IVZ
InvescoDNYSE / Financial Services
Last Price
At close
2026-07-18
Current thesis
The bullish read is that Q1 confirmed durable franchise momentum: 11 straight quarters of positive organic growth, broad-based inflows, better fee capture from QQQ/ETF mix, and enough balance-sheet flexibility to raise the dividend and buy back more stock [#8-K-2026-04-28]. The packet's median analyst target of $30.5 still implies upside from the $25.86 anchor.
Posture
Defensive
Lead driver
Sentiment
What changed
Sentiment remains the lead driver in the composite, 7D delta -4.6.
What can break
AUM and fee revenue remain highly market-sensitive; Q1 ending AUM fell 0.5% q/q despite strong inflows because market losses and FX were a headwind [#8-K-2026-04-28].
Momentum
51
Value
40
Sentiment
47
Setup hits (3d)
— · Net —
AI TargetsBase $27.50 · Bull $30.50 · Bear $22.50
Data freshness
Prices
As of 2026-07-18
Fundamentals
As of 2026-07-17 • Vendor: Data Vendor v1
Scores
As of 2026-07-18 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesisAs of 2026-07-18
Investment thesis
As of 2026-07-18
Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net —
Target $31.42
Why
Momentum51 · Δ7d -2.7
Value40 · Δ7d +0.1
Sentiment47 · Δ7d -4.6
So what
Weak posture. Prioritize risk control and patience.
Lead driver: Sentiment · See AI snapshot
Momentum
51
26% active weight
Current posture
7d trendImproving
Δ7d
-2.7
Δ21d
-18.8
Value
40
39% active weight
Current posture
7d trendFlat
Δ7d
+0.1
Δ21d
+0.5
Sentiment
47
34% active weight
Current posture
7d trendSoftening
Δ7d
-4.6
Δ21d
-12.9
Why this grade
Composite grade D. Momentum 51.3 / Value 40.1 / Sentiment 47.2
Fundamentals (TTM)As of 2026-07-17
Fundamentals (TTM)
As of 2026-07-17
Market Cap
$13.13B
Beta
1.67
Shares Out
443.3M
P/E (TTM)
19.2
P/S (TTM)
2.00
P/FCF (TTM)
16.99
Rev YoY
+16.9%
EPS YoY
+34.7%
Gross Margin
+65.1%
Op Margin
+17.1%
Net Debt
$7.8B
Current Ratio
1.25
As of 2026-07-18 • Updated nightlySource: Internal modelMethodology