Invesco Ltd. vs Oxford Lane Capital Corp — how do they compare? Invesco Ltd. trades at $29.67 (market cap $13.28B), while Oxford Lane Capital Corp trades at $8.63 (market cap $835.71M). The key difference: Invesco Ltd. is far larger — about 15.9× Oxford Lane Capital Corp's market cap, and Oxford Lane Capital Corp pays the higher dividend (28.15%). Which is the better fit depends on your goals — on Pluang, investors hold Invesco Ltd. for 77 Days and Oxford Lane Capital Corp for 50 Days on average.
| IVZ | OXLC | |
|---|---|---|
Market Cap | $13.28B | $835.71M |
Volume | 3,698,033 | 1,125,263 |
Sector | Financials | Financials |
52-Week High | $33.31 | $16.74 |
52-Week Low | $22.44 | $8.15 |
Typical Hold Time | 77 Days | 50 Days |
Enterprise Value | $23.45B | $1.23B |
Dividend Yield | 2.86% | 28.15% |
Signals from Pluang's Aura AI — not financial advice
Invesco (IVZ) trades at $29.66, down 2.75% today, with mixed technical signals showing bearish momentum but oversold conditions on some indicators. Fundamentally, the company reported negative net income of -$282 million in 2025 despite $6.38 billion revenue, though operating cash flow remains strong at $1.53 billion. Recent earnings show two beats and one miss in the last three quarters, with Q3 2026 results expected October 27.
The outlook remains cautious with analyst consensus at Buy (43%) and Hold (57%), targeting $33.71. Key risks include profitability challenges and market volatility, while opportunities lie in AUM growth and dividend yield. The stock trades near the lower end of analyst targets, suggesting limited downside but requiring improved earnings for sustained recovery.
OXLC trades at $8.655, up 2.3% today, but remains in a bearish technical trend with significant earnings volatility. The company reported a net loss of $585 million in 2026, missing EPS estimates for three consecutive quarters, while maintaining a high dividend payout. Analyst sentiment is mixed with a 50% buy rating, but technical indicators show strong selling pressure.
The outlook is cautious due to deteriorating fundamentals and high payout risks, though the stock trades below book value. Key risks include unsustainable dividends and NAV erosion, while potential upside hinges on CLO market recovery and cost management improvements.
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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 →Oxford Lane Capital Corp. is a non-diversified, closed-end management investment company. Its primary investment objective is to achieve high current income, with a secondary objective of capital appreciation. The company primarily invests in equity and junior debt tranches of collateralized loan obligations (CLOs), which are pools of corporate loans. OXLC is known for its high-yield distribution policy and provides investors with leveraged exposure to the CLO market.
Read more on OXLC →