Invesco (NYSE:IVZ) Cut to Hold at Wall Street Zen

16 Dec 2025, 08:19 by Danessa Lincoln · The Markets Daily

Wall Street Zen cut shares of Invesco (NYSE:IVZ – Free Report) from a buy rating to a hold rating in a research report report published on Saturday morning.

Several other equities analysts have also recently weighed in on IVZ. The Goldman Sachs Group cut their price objective on Invesco from $26.50 to $25.50 and set a “neutral” rating on the stock in a report on Tuesday, November 25th. Zacks Research downgraded shares of Invesco from a “strong-buy” rating to a “hold” rating in a report on Friday, December 5th. Fundamental Research set a $27.00 price target on shares of Invesco in a report on Friday, October 31st. BMO Capital Markets increased their price objective on shares of Invesco from $28.00 to $30.00 and gave the stock an “outperform” rating in a research report on Wednesday, December 10th. Finally, Royal Bank Of Canada raised their price objective on shares of Invesco from $23.00 to $25.00 and gave the stock a “sector perform” rating in a report on Thursday, October 30th. Five investment analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $23.97.

View Our Latest Research Report on Invesco

Invesco Trading Down 0.7%

Shares of NYSE IVZ opened at $26.07 on Friday. Invesco has a twelve month low of $11.60 and a twelve month high of $27.31. The stock has a market cap of $11.60 billion, a price-to-earnings ratio of 17.73, a P/E/G ratio of 0.64 and a beta of 1.66. The company has a quick ratio of 1.23, a current ratio of 1.23 and a debt-to-equity ratio of 0.85. The company’s fifty day moving average is $23.97 and its 200-day moving average is $21.03.

Invesco (NYSE:IVZ – Get Free Report) last issued its quarterly earnings data on Tuesday, October 28th. The asset manager reported $0.61 EPS for the quarter, topping the consensus estimate of $0.44 by $0.17. The business had revenue of $1.19 billion for the quarter, compared to the consensus estimate of $1.17 billion. Invesco had a return on equity of 9.11% and a net margin of 14.15%.The firm’s revenue was up 7.4% compared to the same quarter last year. During the same quarter last year, the business posted $0.44 EPS. Equities research analysts predict that Invesco will post 1.87 EPS for the current year.

Invesco Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, December 2nd. Stockholders of record on Friday, November 14th were issued a $0.21 dividend. The ex-dividend date was Friday, November 14th. This represents a $0.84 annualized dividend and a dividend yield of 3.2%. Invesco’s dividend payout ratio (DPR) is presently 57.14%.

Insider Activity

In related news, Director Douglas J. Sharp sold 160,000 shares of the 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 directly owned 192 shares of the company’s stock, valued at approximately $4,523.52. This represents a 99.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 1.21% of the company’s stock.

Institutional Investors Weigh In On Invesco

Several large investors have recently made changes to their positions in IVZ. KLP Kapitalforvaltning AS boosted its position in shares of Invesco by 46.1% during the 2nd quarter. KLP Kapitalforvaltning AS now owns 96,300 shares of the asset manager’s stock valued at $1,519,000 after acquiring an additional 30,400 shares during the last quarter. Jump Financial LLC increased its position in Invesco by 30.2% in the first quarter. Jump Financial LLC now owns 231,218 shares of the asset manager’s stock worth $3,508,000 after purchasing an additional 53,608 shares during the last quarter. Wellington Management Group LLP purchased a new stake in Invesco during the first quarter valued at $418,000. Asset Management One Co. Ltd. lifted its position in Invesco by 729.1% during the second quarter. Asset Management One Co. Ltd. now owns 108,246 shares of the asset manager’s stock valued at $1,707,000 after purchasing an additional 95,190 shares during the last quarter. Finally, Quilter Plc bought a new position in Invesco during the second quarter valued at $509,000. Institutional investors and hedge funds own 66.09% of the company’s stock.

Invesco Company Profile

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