Invesco Ltd. (NYSE:IVZ) Receives Consensus Recommendation of “Hold” from Analysts

Invesco Ltd. (NYSE:IVZ) has received a consensus rating of “Hold” from the seventeen research firms that are presently covering the company, Marketbeat Ratings reports. Twelve research analysts have rated the stock with a hold recommendation and five have given a buy recommendation to the company. The average 1 year target price among brokerages that have updated their coverage on the stock in the last year is $26.3594.

Several equities analysts have commented on IVZ shares. BMO Capital Markets increased their target price on Invesco from $28.00 to $30.00 and gave the company an “outperform” rating in a research report on Wednesday, December 10th. Barclays raised their price objective on shares of Invesco from $28.00 to $30.00 and gave the company an “equal weight” rating in a report on Thursday, January 15th. Citigroup lifted their target price on shares of Invesco from $22.00 to $25.00 and gave the stock a “neutral” rating in a research report on Monday, September 29th. TD Cowen restated a “buy” rating on shares of Invesco in a research report on Tuesday, January 13th. Finally, JPMorgan Chase & Co. lifted their price target on shares of Invesco from $27.00 to $30.00 and gave the stock a “neutral” rating in a report on Tuesday.

More Invesco News

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

Invesco Stock Performance

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

Invesco (NYSE:IVZ) last posted its quarterly earnings data on Tuesday, October 28th. The asset manager reported $0.61 EPS for the quarter, topping analysts’ consensus estimates of $0.44 by $0.17. The firm had revenue of $1.19 billion for the quarter, compared to analyst estimates of $1.17 billion. Invesco had a return on equity of 9.11% and a net margin of 14.15%.The company’s revenue was up 7.4% on a year-over-year basis. During the same quarter last year, the company earned $0.44 EPS. On average, equities analysts forecast that Invesco will post 1.87 EPS for the current year.

Invesco Dividend Announcement

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

Insider Buying and Selling

In other Invesco news, Director Douglas J. Sharp sold 160,000 shares of the company’s stock in a transaction on Friday, October 31st. The shares were 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 approximately $4,523.52. This represents a 99.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Company insiders own 1.21% of the company’s stock.

Hedge Funds Weigh In On Invesco

Hedge funds have recently modified their holdings of the company. Wedmont Private Capital increased its holdings in Invesco by 2.2% during the fourth quarter. Wedmont Private Capital now owns 21,236 shares of the asset manager’s stock worth $588,000 after buying an additional 456 shares during the last quarter. Parallel Advisors LLC raised its position in Invesco by 18.4% in the third quarter. Parallel Advisors LLC now owns 3,031 shares of the asset manager’s stock worth $70,000 after acquiring an additional 472 shares during the period. Wealthfront Advisers LLC boosted its stake in Invesco by 0.6% in the third quarter. Wealthfront Advisers LLC now owns 85,723 shares of the asset manager’s stock valued at $1,966,000 after acquiring an additional 474 shares during the last quarter. CI Investments Inc. grew its position in shares of Invesco by 21.5% during the 3rd quarter. CI Investments Inc. now owns 2,780 shares of the asset manager’s stock valued at $64,000 after acquiring an additional 491 shares during the period. Finally, US Bancorp DE grew its position in shares of Invesco by 4.1% during the 3rd quarter. US Bancorp DE now owns 12,879 shares of the asset manager’s stock valued at $295,000 after acquiring an additional 510 shares during the period. Institutional investors own 66.09% of the company’s stock.

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.