Invesco (NYSE:IVZ) Hits New 1-Year High Following Analyst Upgrade

21 Jan 2026, 15:54 by Renee Jackson · The Cerbat Gem

Invesco Ltd. (NYSE:IVZ – Get Free Report) hit a new 52-week high on Wednesday after Royal Bank Of Canada upgraded the stock from a sector perform rating to an outperform rating. Royal Bank Of Canada now has a $35.00 price target on the stock, up from their previous price target of $25.00. Invesco traded as high as $29.55 and last traded at $29.1610, with a volume of 3297753 shares. The stock had previously closed at $27.91.

Other analysts have also issued reports about the stock. BMO Capital Markets upped their target price on shares of Invesco from $28.00 to $30.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 10th. Morgan Stanley lifted their price target on shares of Invesco from $27.00 to $28.00 and gave the stock an “equal weight” rating in a research note on Wednesday, December 17th. Bank of America increased their price objective on shares of Invesco from $23.00 to $25.00 and gave the company a “neutral” rating in a research report on Thursday, October 2nd. Fundamental Research set a $27.00 price objective on shares of Invesco in a research report on Friday, October 31st. Finally, Wall Street Zen raised Invesco from a “hold” rating to a “buy” rating in a report on Saturday, January 10th. Six analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock currently has an average rating of “Hold” and an average target price of $26.36.

Read Our Latest Analysis on Invesco

Insider Transactions at Invesco

In other Invesco news, Director Douglas J. Sharp sold 160,000 shares of Invesco 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 transaction, the director directly owned 192 shares in the company, valued at approximately $4,523.52. The trade was a 99.88% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders own 1.21% of the company’s stock.

Institutional Trading of Invesco

Hedge funds have recently added to or reduced their stakes in the stock. Capital A Wealth Management LLC increased its holdings in shares of Invesco by 4,802.9% in the second quarter. Capital A Wealth Management LLC now owns 1,667 shares of the asset manager’s stock valued at $26,000 after purchasing an additional 1,633 shares during the period. CNB Bank purchased a new position in Invesco in the 3rd quarter valued at $26,000. Root Financial Partners LLC acquired a new position in Invesco in the 3rd quarter valued at $30,000. Sentry Investment Management LLC purchased a new position in Invesco during the 3rd quarter worth $30,000. Finally, American National Bank & Trust purchased a new position in Invesco during the 4th quarter worth $31,000. 66.09% of the stock is owned by institutional investors and hedge funds.

Invesco Price Performance

The company has a market cap of $12.99 billion, a price-to-earnings ratio of 19.85, a PEG ratio of 0.50 and a beta of 1.65. The company’s 50 day moving average price is $26.17 and its 200 day moving average price is $23.32. 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 – Get Free Report) last posted its quarterly earnings results on Tuesday, October 28th. The asset manager reported $0.61 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.44 by $0.17. Invesco had a net margin of 14.15% and a return on equity of 9.11%. The firm had revenue of $1.19 billion during the quarter, compared to analysts’ expectations of $1.17 billion. During the same period in the prior year, the company posted $0.44 earnings per share. The firm’s revenue for the quarter was up 7.4% on a year-over-year basis. Equities research analysts forecast that Invesco Ltd. will post 1.87 earnings per share for the current year.

Invesco Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Friday, November 14th were paid a $0.21 dividend. The ex-dividend date was Friday, November 14th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 2.9%. Invesco’s payout ratio is 57.14%.

Invesco Company Profile

(Get Free Report)

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.