Invesco (NYSE:IVZ) Raised to “Buy” at Wall Street Zen

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

Several other equities research analysts have also commented on the stock. Barclays boosted their price objective on shares of Invesco from $31.00 to $32.00 and gave the stock an “equal weight” rating in a research note on Wednesday, July 29th. Royal Bank Of Canada raised their target price on shares of Invesco from $35.00 to $36.00 and gave the company an “outperform” rating in a research note on Friday. TD Cowen raised their target price on shares of Invesco from $37.00 to $39.00 and gave the company a “buy” rating in a research note on Thursday, August 13th. Zacks Research lowered shares of Invesco from a “strong-buy” rating to a “hold” rating in a report on Monday, September 7th. Finally, Jefferies Financial Group raised Invesco to a “hold” rating in a research report on Tuesday, June 30th. One equities research analyst has rated the stock with a Strong Buy rating, five have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $32.96.

Invesco Stock Performance

Shares of IVZ opened at $29.50 on Friday. The company has a 50-day simple moving average of $31.56 and a two-hundred day simple moving average of $28.56. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.31 and a quick ratio of 1.31. The firm has a market capitalization of $13.08 billion, a PE ratio of -43.38, a price-to-earnings-growth ratio of 0.43 and a beta of 1.65. Invesco has a one year low of $20.67 and a one year high of $33.66.

Invesco (NYSE:IVZ) last posted its earnings results on Tuesday, July 28th. The asset manager reported $0.71 earnings per share for the quarter, topping analysts’ consensus estimates of $0.67 by $0.04. Invesco had a positive return on equity of 12.83% and a negative net margin of 0.93%. The firm had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.32 billion. During the same quarter in the prior year, the business earned $0.36 EPS. The business’s revenue for the quarter was up 20.5% on a year-over-year basis. On average, analysts anticipate that Invesco will post 2.83 EPS for the current fiscal year.

Insider Buying and Selling

In related news, Director Phoebe A. Wood sold 3,000 shares of the company’s stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $32.44, for a total value of $97,320.00. Following the transaction, the director owned 107,111 shares in the company, valued at $3,474,680.84. The trade was a 2.72% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Andrew Tak Shing Lo sold 100,840 shares of the company’s stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $32.20, for a total transaction of $3,247,048.00. Following the completion of the transaction, the director owned 812,477 shares in the company, valued at approximately $26,161,759.40. The trade was a 11.04% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 222,540 shares of company stock valued at $7,227,167 over the last ninety days. Insiders own 1.40% of the company’s stock.

Institutional Trading of Invesco

Several institutional investors have recently bought and sold shares of the company. Sound Income Strategies LLC purchased a new position in Invesco in the third quarter worth about $672,000. Riversedge Advisors LLC bought a new position in shares of Invesco in the third quarter worth approximately $221,000. Wedmont Private Capital lifted its stake in shares of Invesco by 4.8% in the third quarter. Wedmont Private Capital now owns 24,013 shares of the asset manager’s stock worth $723,000 after buying an additional 1,093 shares in the last quarter. LifeGoal Investments LLC purchased a new stake in shares of Invesco during the third quarter valued at approximately $232,000. Finally, GAMMA Investing LLC grew its holdings in shares of Invesco by 5.7% during the third quarter. GAMMA Investing LLC now owns 41,904 shares of the asset manager’s stock valued at $1,264,000 after buying an additional 2,248 shares during the last quarter. 66.09% of the stock is owned by hedge funds and other institutional investors.

Invesco News Summary

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Analyst sentiment improved: UBS upgraded Invesco to “strong-buy,” while RBC raised its price target from $35 to $36 and maintained an “outperform” rating. The new target implies meaningful upside from recent trading levels. Invesco analyst upgrade and price target report
• Positive Sentiment: Long-term growth thesis remains intact: A Seeking Alpha analysis argues that Invesco is a growing asset manager whose valuation reflects overly pessimistic expectations. Its dividend profile may also appeal to income-focused investors, although the Zacks article does not announce a new dividend increase. Invesco growth and valuation analysis
• Neutral Sentiment: Technical signal is mixed: Invesco shares crossed above their 200-day moving average, often viewed as a constructive trend signal, but the accompanying analysis questions whether the move is an opportunity to sell. Invesco 200-day moving average analysis
• Negative Sentiment: September AUM declined: Preliminary assets under management fell 0.9% month over month to $2.5378 trillion as of September 30. Market losses, foreign-exchange headwinds and net outflows weighed on the key revenue driver, potentially explaining some pressure on the stock despite favorable analyst calls. Invesco September 2026 assets under management announcement

About Invesco

Invesco Ltd. (NYSE: IVZ) is a global independent investment management firm that provides investment products and services to individuals, financial advisers, institutions and other clients. The company manages assets across public and private markets and serves clients through a range of investment strategies.

Its offerings include exchange-traded funds, mutual funds, separately managed accounts, institutional mandates and alternative investments. Invesco provides exposure to equities, fixed income, commodities, multi-asset strategies and other asset classes, with both actively managed and index-based investment solutions.

Headquartered in Atlanta, Georgia, Invesco serves clients across North America, Europe, Asia-Pacific and other international markets through offices and investment teams around the world.