NASDAQ · STOCK
Invesco
$29.62
52W $20.08 – $31.02
56/100
$13.12B
-43.5
1.60
Is IVZ Bullish or Bearish?
Mixed.
Innellis AI committee rates Invesco (IVZ) Watch with a composite score of 56/100
, based on 7 analysts with 71% agreement.
Last updated July 31, 2026.
What Would Change This View
- Upgrade to Buy
- Requires a committee score of 60.0 — +3.94 from today. Applies on the first day at or above the line; upgrades are never dampened.
- Downgrade to Reduce
- Requires the score to fall below 40.0 — -16.06 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.
Executive Summary
Some positive signals exist — news sentiment is positive (+0.60 across 76 articles, 14d) — but they are not yet strong enough to justify a Buy. The committee is monitoring for confirmation.
Bull & Bear Case
Bull Case
- Price-to-book of 1.0x is a discount to asset value — Value
- Dividend yield of 2.9% pays you to wait — Value
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- ROE of only -0.5% -- cheap may mean cheap for a reason — Value
- Revenue declining -14.5% YoY -- this is not a growth story right now — Growth
- MACD histogram negative -- bearish momentum — Technical
- Current ratio of 0.80 is tight -- limited short-term liquidity cushion — Risk
- Bollinger bandwidth of 15.4% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or
forward-looking judgement. They summarise what the numbers say today.
Price History (6M)
AI Investment Committee
Committee Consensus
As of July 31, 2026
Overall Committee Score
56/100
Agreement
71%
Analysts
7
Conviction
Moderate
Sector Rank
Top 62%
of 141 Financial Services peers
Value Analyst
neutral
55
/ 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ Price-to-book of 1.0x is a discount to asset value
− ROE of only -0.5% -- cheap may mean cheap for a reason
Growth Analyst
neutral
50
/ 100 · Moderate confidence
Moderate growth -- present but not remarkable
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
− Revenue declining -14.5% YoY -- this is not a growth story right now
Technical Analyst
bullish
61
/ 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst
neutral
47
/ 100 · Moderate confidence
Moderate risk -- no single red flag, but nothing that clearly de-risks the position either
− Current ratio of 0.80 is tight -- limited short-term liquidity cushion
Macro Analyst
neutral
58
/ 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst
bullish
77
/ 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.60 across 76 articles, 14d)
Portfolio Manager
neutral
45
/ 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
Investment Thesis Evolution
Committee score moved marginally from 54.2 to 56.1.
- Conviction changed from contested to moderate.
- Committee agreement increased sharply from 43% to 71%.
- New bearish signals: 5 appeared.
- Bullish support removed: 2 signal(s) disappeared.
- New bullish signals: 4 appeared.
- Bearish pressure eased: 5 signal(s) disappeared.
- Analyst(s) changed stance: Macro Analyst, Risk Analyst.
Analyst-level changes:
- Growth Analyst: +1 bearish signal(s).
- Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
- News Analyst: score 68->77 (+9); +1 bullish signal(s).
- Portfolio Manager: +2 bearish signal(s).
- Risk Analyst: stance bearish->neutral; score 35->47 (+12); +1 bearish signal(s).
- Value Analyst: +1 bearish signal(s); +1 bullish signal(s).
Comparing 2026-07-30 to 2026-07-31 (1 day apart).
Technical Analysis
RSI (14)
53.8
Neutral
MACD Histogram
-0.092
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Mixed
Bollinger %B
0.60
Inside Bands
Price vs Moving Averages
EMA 9
$29.43
Above
EMA 21
$29.08
Above
EMA 50
$28.25
Above
EMA 200
$25.80
Above
Fundamental Analysis
Valuation
100
Growth
84
Profitability
0
Financial Health
41
Cash Flow
37
Valuation
P/E Ratio
-43.5×
P/B Ratio
1.07×
PEG Ratio
0.11
Dividend Yield
0.03%
52W High
$31.02
52W Low
$20.08
Quality & Growth
ROE
-2.3%
ROA
-1.0%
Gross Margin
67.4%
Operating Margin
-7.1%
Revenue Growth YoY
—
Debt / Equity
0.85
AI Fundamental Assessment
P/E ratio of -43.5 (inexpensive relative to a 15-40x range); Price-to-book of 1.1x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -0.0%; Return on assets of -0.0%; Net margin of -0.0%; Gross margin of 0.7%; Current ratio of 0.00 (tight short-term liquidity); Debt-to-equity of 0.85; Free cash flow margin of 1.0% (thin cash generation); Free cash flow per share is positive (4.35); Most recent quarter beat estimates by 6.3%; EPS growth accelerating (-8.1% -> +24.6% QoQ); Average YoY EPS growth of 97.2%; Analyst estimates rising over recent quarters
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