOperatingExpenses | 1,631 M | 1,580 M | 1,407 M | 1,588 M | 1,745 M | -2,566 M | -2,278 M | -2,083 M | -1,971 M | -3,166 M |
| OtherunderPreferredStockDividend | 124 M | 237 M | 237 M | 237 M | 237 M | |||||
| PreferredStockDividends | 124 M | 237 M | 237 M | 237 M | 237 M | |||||
| RentAndLandingFees | 733 M | 674 M | 657 M | 672 M | 735 M | 494 M | 512 M | 526 M | 540 M | 546 M |
| RestructringAndMnAIncome | -16 M | -50 M | -58 M | 119 M | 101 M | 41 M | 44 M | |||
| Revenue per share | -13 M | -11 M | -14 M | -17 M | -30 M | 8,509 M | 63 M | 63 M | 8,558 M | 8,692 M |
| SalariesAndWages | 1,395 M | 1,396 M | 1,379 M | 1,500 M | 1,494 M | 1,709 M | 1,808 M | 1,911 M | 1,725 M | 1,886 M |
| Selling Gen & administrative expense | 845 M | 789 M | 772 M | 793 M | 870 M | 1,034 M | 1,076 M | 1,049 M | 1,035 M | 1,100 M |
| SellingAndMarketingExpense | 112 M | 115 M | 115 M | 122 M | 135 M | 136 M | 83 M | 99 M | 115 M | 103 M |
| Special income/charges | 12 M | 16 M | 50 M | 58 M | -119 M | -100 M | -41 M | -44 M | ||
| Total Income available for interest expense (EBIT) | 1,468 M | 1,444 M | 1,300 M | 1,524 M | 1,250 M | 1,109 M | 1,198 M | 2,595 M | 1,333 M | -167 M |
| Total common shares outstanding | 429 M | 416 M | 404 M | 407 M | 397 M | 453 M | 459 M | 461 M | 455 M | 449 M |
| Total net income | 1,005 M | 968 M | 868 M | 1,161 M | 883 M | 565 M | 762 M | 1,630 M | 921 M | -97 M |
| Total ordinary shares | 449 M | 449 M | 449 M | 449 M | 449 M | 449 M | 449 M | 449 M | 449 M | 449 M |
| Total revenues | 139 M | 121 M | 93 M | 5,160 M | 5,314 M | 6,117 M | 6,146 M | 6,895 M | 6,049 M | 5,716 M |
| TotalExpenses | 3,832 M | 3,729 M | 3,525 M | 3,846 M | 4,109 M | 5,309 M | 5,225 M | 5,106 M | 4,710 M | 6,110 M |
| TotalRevenue | 5,147 M | 5,123 M | 4,734 M | 4,127 M | 4,082 M | 6,117 M | 6,146 M | 6,895 M | 6,049 M | 5,716 M |
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