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

Posted by Geri Gentry on Sep 29th, 2026

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

Other equities analysts have also issued reports about the company. Jefferies Financial Group raised Invesco to a “hold” rating in a research note on Tuesday, June 30th. Zacks Research lowered shares of Invesco from a “strong-buy” rating to a “hold” rating in a research note on Monday, September 7th. TD Cowen lifted their price objective on shares of Invesco from $37.00 to $39.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Royal Bank Of Canada downgraded shares of Invesco from an “outperform” rating to a “hold” rating and set a $39.00 target price on the stock. in a research report on Thursday, August 13th. Finally, Barclays increased their target price on shares of Invesco from $31.00 to $32.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 29th. Four analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $32.04.

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Invesco Stock Down 1.7%

Shares of NYSE:IVZ opened at $30.41 on Friday. The company has a market capitalization of $13.48 billion, a price-to-earnings ratio of -44.72, a P/E/G ratio of 0.45 and a beta of 1.63. 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 business’s 50-day moving average is $31.44 and its 200-day moving average is $28.12. Invesco has a 1 year low of $20.67 and a 1 year high of $33.66.

Invesco (NYSE:IVZ – Get Free Report) last announced its earnings results on Tuesday, July 28th. The asset manager reported $0.71 EPS for the quarter, beating 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 company had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same quarter in the prior year, the company earned $0.36 EPS. The firm’s revenue for the quarter was up 20.5% compared to the same quarter last year. Equities research analysts predict that Invesco will post 2.82 earnings per share for the current year.

Invesco Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, September 2nd. Stockholders of record on Friday, August 14th were issued a dividend of $0.2150 per share. The ex-dividend date was Friday, August 14th. This represents a $0.86 annualized dividend and a dividend yield of 2.8%. Invesco’s payout ratio is currently -126.47%.

Insider Transactions at Invesco

In other news, Director Stephanie Butcher sold 45,095 shares of the company’s stock in a transaction that occurred on Wednesday, September 9th. The stock was sold at an average price of $32.28, for a total transaction of $1,455,666.60. Following the transaction, the director directly owned 10,205 shares of the company’s stock, valued at $329,417.40. This represents a 81.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Phoebe Wood sold 3,000 shares of the stock in a transaction on Friday, September 11th. The stock was sold at an average price of $32.44, for a total value of $97,320.00. Following the completion of the transaction, the director owned 107,111 shares in the company, valued at approximately $3,474,680.84. This represents a 2.72% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold 222,540 shares of company stock valued at $7,227,167 over the last ninety days. Company insiders own 1.40% of the company’s stock.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in IVZ. Root Financial Partners LLC grew its position in Invesco by 28.2% during the fourth quarter. Root Financial Partners LLC now owns 1,702 shares of the asset manager’s stock valued at $45,000 after buying an additional 374 shares during the period. ANB Bank increased its holdings in Invesco by 3.1% during the first quarter. ANB Bank now owns 12,324 shares of the asset manager’s stock worth $299,000 after buying an additional 375 shares during the last quarter. EWA LLC raised its position in Invesco by 3.8% in the first quarter. EWA LLC now owns 12,490 shares of the asset manager’s stock worth $303,000 after acquiring an additional 452 shares during the period. Kera Capital Partners Inc. raised its position in Invesco by 2.1% in the first quarter. Kera Capital Partners Inc. now owns 23,992 shares of the asset manager’s stock worth $583,000 after acquiring an additional 484 shares during the period. Finally, New Mexico Educational Retirement Board boosted its stake in Invesco by 2.5% in the fourth quarter. New Mexico Educational Retirement Board now owns 20,714 shares of the asset manager’s stock valued at $544,000 after acquiring an additional 500 shares during the last quarter. 66.09% of the stock is owned by institutional investors.

About Invesco

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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.