Invesco (NYSE:IVZ) Director Andrew Tak Shing Lo Sells 42,530 Shares of Stock

Invesco Ltd. (NYSE:IVZ) Director Andrew Tak Shing Lo sold 42,530 shares of the firm’s stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $32.84, for a total value of $1,396,685.20. Following the completion of the transaction, the director owned 913,317 shares of the company’s stock, valued at $29,993,330.28. This trade represents a 4.45% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link.

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 value of $3,247,048.00.

Invesco Stock Down 0.4%

Invesco stock opened at $31.95 on Friday. The business’s 50-day simple moving average is $30.91 and its two-hundred day simple moving average is $27.66. 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 company has a market cap of $14.16 billion, a PE ratio of -46.98, a PEG ratio of 0.47 and a beta of 1.63. Invesco Ltd. has a fifty-two week low of $20.67 and a fifty-two week high of $33.66.

Invesco (NYSE:IVZ) last announced its quarterly earnings data on Tuesday, July 28th. The asset manager reported $0.71 earnings per share (EPS) for the quarter, topping 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 firm had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.32 billion. During the same period last year, the business posted $0.36 earnings per share. The company’s revenue for the quarter was up 20.5% compared to the same quarter last year. Equities analysts anticipate that Invesco Ltd. will post 2.82 EPS for the current year.

Invesco Dividend Announcement

The firm also recently declared 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 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 dividend payout ratio (DPR) is currently -126.47%.

Institutional Investors Weigh In On Invesco

A number of hedge funds and other institutional investors have recently made changes to their positions in IVZ. SJS Investment Consulting Inc. increased its holdings in shares of Invesco by 80.1% during the 1st quarter. SJS Investment Consulting Inc. now owns 1,207 shares of the asset manager’s stock valued at $29,000 after purchasing an additional 537 shares in the last quarter. Larson Financial Group LLC boosted its holdings in Invesco by 61.5% during the third quarter. Larson Financial Group LLC now owns 1,466 shares of the asset manager’s stock worth $34,000 after buying an additional 558 shares in the last quarter. Continuum Advisory LLC purchased a new stake in Invesco during the second quarter worth $39,000. Root Financial Partners LLC grew its position in 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 buying an additional 374 shares during the period. Finally, Blue Trust Inc. grew its position in Invesco by 171.0% during the first quarter. Blue Trust Inc. now owns 1,859 shares of the asset manager’s stock valued at $45,000 after buying an additional 1,173 shares during the period. Institutional investors and hedge funds own 66.09% of the company’s stock.

More Invesco News

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.

Analysts Set New Price Targets

IVZ has been the topic of several recent research reports. Wall Street Zen downgraded shares of Invesco from a “buy” rating to a “hold” rating in a report on Sunday, August 9th. JPMorgan Chase & Co. raised their target price on shares of Invesco from $29.00 to $29.50 and gave the stock a “neutral” rating in a report on Wednesday, July 29th. Barclays boosted their target price on shares of Invesco from $31.00 to $32.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 29th. Weiss Ratings raised shares of Invesco from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, June 29th. Finally, Zacks Research downgraded Invesco from a “strong-buy” rating to a “hold” rating in a research report on Monday. Four investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus price target 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.