IV
IVZ.AX
—
ASX
Diversified Investment Management
Invictus Energy Ltd
Last 30 days
1D5D1M3M6MYTD1Y5YMax
Live price chart loads from the market-data widget.
Mcap
—
P/E
—
EV / Rev
—
Div yield
—
Op margin
-2 636,9 %
ROE
-3,4 %
Net margin
-2 480,9 %
Debt / equity
0,00
Beta
—
52w range
—
Volume
—
Day range
—
Prev close
—
Open
—
Next earnings
—
Ex-dividend
—
TR 1Y
—
About
IVZ.AX is an energy company engaged in oil and gas exploration and production, generating revenue primarily through the extraction and sale of hydrocarbons.
Business. IVZ.AX is a diversified investment management company listed on the Australian Securities Exchange (ASX). The firm operates within the Financials sector, specifically focusing on diversified investment management activities. No specific operating segments or geographic breakdowns are provided in the available data. The company is headquartered in Australia, consistent with its primary listing on the ASX.
Classification99 %
SectorFinancials
Industry groupDiversified Investment Management
Generated · model-assisted
Sell-side consensus
HOLD14 analysts
5 buy9 hold0 sell
Avg 12m price target33,00
Analyst recommendations
14 analysts · consensus HoldBuy5
Hold9
Sell0
12-month price target
33,00
Consensus of sell-side coverage.
At a glance
Score
—
not yet scored
Valuation
—
valuation pending
Analysts→
Hold
14 analysts · indicative
Ownership→
AQR Capital Management, LLC
largest disclosed fund holder
Profitability→
-3,4 %
return on equity
Quality
—
not yet scored
What drives this business
The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.
— missing data
News & coverage
0Sector rotation
Sector1D1Mvs mkt
Materials+2,3 %+6,6 %+1,7 %
Communication Services+2,2 %−5,5 %+1,6 %
Energy+0,6 %+3,3 %+0,0 %
Health Care+0,6 %−0,8 %+0,0 %
Information Technology+0,6 %+6,7 %+0,0 %
Consumer Discretionary+0,4 %+7,6 %−0,2 %
Financials · THIS SECTOR−0,3 %−2,8 %−0,9 %
Consumer Staples−0,4 %+2,5 %−1,0 %
Real Estate−0,7 %+10,9 %−1,3 %
Industrials−1,9 %−3,1 %−2,5 %
Utilities−1,9 %+28,2 %−2,5 %
Developing storylines
No tracked sagas currently linked to IVZ.AX. Browse all sagas →
Analysis
AI analysis
Generated · analysis pipeline · tier hybrid · as of 2026-08-04
↑ At a glance
Opportunity
— missing data
Upcoming catalysts
Scheduled public events. Informational only — not investment advice.
- Macro
- Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
- Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
- Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
- Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
- Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
- Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
- Macro & political
- ElectionSE Swedish Election2026-09-14 · SE
- ElectionUS U.S. Midterms2026-11-03 · US
- ElectionFR French Legislative2027-06-01 · FR
- Congressional trades
- CongressKevin Hern — Invesco Ltd Common Stock2026-03-17 · Republican · OK · Sale · $15,001 - $50,000
Pre-earnings brief
— missing data
Signals & dispatch
peak dispatch · —
Composite-score breakdown
Synthesis
Business
IVZ.AX is a diversified investment management company listed on the Australian Securities Exchange (ASX). The firm operates within the Financials sector, specifically focusing on diversified investment management activities. No specific operating segments or geographic breakdowns are provided in the available data. The company is headquartered in Australia, consistent with its primary listing on the ASX.
Classification99 %
SectorFinancials
Industry groupDiversified Investment Management
AI synthesis
GENERATEDIVZ.AX has a highly liquid capital structure, with a current ratio of 10.59, indicating strong short-term liquidity. However, the company reported negative operating cash flow of -4,523,250 AUD and free cash flow of -12,355,030 AUD, suggesting ongoing cash outflows from operations. The company's total equity of 136,983,940 AUD is significantly higher than its total liabilities of 1,188,330 AUD, and its long-term debt is minimal at 167,690 AUD, resulting in a debt-to-equity ratio of 0.0. Despite this, the company's net cash position is negative after subtracting total debt, raising liquidity concerns.
Profitability metrics for IVZ.AX are negative, with a return on equity of -3.4% and a return on assets of -3.37%. These figures are well below the industry median for profitability, indicating underperformance relative to peers in the Oil & Gas Exploration and Production sector. The company's operating income of -4,947,540 AUD and net income of -4,654,880 AUD further underscore its financial challenges.
