Revenue segments as reported by the company.

Investment management fees

Service and distribution fees

Performance fees

Other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Third-party distribution, service and advisory

Employee compensation

Marketing

Property, office and technology

General and administrative

Transaction, integration and restructuring

Amortization of intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Invesco

Invesco Ltd. engages in the investment management business. Its product includes mutual funds, unit trusts, exchange-traded funds, closed-end funds, and retirement plans. The company was founded in December 1935 and is headquartered in Atlanta, GA.

Earnings data Q1 2021

Earnings data Q2 2021

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Invesco resilient in Q4 amidst market challenges, eyes growth opportunities

Invesco navigated market challenges in Q4 2022 with resilience, focusing on key growth areas like ETFs, fixed income, and Greater China.
Despite facing outflows in certain segments, Invesco showed improvement in performance and remains optimistic for a return to organic growth.
Maintaining a strong balance sheet and managing expenses are key strengths, while opportunities lie in market recovery and future growth initiatives.
Challenges include net outflows in active equities and private markets, emphasizing the need for strategic adjustments and market monitoring.

Invesco reports solid Q1 performance, eyes opportunities amid challenges

Invesco's Q1 performance showed AUM growth, net inflows, and dividend increase.
Despite challenges in active equities and China outflows, opportunities exist.
Focus on private markets, technology enhancements, and operational realignments.
Invesco well-positioned with strong cash flows and growth strategies.

Invesco reports mixed Q2 performance, eyes growth in China

In Q2 2023, Invesco navigated a complex market environment with a focus on client value, performance improvement, and organizational simplification. Despite challenges in certain segments, the organization remains optimistic about its growth prospects and is strategically positioning itself for future success.

Invesco reports resilient Q3 performance amid market challenges

Invesco's Q3 earnings call highlighted strong performance in key segments amidst market volatility. The company is focusing on simplifying operations, managing expenses, and diversifying its product range. Challenges include market uncertainties and fee rate pressures, but opportunities lie in private credit, real estate investments, and AI-driven efficiency gains.

Invesco reports positive Q4 results, eyes margin improvement opportunities

In Q4 2023, Invesco demonstrated strength in net inflows, investment performance, and cost management. Challenges include ongoing pressure on active equity flows and revenue impact from fee cuts. Opportunities lie in margin improvement, organic growth, and operational efficiency enhancements.

Invesco reports strong Q1 earnings, eyes growth in active ETFs

In Q1 2024, Invesco showcased strong financial performance, strategic strengths in diversified assets and private markets, faced challenges in equity flows, and identified growth opportunities in active ETFs and expanding real estate offerings.
The company's focus on expense savings, debt reduction, and operational efficiency, alongside capital return plans and potential share buybacks, underpin its commitment to financial health and shareholder value.
With a solid foundation in place and a proactive approach to market dynamics, Invesco is well-positioned to navigate challenges, meet evolving client needs, and drive future growth and profitability.
Investors can take note of Invesco's resilient performance, strategic initiatives, and growth prospects, positioning the company for continued success and value creation in the financial services industry.

Invesco reports robust Q2 earnings, eyes growth in Japan

In Q2 2024, Invesco delivered strong financial performance with significant net long-term flows and AUM growth, driven by their global ETF franchise. The company's strategic focus on investment performance and profitability, along with their presence in Japan, positions them well for future growth.
While facing challenges from market volatility and competitive pressures in the ETF market, Invesco remains optimistic about future opportunities in Japan and the potential for growth in equity markets and private markets.

Invesco reports record AUM and strong inflows, eyes global growth

Invesco's Q3 performance reflects solid growth in AUM and net inflows, supported by a focus on expense management and organic growth.
While facing challenges in certain segments, the company's strategic focus on partnerships and global capabilities positions it well for future growth.
Optimism about performance and prospects underscores Invesco's confidence in leveraging its strengths and seizing growth opportunities.

Revenue

Cost of revenue

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SG&A

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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Why Invesco (IVZ) is a Top Momentum Stock for the Long-Term

Invesco Ltd. (NYSE:IVZ ) Q3 2024 Earnings Conference Call October 22, 2024 9:00 AM ET Company Participants Gregory Ketron - Head of IR Andrew Schlossberg - President & CEO, Invesco Ltd.

