IVZ
stockKey statsas of May 22
- Open
- $27.07
- +0.33%
- Close
- $27.04
- +0.22%
- Current
- $27.04
- Prev close
- $26.98
- Today
- 2.60M
- 3-mo avg
- 5.35M
Stock health
A read across the data this app already carries: fundamentals, recent price and growth trajectory, and leadership stability. Industry context is not yet folded in.
For fun and reading at a glance. Not investment advice and not a buy or sell signal.
Overall, IVZ reads as concerning.
- Fundamentals Weak across the nine graded ratios
- Trajectory Steady trailing-year price trend + revenue / earnings growth
- Leadership — leadership sync has not reached this stock yet
Fundamentalssynced from SEC 1h ago
Across the nine graded ratios (FY2025 figures 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 1h 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 |
Leadership
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
- Jul 18, 2025 +15.3% 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 2h 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 1h 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