Stocks股票 / Financials / IVZ
Invesco · Financials
IVZ US listed · USD美股 · 美元
Invesco Ltd. is an American independent investment management company headquartered in Atlanta, Georgia, with branch offices in 20 countries.景顺有限公司是一家总部位于佐治亚州亚特兰大、在20个国家设有分支机构的美国独立投资管理公司。
Large cap大盘 · $13B
Distressed困境股
Financials
S&P 500标普500
$29.66
+$0.03 · +0.10%
52w low52周低 $16.70high高 $30.90
Constructive — building a base建设性 — 正在筑底
Confirmed cycle low — the entry window is open now, with a clear exit if it closes back below 25.87.周期低点已确认——入场窗口现已开启，若收盘重新跌破 25.87 则明确离场。
Engine read引擎解读 · 2026-07-21
Price chart价格图表
daily · interactive日线 · 可交互
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Candles, volume and moving averages — pan and zoom inside the chart.蜡烛图、成交量与均线 — 图内可缩放拖动。
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Technicals技术面
daily bars日线数据 · 2026-07-21
Momentum (RSI 14)动量（RSI 14）
61
Elevated偏高
vs 50-day average相对50日均线
+6.7% above上方
Uptrend intact趋势完好
vs 200-day average相对200日均线
+15.9% above上方
Long trend up长期向上
Volatility波动率
89th percentile第89百分位
These readings feed the stance at the top — one source per number, refreshed nightly.以上读数构成页首的引擎立场 — 每个数字只有一个来源，每晚更新。
Earnings财务业绩
next report下次财报 2026-07-288days to go天后公布
Estimates being raised — 6 analysts预期上调 — 6 位分析师
Valuation估值
Looks cheap vs sector相对行业偏便宜| Multiple指标 | IVZ | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| P/B市净率 | 1.08x | 1.51 | |
| P/S市销率 | 2.07x | 2.84 | |
| Shareholder yield股东收益率 | 3.80% | 3.94 |
"Cheaper than" = share of sector peers trading richer on that multiple.「相对便宜」= 行业中该指标估值更高的同行占比。
Financials财务数据
fiscal years财年Revenue营业收入
5-yr growth5年复合增速 0.7%
Earnings per share每股收益
Free cash flow自由现金流
Operating margin营业利润率
-10.9%
FCF margin自由现金流利润率
23.9%
Balance-sheet quality财务体质 3/7
Bankruptcy risk: distress zone破产风险：警戒区
Watch关注
Capital allocation资本配置
Buybacks (TTM)回购（TTM）$123.6M
Stock-based comp股权薪酬$80.0M
Share count change (1y)股数变化（1年）-0.9%
Why is it moving为何波动
6 checks · nightly六项检查 · 每晚
Sector / Theme行业/主题
Financials (Equal-Weight) theme — #10 of 46 themes「金融（等权）」主题 — 46 个主题中第 10 位
Macro宏观
Short-duration name into a restrictive, rising-real-rate regime → rate tailwind.短久期标的进入偏紧、实际利率上行的环境→利率顺风。
Positioning持仓
Insider cluster activity内部人集中交易
Technical技术面
UPTREND → NEARING A HIGH上涨趋势 → 接近高点
Options positioning期权持仓
as of last close截至上一收盘Market makers are net long gamma — price pinned near current level做市商净持有正伽玛，价格倾向于在当前水平附近震荡
Expected daily move预期日波动
±2.49%
Expected weekly move预期周波动
±5.57%
25d risk reversal25d风险逆转
-5.7%
Skew: fear偏斜：避险
Call and put walls are plotted on the Trade levels ladder →看涨/看跌期权墙已标注在「交易点位」阶梯上 →
Ownership & smart money持仓与聪明钱
13FInsider activity:内部人动向： -$3.8M net (0 buyers, 1 sellers)-$3.8M 净值（0 买家，1 卖家）
Concentrated ownership集中持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | As of截至 |
|---|---|---|---|---|
| Trian Fund Management | C | Holding持有 | 1.9% | 2026-03-31 |
| Basswood Capital Management | B | Holding持有 | 1.4% | 2026-03-31 |
Signal history信号历史
engine events引擎事件
NEARING A HIGH → BUY ZONE接近高点 → 买入区
BUY. A new cycle low likely formed 16 day(s) ago (2026-06-25 @ 25.87): swing low in, price back above the 10-day average — and the weekly timeframe agrees买入。新的周期低点可能已在 16 天前形成 （2026-06-25 @ 25.87）：摆动低点已现，价格重新站上 10 日均线——且周线周期也一致确认
Jul 17, 2026
UPTREND → NEARING A HIGH上涨趋势 → 接近高点
TAKE PROFITS止盈
Jul 15, 2026
