Invesco (NYSE:IVZ) Upgraded at Wall Street Zen

Posted by Stanley Muller on Oct 13th, 2026

Wall Street Zen upgraded shares of Invesco (NYSE:IVZ – Free Report) from a hold rating to a buy rating in a research report report published on Saturday morning,Wall Street Zen reports.

Several other equities research analysts have also issued reports on the stock. TD Cowen lifted their price target on shares of Invesco from $37.00 to $39.00 and gave the company a “buy” rating in a report on Thursday, August 13th. Jefferies Financial Group raised shares of Invesco to a “hold” rating in a research note on Tuesday, June 30th. UBS Group began coverage on shares of Invesco in a research note on Tuesday, October 6th. They issued a “buy” rating and a $41.00 price objective for the company. JPMorgan Chase & Co. raised their target price on shares of Invesco from $29.00 to $29.50 and gave the company a “neutral” rating in a research report on Wednesday, July 29th. Finally, Weiss Ratings reaffirmed a “hold (c)” rating on shares of Invesco in a research note on Friday, September 25th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat.com, Invesco presently has a consensus rating of “Moderate Buy” and an average price target of $32.88.

Read Our Latest Stock Report on Invesco

Invesco Price Performance

Shares of IVZ stock opened at $29.26 on Friday. 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 has a twelve month low of $20.67 and a twelve month high of $33.66. The company has a market cap of $12.97 billion, a P/E ratio of -43.03, a P/E/G ratio of 0.43 and a beta of 1.65. The business has a fifty day simple moving average of $31.52 and a 200 day simple moving average of $28.60.

Invesco (NYSE:IVZ – Get Free Report) last posted its earnings results on Tuesday, July 28th. The asset manager reported $0.71 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 firm had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.32 billion. During the same quarter in the prior year, the business earned $0.36 earnings per share. The business’s revenue for the quarter was up 20.5% compared to the same quarter last year. On average, sell-side analysts forecast that Invesco will post 2.83 EPS for the current fiscal year.

Invesco Announces Dividend

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

Insiders Place Their Bets

In other news, CFO Laura Dukes sold 31,075 shares of the business’s stock in a transaction dated Friday, September 4th. The stock was 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 of the company’s stock, valued at $8,594,508.28. The trade was a 10.71% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Phoebe A. Wood sold 3,000 shares of the company’s stock in a transaction dated 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 in the company, valued at approximately $3,474,680.84. The trade was a 2.72% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders sold 222,540 shares of company stock valued at $7,227,167. Insiders own 1.40% of the company’s stock.

Institutional Investors Weigh In On Invesco

A number of hedge funds have recently added to or reduced their stakes in the business. Delta Global Management LP bought a new position in Invesco during the fourth quarter valued at about $35,112,000. Engineers Gate Manager LP increased its holdings in Invesco by 1,687.0% during the fourth quarter. Engineers Gate Manager LP now owns 1,061,641 shares of the asset manager’s stock worth $27,889,000 after buying an additional 1,002,231 shares during the last quarter. Teachers Retirement System of The State of Kentucky increased its holdings in Invesco by 2,633.1% during the first quarter. Teachers Retirement System of The State of Kentucky now owns 960,441 shares of the asset manager’s stock worth $23,330,000 after buying an additional 925,300 shares during the last quarter. Moore Capital Management LP bought a new stake in Invesco in the fourth quarter worth about $17,603,000. Finally, 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 worth $518,836,000 after acquiring an additional 596,434 shares during the period. 66.09% of the stock is currently owned by institutional investors.

Invesco Company Profile

(Get Free Report)

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.