Dernières nouvelles pour Invesco (NYSE:IVZ) Stock

Invesco

Invesco provides investment-management services to retail (68% of managed assets) and institutional (32%) clients. At the end of October 2024, the firm had $1.792 trillion in assets under management spread among its equity (58% of AUM), balanced (3%), fixed-income (22%), alternative investment (7%), and money market (10%) operations. Passive products account for 43% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 29% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (15%).

Invesco Ltd

Trian Fund Management, the hedge fund led by Nelson Peltz, disclosed substantial portfolio changes in its third-quarter 13F filing, making notable exits from major companies before the <a href="https://www.benzinga.com/economics/macro-economic-events/24/11/41772701/trumps-historic-return-7-ways-his-second-term-could-impact-the-us-economy">2024 U.S. presidential election</a>. 
What Happened: The fund sold off its entire stakes in GE HealthCare Technologies Inc (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GEHC#NASDAQ">GEHC</a>) (1.34 million shares), Walt Disney Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) (2.65 million shares) and Rentokil Initial plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/RTO#NYSE">RTO</a>) (470,000 shares). 
These exits suggest a cautious pivot from sectors like healthcare and entertainment, which face both market challenges and macroeconomic pressures.
Trian also reduced its stakes in several core holdings. The fund cut its position in Wendy&#8217;s Co (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/WEN#NASDAQ">WEN</a>) by 3%, reducing its shares from 31.5 million to 30.5 million, and scaled down its investment in asset manager Invesco Ltd (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) by 15%, from 27.2 million to 23.1 million shares.
Read Also: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/11/41988194/trump-plans-to-erase-ev-tax-credit-analyst-says-its-net-bullish-calls-sell-off-wrong-knee-jerk-reaction">Trump Plans To Erase EV Tax Credit: Tesla Analyst Says It&#8217;s &#8216;Net Bullish,&#8217; Calls Sell-Off &#8216;Wrong Knee-Jerk Reaction&#8217;</a>
The most substantial reduction came in Allstate Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ALL#NYSE">ALL</a>), where Trian slashed its holdings by 69%, to 613,447 shares. These reductions reflect a strategic tightening in sectors affected by recent market volatility and economic uncertainty.
What Else: However, Trian strengthened its position in select companies, raising its stake in Solventum Corp (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SOLV#NYSE">SOLV</a>) from 5.36 million to 7.13 million shares, and held its positions steady in Janus Henderson Group PLC (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JHG#NYSE">JHG</a>) and General Electric Co (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GE#NYSE">GE</a>) as its top holdings.
This targeted increase aligns with Trian's confidence in sectors that may benefit from potential industrial and financial sector growth.
Soon after Trian's portfolio moves in the third quarter, Donald Trump's victory in the 2024 U.S. presidential election was confirmed, along with a Republican majority in the Senate.
Trump's policy agenda, which includes corporate tax cuts, increased tariffs and a potential rollback of green energy initiatives, is expected to significantly impact markets. 
Sectors like traditional manufacturing, defense and energy may see gains under Trump's administration, aligning with Trian's portfolio shifts, especially in industrial and financial investments.
Trian's recent moves highlight a forward-looking strategy as the hedge fund prepares for an evolving economic landscape shaped by Trump's return to the White House.
Read Next: 
<ul>
<li><a href="https://www.benzinga.com/trading-ideas/long-ideas/24/11/41984278/jim-simons-renaissance-technologies-shifts-gears-microsoft-in-tesla-out-palantir-on-top">Jim Simons&#8217; Renaissance Technologies Shifts Gears: Microsoft In, Tesla Out, Palantir On Top</a></li>
</ul>
Image created using artificial intelligence via Midjourney.

News

Hedge Funds

Politics

GEHC

Janus Henderson Group plc Ordinary Shares

SOLV

Nelson Peltz's Trian Fund Management Reshaped Portfolio Ahead Of Presidential Election

Trading Ideas

FERG

Trian Fund Management 13F Shows Decreased Stake In Wendy's Co. By 3% From 31,507,868 To 30,512,595 Shares; Decreased Stake In Invesco By 15% From 27,223,734 To 23,173,442 Shares; Decreased Stake In Ferguson Plc New By 35% From 1,953,863 To 1,270,810 Shares; Decreased Stake In The Allstate Corp By 69% From 2,013,508 To 613,447 Shares

Deutsche Bank analyst Brian Bedell maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Hold and raises the price target from $18 to $19.

