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

Posted by Francis Steltz on Sep 10th, 2026

Invesco Ltd. (NYSE:IVZ – Get Free Report) 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 transaction of $1,396,685.20. Following the completion of the sale, the director owned 913,317 shares of the company’s stock, valued at $29,993,330.28. The trade was a 4.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is accessible 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 shares were sold at an average price of $32.20, for a total value of $3,247,048.00.

Invesco Stock Down 0.2%

IVZ stock traded down $0.07 during midday trading on Thursday, reaching $32.02. 1,543,021 shares of the company’s stock traded hands, compared to its average volume of 5,341,796. The company has a quick ratio of 1.31, a current ratio of 1.31 and a debt-to-equity ratio of 1.00. The firm’s fifty day moving average price is $30.81 and its 200-day moving average price is $27.62. Invesco Ltd. has a 52 week low of $20.67 and a 52 week high of $33.66. The company has a market cap of $14.19 billion, a price-to-earnings ratio of -47.11, a P/E/G ratio of 0.47 and a beta of 1.63.

Invesco (NYSE:IVZ – Get Free Report) last announced its earnings results on Tuesday, July 28th. The asset manager reported $0.71 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $0.04. The company had revenue of $1.33 billion for the quarter, compared to analysts’ expectations of $1.32 billion. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%.Invesco’s quarterly revenue was up 20.5% on a year-over-year basis. During the same quarter in the previous year, the firm earned $0.36 earnings per share. As a group, sell-side analysts forecast that Invesco Ltd. will post 2.82 earnings per share for the current fiscal year.

Invesco Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were issued a dividend of $0.215 per share. This represents a $0.86 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend was Friday, August 14th. Invesco’s dividend payout ratio is -126.47%.

Institutional Trading of Invesco

Institutional investors and hedge funds have recently made changes to their positions in the stock. SJS Investment Consulting Inc. increased its position 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 during the last quarter. Larson Financial Group LLC lifted its position in Invesco by 61.5% in the 3rd 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 during the last quarter. Continuum Advisory LLC bought a new stake in Invesco in the 2nd quarter worth approximately $39,000. Root Financial Partners LLC boosted its stake in Invesco by 28.2% in the fourth quarter. Root Financial Partners LLC now owns 1,702 shares of the asset manager’s stock worth $45,000 after buying an additional 374 shares in the last quarter. Finally, Blue Trust Inc. boosted its stake in Invesco by 171.0% in the first quarter. Blue Trust Inc. now owns 1,859 shares of the asset manager’s stock worth $45,000 after buying an additional 1,173 shares in the last quarter. Hedge funds and other institutional investors own 66.09% of the company’s stock.

Invesco News Summary

Here are the key news stories impacting Invesco this week:

Positive Sentiment: Keefe, Bruyette & Woods initiated coverage with a “moderate buy”/“outperform” rating and a $39 price target, implying meaningful upside from recent trading levels. Keefe, Bruyette & Woods coverage and AUM expansion analysis
Positive Sentiment: Evercore ISI raised its price target to $37 from $35 while maintaining an “in line” rating, signaling improved valuation expectations even without a bullish recommendation. Evercore ISI price-target update
Positive Sentiment: Analysts highlighted Invesco’s diversified investment platform, resilient inflows and global reach as potential drivers of continued assets-under-management and revenue growth. Recent institutional ownership data also showed several large investors increasing their positions. Invesco AUM expansion strategy
Neutral Sentiment: Commentary on the Invesco Limited Term California Municipal Fund provides product-level market and portfolio insight but does not appear to introduce a material new catalyst for Invesco’s parent company. Invesco Limited Term California Municipal Fund Q2 2026 Commentary
Negative Sentiment: CFO Laura Dukes sold 31,075 shares for approximately $1.03 million, reducing her holdings by 10.71%. She still owns about 259,183 shares, so the transaction may reflect personal liquidity or diversification rather than a clear change in business outlook. Laura Dukes Invesco insider sale
Negative Sentiment: Zacks Research downgraded IVZ from “strong buy” to “hold.” The broader analyst consensus remains “hold,” which could limit near-term upside despite the higher individual price targets.

Analyst Upgrades and Downgrades

Several research firms have recently issued reports on IVZ. Morgan Stanley boosted their price target on shares of Invesco from $29.00 to $30.00 and gave the company an “equal weight” rating in a research report on Friday, July 17th. Zacks Research lowered shares of Invesco from a “strong-buy” rating to a “hold” rating in a research note on Monday. Weiss Ratings raised shares of Invesco from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, June 29th. Wall Street Zen downgraded Invesco from a “buy” rating to a “hold” rating in a research report on Sunday, August 9th. Finally, Royal Bank Of Canada lowered Invesco from an “outperform” rating to a “hold” rating and set a $39.00 price target for the company. in a report on Thursday, August 13th. Four research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Invesco has a consensus rating of “Hold” and a consensus target price of $31.46.

Read Our Latest Report on IVZ

Invesco Company Profile

(Get Free Report)

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.

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