Invesco (NYSE:IVZ) Rating Increased to Buy at Wall Street Zen

Key Points

• Wall Street Zen upgraded Invesco from “hold” to “buy,” while the broader analyst consensus remains “Hold,” with four Buy ratings and twelve Hold ratings and an average price target of $31.46.
• Invesco reported quarterly EPS of $0.71, beating the $0.67 consensus estimate, while revenue rose 20.5% year over year to $1.33 billion.
• Insiders sold 219,540 shares worth approximately $7.13 million over the past 90 days, including substantial sales by the CFO and a director.

Invesco (NYSE:IVZ - Get Free Report) was upgraded by equities research analysts at Wall Street Zen from a "hold" rating to a "buy" rating in a report issued on Saturday, Wall Street Zen reports.

A number of other equities research analysts also recently commented on IVZ. Zacks Research downgraded Invesco from a "strong-buy" rating to a "hold" rating in a research report on Monday, September 7th. Keefe, Bruyette & Woods began coverage on Invesco in a report on Wednesday. They set an "outperform" rating and a $39.00 price target for the company. JPMorgan Chase & Co. lifted their price objective on Invesco from $29.00 to $29.50 and gave the stock a "neutral" rating in a research note on Wednesday, July 29th. Morgan Stanley upped their price objective on Invesco from $29.00 to $30.00 and gave the stock an "equal weight" rating in a report on Friday, July 17th. Finally, Jefferies Financial Group upgraded Invesco to a "hold" rating in a research report on Tuesday, June 30th. Four analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company's stock. According to MarketBeat.com, the company currently has an average rating of "Hold" and a consensus price target of $31.46.

Invesco Price Performance

IVZ stock opened at $32.34 on Friday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.31 and a current ratio of 1.31. The company has a market capitalization of $14.33 billion, a PE ratio of -47.55, a price-to-earnings-growth ratio of 0.46 and a beta of 1.63. The company's fifty day moving average price is $31.02 and its 200-day moving average price is $27.69. Invesco has a one year low of $20.67 and a one year high of $33.66.

Invesco (NYSE:IVZ - Get Free Report) last announced its quarterly earnings results on Tuesday, July 28th. The asset manager reported $0.71 EPS for the quarter, topping 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 business 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 EPS. The business's quarterly revenue was up 20.5% compared to the same quarter last year. On average, equities analysts anticipate that Invesco will post 2.82 EPS for the current fiscal year.

Insider Activity

In related news, CFO Laura Dukes sold 31,075 shares of the firm's stock in a transaction on Friday, September 4th. The stock was sold at an average price of $33.16, for a total value of $1,030,447.00. Following the completion of the sale, the chief financial officer directly owned 259,183 shares in the company, valued at $8,594,508.28. This trade represents a 10.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Stephanie Butcher sold 45,095 shares of Invesco stock in a transaction 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. The trade was a 81.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last 90 days, insiders have sold 219,540 shares of company stock valued at $7,129,847. 1.40% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Invesco

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

Invesco News Roundup

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

Invesco Company Profile

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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