Invesco Ltd 3IW
About Quantitative Ratings
Morningstar Quantitative Ratings for Stocks are generated using an algorithm that compares companies that are not under analyst coverage to peer companies that do receive analyst-driven ratings. Companies with quantitative ratings are not formally covered by a Morningstar analyst, but are statistically matched to analyst-rated companies, allowing our models to calculate a quantitative moat, fair value, and uncertainty rating.
News
Trading Information
- Previous Close Price
- €24.44
- Day Range
- €24.67–25.43
- 52-Week Range
- —–—
- Bid/Ask
- €0.00 / €0.00
- Shares Outstanding
- 439.50M
- Market Cap
- €10.97B
- Volume/Avg
- — / —
Key Statistics
- Price/Earnings (Normalized)
- 11.36
- Price/Sales
- 1.81
- Dividend Yield (Trailing)
- 2.99%
- Dividend Yield (Forward)
- 3.15%
- Dividend Payment Schedule
- Mar, Jun, Sep, Dec
- Total Yield
- 4.30%
Company Profile
Invesco provides investment management services to retail (72% of managed assets) and institutional (28%) clients. At the end of August 2026, the firm had $2.562 trillion in assets under management spread among its equity (62% of AUM), balanced (3%), fixed-income (19%), alternative investment (5%), and money market (11%) operations. Passive products account for close to half of Invesco's total AUM. 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 31% of its AUM sourced from Europe, Africa, and the Middle East (16%) and Asia (15%).
- Sector
- Financial Services
- Industry
- Asset Management
- Stock Style Box
- Small Value
- Total Number of Employees
- 7,500
- Website
- https://www.invesco.com
Competitors
Valuation
|
Metric
|
3IW
|
TROW
|
BEN
|
|---|---|---|---|
Price/Earnings (Normalized) | 11.36 | 10.05 | 11.29 |
Price/Book Value | 1.24 | 1.95 | 1.37 |
Price/Sales | 1.81 | 2.91 | 1.75 |
Price/Cash Flow | 6.87 | 15.28 | 17.83 |
Price/Earnings
3IW
TROW
BEN
Financial Strength
|
Metric
|
3IW
|
TROW
|
BEN
|
|---|---|---|---|
Quick Ratio | 6.82 | 10.60 | 2.84 |
Current Ratio | 6.82 | 10.60 | 2.84 |
Interest Coverage | −2.05 | — | 18.11 |
Quick Ratio
3IW
TROW
BEN
Profitability
|
Metric
|
3IW
|
TROW
|
BEN
|
|---|---|---|---|
Return on Assets (Normalized) | 4.12% | 15.27% | 4.49% |
Return on Equity (Normalized) | 11.11% | 20.88% | 12.50% |
Return on Invested Capital (Normalized) | 5.84% | 17.25% | 5.01% |
Return on Assets
3IW
TROW
BEN
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1-Day Chart
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United States