Invesco Ltd. $IVZ Shares Sold by Maltese Capital Management LLC

Posted by George Bondi on Jun 16th, 2026

Maltese Capital Management LLC lessened its stake in shares of Invesco Ltd. (NYSE:IVZ – Free Report) by 69.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 95,335 shares of the asset manager’s stock after selling 219,665 shares during the quarter. Maltese Capital Management LLC’s holdings in Invesco were worth $2,504,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently modified their holdings of IVZ. Vanguard Personalized Indexing Management LLC lifted its stake in shares of Invesco by 3.9% in the 4th quarter. Vanguard Personalized Indexing Management LLC now owns 73,472 shares of the asset manager’s stock worth $1,930,000 after acquiring an additional 2,728 shares during the period. Mariner LLC raised its holdings in Invesco by 47.2% during the fourth quarter. Mariner LLC now owns 300,690 shares of the asset manager’s stock worth $7,905,000 after purchasing an additional 96,392 shares in the last quarter. Focus Partners Wealth lifted its position in Invesco by 146.2% in the fourth quarter. Focus Partners Wealth now owns 83,610 shares of the asset manager’s stock valued at $2,196,000 after purchasing an additional 49,648 shares during the period. Fieldview Capital Management LLC acquired a new stake in Invesco in the fourth quarter valued at about $442,000. Finally, Healthcare of Ontario Pension Plan Trust Fund boosted its holdings in Invesco by 520.8% in the 4th quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 109,595 shares of the asset manager’s stock valued at $2,879,000 after purchasing an additional 91,941 shares in the last quarter. 66.09% of the stock is owned by institutional investors and hedge funds.

Invesco Stock Performance

Shares of IVZ stock opened at $29.06 on Tuesday. The stock has a fifty day moving average price of $26.43 and a 200 day moving average price of $26.24. The company has a debt-to-equity ratio of 1.01, a quick ratio of 1.45 and a current ratio of 1.45. The stock has a market cap of $12.88 billion, a PE ratio of -19.77, a P/E/G ratio of 0.65 and a beta of 1.60. Invesco Ltd. has a 1 year low of $14.45 and a 1 year high of $29.82.

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

Invesco Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, June 2nd. Shareholders of record on Friday, May 15th were given a dividend of $0.215 per share. The ex-dividend date was Friday, May 15th. This is an increase from Invesco’s previous quarterly dividend of $0.21. This represents a $0.86 dividend on an annualized basis and a yield of 3.0%. Invesco’s dividend payout ratio (DPR) is presently -58.50%.

Analysts Set New Price Targets

Several analysts have recently commented on IVZ shares. Wall Street Zen cut Invesco from a “buy” rating to a “hold” rating in a report on Saturday, February 28th. Morgan Stanley cut their price objective on Invesco from $28.00 to $26.00 and set an “equal weight” rating for the company in a research report on Wednesday, April 1st. TD Cowen raised their target price on Invesco from $32.00 to $33.00 and gave the company a “buy” rating in a report on Monday, June 8th. Barclays boosted their target price 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. Finally, BMO Capital Markets cut their price target on shares of Invesco from $32.00 to $28.00 and set an “outperform” rating for the company in a report on Friday, April 10th. Four analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. Based on data from MarketBeat, Invesco currently has a consensus rating of “Hold” and a consensus target price of $27.64.

Check Out Our Latest Research Report 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.

Invesco Ltd. $IVZ Shares Sold by Maltese Capital Management LLC

Invesco Stock Performance

Invesco Increases Dividend

Analysts Set New Price Targets

About Invesco

See Also

You might be interested in: