Equity Clock

Arithmetic Average Seasonal Chart

Geometric Average Seasonal Chart

IVZ Relative to the S&P 500

IVZ Relative to the Sector

% of Revenue Generated in Each Quarter

% of Free Cash Flow Generated in Each Quarter

% of Net Income Generated in Each Quarter

Seasonal Chart Analysis

Analysis of the Invesco Ltd. (NYSE:IVZ) seasonal charts above shows that a Buy Date of August 17 and a Sell Date of November 11 has resulted in a geometric average return of 1.92% above the benchmark rate of the S&P 500 Total Return Index over the past 20 years. This seasonal timeframe has shown positive results compared to the benchmark in 15 of those periods. This is a good rate of success and the return strongly outperforms the relative buy-and-hold performance of the stock over the past 20 years by an average of 6.3% per year.

The seasonal timeframe correlates Poorly with the period of seasonal strength for the Financial sector, which runs from November 22 to April 13. The seasonal chart for the broad sector is available via the following link: Financial Sector Seasonal Chart.

Invesco provides investment-management services to retail (63% of managed assets) and institutional (37%) clients. At the end of September 2022, the firm had $1.323 trillion in assets under management spread among its equity (45% of AUM), balanced (5%), fixed-income (23%), alternative investment (14%), and money market (13%) operations. Passive products account for 31% of Invesco’s total AUM, including 56% of the company’s equity operations and 13% of its fixed-income platform. Invesco’s U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with 31% of its AUM sourced from Canada (2%), the U.K. (3%), continental Europe, Africa, and the Middle East (10%), and Asia (16%).

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Stocks mentioned in this post: IVZ