IVZ
Invesco Ltd. Financial Services - Asset Management Investor Relations →
Invesco Ltd. (IVZ) closed at $26.82 as of 2026-02-02, trading 64.7% above its 200-week moving average of $16.28. The stock is currently moving closer to the line, down from 68.1% last week. The 14-week RSI sits at 68, indicating neutral momentum.
Over the past 1541 weeks of data, IVZ has crossed below its 200-week moving average 26 times. On average, these episodes lasted 24 weeks. Historically, investors who bought IVZ at the start of these episodes saw an average one-year return of +13.8%.
With a market cap of $11.9 billion, IVZ is a large-cap stock. Return on equity stands at -1.2%. The stock trades at 1.0x book value.
Over the past 29.7 years, a hypothetical investment of $100 in IVZ would have grown to $936, compared to $1796 for the S&P 500. IVZ has returned 7.8% annualized vs 10.2% for the index, underperforming the broader market over this period.
Free cash flow has been volatile over the past several years, making the quality of earnings harder to assess.
Growth of $100: IVZ vs S&P 500
Monthly data normalized to $100 at start. Vertical dashed lines mark 200-week MA touches.
What Happens After IVZ Crosses Below the Line?
Across 26 historical episodes, buying IVZ when it crossed below its 200-week moving average produced an average return of +11.6% after 12 months (median +7.0%), compared to +15.3% for the S&P 500 over the same periods. 64% of those episodes were profitable after one year. After 24 months, the average return was +41.0% vs +34.7% for the index.
Each line shows $100 invested at the moment IVZ crossed below its 200-week MA. Bold blue = stock average. Gray dashed = S&P 500 average over same periods.
Historical Touches
IVZ has crossed below its 200-week MA 26 times with an average 1-year return of +13.8% after recovery.
| Crossed Below | Recovered | Weeks | Max Depth | 1-Year Return | Return Since Touch |
|---|---|---|---|---|---|
| Jul 1996 | Aug 1996 | 2 | 8.1% | +80.6% | +836.2% |
| Oct 1996 | Oct 1996 | 3 | 1.1% | +94.7% | +759.3% |
| Sep 1998 | Oct 1998 | 2 | 18.6% | +75.4% | +550.9% |
| Sep 2001 | Oct 2001 | 5 | 27.3% | -50.0% | +147.1% |
| Feb 2002 | Mar 2002 | 4 | 7.8% | -56.6% | +142.1% |
| Apr 2002 | Nov 2005 | 188 | 64.8% | -57.1% | +139.4% |
| Oct 2008 | Aug 2009 | 45 | 53.7% | +71.8% | +257.0% |
| Jan 2010 | Mar 2010 | 8 | 10.9% | +30.6% | +155.2% |
| May 2010 | Sep 2010 | 19 | 19.7% | +23.2% | +143.7% |
| Aug 2011 | Oct 2011 | 12 | 22.8% | +18.6% | +144.2% |
| Nov 2011 | Nov 2011 | 2 | 9.1% | +23.9% | +144.6% |
| Dec 2011 | Dec 2011 | 1 | 2.1% | +36.0% | +145.1% |
| Dec 2015 | Dec 2015 | 1 | 1.4% | +6.1% | +37.6% |
| Jan 2016 | Feb 2017 | 58 | 20.2% | +8.7% | +40.4% |
| Mar 2017 | Apr 2017 | 7 | 6.2% | +12.4% | +26.9% |
| May 2017 | May 2017 | 1 | 0.7% | -6.1% | +26.5% |
| Sep 2017 | Sep 2017 | 1 | 0.9% | -21.0% | +25.1% |
| Mar 2018 | Jan 2021 | 147 | 69.9% | -34.6% | +26.9% |
| May 2022 | May 2022 | 1 | 0.6% | -11.0% | +79.0% |
| Jun 2022 | Jul 2022 | 7 | 8.9% | -2.4% | +83.0% |
| Aug 2022 | Nov 2022 | 11 | 21.3% | -7.9% | +81.3% |
| Mar 2023 | Jul 2023 | 18 | 12.7% | +2.0% | +86.7% |
| Jul 2023 | Dec 2023 | 20 | 25.0% | +10.7% | +82.3% |
| Jan 2024 | Sep 2024 | 35 | 15.2% | +14.4% | +81.7% |
| Jan 2025 | Jan 2025 | 1 | 4.7% | +82.4% | +71.2% |
| Mar 2025 | Jun 2025 | 17 | 22.9% | N/A | +77.2% |
| Average | 24 | — | +13.8% | — |
Not financial advice. This is an educational tool. Past performance does not guarantee future results. Do your own research before making investment decisions.
Data as of Friday close, 2026-02-02