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Invesco IVZ

Invesco scores weak on business quality (1.2 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$29.51Oct 9, 2026
Business qualityWeak
Next earningsOct 27, 2026, before the open
Insiders, 90 daysSelling

Why it matters

  1. What Invesco does

    Invesco manages global investment strategies, earning fee income from institutional and retail clients across mutual funds and ETFs. The firm navigates persistent fee compression and capital allocation hurdles across its asset management platform.

  2. What it does best

    Invesco generates strong free cash flow conversion, posting $1,921 million in free cash flow on $6,902 million in revenue. This cash generation outpaces peers like BEN, which reported a much lower free cash flow margin of 2.5%.

  3. The main risk

    Negative interest coverage of -5.2x leaves debt servicing vulnerable to operating income shortfalls. With $9,378 million in total debt, interest costs strain a business already posting an operating margin of -7.3%.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityWeak

Operating margin sits at -7.3% and ROE is -51%, reflecting ongoing profitability pressures. Despite a high free cash flow margin of 65%, core operations destroy shareholder equity as scale fails to cover costs.

MoatWeak

The firm lacks a durable economic moat, reflected by an ROE of -51% and a sector revenue growth percentile of 29. Without high switching costs or pricing power, client assets easily flow elsewhere.

GrowthSlow

Revenue grew 5.1% to $6,902 million, showing mild top-line recovery after years of stagnant or declining figures in history annual summaries, though momentum remains weak overall.

Financial healthWeak

Total debt sits at $9,378 million against $1,038 million in cash. Negative interest coverage of -5.2x highlights severe balance sheet strain, making the financial foundation deeply troubled.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

4 sold $7.2M outside pre-planned sales.

Our sealed record on IVZ

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is IVZ a good business?

Invesco scores weak on the Cluenex quality check (1.2 of 10), measured against its own industry. Profitability is weak, moat weak, growth slow and financial health weak.

Are insiders buying IVZ?

In the last 90 days of SEC Form 4 filings: 4 sold $7.2M outside pre-planned sales.

When does IVZ report earnings?

Oct 27, 2026, before the open.

For members

See IVZ today

  • Today's verdict on IVZ, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Invesco (IVZ)”, https://cluenex.com/stocks/ivz/, data as of Oct 10, 2026.