Invesco (NYSE:IVZ) Upgraded to "Buy" at Wall Street Zen

Key Points

• Wall Street Zen upgraded Invesco to “Buy” from “Hold.” The broader analyst consensus is “Moderate Buy,” with a $32.96 average price target and recent positive ratings from UBS, RBC, TD Cowen and others.
• Invesco beat quarterly expectations, reporting $0.71 in EPS versus the $0.67 consensus and $1.33 billion in revenue, up 20.5% year over year.
• Shares recently traded at $29.50, while insiders sold $7.2 million of stock in the last quarter and September assets under management declined 0.9% amid market, foreign-exchange and net-outflow pressures.

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

IVZ has been the subject of a number of other research reports. Keefe, Bruyette & Woods assumed coverage on shares of Invesco in a report on Wednesday, September 9th. They set an "outperform" rating and a $39.00 price objective for the company. Royal Bank Of Canada increased their target price on shares of Invesco from $35.00 to $36.00 and gave the stock an "outperform" rating in a report on Friday. TD Cowen boosted their price target on shares of Invesco from $37.00 to $39.00 and gave the company a "buy" rating in a report on Thursday, August 13th. Evercore set a $34.00 price target on shares of Invesco in a report on Friday. Finally, UBS Group began coverage on shares of Invesco in a research report on Tuesday. They issued a "buy" rating and a $41.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, five have given a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $32.96.

Invesco Price Performance

Shares of IVZ opened at $29.50 on Friday. The stock has a market cap of $13.08 billion, a P/E ratio of -43.38, a price-to-earnings-growth ratio of 0.44 and a beta of 1.65. Invesco has a 1 year low of $20.67 and a 1 year high of $33.66. The stock's 50-day moving average price is $31.56 and its two-hundred day moving average price is $28.53. 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 (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, beating analysts' consensus estimates of $0.67 by $0.04. The company had revenue of $1.33 billion during the quarter, compared to analysts' expectations of $1.32 billion. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%. Invesco's revenue was up 20.5% on a year-over-year basis. During the same period in the prior year, the business posted $0.36 EPS. On average, equities analysts predict that Invesco will post 2.83 earnings per share for the current year.

Insider Activity at Invesco

In other Invesco news, Director Andrew Tak Shing Lo sold 100,840 shares of Invesco stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $32.20, for a total value of $3,247,048.00. Following the sale, the director owned 812,477 shares of the company's stock, valued at $26,161,759.40. This trade represents a 11.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Stephanie Butcher sold 45,095 shares of the business's stock in a transaction dated Wednesday, September 9th. The shares were 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 trade represents a 81.55% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 222,540 shares of company stock valued at $7,227,167 in the last quarter. 1.40% of the stock is currently owned by company insiders.

Institutional Inflows and Outflows

Hedge funds have recently modified their holdings of the company. ANB Bank raised 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 acquiring an additional 375 shares in the last quarter. EWA LLC boosted its position in Invesco by 3.8% during the first quarter. EWA LLC now owns 12,490 shares of the asset manager's stock valued at $303,000 after purchasing an additional 452 shares during the last quarter. Kera Capital Partners Inc. grew its stake in Invesco by 2.1% in the first quarter. Kera Capital Partners Inc. now owns 23,992 shares of the asset manager's stock valued at $583,000 after purchasing an additional 484 shares in the last quarter. SJS Investment Consulting Inc. grew its stake in Invesco by 80.1% in the first quarter. SJS Investment Consulting Inc. now owns 1,207 shares of the asset manager's stock valued at $29,000 after purchasing an additional 537 shares in the last quarter. Finally, Elevation Wealth Partners LLC increased its position in shares of Invesco by 141.1% during the 3rd quarter. Elevation Wealth Partners LLC now owns 1,010 shares of the asset manager's stock worth $30,000 after purchasing an additional 591 shares during the last quarter. 66.09% of the stock is currently owned by institutional investors.

Invesco News Summary

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Analyst sentiment improved: UBS upgraded Invesco to “strong-buy,” while RBC raised its price target from $35 to $36 and maintained an “outperform” rating. The new target implies meaningful upside from recent trading levels. Invesco analyst upgrade and price target report
• Positive Sentiment: Long-term growth thesis remains intact: A Seeking Alpha analysis argues that Invesco is a growing asset manager whose valuation reflects overly pessimistic expectations. Its dividend profile may also appeal to income-focused investors, although the Zacks article does not announce a new dividend increase. Invesco growth and valuation analysis
• Neutral Sentiment: Technical signal is mixed: Invesco shares crossed above their 200-day moving average, often viewed as a constructive trend signal, but the accompanying analysis questions whether the move is an opportunity to sell. Invesco 200-day moving average analysis
• Negative Sentiment: September AUM declined: Preliminary assets under management fell 0.9% month over month to $2.5378 trillion as of September 30. Market losses, foreign-exchange headwinds and net outflows weighed on the key revenue driver, potentially explaining some pressure on the stock despite favorable analyst calls. Invesco September 2026 assets under management announcement

About Invesco

Invesco Ltd. NYSE: IVZ is a global independent investment management firm that provides investment products and services to individuals, financial advisers, institutions and other clients. The company manages assets across public and private markets and serves clients through a range of investment strategies.

Its offerings include exchange-traded funds, mutual funds, separately managed accounts, institutional mandates and alternative investments. Invesco provides exposure to equities, fixed income, commodities, multi-asset strategies and other asset classes, with both actively managed and index-based investment solutions.

Headquartered in Atlanta, Georgia, Invesco serves clients across North America, Europe, Asia-Pacific and other international markets through offices and investment teams around the world.

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