IVZ.AX operates as a single-segment entity, with no disclosed geographic diversification in its revenue streams. This lack of segmentation and geographic exposure increases the company's vulnerability to regional economic or regulatory shifts. The company's revenue of 187,630 AUD is relatively small, and there is no indication of significant market share or competitive positioning within the industry.
The company's growth trajectory is uncertain, with no disclosed revenue growth or expansion plans. Capital expenditures of -7,573,220 AUD indicate ongoing investment in operations, but the negative free cash flow suggests that these investments are not yet generating positive returns. The company's outlook for the current and next fiscal years is not provided, but the negative operating and net income figures suggest continued financial pressure.
Risk factors for IVZ.AX include liquidity concerns, as highlighted by the negative net cash position after subtracting total debt. The company's dilution risk is currently low, with no significant changes in shares outstanding between basic and diluted shares. However, the negative operating and free cash flows may necessitate future financing, which could lead to dilution if not offset by asset sales or improved operational performance.
Recent events for IVZ.AX include the latest financial reporting period, which shows a significant decline in profitability and cash flow. The company has not disclosed any major strategic changes or new projects in the most recent filings or transcripts. The absence of positive developments in the financial snapshot suggests that the company is facing operational and financial challenges that require resolution.
Key takeaways
- IVZ.AX has a highly liquid balance sheet but is experiencing negative cash flows from operations.
- The company's profitability metrics are negative, with ROE and ROA below industry medians.
- IVZ.AX operates as a single-segment entity with no geographic diversification.
- The company's capital expenditures are significant, but free cash flow is negative.
- Liquidity concerns persist despite a strong current ratio.
- Dilution risk is currently low, but future financing may be necessary to address cash flow challenges.
Bull / Bear case
Generated · model-assisted— missing data
In focus — financials by report
Valuation
Market price
A$0,06
Market cap
—
Enterprise valueⓘ
—
P/Eⓘ
—
Non-GAAP P/Eⓘ
—
EV / Revenueⓘ
—
EV / Op incomeⓘ
—
EV / OCFⓘ
—
P / Bⓘ
—
P / Tangible bookⓘ
—
Tangible book
A$137.0M
Net cashⓘ
-A$167.7k
Current ratioⓘ
10.6
Debt / equityⓘ
0.0
ROAⓘ
-3.4%
ROEⓘ
-3.4%
Cash conversionⓘ
97.0%
CapEx / revenueⓘ
-40.4%
SBC / revenueⓘ
—
Dilution ratioⓘ
0.0%
Revenue by segment
Business relationships
Business relationships130 disclosed relationships · 1 type · extracted from filings & disclosures
Subsidiaries130
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Supply chain
— missing data
Peer comparison
Peer comparison8 peers · vs IVZ · multiples and returns
BN
BN—
Brookfield Corp
—
—P/E
—
— vs self
Div yield
—
— vs self
ROE
—
— vs self
BL
BLK—
Blackrock Inc
$1 126,63
185,9B USDP/E
32,7x
— vs self
Div yield
1,9 %
-0,9 vs self
ROE
9,8 %
— vs self
KK
KKR—
Kkr & Co Inc
$106,56
94,8B USDP/E
37,9x
— vs self
Div yield
0,7 %
-2,0 vs self
ROE
7,8 %
— vs self
AM
AMP—
Ameriprise Financial Inc
$552,07
52,2B USDP/E
14,0x
— vs self
Div yield
—
— vs self
ROE
57,4 %
— vs self
BX
BX—
Blackstone Inc
$134,68
105,9B USDP/E
31,7x
— vs self
Div yield
3,8 %
+1,0 vs self
ROE
36,1 %
— vs self
ST
STT—
State Street Corp
$183,67
52,0B USDP/E
18,2x
— vs self
Div yield
1,7 %
-1,1 vs self
ROE
10,6 %
— vs self
BE
BEN—
Franklin Resources Inc
$35,24
18,2B USDP/E
31,8x
— vs self
Div yield
4,0 %
+1,2 vs self
ROE
4,5 %
— vs self
BP
BPYPP—
Brookfield Property Partners L.P.
$15,87
116,8M USDP/E
—
— vs self
Div yield
10,1 %
+7,4 vs self
ROE
-4,0 %
— vs self
Market position
Stress test
— missing data
Predictor forecast
Next quarternear-term
Earnings · next quarterconf 47 %
EPS
Consensus EPS
2,77
Predicted surprise
-0,08
Beat probability
47 %
Analysts
14
Other metrics
Revenue
—
no estimate
Segment revenue
—
no estimate
Margin
—
no estimate
Segment margin
—
no estimate
revision ratio 0,03 · as of 2026-07-29 · Earnings Surprise V1
Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
Corporate eventM&A horizon
M&A probabilityconf 3 %
Probability
3 %
Base rate
3 %
Band
—
180-day horizon · target 2027-01-31 · 1,0× base rate
No acquirer candidates identified by the signal model.