BOTTOMING → UPTREND筑底中 → 上涨趋势
HOLD持有
Jul 15, 2026
IVZ made a new 52-week highIVZ 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $30.30.价格创出52周新高 — 全市场关注的动量/趋势极值。$30.30。
Jul 14, 2026
IVZ took relative-strength leadershipIVZ 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $28.73.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$28.73。
Jul 9, 2026
UNCONFIRMED TURN → BOTTOMING未确认转向 → 筑底中
BUY SETUP买入预备
Jul 9, 2026
IVZ took relative-strength leadershipIVZ 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $28.61.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$28.61。
Jul 9, 2026
IVZ daily MACD crossed upIVZ 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $28.61.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$28.61。
Jul 8, 2026
NEARING A HIGH → UNCONFIRMED TURN接近高点 → 未确认转向
HIGH-RISK · NIMBLE ONLY高风险 · 仅限灵活操作
Jul 2, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 1, 2026
DOWNTREND → BOTTOMING下跌趋势 → 筑底中
BUY SETUP买入预备
Jul 1, 2026
IVZ StochRSI turned up from oversoldIVZ StochRSI自超卖区上行
StochRSI popped back above 20 — the earliest oscillator heads-up that downside momentum is easing. $26.83.StochRSI重回20上方 — 下行动量趋缓的最早预警。$26.83。
Showing the last 15 of显示最近15条，共 99 signals条信号
Company profile公司档案
Invesco Ltd. is an American independent investment management company headquartered in Atlanta, Georgia, with branch offices in 20 countries.景顺有限公司是一家总部位于佐治亚州亚特兰大、在20个国家设有分支机构的美国独立投资管理公司。
Style DNA — how it trades vs the market风格基因 — 相对市场的交易特征
Value价值
Above market高于市场
Investment资本投入
Below market低于市场
Shareholder payout股东回报
Below market低于市场
Low volatility低波动
Below market低于市场
Low market beta低市场敏感度
Below market低于市场
Short interest空头兴趣
Below market低于市场
Watch items — what could change the story关注项 — 可能改变故事的因素
- Capital intensity rising
The whole US universe — S&P 1500 and Russell 2000 — read nightly.覆盖标普1500与罗素2000全部成分股 — 每晚更新解读。
Signals, options positioning, smart-money moves and factor DNA — the same engine that wrote this page covers 2,700+ US stocks.信号、期权持仓、聪明钱动向与因子基因 — 撰写本页的引擎覆盖2700多只美股。
Statistics — full detail统计数据 — 完整明细
Valuation vs sector估值对比行业
| Multiple指标 | This stock本股 | Sector median行业中位 | Cheaper than相对便宜 |
|---|---|---|---|
| Price / Book市净率 | 1.1× | 1.5× | 82% |
| Price / Sales市销率 | 2.1× | 2.8× | 61% |
| Free-cash-flow yield自由现金流收益率 | 11.6% | 8.2% | 73% |
| Shareholder yield股东综合回报率 | 3.8% | 3.9% | 48% |
Relative strength相对强度
vs market, 1 month相对大盘（1个月）
89/100 — stronger than most强于多数
vs market, 3 months相对大盘（3个月）
82/100 — stronger than most强于多数
vs market, 6 months相对大盘（6个月）
42/100 — middle of the pack居中
vs market, 12 months相对大盘（12个月）
87/100 — stronger than most强于多数
Rank in sector行业内排名
#64 / 252
0–100 percentile of total return vs all covered stocks.总回报在全部覆盖股票中的百分位（0–100）。
Price history价格历史
| Period周期 | This stock本股 | S&P 500标普500 |
|---|---|---|
| 1 Week近1周 | +4.4% | -0.9% |
| 1 Month近1月 | +5.4% | -0.6% |
| 3 Months近3月 | +19.7% | +5.4% |
| 6 Months近6月 | +3.3% | +8.6% |
| Year to date年初至今 | +11.9% | +8.9% |
| 1 Year近1年 | +54.1% | +19.2% |
Trading information交易信息
Beta vs market贝塔
1.63
Volatility rank波动率分位
89th pctile
Short interest空头占比
4.1% of float
Market cap市值
$13B
Off 52-week high距52周高点
-2.1%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Financials — full detail财务数据 — 完整明细
Multi-year record多年财务记录
| 20202020 | 20212021 | 20222022 | 20232023 | 20242024 | 20252025 | |
