Key Points
- Invesco Director Andrew Tak Shing Lo sold 100,840 shares at an average price of $32.20, generating $3.25 million in proceeds and reducing his holdings by 11.04% to 812,477 shares. He also sold 42,530 shares the previous day.
- Invesco reported quarterly earnings of $0.71 per share, beating estimates of $0.67, while revenue rose 20.5% year over year to $1.33 billion.
- The company paid a quarterly dividend of $0.215 per share, equivalent to an annualized $0.86 dividend and a 2.7% yield; analysts’ overall consensus rating remains “Hold.”
Invesco Ltd. (NYSE:IVZ - Get Free Report) Director Andrew Tak Shing Lo sold 42,530 shares of the company's stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $32.84, for a total value of $1,396,685.20. Following the completion of the transaction, the director directly owned 913,317 shares of the company's stock, valued at $29,993,330.28. The trade was a 4.45% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link.
Andrew Tak Shing Lo also recently made the following trade(s):
- On Wednesday, September 9th, Andrew Tak Shing Lo sold 100,840 shares of Invesco stock. The stock was sold at an average price of $32.20, for a total value of $3,247,048.00.
Invesco Stock Down 0.4%
Shares of IVZ opened at $31.95 on Friday. The company has a current ratio of 1.31, a quick ratio of 1.31 and a debt-to-equity ratio of 1.00. Invesco Ltd. has a 12 month low of $20.67 and a 12 month high of $33.66. The stock's 50 day moving average is $30.91 and its two-hundred day moving average is $27.66. The firm has a market cap of $14.16 billion, a P/E ratio of -46.98, a PEG ratio of 0.47 and a beta of 1.63.
Invesco (NYSE:IVZ - Get Free Report) last announced its earnings results on Tuesday, July 28th. The asset manager reported $0.71 earnings per share for the quarter, topping the consensus estimate of $0.67 by $0.04. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%.The business had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same period in the prior year, the company posted $0.36 EPS. The business's quarterly revenue was up 20.5% on a year-over-year basis. Analysts predict that Invesco Ltd. will post 2.82 earnings per share for the current fiscal year.
Invesco Dividend Announcement
The business also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Investors of record on Friday, August 14th were issued a $0.215 dividend. This represents a $0.86 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend was Friday, August 14th. Invesco's payout ratio is presently -126.47%.
Analyst Upgrades and Downgrades
Several brokerages have recently issued reports on IVZ. Royal Bank Of Canada lowered shares of Invesco from an "outperform" rating to a "hold" rating and set a $39.00 target price on the stock. in a research report on Thursday, August 13th. TD Cowen lifted their price objective on Invesco from $37.00 to $39.00 and gave the stock a "buy" rating in a report on Thursday, August 13th. Barclays increased their target price on Invesco from $31.00 to $32.00 and gave the company an "equal weight" rating in a report on Wednesday, July 29th. Morgan Stanley lifted their price target on Invesco from $29.00 to $30.00 and gave the stock an "equal weight" rating in a research note on Friday, July 17th. Finally, Jefferies Financial Group upgraded Invesco to a "hold" rating in a research report on Tuesday, June 30th. Four analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the stock. Based on data from MarketBeat, the stock presently has an average rating of "Hold" and a consensus target price of $31.46.
Read Our Latest Stock Report on IVZ
Institutional Inflows and Outflows
A number of large investors have recently added to or reduced their stakes in IVZ. Integrated Wealth Concepts LLC purchased a new stake in Invesco in the first quarter valued at $563,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of Invesco by 7.2% during the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 35,767 shares of the asset manager's stock worth $543,000 after purchasing an additional 2,393 shares during the period. Woodline Partners LP grew its holdings in shares of Invesco by 40.2% during the 1st quarter. Woodline Partners LP now owns 37,850 shares of the asset manager's stock worth $574,000 after purchasing an additional 10,859 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of Invesco by 1.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,046,667 shares of the asset manager's stock worth $15,878,000 after purchasing an additional 12,685 shares during the last quarter. Finally, Baird Financial Group Inc. increased its position in shares of Invesco by 6.6% during the 2nd quarter. Baird Financial Group Inc. now owns 102,407 shares of the asset manager's stock worth $1,615,000 after purchasing an additional 6,341 shares during the last quarter. 66.09% of the stock is currently owned by institutional investors and hedge funds.
Invesco News Roundup
Here are the key news stories impacting Invesco this week:
- Positive Sentiment: Keefe, Bruyette & Woods initiated coverage with an “outperform” rating and a $39 price target, implying meaningful upside from recent trading levels. Invesco August Assets Under Management announcement
- Positive Sentiment: Evercore ISI raised its price target to $37 from $35 while maintaining an “in line” rating, signaling improved valuation support even without a bullish rating. Evercore ISI Invesco price target update
- Positive Sentiment: Analyst commentary continues to point to Invesco’s diversified platform, resilient inflows and global reach as drivers of assets-under-management growth and potentially steadier fee revenue. The company also announced its August 31, 2026 assets-under-management results. Invesco AUM expansion strategy analysis
- Neutral Sentiment: Invesco’s Limited Term California Municipal Fund released its second-quarter 2026 commentary. The update is relevant to fund investors but has limited direct implications for IVZ’s consolidated earnings. Invesco California Municipal Fund commentary
- Negative Sentiment: Multiple insiders sold shares: CFO Laura Dukes sold 31,075 shares, while Director Stephanie Butcher sold 45,095 and Director Andrew Tak Shing Lo sold a combined 143,370 shares. The sales reduce insider ownership and may raise caution, although insiders retain substantial holdings. Invesco insider trading activity
- Negative Sentiment: Zacks Research downgraded Invesco from “strong buy” to “hold,” adding to the stock’s mixed analyst outlook. The broader consensus remains “hold,” which could limit near-term buying momentum.
About Invesco
(
Get Free Report)
Invesco Ltd. (NYSE: IVZ) is a global investment management company that provides investment products and services to individuals, financial advisers, institutions and other clients. The company manages assets across a range of strategies, including active and passive equities, fixed income, multi-asset portfolios, alternatives and private markets.
Its offerings include mutual funds, exchange-traded funds, separately managed accounts, institutional investment mandates and other portfolio solutions.
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