Invesco (NYSE:IVZ) Stock Rating Upgraded by Wall Street Zen

Invesco (NYSE:IVZ) was upgraded by equities researchers at Wall Street Zen from a “hold” rating to a “buy” rating in a report released on Saturday, Wall Street Zen reports.

A number of other research analysts have also weighed in on IVZ. Royal Bank Of Canada lowered Invesco from an “outperform” rating to a “hold” rating and set a $39.00 price objective on the stock. in a report on Thursday, August 13th. JPMorgan Chase & Co. raised their target price on Invesco from $29.00 to $29.50 and gave the company a “neutral” rating in a report on Wednesday, July 29th. Morgan Stanley boosted their target price on shares of Invesco from $29.00 to $30.00 and gave the stock an “equal weight” rating in a research report on Friday, July 17th. Jefferies Financial Group raised shares of Invesco to a “hold” rating in a research note on Tuesday, June 30th. Finally, Barclays increased their price target on shares of Invesco from $31.00 to $32.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Four investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $31.46.

Invesco Price Performance

Shares of IVZ opened at $32.34 on Friday. Invesco has a twelve month low of $20.67 and a twelve month high of $33.66. The stock’s 50 day moving average is $31.02 and its two-hundred day moving average is $27.71. The firm has a market capitalization of $14.33 billion, a PE ratio of -47.55, 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 (NYSE:IVZ) last released its earnings results on Tuesday, July 28th. The asset manager reported $0.71 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.67 by $0.04. The company had revenue of $1.33 billion for the quarter, compared to analysts’ expectations of $1.32 billion. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%.The firm’s quarterly revenue was up 20.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $0.36 EPS. Research analysts anticipate that Invesco will post 2.82 earnings per share for the current year.

Insider Transactions at Invesco

In other Invesco news, CFO Laura Dukes sold 31,075 shares of the company’s stock in a transaction dated Friday, September 4th. The shares were sold at an average price of $33.16, for a total value of $1,030,447.00. Following the transaction, the chief financial officer directly owned 259,183 shares in the company, valued at approximately $8,594,508.28. This represents a 10.71% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Stephanie Butcher sold 45,095 shares of the firm’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $32.28, for a total transaction of $1,455,666.60. Following the sale, the director directly owned 10,205 shares in the company, valued at $329,417.40. This represents a 81.55% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 219,540 shares of company stock valued at $7,129,847 in the last ninety days. Corporate insiders own 1.40% of the company’s stock.

Institutional Trading of Invesco

Several hedge funds and other institutional investors have recently bought and sold shares of the company. California State Teachers Retirement System lifted its stake in shares of Invesco by 2,495.9% during the 2nd quarter. California State Teachers Retirement System now owns 10,837,212 shares of the asset manager’s stock worth $285,994,000 after purchasing an additional 10,419,736 shares during the period. Invesco Ltd. purchased a new stake in shares of Invesco in the fourth quarter valued at $230,391,000. Price T Rowe Associates Inc. MD increased its stake in Invesco by 368.4% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 6,729,393 shares of the asset manager’s stock valued at $176,782,000 after purchasing an additional 5,292,867 shares during the last quarter. Norges Bank acquired a new position in Invesco in the fourth quarter valued at $102,523,000. Finally, Samlyn Capital LLC purchased a new position in Invesco during the third quarter worth about $44,567,000. 66.09% of the stock is owned by hedge funds and other institutional investors.

More Invesco News

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Keefe, Bruyette & Woods initiated coverage of Invesco with an “outperform” rating and a $39 price target. The target suggests potential upside from recent trading levels and provides a bullish new analyst view. Keefe Bruyette and Woods coverage initiation
• Positive Sentiment: Invesco announced its assets under management for August 31, 2026. Monthly AUM data is closely watched because higher assets can support management-fee revenue and profitability, although the release details provided do not specify the month’s change. Invesco August 2026 assets under management announcement
• Neutral Sentiment: Invesco’s Limited Term California Municipal Fund published its second-quarter 2026 commentary. The update is relevant to fundholders but has limited direct impact on Invesco’s consolidated earnings. Invesco Limited Term California Municipal Fund commentary
• Negative Sentiment: Several insiders sold shares recently. CFO Laura Dukes sold 31,075 shares for about $1.03 million; Director Stephanie Butcher sold 45,095 shares for about $1.46 million; and Director Andrew Tak Shing Lo sold 143,370 shares in two transactions totaling about $4.64 million. The sales reduced their positions and may signal caution, although Lo continues to hold a substantial stake. Invesco insider selling report

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.