|---|---|---|---|---|---|---|
| Revenue营业收入 | $6.1B | $6.9B | $6.0B | $5.7B | $6.1B | $6.4B |
| EPS每股收益 | $1.13 | $2.99 | $1.49 | $-0.73 | $1.18 | $-1.60 |
| Free cash flow自由现金流 | $1.1B | $969M | $510M | $1.1B | $1.1B | $1.4B |
| Gross margin毛利率 | — | — | — | — | — | — |
| Net margin净利率 | 8.5% | 20.2% | 11.3% | -5.8% | 8.9% | -2.7% |
| FCF margin自由现金流利润率 | 18.1% | 14.1% | 8.4% | 19.9% | 18.5% | 22.6% |
Latest fiscal year最近财年
Revenue (FY)营业收入（财年）
$6.4B
Operating cash flow经营现金流
$1.5B
Total assets总资产
$27.1B
Shareholder equity股东权益
$12.2B
Dividends paid股息支出
$377M
Buybacks股票回购
$124M
Shares outstanding总股本
0.44B
Returns & growth回报与增长
Asset growth资产增速
+0.3%
Accounting quality checks会计质量检查
- Earnings quality: earnings cash-backed盈利质量：盈利有现金支撑
- Capital discipline: investment near the peer median资本纪律：投资力度接近同业中位
- Balance sheet: Altman Z 1.02 — distress zone资产负债表：Altman Z 1.02——困境区
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Technicals — full detail技术面 — 完整明细
Indicator readings指标读数
RSI (14-day)RSI（14日）
61
RSI (2-day)RSI（2日）
43
vs 20-day average相对20日均线
+6.5%
vs 50-day average相对50日均线
+6.7%
vs 200-day average相对200日均线
+15.9%
Golden cross (50>200)金叉（50>200）
in effect生效中
MACDMACD
above signal位于信号线上方
Timeframe alignment多周期共振
Daily日线
momentum up动能向上
3-day3日线
momentum up — fresh upturn动能向上——刚刚转强
Weekly周线
momentum up动能向上
When daily through monthly point the same way, moves carry further.当日线到月线方向一致时，行情往往更有延续性。
Volatility regime波动状态
Range state波幅状态
expanding — range opening up扩张中 — 波幅放大
Range width percentile波幅宽度分位
87/100
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Earnings — full detail财务业绩 — 完整明细
Estimate revisions预期修正
Analysts covering覆盖分析师
6
Estimate direction预期调整方向
mostly raising多数上调
Estimate change, 90 days预期变化（90天）
+9.7%
Net upgrades, 30 days净上调（30天）
+4
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Options — full detail期权持仓 — 完整明细
Dealer positioning map做市商持仓地图
Call wall看涨期权墙
$32
Upside magnet上方磁吸位
$32
Downside magnet下方磁吸位
$27
Net dealer gamma做市商净伽玛
+$0.0B
Walls and magnets are strikes with heavy open interest — price often slows or gravitates there.期权墙与磁吸位是未平仓集中的行权价 — 价格常在附近减速或被吸引。
Volatility pricing波动率定价
Implied volatility (30d)隐含波动率（30天）
0%
25-delta risk reversal25-delta风险逆转
-5.7%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。
Ownership — full detail持仓 — 完整明细
Tracked funds holding it跟踪基金持仓
| Fund基金 | Grade评级 | Latest move最新动作 | % of book组合占比 | Position市值 |
|---|---|---|---|---|
| Trian Fund Management | C | Holding持有 | 1.9% | $72M |
| Basswood Capital Management | B | Holding持有 | 1.4% | $29M |
Fund positioning基金持仓概览
Tracked funds in the name持有该股的跟踪基金
2
Buying vs selling买入vs卖出
0 : 0
Quarterly trend季度趋势
{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-15', 'holders_series': [1, 1, 1, 1, 1, 1, 1, 1, 2, 2, 2, 2, 2, 0]}{'direction': 'distributing', 'n_quarters': 14, 'holders_first': 1, 'holders_last': 0, 'holders_delta': -1, 'value_change_pct': -100.0, 'from_period': '2023-03-31', 'to_period': '2026-06-30', 'available_on': '', 'available_on_first': '2023-05-15', 'holders_series': [1, 1, 1, 1, 1, 1, 1, 1, 2, 2, 2, 2, 2, 0]}
Insiders & shorts内部人与空头
Insider net buying (6 months)内部人净买入（6个月）
-$3.8M
Insider buyers vs sellers内部人买家vs卖家
0 : 1
Short interest空头占流通盘
4.1%
Days to cover回补天数
2.9
Short interest change空头变化
+7.7%
Research context only — refreshed nightly. Not investment advice.仅供研究参考 — 每晚更新，不构成投资建议。