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IVZ

InvescoB
NYSE / Financial Services
Last Price
At close
2026-06-02
View Chart
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
Constructive
Lead driver
Momentum
What changed
3 setup hits (3d) with net bullish as of 2026-06-03.
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
79
Value
39
Sentiment
52
Setup hits (3d)
3 · Net Bullish
AI TargetsBase $27.50 · Bull $30.50 · Bear $22.50
Data freshness
Prices
As of 2026-06-02
Fundamentals
As of 2026-06-02 • Vendor: Data Vendor v1
Scores
As of 2026-06-02 • Model: HYBRID_IC_RP
AI Memo
As of 2026-04-29 • Model: RankAlpha Sentiment Codex
Investment thesis
As of 2026-06-02
Supporting evidence
What
Grade B · Constructive
Confidence Medium · Net Bullish
Target $30.50
Why
Momentum79 · Δ7d -9.2
Value39 · Δ7d -0.0
Sentiment52 · Δ7d +1.2
So what
Strength-led posture (Net Bullish). Favor watchlist adds and disciplined entries.
Lead driver: Momentum · See technicals
Momentum
79
34% active weight
Current posture
7d trendSoftening
Δ7d
-9.2
Δ21d
+5.2
Value
39
32% active weight
Current posture
7d trendFlat
Δ7d
-0.0
Δ21d
-0.4
Sentiment
52
33% active weight
Current posture
7d trendImproving
Δ7d
+1.2
Δ21d
+8.9
Why this grade

Composite grade B. Momentum 79.4 / Value 38.6 / Sentiment 51.5

Fundamentals (TTM)
As of 2026-06-02
Market Cap
$12.23B
Beta
1.67
Shares Out
445.09M
P/E (TTM)
19.2
P/S (TTM)
2.00
P/FCF (TTM)
16.99
Rev YoY
+8.2%
EPS YoY
+449.0%
Gross Margin
+66.6%
Op Margin
+17.1%
Net Debt
$6.11B
Current Ratio
-
As of 2026-06-02 • Updated nightlySource: Internal modelMethodology