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

by · The Markets Daily

Invesco Ltd. (NYSE:IVZ – Get Free Report) Director Andrew Tak Shing Lo sold 100,840 shares of the stock in a transaction dated Wednesday, September 9th. The stock was sold at an average price of $32.20, for a total value of $3,247,048.00. Following the sale, the director owned 812,477 shares of the company’s stock, valued at $26,161,759.40. This represents a 11.04% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed 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 stock was sold at an average price of $32.84, for a total transaction of $1,396,685.20.

Invesco Price Performance

Shares of Invesco stock traded down $0.07 during trading hours on Thursday, reaching $32.02. The company’s stock had a trading volume of 1,543,021 shares, compared to its average volume of 5,341,796. The firm has a 50 day moving average price of $30.81 and a 200-day moving average price of $27.62. The company has a debt-to-equity ratio of 1.00, a current ratio of 1.31 and a quick ratio of 1.31. The stock has a market cap of $14.19 billion, a P/E ratio of -47.11, a P/E/G ratio of 0.47 and a beta of 1.63. Invesco Ltd. has a one year low of $20.67 and a one year high of $33.66.

Invesco (NYSE:IVZ – Get Free Report) last announced its earnings results on Tuesday, July 28th. The asset manager reported $0.71 earnings per share for the quarter, beating the consensus estimate of $0.67 by $0.04. The business had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.32 billion. Invesco had a negative net margin of 0.93% and a positive return on equity of 12.83%. The business’s revenue for the quarter was up 20.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $0.36 earnings per share. On average, analysts predict that Invesco Ltd. will post 2.82 EPS for the current year.

Invesco Dividend Announcement

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

Trending Headlines about Invesco

Here are the key news stories impacting Invesco this week:

  • Positive Sentiment: Keefe, Bruyette & Woods initiated coverage with a “moderate buy”/“outperform” rating and a $39 price target, implying meaningful upside from recent trading levels. Keefe, Bruyette & Woods coverage and AUM expansion analysis
  • Positive Sentiment: Evercore ISI raised its price target to $37 from $35 while maintaining an “in line” rating, signaling improved valuation expectations even without a bullish recommendation. Evercore ISI price-target update
  • Positive Sentiment: Analysts highlighted Invesco’s diversified investment platform, resilient inflows and global reach as potential drivers of continued assets-under-management and revenue growth. Recent institutional ownership data also showed several large investors increasing their positions. Invesco AUM expansion strategy
  • Neutral Sentiment: Commentary on the Invesco Limited Term California Municipal Fund provides product-level market and portfolio insight but does not appear to introduce a material new catalyst for Invesco’s parent company. Invesco Limited Term California Municipal Fund Q2 2026 Commentary
  • Negative Sentiment: CFO Laura Dukes sold 31,075 shares for approximately $1.03 million, reducing her holdings by 10.71%. She still owns about 259,183 shares, so the transaction may reflect personal liquidity or diversification rather than a clear change in business outlook. Laura Dukes Invesco insider sale
  • Negative Sentiment: Zacks Research downgraded IVZ from “strong buy” to “hold.” The broader analyst consensus remains “hold,” which could limit near-term upside despite the higher individual price targets.

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on IVZ shares. Royal Bank Of Canada lowered shares of Invesco from an “outperform” rating to a “hold” rating and set a $39.00 price objective on the stock. in a report on Thursday, August 13th. Barclays lifted their price target on Invesco from $31.00 to $32.00 and gave the company an “equal weight” rating in a report on Wednesday, July 29th. Evercore set a $35.00 price objective on Invesco in a research note on Monday, August 10th. Weiss Ratings raised Invesco from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, June 29th. Finally, JPMorgan Chase & Co. lifted their target price on Invesco from $29.00 to $29.50 and gave the company a “neutral” rating in a research note on Wednesday, July 29th. Four analysts have rated the stock with a Buy rating and twelve have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Hold” and an average price target of $31.46.

Read Our Latest Stock Report on Invesco

Hedge Funds Weigh In On Invesco

A number of large investors have recently added to or reduced their stakes in the stock. California State Teachers Retirement System grew its stake in shares of Invesco by 2,495.9% during the second quarter. California State Teachers Retirement System now owns 10,837,212 shares of the asset manager’s stock worth $285,994,000 after purchasing an additional 10,419,736 shares in the last quarter. Invesco Ltd. acquired a new stake in Invesco during the fourth quarter worth approximately $230,391,000. Price T Rowe Associates Inc. MD lifted its position in shares of Invesco by 368.4% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 6,729,393 shares of the asset manager’s stock worth $176,782,000 after buying an additional 5,292,867 shares during the last quarter. Norges Bank acquired a new position in shares of Invesco in the 4th quarter valued at $102,523,000. Finally, Samlyn Capital LLC acquired a new position in shares of Invesco in the 3rd quarter valued at $44,567,000. 66.09% of the stock is currently owned by institutional investors and hedge funds.

Invesco Company Profile

(Get Free Report)

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.

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