Probabilistic model output — not investment advice. · generated 2026-08-04
Options
— missing data
Short squeeze
— missing data
Earnings-call key lines
— missing data
Estimate revisions
consensus EPS · 26-week trend— missing data
Sell-side observations
LowA$29,00
MeanA$33,00
MedianA$33,00
HighA$37,00
SpotA$0,06
+55832.2 %implied to mean12-month sell-side price targets · ▲ spot
Themes
— missing data
ESG
— missing data
Risk factors
Dilution riskLow
Liquidity riskMedium
Filing-based flags
- Net cash is negative after subtracting total debt.
Benchmarks vs cohort
Op Margin-2 636,9 %Bottom quartile
Net Margin-2 480,9 %Bottom quartile
ROE-3,4 %Bottom quartile
Capex / Rev-4 036,2 %Bottom quartile
D/E0,00Above median
Cash Conv0,97Below median
Corporate actions / M&A
M&A probabilityconf —
Probability
3 %
Base rate
3 %
Band
Low
180-day horizon · target 2027-01-31 · 1,0× base rate
No acquirer candidates identified by the signal model.
Corporate actionsNo corporate-action source connected yet — splits, dividends and buyback events are not tracked for this company. Honest-dim (no data fabricated).
FX exposure
— missing data
Comparable transactions
— missing data
Derivatives & instruments
Derivative transactions
Net acquired 108 414 sh13 exercises · 6 grants6 insiders
- Senior Managing Director · Restricted Stock Units → Common SharesDisposed 116 754exercise · 2026-07-02
- SMD and CHRO · Restricted Stock Units → Common SharesDisposed 8 641exercise · 2026-03-13
- Chief Accounting Officer · Restricted Stock Units → Common SharesDisposed 2 264exercise · 2026-02-28
- Chief Accounting Officer · Restricted Stock Units → Common SharesDisposed 2 534exercise · 2026-02-28
- Senior Managing Director · Restricted Stock Units → Common SharesAcquired 80 969grant · 2026-02-28
- Chief Accounting Officer · Restricted Stock Units → Common SharesAcquired 8 187grant · 2026-02-28
- SMD and CHRO · Restricted Stock Units → Common SharesDisposed 8 936exercise · 2026-02-28
- Director, President and CEO · Restricted Stock Units → Common SharesDisposed 42 749exercise · 2026-02-28
- Director, President and CEO · Restricted Stock Units → Common SharesDisposed 54 915exercise · 2026-02-28
- Director, President and CEO · Restricted Stock Units → Common SharesAcquired 189 127grant · 2026-02-28
- SMD and CHRO · Restricted Stock Units → Common SharesAcquired 32 202grant · 2026-02-28
- Senior Managing Director · Restricted Stock Units → Common SharesDisposed 14 333exercise · 2026-02-28
- Senior Managing Director · Restricted Stock Units → Common SharesDisposed 16 479exercise · 2026-02-28
- Senior Managing Director · Restricted Stock Units → Common SharesAcquired 35 343grant · 2026-02-28
- Senior Managing Director · Restricted Stock Units → Common SharesDisposed 17 923exercise · 2026-02-28
- Senior Managing Director · Restricted Stock Units → Common SharesDisposed 18 113exercise · 2026-02-28
- Senior Managing Director · Restricted Stock Units → Common SharesAcquired 77 370grant · 2026-02-28
- Senior Managing Director · Restricted Stock Units → Common SharesDisposed 5 003exercise · 2026-02-28
- Senior Managing Director · Restricted Stock Units → Common SharesDisposed 6 140exercise · 2026-02-28
Actions
Ask Handelsavisen
— missing data
Data sources
- Market data
- Market data cache
- Issuer disclosures
- Public news
- Earnings transcripts
- Consensus estimates
- ESG data
How metrics are computed
- Dilution Ratio(shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
- Net Cashcash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
- Capex To Revenuecapital_expenditure / revenue
- Return On Equitynet_income / total_equity
- Debt To Equity(short_term_debt + long_term_debt) / total_equity
- Cash Conversion Ratiooperating_cash_flow / net_income
Source documents
- IVZ.AX Market data — financials · 2026-05-28
Ownership & reference
Top holders
- Investment Managers · as of 2026-03-310,14 %$300M
- Investment Managers · as of 2026-03-310,11 %$519M
- Investment Managers · as of 2026-03-310,04 %$126M
- Funds · as of 2026-03-310,04 %$256M