Invesco Ltd. (IVZ) Q3 2024 Earnings Call Transcript

IVZ's third-quarter 2024 earnings match estimates, driven by higher adjusted revenues and lower adjusted expenses. Also, higher AUM & inflows are other positives.

Invesco Q3 Earnings Meet Estimates on Y/Y Revenue Increase, Stock Up

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Here's Why Invesco (IVZ) is a Strong Growth Stock

The headline numbers for Invesco (IVZ) give insight into how the company performed in the quarter ended September 2024, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Here's What Key Metrics Tell Us About Invesco (IVZ) Q3 Earnings

Invesco (IVZ) came out with quarterly earnings of $0.44 per share, in line with the Zacks Consensus Estimate. This compares to earnings of $0.35 per share a year ago.

Invesco (IVZ) Q3 Earnings Match Estimates

Invesco Announces Third Quarter Diluted EPS of $0.12; Adjusted Diluted EPS(1) of $0.44 ATLANTA , Oct. 22, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended September 30, 2024.

Invesco Reports Results for the Three Months Ended September 30, 2024

Invesco High Income 2024 Target Term Fund 

ATLANTA , Oct. 21, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today additional details concerning the liquidation of Invesco High Income 2024 Target Term Fund (NYSE: IHTA) (the "Fund").

Invesco Advisers, Inc. Announces Liquidation Details for Invesco High Income 2024 Target Term Fund

Fiserv Inc

Moody's

Sporting a Zacks Rank #2 (Buy) here are three intriguing finance stocks to watch as their Q3 reports approach on Tuesday, October 22.

3 Intriguing Finance Stocks to Watch as Q3 Earnings Approach: FI, IVZ, MCO

T. Rowe Price Group

Investors with an interest in Financial - Investment Management stocks have likely encountered both Invesco (IVZ) and T. Rowe Price (TROW).

IVZ vs. TROW: Which Stock Is the Better Value Option?

Driven by solid inflows and market appreciation, IVZ witnesses an improvement in AUM in Q3. This is likely to have aided the company's earnings.

Robust Growth in AUM to Support Invesco This Earnings Season

Beyond analysts' top -and-bottom-line estimates for Invesco (IVZ), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended September 2024.

Unveiling Invesco (IVZ) Q3 Outlook: Wall Street Estimates for Key Metrics

Invesco (IVZ) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Invesco (IVZ) Earnings Expected to Grow: What to Know Ahead of Next Week's Release

Invesco (IVZ) has been upgraded to a Zacks Rank #2 (Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

All You Need to Know About Invesco (IVZ) Rating Upgrade to Buy

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Are Investors Undervaluing Invesco (IVZ) Right Now?

ATLANTA , Oct. 9, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,795.6 billion, an increase of 2.5% versus previous month-end.

Invesco Ltd. Announces September 30, 2024 Assets Under Management

A solid AUM balance, global footprint and efforts to bolster operating efficiency are expected to continue supporting IVZ amid weak top-line performance.

Restructuring Moves & AUM Aid Invesco, Muted Revenues a Concern

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Why Invesco (IVZ) is a Top Growth Stock for the Long-Term

ATLANTA , Oct. 1, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its third quarter 2024 results on Tuesday, October 22.

Invesco Ltd. To Announce Third Quarter 2024 Results

Canadian Imperial Bank of Commerce

Stifel Financial

SEC charges firms, including CM, SF and IVZ, millions in fines for longstanding failures to maintain and preserve electronic communications.

SEC Hits Several Companies With Fines to Settle WhatsApp Probe

LONDON, Sept. 17, 2024 (GLOBE NEWSWIRE) -- S64, the global alternative investments fintech and solutions partner to the wealth management industry, and Invesco Asset Management Limited (Invesco), the US$1.7 trillion global investment management firm, have announced a partnership to broaden access to Invesco Real Estate's European III Fund to the wealth management industry in Europe and Asia.

S64 and Invesco launch new European real estate fund for Private Wealth channel

A solid market performance and inflows drive IVZ's AUM balance up in August 2024.

Invesco's August AUM Balance Rises on Favorable Markets, Inflows

ATLANTA , Sept. 11, 2024 /PRNewswire/ -- Invesco Ltd.

Invesco Ltd. Announces August 31, 2024 Assets Under Management

ATLANTA , Sept. 3, 2024 /PRNewswire/ --Invesco Advisers, Inc., a subsidiary of Invesco Ltd.

News for Invesco Stock (IVZ)