Andrew Tak Shing Lo Sells 42,530 Shares of Invesco (NYSE:IVZ) Stock

Invesco Ltd. (NYSE:IVZ) Director Andrew Tak Shing Lo sold 42,530 shares of Invesco stock in a transaction that occurred on Tuesday, September 8th. The stock was sold at an average price of $32.84, for a total value of $1,396,685.20. Following the completion of the transaction, the director directly owned 913,317 shares in the company, valued at approximately $29,993,330.28. This represents a 4.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link.

Andrew Tak Shing Lo also recently made the following trade(s):

• On Wednesday, September 9th, Andrew Tak Shing Lo sold 100,840 shares of Invesco stock. The shares were sold at an average price of $32.20, for a total value of $3,247,048.00.

Invesco Stock Performance

NYSE:IVZ opened at $32.34 on Friday. The company has a debt-to-equity ratio of 1.00, a quick ratio of 1.31 and a current ratio of 1.31. Invesco Ltd. has a fifty-two week low of $20.67 and a fifty-two week high of $33.66. The company has a 50 day simple moving average of $31.02 and a two-hundred day simple moving average of $27.69. The company has a market capitalization of $14.33 billion, a PE ratio of -47.55, a P/E/G ratio of 0.46 and a beta of 1.63.

Invesco (NYSE:IVZ) last issued its quarterly earnings results on Tuesday, July 28th. The asset manager reported $0.71 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.67 by $0.04. Invesco had a negative net margin of 0.93% and a positive return on equity of 12.83%. The firm had revenue of $1.33 billion for the quarter, compared to the consensus estimate of $1.32 billion. During the same quarter in the previous year, the company earned $0.36 EPS. The company’s revenue for the quarter was up 20.5% on a year-over-year basis. Research analysts anticipate that Invesco Ltd. will post 2.82 earnings per share for the current year.

Invesco Dividend Announcement

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

Analyst Ratings Changes

A number of analysts have weighed in on the company. Weiss Ratings upgraded Invesco from a “hold (c-)” rating to a “hold (c)” rating in a report on Monday, June 29th. Keefe, Bruyette & Woods initiated coverage on Invesco in a research report on Wednesday. They set an “outperform” rating and a $39.00 target price on the stock. Evercore set a $35.00 target price on Invesco in a research note on Monday, August 10th. Morgan Stanley boosted their price target on Invesco from $29.00 to $30.00 and gave the company an “equal weight” rating in a research note on Friday, July 17th. Finally, Jefferies Financial Group upgraded Invesco to a “hold” rating in a report on Tuesday, June 30th. Four investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Hold” and a consensus price target of $31.46.

Key Stories Impacting Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Keefe, Bruyette & Woods initiated coverage of Invesco with an “outperform” rating and a $39 price target. The target suggests potential upside from recent trading levels and provides a bullish new analyst view. Keefe Bruyette and Woods coverage initiation
• Positive Sentiment: Invesco announced its assets under management for August 31, 2026. Monthly AUM data is closely watched because higher assets can support management-fee revenue and profitability, although the release details provided do not specify the month’s change. Invesco August 2026 assets under management announcement
• Neutral Sentiment: Invesco’s Limited Term California Municipal Fund published its second-quarter 2026 commentary. The update is relevant to fundholders but has limited direct impact on Invesco’s consolidated earnings. Invesco Limited Term California Municipal Fund commentary
• Negative Sentiment: Several insiders sold shares recently. CFO Laura Dukes sold 31,075 shares for about $1.03 million; Director Stephanie Butcher sold 45,095 shares for about $1.46 million; and Director Andrew Tak Shing Lo sold 143,370 shares in two transactions totaling about $4.64 million. The sales reduced their positions and may signal caution, although Lo continues to hold a substantial stake. Invesco insider selling report

Hedge Funds Weigh In On Invesco

Institutional investors have recently made changes to their positions in the stock. Integrated Wealth Concepts LLC bought a new position in shares of Invesco during the 1st quarter worth about $563,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its position in Invesco by 7.2% in the 1st quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 35,767 shares of the asset manager’s stock valued at $543,000 after buying an additional 2,393 shares in the last quarter. Woodline Partners LP raised its stake in Invesco by 40.2% during the 1st quarter. Woodline Partners LP now owns 37,850 shares of the asset manager’s stock worth $574,000 after buying an additional 10,859 shares during the period. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its stake 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 buying an additional 12,685 shares during the period. Finally, Baird Financial Group Inc. boosted its holdings in Invesco by 6.6% in the second quarter. Baird Financial Group Inc. now owns 102,407 shares of the asset manager’s stock worth $1,615,000 after acquiring an additional 6,341 shares in the last quarter. Institutional investors and hedge funds own 66.09% of the company’s stock.

Invesco Company Profile

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.