22,321 Shares in Invesco Ltd. $IVZ Bought by Sound Income Strategies LLC

Sound Income Strategies LLC purchased a new position in shares of Invesco Ltd. (NYSE:IVZ) in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm purchased 22,321 shares of the asset manager’s stock, valued at approximately $672,000.

Several other institutional investors have also added to or reduced their stakes in the company. California State Teachers Retirement System lifted its holdings in shares of Invesco by 23.4% during the first quarter. California State Teachers Retirement System now owns 417,476 shares of the asset manager’s stock worth $10,140,000 after buying an additional 79,273 shares in the last quarter. NewEdge Advisors LLC increased its position in Invesco by 229.7% during the second quarter. NewEdge Advisors LLC now owns 222,541 shares of the asset manager’s stock worth $5,873,000 after acquiring an additional 155,038 shares during the period. Teachers Retirement System of The State of Kentucky increased its position in Invesco by 2,633.1% during the first quarter. Teachers Retirement System of The State of Kentucky now owns 960,441 shares of the asset manager’s stock worth $23,330,000 after acquiring an additional 925,300 shares during the period. Sonoma Allocations LLC acquired a new stake in Invesco in the 2nd quarter worth about $11,797,000. Finally, TD Waterhouse Canada Inc. raised its stake in Invesco by 5,543.4% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 68,455 shares of the asset manager’s stock worth $1,839,000 after purchasing an additional 67,242 shares in the last quarter. 66.09% of the stock is currently owned by institutional investors.

Trending Headlines about Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Analyst sentiment improved: UBS upgraded Invesco to “strong-buy,” while RBC raised its price target from $35 to $36 and maintained an “outperform” rating. The new target implies meaningful upside from recent trading levels. Invesco analyst upgrade and price target report
• Positive Sentiment: Long-term growth thesis remains intact: A Seeking Alpha analysis argues that Invesco is a growing asset manager whose valuation reflects overly pessimistic expectations. Its dividend profile may also appeal to income-focused investors, although the Zacks article does not announce a new dividend increase. Invesco growth and valuation analysis
• Neutral Sentiment: Technical signal is mixed: Invesco shares crossed above their 200-day moving average, often viewed as a constructive trend signal, but the accompanying analysis questions whether the move is an opportunity to sell. Invesco 200-day moving average analysis
• Negative Sentiment: September AUM declined: Preliminary assets under management fell 0.9% month over month to $2.5378 trillion as of September 30. Market losses, foreign-exchange headwinds and net outflows weighed on the key revenue driver, potentially explaining some pressure on the stock despite favorable analyst calls. Invesco September 2026 assets under management announcement

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on IVZ shares. Jefferies Financial Group upgraded shares of Invesco to a “hold” rating in a research report on Tuesday, June 30th. Keefe, Bruyette & Woods assumed coverage on Invesco in a research report on Wednesday, September 9th. They set an “outperform” rating and a $39.00 price target on the stock. JPMorgan Chase & Co. raised their price objective on Invesco from $29.00 to $29.50 and gave the stock a “neutral” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada lifted their price objective on Invesco from $35.00 to $36.00 and gave the company an “outperform” rating in a report on Friday. Finally, Wall Street Zen upgraded Invesco from a “hold” rating to a “buy” rating in a research report on Saturday. One research analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $32.96.

Insiders Place Their Bets

In related news, Director Stephanie Butcher sold 45,095 shares of the company’s stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $32.28, for a total transaction of $1,455,666.60. Following the completion of the sale, the director directly owned 10,205 shares in the company, valued at $329,417.40. This represents a 81.55% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Andrew Tak Shing Lo sold 100,840 shares of the firm’s stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $32.20, for a total value of $3,247,048.00. Following the completion of the sale, the director directly owned 812,477 shares in the company, valued at $26,161,759.40. This trade represents a 11.04% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 222,540 shares of company stock worth $7,227,167 over the last 90 days. Corporate insiders own 1.40% of the company’s stock.

Invesco Stock Performance

NYSE IVZ opened at $29.50 on Friday. The firm’s 50 day simple moving average is $31.56 and its 200 day simple moving average is $28.53. The firm has a market capitalization of $13.08 billion, a price-to-earnings ratio of -43.38, a P/E/G ratio of 0.44 and a beta of 1.65. 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 1 year low of $20.67 and a 1 year high of $33.66.

Invesco (NYSE:IVZ) last announced its quarterly earnings data on Tuesday, July 28th. The asset manager reported $0.71 EPS for the quarter, beating the consensus estimate 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 period in the previous year, the business earned $0.36 earnings per share. The company’s revenue was up 20.5% on a year-over-year basis. As a group, research analysts expect that Invesco Ltd. will post 2.83 earnings per share for the current fiscal year.

Invesco Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Stockholders of record on Friday, August 14th were issued a dividend of $0.2150 per share. The ex-dividend date of this dividend was Friday, August 14th. This represents a $0.86 dividend on an annualized basis and a dividend yield of 2.9%. Invesco’s payout ratio is -126.47%.

Invesco Company Profile

Invesco Ltd. (NYSE: IVZ) is a global independent investment management firm that provides investment products and services to individuals, financial advisers, institutions and other clients. The company manages assets across public and private markets and serves clients through a range of investment strategies.

Its offerings include exchange-traded funds, mutual funds, separately managed accounts, institutional mandates and alternative investments. Invesco provides exposure to equities, fixed income, commodities, multi-asset strategies and other asset classes, with both actively managed and index-based investment solutions.

Headquartered in Atlanta, Georgia, Invesco serves clients across North America, Europe, Asia-Pacific and other international markets through offices and investment teams around the world.