IVZ
Moving with the market
- IVZ +0.36% on the last session vs SPY −0.00%: +0.4 pts of stock-specific move.
- Aftermath, big drop (Oct 14): After its 57 big drops in the past 5 years, IVZ was higher a month later 31 times out of 57; half the outcomes fell between -4.9% and +7.6%. History, not a forecast.
- 2 analyst actions in the past 10 days (1 positive, 1 negative); latest: RBC Capital maintained Outperform, raised target $35.00 → $36.00.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Bargain & stretch prices
Prices IVZ only reaches with set odds, from its own recent swings. Odds, not a forecast.
| Today | Next 5 sessions | |
|---|---|---|
| Stretch sell side |
28.37 +1.6% ↑ more often after a big drop
reached 3 in 10 days · 31% vs usual 28% |
28.92 +3.5% ↑ more often after a big drop
reached 3 in 10 weeks · 31% vs usual 30% |
| Now | 28.03 · prior close 27.93 | |
| Bargain buy side |
27.50 -1.5% reached 3 in 10 days reached today |
26.97 -3.4% reached 3 in 10 weeks |
More patient or more eager
| Bargain | Reached | Stretch | Reached | |
|---|---|---|---|---|
| Today | ||||
| Patient | 27.36 | 2 in 10 days | 28.51 | 2 in 10 days↑ 20% vs 17% |
| Balanced | 27.50 | 3 in 10 days | 28.37 | 3 in 10 days↑ 31% vs 28% |
| Eager | 27.63 | 4 in 10 days | 28.24 | 5 in 10 days↑ 49% vs 45% |
| Next 5 sessions | ||||
| Patient | 26.67 | 2 in 10 weeks | 29.25 | 2 in 10 weeks |
| Balanced | 26.97 | 3 in 10 weeks | 28.92 | 3 in 10 weeks↑ 31% vs 30% |
| Eager | 27.26 | 4 in 10 weeks | 28.62 | 5 in 10 weeks↑ 49% vs 48% |
"3 in 10 days" means the price was reached on about 3 of every 10 days like this one. Patient prices are further away and come less often; eager ones are closer and come more often. From IVZ's daily swings (about 1.6% a day lately), anchored on the Oct 14 close. The odds were measured on 10 years of S&P 500 prices (they move about 3 points from year to year with the market: bargain prices come more often in falling years, stretch prices in rising ones), and where a situation below changed them consistently (in at least 8 of 10 years), they are adjusted and marked. In those tests, waiting for the bargain price did no better on average than buying at the close: what you save when it comes, you pay when it doesn't.
Situations on the Oct 14 close
- Stretch price, next session: reached 31% of days instead of the usual 28% (held in 9 of 10 years)
- Stretch price, next 5 sessions: reached 31% of weeks instead of the usual 30% (held in 8 of 10 years)
| Date | That day | 1 week on | 1 month on | 3 months on |
|---|---|---|---|---|
| Sep 14, 2026 | -2.4% | -0.4% | -8.2% | — |
| Aug 20, 2026 | -2.6% | +6.2% | +0.1% | — |
| Jul 29, 2026 | -4.6% | +14.0% | +19.5% | — |
| Jun 23, 2026 | -6.1% | -2.3% | +10.3% | +14.9% |
| Jun 1, 2026 | -3.0% | -0.3% | -2.9% | +19.5% |
| May 19, 2026 | -3.4% | +4.3% | +6.3% | +22.5% |
| Apr 9, 2026 | -2.6% | +1.9% | +17.1% | +23.9% |
| Mar 27, 2026 | -3.7% | -1.4% | +11.5% | +14.2% |
Big drop and big gain: among IVZ's own worst or best 10% of daily moves, as on the Aftermath tab. The past times are history: in our tests, how a stock did after its earlier times did not predict the next one, and across the S&P 500 none of these situations leaned up or down except, weakly, an all-time high followed by a big drop. Not advice.
Price ladder
| Highest analyst target | 41.00 +46.3% |
| Mean analyst target | 34.61 +23.5% |
| All-time and 52-week closing high Aug 27, 2026 |
33.31 +18.8% |
| 50-day average | 31.24 +11.5% |
| Lowest analyst target | 29.50 +5.2% |
| Stretch, next 5 sessions | 28.92 +3.2% |
| Now | 28.03 |
| Previous close Oct 14, 2026 |
27.93 -0.4% |
| 200-day average | 27.67 -1.3% |
| Bargain, next 5 sessions | 26.97 -3.8% |
| 52-week closing low Nov 17, 2025 |
21.94 -21.7% |
Closing prices (all-time = the 31 years Yahoo has). Percentages are the distance from now. These are levels people watch, not levels the price has to respect. Not advice.