Compare Invesco Ltd. (IVZ) vs Annaly Capital Management, Inc. (NLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Invesco Ltd. vs Annaly Capital Management, Inc. — how do they compare? Invesco Ltd. trades at $31.45 (market cap $13.85B), while Annaly Capital Management, Inc. trades at $23.18 (market cap $17.44B). The key difference: Annaly Capital Management, Inc. is the larger of the two by market cap, and Annaly Capital Management, Inc. pays the higher dividend (12.96%). Which is the better fit depends on your goals.
| IVZ | NLY | |
|---|---|---|
Market Cap | $13.85B | $17.44B |
Sector | Financials | Financials |
52-Week High | $32.01 | $24.40 |
52-Week Low | $20.67 | $20.21 |
Enterprise Value | $24.01B | — |
Dividend Yield | 2.74% | 12.96% |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Invesco (IVZ) trades at $31.58, down 0.5% today but near its 52-week high, with a bullish technical signal from moving averages. The company reported mixed quarterly earnings, beating in Q2 2026 but missing in Q1, with Q3 results pending. Revenue has grown to $6.38 billion in 2025, though net income remains negative. Analyst consensus is a $32.50 price target with a mix of Buy and Hold ratings, and the firm maintains a stable dividend payout.
The outlook for IVZ is cautiously optimistic, supported by strong assets under management and positive cash flow trends. However, profitability challenges and expense pressures pose risks. Upside potential hinges on earnings improvement and market sentiment, while downside risks include margin compression and competitive pressures in asset management.
NLY trades at $23.23, up 1.4% with strong technical momentum as moving averages signal bullish sentiment. The stock demonstrates robust fundamentals with a low P/E of 5.59 and impressive 92.77% net income margin, supported by three consecutive quarterly earnings beats. Recent analyst upgrades and institutional buying reflect growing confidence in the mortgage REIT's housing finance strategy and dividend sustainability.
Outlook remains positive with consensus price target of $24.50 offering 5.5% upside potential. Key opportunities include the 13%+ dividend yield and diversified housing finance platform, while risks center on interest rate volatility and the company's high leverage ratio of 23.55. Earnings growth momentum and institutional support provide catalysts for continued appreciation.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Invesco Ltd.
Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% 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 close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).
Read more on IVZ →About Annaly Capital Management, Inc.
Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →
