Invesco (NYSE:IVZ) Upgraded by Wall Street Zen to “Buy” Rating

Wall Street Zen upgraded shares of Invesco (NYSE:IVZ) from a hold rating to a buy rating in a report issued on Saturday morning,Wall Street Zen reports.

A number of other research analysts have also recently weighed in on the company. Keefe, Bruyette & Woods started coverage on Invesco in a research report on Wednesday. They issued an “outperform” rating and a $39.00 price target for the company. Royal Bank Of Canada lowered shares of Invesco from an “outperform” rating to a “hold” rating and set a $39.00 price objective on the stock. in a research report on Thursday, August 13th. Zacks Research lowered shares of Invesco from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 7th. Weiss Ratings raised shares of Invesco from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 29th. Finally, Barclays raised their target price on shares of Invesco from $31.00 to $32.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Four investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, Invesco currently has a consensus rating of “Hold” and an average price target of $31.46.

Invesco Stock Performance

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

Invesco (NYSE:IVZ) last released its quarterly earnings data on Tuesday, July 28th. The asset manager reported $0.71 earnings per share for the quarter, beating the consensus estimate of $0.67 by $0.04. The firm had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.32 billion. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%.Invesco’s quarterly revenue was up 20.5% on a year-over-year basis. During the same period last year, the business posted $0.36 EPS. As a group, equities analysts anticipate that Invesco will post 2.82 EPS for the current fiscal year.

Invesco Dividend Announcement

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

Insider Activity

In other Invesco news, Director Andrew Tak Shing Lo sold 100,840 shares of Invesco stock in a transaction on 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 transaction, the director owned 812,477 shares of the company’s stock, valued at $26,161,759.40. The trade was a 11.04% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, Director Stephanie Butcher sold 45,095 shares of the business’s stock in a transaction on Wednesday, September 9th. The shares were sold at an average price of $32.28, for a total transaction of $1,455,666.60. Following the sale, the director owned 10,205 shares of the company’s stock, valued at approximately $329,417.40. The trade was a 81.55% decrease in their position. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 219,540 shares of company stock worth $7,129,847. 1.40% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Invesco

Institutional investors and hedge funds have recently bought and sold shares of the business. Root Financial Partners LLC increased its stake in Invesco by 28.2% during the 4th quarter. Root Financial Partners LLC now owns 1,702 shares of the asset manager’s stock worth $45,000 after purchasing an additional 374 shares in the last quarter. ANB Bank lifted its stake in Invesco by 3.1% in the first quarter. ANB Bank now owns 12,324 shares of the asset manager’s stock valued at $299,000 after buying an additional 375 shares in the last quarter. Vise Technologies Inc. lifted its stake in Invesco by 3.3% in the fourth quarter. Vise Technologies Inc. now owns 13,182 shares of the asset manager’s stock valued at $346,000 after buying an additional 425 shares in the last quarter. EWA LLC lifted its stake in Invesco by 3.8% in the first quarter. EWA LLC now owns 12,490 shares of the asset manager’s stock valued at $303,000 after buying an additional 452 shares in the last quarter. Finally, Parallel Advisors LLC boosted its holdings in shares of Invesco by 18.4% in the third quarter. Parallel Advisors LLC now owns 3,031 shares of the asset manager’s stock valued at $70,000 after buying an additional 472 shares during the period. Institutional investors and hedge funds own 66.09% of the company’s stock.

Trending Headlines about Invesco

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

Invesco Company Profile

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.