Sequoia Financial Advisors LLC Has $639,000 Holdings in Invesco Ltd. $IVZ

Sequoia Financial Advisors LLC lifted its holdings in shares of Invesco Ltd. (NYSE:IVZ) by 177.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 27,841 shares of the asset manager’s stock after purchasing an additional 17,798 shares during the quarter. Sequoia Financial Advisors LLC’s holdings in Invesco were worth $639,000 as of its most recent SEC filing.

Several other institutional investors have also made changes to their positions in the stock. KLP Kapitalforvaltning AS increased its stake in Invesco by 0.7% during the 3rd quarter. KLP Kapitalforvaltning AS now owns 97,000 shares of the asset manager’s stock worth $2,225,000 after acquiring an additional 700 shares during the period. IFP Advisors Inc grew its holdings in shares of Invesco by 55.7% during the 2nd quarter. IFP Advisors Inc now owns 2,127 shares of the asset manager’s stock worth $34,000 after purchasing an additional 761 shares in the last quarter. Forum Financial Management LP increased its position in shares of Invesco by 4.8% in the second quarter. Forum Financial Management LP now owns 17,327 shares of the asset manager’s stock worth $273,000 after purchasing an additional 791 shares during the period. Russell Investments Group Ltd. raised its stake in Invesco by 0.8% in the second quarter. Russell Investments Group Ltd. now owns 102,584 shares of the asset manager’s stock valued at $1,618,000 after purchasing an additional 792 shares in the last quarter. Finally, Poehling Capital Management INC. lifted its position in Invesco by 0.3% during the second quarter. Poehling Capital Management INC. now owns 255,585 shares of the asset manager’s stock worth $4,031,000 after purchasing an additional 824 shares during the period. 66.09% of the stock is currently owned by institutional investors.

Key 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

Insider Activity at Invesco

In related news, Director Douglas J. Sharp sold 160,000 shares of the business’s stock in a transaction 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 sale, the director owned 192 shares of the company’s stock, valued at $4,523.52. The trade was a 99.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through the SEC website. Company insiders own 1.21% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on IVZ. Royal Bank Of Canada upgraded shares of Invesco from a “sector perform” rating to an “outperform” rating and boosted their target price for the company from $25.00 to $35.00 in a research report on Wednesday, January 21st. Weiss Ratings restated a “hold (c+)” rating on shares of Invesco in a research report on Monday, December 29th. Citigroup upped their target price on Invesco from $22.00 to $25.00 and gave the stock a “neutral” rating in a research note on Monday, September 29th. Fundamental Research set a $27.00 price target on Invesco in a research note on Friday, October 31st. Finally, The Goldman Sachs Group set a $28.75 price objective on Invesco in a research report on Thursday, January 15th. Five equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus price target of $26.36.

Invesco Price Performance

Invesco stock opened at $28.39 on Monday. The stock has a 50-day moving average price of $26.46 and a two-hundred day moving average price of $23.58. Invesco Ltd. has a 12 month low of $11.60 and a 12 month high of $29.61. The company has a market capitalization of $12.63 billion, a PE ratio of 19.31, a P/E/G ratio of 0.49 and a beta of 1.65. The company has a current ratio of 1.23, a quick ratio of 1.23 and a debt-to-equity ratio of 0.85.

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

Invesco Dividend Announcement

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

Invesco 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.