NextEra Energy Capital Holdings Inc

Athene Holding Ltd

JPMorgan Chase & Co

JPMorgan Chase &amp; Co

In a value stock comparison, Invesco (IVZ) outperforms Carlyle Group (CG) based on Zacks Rank and Style Scores. IVZ holds a Strong Buy rank with superior valuation metrics including a lower forward P/E ratio (11.23 vs 12.79), better PEG ratio (0.46 vs 1.44), and lower P/B ratio (1.33 vs 2.35), earning a Value grade of B compared to CG's D grade.

IVZ or CG: Which Is the Better Value Stock Right Now?

Five stocks passed screening criteria for S&P 500 outperformance, positive estimate revisions, and solid fundamentals. Valero Energy leads with 132.6% one-year gains, followed by RCM Technologies (54.7%), Invesco (51.4%), and Remitly Global (41.3%). All five stocks showed significant 2026 earnings estimate increases over 60 days, with Valero Energy's 37.1% increase leading the group.

5 Relative Price Strength Stocks With Momentum on Their Side

Three asset management companies—Invesco, Victory Capital, and SEI Investments—hit 52-week highs as the industry benefits from strong asset flows, consolidation activity, and product innovation. Invesco is expanding its product pipeline and improving operational efficiency. Victory Capital's $7 billion acquisition of First Eagle is expected to significantly boost scale and earnings. SEI Investments is growing through ETF expansion, private markets partnerships, and AI-enabled services.

3 Asset Management Stocks to Watch as They Hit New 52-Week Highs

The Invesco Preferred ETF (PGX) aims to replicate the performance of the ICE BofAML Core Plus Fixed Rate Preferred Securities Index. To achieve this, the Fund typically allocates a minimum of 80% of its total assets to fixed-rate, US dollar-denominated preferred securities that are components of this underlying index. The Index itself comprises fixed-rate, US dollar-denominated preferred securities issued within the domestic U.S. market. These securities must satisfy specific criteria: they require an average credit rating of at least B3 from leading agencies like Moody's, S&P, and Fitch. Additionally, they must originate from countries with an investment-grade risk profile, assessed by the average foreign currency long-term sovereign debt ratings provided by the same three agencies. Rather than fully replicating the entire index, the Fund employs a "sampling" methodology to pursue its investment objective efficiently. Both the Fund and its benchmark index undergo monthly rebalancing and reconstitution.

PGX (PGX) Stock Price, Analysis & Trade Signals