Invesco Ltd. vs Phillips 66 — how do they compare? Invesco Ltd. trades at $31.6 (market cap $13.85B), while Phillips 66 trades at $225.67 (market cap $89.52B). The key difference: Phillips 66 is far larger — about 6.5× Invesco Ltd.'s market cap, and Invesco Ltd. pays the higher dividend (2.74%). Which is the better fit depends on your goals.
| IVZ | PSX | |
|---|---|---|
Market Cap | $13.85B | $89.52B |
Sector | Financials | Energy |
52-Week High | $32.01 | $224.36 |
52-Week Low | $20.67 | $120.04 |
Enterprise Value | $24.01B | $105.99B |
Dividend Yield | 2.74% | 2.26% |
Signals from Pluang's Aura AI — not financial advice
Invesco (IVZ) trades at $31.52, down 0.69% today, near its consensus price target of $32.50. The stock shows a bullish technical signal with moving averages supporting an uptrend, while recent earnings have been mixed with Q2 2026 beating expectations. Revenue grew to $6.38 billion in 2025, though net income was negative. Analyst sentiment is balanced with 12 buy and 16 hold ratings, and the company maintains a stable dividend.
The outlook for IVZ hinges on sustained asset under management growth and expense control to return to profitability. Key risks include market volatility affecting AUM and competitive pressures. Upside potential exists if operational improvements continue, but investors face uncertainty from inconsistent earnings performance.
Phillips 66 (PSX) trades at $225.04, up 4.41% today, reflecting strong momentum after Q2 2026 earnings beat. The stock shows bullish technical signals with support near $220 and resistance at $227. Fundamentally, the company reported robust Q2 EPS of $9.41, exceeding estimates, driven by high refining margins and operational efficiency. Recent news highlights a $5 billion joint venture for the Western Gateway Pipeline, signaling growth in midstream assets.
Outlook remains positive with analyst consensus favoring Buy ratings (57%) and a price target of $221.92. Key opportunities include sustained refining strength and debt reduction, while risks involve volatile crude prices and geopolitical factors affecting energy markets. The stock's valuation metrics, like P/E of 12.81, suggest room for upside if earnings trends continue.
Trailing returns across standard periods
Latest headlines on both assets
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 →Phillips 66 is an independent refiner with 12 refineries that have a total crude throughput capacity of 2.0 million barrels per day, or mmb/d, after converting its 255 mb/d Alliance refinery to a terminal. The midstream segment comprises extensive transportation and NGL processing assets. It also includes its DCP Midstream joint venture, which holds 45 natural gas processing facilities, 11 NGL fractionation plants, and a natural gas pipeline system with 58,000 miles of pipeline. Its CPChem chemical joint venture operates facilities in the United States and the Middle East and primarily produces olefins and polyolefins.
Read more on PSX →