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Invesco (IVZ) Is Up 5.4% After Premium Buyback And LGT Deal Announcement - What's Changed

Simply Wall St · 3d ago
  • In recent days, Invesco Ltd. announced that it will release its fourth-quarter 2025 results on January 27, 2026, alongside a US$500 million preference share buyback at an 18% premium, ongoing fund dividends, and an expanded private-markets partnership with LGT Capital Partners.
  • These capital management actions and the push into private markets indicate a clear effort to reshape Invesco’s balance sheet while broadening higher-fee alternative investment access for U.S. clients.
  • With this backdrop, we’ll examine how the US$500 million premium preference share buyback could influence Invesco’s existing investment narrative.

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Invesco Investment Narrative Recap

To own Invesco today, you need to believe the firm can offset fee pressure and competitive headwinds by growing in areas like ETFs and private markets, while protecting margins through cost control. The upcoming Q4 2025 earnings on January 27, 2026, look like the key near term catalyst, with the main risk remaining ongoing margin compression from the shift to lower fee products; the new announcements do not fundamentally change that picture in the short term.

The US$500 million preference share buyback at an 18% premium is the most directly relevant move here, because it changes Invesco’s capital structure at the same time investors are focused on earnings quality and capital efficiency. For shareholders, it sits alongside ongoing fund dividends and the LGT Capital Partners private markets partnership, and together these updates frame how management is trying to support returns while fee pressure and competitive challenges continue.

Yet against these efforts, the persistent margin pressure from investors moving toward lower fee products is something shareholders really need to be aware of as...

Read the full narrative on Invesco (it's free!)

Invesco’s narrative projects $4.8 billion revenue and $1.1 billion earnings by 2028. This implies an 8.2% yearly revenue decline and an earnings increase of about $700 million from $422.9 million today.

Uncover how Invesco's forecasts yield a $27.08 fair value, in line with its current price.

Exploring Other Perspectives

IVZ 1-Year Stock Price Chart
IVZ 1-Year Stock Price Chart

Five members of the Simply Wall St Community value Invesco between US$8.23 and US$27.61, underlining how far apart individual views can be. When you set those opinions against the ongoing shift toward lower fee passive products and ETFs, it becomes clear why many market participants are weighing multiple scenarios for Invesco’s future performance and why you might want to compare several viewpoints before forming your own.

Explore 5 other fair value estimates on Invesco - why the stock might be worth less than half the current price!

Build Your Own Invesco Narrative

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.