Bayforest Capital Ltd Makes New Investment in Invesco Ltd. $IVZ

13 Sep 2025, 08:09 by Sarita Garza · The Markets Daily

Bayforest Capital Ltd purchased a new position in Invesco Ltd. (NYSE:IVZ – Free Report) in the first quarter, HoldingsChannel reports. The institutional investor purchased 6,491 shares of the asset manager’s stock, valued at approximately $98,000.

A number of other institutional investors also recently made changes to their positions in IVZ. Goldman Sachs Group Inc. boosted its stake in shares of Invesco by 99.6% in the 1st quarter. Goldman Sachs Group Inc. now owns 7,026,920 shares of the asset manager’s stock valued at $106,598,000 after purchasing an additional 3,507,150 shares in the last quarter. AQR Capital Management LLC boosted its stake in shares of Invesco by 35.4% in the 1st quarter. AQR Capital Management LLC now owns 11,028,524 shares of the asset manager’s stock valued at $165,262,000 after purchasing an additional 2,882,928 shares in the last quarter. Nuveen LLC purchased a new stake in shares of Invesco in the 1st quarter valued at $29,138,000. Jefferies Financial Group Inc. purchased a new stake in shares of Invesco in the 1st quarter valued at $14,433,000. Finally, Principal Financial Group Inc. boosted its stake in shares of Invesco by 177.3% in the 1st quarter. Principal Financial Group Inc. now owns 1,398,364 shares of the asset manager’s stock valued at $21,213,000 after purchasing an additional 894,105 shares in the last quarter. Hedge funds and other institutional investors own 66.09% of the company’s stock.

Invesco Trading Down 0.5%

NYSE:IVZ opened at $22.43 on Friday. The company has a 50-day moving average price of $20.61 and a 200-day moving average price of $16.78. Invesco Ltd. has a 12 month low of $11.60 and a 12 month high of $22.78. The company has a current ratio of 1.30, a quick ratio of 1.30 and a debt-to-equity ratio of 0.88. The stock has a market cap of $10.00 billion, a price-to-earnings ratio of 24.12, a P/E/G ratio of 1.26 and a beta of 1.58.

Invesco (NYSE:IVZ – Get Free Report) last posted its earnings results on Tuesday, July 22nd. The asset manager reported $0.36 EPS for the quarter, missing the consensus estimate of $0.41 by ($0.05). Invesco had a return on equity of 8.60% and a net margin of 10.68%.The company had revenue of $1.10 billion during the quarter, compared to analysts’ expectations of $1.09 billion. During the same period in the prior year, the business posted $0.43 earnings per share. The company’s revenue for the quarter was up 2.2% on a year-over-year basis. Equities analysts predict that Invesco Ltd. will post 1.87 EPS for the current year.

Invesco Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, September 2nd. Shareholders of record on Thursday, August 14th were paid a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a yield of 3.7%. The ex-dividend date was Thursday, August 14th. Invesco’s dividend payout ratio (DPR) is currently 90.32%.

Wall Street Analysts Forecast Growth

IVZ has been the subject of a number of research reports. Royal Bank Of Canada reaffirmed a “sector perform” rating and issued a $16.00 price objective (up previously from $14.00) on shares of Invesco in a research note on Thursday, July 10th. Evercore ISI reaffirmed a “positive” rating on shares of Invesco in a research note on Friday, September 5th. The Goldman Sachs Group upped their price target on shares of Invesco from $16.25 to $16.75 and gave the company a “neutral” rating in a report on Friday, June 27th. Barclays increased their price target on shares of Invesco from $17.00 to $22.00 and gave the company an “equal weight” rating in a research report on Wednesday, July 23rd. Finally, Wells Fargo & Company raised shares of Invesco from an “underweight” rating to an “equal weight” rating and increased their price target for the company from $14.50 to $18.00 in a research report on Friday, July 11th. Three research analysts have rated the stock with a Buy rating and thirteen have given a Hold rating to the company’s stock. Based on data from MarketBeat, Invesco has a consensus rating of “Hold” and a consensus target price of $19.38.

View Our Latest Report on IVZ

Insiders Place Their Bets

In other Invesco news, Director Stephanie Butcher sold 103,192 shares of the firm’s stock in a transaction dated Wednesday, September 10th. The shares were sold at an average price of $22.12, for a total transaction of $2,282,607.04. Following the completion of the sale, the director directly owned 29,855 shares in the company, valued at approximately $660,392.60. This trade represents a 77.56% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Corporate insiders own 1.21% of the company’s stock.

About Invesco

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