Invesco Ltd. (NYSE:IVZ – Get Free Report) has received a consensus recommendation of “Moderate Buy” from the fourteen analysts that are currently covering the company, MarketBeat Ratings reports. Eight investment analysts have rated the stock with a hold rating, five have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among analysts that have issued a report on the stock in the last year is $33.27.
A number of equities research analysts have recently weighed in on the stock. Wall Street Zen lowered shares of Invesco from a “buy” rating to a “hold” rating in a report on Sunday, October 18th. BMO Capital Markets raised their target price on Invesco from $34.00 to $36.00 and gave the stock an “outperform” rating in a research note on Tuesday, October 13th. Zacks Research cut Invesco from a “strong-buy” rating to a “hold” rating in a research report on Monday, September 7th. Barclays lifted their price target on Invesco from $32.00 to $33.00 and gave the stock an “equal weight” rating in a research report on Wednesday. Finally, Evercore set a $34.00 price target on Invesco in a research note on Friday, October 9th.
Key Stories Impacting Invesco
Here are the key news stories impacting Invesco this week:
- Positive Sentiment: Strong Q3 inflows and AUM growth: Invesco reported $35.1 billion of net inflows during the third quarter, marking 13 consecutive quarters of inflows, while assets under management reached a record level. Revenue increased 16.5% year over year to $1.38 billion, supported by higher average AUM and QQQ-related revenue. Invesco Q3 brings $35.1 billion inflows and record assets under management
- Positive Sentiment: Analysts raised valuation targets: Evercore ISI lifted its Invesco price target to $37 from $34, while Barclays raised its target to $33 from $32. Barclays maintained an “equal weight” rating, signaling a more balanced view but still implying meaningful potential upside from recent trading levels. Evercore ISI price target increase
- Positive Sentiment: Anthropic partnership expands technology strategy: Invesco is working with Anthropic to make portfolio intelligence and practice-management capabilities available to financial advisors through Claude. The initiative could improve advisor tools and support longer-term distribution and productivity gains, although its financial impact is not yet quantified. Invesco Anthropic partnership announcement
- Neutral Sentiment: Dividend maintained: Invesco declared a quarterly dividend of $0.215 per share, equivalent to $0.86 annually and an approximately 3% yield. The payout supports income-focused investors but does not represent a change in dividend policy.
- Negative Sentiment: EPS missed expectations and credit concerns remain: Adjusted Q3 EPS rose to $0.72 from $0.61 a year earlier but fell short of the roughly $0.74–$0.75 consensus estimate. Rising expenses remain a headwind, while a Fitch outlook reduction and mixed earnings could limit further upside. Invesco Q3 earnings miss
Invesco Trading Up 0.9%
Shares of Invesco stock opened at $28.67 on Monday. 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 has a 12-month low of $21.82 and a 12-month high of $33.66. The firm has a market capitalization of $12.71 billion, a price-to-earnings ratio of -42.16, a PEG ratio of 0.45 and a beta of 1.65. The firm’s 50 day simple moving average is $30.67 and its two-hundred day simple moving average is $28.01.
Invesco (NYSE:IVZ – Get Free Report) last posted its quarterly earnings results on Tuesday, October 27th. The asset manager reported $0.72 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.74 by ($0.02). Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%. The company had revenue of $1.38 billion during the quarter, compared to analysts’ expectations of $1.38 billion. During the same period in the prior year, the business posted $0.61 EPS. The company’s quarterly revenue was up 16.5% on a year-over-year basis. Analysts predict that Invesco will post 2.82 EPS for the current year.
Invesco Announces Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, December 2nd. Investors of record on Friday, November 13th will be given a $0.2150 dividend. The ex-dividend date is Friday, November 13th. This represents a $0.86 dividend on an annualized basis and a yield of 3.0%. Invesco’s dividend payout ratio is currently -126.47%.
Insider Transactions at Invesco
In other Invesco news, CFO Laura Dukes sold 31,075 shares of the firm’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $33.16, for a total transaction of $1,030,447.00. Following the completion of the transaction, the chief financial officer directly owned 259,183 shares of the company’s stock, valued at approximately $8,594,508.28. This trade represents a 10.71% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Andrew Tak Shing Lo sold 100,840 shares of Invesco stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $32.20, for a total transaction of $3,247,048.00. Following the sale, the director owned 812,477 shares of the company’s stock, valued at approximately $26,161,759.40. The trade was a 11.04% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders have sold 222,540 shares of company stock worth $7,227,167 in the last ninety days. Corporate insiders own 1.40% of the company’s stock.
Institutional Trading of Invesco
A number of hedge funds and other institutional investors have recently made changes to their positions in IVZ. Americana Partners LLC purchased a new position in Invesco during the third quarter worth about $354,000. VIRGINIA RETIREMENT SYSTEMS ET Al boosted its position in Invesco by 127.2% during the 3rd quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 53,400 shares of the asset manager’s stock worth $1,611,000 after purchasing an additional 29,900 shares during the period. Parcion Private Wealth LLC raised its position in Invesco by 67.1% in the third quarter. Parcion Private Wealth LLC now owns 16,791 shares of the asset manager’s stock valued at $506,000 after purchasing an additional 6,743 shares during the period. Soltis Investment Advisors LLC acquired a new stake in Invesco in the third quarter valued at approximately $225,000. Finally, Choreo LLC boosted its stake in shares of Invesco by 12.5% in the third quarter. Choreo LLC now owns 15,842 shares of the asset manager’s stock valued at $478,000 after purchasing an additional 1,755 shares during the period. Institutional investors and hedge funds own 66.09% of the company’s stock.
Invesco Company Profile
Invesco Ltd. (NYSE: IVZ) is a global investment management company that provides investment products and services to individual investors, financial professionals, institutions and governments. The company manages assets across a range of strategies, including equities, fixed income, multi-asset portfolios, alternatives, money market funds and cash management.
Invesco offers mutual funds, exchange-traded funds, separately managed accounts, model portfolios and institutional investment solutions.
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