Price Target

Analyst Ratings

Deutsche Bank Maintains Hold on Invesco, Raises Price Target to $19

In the preceding three months, 16 analysts have released ratings for Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>), presenting a wide array of perspectives from bullish to bearish.
The table below provides a concise overview of recent ratings by analysts, offering insights into the changing sentiments over the past 30 days and drawing comparisons with the preceding months for a holistic perspective.
<table>
<thead>
<tr>
<th></th>
<th align="right">Bullish</th>
<th align="right">Somewhat Bullish</th>
<th align="right">Indifferent</th>
<th align="right">Somewhat Bearish</th>
<th align="right">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">13</td>
<td align="right">3</td>
<td align="right">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">9</td>
<td align="right">2</td>
<td align="right">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">1</td>
<td align="right">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td align="right">0</td>
<td align="right">0</td>
<td align="right">3</td>
<td align="right">0</td>
<td align="right">0</td>
</tr>
</tbody>
</table>
Providing deeper insights, analysts have established 12-month price targets, indicating an average target of $18.19, along with a high estimate of $20.00 and a low estimate of $16.00. This upward trend is evident, with the current average reflecting a 5.76% increase from the previous average price target of $17.20.
<img src="https://www.benzinga.com/files/images/story/2024/1731013308_0.png" alt="price target chart" />
<h2>Analyzing Analyst Ratings: A Detailed Breakdown</h2>
A comprehensive examination of how financial experts perceive Invesco is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Glenn Schorr</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$20.00</td>
<td>$19.00</td>
</tr>
<tr>
<td>Kenneth Lee</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$19.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Alexander Blostein</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$19.50</td>
<td>$17.50</td>
</tr>
<tr>
<td>Glenn Schorr</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$19.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Underweight</td>
<td>$17.50</td>
<td>$16.50</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$19.00</td>
<td>$18.00</td>
</tr>
<tr>
<td>Brennan Hawken</td>
<td>UBS</td>
<td>Raises</td>
<td>Neutral</td>
<td>$19.00</td>
<td>$17.50</td>
</tr>
<tr>
<td>Kenneth Worthington</td>
<td>JP Morgan</td>
<td>Raises</td>
<td>Neutral</td>
<td>$20.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Michael Cyprys</td>
<td>Morgan Stanley</td>
<td>Raises</td>
<td>Equal-Weight</td>
<td>$17.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Kenneth Lee</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$18.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Alexander Blostein</td>
<td>Goldman Sachs</td>
<td>Raises</td>
<td>Neutral</td>
<td>$17.50</td>
<td>$17.25</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Underweight</td>
<td>$16.50</td>
<td>$16.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Announces</td>
<td>Underweight</td>
<td>$16.00</td>
<td>-</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Announces</td>
<td>Equal-Weight</td>
<td>$18.00</td>
<td>-</td>
</tr>
<tr>
<td>Glenn Schorr</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$18.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Brian Bedell</td>
<td>Deutsche Bank</td>
<td>Raises</td>
<td>Hold</td>
<td>$17.00</td>
<td>$16.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Invesco. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Delving into assessments, analysts assign qualitative values, from 'Outperform' to 'Underperform'. These ratings communicate expectations for the relative performance of Invesco compared to the broader market.</li>
<li>Price Targets: Analysts navigate through adjustments in price targets, providing estimates for Invesco's future value. Comparing current and prior targets offers insights into analysts' evolving expectations.</li>
</ul>
For valuable insights into Invesco's market performance, consider these analyst evaluations alongside crucial financial indicators. Stay well-informed and make prudent decisions using our Ratings Table.
<a href="https://www.benzinga.com/quote/IVZ/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Invesco analyst ratings.</a>
<h2>Unveiling the Story Behind Invesco</h2>
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of August 2024, the firm had $1.752 trillion in assets under management spread among its equity (58% of AUM), balanced (4%), fixed-income (23%), alternative investment (7%), and money market (8%) operations. Passive products account for 42% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 28% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (14%).
<h3>Invesco's Economic Impact: An Analysis</h3>
Market Capitalization Analysis: The company's market capitalization is below the industry average, suggesting that it is relatively smaller compared to peers. This could be due to various factors, including perceived growth potential or operational scale.
Positive Revenue Trend: Examining Invesco's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 5.09% as of 30 September, 2024, showcasing a substantial increase in top-line earnings. As compared to its peers, the revenue growth lags behind its industry peers. The company achieved a growth rate lower than the average among peers in Financials sector.
Net Margin: Invesco's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 3.63%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Invesco's ROE falls below industry averages, indicating challenges in efficiently using equity capital. With an ROE of 0.52%, the company may face hurdles in generating optimal returns for shareholders.
Return on Assets (ROA): Invesco's ROA is below industry standards, pointing towards difficulties in efficiently utilizing assets. With an ROA of 0.2%, the company may encounter challenges in delivering satisfactory returns from its assets.
Debt Management: Invesco's debt-to-equity ratio is below the industry average at 0.69, reflecting a lower dependency on debt financing and a more conservative financial approach.
<h2>Analyst Ratings: What Are They?</h2>
Within the domain of banking and financial systems, analysts specialize in reporting for specific stocks or defined sectors. Their work involves attending company conference calls and meetings, researching company financial statements, and communicating with insiders to publish "analyst ratings" for stocks. Analysts typically assess and rate each stock once per quarter.
Beyond their standard evaluations, some analysts contribute predictions for metrics like growth estimates, earnings, and revenue, furnishing investors with additional guidance. Users of analyst ratings should be mindful that this specialized advice is shaped by human perspectives and may be subject to variability.
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A Glimpse Into The Expert Outlook On Invesco Through 16 Analysts

