Invesco (NYSE:IVZ) Director Sells $1,396,685.20 in Stock

Invesco Ltd. (NYSE:IVZ) Director Andrew Tak Shing Lo sold 42,530 shares of Invesco stock in a transaction dated Tuesday, September 8th. The shares were sold at an average price of $32.84, for a total transaction of $1,396,685.20. Following the sale, the director directly owned 913,317 shares in the company, valued at $29,993,330.28. The trade was a 4.45% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website.

Andrew Tak Shing Lo also recently made the following trade(s):

• On Wednesday, September 9th, Andrew Tak Shing Lo sold 100,840 shares of Invesco stock. The stock was sold at an average price of $32.20, for a total transaction of $3,247,048.00.

Invesco Price Performance

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

Invesco (NYSE:IVZ) last posted 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. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%.The business had revenue of $1.33 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same period in the previous year, the firm posted $0.36 EPS. The business’s revenue was up 20.5% on a year-over-year basis. On average, sell-side analysts forecast that Invesco Ltd. will post 2.82 EPS for the current year.

Invesco Announces Dividend

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

Hedge Funds Weigh In On Invesco

A number of institutional investors and hedge funds have recently made changes to their positions in IVZ. SJS Investment Consulting Inc. grew its position in Invesco by 80.1% during the first quarter. SJS Investment Consulting Inc. now owns 1,207 shares of the asset manager’s stock valued at $29,000 after buying an additional 537 shares during the period. Larson Financial Group LLC raised its position in Invesco by 61.5% in the third quarter. Larson Financial Group LLC now owns 1,466 shares of the asset manager’s stock worth $34,000 after acquiring an additional 558 shares during the period. Continuum Advisory LLC purchased a new position in shares of Invesco during the 2nd quarter worth $39,000. Root Financial Partners LLC boosted its stake in shares of 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 acquiring an additional 374 shares during the last quarter. Finally, Atlas Capital Advisors Inc. bought a new stake in shares of Invesco during the 4th quarter valued at $46,000. Hedge funds and other institutional investors own 66.09% of the company’s stock.

Invesco News Summary

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

Wall Street Analysts Forecast Growth

IVZ has been the subject of a number of research reports. Weiss Ratings raised Invesco from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, June 29th. Morgan Stanley raised their price objective on shares of Invesco from $29.00 to $30.00 and gave the company an “equal weight” rating in a research note on Friday, July 17th. JPMorgan Chase & Co. lifted their target price on Invesco from $29.00 to $29.50 and gave the stock a “neutral” rating in a report on Wednesday, July 29th. Royal Bank Of Canada cut shares of Invesco from an “outperform” rating to a “hold” rating and set a $39.00 price objective for the company. in a report on Thursday, August 13th. Finally, Keefe, Bruyette & Woods began coverage on Invesco in a report on Wednesday. They set an “outperform” rating and a $39.00 price target on the stock. Four investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to MarketBeat.com, the stock has an average rating of “Hold” and a consensus target price of $31.46.

About Invesco

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.