Invesco Ltd. $IVZ Shares Purchased by Fisher Asset Management LLC

Posted by Francis Steltz on May 26th, 2026

Fisher Asset Management LLC increased its holdings in shares of Invesco Ltd. (NYSE:IVZ – Free Report) by 6.0% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,508,744 shares of the asset manager’s stock after acquiring an additional 310,903 shares during the quarter. Fisher Asset Management LLC owned approximately 1.24% of Invesco worth $144,715,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently bought and sold shares of the business. Vanguard Group Inc. raised its stake in Invesco by 1.8% during the fourth quarter. Vanguard Group Inc. now owns 52,965,761 shares of the asset manager’s stock worth $1,391,411,000 after acquiring an additional 947,693 shares during the period. State Street Corp raised its stake in Invesco by 1.5% during the second quarter. State Street Corp now owns 22,260,704 shares of the asset manager’s stock worth $351,051,000 after acquiring an additional 332,340 shares during the period. Dimensional Fund Advisors LP raised its stake in Invesco by 1.5% during the third quarter. Dimensional Fund Advisors LP now owns 21,330,647 shares of the asset manager’s stock worth $489,325,000 after acquiring an additional 319,104 shares during the period. AQR Capital Management LLC raised its stake in Invesco by 5.3% during the second quarter. AQR Capital Management LLC now owns 11,612,559 shares of the asset manager’s stock worth $182,491,000 after acquiring an additional 584,035 shares during the period. Finally, Alliancebernstein L.P. raised its stake in Invesco by 13.4% during the second quarter. Alliancebernstein L.P. now owns 7,924,717 shares of the asset manager’s stock worth $124,973,000 after acquiring an additional 939,365 shares during the period. Institutional investors and hedge funds own 66.09% of the company’s stock.

Invesco Price Performance

NYSE IVZ opened at $27.04 on Tuesday. Invesco Ltd. has a 52 week low of $14.10 and a 52 week high of $29.61. The company has a current ratio of 1.45, a quick ratio of 1.45 and a debt-to-equity ratio of 1.01. The stock has a market cap of $11.98 billion, a price-to-earnings ratio of -18.39, a price-to-earnings-growth ratio of 0.63 and a beta of 1.60. The company has a 50-day moving average price of $25.16 and a two-hundred day moving average price of $25.77.

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

Invesco Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 2nd. Shareholders of record on Friday, May 15th will be given a $0.215 dividend. This is a positive change from Invesco’s previous quarterly dividend of $0.21. The ex-dividend date is Friday, May 15th. This represents a $0.86 annualized dividend and a yield of 3.2%. Invesco’s payout ratio is currently -58.50%.

Analysts Set New Price Targets

Several research firms recently weighed in on IVZ. Argus reiterated a “hold” rating on shares of Invesco in a research note on Wednesday, April 29th. TD Cowen increased their price objective on shares of Invesco from $27.00 to $32.00 and gave the stock a “buy” rating in a research note on Wednesday, April 29th. Morgan Stanley dropped their price objective on shares of Invesco from $28.00 to $26.00 and set an “equal weight” rating on the stock in a research note on Wednesday, April 1st. JPMorgan Chase & Co. dropped their price objective on shares of Invesco from $30.00 to $25.00 and set a “neutral” rating on the stock in a research note on Friday, April 24th. Finally, Evercore set a $27.00 target price on shares of Invesco in a research report on Friday, April 10th. Four analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus price target of $27.29.

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Invesco Company Profile

(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.