Invesco (NYSE:IVZ) Stock Unloaded Rep. Kevin Hern

Key Points

• Representative Kevin Hern disclosed selling between $15,001 and $50,000 of Invesco (NYSE:IVZ) stock on March 17 in the "HERN FAMILY REVOCABLE TRUST," filed April 3.
• Invesco shares opened at $22.85 and were down 5.3%; the firm beat quarterly EPS estimates ($0.62 vs. $0.58), pays a $0.21 quarterly dividend (≈3.7% yield), and carries an average analyst rating of "Hold" with a $28.25 target.

Representative Kevin Hern (Republican-Oklahoma) recently sold shares of Invesco Ltd. NYSE: IVZ. In a filing disclosed on April 03rd, the Representative disclosed that they had sold between $15,001 and $50,000 in Invesco stock on March 17th. The trade occurred in the Representative's "HERN FAMILY REVOCABLE TRUST" account.

Representative Kevin Hern also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Exact Sciences NASDAQ: EXAS on 3/24/2026.
• Sold $50,001 - $100,000 in shares of Prologis NYSE: PLD on 3/20/2026.
• Sold $15,001 - $50,000 in shares of T. Rowe Price Group NASDAQ: TROW on 3/20/2026.
• Sold $15,001 - $50,000 in shares of Medtronic NYSE: MDT on 3/20/2026.
• Sold $500,001 - $1,000,000 in shares of Texas Instruments NASDAQ: TXN on 3/18/2026.
• Sold $500,001 - $1,000,000 in shares of Smartstop Self Storage REIT NYSE: SMA on 3/18/2026.
• Sold $50,001 - $100,000 in shares of BlackRock MuniAssets Fund NYSE: MUA on 3/17/2026.
• Sold $15,001 - $50,000 in shares of Cognizant Technology Solutions NASDAQ: CTSH on 3/17/2026.
• Sold $15,001 - $50,000 in shares of Becton, Dickinson and Company NYSE: BDX on 3/17/2026.
• Sold $15,001 - $50,000 in shares of Comcast NASDAQ: CMCSA on 3/17/2026.

Invesco Stock Down 5.3%

Shares of IVZ opened at $22.85 on Tuesday. Invesco Ltd. has a 52-week low of $11.60 and a 52-week high of $29.61. The company has a market capitalization of $10.14 billion, a PE ratio of -14.28, a price-to-earnings-growth ratio of 0.46 and a beta of 1.66. The stock has a fifty day simple moving average of $25.24 and a two-hundred day simple moving average of $25.13. The company has a quick ratio of 1.38, a current ratio of 1.38 and a debt-to-equity ratio of 1.04.

Invesco (NYSE:IVZ - Get Free Report) last issued its earnings results on Tuesday, January 27th. The asset manager reported $0.62 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.58 by $0.04. Invesco had a positive return on equity of 10.26% and a negative net margin of 6.92%.The business had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.24 billion. During the same period last year, the company earned $0.52 EPS. The company's revenue for the quarter was up 6.1% on a year-over-year basis. As a group, equities analysts forecast that Invesco Ltd. will post 1.87 EPS for the current year.

Invesco Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 3rd. Shareholders of record on Friday, February 13th were paid a $0.21 dividend. The ex-dividend date of this dividend was Friday, February 13th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 3.7%. Invesco's dividend payout ratio (DPR) is -52.50%.

Analyst Upgrades and Downgrades

A number of brokerages have issued reports on IVZ. The Goldman Sachs Group raised their target price on Invesco from $29.50 to $30.00 and gave the stock a "neutral" rating in a research note on Thursday, February 12th. TD Cowen set a $34.50 target price on Invesco in a research note on Wednesday, January 28th. Barclays cut their target price on Invesco from $30.00 to $29.00 and set an "equal weight" rating for the company in a research note on Wednesday, January 28th. JPMorgan Chase & Co. raised their target price on Invesco from $27.00 to $30.00 and gave the stock a "neutral" rating in a research note on Tuesday, January 20th. Finally, Deutsche Bank Aktiengesellschaft upgraded Invesco from a "hold" rating to a "buy" rating and increased their price target for the stock from $26.00 to $31.00 in a report on Wednesday, December 17th. Five research analysts have rated the stock with a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, Invesco presently has an average rating of "Hold" and an average target price of $28.25.

Hedge Funds Weigh In On Invesco

Hedge funds and other institutional investors have recently bought and sold shares of the company. Capital A Wealth Management LLC raised its position in Invesco by 4,802.9% in the 2nd quarter. Capital A Wealth Management LLC now owns 1,667 shares of the asset manager's stock valued at $26,000 after purchasing an additional 1,633 shares in the last quarter. CNB Bank acquired a new stake in Invesco in the 3rd quarter valued at about $26,000. Root Financial Partners LLC acquired a new stake in Invesco in the 3rd quarter valued at about $30,000. Sentry Investment Management LLC acquired a new stake in Invesco in the 3rd quarter valued at about $30,000. Finally, American National Bank & Trust acquired a new stake in Invesco in the 4th quarter valued at about $31,000. 66.09% of the stock is currently owned by hedge funds and other institutional investors.

About Representative Hern

Kevin Hern (Republican Party) is a member of the U.S. House, representing Oklahoma's 1st Congressional District. He assumed office on November 13, 2018. His current term ends on January 3, 2027. Hern (Republican Party) is running for re-election to the U.S. House to represent Oklahoma's 1st Congressional District. He declared candidacy for the 2026 election. Kevin Hern went into business as a McDonald's franchisee in 1999. He acquired 10 McDonald's franchises by 2012. He served on the McDonald's National Leadership Team for 13 years, including the tax policy team, the insurance corporation, and as chairman of the economics team. From 2011 to 2015, he was chairman of the finance committee of the Oklahoma Turnpike Authority.

Invesco Company Profile

Invesco Ltd. is an independent global investment management firm headquartered in Atlanta, Georgia, and publicly traded on the New York Stock Exchange NYSE: IVZ. With origins dating back to 1935, the company is dedicated to offering a wide array of investment strategies and solutions to both individual and institutional clients worldwide.

The firm's product suite encompasses actively managed equity and fixed income funds, passive index funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts, alongside specialized offerings such as private markets, real estate, and structured products.

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