Evercore ISI Group analyst Glenn Schorr maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a In-Line and raises the price target from $19 to $20.

Evercore ISI Group Maintains In-Line on Invesco, Raises Price Target to $20

RBC Capital analyst Kenneth Lee maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Sector Perform and raises the price target from $18 to $19.

RBC Capital Maintains Sector Perform on Invesco, Raises Price Target to $19

Goldman Sachs analyst Alexander Blostein maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and raises the price target from $17.5 to $19.5.

Goldman Sachs Maintains Neutral on Invesco, Raises Price Target to $19.5

Evercore ISI Group analyst Glenn Schorr maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a In-Line and raises the price target from $18 to $19.

Evercore ISI Group Maintains In-Line on Invesco, Raises Price Target to $19

Wells Fargo analyst Michael Brown maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Underweight and raises the price target from $16.5 to $17.5.

Wells Fargo Maintains Underweight on Invesco, Raises Price Target to $17.5

Barclays analyst Benjamin Budish maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Equal-Weight and raises the price target from $18 to $19.

Barclays Maintains Equal-Weight on Invesco, Raises Price Target to $19

UBS analyst Brennan Hawken maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and raises the price target from $17.5 to $19.

UBS Maintains Neutral on Invesco, Raises Price Target to $19

Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) reported quarterly earnings of $0.44 per share which beat the analyst consensus estimate of $0.43 by 2.33 percent. The company reported quarterly sales of $1.104 billion which missed the analyst consensus estimate of $1.107 billion by 0.27 percent. This is a 0.55 percent increase over sales of $1.098 billion the same period last year.

Earnings

Earnings Beats

Earnings Misses

Invesco Q3 2024 Adj. EPS $0.44 Beats $0.43 Estimate, Sales $1.104B Miss $1.107B Estimate

This whale alert can help traders discover the next big trading opportunities.
Whales are entities with large sums of money and we track their transactions here at Benzinga on our options activity scanner.
Traders will search for circumstances when the market estimation of an option diverges heavily from its normal worth. High amounts of trading activity could push option prices to exaggerated or underestimated levels. 
Here's the list of options activity happening in today's session: 
<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>AGNC</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>11/22/24</td>
<td>$10.00</td>
<td>$34.0K</td>
<td>583</td>
<td>12.4K</td>
</tr>
<tr>
<td>MS</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>12/20/24</td>
<td>$125.00</td>
<td>$27.9K</td>
<td>1.8K</td>
<td>2.0K</td>
</tr>
<tr>
<td>PYPL</td>
<td>PUT</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>03/21/25</td>
<td>$50.00</td>
<td>$25.3K</td>
<td>2.7K</td>
<td>657</td>
</tr>
<tr>
<td>COIN</td>
<td>PUT</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>11/15/24</td>
<td>$180.00</td>
<td>$63.0K</td>
<td>2.5K</td>
<td>627</td>
</tr>
<tr>
<td>WAL</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/17/25</td>
<td>$70.00</td>
<td>$141.8K</td>
<td>182</td>
<td>300</td>
</tr>
<tr>
<td>FUTU</td>
<td>PUT</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>05/16/25</td>
<td>$70.00</td>
<td>$137.8K</td>
<td>18</td>
<td>262</td>
</tr>
<tr>
<td>USB</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>09/19/25</td>
<td>$47.50</td>
<td>$51.4K</td>
<td>22</td>
<td>200</td>
</tr>
<tr>
<td>BK</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>09/19/25</td>
<td>$75.00</td>
<td>$104.7K</td>
<td>3</td>
<td>136</td>
</tr>
<tr>
<td>IVZ</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BEARISH</td>
<td>01/16/26</td>
<td>$17.00</td>
<td>$27.2K</td>
<td>480</td>
<td>100</td>
</tr>
<tr>
<td>JPM</td>
<td>CALL</td>
<td>TRADE</td>
<td>BEARISH</td>
<td>01/17/25</td>
<td>$220.00</td>
<td>$38.9K</td>
<td>6.0K</td>
<td>64</td>
</tr>
</tbody>
</table>

