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IVZ

InvescoD
NYSE / Financial Services
Last Price
Quote time unavailable
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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
3 setup hits (3d) with net bullish as of 2026-09-09.
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
74
Value
40
Sentiment
51
Setup hits (3d)
3 · Net Bullish
AI TargetsBase $27.50 · Bull $30.50 · Bear $22.50Analysis 2026-04-29; returns require an exact persisted reference.
Data freshness
Prices
Unavailable: Price unavailable
Fundamentals
As of 2026-08-17 • Vendor: Data Vendor v1
Scores
As of 2026-09-10 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-09-10

Grade is the composite factor band; factor scores use a 0–100 scale. Confidence describes evidence quality, not a probability of return. Score date: 2026-09-10. Definitions

Supporting evidence
What
Grade D · Defensive
Confidence Medium · Net Bullish
Target $34.04
Why
Momentum74 · Δ7d -5.9
Value40 · Δ7d -0.1
Sentiment51 · Δ7d +1.1
So what
Weak posture (Net Bullish). Prioritize risk control and patience.

Confirming evidence

  • • 3 setup hits (3d) with net bullish as of 2026-09-09.
  • • Sentiment remains the lead driver in the composite, 7D delta +1.1.

Contradictions & invalidation

  • • 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].
  • • Adjusted EPS slightly missed consensus in checked coverage, which can cap near-term multiple expansion until the next quarter confirms fee capture and margin durability.
  • • The bearish read is that this was only a modest beat on business momentum but not on near-term earnings framing: adjusted EPS was slightly below consensus, ending AUM still fell q/q because market losses and FX offset some flow strength, and checked sources as of April 29, 2026 did not show a meaningful wave of fresh post-print target increases.

Catalyst clock

2026-04-28

Q1 earnings showed strong organic inflows, margin expansion, and higher shareholder returns

Lead driver: Sentiment · See AI snapshot
Momentum
74
9% active weight
Current posture
7d trendSoftening
Δ7d
-5.9
Δ21d
-6.0
Value
40
28% active weight
Current posture
7d trendFlat
Δ7d
-0.1
Δ21d
-8.5
Sentiment
51
62% active weight
Current posture
7d trendImproving
Δ7d
+1.1
Δ21d
+0.4
Why this grade

Composite grade D. Momentum 74.3 / Value 40.0 / Sentiment 51.4

Scenario snapshot

Scenario probability is memo-authored likelihood, not forecast certainty. Targets belong to the analysis dated 2026-04-29. Scenario method

B+
Bull case
0%
Probability
Target price
$30.50
Analysis reference price unavailable
Analysis 2026-04-29 · RankAlpha Sentiment Codex
Most likely
B
Base case
1%
Probability
Target price
$27.50
Analysis reference price unavailable
Analysis 2026-04-29 · RankAlpha Sentiment Codex
B-
Bear case
0%
Probability
Target price
$22.50
Analysis reference price unavailable
Analysis 2026-04-29 · RankAlpha Sentiment Codex
Fundamentals (TTM)
As of 2026-08-17
Market Cap
$14.38B
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 2026-09-10 • Updated nightlySource: Internal modelMethods & Data