Asset manager IVZ reports April 28 with analysts slashing targets across the Street. Six firms cut price targets in the past three weeks, now averaging $27 — just 5.8% above the $25.51 close.
Short interest stands at 4.13% of free float as of April 23. That marks a 3.2% rise over the past week and a sharper 23.8% jump over the month. Days to cover sits at 3.26 on the FINRA fortnightly print. Cost to borrow remains negligible at 0.39%, down 8.8% week-over-week. Utilisation is just 2.05%, well below the 52-week high of 9.08%. Shares available to borrow are plentiful. The short position is modest in size but building steadily into the print.
The put/call ratio closed at 0.0503 on April 24, sitting 0.45 standard deviations above its 20-day mean of 0.046. The ratio has climbed from a 52-week low of 0.0329 hit on April 10 but remains far below the 52-week high of 0.8011. The upward drift in PCR suggests modest defensive positioning, though the overall level remains low.
JP Morgan cut its target to $25 from $30 on April 24, maintaining Neutral. Barclays lowered to $24 from $29 on April 17, holding Equal-Weight. Evercore ISI dropped to $27 from $29 on April 10, keeping In-Line. BMO Capital trimmed to $28 from $32, maintaining Outperform. Goldman Sachs reduced to $27 from $30 on April 7, staying Neutral. Morgan Stanley cut to $26 from $28 on April 1, holding Equal-Weight. The firm-level consensus target of $27 offers modest upside, but the recent wave of cuts signals lowered expectations heading into the report.
The P/E ratio stands at 9.53, up 0.67 points over the past month. EV/EBITDA sits at 7.35, down 0.03 over 30 days. Price-to-book is 0.82, up 0.03. The stock ranks in the 14th percentile on 30-day EPS momentum and the 30th on 90-day EPS momentum. Analyst recommendation differential ranks in the 93rd percentile, indicating strong relative upgrade activity historically. Dividend score sits at the 74th percentile.
Insiders sold $7.3 million net over the past 90 days, driven by executive stock award tax sales in late February. Massachusetts Mutual remains the largest holder at 18.3% of shares. Vanguard added 957,000 shares in Q1 to reach 11.9%. BlackRock lifted its stake by 1.25 million shares to 8.8%. T. Rowe Price boosted holdings by 5.3 million shares to 1.5%.
The stock reported on January 27, 2026, after prior prints on the same day and in October 2025. The shares are up 2.8% over the past week and 6.4% over the month heading into the April 28 report.
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