Invesco (NYSE:IVZ) Cut to Hold at Wall Street Zen

Posted by Geri Gentry on Oct 21st, 2026

Wall Street Zen downgraded shares of Invesco (NYSE:IVZ – Free Report) from a buy rating to a hold rating in a report released on Sunday,Wall Street Zen reports.

A number of other research firms also recently commented on IVZ. Evercore set a $34.00 price objective on shares of Invesco in a report on Friday, October 9th. Barclays upped their target price on shares of Invesco from $31.00 to $32.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 29th. Morgan Stanley increased their target price on shares of Invesco from $30.00 to $31.00 and gave the company an “equal weight” rating in a report on Friday, September 25th. UBS Group set a $36.00 price target on shares of Invesco in a research report on Tuesday, October 13th. Finally, BMO Capital Markets lifted their price target on shares of Invesco from $34.00 to $36.00 and gave the company an “outperform” rating in a research report on Tuesday, October 13th. One analyst has rated the stock with a Strong Buy rating, five have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat.com, Invesco currently has an average rating of “Moderate Buy” and an average price target of $33.12.

Read Our Latest Analysis on Invesco

Invesco Price Performance

Invesco stock opened at $28.78 on Friday. The company has a market cap of $12.76 billion, a P/E ratio of -42.32, a price-to-earnings-growth ratio of 0.45 and a beta of 1.65. Invesco has a one year low of $20.67 and a one year high of $33.66. The business has a fifty day moving average of $31.13 and a two-hundred day moving average of $28.80. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.31 and a current ratio of 1.31.

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

Invesco Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Stockholders of record on Friday, August 14th were paid a dividend of $0.2150 per share. This represents a $0.86 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend was Friday, August 14th. Invesco’s payout ratio is -126.47%.

Insider Buying and Selling at Invesco

In other Invesco news, Director Stephanie Butcher sold 45,095 shares of the firm’s stock in a transaction dated Wednesday, September 9th. The shares were sold at an average price of $32.28, for a total transaction of $1,455,666.60. Following the completion of the transaction, the director directly owned 10,205 shares in the company, valued at approximately $329,417.40. This trade represents a 81.55% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Phoebe A. Wood sold 3,000 shares of the firm’s stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $32.44, for a total transaction of $97,320.00. Following the transaction, the director owned 107,111 shares of the company’s stock, valued at $3,474,680.84. This trade represents a 2.72% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold 222,540 shares of company stock valued at $7,227,167 over the last 90 days. 1.40% of the stock is currently owned by corporate insiders.

Institutional Trading of Invesco

Several institutional investors and hedge funds have recently modified their holdings of the business. Teachers Retirement System of The State of Kentucky increased its holdings in shares of Invesco by 2,633.1% during the 1st 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. Dimensional Fund Advisors LP raised its position in shares of Invesco by 2.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 21,361,119 shares of the asset manager’s stock worth $518,836,000 after buying an additional 596,434 shares during the period. Bank of America Corp DE raised its position in shares of Invesco by 28.9% in the 1st quarter. Bank of America Corp DE now owns 2,654,290 shares of the asset manager’s stock worth $64,473,000 after buying an additional 595,797 shares during the period. Sonoma Allocations LLC acquired a new position in Invesco in the second quarter valued at $11,797,000. Finally, Engineers Gate Manager LP boosted its holdings in Invesco by 47.0% in the second quarter. Engineers Gate Manager LP now owns 1,354,613 shares of the asset manager’s stock valued at $35,748,000 after acquiring an additional 433,287 shares during the last quarter. Hedge funds and other institutional investors own 66.09% of the company’s stock.

About Invesco

(Get Free Report)

Invesco Ltd. (NYSE: IVZ) is a global investment management company that provides investment products and services to individual investors, financial professionals, institutions and governments. The company manages assets across a range of strategies, including equities, fixed income, multi-asset portfolios, alternatives, money market funds and cash management.

Invesco offers mutual funds, exchange-traded funds, separately managed accounts, model portfolios and institutional investment solutions.