Invesco (NYSE:IVZ) Shares Cross Above 200 Day Moving Average – What’s Next?

Invesco Ltd. (NYSE:IVZ) passed above its 200-day moving average during trading on Thursday. The stock has a 200-day moving average of $28.52 and traded as high as $30.42. Invesco shares last traded at $30.0750, with a volume of 3,918,684 shares traded.

More Invesco News

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

Analysts Set New Price Targets

IVZ has been the topic of a number of analyst reports. JPMorgan Chase & Co. lifted their target price on shares of Invesco from $29.00 to $29.50 and gave the company a “neutral” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada increased their price target on Invesco from $35.00 to $36.00 and gave the stock an “outperform” rating in a research note on Friday. Weiss Ratings restated a “hold (c)” rating on shares of Invesco in a research report on Friday, September 25th. Morgan Stanley upped their price objective on Invesco from $30.00 to $31.00 and gave the stock an “equal weight” rating in a research note on Friday, September 25th. Finally, Keefe, Bruyette & Woods initiated coverage on Invesco in a research report on Wednesday, September 9th. They set an “outperform” rating and a $39.00 target price for the company. One analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $32.96.

Invesco Price Performance

The firm has a market cap of $13.08 billion, a P/E ratio of -43.38, a P/E/G ratio of 0.44 and a beta of 1.65. The firm’s fifty day simple moving average is $31.56 and its 200 day simple moving average is $28.53. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.31 and a current ratio of 1.31.

Invesco (NYSE:IVZ) last posted its earnings results on Tuesday, July 28th. The asset manager reported $0.71 EPS for the quarter, topping analysts’ consensus estimates of $0.67 by $0.04. The company had revenue of $1.33 billion for 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%. The firm’s revenue for the quarter was up 20.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.36 earnings per share. As a group, analysts forecast that Invesco Ltd. will post 2.83 earnings per share for the current year.

Invesco Dividend Announcement

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

Insider Buying and Selling at Invesco

In other Invesco news, CFO Laura Dukes sold 31,075 shares of the stock in a transaction 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 owned 259,183 shares in the company, valued at $8,594,508.28. This trade represents a 10.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Phoebe A. Wood sold 3,000 shares of the stock in a transaction on Friday, September 11th. The shares were sold at an average price of $32.44, for a total transaction of $97,320.00. Following the transaction, the director owned 107,111 shares of the company’s stock, valued at $3,474,680.84. This trade represents a 2.72% decrease in their position. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 222,540 shares of company stock valued at $7,227,167. 1.40% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in IVZ. Dimensional Fund Advisors LP increased its stake in Invesco by 2.9% during the first quarter. Dimensional Fund Advisors LP now owns 21,361,119 shares of the asset manager’s stock worth $518,836,000 after acquiring an additional 596,434 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in shares of Invesco by 5.6% in the 1st quarter. Bank of New York Mellon Corp now owns 3,431,694 shares of the asset manager’s stock worth $83,356,000 after purchasing an additional 182,060 shares during the period. Macquarie Group Ltd. boosted its holdings in shares of Invesco by 0.9% in the 4th quarter. Macquarie Group Ltd. now owns 2,979,258 shares of the asset manager’s stock worth $78,265,000 after purchasing an additional 27,065 shares during the period. Bank of America Corp DE increased its position in shares of Invesco by 28.9% during the 1st quarter. Bank of America Corp DE now owns 2,654,290 shares of the asset manager’s stock valued at $64,473,000 after purchasing an additional 595,797 shares during the last quarter. Finally, Quantinno Capital Management LP increased its position in shares of Invesco by 24.1% during the 1st quarter. Quantinno Capital Management LP now owns 1,574,728 shares of the asset manager’s stock valued at $38,250,000 after purchasing an additional 306,213 shares during the last quarter. Institutional investors own 66.09% of the company’s stock.

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.