Invesco IVZ
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Relative Strength Index (RSI)
- The Relative Strength Index (RSI) is a momentum oscillator that measures the speed and change of price movements. It is typically used to identify overbought or oversold conditions in financial markets.
- The RSI is calculated using the following formula:
RSI = 100 - (100 / (1 + RS))
Where RS is the ratio of the average gains to the average losses over a specified period.
- The default time period used is 14 days.
- RSI values range between 0 and 100.
RSI values above 70 are considered overbought (indicating a potentially opportune time to sell)
RSI values below 30 are considered oversold (indicating a potentially opportune time to buy)
RSI is not a perfect indicator and should be used in conjunction with other technical analysis tools, this is for informational purposes only and is not a substitute for professional financial advice.
About
Invesco (IVZ) Business Model and Operations Summary
Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients. At the end of October 2024, the firm had $1.792 trillion in assets under management spread among its equity (58% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (10%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's us 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%).
Key Insights
Invesco (IVZ) Core Market Data and Business Metrics
Latest Closing Price
$15.19Market Cap
$6.81 BillionPrice-Earnings Ratio
12.87Total Outstanding Shares
447.60 Million SharesTotal Employees
8,508Dividend
$0.20 Per Share QuarterlyIPO Date
March 1, 1994SIC Description
Investment AdvicePrimary Exchange
New York Stock ExchangeHeadquarters
1331 Spring Street Nw, Atlanta, GA, 30309
Historical Stock Splits
If you bought 2 shares of IVZ before December 4, 2007, you'd have 1 share today.
| Execution Date | Split Amount |
|---|---|
| December 4, 2007 | 1-for-2 (Reverse Split) |
Cash Flow Statement
January 1, 2024 to December 31, 2024
| Metric | Value |
|---|---|
| Net Cash Flow | $-433.50 Million |
| Exchange Gains/Losses | $-30.30 Million |
| Net Cash Flow From Operating Activities, Continuing | $1.19 Billion |
| Net Cash Flow, Continuing | $-403.20 Million |
| Net Cash Flow From Operating Activities | $1.19 Billion |
| Net Cash Flow From Financing Activities | $-1.66 Billion |
Income Statement
January 1, 2024 to December 31, 2024
| Metric | Value |
|---|---|
| Income Tax Expense/Benefit | $252.90 Million |
| Income Tax Expense/Benefit, Current | $291 Million |
| Operating Income/Loss | $832.10 Million |
| Income/Loss From Continuing Operations Before Tax | $1.01 Billion |
| Operating Expenses | $5.23 Billion |
| Net Income/Loss Available To Common Stockholders, Basic | $538 Million |
Comprehensive Income
January 1, 2024 to December 31, 2024
| Metric | Value |
|---|---|
| Other Comprehensive Income/Loss | $-234.30 Million |
| Comprehensive Income/Loss Attributable To Noncontrolling Interest | $214.40 Million |
| Comprehensive Income/Loss Attributable To Parent | $303.70 Million |
| Comprehensive Income/Loss | $518.10 Million |
Balance Sheet
January 1, 2024 to December 31, 2024
| Metric | Value |
|---|---|
| Noncurrent Assets | $0 |
| Current Assets | $27.01 Billion |
| Assets | $27.01 Billion |
| Fixed Assets | $479 Million |
| Equity | $15.12 Billion |
| Equity Attributable To Parent | $14.56 Billion |
Historical Dividends
Current dividend: $0.20 Per Share Quarterly
| Announcement Date | Payment Date | Record Date | Amount | Frequency |
|---|---|---|---|---|
| Jan 28, 2025 | Mar 4, 2025 | Feb 14, 2025 | $0.205 | Quarterly |
| Oct 22, 2024 | Dec 3, 2024 | Nov 14, 2024 | $0.205 | Quarterly |
| Jul 23, 2024 | Sep 4, 2024 | Aug 16, 2024 | $0.205 | Quarterly |
| Apr 23, 2024 | Jun 4, 2024 | May 14, 2024 | $0.205 | Quarterly |
| Jan 23, 2024 | Mar 4, 2024 | Feb 16, 2024 | $0.2 | Quarterly |
| Oct 24, 2023 | Dec 4, 2023 | Nov 10, 2023 | $0.2 | Quarterly |