Invesco (NYSE:IVZ) Upgraded at Wall Street Zen

Posted by Brian Himes on Sep 15th, 2026

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

Several other analysts have also weighed in on the company. Zacks Research lowered Invesco from a “strong-buy” rating to a “hold” rating in a report on Monday, September 7th. Morgan Stanley boosted their price target on shares of Invesco from $29.00 to $30.00 and gave the stock an “equal weight” rating in a research report on Friday, July 17th. Royal Bank Of Canada downgraded shares of Invesco from an “outperform” rating to a “hold” rating and set a $39.00 price target for the company. in a report on Thursday, August 13th. Evercore set a $35.00 price objective on shares of Invesco in a research report on Monday, August 10th. Finally, Jefferies Financial Group raised shares of Invesco to a “hold” rating in a research note on Tuesday, June 30th. 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 currently has a consensus rating of “Hold” and an average price target of $31.46.

View Our Latest Stock Analysis on IVZ

Invesco Trading Down 2.4%

Invesco stock opened at $31.50 on Friday. Invesco has a 12-month low of $20.67 and a 12-month high of $33.66. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.31 and a quick ratio of 1.31. The stock has a market capitalization of $13.97 billion, a PE ratio of -46.33, a price-to-earnings-growth ratio of 0.47 and a beta of 1.63. The firm has a 50 day simple moving average of $31.09 and a 200-day simple moving average of $27.75.

Invesco (NYSE:IVZ – Get Free Report) last released its 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 firm had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.32 billion. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%.The firm’s revenue for the quarter was up 20.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.36 earnings per share. As a group, equities research analysts expect that Invesco will post 2.82 EPS for the current fiscal year.

Invesco Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Investors of record on Friday, August 14th were paid a $0.215 dividend. The ex-dividend date of this dividend was Friday, August 14th. This represents a $0.86 dividend on an annualized basis and a yield of 2.7%. Invesco’s dividend payout ratio (DPR) is currently -126.47%.

Insider Buying and Selling

In other news, Director Andrew Tak Shing Lo sold 100,840 shares of the business’s stock in a transaction that occurred on Wednesday, September 9th. The shares were sold at an average price of $32.20, for a total transaction of $3,247,048.00. Following the sale, the director owned 812,477 shares in the company, valued at $26,161,759.40. The trade was a 11.04% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CFO Laura Dukes sold 31,075 shares of the business’s stock in a transaction that occurred on Friday, September 4th. The shares were sold at an average price of $33.16, for a total transaction of $1,030,447.00. Following the sale, the chief financial officer owned 259,183 shares in the company, valued at $8,594,508.28. This represents a 10.71% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 222,540 shares of company stock worth $7,227,167 in the last quarter. 1.40% of the stock is currently owned by corporate insiders.

Institutional Trading of Invesco

Hedge funds have recently modified their holdings of the business. Dimensional Fund Advisors LP increased its stake in Invesco by 2.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 21,361,119 shares of the asset manager’s stock valued at $518,836,000 after buying an additional 596,434 shares during the period. California State Teachers Retirement System boosted its stake in shares of Invesco by 2,495.9% during the 2nd quarter. California State Teachers Retirement System now owns 10,837,212 shares of the asset manager’s stock valued at $285,994,000 after buying an additional 10,419,736 shares during the period. Goldman Sachs Group Inc. grew its holdings in shares of Invesco by 3.3% during the 4th quarter. Goldman Sachs Group Inc. now owns 6,423,764 shares of the asset manager’s stock valued at $168,752,000 after acquiring an additional 204,316 shares in the last quarter. Fisher Asset Management LLC grew its holdings in shares of Invesco by 6.0% during the 4th quarter. Fisher Asset Management LLC now owns 5,508,744 shares of the asset manager’s stock valued at $144,715,000 after acquiring an additional 310,903 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of Invesco in the fourth quarter worth $102,523,000. 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 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.