Invesco Ltd. (NYSE:IVZ) Given Average Recommendation of “Hold” by Analysts

Invesco Ltd. (NYSE:IVZ) has received an average rating of “Hold” from the sixteen brokerages that are covering the company, Marketbeat Ratings reports. Twelve investment analysts have rated the stock with a hold rating and four have issued a buy rating on the company. The average 12 month price target among brokerages that have issued ratings on the stock in the last year is $31.4643.

A number of analysts have recently weighed in on the company. Zacks Research cut Invesco from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 7th. Morgan Stanley boosted their price objective on Invesco from $29.00 to $30.00 and gave the company an “equal weight” rating in a research report on Friday, July 17th. Weiss Ratings upgraded Invesco from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 29th. TD Cowen increased their target price on Invesco from $37.00 to $39.00 and gave the stock a “buy” rating in a research report on Thursday, August 13th. Finally, Evercore set a $35.00 target price on Invesco in a research note on Monday, August 10th.

Insider Activity

In other news, CFO Laura Dukes sold 31,075 shares of Invesco stock in a transaction that occurred on Friday, September 4th. The stock was sold at an average price of $33.16, for a total transaction of $1,030,447.00. Following the sale, the chief financial officer owned 259,183 shares of the company’s stock, valued at approximately $8,594,508.28. The trade was a 10.71% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through the SEC website. Also, Director Andrew Tak Shing Lo sold 100,840 shares of the business’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $32.20, for a total value of $3,247,048.00. Following the transaction, the director owned 812,477 shares of the company’s stock, valued at approximately $26,161,759.40. This represents a 11.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 219,540 shares of company stock valued at $7,129,847. Insiders own 1.40% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in IVZ. State Street Corp increased its holdings in shares of Invesco by 1.5% during the second quarter. State Street Corp now owns 22,260,704 shares of the asset manager’s stock valued at $351,051,000 after purchasing an additional 332,340 shares during the period. Dimensional Fund Advisors LP lifted its holdings in Invesco by 2.9% in the first quarter. Dimensional Fund Advisors LP now owns 21,361,119 shares of the asset manager’s stock worth $518,836,000 after purchasing an additional 596,434 shares during the period. AQR Capital Management LLC lifted its holdings in Invesco by 5.3% in the second quarter. AQR Capital Management LLC now owns 11,612,559 shares of the asset manager’s stock worth $182,491,000 after purchasing an additional 584,035 shares during the period. California State Teachers Retirement System grew its position in Invesco by 2,495.9% in the 2nd quarter. California State Teachers Retirement System now owns 10,837,212 shares of the asset manager’s stock valued at $285,994,000 after buying an additional 10,419,736 shares in the last quarter. Finally, Invesco Ltd. bought a new position in Invesco in the 4th quarter valued at about $230,391,000. Institutional investors and hedge funds own 66.09% of the company’s stock.

Invesco Trading Up 1.3%

Invesco stock opened at $32.34 on Friday. The firm’s 50-day moving average is $31.02 and its 200-day moving average is $27.69. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.31 and a current ratio of 1.31. Invesco has a 1 year low of $20.67 and a 1 year high of $33.66. The company has a market cap of $14.33 billion, a P/E ratio of -47.55, a PEG ratio of 0.47 and a beta of 1.63.

Invesco (NYSE:IVZ) last announced its quarterly earnings data on Tuesday, July 28th. The asset manager reported $0.71 earnings per share for the quarter, beating analysts’ consensus estimates of $0.67 by $0.04. Invesco had a negative net margin of 0.93% and a positive return on equity of 12.83%. The business had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.32 billion. During the same quarter in the prior year, the firm earned $0.36 EPS. The company’s revenue for the quarter was up 20.5% compared to the same quarter last year. On average, equities analysts expect that Invesco will post 2.82 earnings per share for the current year.

Invesco Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were paid a $0.215 dividend. The ex-dividend date was Friday, August 14th. This represents a $0.86 annualized dividend and a dividend yield of 2.7%. Invesco’s dividend payout ratio (DPR) is presently -126.47%.

Key Invesco News

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Keefe, Bruyette & Woods initiated coverage of Invesco with an “outperform” rating and a $39 price target. The target suggests potential upside from recent trading levels and provides a bullish new analyst view. Keefe Bruyette and Woods coverage initiation
• Positive Sentiment: Invesco announced its assets under management for August 31, 2026. Monthly AUM data is closely watched because higher assets can support management-fee revenue and profitability, although the release details provided do not specify the month’s change. Invesco August 2026 assets under management announcement
• Neutral Sentiment: Invesco’s Limited Term California Municipal Fund published its second-quarter 2026 commentary. The update is relevant to fundholders but has limited direct impact on Invesco’s consolidated earnings. Invesco Limited Term California Municipal Fund commentary
• Negative Sentiment: Several insiders sold shares recently. CFO Laura Dukes sold 31,075 shares for about $1.03 million; Director Stephanie Butcher sold 45,095 shares for about $1.46 million; and Director Andrew Tak Shing Lo sold 143,370 shares in two transactions totaling about $4.64 million. The sales reduced their positions and may signal caution, although Lo continues to hold a substantial stake. Invesco insider selling report

About Invesco

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.