Stephanie Butcher Sells 45,095 Shares of Invesco (NYSE:IVZ) Stock

Invesco Ltd. (NYSE:IVZGet Free Report) Director Stephanie Butcher sold 45,095 shares of Invesco stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $32.28, for a total value of $1,455,666.60. Following the completion of the sale, the director owned 10,205 shares in the company, valued at approximately $329,417.40. This represents a 81.55% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is accessible through this link.

Invesco Trading Up 1.3%

Shares of IVZ opened at $32.34 on Friday. The firm’s 50-day moving average price is $31.02 and its 200-day moving average price is $27.69. The firm has a market capitalization of $14.33 billion, a price-to-earnings ratio of -47.55, a PEG ratio of 0.46 and a beta of 1.63. The company has a current ratio of 1.31, a quick ratio of 1.31 and a debt-to-equity ratio of 1.00. Invesco Ltd. has a 1-year low of $20.67 and a 1-year high of $33.66.

Invesco (NYSE:IVZGet Free Report) last announced its quarterly 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. Invesco had a negative net margin of 0.93% and a positive return on equity of 12.83%. The company had revenue of $1.33 billion for the quarter, compared to analysts’ expectations of $1.32 billion. During the same quarter in the previous year, the company earned $0.36 earnings per share. Invesco’s quarterly revenue was up 20.5% on a year-over-year basis. Sell-side analysts anticipate that Invesco Ltd. will post 2.82 EPS for the current year.

Invesco Dividend Announcement

The company also recently announced 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. The ex-dividend date was Friday, August 14th. This represents a $0.86 dividend on an annualized basis and a dividend yield of 2.7%. Invesco’s dividend payout ratio is -126.47%.

Institutional Trading of Invesco

A number of hedge funds have recently made changes to their positions in IVZ. California State Teachers Retirement System grew its stake in shares of Invesco by 23.4% in the first quarter. California State Teachers Retirement System now owns 417,476 shares of the asset manager’s stock worth $10,140,000 after acquiring an additional 79,273 shares during the last quarter. Teachers Retirement System of The State of Kentucky raised its position in shares of Invesco by 2,633.1% in 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 purchasing an additional 925,300 shares during the last quarter. Sonoma Allocations LLC purchased a new position in shares of Invesco in the 2nd quarter worth about $11,797,000. Principal Financial Group Inc. boosted its stake in Invesco by 5.5% in the 1st quarter. Principal Financial Group Inc. now owns 824,547 shares of the asset manager’s stock worth $20,028,000 after purchasing an additional 43,322 shares in the last quarter. Finally, Bank of New York Mellon Corp lifted its stake in shares of Invesco by 5.6% in the first quarter. Bank of New York Mellon Corp now owns 3,431,694 shares of the asset manager’s stock worth $83,356,000 after buying an additional 182,060 shares in the last quarter. 66.09% of the stock is owned by institutional investors.

Key Stories Impacting Invesco

Here are the key news stories impacting Invesco this week:

  • Positive Sentiment: Keefe, Bruyette & Woods initiated coverage of Invesco with an “outperform” rating and a $39 price target. The target suggests potential upside from recent trading levels and provides a bullish new analyst view. Keefe Bruyette and Woods coverage initiation
  • Positive Sentiment: Invesco announced its assets under management for August 31, 2026. Monthly AUM data is closely watched because higher assets can support management-fee revenue and profitability, although the release details provided do not specify the month’s change. Invesco August 2026 assets under management announcement
  • Neutral Sentiment: Invesco’s Limited Term California Municipal Fund published its second-quarter 2026 commentary. The update is relevant to fundholders but has limited direct impact on Invesco’s consolidated earnings. Invesco Limited Term California Municipal Fund commentary
  • Negative Sentiment: Several insiders sold shares recently. CFO Laura Dukes sold 31,075 shares for about $1.03 million; Director Stephanie Butcher sold 45,095 shares for about $1.46 million; and Director Andrew Tak Shing Lo sold 143,370 shares in two transactions totaling about $4.64 million. The sales reduced their positions and may signal caution, although Lo continues to hold a substantial stake. Invesco insider selling report

Wall Street Analysts Forecast Growth

IVZ has been the subject of a number of research analyst reports. Jefferies Financial Group upgraded Invesco to a “hold” rating in a research note on Tuesday, June 30th. Wall Street Zen raised Invesco from a “hold” rating to a “buy” rating in a research note on Saturday. Evercore set a $35.00 price objective on Invesco in a report on Monday, August 10th. Morgan Stanley raised their price objective on Invesco from $29.00 to $30.00 and gave the company an “equal weight” rating in a research report on Friday, July 17th. Finally, Keefe, Bruyette & Woods assumed coverage on shares of Invesco in a report on Wednesday. They set an “outperform” rating and a $39.00 target price on the stock. Four research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Hold” and a consensus price target of $31.46.

Check Out Our Latest Analysis 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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