Invesco · Financials
IVZ
$29.63
Invesco Ltd. is an American independent investment management company headquartered in Atlanta, Georgia, with branch offices in 20 countries.景顺有限公司是一家总部位于佐治亚州亚特兰大、在20个国家设有分支机构的美国独立投资管理公司。
Distressed困境股
Large cap大盘
$13B
Engine stance引擎立场2026-07-20
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
You missed the bottoming entry — the low already formed and price is now extended (momentum is fading — the daily moment已错过筑底入场——低点已经形成，目前价格已拉伸（动量正在衰竭——日线动量已开始掉头向下）。不要追高；等待回调至 10 日均线或下一个周期低点。若已持有则继续持有。
Key Statistics关键统计
Price价格
$29.63
2.2% below 52-week high低于52周高点 2.2%
Market Cap市值
$13B
Normal volume正常成交量
Beta贝塔
1.63
Moves about 1.6x the market波动幅度约为市场的 1.6 倍
RSI (14)RSI（14）
60
Elevated偏高
Next Earnings下次财报
2026-07-28 (9d)
Volatility Rank波动率分位
91th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
4.1% of float
Performance价格表现
| Period周期 | IVZ | S&P 500 | vs Index对比指数 |
|---|---|---|---|
| 1 Week近1周 | +2.2% | -1.5% | Beat the index by 3.7 points跑赢指数 3.7 个百分点 |
| 1 Month近1月 | +2.9% | +0.6% | Beat the index by 2.3 points跑赢指数 2.3 个百分点 |
| 3 Months近3月 | +20.4% | +4.7% | Beat the index by 15.7 points跑赢指数 15.7 个百分点 |
| 6 Months近6月 | +2.3% | +7.8% | Lagged the index by 5.5 points落后指数 5.5 个百分点 |
| Year to date年初至今 | +11.7% | +9.1% | Beat the index by 2.6 points跑赢指数 2.6 个百分点 |
| 1 Year近1年 | +77.5% | +19.4% | Beat the index by 58.1 points跑赢指数 58.1 个百分点 |
Technicals技术面
RSI (14)RSI（14）
60
Elevated偏高
vs 50-day相对50日均线
+6.8% vs 50-day avg
vs 200-day相对200日均线
+16.0% vs 200-day avg
Volatility rank波动率分位
91th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$28.25
Don't chase above不追高于
$29.63
Stop止损
$25.87
Extended — wait for a pullback过度拉伸 — 等待回撤
Earnings财务业绩
9
days until next report天后公布财报
2026-07-28
Estimates being raised — 6 analysts预期上调 — 6 位分析师
Earnings call transcripts — coming soon财报电话会议记录 — 即将上线
Valuation估值
| Multiple指标 | IVZ | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/B市净率 | 1.08x | 1.52 | 82% |
| P/S市销率 | 2.06x | 2.87 | 61% |
| Shareholder yield股东收益率 | 3.81% | 3.91 | 49% |
Analyst price targets — coming soon分析师目标价 — 即将上线
Financials财务数据
Revenue营业收入
5yr CAGR5年复合增速: 0.7%
Earnings Per Share每股收益
Free Cash Flow自由现金流
Margins利润率
Capital Allocation资本配置
| Buybacks (TTM)回购（TTM） | $123.6M |
| Stock-based comp股权薪酬 | $80.0M |
| Share count change (1y)股数变化（1年） | -0.9% |
Piotroski皮奥特罗斯基 3/7
Altman Z阿尔特曼Z: distress (1.0)
Watch关注
Snapshot Gauges综合指标
Valuation vs Sector估值相对行业
Looks cheap vs sector相对行业偏便宜
Cheaper than 72% of its sector on blended multiples综合估值倍数低于行业内 72% 的公司
Beta市场敏感度
1.63×
0.21×3×
Moves about 1.6× the market波动幅度约为市场的 1.6 倍
Financial Health财务健康
3/7
Altman阿尔特曼: distress
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息
Why Is It Moving为何波动
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
BOTTOMING → UPTREND筑底中 → 上涨趋势
Options Positioning期权持仓
Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±2.50%
Expected weekly move预期周波动
±5.59%
Call wall看涨密集区
$30
25d risk reversal25d风险逆转
-10.4%
Skew: 偏斜：fear
Ownership & Smart Money持仓与聪明钱
Insider activity内部人员活动: -$3.8M net (0 buyers, 1 sellers)-$3.8M 净值（0 买家，1 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Activity动作 | % of portfolio组合占比 | As of截至 |
|---|---|---|---|---|
| Trian Fund Management | C | Holding持有 | 1.9% | 2026-03-31 |
| Basswood Capital Management | B | Holding持有 | 1.4% | 2026-03-31 |
Signal History信号历史
TOP WATCH
NEARING A HIGH
Jul 15, 2026
BOTTOMING → UPTREND筑底中 → 上涨趋势
HOLD持有
Jul 15, 2026
IVZ made a new 52-week highIVZ 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $30.30.价格创出52周新高 — 全市场关注的动量/趋势极值。$30.30。
Jul 14, 2026
IVZ took relative-strength leadershipIVZ 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $28.73.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$28.73。
Jul 9, 2026
UNCONFIRMED TURN → BOTTOMING未确认转向 → 筑底中
BUY SETUP买入预备
Jul 9, 2026
IVZ took relative-strength leadershipIVZ 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $28.61.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$28.61。
Jul 9, 2026
IVZ daily MACD crossed upIVZ 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $28.61.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$28.61。
Jul 8, 2026
NEARING A HIGH → UNCONFIRMED TURN接近高点 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 2, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 1, 2026
DOWNTREND → BOTTOMING下跌趋势 → 筑底中
BUY SETUP买入预备
Jul 1, 2026
IVZ StochRSI turned up from oversoldIVZ StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $26.83.StochRSI重回20上方 — 下行动量趋缓的最早预警。$26.83。
Jun 25, 2026
IVZ printed a daily-cycle lowIVZ 打出日线周期低点
A confirmed local low — in this cycle framework the highest-odds long-entry window. $25.87.一个已确认的局部低点 — 在本周期框架中做多胜率最高的入场窗口。$25.87。
Showing last 15 of显示最近15条，共 98 signals条信号
Factor Profile因子特征
Composite factor score综合因子得分: 0.36
Value价值
+0.9
Investment资本投入
+0.5
Shareholder payout股东回报
-0.1
Low volatility低波动
+0.1
Low market beta低市场敏感度
-1.1
Short interest空头兴趣
+0.6
Company Profile公司档案
Invesco Ltd. is an American independent investment management company headquartered in Atlanta, Georgia, with branch offices in 20 countries.景顺有限公司是一家总部位于佐治亚州亚特兰大、在20个国家设有分支机构的美国独立投资管理公司。
Watch items — what could change the thesis关注项 — 可能改变论点的因素
- Capital intensity rising
Get the full picture获取完整视图
Nightly signals, options flow, and factor analysis across all S&P 500 names.每日更新的信号、期权资金流向和因子分析，覆盖所有标普500成分股。