Invesco Ltd. (IVZ) Fair Value 2026

IVZ · Asset Management ·

By CirclFi Research Team · Data from SEC EDGAR, FRED & GDELT

Quality Score

6.6 /10

32 fundamental signals · 5 models active

Value Trap Risk

WARN (40/100)

Quick Summary — As of 2026-08-28, Invesco Ltd. (IVZ) trades at $32.86, versus a $15.73 median fair value across its 5 active models — 52.1% below the current price. QOC: 6.6/10. Value Trap Risk: 40/100 (WARN). 5/13 models active.

Key Facts

Ticker
IVZ
Price
$32.86
Quality Score
6.6/10
Value Trap Risk
40/100
Models Active
5/13
Last Updated
Strength: 5 independent models provide multi-angle coverage
Risk: Value Trap score of 40 suggests caution despite apparent undervaluation

Is Invesco Ltd. (IVZ) Undervalued or Overvalued in 2026?

According to CirclFi’s 5-model valuation engine, Invesco Ltd. (IVZ) appears overvalued as of : the median of 5 independent fair value estimates is $15.73, 52.1% below the current price of $32.86. Estimates range from $3.39 to $51.56. IVZ scores 6.6/10 on fundamental quality and 40/100 on value-trap risk.

For context, the median US equity CirclFi rates trades at an implied -23.4% versus its own 13-model consensus, across 3,809 rated companies as of 2026-08-28. IVZ’s -52.1% gap is wider than that market norm, and the Asset Management sector median is -4.4%. Full market index →

This verdict compares price to intrinsic value only — it is not a buy or sell rating. For the decision case (bull vs bear arguments, risk factors, peers), read Should You Buy Invesco Ltd. Stock in 2026? →

What Fair Value Does Each Model Give IVZ?

5 Intrinsic Value Models vs. Current Price ($32.86)

Core Models (Unlocked)
Model Fair Value Upside
Intrinsic · High Conviction
 $6.53 -80.1%
Ensemble · Low Conviction
 $15.73 -52.1%
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What Is IVZ's Fair Value Range?

Spread across 5 independent models · $3.39 to $51.56

CirclFi's 5 active models place Invesco Ltd. (IVZ) between $3.39 and $51.56 per share, a spread of 306% of the median. The median of that range — $15.73 — is the fair value CirclFi publishes for IVZ, against a current price of $32.86.

Low · ML-RIVHigh · Regime Cross
$3.39median $15.73$51.56
Where the range comes from
Most bearish modelML Residual Income$3.39
Most bullish modelRegime Cross-Sectional$51.56
Model agreement1 bullish · 4 bearishwide

A band this wide is itself the finding. When independent methods land far apart, they are reading a business whose value depends heavily on which lens you apply — volatile earnings, heavy reinvestment, or an asset base that cash-flow and asset-based methods score differently. That disagreement is information: it says the choice of method matters more than usual for IVZ. Treat the median as one reading among several and compare the individual models below before acting.

Every figure above is one model's standalone output on IVZ, not a CirclFi price target. How each model works →

What Is Invesco Ltd. (IVZ) Worth in 2026?

According to the CirclFi Deep Alpha Valuation Engine, Invesco Ltd.'s intrinsic value is estimated at $15.73, suggesting the stock is overvalued at its current price of $32.86. With 4 out of 5 models flagging downside (-52.1% vs price), the market may be pricing in unsustainable growth. The most optimistic model, Regime Cross, places fair value at $51.56 (+56.9%), while ML-RIV — the most conservative — estimates $3.39 (-89.7%). This +146.6% gap reflects genuine analytical uncertainty about Invesco Ltd.'s intrinsic worth.

What Do the Models Say About IVZ?

5 of 13 models are currently active for IVZ. Of these, 1 model suggests upside while 4 models suggest overvaluation. Taken together, their median fair value for IVZ is $15.73 — the figure CirclFi publishes as this stock's fair value. See which stocks rank higher →

How Does IVZ Rank in Asset Management?

Among 187 Asset Management stocks, IVZ ranks #57 by Quality of Company score. CirclFi's QOC score of 6.6/10 evaluates 32 fundamental signals. A score of 6.6 indicates above-average quality.

See all Most Undervalued Asset Management Stocks →

Invesco Ltd. operates in a competitive landscape where fundamental quality metrics are key differentiators for long-term value creation.

Is IVZ a Value Trap?

CirclFi's Value Trap algorithm assigns IVZ a score of 40/100 (WARN). This is a warning signal. Additional research into recent 10-Q filings is recommended. The score cross-references apparent undervaluation against fundamental deterioration signals. Browse lowest value-trap stocks →

Multi-Model Methodology

5 of 13 models are active for Invesco Ltd.. Limited activation may indicate insufficient history. Each model applies a fundamentally different valuation philosophy. See the complete methodology →

According to the CirclFi Quality of Company (QOC) framework, which evaluates 32 signals including margin stability, revenue growth trajectory, leverage, and free cash flow generation, Invesco Ltd. is rated at 6.6/10. This solid-tier score maintains reasonable quality metrics with some areas for improvement.

The gap between the most bullish and bearish model spans +146.6% — demonstrating why single-model analysis is dangerous. Browse all stocks with 13-model coverage →

Data Sources & Confidence

Every IVZ valuation is built from SEC EDGAR XBRL filings — 700+ standardized financial tags. Macroeconomic context from FRED calibrates discount rates, while GDELT news sentiment feeds into our Sentiment SOTP model. All pipelines run daily. Read the complete data methodology →

Across IVZ's 5 active models, average confidence is 36%. Lower confidence may reflect limited history or high volatility.

