Analysts' ratings for Invesco (NYSE:IVZ) over the last quarter vary from bullish to bearish, as provided by 8 analysts.
The following table encapsulates their recent ratings, offering a glimpse into the evolving sentiments over the past 30 days and comparing them to the preceding months.
| Bullish | Somewhat Bullish | Indifferent | Somewhat Bearish | Bearish | |
|---|---|---|---|---|---|
| Total Ratings | 1 | 0 | 7 | 0 | 0 |
| Last 30D | 0 | 0 | 1 | 0 | 0 |
| 1M Ago | 0 | 0 | 0 | 0 | 0 |
| 2M Ago | 0 | 0 | 0 | 0 | 0 |
| 3M Ago | 1 | 0 | 6 | 0 | 0 |
The 12-month price targets assessed by analysts reveal further insights, featuring an average target of $17.31, a high estimate of $19.50, and a low estimate of $16.50. A decline of 3.99% from the prior average price target is evident in the current average.
Exploring Analyst Ratings: An In-Depth Overview
The standing of Invesco among financial experts is revealed through an in-depth exploration of recent analyst actions. The summary below outlines key analysts, their recent evaluations, and adjustments to ratings and price targets.
| Analyst | Analyst Firm | Action Taken | Rating | Current Price Target | Prior Price Target |
|---|---|---|---|---|---|
| Alexander Blostein | Goldman Sachs | Lowers | Neutral | $17.00 | $17.50 |
| Bill Katz | TD Cowen | Lowers | Buy | $19.50 | $21.00 |
| Etienne Ricard | BMO Capital | Lowers | Market Perform | $17.00 | $18.00 |
| Kenneth Worthington | JP Morgan | Lowers | Neutral | $16.50 | $17.00 |
| Aidan Hall | Keefe, Bruyette & Woods | Lowers | Market Perform | $17.00 | $19.00 |
| Alexander Blostein | Goldman Sachs | Lowers | Neutral | $16.75 | $17.75 |
| Michael Cyprys | Morgan Stanley | Raises | Equal-Weight | $17.00 | $16.00 |
| Alexander Blostein | Goldman Sachs | Lowers | Neutral | $17.75 | $18.00 |
Key Insights:
- Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Invesco. This information provides a snapshot of how analysts perceive the current state of the company.
- Rating: Analysts unravel qualitative evaluations for stocks, ranging from 'Outperform' to 'Underperform'. These ratings offer insights into expectations for the relative performance of Invesco compared to the broader market.
- Price Targets: Analysts predict movements in price targets, offering estimates for Invesco's future value. Examining the current and prior targets offers insights into analysts' evolving expectations.
Assessing these analyst evaluations alongside crucial financial indicators can provide a comprehensive overview of Invesco's market position. Stay informed and make well-judged decisions with the assistance of our Ratings Table.
Stay up to date on Invesco analyst ratings.
Discovering Invesco: A Closer Look
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of March 2024, the firm had $1.663 trillion in assets under management spread among its equity (54% of AUM), balanced (4%), fixed-income (20%), alternative investment (10%), and money market (12%) operations. Passive products account for 40% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).
Financial Milestones: Invesco's Journey
Market Capitalization Analysis: Falling below industry benchmarks, the company's market capitalization reflects a reduced size compared to peers. This positioning may be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3 months period, Invesco showcased positive performance, achieving a revenue growth rate of 4.03% as of 31 March, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Net Margin: The company's net margin is below industry benchmarks, signaling potential difficulties in achieving strong profitability. With a net margin of 9.59%, the company may need to address challenges in effective cost control.
Return on Equity (ROE): Invesco's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 1.34%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.5%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: Invesco's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.82.
The Basics of Analyst Ratings
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts also offer predictions for helpful metrics such as earnings, revenue, and growth estimates to provide further guidance as to what to do with certain tickers. It is important to keep in mind that while stock and sector analysts are specialists, they are also human and can only forecast their beliefs to traders.
This article was generated by Benzinga's automated content engine and reviewed by an editor.