Laura Allison Dukes Sells 31,075 Shares of Invesco (NYSE:IVZ) Stock

Invesco Ltd. (NYSE:IVZ) CFO Laura Dukes sold 31,075 shares of the company’s stock in a transaction dated Friday, September 4th. The stock was sold at an average price of $33.16, for a total transaction of $1,030,447.00. Following the completion of the transaction, the chief financial officer owned 259,183 shares in the company, valued at $8,594,508.28. This represents a 10.71% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website.

Invesco Stock Performance

Shares of Invesco stock opened at $31.95 on Friday. The firm has a market cap of $14.16 billion, a P/E ratio of -46.98, a P/E/G ratio of 0.47 and a beta of 1.63. The stock’s fifty day moving average price is $30.91 and its 200-day moving average price is $27.66. 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 Ltd. has a 12 month low of $20.67 and a 12 month high of $33.66.

Invesco (NYSE:IVZ) last announced its quarterly earnings results on Tuesday, July 28th. The asset manager reported $0.71 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.67 by $0.04. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%.The business had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.32 billion. During the same period last year, the business posted $0.36 EPS. The business’s revenue was up 20.5% compared to the same quarter last year. On average, equities research analysts expect that Invesco Ltd. will post 2.82 earnings per share for the current fiscal year.

Invesco Announces Dividend

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 dividend of $0.215 per share. The ex-dividend date was Friday, August 14th. This represents a $0.86 dividend on an annualized basis and a dividend yield of 2.7%. Invesco’s payout ratio is presently -126.47%.

Analysts Set New Price Targets

IVZ has been the topic of a number of research reports. Jefferies Financial Group raised Invesco to a “hold” rating in a report on Tuesday, June 30th. Morgan Stanley upped their price objective on shares of Invesco from $29.00 to $30.00 and gave the stock an “equal weight” rating in a research report on Friday, July 17th. Weiss Ratings upgraded Invesco from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, June 29th. TD Cowen lifted their price target on shares of Invesco from $37.00 to $39.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Finally, Barclays boosted their price objective on Invesco from $31.00 to $32.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 29th. Four investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $31.46.

Institutional Trading of Invesco

Several institutional investors and hedge funds have recently bought and sold shares of IVZ. State Street Corp lifted its holdings in shares of Invesco by 1.5% in the 2nd quarter. State Street Corp now owns 22,260,704 shares of the asset manager’s stock worth $351,051,000 after acquiring an additional 332,340 shares during the last quarter. Dimensional Fund Advisors LP boosted its holdings in Invesco by 2.9% in the first quarter. Dimensional Fund Advisors LP now owns 21,361,119 shares of the asset manager’s stock valued at $518,836,000 after purchasing an additional 596,434 shares during the period. AQR Capital Management LLC increased its stake in shares of Invesco by 5.3% during the second quarter. AQR Capital Management LLC now owns 11,612,559 shares of the asset manager’s stock worth $182,491,000 after buying an additional 584,035 shares during the period. California State Teachers Retirement System raised its holdings in shares of Invesco by 2,495.9% in the 2nd quarter. California State Teachers Retirement System now owns 10,837,212 shares of the asset manager’s stock valued at $285,994,000 after purchasing an additional 10,419,736 shares in the last quarter. Finally, Invesco Ltd. purchased a new stake in Invesco during the 4th quarter worth about $230,391,000. 66.09% of the stock is currently owned by hedge funds and other institutional investors.

Key Invesco News

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Keefe, Bruyette & Woods initiated coverage with an “outperform” rating and a $39 price target, implying meaningful upside from recent trading levels. Invesco August Assets Under Management announcement
• Positive Sentiment: Evercore ISI raised its price target to $37 from $35 while maintaining an “in line” rating, signaling improved valuation support even without a bullish rating. Evercore ISI Invesco price target update
• Positive Sentiment: Analyst commentary continues to point to Invesco’s diversified platform, resilient inflows and global reach as drivers of assets-under-management growth and potentially steadier fee revenue. The company also announced its August 31, 2026 assets-under-management results. Invesco AUM expansion strategy analysis
• Neutral Sentiment: Invesco’s Limited Term California Municipal Fund released its second-quarter 2026 commentary. The update is relevant to fund investors but has limited direct implications for IVZ’s consolidated earnings. Invesco California Municipal Fund commentary
• Negative Sentiment: Multiple insiders sold shares: CFO Laura Dukes sold 31,075 shares, while Director Stephanie Butcher sold 45,095 and Director Andrew Tak Shing Lo sold a combined 143,370 shares. The sales reduce insider ownership and may raise caution, although insiders retain substantial holdings. Invesco insider trading activity
• Negative Sentiment: Zacks Research downgraded Invesco from “strong buy” to “hold,” adding to the stock’s mixed analyst outlook. The broader consensus remains “hold,” which could limit near-term buying momentum.

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.