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    Is Invesco’s New Solana ETP With Staking Exposure Reframing The Investment Case For Invesco (IVZ)?

    Simply Wall St·12/18/2025 09:25:36
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    • In December 2025, Invesco and Galaxy Asset Management launched the Invesco Galaxy Solana ETP (QSOL), a Cboe BZX-listed vehicle that offers regulated, spot-based exposure to Solana (SOL) via a grantor trust structure using the Lukka Prime Solana Reference Rate and Coinbase Custody.
    • By adding Solana alongside its existing Bitcoin and Ethereum ETPs and incorporating potential staking income, Invesco is deepening its role as a provider of institutional-grade access to higher-risk digital asset infrastructure.
    • We’ll now explore how expanding into Solana-based ETPs with potential staking income could influence Invesco’s broader investment narrative and risk profile.

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    Invesco Investment Narrative Recap

    To own Invesco, you need to believe it can offset fee pressure and uneven flows by building higher-margin, differentiated products across ETFs, private markets, and digital assets. The Solana ETP launch broadens its digital toolkit, but it does not materially change the near term catalyst, which still hinges on stabilizing revenue and margins, nor the key risk of ongoing migration toward lower-fee passive offerings and digital-first competitors.

    Among the recent announcements, the new multi-alternative partnership with LGT Capital Partners stands out alongside QSOL. While QSOL targets higher-risk digital infrastructure, the LGT tie-up focuses on private markets solutions in U.S. wealth and retirement channels, which could be more directly relevant to Invesco’s margin story, given persistent pressure from passive products and technology driven investing alternatives.

    Yet investors should also be aware that the same fee and technology trends challenging Invesco’s core business could...

    Read the full narrative on Invesco (it's free!)

    Invesco’s narrative projects $4.8 billion revenue and $1.1 billion earnings by 2028. This requires an 8.2% yearly revenue decline and an earnings increase of about $700 million from $422.9 million today.

    Uncover how Invesco's forecasts yield a $27.08 fair value, a 3% upside to its current price.

    Exploring Other Perspectives

    IVZ 1-Year Stock Price Chart
    IVZ 1-Year Stock Price Chart

    Four members of the Simply Wall St Community estimate fair value for Invesco between US$12.28 and US$27.61, underlining how far views can spread. Set this against the ongoing shift toward lower fee passive and digital investing, and you can see why it pays to weigh several angles before forming an opinion.

    Explore 4 other fair value estimates on Invesco - why the stock might be worth less than half the current price!

    Build Your Own Invesco Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.