CirclFi's output is a research starting point, not a buy/sell signal. All data updates daily. Read the full methodology →

This analysis is produced by the CirclFi Valuation Engine using quantitative models applied to SEC EDGAR filings, public market feeds, and FRED macroeconomic indicators. It is not financial advice.

Read the full investment analysis: Should You Buy Invesco Ltd. Stock in 2026? →

Bull case, bear case, risk factors & peer comparison — updated daily

Which Similar Asset Management Stocks Should You Also Analyze?

11 related Asset Management stocks with 13-model coverage

BBDCBarings BDC, Inc.QOC 6.6TSLXSixth Street Specialty Lending, Inc.QOC 6.6NCDLNuveen Churchill Direct Lending Corp.QOC 6.6MAINMain Street Capital CorporationQOC 6.5SCMStellus Capital Investment CorporationQOC 6.7KWYKingsway CorporationQOC 6.5GGNGAMCO Global Gold, Natural Resources & Income TrustQOC 5.1PSBDPalmer Square Capital BDC Inc.QOC 4.5CNSCohen & Steers, Inc.QOC 8.6HLNEHamilton Lane IncorporatedQOC 9.3AMPAmeriprise Financial, Inc.QOC 9.3

Read investment analysis: BBDC · TSLX · NCDL · MAIN · SCM · KWY · GGN · PSBD · CNS · HLNE · AMP

Which Other Stocks Have a Similar Quality Score to IVZ?

7 companies across all industries closest to IVZ’s Quality of Company score of 6.6/10.

MYGNMyriad Genetics, Inc.QOC 6.6SLDPSolid Power, Inc.QOC 6.6TXNMTXNM Energy, Inc.QOC 6.6NCMINational CineMedia, Inc.QOC 6.6NXTTNext Technology Holding Inc.QOC 6.6RIGTransocean Ltd.QOC 6.6NVDANVIDIA CorporationQOC 10.0

Read investment analysis: MYGN · SLDP · TXNM · NCMI · NXTT · RIG · NVDA

Where Does IVZ Sit in CirclFi's Asset Management Rankings?

IVZ is ranked against every other Asset Management stock CirclFi covers in each of these screens.

See all Asset Management stocks ranked →

What Else Do Investors Ask About Invesco Ltd.’s Valuation?

What is Invesco Ltd.'s intrinsic value in 2026?

CirclFi puts Invesco Ltd. (IVZ)'s intrinsic value at $15.73 — the median of 5 independent model estimates as of 2026-08-28, ranging from $3.39 to $51.56. The Quality of Company score is 6.6/10 across 32 fundamental signals. All models use SEC EDGAR filings updated daily. See our methodology page for how each model works.

Is IVZ overvalued or undervalued right now?

At $32.86, 1 of 5 active models suggest IVZ may be undervalued, while 4 indicate potential overvaluation. The median of all 5 fair value estimates is $15.73, 52.1% below the current price of $32.86 — a consensus view that IVZ is overvalued. The assessment depends on which methodology best fits Invesco Ltd.'s business model in Asset Management.

What does a Quality of Company score of 6.6 mean for IVZ?

Invesco Ltd.'s QOC of 6.6/10 reflects 32 fundamental signals: profitability margins, revenue growth consistency, balance sheet leverage, free cash flow generation, and capital allocation efficiency. Scores between 5-7 reflect moderate fundamentals with areas for improvement.

How many valuation models does CirclFi run on IVZ?

CirclFi analyzes IVZ with 13 institutional-grade models daily: Bayesian DCF (Monte Carlo + jump-diffusion), EPV (Greenwald zero-growth), EROIC Spread (McKinsey reinvestment), First Chicago (3-scenario), Markov DDM (regime-switching), ML-RIV (machine learning residual income), Dynamic NAV (asset-based), PWERM (option-theoretic), Regime Cross-Sectional (relative), Sentiment SOTP (hybrid), CUCE Ensemble (meta-model), FTNN Topology (neural network), and RCMH-DCF (conditional regime). Currently 5 of 13 are active for this stock. Read the full methodology →

Which valuation models are most bullish and most bearish on IVZ?

Of the 5 models currently active on IVZ, Regime Cross-Sectional is the most bullish at $51.56 per share, and ML Residual Income is the most bearish at $3.39. CirclFi's published fair value for IVZ is the median of that range, $15.73, not either extreme. The gap between the two ends equals 306% of the median — a wide spread, meaning the methods genuinely disagree and the median should carry less weight. Browse stocks by value-trap risk →

Is IVZ a value trap in 2026?

Invesco Ltd.'s Value Trap score is 40/100 (WARN). This elevated score suggests the stock may look undervalued but faces deteriorating fundamentals — declining margins, rising debt, or shrinking revenue could make the apparent discount deceptive. Browse our ranked stock lists to compare value-trap scores across industries.

Cite this analysis — “According to CirclFi’s 5-model valuation engine, Invesco Ltd. (IVZ) has a median fair value of $15.73 — 52.1% below the current price of $32.86 — as of 2026-08-28.” Source: circlfi.com/stock/IVZ/ · Methodology
Primary sources for this IVZ valuation
  • Financial statements: Invesco Ltd. 10-K and 10-Q filings on SEC EDGAR (CIK 0000914208) — 700+ standardized XBRL tags, published by the U.S. Securities and Exchange Commission.
  • Discount-rate inputs: FRED, Federal Reserve Bank of St. Louis — risk-free rates, VIX, yield curve, inflation.
  • News sentiment: The GDELT Project — global media tone, input to the Sentiment SOTP model.
  • Model definitions: CirclFi methodology — the published specification for all 13 models, including the academic sources each one implements.

Market data for IVZ as of ; valuations recomputed .

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