Y Intercept Hong Kong Ltd Has $2.33 Million Stock Holdings in Invesco Ltd. $IVZ

Y Intercept Hong Kong Ltd lowered its position in shares of Invesco Ltd. (NYSE:IVZ) by 55.9% in the third quarter, HoldingsChannel reports. The firm owned 101,484 shares of the asset manager’s stock after selling 128,768 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Invesco were worth $2,328,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Capital A Wealth Management LLC boosted its holdings in shares of Invesco by 4,802.9% in the 2nd quarter. Capital A Wealth Management LLC now owns 1,667 shares of the asset manager’s stock worth $26,000 after acquiring an additional 1,633 shares in the last quarter. CNB Bank acquired a new position in Invesco in the third quarter worth $26,000. Root Financial Partners LLC acquired a new stake in shares of Invesco in the third quarter valued at $30,000. IFP Advisors Inc raised its holdings in shares of Invesco by 55.7% in the second quarter. IFP Advisors Inc now owns 2,127 shares of the asset manager’s stock valued at $34,000 after buying an additional 761 shares during the last quarter. Finally, Quent Capital LLC acquired a new position in Invesco during the 3rd quarter worth about $37,000. 66.09% of the stock is owned by institutional investors.

Key Headlines Impacting Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Adjusted Q4 results beat consensus — adjusted EPS of $0.62 topped estimates and revenue came in above Street expectations, driven by higher fee revenue. Invesco Q4 earnings top, revenue top consensus, helped by strong net inflows
• Positive Sentiment: Record AUM and strong net inflows — AUM reached roughly $2.17T and net flows were highlighted as a driver of revenue growth, improving the firm’s organic growth outlook. Invesco Ltd (IVZ) Q4 2025 Earnings Call Highlights
• Positive Sentiment: Dividend declared — board approved a quarterly cash dividend of $0.21 per share (annualized yield ~3.1%), with record date Feb 13 and payment Mar 3, supporting income-oriented buyers.
• Neutral Sentiment: Analyst and market reaction mixed — some outlets noted pre-market gains after the beats, and a few analysts flagged IVZ as a value/turnaround candidate; these views may support longer-term interest but haven’t clearly reversed intraday selling. 2 Portfolio Worthy Value Stocks to Consider After Q4 Results: GM, IVZ
• Negative Sentiment: Large non-cash impairment weighed on GAAP results — a $1.8 billion intangible impairment drove reported diluted EPS to a GAAP loss of $(2.61), subtracting roughly $3.01 from EPS. That sizable write-down is the main reason some investors are selling despite the adjusted-beat headlines. Invesco Reports Results for the Three Months and Year Ended December 31, 2025

Analyst Upgrades and Downgrades

A number of research analysts have commented on IVZ shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Invesco in a research report on Monday, December 29th. Fundamental Research set a $27.00 target price on shares of Invesco in a research note on Friday, October 31st. Morgan Stanley set a $29.00 price target on shares of Invesco in a report on Monday. Wall Street Zen upgraded Invesco from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Finally, Royal Bank Of Canada raised Invesco from a “sector perform” rating to an “outperform” rating and raised their price target for the stock from $25.00 to $35.00 in a research report on Wednesday, January 21st. Five investment analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Hold” and an average target price of $26.41.

Invesco Stock Performance

NYSE IVZ traded up $0.11 during trading on Wednesday, reaching $27.27. 413,483 shares of the company’s stock were exchanged, compared to its average volume of 5,769,606. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.23 and a quick ratio of 1.23. Invesco Ltd. has a fifty-two week low of $11.60 and a fifty-two week high of $29.61. The business has a 50 day moving average price of $26.68 and a 200-day moving average price of $23.73. The stock has a market capitalization of $12.14 billion, a P/E ratio of 18.55, a PEG ratio of 0.50 and a beta of 1.65.

Invesco (NYSE:IVZ) last announced its quarterly earnings results on Tuesday, January 27th. The asset manager reported $0.62 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.57 by $0.05. The business had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.24 billion. Invesco had a return on equity of 9.11% and a net margin of 14.15%.The company’s quarterly revenue was up 6.1% on a year-over-year basis. During the same quarter last year, the firm posted $0.52 EPS. Sell-side analysts forecast that Invesco Ltd. will post 1.87 earnings per share for the current fiscal year.

Invesco Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Shareholders of record on Friday, February 13th will be given a dividend of $0.21 per share. The ex-dividend date is Friday, February 13th. This represents a $0.84 annualized dividend and a yield of 3.1%. Invesco’s dividend payout ratio (DPR) is presently 57.14%.

Insider Activity at Invesco

In other Invesco news, Director Douglas J. Sharp sold 160,000 shares of Invesco stock in a transaction dated 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 completion of the sale, the director owned 192 shares in the company, valued at $4,523.52. The trade was a 99.88% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Company insiders own 1.21% 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.