Invesco (NYSE:IVZ) Director Andrew Tak Shing Lo Sells 100,840 Shares

Invesco Ltd. (NYSE:IVZ) Director Andrew Tak Shing Lo sold 100,840 shares of the company’s stock in a transaction on Wednesday, September 9th. The stock was sold at an average price of $32.20, for a total value of $3,247,048.00. Following the sale, the director owned 812,477 shares of the company’s stock, valued at approximately $26,161,759.40. This represents a 11.04% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink.

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

• On Tuesday, September 8th, Andrew Tak Shing Lo sold 42,530 shares of Invesco stock. The shares were sold at an average price of $32.84, for a total value of $1,396,685.20.

Invesco Trading Down 0.4%

Shares of NYSE:IVZ opened at $31.95 on Friday. The company has a market capitalization of $14.16 billion, a PE ratio of -46.98, a P/E/G ratio of 0.47 and a beta of 1.63. 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. The business’s fifty day simple moving average is $30.91 and its 200-day simple moving average is $27.66.

Invesco (NYSE:IVZ) last issued its quarterly earnings data on Tuesday, July 28th. The asset manager reported $0.71 earnings per share for the quarter, topping 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 firm had revenue of $1.33 billion during the quarter, compared to analysts’ expectations of $1.32 billion. During the same period in the prior year, the business posted $0.36 EPS. The firm’s quarterly revenue was up 20.5% on a year-over-year basis. As a group, equities research analysts predict that Invesco Ltd. will post 2.82 earnings per share for the current fiscal year.

Invesco Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were issued a $0.215 dividend. The ex-dividend date was Friday, August 14th. This represents a $0.86 dividend on an annualized basis and a yield of 2.7%. Invesco’s payout ratio is currently -126.47%.

Key Headlines Impacting Invesco

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.

Institutional Trading of Invesco

A number of institutional investors have recently bought and sold shares of the stock. SJS Investment Consulting Inc. raised its holdings in shares of Invesco by 80.1% in the first quarter. SJS Investment Consulting Inc. now owns 1,207 shares of the asset manager’s stock worth $29,000 after buying an additional 537 shares during the last quarter. Larson Financial Group LLC grew its holdings in shares of Invesco by 61.5% during the third quarter. Larson Financial Group LLC now owns 1,466 shares of the asset manager’s stock valued at $34,000 after buying an additional 558 shares during the last quarter. Continuum Advisory LLC purchased a new stake in shares of Invesco during the second quarter valued at $39,000. Root Financial Partners LLC increased its position in shares of Invesco by 28.2% in the 4th quarter. Root Financial Partners LLC now owns 1,702 shares of the asset manager’s stock valued at $45,000 after acquiring an additional 374 shares during the period. Finally, Blue Trust Inc. increased its position in shares of Invesco by 171.0% in the 1st quarter. Blue Trust Inc. now owns 1,859 shares of the asset manager’s stock valued at $45,000 after acquiring an additional 1,173 shares during the period. 66.09% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

IVZ has been the topic of a number of recent analyst reports. Royal Bank Of Canada cut shares of Invesco from an “outperform” rating to a “hold” rating and set a $39.00 price target on the stock. in a report on Thursday, August 13th. Evercore set a $35.00 price objective on shares of Invesco in a research note on Monday, August 10th. Zacks Research cut shares of Invesco from a “strong-buy” rating to a “hold” rating in a research report on Monday. Jefferies Financial Group upgraded shares of Invesco to a “hold” rating in a research note on Tuesday, June 30th. Finally, TD Cowen lifted their price target on shares of Invesco from $37.00 to $39.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Four equities research analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, Invesco currently has a consensus rating of “Hold” and an average price target of $31.46.

About Invesco

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.