Invesco Ltd. $IVZ Shares Acquired by Kingsview Wealth Management LLC

Posted by George Bondi on May 30th, 2026

Kingsview Wealth Management LLC increased its position in Invesco Ltd. (NYSE:IVZ – Free Report) by 299.8% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 147,946 shares of the asset manager’s stock after buying an additional 110,939 shares during the period. Kingsview Wealth Management LLC’s holdings in Invesco were worth $3,887,000 as of its most recent SEC filing.

A number of other institutional investors have also modified their holdings of IVZ. Citigroup Inc. increased its position in Invesco by 53.3% during the third quarter. Citigroup Inc. now owns 732,436 shares of the asset manager’s stock worth $16,802,000 after purchasing an additional 254,501 shares during the last quarter. Convergence Investment Partners LLC acquired a new position in Invesco during the third quarter worth approximately $3,021,000. Jackson Creek Investment Advisors LLC acquired a new position in Invesco during the third quarter worth approximately $1,130,000. Thrivent Financial for Lutherans increased its position in Invesco by 83.5% during the third quarter. Thrivent Financial for Lutherans now owns 631,046 shares of the asset manager’s stock worth $14,476,000 after purchasing an additional 287,219 shares during the last quarter. Finally, Foundations Investment Advisors LLC acquired a new position in Invesco during the third quarter worth approximately $502,000. Institutional investors and hedge funds own 66.09% of the company’s stock.

Invesco Trading Up 1.5%

NYSE IVZ opened at $28.47 on Friday. Invesco Ltd. has a 12 month low of $14.15 and a 12 month high of $29.61. The company’s fifty day moving average price is $25.53 and its two-hundred day moving average price is $25.88. The company has a debt-to-equity ratio of 1.01, a current ratio of 1.45 and a quick ratio of 1.45. The company has a market capitalization of $12.62 billion, a price-to-earnings ratio of -19.37, a price-to-earnings-growth ratio of 0.63 and a beta of 1.60.

Invesco (NYSE:IVZ – Get Free Report) last announced its quarterly earnings data on Tuesday, April 28th. The asset manager reported $0.57 earnings per share for the quarter, missing analysts’ consensus estimates of $0.58 by ($0.01). Invesco had a negative net margin of 6.11% and a positive return on equity of 11.34%. The business had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.27 billion. During the same period in the prior year, the company earned $0.44 EPS. Invesco’s quarterly revenue was up 14.0% on a year-over-year basis. As a group, research analysts predict that Invesco Ltd. will post 2.58 earnings per share for the current fiscal year.

Invesco Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, June 2nd. Investors of record on Friday, May 15th will be given a dividend of $0.215 per share. The ex-dividend date of this dividend is Friday, May 15th. This represents a $0.86 dividend on an annualized basis and a dividend yield of 3.0%. This is a boost from Invesco’s previous quarterly dividend of $0.21. Invesco’s payout ratio is currently -58.50%.

Wall Street Analyst Weigh In

Several equities research analysts have recently issued reports on the stock. BMO Capital Markets dropped their price objective on shares of Invesco from $32.00 to $28.00 and set an “outperform” rating for the company in a research report on Friday, April 10th. Barclays increased their price objective on shares of Invesco from $24.00 to $26.00 and gave the stock an “equal weight” rating in a research report on Wednesday, April 29th. Royal Bank Of Canada reissued an “outperform” rating and issued a $31.00 price objective on shares of Invesco in a research report on Tuesday, April 21st. Morgan Stanley dropped their price objective on shares of Invesco from $28.00 to $26.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 1st. Finally, Zacks Research lowered shares of Invesco from a “strong-buy” rating to a “hold” rating in a research report on Thursday, February 26th. Four analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, Invesco currently has an average rating of “Hold” and a consensus target price of $27.29.

Get Our Latest Analysis on Invesco

About Invesco

(Free Report)

Invesco Ltd. is an independent global investment management firm headquartered in Atlanta, Georgia, and publicly traded on the New York Stock Exchange (NYSE: IVZ). With origins dating back to 1935, the company is dedicated to offering a wide array of investment strategies and solutions to both individual and institutional clients worldwide.

The firm’s product suite encompasses actively managed equity and fixed income funds, passive index funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts, alongside specialized offerings such as private markets, real estate, and structured products.