ARGA Investment Management LP Reduces Holdings in Invesco Ltd. $IVZ

ARGA Investment Management LP lessened its position in shares of Invesco Ltd. (NYSE:IVZ) by 36.1% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 66,425 shares of the asset manager’s stock after selling 37,573 shares during the quarter. ARGA Investment Management LP’s holdings in Invesco were worth $1,524,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in IVZ. KLP Kapitalforvaltning AS increased its stake in Invesco by 0.7% during the third quarter. KLP Kapitalforvaltning AS now owns 97,000 shares of the asset manager’s stock worth $2,225,000 after acquiring an additional 700 shares during the last quarter. IFP Advisors Inc grew its holdings in shares of Invesco by 55.7% during the 2nd quarter. IFP Advisors Inc now owns 2,127 shares of the asset manager’s stock worth $34,000 after purchasing an additional 761 shares during the period. Forum Financial Management LP increased its position in shares of Invesco by 4.8% during the 2nd quarter. Forum Financial Management LP now owns 17,327 shares of the asset manager’s stock worth $273,000 after purchasing an additional 791 shares during the last quarter. Russell Investments Group Ltd. increased its position in shares of Invesco by 0.8% during the 2nd quarter. Russell Investments Group Ltd. now owns 102,584 shares of the asset manager’s stock worth $1,618,000 after purchasing an additional 792 shares during the last quarter. Finally, UMB Bank n.a. raised its holdings in Invesco by 45.8% in the 2nd quarter. UMB Bank n.a. now owns 2,623 shares of the asset manager’s stock valued at $41,000 after buying an additional 824 shares during the period. 66.09% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: RBC Capital upgraded IVZ to Outperform and highlighted a QQQ/ETF-related earnings tailwind that could lift fee and AUM trends, supporting upside momentum. Assessing Invesco (IVZ) Valuation After RBC Capital’s Outperform Upgrade And QQQ ETF Earnings Tailwind
• Positive Sentiment: JPMorgan raised its price target on Invesco to $30, signaling analyst conviction that shares have more upside from current levels. JPMorgan Chase & Co. Increases Invesco (NYSE:IVZ) Price Target to $30.00
• Positive Sentiment: Multiple outlets (Zacks, MSN) and value-oriented writeups are pitching IVZ as an attractive long-term value play based on its earnings beat history, rising revenue and low relative valuation metrics. These stories can support longer-term buying interest. Why Invesco (IVZ) is a top value stock for the long term
• Positive Sentiment: Following analyst upgrades, IVZ hit a new 1-year high earlier this week — a technical sign that bullish analyst action has already driven positive price momentum. Invesco (NYSE:IVZ) Hits New 1-Year High After Analyst Upgrade
• Neutral Sentiment: Analysts and research pieces are digging into IVZ’s Q4 metrics beyond EPS and revenue (e.g., flows, margins, ETF performance); investors are awaiting the quarter for clearer guidance on fee trends and AUM. Exploring Analyst Estimates for Invesco (IVZ) Q4 Earnings, Beyond Revenue and EPS
• Neutral Sentiment: Corporate moves such as the Invesco Global Equity Income/FRGT merger are being reviewed for shareholder impact; these are longer-term structural items rather than immediate price drivers. Invesco Global Equity Income: How will FRGT merger benefit shareholders?
• Negative Sentiment: Some analysts and writers (Seeking Alpha) argue IVZ may have reached a “ceiling of fair value,” warning that recent upgrades and the move to a 1‑year high may have priced in much of the upside and increase risk of profit-taking. Invesco: Asset Manager Hits Ceiling Of Fair Value

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on the stock. The Goldman Sachs Group set a $28.75 price target on shares of Invesco in a research report on Thursday, January 15th. Citigroup lifted their target price on shares of Invesco from $22.00 to $25.00 and gave the company a “neutral” rating in a report on Monday, September 29th. Royal Bank Of Canada raised Invesco from a “sector perform” rating to an “outperform” rating and boosted their target price for the company from $25.00 to $35.00 in a research report on Wednesday. Fundamental Research set a $27.00 price target on Invesco in a research report on Friday, October 31st. Finally, Morgan Stanley boosted their price objective on Invesco from $27.00 to $28.00 and gave the company an “equal weight” rating in a report on Wednesday, December 17th. Five equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average price target of $26.36.

Invesco Trading Down 2.9%

NYSE:IVZ opened at $28.39 on Friday. Invesco Ltd. has a 1 year low of $11.60 and a 1 year high of $29.61. The stock has a market cap of $12.63 billion, a P/E ratio of 19.31, a P/E/G ratio of 0.51 and a beta of 1.65. The company has a debt-to-equity ratio of 0.85, a quick ratio of 1.23 and a current ratio of 1.23. The stock has a 50-day simple moving average of $26.46 and a 200-day simple moving average of $23.48.

Invesco (NYSE:IVZ) last posted its earnings results on Tuesday, October 28th. The asset manager reported $0.61 earnings per share for the quarter, topping the consensus estimate of $0.44 by $0.17. The firm had revenue of $1.19 billion during the quarter, compared to analysts’ expectations 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 in the previous year, the business earned $0.44 earnings per share. As a group, analysts anticipate that Invesco Ltd. will post 1.87 earnings per share for the current fiscal year.

Invesco Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Friday, November 14th were paid a dividend of $0.21 per share. This represents a $0.84 annualized dividend and a yield of 3.0%. The ex-dividend date was Friday, November 14th. Invesco’s dividend payout ratio (DPR) is currently 57.14%.

Insiders Place Their Bets

In other Invesco news, Director Douglas J. Sharp sold 160,000 shares of the firm’s stock in a transaction dated 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 transaction, the director owned 192 shares of the company’s stock, valued at approximately $4,523.52. This trade represents a 99.88% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 1.21% of the stock is currently owned by company insiders.

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.