SG Americas Securities LLC Decreases Holdings in Invesco Ltd. $IVZ

SG Americas Securities LLC lessened its stake in Invesco Ltd. (NYSE:IVZ) by 87.0% during the third quarter, HoldingsChannel reports. The firm owned 10,064 shares of the asset manager’s stock after selling 67,399 shares during the period. SG Americas Securities LLC’s holdings in Invesco were worth $231,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also bought and sold shares of the company. HB Wealth Management LLC raised its position in shares of Invesco by 11.1% in the third quarter. HB Wealth Management LLC now owns 15,194 shares of the asset manager’s stock valued at $349,000 after purchasing an additional 1,524 shares during the period. Park Avenue Securities LLC grew its stake in Invesco by 14.8% in the 3rd quarter. Park Avenue Securities LLC now owns 19,159 shares of the asset manager’s stock valued at $440,000 after buying an additional 2,467 shares in the last quarter. KLP Kapitalforvaltning AS raised its holdings in Invesco by 0.7% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 97,000 shares of the asset manager’s stock valued at $2,225,000 after acquiring an additional 700 shares during the period. ANB Bank bought a new stake in Invesco during the 3rd quarter valued at $279,000. Finally, Cerity Partners LLC lifted its position in shares of Invesco by 8.3% during the third quarter. Cerity Partners LLC now owns 818,143 shares of the asset manager’s stock worth $18,768,000 after acquiring an additional 62,476 shares in the last quarter. Hedge funds and other institutional investors own 66.09% of the company’s stock.

Invesco Stock Performance

NYSE IVZ opened at $27.53 on Thursday. Invesco Ltd. has a 52-week low of $11.60 and a 52-week high of $29.61. The company has a fifty day moving average of $26.77 and a 200-day moving average of $23.75. The company has a market capitalization of $12.25 billion, a P/E ratio of 18.72, a P/E/G ratio of 0.47 and a beta of 1.65. The company has a debt-to-equity ratio of 0.83, a quick ratio of 1.23 and a current ratio of 1.23.

Invesco (NYSE:IVZ) last released its quarterly earnings results on Tuesday, January 27th. The asset manager reported $0.62 earnings per share for the quarter, beating analysts’ consensus estimates of $0.57 by $0.05. Invesco had a positive return on equity of 9.69% and a negative net margin of 6.92%.The business had revenue of $1.26 billion for the quarter, compared to the consensus estimate of $1.24 billion. During the same quarter last year, the business posted $0.52 earnings per share. The company’s revenue for the quarter was up 6.1% on a year-over-year basis. As a group, equities research analysts predict that Invesco Ltd. will post 1.87 EPS for the current fiscal year.

Invesco Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Friday, February 13th will be given a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 3.1%. The ex-dividend date is Friday, February 13th. Invesco’s dividend payout ratio (DPR) is presently 57.14%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on IVZ shares. Morgan Stanley set a $29.00 price target on Invesco in a research report on Monday. Argus set a $31.00 price target on Invesco in a research report on Wednesday. Deutsche Bank Aktiengesellschaft upgraded shares of Invesco from a “hold” rating to a “buy” rating and raised their price objective for the company from $26.00 to $31.00 in a research report on Wednesday, December 17th. Barclays lowered their target price on shares of Invesco from $30.00 to $29.00 and set an “equal weight” rating on the stock in a research note on Wednesday. Finally, Zacks Research lowered shares of Invesco from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 5th. Five research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Hold” and an average target price of $27.93.

Trending Headlines about Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Q4 results beat consensus — adjusted EPS $0.62 vs. $0.57 expected, revenue $1.26B vs. $1.24B and record AUM of $2.17T with strong net inflows; these drove the immediate market reaction. Earnings Top and Net Inflows
• Positive Sentiment: Argus raised its price target to $32 and issued a “buy” rating, implying meaningful upside and adding institutional analyst momentum. Argus Price Target Raise
• Positive Sentiment: Board declared a quarterly dividend of $0.21 (annualized yield ~3.0%), with an ex‑dividend date of Feb 13 — supports the stock’s appeal to income investors.
• Neutral Sentiment: Multiple analyst and outlet writeups (Zacks pieces on momentum/value and dividend appeal) increase visibility and may attract different investor styles but don’t change fundamentals immediately. Zacks Coverage
• Negative Sentiment: GAAP results were hit by a $1.8B non‑cash intangible impairment that produced a reported diluted EPS of $(2.61), raising questions about one‑time charges and earnings quality even though management provided adjusted figures. PR Newswire Release

Insider Activity at Invesco

In other news, Director Douglas J. Sharp sold 160,000 shares of the business’s stock in a transaction that occurred on Friday, October 31st. The shares were sold at an average price of $23.56, for a total value of $3,769,600.00. Following the completion of the sale, the director directly owned 192 shares in the company, valued at approximately $4,523.52. The trade was a 99.88% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Company insiders own 1.21% of the company’s stock.

About Invesco

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.