<h2>Explanation</h2>
These bullet-by-bullet explanations have been constructed using the accompanying table. 
• For AGNC (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AGNC#NASDAQ">AGNC</a>), we notice a put option sweep that happens to be bearish, expiring in 32 day(s) on November 22, 2024. This event was a transfer of 2000 contract(s) at a $10.00 strike. This particular put needed to be split into 43 different trades to become filled. The total cost received by the writing party (or parties) was $34.0K, with a price of $17.0 per contract. There were 583 open contracts at this strike prior to today, and today 12461 contract(s) were bought and sold. 
• Regarding MS (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MS#NYSE">MS</a>), we observe a call option sweep with bullish sentiment. It expires in 60 day(s) on December 20, 2024. Parties traded 158 contract(s) at a $125.00 strike. This particular call needed to be split into 15 different trades to become filled. The total cost received by the writing party (or parties) was $27.9K, with a price of $177.0 per contract. There were 1864 open contracts at this strike prior to today, and today 2076 contract(s) were bought and sold. 
• Regarding PYPL (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PYPL#NASDAQ">PYPL</a>), we observe a put option trade with bearish sentiment. It expires in 151 day(s) on March 21, 2025. Parties traded 650 contract(s) at a $50.00 strike. The total cost received by the writing party (or parties) was $25.3K, with a price of $39.0 per contract. There were 2717 open contracts at this strike prior to today, and today 657 contract(s) were bought and sold. 
• Regarding COIN (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/COIN#NASDAQ">COIN</a>), we observe a put option sweep with bullish sentiment. It expires in 25 day(s) on November 15, 2024. Parties traded 84 contract(s) at a $180.00 strike. This particular put needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $63.0K, with a price of $750.0 per contract. There were 2596 open contracts at this strike prior to today, and today 627 contract(s) were bought and sold. 
• Regarding WAL (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/WAL#NYSE">WAL</a>), we observe a call option sweep with bullish sentiment. It expires in 88 day(s) on January 17, 2025. Parties traded 100 contract(s) at a $70.00 strike. This particular call needed to be split into 3 different trades to become filled. The total cost received by the writing party (or parties) was $141.8K, with a price of $1418.0 per contract. There were 182 open contracts at this strike prior to today, and today 300 contract(s) were bought and sold. 
• Regarding FUTU (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FUTU#NASDAQ">FUTU</a>), we observe a put option trade with bullish sentiment. It expires in 207 day(s) on May 16, 2025. Parties traded 260 contract(s) at a $70.00 strike. The total cost received by the writing party (or parties) was $137.8K, with a price of $530.0 per contract. There were 18 open contracts at this strike prior to today, and today 262 contract(s) were bought and sold. 
• For USB (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USB#NYSE">USB</a>), we notice a call option sweep that happens to be bullish, expiring in 333 day(s) on September 19, 2025. This event was a transfer of 98 contract(s) at a $47.50 strike. This particular call needed to be split into 12 different trades to become filled. The total cost received by the writing party (or parties) was $51.4K, with a price of $525.0 per contract. There were 22 open contracts at this strike prior to today, and today 200 contract(s) were bought and sold. 
• For BK (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BK#NYSE">BK</a>), we notice a call option sweep that happens to be bearish, expiring in 333 day(s) on September 19, 2025. This event was a transfer of 136 contract(s) at a $75.00 strike. This particular call needed to be split into 4 different trades to become filled. The total cost received by the writing party (or parties) was $104.7K, with a price of $770.0 per contract. There were 3 open contracts at this strike prior to today, and today 136 contract(s) were bought and sold. 
• Regarding IVZ (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>), we observe a call option sweep with bearish sentiment. It expires in 452 day(s) on January 16, 2026. Parties traded 94 contract(s) at a $17.00 strike. This particular call needed to be split into 9 different trades to become filled. The total cost received by the writing party (or parties) was $27.2K, with a price of $290.0 per contract. There were 480 open contracts at this strike prior to today, and today 100 contract(s) were bought and sold. 
• Regarding JPM (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JPM#NYSE">JPM</a>), we observe a call option trade with bearish sentiment. It expires in 88 day(s) on January 17, 2025. Parties traded 30 contract(s) at a $220.00 strike. The total cost received by the writing party (or parties) was $38.9K, with a price of $1297.0 per contract. There were 6049 open contracts at this strike prior to today, and today 64 contract(s) were bought and sold. 
Options Alert Terminology 
 - Call Contracts: The right to buy shares as indicated in the contract. 
 - Put Contracts: The right to sell shares as indicated in the contract. 
 - Expiration Date: When the contract expires. One must act on the contract by this date if one wants to use it. 
 - Premium/Option Price: The price of the contract. 
For more information, visit our <a href="https://pro.benzinga.com/blog/how-to-understand-option-alerts/">Guide to Understanding Options Alerts</a> or read <a href="https://www.benzinga.com/markets/options">more about unusual options activity</a>. 
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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10 Financials Stocks Whale Activity In Today's Session

Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) is set to give its latest quarterly earnings report on Tuesday, 2024-10-22. Here's what investors need to know before the announcement.
Analysts estimate that Invesco will report an earnings per share (EPS) of $0.42. 
Investors in Invesco are eagerly awaiting the company's announcement, hoping for news of surpassing estimates and positive guidance for the next quarter.
It's worth noting for new investors that stock prices can be heavily influenced by future projections rather than just past performance.
<h3>Past Earnings Performance</h3>
In the previous earnings release, the company beat EPS by $0.03, leading to a 1.31% drop in the share price the following trading session.
Here's a look at Invesco's past performance and the resulting price change:

<table>
<thead>
<tr>
<th>Quarter</th>
<th>Q2 2024</th>
<th>Q1 2024</th>
<th>Q4 2023</th>
<th>Q3 2023</th>
</tr>
</thead>
<tbody>
<tr>
<td>EPS Estimate</td>
<td>0.40</td>
<td>0.40</td>
<td>0.40</td>
<td>0.36</td>
</tr>
<tr>
<td>EPS Actual</td>
<td>0.43</td>
<td>0.33</td>
<td>0.47</td>
<td>0.35</td>
</tr>
<tr>
<td>Price Change %</td>
<td>-1.0%</td>
<td>-0.0%</td>
<td>-1.0%</td>
<td>-3.0%</td>
</tr>
</tbody>
</table>

<img src="https://www.benzinga.com/files/images/story/2024/1729522867_0.png" alt="eps graph" />
<h3>Tracking Invesco's Stock Performance</h3>
Shares of Invesco were trading at $18.63 as of October 18. Over the last 52-week period, shares are up 41.83%. Given that these returns are generally positive, long-term shareholders are likely bullish going into this earnings release. 
<h3>Analyst Insights on Invesco</h3>
For investors, staying informed about market sentiments and expectations in the industry is paramount. This analysis provides an exploration of the latest insights on Invesco.
A total of 10 analyst ratings have been received for Invesco, with the consensus rating being Neutral. The average one-year price target stands at $17.5, suggesting a potential 6.07% downside.
<h3>Analyzing Ratings Among Peers</h3>
The below comparison of the analyst ratings and average 1-year price targets of Hamilton Lane, SEI Inv and Janus Henderson Group, three prominent players in the industry, gives insights for their relative performance expectations and market positioning.
<ul>
<li>Hamilton Lane received a Neutral consensus from analysts, with an average 1-year price target of $154.86, implying a potential 731.24% upside.</li>
<li>SEI Inv received a Neutral consensus from analysts, with an average 1-year price target of $74.75, implying a potential 301.23% upside.</li>
<li>The prevailing sentiment among analysts is an Neutral trajectory for Janus Henderson Group, with an average 1-year price target of $38.0, implying a potential 103.97% upside.</li>
</ul>
<h3>Overview of Peer Analysis</h3>
Within the peer analysis summary, vital metrics for Hamilton Lane, SEI Inv and Janus Henderson Group are presented, shedding light on their respective standings within the industry and offering valuable insights into their market positions and comparative performance.

