Andrew Tak Shing Lo Sells 42,530 Shares of Invesco (NYSE:IVZ) Stock

Key Points

• Invesco director Andrew Tak Shing Lo sold 42,530 shares at an average price of $32.84, totaling approximately $1.40 million and reducing his stake by 4.45%. He also sold 100,840 shares the following day.
• Invesco’s shares traded near $32, while the company reported quarterly EPS of $0.71—above estimates—and revenue growth of 20.5% year over year. The company also maintains a quarterly dividend of $0.215, equivalent to a 2.7% yield.
• Analyst sentiment remains mixed: several firms raised their price targets, but the overall consensus rating is Hold with an average target of $31.46. Institutional investors own approximately 66.09% of Invesco’s shares.

Invesco Ltd. (NYSE:IVZ - Get Free Report) Director Andrew Tak Shing Lo sold 42,530 shares of the stock in a transaction on Tuesday, September 8th. The stock was sold at an average price of $32.84, for a total value of $1,396,685.20. Following the completion of the transaction, the director owned 913,317 shares of the company's stock, valued at $29,993,330.28. The trade was a 4.45% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this hyperlink.

Andrew Tak Shing Lo also recently made the following trade(s):

• On Wednesday, September 9th, Andrew Tak Shing Lo sold 100,840 shares of Invesco stock. The stock was sold at an average price of $32.20, for a total transaction of $3,247,048.00.

Invesco Trading Down 0.2%

NYSE:IVZ traded down $0.07 during mid-day trading on Thursday, reaching $32.02. The company's stock had a trading volume of 1,543,021 shares, compared to its average volume of 5,341,796. The stock has a market cap of $14.19 billion, a P/E ratio of -47.11, a P/E/G ratio of 0.47 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 company's fifty day simple moving average is $30.81 and its two-hundred day simple moving average is $27.62. Invesco Ltd. has a twelve month low of $20.67 and a twelve month high of $33.66.

Invesco (NYSE:IVZ - Get Free Report) last posted its quarterly 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 negative net margin of 0.93% and a positive return on equity of 12.83%. The firm had revenue of $1.33 billion for the quarter, compared to analyst estimates of $1.32 billion. During the same quarter last year, the firm posted $0.36 earnings per share. Invesco's revenue for the quarter was up 20.5% compared to the same quarter last year. On average, equities analysts predict that Invesco Ltd. will post 2.82 EPS for the current year.

Invesco Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Stockholders 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 annualized dividend and a dividend yield of 2.7%. Invesco's dividend payout ratio is presently -126.47%.

Key Stories Impacting Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Keefe, Bruyette & Woods initiated coverage with a “moderate buy”/“outperform” rating and a $39 price target, implying meaningful upside from recent trading levels. Keefe, Bruyette & Woods coverage and AUM expansion analysis
• Positive Sentiment: Evercore ISI raised its price target to $37 from $35 while maintaining an “in line” rating, signaling improved valuation expectations even without a bullish recommendation. Evercore ISI price-target update
• Positive Sentiment: Analysts highlighted Invesco’s diversified investment platform, resilient inflows and global reach as potential drivers of continued assets-under-management and revenue growth. Recent institutional ownership data also showed several large investors increasing their positions. Invesco AUM expansion strategy
• Neutral Sentiment: Commentary on the Invesco Limited Term California Municipal Fund provides product-level market and portfolio insight but does not appear to introduce a material new catalyst for Invesco’s parent company. Invesco Limited Term California Municipal Fund Q2 2026 Commentary
• Negative Sentiment: CFO Laura Dukes sold 31,075 shares for approximately $1.03 million, reducing her holdings by 10.71%. She still owns about 259,183 shares, so the transaction may reflect personal liquidity or diversification rather than a clear change in business outlook. Laura Dukes Invesco insider sale
• Negative Sentiment: Zacks Research downgraded IVZ from “strong buy” to “hold.” The broader analyst consensus remains “hold,” which could limit near-term upside despite the higher individual price targets.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the stock. Sequoia Financial Advisors LLC grew its position in Invesco by 45.7% during the 2nd quarter. Sequoia Financial Advisors LLC now owns 58,792 shares of the asset manager's stock worth $1,552,000 after acquiring an additional 18,451 shares during the last quarter. MCF Advisors LLC raised its position in shares of Invesco by 15.9% during the second quarter. MCF Advisors LLC now owns 6,782 shares of the asset manager's stock worth $179,000 after acquiring an additional 930 shares during the last quarter. Engineers Gate Manager LP lifted its stake in shares of Invesco by 47.0% in the second quarter. Engineers Gate Manager LP now owns 1,354,613 shares of the asset manager's stock worth $35,748,000 after acquiring an additional 433,287 shares during the period. NewEdge Advisors LLC boosted its holdings in Invesco by 229.7% in the second quarter. NewEdge Advisors LLC now owns 222,541 shares of the asset manager's stock valued at $5,873,000 after acquiring an additional 155,038 shares during the last quarter. Finally, IFP Advisors Inc lifted its position in shares of Invesco by 52.8% in the 2nd quarter. IFP Advisors Inc now owns 10,879 shares of the asset manager's stock worth $287,000 after purchasing an additional 3,760 shares during the period. Institutional investors own 66.09% of the company's stock.

Wall Street Analyst Weigh In

IVZ has been the subject of a number of research reports. Wall Street Zen downgraded Invesco from a "buy" rating to a "hold" rating in a research report on Sunday, August 9th. Evercore set a $35.00 target price on shares of Invesco in a report on Monday, August 10th. Morgan Stanley lifted their price target on shares of Invesco from $29.00 to $30.00 and gave the company an "equal weight" rating in a research note on Friday, July 17th. TD Cowen lifted their price target on Invesco from $37.00 to $39.00 and gave the stock a "buy" rating in a report on Thursday, August 13th. Finally, JPMorgan Chase & Co. upped their price objective on Invesco from $29.00 to $29.50 and gave the company a "neutral" rating in a research note on Wednesday, July 29th. 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 an average price target of $31.46.

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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