IVZ
Invesco Ltd. Financial Services - Asset Management Investor Relations →
Invesco Ltd. (IVZ) closed at $29.60 as of 2026-07-31, trading 69.1% above its 200-week moving average of $17.50. The stock is currently moving closer to the line, down from 71.9% last week. The 14-week RSI sits at 66, indicating neutral momentum.
Trading volume is running at 1.4x of its 14-week average, which is in the normal range. The balance between buying and selling volume (0.85 ratio) is neutral — neither side is clearly dominating.
Over the past 1566 weeks of data, IVZ has crossed below its 200-week moving average 25 times. On average, these episodes lasted 25 weeks. Historically, investors who bought IVZ at the start of these episodes saw an average one-year return of +16.5%.
With a market cap of $13.1 billion, IVZ is a large-cap stock. Return on equity stands at -0.6%. The stock trades at 1.1x book value.
Over the past 30.1 years, a hypothetical investment of $100 in IVZ would have grown to $1050, compared to $1953 for the S&P 500. IVZ has returned 8.1% annualized vs 10.4% for the index, underperforming the broader market over this period.
Free cash flow has been growing at a 41.3% compound annual rate, with 4 consecutive years of positive cash generation.
Business Health
Annual financials — how the underlying business has performed over the past several years.
Cash Flow Free cash flow & net income ($M)
Revenue Annual revenue ($M) — business growth proxy
Total Debt Balance sheet debt ($M)
ROIC Return on invested capital (%)
FCF Yield Free cash flow / market cap (%) — Yartseva signal
Gross Margin Pricing power & competitive moat (%)
Shares Outstanding Buybacks vs dilution (millions)
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 25 historical episodes, buying IVZ when it crossed below its 200-week moving average produced an average return of +16.1% after 12 months (median +8.0%), compared to +15.9% for the S&P 500 over the same periods. 68% of those episodes were profitable after one year. After 24 months, the average return was +43.1% vs +34.8% 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.
Bean Score Experimental
The Bean Score measures how far a stock's free cash flow yield has deviated from its own quarterly baseline, normalized by the stock's historical behavior. Between earnings dates, FCF is constant — so the score is purely a function of stock price. The levels below show at what prices IVZ would reach each dislocation threshold.
Dislocation Price Levels
Prices where IVZ's Bean Score would hit each σ threshold. Valid until next earnings report (date TBD — last report: 2026-03-31).
| Level | σ | Price | Signal |
|---|---|---|---|
| Deep Value | +2σ | $21.01 | Unusually cheap — potential buy zone |
| Value | +1σ | $22.75 | Cheap vs. own history |
| Fair Value | +0σ | $24.79 | Historical mean behavior |
| Expensive | -1σ | $27.25 | Expensive vs. own history |
| Deep Expensive | -2σ | $30.24 | Unusually expensive — potential trim zone |
Quarterly FCF & Yield Trailing twelve-month free cash flow and yield at each quarter end
Signal Accuracy Collecting Data
The Bean Score system is accumulating weekly data to validate signal accuracy. After 13+ weeks of history, this section will display win rates and average returns for each σ threshold crossing — answering the question: "When this score says cheap or expensive, does the price subsequently move in the expected direction?"
Theoretical framework — not backtested or forward-tested. The Bean Score uses trailing twelve-month free cash flow yield as a dislocation identifier. It measures whether the market has pushed a stock's yield unusually far from its own baseline behavior. These levels are reference points for identifying potential swing trade opportunities, not buy/sell signals. FCF values update quarterly with earnings; between reports, all movement is price-driven.
Dislocation Scores Experimental
Each score measures deviation from IVZ's own historical baseline — the same idea as the Bean Score, applied to different fundamentals. Positive means cheaper or more dislocated than this stock's norm. Scores marked σ are normalized by the stock's own variability; pp values are simple deltas from its recent baseline.
Theoretical framework — not backtested. These scores describe how unusual today's readings are for this specific company. They are starting points for research, not buy or sell signals. Annual-statement scores (buyback, accruals, FCF vs history) rest on only ~4 yearly data points and are deltas, not sigmas.
