$23.58
▲ +$0.01
(+0.04%)
Vol 4.1M
Mkt Cap
$10.5B
ROE
-2.1%
Margin
-13.3%
Beta
1.61
Div Yield
3.56%
52W
$12–$30
Wall Street Consensus
17 analysts · Apr 20262
Strong Buy
7
Buy
8
Hold
0
Sell
0
Strong Sell
52.9%
Buy Rating
Price Chart
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Earnings
Beat rate: 75.0%| Quarter | EPS Est | EPS Act | Surprise |
|---|---|---|---|
| Dec 2025 | $0.59 | $0.62 | +$0.03 |
| Sep 2025 | $0.46 | $0.61 | +$0.15 |
| Jun 2025 | $0.41 | $0.36 | $-0.05 |
| Mar 2025 | $0.39 | $0.44 | +$0.05 |
Quarterly Revenue & Earnings
| Quarter | 2024-0… | 2024-1… | 2025-0… | 2025-0… | 2025-0… | 2025-1… |
|---|---|---|---|---|---|---|
| Revenue | — | $1.6B | $1.5B | $1.5B | $1.6B | $1.7B |
| Net Income | — | $268.5M | $230.3M | $203.4M | $345.7M | -$1.1B |
Key Ratios
ROA (TTM)
-1.0%
P/S (TTM)
2.21
P/B
1.0
EPS (TTM)
$-0.63
CF/Share
$1.64
Rev Growth 3Y
+1.8%
52W High
$29.61
52W Low
$11.60
$11.60
52-Week Range
$29.61
Financial Health
Free Cash Flow
$432.2M
Net Debt
$7.8B
Cash
$2.0B
Total Debt
$9.8B
As of Dec 31, 2025
How does IVZ compare to Financial Services peers?
Peer group: Peers · Financial Services (Peers) · 10 companies
IVZ valuation vs Financial Services peers
P/E ratio
—
▼
0%
below
peers
(10.6)
vs Peers
vs Industry
Overvalued
P/S ratio
2.2
▼
46%
below
peers
(4.1)
vs Peers
vs Industry
Undervalued
P/B ratio
1.0
▼
66%
below
peers
(2.8)
vs Peers
vs Industry
Undervalued
Div yield
3.6%
▲
56%
above
peers
(2.3%)
vs Peers
vs Industry
Below avg
IVZ profitability vs Financial Services peers
ROE
-2.1%
▼
123%
below
peers
(9.0%)
vs Peers
vs Industry
Weak
Net margin
-13.3%
▼
143%
below
peers
(31.1%)
vs Peers
vs Industry
Weak
Gross margin
66.9%
▲
0%
above
peers
(66.9%)
vs Peers
vs Industry
Weak
ROA
-1.0%
▼
126%
below
peers
(3.8%)
vs Peers
vs Industry
Weak
IVZ financial health vs Financial Services peers
D/E ratio
—
▼
0%
below
peers
(58.9)
vs Peers
vs Industry
In line
Current ratio
0.8
▼
22%
below
peers
(1.0)
vs Peers
vs Industry
Low liquidity
Beta
1.6
▲
28%
above
peers
(1.3)
vs Peers
vs Industry
More volatile
IVZ fundamentals radar
IVZ
Peer median
Industry
IVZ profitability vs leverage
Bubble size = market cap · X = net margin · Y = D/E ratio
IVZ vs peers: key metrics
Dividends
$0.84
/ year
Feb 13, 2026
$0.2100
Nov 14, 2025
$0.2100
Aug 14, 2025
$0.2100
May 14, 2025
$0.2100
Feb 14, 2025
$0.2050
Nov 14, 2024
$0.2050
Aug 16, 2024
$0.2050
May 13, 2024
$0.2050