IVZ
stock Financial Services Asset ManagementOverall Mixed · 48%
- Fundamentals Weak
- Trajectory Steady
- Leadership Stable
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Mixed 4 of 5 trend signals bullishRSI 50 — momentum is balanced between buyers and sellers.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 3
- Open
- $26.93
- -2.34%
- Close
- $26.93
- -2.34%
- Current
- $26.93
- Prev close
- $27.58
- Today
- 2.89M
- 3-mo avg
- 5.53M
Earningscalendar synced from Yahoo 57d ago
- Most recent
- Apr 2884 days ago
- Next expected
- Jul 21in 0 days
Recent earnings dates
- Apr 28 84 days ago
- Jan 27 175 days ago
- Oct 28, 2025 266 days ago
- Jul 22, 2025 364 days ago
Past earnings dates come from IVZ’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 51d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), IVZ’s fundamentals read as weak overall.
Earnings per share were negative, so a P/E cannot be formed; the company was unprofitable over the period.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
A 3.1% yield is a healthy, generally sustainable level of cash income.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
A -2.7% margin is thin; little of each revenue dollar survives as profit.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A -1.4% return on equity is weak; owners' capital is barely being put to work.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A -0.6% return on assets is low; the asset base is generating little profit.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
At 1.15, the company carries a moderate, manageable amount of debt.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
This company does not report a current-assets breakdown, so the ratio cannot be computed.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Revenue grew 5.1% from the prior year: steady, modest expansion.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Profit swung to a loss from a profitable prior year.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 51d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $6.9B | $6.0B | $5.7B | $6.1B | $6.4B |
| Net income | $1.4B | $683.9M | -$168.2M | $752.4M | -$174.8M |
| Diluted EPS | $2.99 | $1.49 | $-0.73 | $1.18 | $-1.60 |
| Dividend / share | $0.67 | $0.73 | $0.79 | $0.81 | $0.83 |
| Total assets | $32.7B | $29.8B | $28.9B | $27.0B | $27.1B |
| Total liabilities | $16.0B | $12.9B | $13.0B | $11.3B | $14.1B |
| Shareholder equity | $16.2B | $15.8B | $15.2B | $14.6B | $12.2B |
| Q2-2024 | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $1.5B | $1.5B | $1.6B | $1.5B | $1.5B | $1.6B | $1.7B | $1.7B |
| Net income | $195.9M | $103.6M | $311.4M | $267.3M | $197.4M | $356.4M | -$995.9M | $219.1M |
| Diluted EPS | $0.29 | $0.12 | $0.46 | $0.38 | $-0.03 | $0.66 | $-2.61 | $0.51 |
| Dividend / share | $0.20 | $0.20 | $0.21 | $0.20 | $0.21 | $0.21 | $0.21 | $0.21 |
Leadershipsynced from SEC 55d ago
- Beshar Sarah Director
- Finke Thomas M Director
- Gibbons Thomas P Director
- Glavin William Francis Jr Director
- Johnson Elizabeth S. Director
- Sheinwald Nigel Director
- Tolliver Paula Director
- Wagoner G Richard Jr Director
- Womack Christopher C Director
- Wood Phoebe A Director
Officers and board are drawn from IVZ’s recent SEC ownership filings (Forms 3, 4 and 5).
Notable recent eventspast year
- Apr 8 +6.3% one-day move
- Apr 6 −5.2% one-day move
- Jan 27 −5.1% one-day move
- Jan 20 −5.2% one-day move
- Dec 31, 2025 FY2025 net income −123% YoY
- Oct 10, 2025 −6.0% one-day move
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 52d ago
- 2025 total
- $0.83
- 2026 so far
- $0.422 payments
- 2026 projected
- $0.85+1.8% vs 2025
Projection scales IVZ’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- May 15 $0.21
- Feb 13 $0.21
- Nov 14, 2025 $0.21
- Aug 14, 2025 $0.21
- May 14, 2025 $0.21
- Feb 14, 2025 $0.20
- Nov 14, 2024 $0.20
- Aug 16, 2024 $0.20
- May 13, 2024 $0.20
- Feb 15, 2024 $0.20
- Nov 9, 2023 $0.20
- Aug 10, 2023 $0.20
- May 8, 2023 $0.20
- Feb 15, 2023 $0.19
- Nov 9, 2022 $0.19
- Aug 11, 2022 $0.19
- May 9, 2022 $0.19
- Feb 15, 2022 $0.17
- Nov 10, 2021 $0.17
- Aug 12, 2021 $0.17
Recent SEC filingssynced from SEC 51d ago
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- DEF 14A Proxy statement
- 8-K Current report
- 10-K Annual report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report