Universal Beteiligungs und Servicegesellschaft mbH Trims Stock Position in Invesco Ltd. $IVZ

Universal Beteiligungs und Servicegesellschaft mbH decreased its stake in shares of Invesco Ltd. (NYSE:IVZ) by 52.3% in the 3rd quarter, HoldingsChannel.com reports. The firm owned 141,014 shares of the asset manager’s stock after selling 154,688 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Invesco were worth $3,235,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the company. KLP Kapitalforvaltning AS grew its position in Invesco by 46.1% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 96,300 shares of the asset manager’s stock worth $1,519,000 after acquiring an additional 30,400 shares during the last quarter. Sequoia Financial Advisors LLC raised its stake in shares of Invesco by 177.2% during the third quarter. Sequoia Financial Advisors LLC now owns 27,841 shares of the asset manager’s stock valued at $639,000 after acquiring an additional 17,798 shares during the last quarter. Aviance Capital Partners LLC acquired a new position in shares of Invesco during the third quarter worth $1,013,000. First Trust Advisors LP grew its stake in shares of Invesco by 5,065.4% in the second quarter. First Trust Advisors LP now owns 3,380,933 shares of the asset manager’s stock worth $53,317,000 after purchasing an additional 3,315,480 shares during the last quarter. Finally, Asset Management One Co. Ltd. increased its holdings in Invesco by 729.1% in the second quarter. Asset Management One Co. Ltd. now owns 108,246 shares of the asset manager’s stock valued at $1,707,000 after purchasing an additional 95,190 shares during the period. 66.09% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have commented on the company. Weiss Ratings reiterated a “hold (c+)” rating on shares of Invesco in a research report on Monday, December 29th. Bank of America boosted their target price on shares of Invesco from $23.00 to $25.00 and gave the company a “neutral” rating in a research report on Thursday, October 2nd. The Goldman Sachs Group upped their price target on Invesco from $28.75 to $29.50 and gave the stock a “neutral” rating in a research note on Wednesday. Barclays dropped their price objective on shares of Invesco from $30.00 to $29.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Finally, TD Cowen set a $34.50 price objective on Invesco in a research note on Wednesday. Five research analysts have rated the stock with a Buy rating and eleven have assigned a Hold rating to the stock. Based on data from MarketBeat, Invesco has an average rating of “Hold” and a consensus price target of $27.93.

Invesco Trading Up 1.3%

Shares of IVZ stock opened at $27.53 on Thursday. The company has a quick ratio of 1.23, a current ratio of 1.23 and a debt-to-equity ratio of 0.83. The firm has a market cap of $12.25 billion, a P/E ratio of 18.72, a PEG ratio of 0.47 and a beta of 1.65. The company has a 50 day moving average of $26.77 and a 200-day moving average of $23.75. Invesco Ltd. has a 12-month low of $11.60 and a 12-month high of $29.61.

Invesco (NYSE:IVZ) last announced its quarterly earnings data on Tuesday, January 27th. The asset manager reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.57 by $0.05. Invesco had a positive return on equity of 9.69% and a negative net margin of 6.92%.The business had revenue of $1.26 billion for the quarter, compared to analysts’ expectations of $1.24 billion. During the same period in the previous year, the business posted $0.52 EPS. The firm’s quarterly revenue was up 6.1% compared to the same quarter last year. Sell-side analysts anticipate that Invesco Ltd. will post 1.87 earnings per share for the current year.

Invesco Announces Dividend

The company 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 annualized dividend and a yield of 3.1%. Invesco’s dividend payout ratio is currently 57.14%.

Insider Buying and Selling

In other news, Director Douglas J. Sharp sold 160,000 shares of the company’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $23.56, for a total value of $3,769,600.00. Following the transaction, the director owned 192 shares of the company’s stock, valued at approximately $4,523.52. This represents a 99.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 1.21% of the stock is currently owned by insiders.

Key Stories Impacting Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Q4 results beat consensus — adjusted EPS $0.62 vs. $0.57 expected, revenue $1.26B vs. $1.24B and record AUM of $2.17T with strong net inflows; these drove the immediate market reaction. Earnings Top and Net Inflows
• Positive Sentiment: Argus raised its price target to $32 and issued a “buy” rating, implying meaningful upside and adding institutional analyst momentum. Argus Price Target Raise
• Positive Sentiment: Board declared a quarterly dividend of $0.21 (annualized yield ~3.0%), with an ex?dividend date of Feb 13 — supports the stock’s appeal to income investors.
• Neutral Sentiment: Multiple analyst and outlet writeups (Zacks pieces on momentum/value and dividend appeal) increase visibility and may attract different investor styles but don’t change fundamentals immediately. Zacks Coverage
• Negative Sentiment: GAAP results were hit by a $1.8B non?cash intangible impairment that produced a reported diluted EPS of $(2.61), raising questions about one?time charges and earnings quality even though management provided adjusted figures. PR Newswire Release

Invesco Profile

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.