Invesco (NYSE:IVZ) Trading Down 6.1% – Time to Sell?
by Michael Walen · The Markets DailyInvesco Ltd. (NYSE:IVZ – Get Free Report)’s stock price fell 6.1% during mid-day trading on Tuesday . The company traded as low as $27.09 and last traded at $26.8740. 3,187,458 shares changed hands during mid-day trading, a decline of 43% from the average session volume of 5,547,892 shares. The stock had previously closed at $28.63.
Key Headlines Impacting Invesco
Here are the key news stories impacting Invesco this week:
- Positive Sentiment: Q4 results beat expectations: Invesco reported stronger-than-expected revenue and EPS and cited robust net inflows and higher assets under management, supporting revenue growth and investor confidence. Invesco Q4 earnings top, revenue top consensus, helped by strong net inflows
- Positive Sentiment: Market positioning and inflows highlighted: coverage notes record AUM and ongoing strategic partnerships that helped offset some one-time items and underpin longer-term revenue stability. Invesco Ltd (IVZ) Q4 2025 Earnings Call Highlights
- Positive Sentiment: Analyst upgrades and price-target lift: Argus raised its price target to $32 and multiple Zacks pieces moved IVZ to a Zacks Rank #1 (Strong Buy), increasing short-term optimism and drawing momentum/income-focused buyers. Argus price target raise / coverage summary
- Positive Sentiment: Dividend announced: Invesco declared a quarterly dividend of $0.21 (annualized ~3.1% yield), which supports income-oriented investor demand and reduces downside volatility around the name.
- Neutral Sentiment: Some analysts remain cautious: J.P. Morgan maintained a “hold” rating on IVZ, which tempers the unanimous-bull narrative and may limit upside from certain institutional investors. J.P. Morgan Sticks to Their Hold Rating for Invesco (IVZ)
- Negative Sentiment: One-time impairment hit: coverage points to an impairment-driven Q4 loss that weighed on net income — a reminder that non-recurring charges can depress reported earnings even while underlying flows and revenue trends are healthy. Invesco Posts Strong Inflows and Higher AUM Despite Impairment-Driven Q4 Loss
Wall Street Analysts Forecast Growth
A number of equities research analysts have weighed in on IVZ shares. Evercore ISI lifted their price target on shares of Invesco from $24.00 to $26.00 and gave the stock an “in-line” rating in a research note on Thursday, October 9th. TD Cowen set a $34.50 price target on Invesco in a research note on Wednesday. The Goldman Sachs Group upped their target price on shares of Invesco from $28.75 to $29.50 and gave the stock a “neutral” rating in a research note on Wednesday. BMO Capital Markets boosted their price target on Invesco from $28.00 to $30.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 10th. Finally, Bank of America raised their target price on shares of Invesco from $23.00 to $25.00 and gave the stock a “neutral” rating in a research note on Thursday, October 2nd. Five research analysts have rated the stock with a Buy rating and eleven have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $27.93.
View Our Latest Stock Analysis on Invesco
Invesco Stock Up 0.6%
The company has a quick ratio of 1.23, a current ratio of 1.23 and a debt-to-equity ratio of 0.83. The stock has a market cap of $12.34 billion, a price-to-earnings ratio of -17.32, a PEG ratio of 0.47 and a beta of 1.65. The stock has a 50 day simple moving average of $26.87 and a 200 day simple moving average of $23.78.
Invesco (NYSE:IVZ – Get Free Report) last issued its quarterly earnings data on Tuesday, January 27th. The asset manager reported $0.62 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.58 by $0.04. The business had revenue of $1.26 billion during the quarter, compared to the consensus estimate of $1.24 billion. Invesco had a negative net margin of 6.92% and a positive return on equity of 9.69%. The firm’s quarterly revenue was up 6.1% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.52 EPS. As a group, analysts expect that Invesco Ltd. will post 1.87 earnings per share for the current fiscal year.
Invesco Dividend Announcement
The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Friday, February 13th will be issued a $0.21 dividend. The ex-dividend date is Friday, February 13th. This represents a $0.84 annualized dividend and a dividend yield of 3.0%. Invesco’s payout ratio is currently 57.14%.
Insider Activity
In related news, Director Douglas J. Sharp sold 160,000 shares of the company’s stock in a transaction that occurred on Friday, October 31st. The stock was sold at an average price of $23.56, for a total transaction of $3,769,600.00. Following the completion of the transaction, the director owned 192 shares in the company, valued at $4,523.52. This represents a 99.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 1.21% of the stock is owned by insiders.
Institutional Investors Weigh In On Invesco
Several hedge funds and other institutional investors have recently made changes to their positions in IVZ. Integrated Wealth Concepts LLC purchased a new position in Invesco in the 1st quarter worth approximately $563,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in Invesco by 7.2% in the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 35,767 shares of the asset manager’s stock worth $543,000 after purchasing an additional 2,393 shares during the period. Woodline Partners LP lifted its holdings in Invesco by 40.2% during the 1st quarter. Woodline Partners LP now owns 37,850 shares of the asset manager’s stock valued at $574,000 after buying an additional 10,859 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its holdings in Invesco by 1.2% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,046,667 shares of the asset manager’s stock worth $15,878,000 after purchasing an additional 12,685 shares during the period. Finally, Park Avenue Securities LLC purchased a new position in shares of Invesco during the second quarter valued at $263,000. Hedge funds and other institutional investors own 66.09% of the company’s stock.
About Invesco
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.