UniSuper Management Pty Ltd Cuts Holdings in Invesco Ltd. $IVZ

UniSuper Management Pty Ltd reduced its position in Invesco Ltd. (NYSE:IVZ) by 20.2% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 87,180 shares of the asset manager’s stock after selling 22,112 shares during the period. UniSuper Management Pty Ltd’s holdings in Invesco were worth $2,000,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. State Street Corp increased its stake in Invesco by 1.5% in the 2nd quarter. State Street Corp now owns 22,260,704 shares of the asset manager’s stock worth $351,051,000 after acquiring an additional 332,340 shares during the last quarter. AQR Capital Management LLC grew its holdings in shares of Invesco by 5.3% in the second quarter. AQR Capital Management LLC now owns 11,612,559 shares of the asset manager’s stock valued at $182,491,000 after purchasing an additional 584,035 shares in the last quarter. Geode Capital Management LLC increased its position in Invesco by 0.8% in the second quarter. Geode Capital Management LLC now owns 11,107,421 shares of the asset manager’s stock worth $174,816,000 after purchasing an additional 88,094 shares during the last quarter. Alliancebernstein L.P. raised its stake in Invesco by 13.4% during the second quarter. Alliancebernstein L.P. now owns 7,924,717 shares of the asset manager’s stock valued at $124,973,000 after purchasing an additional 939,365 shares in the last quarter. Finally, Balyasny Asset Management L.P. grew its stake in shares of Invesco by 58.1% in the 2nd quarter. Balyasny Asset Management L.P. now owns 5,092,189 shares of the asset manager’s stock worth $80,304,000 after buying an additional 1,871,666 shares in the last quarter. 66.09% of the stock is owned by institutional investors.

Insider Buying and Selling at Invesco

In other news, Director Douglas J. Sharp sold 160,000 shares of the business’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $23.56, for a total transaction of $3,769,600.00. Following the completion of the sale, the director directly owned 192 shares of the company’s stock, valued at approximately $4,523.52. The trade was a 99.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Company insiders own 1.21% of the company’s stock.

Trending Headlines about Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Adjusted Q4 results beat expectations: adjusted EPS $0.62 vs. consensus $0.57, revenue roughly $1.26B (above estimates) and AUM reached a record $2.17 trillion — all supportive of fee growth and recurring revenue. IVZ Stock Gains on Q4 Earnings Beat as AUM, Revenues Increase Y/Y
• Positive Sentiment: Analysts note stronger markets, higher AUM and growth in ETFs/private markets helped lift Q4 results — a constructive signal for recurring fee trends and margin resilience. Higher AUM on Upbeat Markets to Drive Invesco’s Q4 Earnings
• Neutral Sentiment: Market commentary and idea pieces view IVZ as a value/dip buy after Q4 — suggesting some investor interest in buying the beat-and-record-AUM narrative if the impairment is viewed as one-off. 2 Portfolio Worthy Value Stocks to Consider After Q4 Results: GM, IVZ
• Neutral Sentiment: Coverage pieces and previews discuss evolving price targets and what to watch next (AUM trends, flows, fee mix); these shape sentiment but aren’t immediate fundamentals. How The New Price Target Is Quietly Shaping Invesco’s (IVZ) Evolving Story
• Negative Sentiment: Company reported a GAAP Q4 diluted loss of $(2.61) due to a non‑cash intangible impairment of $1.8 billion that reduced GAAP EPS by ~$3.01 — a material one‑time charge that can weigh on near‑term investor sentiment and valuation. Invesco Reports Results for the Three Months and Year Ended December 31, 2025
• Negative Sentiment: Despite the adjusted beat, the market is reacting negatively (heavy volume) — investors are focused on the size of the charge, GAAP loss, and how management plans to prevent similar write‑downs. Earnings materials and the call/slides are available for deeper read. Listen to Conference Call / View Press Release

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Zacks Research downgraded shares of Invesco from a “strong-buy” rating to a “hold” rating in a report on Friday, December 5th. Deutsche Bank Aktiengesellschaft upgraded Invesco from a “hold” rating to a “buy” rating and lifted their price target for the stock from $26.00 to $31.00 in a research report on Wednesday, December 17th. Fundamental Research set a $27.00 price objective on Invesco in a research report on Friday, October 31st. TD Cowen reaffirmed a “buy” rating on shares of Invesco in a research note on Tuesday, January 13th. Finally, Morgan Stanley set a $29.00 target price on Invesco in a research report on Monday. Five analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $26.42.

Invesco Stock Down 5.0%

Shares of NYSE:IVZ opened at $27.20 on Wednesday. Invesco Ltd. has a 1 year low of $11.60 and a 1 year high of $29.61. The business has a 50 day simple moving average of $26.68 and a two-hundred day simple moving average of $23.73. The firm has a market capitalization of $12.11 billion, a PE ratio of 18.50, a price-to-earnings-growth ratio of 0.50 and a beta of 1.65. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.23 and a quick ratio of 1.23.

Invesco (NYSE:IVZ) last issued its quarterly earnings results on Tuesday, January 27th. The asset manager reported $0.62 earnings per share for the quarter, topping the consensus estimate of $0.57 by $0.05. Invesco had a return on equity of 9.11% and a net margin of 14.15%.The firm had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.24 billion. During the same period in the prior year, the business posted $0.52 earnings per share. The company’s revenue for the quarter was up 6.1% on a year-over-year basis. On average, equities analysts predict that Invesco Ltd. will post 1.87 EPS for the current year.

Invesco Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Friday, February 13th will be paid a $0.21 dividend. The ex-dividend date is Friday, February 13th. This represents a $0.84 dividend on an annualized basis and a yield of 3.1%. Invesco’s dividend payout ratio (DPR) is presently 57.14%.

About Invesco

Invesco Ltd. is an independent global investment management firm headquartered in Atlanta, Georgia, and publicly traded on the New York Stock Exchange (NYSE: IVZ). With origins dating back to 1935, the company is dedicated to offering a wide array of investment strategies and solutions to both individual and institutional clients worldwide.

The firm’s product suite encompasses actively managed equity and fixed income funds, passive index funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts, alongside specialized offerings such as private markets, real estate, and structured products.