<table>
<thead>
<tr>
<th>Company</th>
<th>Consensus</th>
<th>Revenue Growth</th>
<th>Gross Profit</th>
<th>Return on Equity</th>
</tr>
</thead>
<tbody>
<tr>
<td>Invesco</td>
<td>Neutral</td>
<td>2.81%</td>
<td>$535.60M</td>
<td>1.25%</td>
</tr>
<tr>
<td>Hamilton Lane</td>
<td>Neutral</td>
<td>57.34%</td>
<td>$135.71M</td>
<td>10.80%</td>
</tr>
<tr>
<td>SEI Inv</td>
<td>Neutral</td>
<td>6.12%</td>
<td>$278.47M</td>
<td>6.17%</td>
</tr>
<tr>
<td>Janus Henderson Group</td>
<td>Neutral</td>
<td>13.92%</td>
<td>$409.30M</td>
<td>2.84%</td>
</tr>
</tbody>
</table>

Key Takeaway:
In terms of revenue growth, Invesco is at the bottom among its peers. For gross profit, Invesco is also at the bottom. When it comes to return on equity, Invesco is at the bottom.
<h3>All You Need to Know About Invesco</h3>
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of August 2024, the firm had $1.752 trillion in assets under management spread among its equity (58% of AUM), balanced (4%), fixed-income (23%), alternative investment (7%), and money market (8%) operations. Passive products account for 42% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 28% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (14%).
<h3>Invesco: Delving into Financials</h3>
Market Capitalization Analysis: Positioned below industry benchmarks, the company's market capitalization faces constraints in size. This could be influenced by factors such as growth expectations or operational capacity.
Revenue Growth: Over the 3 months period, Invesco showcased positive performance, achieving a revenue growth rate of 2.81% as of 30 June, 2024. This reflects a substantial increase in the company's top-line earnings. As compared to competitors, the company encountered difficulties, with a growth rate lower than the average among peers in the Financials sector.
Net Margin: Invesco's net margin is below industry averages, indicating potential challenges in maintaining strong profitability. With a net margin of 8.91%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Invesco's ROE lags behind industry averages, suggesting challenges in maximizing returns on equity capital. With an ROE of 1.25%, the company may face hurdles in achieving optimal financial performance.
Return on Assets (ROA): Invesco's ROA lags behind industry averages, suggesting challenges in maximizing returns from its assets. With an ROA of 0.48%, the company may face hurdles in achieving optimal financial performance.
Debt Management: Invesco's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.72.
<a href="https://www.benzinga.com/quote/IVZ/earnings">To track all earnings releases for Invesco visit their earnings calendar on our site.</a>
This article was generated by Benzinga's automated content engine and reviewed by an editor.

What to Expect from Invesco's Earnings

JP Morgan analyst Kenneth Worthington maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and raises the price target from $17 to $20.

JP Morgan Maintains Neutral on Invesco, Raises Price Target to $20

Morgan Stanley analyst Michael Cyprys maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Equal-Weight and raises the price target from $16 to $17.

Morgan Stanley Maintains Equal-Weight on Invesco, Raises Price Target to $17

RBC Capital analyst Kenneth Lee maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Sector Perform and raises the price target from $17 to $18.

RBC Capital Maintains Sector Perform on Invesco, Raises Price Target to $18

Goldman Sachs analyst Alexander Blostein maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Neutral and raises the price target from $17.25 to $17.5.

