Sequoia Financial Advisors LLC Buys 17,798 Shares of Invesco Ltd. $IVZ

Sequoia Financial Advisors LLC boosted its stake in Invesco Ltd. (NYSE:IVZ) by 177.2% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 27,841 shares of the asset manager’s stock after acquiring an additional 17,798 shares during the period. Sequoia Financial Advisors LLC’s holdings in Invesco were worth $639,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IVZ. Integrated Wealth Concepts LLC bought a new stake in shares of Invesco in the 1st quarter valued at $563,000. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. lifted its holdings in Invesco by 7.2% in the first 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 during the period. Woodline Partners LP boosted its position in Invesco by 40.2% during the first quarter. Woodline Partners LP now owns 37,850 shares of the asset manager’s stock valued at $574,000 after acquiring an additional 10,859 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its position in Invesco by 1.2% during the first 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 valued at $15,878,000 after acquiring an additional 12,685 shares during the last quarter. Finally, Wealth Enhancement Advisory Services LLC grew its holdings in Invesco by 12.1% during the 2nd quarter. Wealth Enhancement Advisory Services LLC now owns 128,882 shares of the asset manager’s stock worth $2,156,000 after acquiring an additional 13,926 shares during the period. Institutional investors and hedge funds own 66.09% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently issued reports on IVZ shares. JPMorgan Chase & Co. boosted their price objective on Invesco from $27.00 to $30.00 and gave the company a “neutral” rating in a research note on Tuesday, January 20th. Morgan Stanley boosted their price target on Invesco from $27.00 to $28.00 and gave the company an “equal weight” rating in a research note on Wednesday, December 17th. Citigroup increased their price target on Invesco from $22.00 to $25.00 and gave the stock a “neutral” rating in a report on Monday, September 29th. Royal Bank Of Canada upgraded shares of Invesco from a “sector perform” rating to an “outperform” rating and lifted their price objective for the company from $25.00 to $35.00 in a research note on Wednesday, January 21st. Finally, Bank of America boosted their target price on shares of Invesco from $23.00 to $25.00 and gave the company a “neutral” rating in a research report on Thursday, October 2nd. Five investment analysts have rated the stock with a Buy rating and twelve have issued a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $26.36.

Invesco Price Performance

Shares of IVZ opened at $28.39 on Monday. The business’s fifty day moving average is $26.46 and its 200 day moving average is $23.58. Invesco Ltd. has a 12-month low of $11.60 and a 12-month high of $29.61. 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 stock has a market cap of $12.63 billion, a P/E ratio of 19.31, a P/E/G ratio of 0.49 and a beta of 1.65.

Invesco (NYSE:IVZ) last announced its quarterly earnings results on Tuesday, October 28th. The asset manager reported $0.61 EPS for the quarter, beating analysts’ consensus estimates of $0.44 by $0.17. Invesco had a net margin of 14.15% and a return on equity of 9.11%. The business had revenue of $1.19 billion during the quarter, compared to analyst estimates of $1.17 billion. During the same quarter in the previous year, the business posted $0.44 EPS. Invesco’s quarterly revenue was up 7.4% on a year-over-year basis. Sell-side analysts anticipate that Invesco Ltd. will post 1.87 earnings per share for the current fiscal year.

Invesco Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, December 2nd. Investors of record on Friday, November 14th were issued a $0.21 dividend. This represents a $0.84 dividend on an annualized basis and a dividend yield of 3.0%. The ex-dividend date was Friday, November 14th. Invesco’s dividend payout ratio is currently 57.14%.

Insiders Place Their Bets

In other Invesco news, Director Douglas J. Sharp sold 160,000 shares of Invesco 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 completion of the transaction, the director owned 192 shares in the company, valued at approximately $4,523.52. The trade was a 99.88% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.21% of the company’s stock.

Key Stories 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

Invesco Company Profile

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.