Historical Touches
IVZ has crossed below its 200-week MA 25 times with an average 1-year return of +16.5% after recovery.
| Crossed Below | Recovered | Weeks | Max Depth | 1-Year Return | Return Since Touch |
|---|---|---|---|---|---|
| Jul 1996 | Aug 1996 | 2 | 8.1% | +80.6% | +949.7% |
| Oct 1996 | Oct 1996 | 3 | 1.1% | +94.7% | +863.5% |
| Sep 1998 | Oct 1998 | 2 | 18.6% | +75.4% | +629.8% |
| Sep 2001 | Oct 2001 | 5 | 27.3% | -50.0% | +177.0% |
| Feb 2002 | Mar 2002 | 4 | 7.8% | -56.6% | +171.4% |
| Apr 2002 | Nov 2005 | 188 | 64.9% | -57.1% | +168.4% |
| Oct 2008 | Aug 2009 | 45 | 53.7% | +71.8% | +300.3% |
| Jan 2010 | Mar 2010 | 8 | 11.0% | +30.6% | +186.2% |
| May 2010 | Sep 2010 | 19 | 19.7% | +23.2% | +173.2% |
| Aug 2011 | Oct 2011 | 12 | 22.9% | +18.6% | +173.8% |
| Nov 2011 | Nov 2011 | 2 | 9.2% | +24.0% | +172.6% |
| Dec 2011 | Dec 2011 | 1 | 2.1% | +36.0% | +174.8% |
| Dec 2015 | Dec 2015 | 1 | 1.5% | +6.1% | +54.3% |
| Jan 2016 | Feb 2017 | 58 | 20.2% | +8.7% | +57.4% |
| Mar 2017 | Apr 2017 | 7 | 6.3% | +12.4% | +42.3% |
| May 2017 | May 2017 | 1 | 0.7% | -6.1% | +41.8% |
| Sep 2017 | Sep 2017 | 1 | 1.0% | -21.0% | +40.3% |
| Mar 2018 | Jan 2021 | 147 | 69.9% | -34.6% | +42.3% |
| Jun 2022 | Jul 2022 | 7 | 9.0% | -2.4% | +105.1% |
| Aug 2022 | Nov 2022 | 11 | 21.3% | -7.9% | +103.3% |
| Mar 2023 | Jul 2023 | 18 | 12.7% | +2.0% | +109.3% |
| Jul 2023 | Dec 2023 | 20 | 25.1% | +10.7% | +104.4% |
| Jan 2024 | Sep 2024 | 35 | 15.3% | +14.4% | +103.7% |
| Jan 2025 | Jan 2025 | 1 | 4.8% | +82.4% | +91.9% |
| Mar 2025 | Jun 2025 | 17 | 22.9% | +57.6% | +98.7% |
| Average | 25 | — | +16.5% | — |
Frequently Asked Questions
Is IVZ below its 200-week moving average?
No. Invesco Ltd. (IVZ) is currently 69.1% above its 200-week moving average of $17.50. It would need to fall to $17.50 to cross below the line.
What is IVZ's 200-week moving average price?
Invesco Ltd.'s 200-week moving average is $17.50 as of 2026-07-31. This is the average weekly closing price over roughly the last 4 years, and it acts as a long-term trend line. When a stock drops below this level, it can signal that the price has fallen far enough from the long-term trend to attract value-oriented investors.
What happens when IVZ drops below its 200-week moving average?
IVZ has crossed below its 200-week moving average 25 times in our data. On average, buying at that moment produced a one-year return of +16.5%. These dips have historically been decent entry points. These episodes lasted 25 weeks on average.
Is IVZ a good value right now?
Here's what our data says about IVZ as of 2026-07-31: The stock is above its 200-week moving average, so it doesn't currently meet our primary signal. The 14-week RSI is 66. Return on equity is -0.6%. Price-to-book is 1.1x. This is not a buy or sell recommendation — always do your own research.
How does IVZ compare to the S&P 500?
Over the past 30.1 years, $100 invested in IVZ would have grown to $1050, compared to $1953 for the S&P 500. That's 8.1% annualized vs 10.4% for the index. IVZ has underperformed the broader market over this period.
Does IVZ pay a dividend?
Yes. Invesco Ltd. currently pays a dividend yield of 291.00%.
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 week of 2026-07-31