Invesco Downgraded to Hold by Zacks Research

Analysts lower rating from 'strong-buy' to 'hold' amid mixed analyst views on the asset manager's outlook.

Mar. 3, 2026 at 6:31am

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Invesco (NYSE:IVZ), the independent global investment management firm headquartered in Atlanta, Georgia, was downgraded by analysts at Zacks Research from a 'strong-buy' rating to a 'hold' rating in a research report issued on Thursday. Other analysts have also issued mixed reports on the company, with Wall Street Zen lowering Invesco from a 'buy' to a 'hold' rating, while JPMorgan Chase & Co. raised their target price but maintained a 'neutral' rating.

Why it matters

Invesco's stock rating downgrade by Zacks Research reflects some uncertainty around the asset manager's near-term performance and outlook, which could impact investor sentiment and the company's ability to attract new assets under management. As a major player in the investment management industry, changes to Invesco's ratings by influential research firms are closely watched by the market.

The details

In their downgrade report, Zacks Research analysts cited a mix of factors for lowering Invesco's rating, including the company's recent quarterly earnings results and broader market conditions. Other analysts have also issued a range of views, with some maintaining a 'hold' or 'neutral' stance even as they adjust their price targets for the stock.

  • Zacks Research issued the downgrade report on Thursday, February 28, 2026.
  • Wall Street Zen lowered Invesco's rating from 'buy' to 'hold' on Saturday, February 26, 2026.
  • JPMorgan Chase & Co. raised their target price for Invesco but kept a 'neutral' rating on Tuesday, January 20, 2026.
  • Morgan Stanley set a $29.00 price target on Invesco shares on Monday, January 26, 2026.
  • Weiss Ratings reaffirmed a 'hold (c+)' rating on Invesco on Monday, December 29, 2025.

The players

Zacks Research

An independent equity research firm that provides investment research and stock ratings.

Wall Street Zen

A financial research and analysis firm that covers the investment management industry.

JPMorgan Chase & Co.

A multinational investment bank and financial services company.

Morgan Stanley

A global financial services firm that provides investment banking, securities, and wealth management services.

Weiss Ratings

An independent rating agency that provides financial strength ratings and analysis.

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What they’re saying

“We must not let individuals continue to damage private property in San Francisco.”

— Robert Jenkins, San Francisco resident

“Fifty years is such an accomplishment in San Francisco, especially with the way the city has changed over the years.”

— Gordon Edgar, grocery employee

The takeaway

The mixed analyst views on Invesco's outlook highlight the challenges facing the investment management industry, as firms navigate changing market conditions and investor preferences. The downgrade by Zacks Research underscores the need for Invesco to demonstrate consistent performance and growth to maintain its standing among top-tier asset managers.