IVZ
Invesco Ltd. Financial Services - Asset Management Investor Relations →
Invesco Ltd. (IVZ) closed at $28.14 as of 2026-06-19, trading 65.2% above its 200-week moving average of $17.04. The stock is currently moving closer to the line, down from 70.4% last week. With a 14-week RSI of 74, IVZ is in overbought territory.
Trading volume is running at 1.1x of its 14-week average, which is in the normal range. The balance between buying and selling volume (0.90 ratio) is neutral — neither side is clearly dominating.
Over the past 1560 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 +15.5%.
With a market cap of $12.5 billion, IVZ is a large-cap stock. The company generates a free cash flow yield of 6.9%, which is healthy. Return on equity stands at -1.5%. The stock trades at 1.3x book value.
Over the past 30 years, a hypothetical investment of $100 in IVZ would have grown to $998, compared to $1953 for the S&P 500. IVZ has returned 8.0% annualized vs 10.4% for the index, underperforming the broader market over this period.
Free cash flow has been growing at a 41.3% compound annual rate, with 4 consecutive years of positive cash generation.
Business Health
Annual financials — how the underlying business has performed over the past several years.
Cash Flow Free cash flow & net income ($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 26 historical episodes, buying IVZ when it crossed below its 200-week moving average produced an average return of +14.9% after 12 months (median +8.0%), compared to +15.4% for the S&P 500 over the same periods. 65% 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.
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: 2026-07-21.
| Level | σ | Price | Signal |
|---|---|---|---|
| Deep Value | +2σ | $20.87 | Unusually cheap — potential buy zone |
| Value | +1σ | $22.47 | Cheap vs. own history |
| Fair Value | +0σ | $24.34 | Historical mean behavior |
| Expensive | -1σ | $26.55 | Expensive vs. own history |
| Deep Expensive | -2σ | $29.21 | 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 26 times with an average 1-year return of +15.5% after recovery.
| Crossed Below | Recovered | Weeks | Max Depth | 1-Year Return | Return Since Touch |
|---|---|---|---|---|---|
| Jul 1996 | Aug 1996 | 2 | 8.1% | +80.6% | +897.9% |
| Oct 1996 | Oct 1996 | 3 | 1.1% | +94.7% | +815.9% |
| Sep 1998 | Oct 1998 | 2 | 18.6% | +75.4% | +593.8% |
| Sep 2001 | Oct 2001 | 5 | 27.3% | -50.0% | +163.4% |
| Feb 2002 | Mar 2002 | 4 | 7.8% | -56.6% | +158.0% |
| Apr 2002 | Nov 2005 | 188 | 64.8% | -57.1% | +155.2% |
| Oct 2008 | Aug 2009 | 45 | 53.7% | +71.8% | +280.5% |
| Jan 2010 | Mar 2010 | 8 | 10.9% | +30.6% | +172.1% |
| May 2010 | Sep 2010 | 19 | 19.7% | +23.2% | +159.7% |
| Aug 2011 | Oct 2011 | 12 | 22.8% | +18.6% | +160.3% |
| Nov 2011 | Nov 2011 | 2 | 9.1% | +23.9% | +160.8% |
| Dec 2011 | Dec 2011 | 1 | 2.1% | +36.0% | +161.2% |
| Dec 2015 | Dec 2015 | 1 | 1.4% | +6.1% | +46.7% |
| Jan 2016 | Feb 2017 | 58 | 20.2% | +8.7% | +49.7% |
| Mar 2017 | Apr 2017 | 7 | 6.2% | +12.4% | +35.3% |
| May 2017 | May 2017 | 1 | 0.7% | -6.1% | +34.8% |
| Sep 2017 | Sep 2017 | 1 | 0.9% | -21.0% | +33.4% |
| Mar 2018 | Jan 2021 | 147 | 69.9% | -34.6% | +35.2% |
| May 2022 | May 2022 | 1 | 0.6% | -11.0% | +90.9% |
| Jun 2022 | Jul 2022 | 7 | 8.9% | -2.4% | +95.0% |
| Aug 2022 | Nov 2022 | 11 | 21.3% | -7.9% | +93.3% |
| Mar 2023 | Jul 2023 | 18 | 12.7% | +2.0% | +99.0% |
| Jul 2023 | Dec 2023 | 20 | 25.0% | +10.7% | +94.3% |
| Jan 2024 | Sep 2024 | 35 | 15.2% | +14.4% | +93.6% |
| Jan 2025 | Jan 2025 | 1 | 4.7% | +82.4% | +82.5% |
| Mar 2025 | Jun 2025 | 17 | 22.9% | +57.6% | +88.9% |
| Average | 24 | — | +15.5% | — |
Frequently Asked Questions
Is IVZ below its 200-week moving average?
No. Invesco Ltd. (IVZ) is currently 65.2% above its 200-week moving average of $17.04. It would need to fall to $17.04 to cross below the line.
What is IVZ's 200-week moving average price?
Invesco Ltd.'s 200-week moving average is $17.04 as of 2026-06-19. 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 26 times in our data. On average, buying at that moment produced a one-year return of +15.5%. These dips have historically been decent entry points. These episodes lasted 24 weeks on average.
Is IVZ a good value right now?
Here's what our data says about IVZ as of 2026-06-19: The stock is above its 200-week moving average, so it doesn't currently meet our primary signal. The 14-week RSI is 74 (overbought). Free cash flow yield is 6.9%. Return on equity is -1.5%. Price-to-book is 1.3x. 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 years, $100 invested in IVZ would have grown to $998, compared to $1953 for the S&P 500. That's 8.0% annualized vs 10.4% for the index. IVZ has underperformed the broader market over this period.
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 2026-06-19