Invesco LtdNYSE: IVZ
Financials · Asset Management & Custody Banks
$28.14
-2.28%
Vol: 5.6M
Research Digest
Friday, June 19, 2026
Invesco completes Canadian asset sale to CI GAM as AUM hits $2.45T and analysts raise price targets
Invesco completed the sale of its Canadian investment fund assets to CI Global Asset Management on June 1, 2026, streamlining its international footprint. As of May 31, 2026, the firm reported preliminary AUM of $2,453.9 billion, up 4.9% month-over-month, driven by $18.9 billion in net long-term inflows. In early June 2026, Evercore ISI raised its price target to $31 from $28, and TD Cowen raised its target to $33 from $32. Q1 2026 results reported April 28 showed EPS of $0.57, slightly missing the $0.59 consensus, on revenue of $1.26 billion. The BulletShares ETF suite expansion and strong ETF inflows support a constructive medium-term outlook, though fee pressure in passive products remains a risk.
Previous Market Intelligence
13 daysJun 18No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 17No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 16No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 15No significant overnight updatesNeutral▶
No material news in the last 48 hours.
Jun 14No significant overnight updatesNeutral▶
No material news in the last 48 hours.
May 21Invesco reported preliminary month-end AUM of $2.34T (+8.3% MoM) with $18.2B net long-term inflows, and analysts raised price targets with Morgan Stanley to $28 and Evercore ISI to $28.Positive▶
Invesco announced preliminary month-end AUM of $2.34 trillion, an 8.3% increase versus the prior month-end, with net long-term inflows of $18.2 billion. Morgan Stanley analyst Michael Cyprys raised the price target to $28 from $26 (Equal Weight), and Evercore ISI's Glenn Schorr raised to $28 from $27 (In Line). Shares fell 3.4% on May 19 to $26.47 despite a 20.36% one-month rally. CEO Andrew Schlossberg will participate in a fireside chat at Bernstein's Annual Strategic Decisions Conference on May 27. Q1 2026 results showed 14% YoY revenue growth to $1.26B in net revenues, with strong ETF flows supported by the QQQ conversion to an open-end ETF.
May 20Invesco reports $2.34T AUM with $18.2B net long-term inflows as CEO heads to Bernstein conferencePositive▶
Invesco reported preliminary month-end assets under management of $2.34 trillion, up 8.3% MoM, with net long-term inflows of $18.2B in the month. CEO Andrew Schlossberg will participate in a fireside chat at Bernstein's Annual Strategic Decisions Conference on May 27, 2026. Morgan Stanley analyst Michael Cyprys raised the IVZ price target to $28 from $26, maintaining Equal Weight. Q1 2026 financials showed revenue of $1.74B, net income of $230.4M and EPS of $0.51. Analyst consensus remains Buy across 15 analysts with an average target of $27.43, though concerns persist around margin pressure.
May 19Invesco reports preliminary April AUM of $2.34T (+8.3% MoM) with $18.2B net long-term inflows, leading peer AUM growth; Morgan Stanley raises PT to $28Positive▶
Invesco announced preliminary month-end April 2026 AUM of $2.34 trillion, an 8.3% increase versus the prior month-end with $18.2B in net long-term inflows, leading major asset managers in monthly AUM growth. The company also announced CEO Andrew Schlossberg will participate in a fireside chat at Bernstein's Annual Strategic Decisions Conference on May 27, 2026. Morgan Stanley analyst Michael Cyprys raised the firm's price target to $28 from $26 while maintaining an Equal Weight rating. Average analyst rating across 15 firms is Buy with a 12-month price target of $27.43. Q1 2026 results showed revenue of $1.74B, net income of $230.4M, and EPS of $0.51. Some concerns persist over margin pressures and sales growth.
May 18Invesco announced on May 13 that CEO Andrew Schlossberg will participate in Bernstein Strategic Decisions Conference on May 27; April AUM rose 8.3% MoM to $2.34T with $18.2B in net long-term inflows.Positive▶
Invesco announced on May 13 that CEO Andrew Schlossberg will participate in a fireside chat at Bernstein Annual Strategic Decisions Conference on May 27, 2026. The company disclosed preliminary April month-end AUM of $2.34 trillion, up 8.3% MoM, with net long-term inflows of $18.2 billion. Earlier Q1 2026 results showed operating revenues of $1,744.5M and operating income of $333.2M, driven by ETF and Index inflows, China JV, and fundamental fixed income strategies. The company declared a $0.215 common dividend payable June 2. Multiple analysts raised price targets recently, including Morgan Stanley to $28, Evercore ISI to $28, and JPMorgan to $27.50.