- Investment Managers · as of 2026-03-310,03 %$0M
- Investment Managers · as of 2026-03-310,03 %$256M
- Investment Managers · as of 2026-03-310,03 %$44M
- Investment Managers · as of 2025-12-310,02 %$1 391M
- Investment Managers · as of 2026-03-310,02 %$311M
- Investment Managers · as of 2026-03-310,02 %$146M
- Investment Managers · as of 2024-06-300,02 %$811M
- Investment Managers · as of 2026-03-310,02 %$31M
- Investment Managers · as of 2026-03-310,02 %$108M
- Institutional Investor · as of 2026-03-310,02 %$83M
- Investment Managers · as of 2026-03-310,01 %$406M
- Investment Managers · as of 2026-03-310,01 %$70M
- Investment Managers · as of 2026-03-310,01 %$35M
- Investment Managers · as of 2026-03-310,01 %$194M
- Investment Managers · as of 2026-03-310,01 %$20M
- Institutional Investor · as of 2026-03-310,01 %$44M
- Brokerage Firms · as of 2026-03-310,01 %$30M
- Investment Managers · as of 2024-12-310,01 %$23M
- Investment Managers · as of 2026-03-310,00 %$20M
- Institutional Investor · as of 2022-09-300,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$6M
- Investment Managers · as of 2026-03-310,00 %$4M
- Institutional Investor · as of 2026-03-310,00 %$4M
- Institutional Investor · as of 2026-03-310,00 %$4M
- Brokerage Firms · as of 2026-03-310,00 %$9M
- Investment Managers · as of 2026-03-310,00 %$5M
- Investment Managers · as of 2026-03-310,00 %$6M
- Institutional Investor · as of 2026-03-310,00 %$14M
- Investment Managers · as of 2026-03-310,00 %$1M
- Investment Managers · as of 2026-03-310,00 %$0M
- Investment Managers · as of 2026-03-310,00 %$0M
Leadership
- Andrew R. SchlossbergPresident, Chief Executive Officer, Director
Insider activity
Mixed / flat0 buys · 0 sellsnet $019 insiders · last 365d
- Senior Managing Director · Common SharesOther 26 002 @ $27,01$702K · 2026-07-02
- Senior Managing Director · Common SharesOther 116 754 · 2026-07-02
- Chief Financial Officer · Common SharesOther 52 003 @ $27,01$1,4M · 2026-07-02
- Director, President and CEO · Common SharesOther 156 007 @ $27,01$4,2M · 2026-07-02
- Director · Class E Common Stock, $0.01 par valueOther 13 812 @ $28,33$391K · 2026-07-01
- Director · Class E Common Stock, $0.01 par valueOther 5 779 @ $28,33$164K · 2026-06-29
- Director · Class E Common Stock, $0.01 par valueOther 13 217 @ $28,24$373K · 2026-06-01
- Director · Class E Common Stock, $0.01 par valueOther 5 779 @ $28,24$163K · 2026-05-29
- Director · Class E Common Stock, $0.01 par valueOther 41 491 @ $25,88$1,1M · 2026-05-29
- Director · Common SharesOther 8 112 · 2026-05-15
- Director · Common SharesOther 8 112 · 2026-05-15
- Director · Common SharesOther 8 112 · 2026-05-15
- Director · Common SharesOther 8 112 · 2026-05-15
- Director · Common SharesOther 8 112 · 2026-05-15
- Director · Common SharesOther 8 112 · 2026-05-15
- Director · Common SharesOther 8 112 · 2026-05-15
- Director · Common SharesOther 8 112 · 2026-05-15
- Director · Common SharesOther 8 112 · 2026-05-15
- Director · Common SharesOther 8 112 · 2026-05-15
- Director, 10% owner · Class E Common Stock, $0.01 par valueOther 290 330 @ $25,83$7,5M · 2026-05-01
- Director, 10% owner · Class I Common Stock, $0.01 par valueOther 300 693 @ $24,94$7,5M · 2026-05-01
- Director, 10% owner · Class D Common Stock, $0.01 par valueOther 301 860 @ $24,85$7,5M · 2026-05-01
- Director, 10% owner · Class S Common Stock, $0.01 par valueOther 301 575 @ $24,87$7,5M · 2026-05-01
- Director · Class E Common Stock, $0.01 par valueOther 85 861 @ $25,83$2,2M · 2026-05-01
- Director · Class E Common Stock, $0.01 par valueOther 13 479 @ $28,27$381K · 2026-05-01
Short positioning
19.5Mshares short+6.5% vs prior
4.26days to cover
54.1%short of daily vol
998fails-to-deliver
as of 2026-07-15 · short-interest report (free)
Geographic breakdown
— missing data
Listings · one canonical issuer
all listings resolve to the canonical
IVZ.AXCanonical
ASX · AUD
Intel & risk
peak dispatch · —
OSINT findings
Dilution riskLow
Liquidity riskMedium
Net cash is negative after subtracting total debt.
