Invesco Ltd. (NYSE:IVZ) Receives Consensus Recommendation of “Hold” from Brokerages

Shares of Invesco Ltd. (NYSE:IVZ) have earned an average recommendation of “Hold” from the sixteen ratings firms that are covering the firm, MarketBeat reports. Twelve equities research analysts have rated the stock with a hold rating and four have issued a buy rating on the company. The average twelve-month target price among brokerages that have issued a report on the stock in the last year is $31.4643.

IVZ has been the subject of several recent analyst reports. Evercore set a $35.00 target price on shares of Invesco in a report on Monday, August 10th. Keefe, Bruyette & Woods initiated coverage on Invesco in a report on Wednesday. They set an “outperform” rating and a $39.00 price target on the stock. Wall Street Zen downgraded Invesco from a “buy” rating to a “hold” rating in a research report on Sunday, August 9th. JPMorgan Chase & Co. upped 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. Finally, Royal Bank Of Canada downgraded Invesco from an “outperform” rating to a “hold” rating and set a $39.00 target price on the stock. in a research note on Thursday, August 13th.

Insider Buying and Selling

In other news, Director Stephanie Butcher sold 45,095 shares of the firm’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $32.28, for a total value of $1,455,666.60. Following the completion of the sale, the director directly owned 10,205 shares of the company’s stock, valued at $329,417.40. This trade represents a 81.55% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, CFO Laura Dukes sold 31,075 shares of the firm’s stock in a transaction on Friday, September 4th. The stock was sold at an average price of $33.16, for a total value of $1,030,447.00. Following the completion of the sale, the chief financial officer owned 259,183 shares of the company’s stock, valued at approximately $8,594,508.28. This represents a 10.71% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 219,540 shares of company stock worth $7,129,847. Insiders own 1.40% of the company’s stock.

Hedge Funds Weigh In On Invesco

Large investors have recently bought and sold shares of the business. Sequoia Financial Advisors LLC grew its stake in Invesco by 45.7% in the second quarter. Sequoia Financial Advisors LLC now owns 58,792 shares of the asset manager’s stock worth $1,552,000 after purchasing an additional 18,451 shares in the last quarter. MCF Advisors LLC increased its holdings in shares of Invesco by 15.9% in the 2nd quarter. MCF Advisors LLC now owns 6,782 shares of the asset manager’s stock valued at $179,000 after acquiring an additional 930 shares during the period. Engineers Gate Manager LP grew its stake in Invesco by 47.0% in the second quarter. Engineers Gate Manager LP now owns 1,354,613 shares of the asset manager’s stock valued at $35,748,000 after purchasing an additional 433,287 shares during the last quarter. NewEdge Advisors LLC raised its holdings in Invesco by 229.7% in the second quarter. NewEdge Advisors LLC now owns 222,541 shares of the asset manager’s stock worth $5,873,000 after purchasing an additional 155,038 shares in the last quarter. Finally, IFP Advisors Inc lifted its position in shares of Invesco by 52.8% during the second quarter. IFP Advisors Inc now owns 10,879 shares of the asset manager’s stock valued at $287,000 after buying an additional 3,760 shares during the last quarter. Hedge funds and other institutional investors own 66.09% of the company’s stock.

Invesco Price Performance

Shares of NYSE:IVZ opened at $31.95 on Friday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.31 and a current ratio of 1.31. The firm has a market cap of $14.16 billion, a price-to-earnings ratio of -46.98, a price-to-earnings-growth ratio of 0.47 and a beta of 1.63. The business has a 50-day simple moving average of $30.91 and a two-hundred day simple moving average of $27.66. Invesco has a fifty-two week low of $20.67 and a fifty-two week high of $33.66.

Invesco (NYSE:IVZ) last released its quarterly earnings results 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 for the quarter, compared to analysts’ expectations of $1.32 billion. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%.The company’s revenue was up 20.5% compared to the same quarter last year. During the same period in the prior year, the firm earned $0.36 EPS. On average, analysts expect that Invesco will post 2.82 earnings per share for the current year.

Invesco Dividend Announcement

The company also recently disclosed 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 of this dividend was Friday, August 14th. This represents a $0.86 dividend on an annualized basis and a yield of 2.7%. Invesco’s payout ratio is presently -126.47%.

Invesco News Roundup

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Keefe, Bruyette & Woods initiated coverage with an “outperform” rating and a $39 price target, implying meaningful upside from recent trading levels. Invesco August Assets Under Management announcement
• Positive Sentiment: Evercore ISI raised its price target to $37 from $35 while maintaining an “in line” rating, signaling improved valuation support even without a bullish rating. Evercore ISI Invesco price target update
• Positive Sentiment: Analyst commentary continues to point to Invesco’s diversified platform, resilient inflows and global reach as drivers of assets-under-management growth and potentially steadier fee revenue. The company also announced its August 31, 2026 assets-under-management results. Invesco AUM expansion strategy analysis
• Neutral Sentiment: Invesco’s Limited Term California Municipal Fund released its second-quarter 2026 commentary. The update is relevant to fund investors but has limited direct implications for IVZ’s consolidated earnings. Invesco California Municipal Fund commentary
• Negative Sentiment: Multiple insiders sold shares: CFO Laura Dukes sold 31,075 shares, while Director Stephanie Butcher sold 45,095 and Director Andrew Tak Shing Lo sold a combined 143,370 shares. The sales reduce insider ownership and may raise caution, although insiders retain substantial holdings. Invesco insider trading activity
• Negative Sentiment: Zacks Research downgraded Invesco from “strong buy” to “hold,” adding to the stock’s mixed analyst outlook. The broader consensus remains “hold,” which could limit near-term buying momentum.

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.