Invesco's (IVZ) "Hold" Rating Reiterated at Argus

Key Points

• Argus reiterated its Hold rating on Invesco; the Street consensus is also a Hold with an average price target of $27.46 (four Buys, eleven Holds among analysts).
• Q1 results showed GAAP EPS of $0.57 (missed by $0.01) and revenue of $1.26B (also a slight miss), although revenue rose ~14% year-over-year and adjusted earnings improved versus the prior year.
• Management highlighted resilient net flows and rising fee margins and the board raised the quarterly dividend to $0.215/share (~3.3% yield), but analysts flagged near-term risks from a sequential dip in AUM and fee pressure.

Invesco (NYSE:IVZ - Get Free Report)'s stock had its "hold" rating reiterated by analysts at Argus in a report issued on Wednesday, MarketBeat.com reports.

IVZ has been the topic of several other research reports. Wall Street Zen cut Invesco from a "buy" rating to a "hold" rating in a report on Saturday, February 28th. Evercore set a $27.00 price target on Invesco in a research report on Friday, April 10th. TD Cowen reissued a "buy" rating on shares of Invesco in a research note on Thursday, April 9th. Royal Bank Of Canada restated an "outperform" rating and issued a $31.00 price objective on shares of Invesco in a report on Tuesday, April 21st. Finally, The Goldman Sachs Group reaffirmed a "neutral" rating and set a $30.00 target price on shares of Invesco in a research note on Wednesday. Four research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. Based on data from MarketBeat.com, Invesco has an average rating of "Hold" and a consensus price target of $27.46.

Invesco Stock Performance

IVZ traded down $0.10 during trading on Wednesday, reaching $25.77. 166,209 shares of the company were exchanged, compared to its average volume of 5,936,984. The stock has a market cap of $11.43 billion, a P/E ratio of -16.08, a PEG ratio of 0.63 and a beta of 1.66. The firm has a 50 day moving average of $24.54 and a 200 day moving average of $25.31. The company has a current ratio of 1.38, a quick ratio of 1.38 and a debt-to-equity ratio of 1.04. Invesco has a 52 week low of $13.46 and a 52 week high of $29.61.

Invesco (NYSE:IVZ - Get Free Report) last announced its quarterly earnings results on Tuesday, April 28th. The asset manager reported $0.57 EPS for the quarter, missing the consensus estimate of $0.58 by ($0.01). Invesco had a negative net margin of 6.92% and a positive return on equity of 10.26%. The firm had revenue of $1.26 billion during the quarter, compared to analyst estimates of $1.27 billion. During the same quarter in the previous year, the business posted $0.44 EPS. Invesco's revenue for the quarter was up 14.0% compared to the same quarter last year. On average, sell-side analysts forecast that Invesco will post 2.49 EPS for the current fiscal year.

Institutional Inflows and Outflows

Several institutional investors have recently made changes to their positions in IVZ. Citigroup Inc. grew its stake in shares of Invesco by 53.3% in the 3rd quarter. Citigroup Inc. now owns 732,436 shares of the asset manager's stock valued at $16,802,000 after buying an additional 254,501 shares in the last quarter. Convergence Investment Partners LLC bought a new position in Invesco during the third quarter valued at approximately $3,021,000. Jackson Creek Investment Advisors LLC bought a new position in Invesco during the third quarter valued at approximately $1,130,000. Thrivent Financial for Lutherans lifted its stake in Invesco by 83.5% in the third quarter. Thrivent Financial for Lutherans now owns 631,046 shares of the asset manager's stock valued at $14,476,000 after acquiring an additional 287,219 shares during the last quarter. Finally, Sequoia Financial Advisors LLC lifted its stake in Invesco by 177.2% in the third quarter. Sequoia Financial Advisors LLC now owns 27,841 shares of the asset manager's stock valued at $639,000 after acquiring an additional 17,798 shares during the last quarter. 66.09% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Invesco declared a quarterly dividend of $0.215/share (2.4% increase from $0.21), yielding ~3.3% annualized, with record/ex-dividend dates in May and payment in June — a shareholder-friendly move that supports investor income demand.
• Positive Sentiment: Management’s Q1 earnings call emphasized resilient net flows and rising fee margins, signaling operational momentum and fee recovery that investors tend to reward. Invesco Earnings Call Highlights
• Positive Sentiment: Top-line growth: revenue rose ~14% year-over-year for Q1, and adjusted diluted EPS was reported at $0.57 (vs. $0.44 prior year), indicating business growth and improving profitability on an adjusted basis. PR Newswire: Q1 Results
• Neutral Sentiment: Full Q1 materials are available (earnings transcript and slide deck) for investors who want to dig into segment flows, margin detail and guidance language. Yahoo Earnings Transcript Slide Deck
• Positive Sentiment: Strategic/longer-term interest: coverage noting Invesco moving into tokenized asset management and valuation discussion may support a re-rating if execution continues. Yahoo: Valuation & Tokenization
• Negative Sentiment: Near-term headline risk from a small miss: GAAP diluted EPS of $0.57 missed consensus by $0.01 and revenue of $1.26B missed estimates by ~$0.01B — enough to temper upside for some traders. Zacks: Misses Estimates
• Negative Sentiment: Analyst notes flagged a sequential dip in AUM and fee pressure that likely weighed on the quarter and could keep some caution on forward guidance and margins. Zacks: AUM Pressure

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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