Invesco Ltd. [IVZ] stock Upgrade by BMO Capital Markets analyst, price target now $33



Invesco Ltd. [NYSE: IVZ] loss -0.44% or -0.11 points to close at $24.71 with a heavy trading volume of 3812943 shares. The company report on January 11, 2022 that Invesco Ltd. Announces December 31, 2021 Assets Under Management.

Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,610.9 billion, an increase of 2.4% versus previous month-end. The firm achieved net long-term inflows of $3.5 billion this month. Non-management fee earning net inflows were $6.1 billion and money market net inflows were $6.7 billion. AUM was negatively impacted by market returns, which include distributions, decreasing AUM by $9 billion. Reinvested distributions increased AUM by $28.8 billion and FX increased AUM by $2.4 billion. Preliminary average total AUM for the quarter through December 31 were $1,583.6 billion, and preliminary average active AUM for the quarter through December 31 were $1,077.4 billion.

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It opened the trading session at $24.99, the shares rose to $25.33 and dropped to $24.62, the range by which the price of stock traded the whole day. The daily chart for IVZ points out that the company has recorded -4.34% loss over the past six months. However, it is still -30.19% lower than its most recent low trading price.

If we look at the average trading volume of 3.65M shares, IVZ reached to a volume of 3812943 in the most recent trading day, which is why market watchdogs consider the stock to be active.

Here is what top equities market gurus are saying about Invesco Ltd. [IVZ]:

BMO Capital Markets have made an estimate for Invesco Ltd. shares, keeping their opinion on the stock as Outperform, with their previous recommendation back on December 17, 2021. While these analysts kept the previous recommendation, BofA Securities raised their target price to Neutral. The new note on the price target was released on December 16, 2021, representing the official price target for Invesco Ltd. stock. Previously, the target price had yet another raise to $28, while Evercore ISI analysts kept a In-line rating on IVZ stock. On July 12, 2021, analysts increased their price target for IVZ shares from 29 to 34.

The Average True Range (ATR) for Invesco Ltd. is set at 0.71, with the Price to Sales ratio for IVZ stock in the period of the last 12 months amounting to 1.66. The Price to Book ratio for the last quarter was 1.03, with the Price to Cash per share for the same quarter was set at 3.91. Price to Free Cash Flow for IVZ in the course of the last twelve months was 9.17.

Trading performance analysis for IVZ stock

Invesco Ltd. [IVZ] gain into the green zone at the end of the last week, gaining into a positive trend and gaining by 4.31. With this latest performance, IVZ shares gained by 8.28% in over the last four-week period, additionally sinking by -4.34% over the last 6 months – not to mention a rise of 26.59% in the past year of trading.

Overbought and oversold stocks can be easily traced with the Relative Strength Index (RSI), where an RSI result of over 70 would be overbought, and any rate below 30 would indicate oversold conditions. An RSI rate of 50 would represent a neutral market momentum. The current RSI for IVZ stock in for the last two-week period is set at 59.45, with the RSI for the last a single of trading hit 63.56, and the three-weeks RSI is set at 56.08 for Invesco Ltd. [IVZ]. The present Moving Average for the last 50 days of trading for this stock 24.00, while it was recorded at 24.47 for the last single week of trading, and 25.47 for the last 200 days.

Invesco Ltd. [IVZ]: A deeper dive into fundamental analysis

Operating Margin for any stock indicates how profitable investing would be, and Invesco Ltd. [IVZ] shares currently have an operating margin of +22.37 and a Gross Margin at +65.22. Invesco Ltd.’s Net Margin is presently recorded at +12.31.

Return on Total Capital for IVZ is now 5.82, given the latest momentum, and Return on Invested Capital for the company is 3.32. Return on Equity for this stock inclined to 5.40, with Return on Assets sitting at 2.01. When it comes to the capital structure of this company, Invesco Ltd. [IVZ] has a Total Debt to Total Equity ratio set at 63.47. Additionally, IVZ Total Debt to Total Capital is recorded at 38.83, with Total Debt to Total Assets ending up at 24.97. Long-Term Debt to Equity for the company is recorded at 87.28, with the Long-Term Debt to Total Capital now at 38.48.

Reflecting on the efficiency of the workforce at the company, Invesco Ltd. [IVZ] managed to generate an average of $89,474 per employee. Receivables Turnover for the company is 6.62 with a Total Asset Turnover recorded at a value of 0.16.

Invesco Ltd. [IVZ]: An earnings per share (EPS) analysis

The progress of the company may be observed through the prism of EPS growth rate, while Wall Street analysts are focusing on predicting the 5-year EPS growth rate for IVZ. When it comes to the mentioned value, analysts are expecting to see the 5-year EPS growth rate for Invesco Ltd. go to 22.54%.

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An analysis of insider ownership at Invesco Ltd. [IVZ]

There are presently around $7,209 million, or 85.90% of IVZ stock, in the hands of institutional investors. The top three institutional holders of IVZ stocks are: VANGUARD GROUP INC with ownership of 44,140,290, which is approximately 0.389% of the company’s market cap and around 0.20% of the total institutional ownership; BLACKROCK INC., holding 38,515,553 shares of the stock with an approximate value of $951.72 million in IVZ stocks shares; and TRIAN FUND MANAGEMENT, L.P., currently with $908.24 million in IVZ stock with ownership of nearly 0% of the company’s market capitalization.

257 institutional holders increased their position in Invesco Ltd. [NYSE:IVZ] by around 27,189,219 shares. Additionally, 267 investors decreased positions by around 20,916,824 shares, while 83 investors held positions by with 243,630,519 shares. The mentioned changes placed institutional holdings at 291,736,562 shares, according to the latest SEC report filing. IVZ stock had 66 new institutional investments in for a total of 4,281,178 shares, while 56 institutional investors sold positions of 4,368,641 shares during the same period.