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Invesco Ltd IVZ Stock Quote

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Morningstar‘s Stock Analysis IVZ

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Selloff in Equity and Credit Markets Affects Flows and AUM at Invesco in Q3; Lowered FVE to $17

Greggory Warren, CFA Sector Strategist

Analyst Note

| Greggory Warren, CFA |

While there was nothing in narrow-moat-rated Invesco's third-quarter results that would alter our long-term view of the firm, we are lowering our fair value estimate to $17 per share from $19 on the expectation that equity and credit markets will remain weak in the near term. We view the shares as being modestly undervalued relative to our revised fair value estimate.

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Key Statistics IVZ

Company Profile IVZ

Business Description

Invesco provides investment-management services to retail (63% of managed assets) and institutional (37%) clients. At the end of September 2022, the firm had $1.323 trillion in assets under management spread among its equity (45% of AUM), balanced (5%), fixed-income (23%), alternative investment (14%), and money market (13%) operations. Passive products account for 31% of Invesco's total AUM, including 56% of the company's equity operations and 13% 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 the U.S., with 31% of its AUM sourced from Canada (2%), the U.K. (3%), continental Europe, Africa, and the Middle East (10%), and Asia (16%).

1555 Peachtree Street, N.E., Suite 1800, Two Peachtree Pointe
Atlanta, GA, 30309
T +1 404 892-0896
Industry Asset Management
Most Recent Earnings Sep 30, 2022
Fiscal Year End Dec 31, 2022
Employees 8,506

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