Relationship graph
This companySectorSubsidiaries
Evidence & claims
From filings & derived data- Operating cash flow (YoY) (2025-12-31 vs 2024-12-31): 28.2%Derived (calculated)
- Long-term debt (YoY) (2025-12-31 vs 2024-12-31): 104.9%Derived (calculated)
- Total assets (YoY) (2025-12-31 vs 2024-12-31): 0.3%Derived (calculated)
- EPS (diluted) (YoY) (2025-12-31 vs 2024-12-31): -235.6%Derived (calculated)
- Capex (YoY) (2025-12-31 vs 2024-12-31): 22.0%Derived (calculated)
- Revenue (YoY) (2025-12-31 vs 2024-12-31): 5.1%Derived (calculated)
- Operating income (YoY) (2025-12-31 vs 2024-12-31): -183.6%Derived (calculated)
- Shareholders' equity (YoY) (2025-12-31 vs 2024-12-31): -16.0%Derived (calculated)
- Total liabilities (YoY) (2025-12-31 vs 2024-12-31): 24.2%Derived (calculated)
- Debt-to-equity (FY 2025-12-31): 1.15xDerived (calculated)
- EPS (basic) (YoY) (2025-12-31 vs 2024-12-31): -235.6%Derived (calculated)
- Cash & equivalents (YoY) (2025-12-31 vs 2024-12-31): 5.2%Derived (calculated)
- Pre-tax income (annual): USD -379.4MSEC XBRL filing
- Long-term debt (annual): USD 1.83BSEC XBRL filing
- Cash & equivalents (annual): USD 1.04BSEC XBRL filing
- Total assets (annual): USD 27.09BSEC XBRL filing
- Shares outstanding (annual): 444MSEC XBRL filing
- Total liabilities (annual): USD 14.09BSEC XBRL filing
- EPS (diluted) (annual): USD-PER-SHARES -2SEC XBRL filing
- Total operating expenses (annual): USD 7.07BSEC XBRL filing
- Operating income (annual): USD -695.7MSEC XBRL filing
- EPS (basic) (annual): USD-PER-SHARES -2SEC XBRL filing
- Operating cash flow (annual): USD 1.53BSEC XBRL filing
- Revenue (annual): USD 6.38BSEC XBRL filing
Showing 24 of 60 surfaced claims.
Atomic claims from regulatory filings and derived calculations. Provenance shown as source kind only.
The Thread
Everything we know, in order2026-07-30 06:21 UTCSAGAETF Flows Shift Bitcoin ETF outflows pressure crypto prices while South Korea struggles to repatriate capital and Franklin Templeton files for innovative dividend-reinvestment funds.
2026-07-29 04:35 UTCFILINGMaterial 8-K
2026-07-28 00:00 UTCTRANSCRIPTEarnings call — Q3 2026
2026-07-28EVENTQ2 2026 earnings (expected) estimated date
2026-07-16 12:46 UTCNEWSHandelsavisen revises Invesco Ltd thesis after sector classification audit → Internal data correction triggers fresh analysis of the asset manager, with Handelsavisen’s composite score standing at 61.25/100.
2026-07-09 19:27 UTCNEWSMassive $24M QQQ call spread signals aggressive tech bullishness → A single trader deployed a three-part options structure on the Nasdaq 100 ETF, betting on a sharp rally as US equities extend their broad-based advance toward record levels.
2026-07-07 12:38 UTCNEWSBlackRock launches Nasdaq-100 ETF to challenge Invesco as AI rally fuels demand → The world's largest asset manager enters the index-tracking space, targeting Invesco's monopoly on the tech-heavy benchmark amid surging investor appetite for AI exposure.
2026-07-04 03:13 UTCHOLDERInstitutional holding changed
2026-07-04 03:13 UTCHOLDER1 institutional position change flagged (1 major)
2026-07-02 03:15 UTCHOLDERInstitutional holding changed
2026-07-02 03:15 UTCHOLDER1 institutional position change flagged (1 major)
2026-06-30 03:20 UTCEVENTIndex reconstitution
The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04
Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data
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