Andrew Tak Shing Lo Sells 100,840 Shares of Invesco (NYSE:IVZ) Stock

Invesco Ltd. (NYSE:IVZ) Director Andrew Tak Shing Lo sold 100,840 shares of the company’s stock in a transaction that occurred on 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 sale, the director directly owned 812,477 shares in the company, valued at $26,161,759.40. This trade represents a 11.04% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink.

Andrew Tak Shing Lo also recently made the following trade(s):

• On Tuesday, September 8th, Andrew Tak Shing Lo sold 42,530 shares of Invesco stock. The shares were sold at an average price of $32.84, for a total transaction of $1,396,685.20.

Invesco Stock Up 1.3%

IVZ opened at $32.34 on Friday. The firm has a market capitalization of $14.33 billion, a P/E ratio of -47.55, a price-to-earnings-growth ratio of 0.46 and a beta of 1.63. Invesco Ltd. has a one year low of $20.67 and a one year high of $33.66. The company has a fifty day moving average price of $31.02 and a 200-day moving average price of $27.69. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.31 and a quick ratio of 1.31.

Invesco (NYSE:IVZ) last issued its quarterly earnings data on Tuesday, July 28th. The asset manager reported $0.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.67 by $0.04. The company had revenue of $1.33 billion for the quarter, compared to the consensus estimate 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 revenue was up 20.5% compared to the same quarter last year. During the same quarter last year, the business posted $0.36 earnings per share. Equities research analysts expect that Invesco Ltd. will post 2.82 earnings per share for the current fiscal year.

Invesco Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, September 2nd. Shareholders of record on Friday, August 14th were issued a $0.215 dividend. The ex-dividend date of this dividend was Friday, August 14th. This represents a $0.86 annualized dividend and a dividend yield of 2.7%. Invesco’s dividend payout ratio (DPR) is presently -126.47%.

Hedge Funds Weigh In On Invesco

A number of large investors have recently modified their holdings of IVZ. Sequoia Financial Advisors LLC boosted its stake in Invesco by 45.7% in the second quarter. Sequoia Financial Advisors LLC now owns 58,792 shares of the asset manager’s stock worth $1,552,000 after buying an additional 18,451 shares in the last quarter. MCF Advisors LLC raised its stake in shares of Invesco by 15.9% during the second quarter. MCF Advisors LLC now owns 6,782 shares of the asset manager’s stock worth $179,000 after acquiring an additional 930 shares in the last quarter. Engineers Gate Manager LP raised its stake in shares of Invesco by 47.0% during the second quarter. Engineers Gate Manager LP now owns 1,354,613 shares of the asset manager’s stock worth $35,748,000 after acquiring an additional 433,287 shares in the last quarter. NewEdge Advisors LLC lifted its holdings in shares of Invesco by 229.7% in the 2nd quarter. NewEdge Advisors LLC now owns 222,541 shares of the asset manager’s stock worth $5,873,000 after acquiring an additional 155,038 shares during the last quarter. Finally, IFP Advisors Inc lifted its holdings in shares of Invesco by 52.8% in the 2nd quarter. IFP Advisors Inc now owns 10,879 shares of the asset manager’s stock worth $287,000 after acquiring an additional 3,760 shares during the last quarter. 66.09% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts have recently commented on IVZ shares. TD Cowen boosted their price objective on Invesco from $37.00 to $39.00 and gave the stock a “buy” rating in a report on Thursday, August 13th. Weiss Ratings upgraded shares of Invesco from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, June 29th. Royal Bank Of Canada cut shares of Invesco from an “outperform” rating to a “hold” rating and set a $39.00 price target for the company. in a research note on Thursday, August 13th. Morgan Stanley increased their price target on shares of Invesco from $29.00 to $30.00 and gave the stock an “equal weight” rating in a report on Friday, July 17th. Finally, Barclays raised their price objective on shares of Invesco from $31.00 to $32.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 29th. Four analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company. According to data from MarketBeat.com, Invesco currently has an average rating of “Hold” and an average target price of $31.46.

Key Headlines Impacting Invesco

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

Invesco Company Profile

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.