ARGA Investment Management LP Sells 37,573 Shares of Invesco Ltd. $IVZ

ARGA Investment Management LP lowered its position in shares of Invesco Ltd. (NYSE:IVZ) by 36.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 66,425 shares of the asset manager’s stock after selling 37,573 shares during the period. ARGA Investment Management LP’s holdings in Invesco were worth $1,524,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds also recently added to or reduced their stakes in the company. First Trust Advisors LP increased its holdings in shares of Invesco by 5,065.4% in the 2nd quarter. First Trust Advisors LP now owns 3,380,933 shares of the asset manager’s stock worth $53,317,000 after purchasing an additional 3,315,480 shares in the last quarter. Norges Bank purchased a new stake in shares of Invesco during the second quarter valued at $51,838,000. Balyasny Asset Management L.P. increased its holdings in Invesco by 58.1% in the 2nd quarter. Balyasny Asset Management L.P. now owns 5,092,189 shares of the asset manager’s stock worth $80,304,000 after buying an additional 1,871,666 shares in the last quarter. Bank of America Corp DE increased its holdings in Invesco by 52.6% in the 2nd quarter. Bank of America Corp DE now owns 2,893,883 shares of the asset manager’s stock worth $45,637,000 after buying an additional 997,825 shares in the last quarter. Finally, Alliancebernstein L.P. raised its position in Invesco by 13.4% in the 2nd quarter. Alliancebernstein L.P. now owns 7,924,717 shares of the asset manager’s stock worth $124,973,000 after buying an additional 939,365 shares during the last quarter. 66.09% of the stock is currently owned by hedge funds and other institutional investors.

Invesco Trading Down 2.9%

Shares of IVZ stock opened at $28.39 on Friday. Invesco Ltd. has a fifty-two week low of $11.60 and a fifty-two week high of $29.61. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.23 and a current ratio of 1.23. The stock’s fifty day moving average is $26.46 and its two-hundred day moving average is $23.48. The firm has a market capitalization of $12.63 billion, a P/E ratio of 19.31, a PEG ratio of 0.51 and a beta of 1.65.

Invesco (NYSE:IVZ) last issued its earnings results on Tuesday, October 28th. The asset manager reported $0.61 EPS for the quarter, beating analysts’ consensus estimates of $0.44 by $0.17. The business had revenue of $1.19 billion during the quarter, compared to analysts’ expectations of $1.17 billion. Invesco had a net margin of 14.15% and a return on equity of 9.11%. The company’s quarterly revenue was up 7.4% compared to the same quarter last year. During the same period in the prior year, the business earned $0.44 earnings per share. Research analysts expect that Invesco Ltd. will post 1.87 earnings per share for the current fiscal year.

Invesco Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, December 2nd. Shareholders of record on Friday, November 14th were paid a $0.21 dividend. The ex-dividend date of this dividend was Friday, November 14th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 3.0%. Invesco’s dividend payout ratio (DPR) is 57.14%.

Key Headlines Impacting Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: RBC Capital upgraded IVZ to Outperform and highlighted a QQQ/ETF-related earnings tailwind that could lift fee and AUM trends, supporting upside momentum. Assessing Invesco (IVZ) Valuation After RBC Capital’s Outperform Upgrade And QQQ ETF Earnings Tailwind
• Positive Sentiment: JPMorgan raised its price target on Invesco to $30, signaling analyst conviction that shares have more upside from current levels. JPMorgan Chase & Co. Increases Invesco (NYSE:IVZ) Price Target to $30.00
• Positive Sentiment: Multiple outlets (Zacks, MSN) and value-oriented writeups are pitching IVZ as an attractive long-term value play based on its earnings beat history, rising revenue and low relative valuation metrics. These stories can support longer-term buying interest. Why Invesco (IVZ) is a top value stock for the long term
• Positive Sentiment: Following analyst upgrades, IVZ hit a new 1-year high earlier this week — a technical sign that bullish analyst action has already driven positive price momentum. Invesco (NYSE:IVZ) Hits New 1-Year High After Analyst Upgrade
• Neutral Sentiment: Analysts and research pieces are digging into IVZ’s Q4 metrics beyond EPS and revenue (e.g., flows, margins, ETF performance); investors are awaiting the quarter for clearer guidance on fee trends and AUM. Exploring Analyst Estimates for Invesco (IVZ) Q4 Earnings, Beyond Revenue and EPS
• Neutral Sentiment: Corporate moves such as the Invesco Global Equity Income/FRGT merger are being reviewed for shareholder impact; these are longer-term structural items rather than immediate price drivers. Invesco Global Equity Income: How will FRGT merger benefit shareholders?
• Negative Sentiment: Some analysts and writers (Seeking Alpha) argue IVZ may have reached a “ceiling of fair value,” warning that recent upgrades and the move to a 1‑year high may have priced in much of the upside and increase risk of profit-taking. Invesco: Asset Manager Hits Ceiling Of Fair Value

Insider Activity

In other news, Director Douglas J. Sharp sold 160,000 shares of Invesco stock in a transaction on Friday, October 31st. The stock was sold at an average price of $23.56, for a total transaction of $3,769,600.00. Following the transaction, the director owned 192 shares in the company, valued at $4,523.52. The trade was a 99.88% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 1.21% of the stock is owned by company insiders.

Analyst Ratings Changes

A number of analysts have recently issued reports on IVZ shares. Morgan Stanley raised their price target on shares of Invesco from $27.00 to $28.00 and gave the company an “equal weight” rating in a report on Wednesday, December 17th. Wall Street Zen upgraded shares of Invesco from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. The Goldman Sachs Group set a $28.75 target price on shares of Invesco in a research report on Thursday, January 15th. TD Cowen reissued a “buy” rating on shares of Invesco in a report on Tuesday, January 13th. Finally, Bank of America raised their price target on Invesco from $23.00 to $25.00 and gave the stock a “neutral” rating in a research note on Thursday, October 2nd. Five investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has an average rating of “Hold” and a consensus target price of $26.36.

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.