IVZ Invesco Plc

Invesco's stock has seen a modest dip recently but maintains a strong double-digit gain over the past year, reflecting a nuanced picture of recovery amidst shifting interest rate expectations and fee pressures. Wall Street analysts generally hold a cautiously constructive view, rating IVZ as a value-tilted recovery story with moderate buy or hold recommendations, implying limited but positive upside. The company's future trajectory will depend on interest rates, its ability to capitalize on structural growth areas like ETFs, and maintaining cost discipline to drive earnings.

Los Angeles Capital Management LLC significantly increased its stake in Gilead Sciences, Inc. by 46.7%, acquiring an additional 1,223,895 shares and now holding 3,845,379 shares valued at approximately $426.8 million. Other major institutional investors like Vanguard, Geode Capital, Norges Bank, UBS, and Invesco also boosted or established new positions in Gilead, leading to institutional ownership of 83.67%. Despite strong Q3 earnings and positive analyst ratings, company insiders have sold 136,257 shares totaling $16.9 million over the past 90 days.

Los Angeles Capital Management LLC significantly increased its stake in Newmont Corporation (NYSE:NEM) by 120.1% in the third quarter, making it their 15th largest holding. Other institutional investors like Norges Bank and Invesco have also boosted their positions, contributing to a total institutional ownership of 68.85%. This increased institutional interest coincides with positive operational news for Newmont, including the start of production at Ahafo North and strong Q3 earnings, despite some market volatility for precious metals.

Virginia Retirement Systems increased its stake in The Clorox Company by buying an additional 449,000 shares, bringing its total to 450,800 shares valued at approximately $55.6 million. Other institutional investors like Invesco and Norges Bank also significantly increased their positions, leading to institutional investors owning about 78.53% of Clorox stock. Despite beating quarterly EPS estimates, Clorox reported an 18.9% year-over-year revenue decrease and has a "Reduce" consensus analyst rating.

Pacer Advisors Inc. significantly reduced its stake in Ameren Corporation (NYSE:AEE) by 42.0% in the third quarter, now holding 22,792 shares valued at approximately $2.379 million. Despite this, other major institutional investors like Vanguard, AllianceBernstein, JPMorgan, Invesco, and Franklin Resources increased their positions in the utility provider. Ameren reported strong Q3 earnings, beating analyst estimates, and provided positive FY2025 and FY2026 guidance, alongside an announced quarterly dividend.

Voya Investment Management LLC significantly reduced its stake in Q2 Holdings, Inc. by 93.4% in the third quarter of 2025, selling 332,432 shares and retaining 23,395 shares valued at approximately $1.69 million. This divestment occurred despite several other major institutional investors increasing their holdings in the technology company, and a consensus analyst rating of "Moderate Buy" with an average price target of $95.36 for QTWO. Q2 Holdings reported mixed Q3 results, missing EPS expectations but exceeding revenue forecasts with $201.7 million, a 15.2% year-over-year increase.