Insider Selling: Invesco (NYSE:IVZ) CFO Sells $1,030,447.00 in Stock

Invesco Ltd. (NYSE:IVZ) CFO Laura Dukes sold 31,075 shares of the company’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $33.16, for a total value of $1,030,447.00. Following the transaction, the chief financial officer directly owned 259,183 shares in the company, valued at $8,594,508.28. This represents a 10.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link.

Invesco Trading Up 1.3%

NYSE:IVZ opened at $32.34 on Friday. Invesco Ltd. has a 12 month low of $20.67 and a 12 month high of $33.66. The firm has a fifty day simple moving average of $31.02 and a 200-day simple moving average of $27.69. The company has a current ratio of 1.31, a quick ratio of 1.31 and a debt-to-equity ratio of 1.00. The company has a market capitalization of $14.33 billion, a P/E ratio of -47.55, a PEG ratio of 0.46 and a beta of 1.63.

Invesco (NYSE:IVZ) last issued its earnings results on Tuesday, July 28th. The asset manager reported $0.71 EPS for the quarter, beating analysts’ consensus estimates of $0.67 by $0.04. The firm had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.32 billion. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%.Invesco’s revenue for the quarter was up 20.5% on a year-over-year basis. During the same quarter in the prior year, the firm earned $0.36 earnings per share. On average, equities research analysts anticipate that Invesco Ltd. will post 2.82 earnings per share 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 dividend of $0.215 per share. This represents a $0.86 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend was Friday, August 14th. Invesco’s dividend payout ratio is presently -126.47%.

Institutional Investors Weigh In On Invesco

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Sequoia Financial Advisors LLC grew its holdings in shares of Invesco by 45.7% during the second quarter. Sequoia Financial Advisors LLC now owns 58,792 shares of the asset manager’s stock worth $1,552,000 after buying an additional 18,451 shares in the last quarter. MCF Advisors LLC lifted its stake in shares of Invesco by 15.9% in the second quarter. MCF Advisors LLC now owns 6,782 shares of the asset manager’s stock worth $179,000 after buying an additional 930 shares in the last quarter. Engineers Gate Manager LP lifted its stake in shares of Invesco by 47.0% in the second quarter. Engineers Gate Manager LP now owns 1,354,613 shares of the asset manager’s stock worth $35,748,000 after buying an additional 433,287 shares in the last quarter. NewEdge Advisors LLC boosted its position in Invesco by 229.7% during the second quarter. NewEdge Advisors LLC now owns 222,541 shares of the asset manager’s stock worth $5,873,000 after acquiring an additional 155,038 shares during the last quarter. Finally, IFP Advisors Inc boosted its position in Invesco by 52.8% during the second quarter. IFP Advisors Inc now owns 10,879 shares of the asset manager’s stock worth $287,000 after acquiring an additional 3,760 shares during the last quarter. Institutional investors and hedge funds own 66.09% of the company’s stock.

Analysts Set New Price Targets

A number of analysts have recently commented on IVZ shares. Barclays boosted their price objective on Invesco from $31.00 to $32.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 29th. JPMorgan Chase & Co. increased their price objective on shares of Invesco from $29.00 to $29.50 and gave the company a “neutral” rating in a report on Wednesday, July 29th. Morgan Stanley boosted their target price on shares of Invesco from $29.00 to $30.00 and gave the stock an “equal weight” rating in a research note on Friday, July 17th. Wall Street Zen upgraded shares of Invesco from a “hold” rating to a “buy” rating in a research report on Saturday. Finally, Weiss Ratings raised shares of Invesco from a “hold (c-)” rating to a “hold (c)” rating in a research note on Monday, June 29th. Four analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold” and a consensus target price of $31.46.

More Invesco News

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

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.