IVZ
Invesco Ltd. Financial Services - Asset Management Investor Relations →
Invesco Ltd. (IVZ) closed at $25.89 as of 2026-05-01, trading 55.0% above its 200-week moving average of $16.71. The stock moved further from the line this week, up from 53.2% last week. The 14-week RSI sits at 38, indicating neutral momentum.
Trading volume is running at 1.3x of its 14-week average, which is in the normal range. The balance between buying and selling volume (0.86 ratio) is neutral — neither side is clearly dominating.
Over the past 1553 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 $11.5 billion, IVZ is a large-cap stock. Return on equity stands at -1.5%. The stock trades at 1.2x book value.
Over the past 29.8 years, a hypothetical investment of $100 in IVZ would have grown to $911, compared to $1874 for the S&P 500. IVZ has returned 7.7% annualized vs 10.3% for the index, underperforming the broader market over this period.
Free cash flow has been growing at a 41.3% compound annual rate, with 4 consecutive years of positive cash generation.
Business Health
Annual financials — how the underlying business has performed over the past several years.
Cash Flow Free cash flow & net income ($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.
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% | +811.0% |
| Oct 1996 | Oct 1996 | 3 | 1.1% | +94.7% | +736.2% |
| Sep 1998 | Oct 1998 | 2 | 18.6% | +75.4% | +533.4% |
| Sep 2001 | Oct 2001 | 5 | 27.3% | -50.0% | +140.4% |
| Feb 2002 | Mar 2002 | 4 | 7.8% | -56.6% | +135.6% |
| Apr 2002 | Nov 2005 | 188 | 64.8% | -57.1% | +132.9% |
| Oct 2008 | Aug 2009 | 45 | 53.7% | +71.8% | +247.4% |
| Jan 2010 | Mar 2010 | 8 | 10.9% | +30.6% | +148.4% |
| May 2010 | Sep 2010 | 19 | 19.7% | +23.2% | +137.1% |
| Aug 2011 | Oct 2011 | 12 | 22.8% | +18.6% | +137.6% |
| Nov 2011 | Nov 2011 | 2 | 9.1% | +23.9% | +138.1% |
| Dec 2011 | Dec 2011 | 1 | 2.1% | +36.0% | +138.5% |
| Dec 2015 | Dec 2015 | 1 | 1.4% | +6.1% | +33.9% |
| Jan 2016 | Feb 2017 | 58 | 20.2% | +8.7% | +36.6% |
| Mar 2017 | Apr 2017 | 7 | 6.2% | +12.4% | +23.5% |
| May 2017 | May 2017 | 1 | 0.7% | -6.1% | +23.1% |
| Sep 2017 | Sep 2017 | 1 | 0.9% | -21.0% | +21.8% |
| Mar 2018 | Jan 2021 | 147 | 69.9% | -34.6% | +23.5% |
| May 2022 | May 2022 | 1 | 0.6% | -11.0% | +74.2% |
| Jun 2022 | Jul 2022 | 7 | 8.9% | -2.4% | +78.0% |
| Aug 2022 | Nov 2022 | 11 | 21.3% | -7.9% | +76.4% |
| Mar 2023 | Jul 2023 | 18 | 12.7% | +2.0% | +81.6% |
| Jul 2023 | Dec 2023 | 20 | 25.0% | +10.7% | +77.4% |
| Jan 2024 | Sep 2024 | 35 | 15.2% | +14.4% | +76.8% |
| Jan 2025 | Jan 2025 | 1 | 4.7% | +82.4% | +66.6% |
| Mar 2025 | Jun 2025 | 17 | 22.9% | +57.6% | +72.4% |
| Average | 24 | — | +15.5% | — |
Frequently Asked Questions
Is IVZ below its 200-week moving average?
No. Invesco Ltd. (IVZ) is currently 55.0% above its 200-week moving average of $16.71. It would need to fall to $16.71 to cross below the line.
What is IVZ's 200-week moving average price?
Invesco Ltd.'s 200-week moving average is $16.71 as of 2026-05-01. 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 2026-05-01: The stock is above its 200-week moving average, so it doesn't currently meet our primary signal. The 14-week RSI is 38. Return on equity is -1.5%. Price-to-book is 1.2x. 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 29.8 years, $100 invested in IVZ would have grown to $911, compared to $1874 for the S&P 500. That's 7.7% annualized vs 10.3% 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 332.00%.
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 2026-05-01