Goldman Sachs Maintains Neutral on Invesco, Raises Price Target to $17.5

Throughout the last three months, 6 analysts have evaluated Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>), offering a diverse set of opinions from bullish to bearish.
The table below provides a snapshot of their recent ratings, showcasing how sentiments have evolved over the past 30 days and comparing them to the preceding months.
<table>
<thead>
<tr>
<th></th>
<th style="text-align: right;">Bullish</th>
<th style="text-align: right;">Somewhat Bullish</th>
<th style="text-align: right;">Indifferent</th>
<th style="text-align: right;">Somewhat Bearish</th>
<th style="text-align: right;">Bearish</th>
</tr>
</thead>
<tbody>
<tr>
<td>Total Ratings</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">4</td>
<td style="text-align: right;">2</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>Last 30D</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>1M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>2M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">3</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
<tr>
<td>3M Ago</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">1</td>
<td style="text-align: right;">0</td>
<td style="text-align: right;">0</td>
</tr>
</tbody>
</table>
Analysts provide deeper insights through their assessments of 12-month price targets, revealing an average target of $17.08, a high estimate of $18.00, and a low estimate of $16.00. This current average has increased by 5.11% from the previous average price target of $16.25. 
<img src="https://www.benzinga.com/files/images/story/2024/1728496871_0.png" alt="price target chart" />
<h2>Diving into Analyst Ratings: An In-Depth Exploration</h2>
A comprehensive examination of how financial experts perceive Invesco is derived from recent analyst actions. The following is a detailed summary of key analysts, their recent evaluations, and adjustments to ratings and price targets.
<table>
<thead>
<tr>
<th>Analyst</th>
<th>Analyst Firm</th>
<th>Action Taken</th>
<th>Rating</th>
<th>Current Price Target</th>
<th>Prior Price Target</th>
</tr>
</thead>
<tbody>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Raises</td>
<td>Underweight</td>
<td>$16.50</td>
<td>$16.00</td>
</tr>
<tr>
<td>Michael Brown</td>
<td>Wells Fargo</td>
<td>Announces</td>
<td>Underweight</td>
<td>$16.00</td>
<td>-</td>
</tr>
<tr>
<td>Benjamin Budish</td>
<td>Barclays</td>
<td>Announces</td>
<td>Equal-Weight</td>
<td>$18.00</td>
<td>-</td>
</tr>
<tr>
<td>Glenn Schorr</td>
<td>Evercore ISI Group</td>
<td>Raises</td>
<td>In-Line</td>
<td>$18.00</td>
<td>$17.00</td>
</tr>
<tr>
<td>Brian Bedell</td>
<td>Deutsche Bank</td>
<td>Raises</td>
<td>Hold</td>
<td>$17.00</td>
<td>$16.00</td>
</tr>
<tr>
<td>Kenneth Lee</td>
<td>RBC Capital</td>
<td>Raises</td>
<td>Sector Perform</td>
<td>$17.00</td>
<td>$16.00</td>
</tr>
</tbody>
</table>
<h3>Key Insights:</h3>
<ul>
<li>Action Taken: Analysts adapt their recommendations to changing market conditions and company performance. Whether they 'Maintain', 'Raise' or 'Lower' their stance, it reflects their response to recent developments related to Invesco. This information provides a snapshot of how analysts perceive the current state of the company.</li>
<li>Rating: Unveiling insights, analysts deliver qualitative insights into stock performance, from 'Outperform' to 'Underperform'. These ratings convey expectations for the relative performance of Invesco compared to the broader market.</li>
<li>Price Targets: Gaining insights, analysts provide estimates for the future value of Invesco's stock. This comparison reveals trends in analysts' expectations over time.</li>
</ul>
Navigating through these analyst evaluations alongside other financial indicators can contribute to a holistic understanding of Invesco's market standing. Stay informed and make data-driven decisions with our Ratings Table.
<a href="https://www.benzinga.com/quote/IVZ/analyst-ratings?utm_source=Benzinga Insights">Stay up to date on Invesco analyst ratings.</a>
<h2>All You Need to Know About Invesco</h2>
Invesco provides investment-management services to retail (66% of managed assets) and institutional (34%) clients. At the end of August 2024, the firm had $1.752 trillion in assets under management spread among its equity (58% of AUM), balanced (4%), fixed-income (23%), alternative investment (7%), and money market (8%) operations. Passive products account for 42% of Invesco's total AUM, including 65% of the company's equity operations and 15% of its fixed-income platform. Invesco's US retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside of North America, with 28% of its AUM sourced from Europe, Africa, and the Middle East (14%) and Asia (14%).
<h3>Financial Insights: Invesco</h3>
Market Capitalization: Indicating a reduced size compared to industry averages, the company's market capitalization poses unique challenges.
Positive Revenue Trend: Examining Invesco's financials over 3 months reveals a positive narrative. The company achieved a noteworthy revenue growth rate of 2.81% as of 30 June, 2024, showcasing a substantial increase in top-line earnings. When compared to others in the Financials sector, the company faces challenges, achieving a growth rate lower than the average among peers.
Net Margin: Invesco's net margin lags behind industry averages, suggesting challenges in maintaining strong profitability. With a net margin of 8.91%, the company may face hurdles in effective cost management.
Return on Equity (ROE): Invesco's ROE is below industry standards, pointing towards difficulties in efficiently utilizing equity capital. With an ROE of 1.25%, the company may encounter challenges in delivering satisfactory returns for shareholders.
Return on Assets (ROA): The company's ROA is below industry benchmarks, signaling potential difficulties in efficiently utilizing assets. With an ROA of 0.48%, the company may need to address challenges in generating satisfactory returns from its assets.
Debt Management: Invesco's debt-to-equity ratio is below industry norms, indicating a sound financial structure with a ratio of 0.72.
<h2>How Are Analyst Ratings Determined?</h2>
Benzinga tracks 150 analyst firms and reports on their stock expectations. Analysts typically arrive at their conclusions by predicting how much money a company will make in the future, usually the upcoming five years, and how risky or predictable that company's revenue streams are.
Analysts attend company conference calls and meetings, research company financial statements, and communicate with insiders to publish their ratings on stocks. Analysts typically rate each stock once per quarter or whenever the company has a major update.
Some analysts publish their predictions for metrics such as growth estimates, earnings, and revenue to provide additional guidance with their ratings. When using analyst ratings, it is important to keep in mind that stock and sector analysts are also human and are only offering their opinions to investors.
If you want to keep track of which analysts are outperforming others, you can view updated analyst ratings along withanalyst success scores in <a href="https://benzinga.grsm.io/register174">Benzinga Pro</a>.
Breaking: Wall Street's Next Big Mover
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This article was generated by Benzinga's automated content engine and reviewed by an editor.

