Andrew Tak Shing Lo Sells 100,840 Shares of Invesco (NYSE:IVZ) Stock

Invesco Ltd. (NYSE:IVZ) Director Andrew Tak Shing Lo sold 100,840 shares of Invesco stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $32.20, for a total value of $3,247,048.00. Following the transaction, the director directly owned 812,477 shares in the company, valued at approximately $26,161,759.40. This trade represents a 11.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.

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

• On Tuesday, September 8th, Andrew Tak Shing Lo sold 42,530 shares of Invesco stock. The shares were sold at an average price of $32.84, for a total value of $1,396,685.20.

Invesco Stock Performance

Shares of Invesco stock traded down $0.07 during trading hours on Thursday, hitting $32.02. 1,543,021 shares of the company were exchanged, compared to its average volume of 5,341,796. The stock has a market capitalization of $14.19 billion, a price-to-earnings ratio of -47.11, a P/E/G ratio of 0.47 and a beta of 1.63. 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 Ltd. has a 1 year low of $20.67 and a 1 year high of $33.66. The business has a 50-day moving average of $30.81 and a 200-day moving average of $27.62.

Invesco (NYSE:IVZ) last issued its quarterly earnings results on Tuesday, July 28th. The asset manager reported $0.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.67 by $0.04. The business had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.32 billion. Invesco had a negative net margin of 0.93% and a positive return on equity of 12.83%. The business’s revenue was up 20.5% compared to the same quarter last year. During the same period in the previous year, the business posted $0.36 earnings per share. As a group, analysts expect that Invesco Ltd. will post 2.82 EPS for the current fiscal year.

Invesco Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were given a dividend of $0.215 per share. The ex-dividend date 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%.

Trending Headlines about Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Keefe, Bruyette & Woods initiated coverage with a “moderate buy”/“outperform” rating and a $39 price target, implying meaningful upside from recent trading levels. Keefe, Bruyette & Woods coverage and AUM expansion analysis
• Positive Sentiment: Evercore ISI raised its price target to $37 from $35 while maintaining an “in line” rating, signaling improved valuation expectations even without a bullish recommendation. Evercore ISI price-target update
• Positive Sentiment: Analysts highlighted Invesco’s diversified investment platform, resilient inflows and global reach as potential drivers of continued assets-under-management and revenue growth. Recent institutional ownership data also showed several large investors increasing their positions. Invesco AUM expansion strategy
• Neutral Sentiment: Commentary on the Invesco Limited Term California Municipal Fund provides product-level market and portfolio insight but does not appear to introduce a material new catalyst for Invesco’s parent company. Invesco Limited Term California Municipal Fund Q2 2026 Commentary
• Negative Sentiment: CFO Laura Dukes sold 31,075 shares for approximately $1.03 million, reducing her holdings by 10.71%. She still owns about 259,183 shares, so the transaction may reflect personal liquidity or diversification rather than a clear change in business outlook. Laura Dukes Invesco insider sale
• Negative Sentiment: Zacks Research downgraded IVZ from “strong buy” to “hold.” The broader analyst consensus remains “hold,” which could limit near-term upside despite the higher individual price targets.

Institutional Trading of Invesco

A number of institutional investors and hedge funds have recently modified their holdings of IVZ. Root Financial Partners LLC increased its holdings in shares of Invesco by 28.2% during the fourth quarter. Root Financial Partners LLC now owns 1,702 shares of the asset manager’s stock valued at $45,000 after purchasing an additional 374 shares during the period. ANB Bank increased its stake in shares of Invesco by 3.1% during the first quarter. ANB Bank now owns 12,324 shares of the asset manager’s stock valued at $299,000 after acquiring an additional 375 shares during the period. Vise Technologies Inc. grew its stake in shares of Invesco by 3.3% in the 4th quarter. Vise Technologies Inc. now owns 13,182 shares of the asset manager’s stock worth $346,000 after purchasing an additional 425 shares during the last quarter. EWA LLC grew its stake in shares of Invesco by 3.8% in the 1st quarter. EWA LLC now owns 12,490 shares of the asset manager’s stock worth $303,000 after purchasing an additional 452 shares during the last quarter. Finally, Parallel Advisors LLC raised its holdings in shares of Invesco by 18.4% in the 3rd quarter. Parallel Advisors LLC now owns 3,031 shares of the asset manager’s stock worth $70,000 after purchasing an additional 472 shares in the last quarter. 66.09% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

Several equities analysts recently weighed in on the company. Morgan Stanley increased their target price on Invesco from $29.00 to $30.00 and gave the stock an “equal weight” rating in a research report on Friday, July 17th. Wall Street Zen lowered Invesco from a “buy” rating to a “hold” rating in a research note on Sunday, August 9th. JPMorgan Chase & Co. lifted their price objective on 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 cut Invesco from an “outperform” rating to a “hold” rating and set a $39.00 target price for the company. in a report on Thursday, August 13th. Finally, Evercore set a $35.00 price target on Invesco in a research report on Monday, August 10th. Four analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. Based on data from MarketBeat, Invesco has an average rating of “Hold” and a consensus target price of $31.46.

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.