Recent Buy: Invesco Ltd. (IVZ)

ID-100426334 Recent Buy: Invesco Ltd. (IVZ)I opened a new position with the purchase of  Invesco Ltd. (IVZ)

120 shares @ $17.54 on 1/15/2019.

This increases my forward 12-month dividend income by $144.00 to a total of $7,427.32

I also updated my portfolio page to reflect the change.




My Thoughts

I started the New Year with a big bang with this stock purchase. This alone increased my forward dividend by a tremendous amount of $144 for the year. I am very happy about that.

The company is a publicly owned investment manager. In Short, they manage high net-worth people and company entities wealth. Also, know as Asset Under Management (AUM).

Invesco has been paying an increasing dividend for 9 years. The 5-year dividend growth rate is 12.4% and there most recent dividend increase was 3.45%. 

The company has a dividend yield of 6.41% vs its 5-year dividend yield average of 3.41%. Not only does it sport an outstanding dividend yield, but it is also able to pay that out with only a 41.40% dividend payout ratio.

CFRA expects a 3-year earnings growth of 10%. Therefore, we should start to see high single-digit or low double-digit dividend growth in the near future.

I find IVZ to be undervalued, and I recommend it as a BUY at this time. I have a fair value price at $29.04. This means that IVZ is 56.04% Undervalued based on today’s price of $18.61 (1/23/2019).

Screen-Shot-2019-01-23-at-6.21.50-PM-1024x635 Recent Buy: Invesco Ltd. (IVZ)


What do you think about the company? Plan on owning it or already do? or why not?

Thanks for reading, and don’t forget to connect with me through Facebook and Twitter to see my latest buys.

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  1. The Financial Sector is unloved by the markets and has been for a while, but it hasn’t hindered some investors, most notably Warren Buffet to increase his exposure to the sector significantly over the last couple of years. The sector’s valuation is compelling and I invested in the Fidelity FNCL ETF(.08 FEEs and holds all the big name Banks, JPM, WFC, etc.) a few months ago. It is down about 6% since I purchased it. I also bought Blackrock which like Invesco is a Investment management company. I wish I had FASTgraphs at that time since I see now that Invesco is significantly more undervalued than Invesco and probably a better investment. Thanks!

    • HI Alan,

      yes, the Financial Sector has been unloved, that is why the sector is the biggest weighted in my portfolio. I am ok with that because I get to own a great company at a great price. JPM and BlackRock are two other financial company that I would love to own but they ran up in prices recently. I hope to own them sometime in the future. Thanks stopping by.

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