BTG Pactual Asset Management US LLC Sells 16,317 Shares of Invesco Ltd. $IVZ

Posted by Brenda Bartman on Sep 2nd, 2026

BTG Pactual Asset Management US LLC lowered its position in shares of Invesco Ltd. (NYSE:IVZ – Free Report) by 53.5% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,164 shares of the asset manager’s stock after selling 16,317 shares during the quarter. BTG Pactual Asset Management US LLC’s holdings in Invesco were worth $374,000 at the end of the most recent reporting period.

Other large investors have also made changes to their positions in the company. SJS Investment Consulting Inc. increased its position in Invesco by 80.1% in the first quarter. SJS Investment Consulting Inc. now owns 1,207 shares of the asset manager’s stock worth $29,000 after purchasing an additional 537 shares during the period. Larson Financial Group LLC boosted its stake in shares of Invesco by 61.5% in the 3rd quarter. Larson Financial Group LLC now owns 1,466 shares of the asset manager’s stock valued at $34,000 after purchasing an additional 558 shares during the last quarter. Root Financial Partners LLC grew its position in shares of Invesco by 28.2% during the 4th 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 during the period. Blue Trust Inc. raised its stake in shares of Invesco by 171.0% during 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 during the last quarter. Finally, CENTRAL TRUST Co lifted its holdings in Invesco by 389.6% in the first quarter. CENTRAL TRUST Co now owns 1,875 shares of the asset manager’s stock valued at $46,000 after buying an additional 1,492 shares during the period. Institutional investors and hedge funds own 66.09% of the company’s stock.

Invesco Price Performance

IVZ opened at $31.97 on Wednesday. The stock has a market cap of $14.17 billion, a P/E ratio of -47.01, a P/E/G ratio of 0.48 and a beta of 1.63. Invesco Ltd. has a 12 month low of $20.67 and a 12 month high of $33.66. 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 company has a fifty day simple moving average of $30.06 and a 200 day simple moving average of $27.37.

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

Invesco Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, September 2nd. Investors of record on Friday, August 14th will be paid a dividend of $0.215 per share. This represents a $0.86 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Friday, August 14th. Invesco’s dividend payout ratio is presently -126.47%.

Analysts Set New Price Targets

A number of equities research analysts recently commented on IVZ shares. Zacks Research raised Invesco from a “hold” rating to a “strong-buy” rating in a research note on Thursday, July 30th. Royal Bank Of Canada lowered Invesco from an “outperform” rating to a “hold” rating and set a $39.00 target price on the stock. in a research note on Thursday, August 13th. Morgan Stanley raised their target price on Invesco from $29.00 to $30.00 and gave the stock an “equal weight” rating in a report on Friday, July 17th. Barclays boosted their target price on Invesco from $31.00 to $32.00 and gave the stock an “equal weight” rating in a research report on Wednesday, July 29th. Finally, TD Cowen upped their price target on Invesco from $37.00 to $39.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. One investment analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and eleven have assigned a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and an average target price of $30.88.

Read Our Latest Analysis on IVZ

Invesco 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.