May 15Invesco AUM hits $2.34T (+8.3% MoM) with $18.2B net inflows; Morgan Stanley raises PT to $28Positive▶
Invesco Ltd. announced preliminary April 30, 2026 AUM of $2.34 trillion, up 8.3% versus prior month-end on $18.2B in net long-term inflows. The growth led monthly AUM expansion among large asset managers. Morgan Stanley analyst Michael Cyprys raised the PT to $28 from $26 and maintained Equal Weight. Across 15 analysts the average rating is Buy. Invesco's 2026 macro outlook now flags higher headline inflation from rising energy prices, with growth resilience and no Fed cuts in 2026 expected. Risk: despite the strong inflow momentum, analysts continue to flag valuation and profitability concerns at current levels. CEO Andrew Schlossberg will participate in upcoming investor events to highlight performance.
May 14Invesco April AUM hits $2.34T up 8.3% on $18.2B net inflows; multiple analysts raise PTs including TD Cowen to $32Positive▶
Invesco reported preliminary April 30, 2026 month-end AUM of $2,339.4 billion, an 8.3% increase versus the previous month-end, driven by $18.2B in net long-term inflows and favorable markets. The stock closed at $27.59, up 2.83% recently, and is up 82.8% over the past year. Multiple analyst PT increases were announced: Morgan Stanley to $28 from $26, Evercore ISI to $28 from $27, JPMorgan to $27.50 from $25, and TD Cowen to $32 from $27. Consensus rating is Buy with $27.07 average 12-month PT. CEO Andrew Schlossberg will participate in a fireside chat at Bernstein's Annual Strategic Decisions Conference on May 27, 2026. Forecasted EPS growth for the fiscal year stands at 26.6%.
May 13Invesco reported April AUM of $2.34 trillion up 8.3% month-over-month following Q1 revenue beat of $1.74BPositive▶
Invesco announced April 30, 2026 preliminary AUM of $2,339.4 billion, an 8.3% increase versus the prior month-end, signaling continued strong net inflows. Q1 2026 operating revenue rose to $1.74B (vs $1.53B prior year) and operating income jumped to $333.2M, with revenue exceeding consensus by 37%. However, EPS of $0.57 narrowly missed the $0.58 estimate. The company declared a $0.215 dividend with ex-date May 15, payable June 2. The 12-month average analyst price target is $27.07 (Buy consensus from 15 analysts), implying ~9.5% upside. Invesco Canada also announced changes to its mutual fund and ETF line-up effective on or about May 8.
May 12Invesco reported preliminary April-end AUM of $2.339 trillion, up 8.3% month-over-month, ahead of May 15 ex-dividend date.Positive▶
Invesco disclosed preliminary April 30 AUM of $2,339.4B, an 8.3% sequential increase, signaling continued asset-flow momentum following Q1 net long-term inflows of $21.8B led by ETFs/Index, the China JV and Fixed Income. The May 15 ex-dividend date for the $0.215 quarterly common dividend falls inside the 48-hour window. Q1 2026 results showed revenue of $1.744B (up from $1.529B), adjusted operating margin of 34.5% and a $1B repurchase authorization. Bear case: Q1 EPS of $0.57 narrowly missed $0.58 consensus and the stock is up ~99% YoY, leaving valuation extended if the AUM trajectory cools.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| IVZINVESCO | $28.14 | -2.28% | +2.7% | 8.9x | 1.60 | $12.0B |
| BLKBLACKROCK | $1,050.83 | -0.62% | +4.8% | 16.3x | 1.44 | $161.9B |
| BXBLACKSTONE | $124.01 | -0.80% | +6.9% | 16.3x | 1.58 | $150.1B |
| BKBANK | $137.16 | +0.00% | — | 14.2x | 1.07 | $94.1B |
| KKRKKR | $96.93 | -0.25% | +5.5% | 12.7x | 1.79 | $87.5B |
| APOAPOLLO | $137.79 | -0.81% | +3.3% | 11.2x | 1.50 | $68.4B |
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