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IVZ

InvescoD
NYSE / Financial Services
Last Price
Quote time unavailable
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Current thesis
ETF-led organic growth and sequential margin expansion could sustain higher earnings available to common shareholders. Q3 adjusted EPS rose from $0.61 a year earlier to $0.72.
Posture
Defensive
Lead driver
Sentiment
What changed
3 setup hits (3d) with net bullish as of 2026-10-27.
What can break
Debt-funded preferred redemption raises leverage and floating-rate interest exposure; Fitch reportedly moved its outlook to negative. [#SEC-8K-2026-10-27] Fitch coverage
Momentum
47
Value
40
Sentiment
58
Setup hits (3d)
3 · Net Bullish
AI TargetsBase $28.80 · Bull $34.00 · Bear $23.50Analysis 2026-10-28; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-10-27 • Vendor: Data Vendor v1
Scores
As of 2026-10-28 • Model: HYBRID_IC_RP
AI Memo
As of 2026-10-28 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-10-28

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-10-28. Definitions

Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Bullish
Target $35.07
Why
Momentum47 · Δ7d -17.9
Value40 · Δ7d 0.0
Sentiment58 · Δ7d +2.3
So what
Weak posture (Net Bullish). Prioritize risk control and patience.

Confirming evidence

  • • 3 setup hits (3d) with net bullish as of 2026-10-27.
  • • Sentiment remains the lead driver in the composite, 7D delta +2.3.

Contradictions & invalidation

  • • Debt-funded preferred redemption raises leverage and floating-rate interest exposure; Fitch reportedly moved its outlook to negative. [#SEC-8K-2026-10-27] Fitch coverage
  • • Fee pressure or market declines could erode AUM-linked revenue and the newly expanded adjusted margin.
  • • Adjusted EPS missed the cited $0.74 estimate, long-term inflows slowed sequentially, and debt-funded preferred redemption drew a reported negative Fitch outlook.

Catalyst clock

2026-11-27

Q3 earnings digestion

Lead driver: Sentiment · See AI snapshot
Momentum
47
8% active weight
Current posture
7d trendSoftening
Δ7d
-17.9
Δ21d
-24.4
Value
40
47% active weight
Current posture
7d trendFlat
Δ7d
0.0
Δ21d
-0.0
Sentiment
58
45% active weight
Current posture
7d trendImproving
Δ7d
+2.3
Δ21d
+2.6
Why this grade

Composite grade D. Momentum 47.2 / Value 40.0 / Sentiment 57.5

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-10-28. Scenario method

B+
Bull case
25%
Probability
Target price
$34.00
Analysis reference price unavailable
Analysis 2026-10-28 · RankAlpha Sentiment Codex
Most likely
B
Base case
50%
Probability
Target price
$28.80
Analysis reference price unavailable
Analysis 2026-10-28 · RankAlpha Sentiment Codex
B-
Bear case
25%
Probability
Target price
$23.50
Analysis reference price unavailable
Analysis 2026-10-28 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-10-27
Market Cap
$12.55B
Beta
1.67
Shares Out
441.5M
P/E (TTM)
19.2
P/S (TTM)
2.00
P/FCF (TTM)
16.99
Rev YoY
+22.4%
EPS YoY
-2853.3%
Gross Margin
+65.1%
Op Margin
+22.6%
Net Debt
$7.8B
Current Ratio
0.99
As of 2026-10-28 • Updated nightlySource: Internal modelMethods & Data