Analyst Scoreboard: 6 Ratings For Invesco

Wells Fargo analyst Michael Brown maintains Invesco (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IVZ#NYSE">IVZ</a>) with a Underweight and raises the price target from $16 to $16.5.

Wells Fargo Maintains Underweight on Invesco, Raises Price Target to $16.5

Invesco: An Asset Manager With Upside

Deutsche Bank raised the firm's price target on Invesco (IVZ) to $19 from $18 and keeps a Hold rating on the shares. Following the U.S. elections, ...

Invesco price target raised to $19 from $18 at Deutsche Bank

Invesco October AUM slips 1.3%, owing to outflows, market weakness, FX

Invesco (IVZ) reported preliminary month-end assets under management of $1.772T, a decrease of 1.3% versus previous month-end. The firm delivered n...

Invesco reports preliminary AUM $1.77T as of October 31

Invesco (IVZ – Research Report), the Financial sector company, was revisited by a Wall Street analyst yesterday. Analyst Michael Brown from Wells F...

Invesco's Revenue Challenges and Disappointing Net Inflows Lead to Sell Rating

TD Cowen analyst William Katz maintained a Buy rating on Invesco (IVZ – Research Report) today and set a price target of $20.50. The company's shar...

TD Cowen Remains a Buy on Invesco (IVZ)

Evercore ISI analyst Glenn Schorr maintained a Hold rating on Invesco (IVZ – Research Report) today and set a price target of $20.00. The company's...

Evercore ISI Remains a Hold on Invesco (IVZ)

Nelson Peltz's Trian Fund Management disclosed in an SEC filing its holdings as of September 30, 2024. Trian's one new buy during the third quarter...

Trian exits Disney stake, takes new position in Ferguson

Trian exits Disney, Rentokil among Q3 moves, almost entirely sheds GE HealthCare

Franklin Resources: Not All Dips Should Be Bought

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Press Releases

Real Estate

Invesco Real Estate Closes on $1.7 billion of Loan Commitments Across 24 Loans in North America through 3Q24

Dividends

Invesco Closed-End Funds Pay Dividends

Invesco Canada announces fund changes

Invesco High Income Trust II, and Invesco Senior Income Trust Declare Dividends

Invesco Closed-End Funds Declare Dividends

Invesco Advisers, Inc. Announces Details of Tender Offers for Invesco Trust for Investment Grade New York Municipals and Invesco Pennsylvania Municipal Income Trust

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