Sound Income Strategies LLC Purchases 22,321 Shares of Invesco Ltd. $IVZ

Sound Income Strategies LLC acquired a new stake in shares of Invesco Ltd. (NYSE:IVZ) during the 3rd quarter, HoldingsChannel.com reports. The firm acquired 22,321 shares of the asset manager’s stock, valued at approximately $672,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of IVZ. Dimensional Fund Advisors LP raised its position in Invesco by 2.9% in the first quarter. Dimensional Fund Advisors LP now owns 21,361,119 shares of the asset manager’s stock valued at $518,836,000 after purchasing an additional 596,434 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in shares of Invesco by 5.6% during the first quarter. Bank of New York Mellon Corp now owns 3,431,694 shares of the asset manager’s stock worth $83,356,000 after purchasing an additional 182,060 shares during the last quarter. Macquarie Group Ltd. grew its holdings in shares of Invesco by 0.9% during the fourth quarter. Macquarie Group Ltd. now owns 2,979,258 shares of the asset manager’s stock worth $78,265,000 after purchasing an additional 27,065 shares during the last quarter. Bank of America Corp DE grew its holdings in shares of Invesco by 28.9% during the first quarter. Bank of America Corp DE now owns 2,654,290 shares of the asset manager’s stock worth $64,473,000 after purchasing an additional 595,797 shares during the last quarter. Finally, Quantinno Capital Management LP increased its stake in shares of Invesco by 24.1% in the first quarter. Quantinno Capital Management LP now owns 1,574,728 shares of the asset manager’s stock valued at $38,250,000 after buying an additional 306,213 shares during the period. Institutional investors own 66.09% of the company’s stock.

Insider Transactions at Invesco

In other Invesco news, Director Stephanie Butcher sold 45,095 shares of the firm’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $32.28, for a total value of $1,455,666.60. Following the completion of the sale, the director owned 10,205 shares of the company’s stock, valued at approximately $329,417.40. This trade represents a 81.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Phoebe Wood sold 3,000 shares of the business’s stock in a transaction that occurred on Friday, September 11th. The shares were sold at an average price of $32.44, for a total value of $97,320.00. Following the sale, the director owned 107,111 shares of the company’s stock, valued at approximately $3,474,680.84. This represents a 2.72% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 222,540 shares of company stock worth $7,227,167. 1.40% of the stock is currently owned by insiders.

Analyst Ratings Changes

Several equities research analysts recently commented on the stock. Evercore set a $34.00 target price on shares of Invesco in a research report on Friday. Royal Bank Of Canada raised their price target on shares of Invesco from $35.00 to $36.00 and gave the company an “outperform” rating in a research note on Friday. Wall Street Zen raised shares of Invesco from a “hold” rating to a “buy” rating in a research note on Saturday. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Invesco in a research report on Friday, September 25th. Finally, Morgan Stanley upped their price target on Invesco from $30.00 to $31.00 and gave the company an “equal weight” rating in a research report on Friday, September 25th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $32.96.

More Invesco News

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Analyst sentiment improved: UBS upgraded Invesco to “strong-buy,” while RBC raised its price target from $35 to $36 and maintained an “outperform” rating. The new target implies meaningful upside from recent trading levels. Invesco analyst upgrade and price target report
• Positive Sentiment: Long-term growth thesis remains intact: A Seeking Alpha analysis argues that Invesco is a growing asset manager whose valuation reflects overly pessimistic expectations. Its dividend profile may also appeal to income-focused investors, although the Zacks article does not announce a new dividend increase. Invesco growth and valuation analysis
• Neutral Sentiment: Technical signal is mixed: Invesco shares crossed above their 200-day moving average, often viewed as a constructive trend signal, but the accompanying analysis questions whether the move is an opportunity to sell. Invesco 200-day moving average analysis
• Negative Sentiment: September AUM declined: Preliminary assets under management fell 0.9% month over month to $2.5378 trillion as of September 30. Market losses, foreign-exchange headwinds and net outflows weighed on the key revenue driver, potentially explaining some pressure on the stock despite favorable analyst calls. Invesco September 2026 assets under management announcement

Invesco Stock Performance

NYSE:IVZ opened at $29.50 on Friday. The company has a fifty day moving average of $31.56 and a 200-day moving average of $28.53. Invesco Ltd. has a twelve month low of $20.67 and a twelve month high of $33.66. The firm has a market capitalization of $13.08 billion, a P/E ratio of -43.38, a P/E/G ratio of 0.44 and a beta of 1.65. The company has a quick ratio of 1.31, a current ratio of 1.31 and a debt-to-equity ratio of 1.00.

Invesco (NYSE:IVZ) last released its quarterly earnings data 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. Invesco had a negative net margin of 0.93% and a positive return on equity of 12.83%. The company had revenue of $1.33 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same quarter in the prior year, the firm earned $0.36 EPS. The business’s revenue was up 20.5% on a year-over-year basis. As a group, sell-side analysts anticipate that Invesco Ltd. will post 2.83 EPS for the current year.

Invesco Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were issued a $0.2150 dividend. The ex-dividend date was Friday, August 14th. This represents a $0.86 annualized dividend and a yield of 2.9%. Invesco’s dividend payout ratio is presently -126.47%.

About Invesco

Invesco Ltd. (NYSE: IVZ) is a global independent investment management firm that provides investment products and services to individuals, financial advisers, institutions and other clients. The company manages assets across public and private markets and serves clients through a range of investment strategies.

Its offerings include exchange-traded funds, mutual funds, separately managed accounts, institutional mandates and alternative investments. Invesco provides exposure to equities, fixed income, commodities, multi-asset strategies and other asset classes, with both actively managed and index-based investment solutions.

Headquartered in Atlanta, Georgia, Invesco serves clients across North America, Europe, Asia-Pacific and other international markets through offices and investment teams around the world.