Revenue segments as reported by the company.

Investment management fees

Service and distribution fees

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

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

Third-party distribution, service and advisory

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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.

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Invesco Ltd. (NYSE:IVZ ) Q1 2024 Earnings Conference Call April 23, 2024 9:00 AM ET Company Participants Greg Ketron - Head, Investor Relations Andrew Schlossberg - President and CEO Allison Dukes - Chief Financial Officer Conference Call Participants Dan Fannon - Jefferies Ken Worthington - JPMorgan Brennan Hawken - UBS Glenn Schorr - Evercore Bill Katz - TD Cowen Brian Bedell - Deutsche Bank Craig Siegenthaler - Bank of America Operator Welcome to Invesco's First Quarter Earnings Call -- Conference Call, excuse me.

Invesco Ltd. (IVZ) Q1 2024 Earnings Call Transcript

Although the revenue and EPS for Invesco (IVZ) give a sense of how its business performed in the quarter ended March 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Invesco (IVZ) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

Invesco (IVZ) records a y/y increase in the AUM balance in the first quarter of 2024.

Invesco (IVZ) Dips on Q1 Earnings Miss, Y/Y Revenue Decline

Invesco (IVZ) came out with quarterly earnings of $0.33 per share, missing the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.38 per share a year ago.

Invesco (IVZ) Q1 Earnings and Revenues Miss Estimates

Invesco Announces First Quarter Diluted EPS of $0.31; Adjusted Diluted EPS(1) of $0.33 ATLANTA , April 23, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended March 31, 2024.

Invesco Reports Results for the Three Months Ended March 31, 2024

Invesco (IVZ) doesn't possess 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) Reports Next Week: Wall Street Expects Earnings Growth

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Invesco's (IVZ) March 2024 AUM of $1.66 trillion represents a rise of 2% from the previous month.

Invesco (IVZ) March AUM Rises 2% on Upbeat Markets & Inflows

ATLANTA , April 9, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,662.7 billion, an increase of 2.0% versus previous month-end.

Invesco Ltd. Announces March 31, 2024 Assets Under Management

Promoters of private lender IndusInd Bank will buy a 60% stake in the Indian arm of global asset manager Invesco , the two companies said on Tuesday, without disclosing the deal amount.

IndusInd Bank promoters to acquire 60% of Invesco's India arm

Invesco expands its SMID cap factor ETFs to offer investors access to the differentiated return profile of small-cap and mid-cap factors ATLANTA , April 4, 2024  /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today that it has expanded its line-up of small-and-mid-cap (SMID) factor exchange traded funds (ETFs).

Small-cap and Mid-cap Factors Offer Unique Advantages

ATLANTA , April 2, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its first quarter 2024 results on Tuesday, April 23, 2024.

Invesco Ltd. To Announce First Quarter 2024 Results

Invesco California Value Municipal Income Trust

Invesco Trust For Investment Grade New York Municipals

ATLANTA , April 1, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today changes to the portfolio management team for each of the following Invesco closed-end funds (the "Funds"): Invesco California Value Municipal Income Trust (NYSE: VCV) Invesco Trust for Investment Grade New York Municipals (NYSE: VTN) Effective immediately, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco California Value Municipal Income Trust's and Invesco Trust for Investment Grade New York Municipals' portfolios: Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.

Invesco Advisers, Inc. Announces Changes to Portfolio Management Teams for Certain Invesco Closed-End Funds

Invesco (IVZ) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Invesco (IVZ) Upgraded to Buy: What Does It Mean for the Stock?

ATLANTA , March 19, 2024 /PRNewswire/ -- Invesco is proud to be recognized by the LSEG Lipper Fund Awards as the top Overall Fixed Income Fund Family (Large Firm) as well as 18 additional wins for leading mutual funds across its active fixed income and equities investments platform. Based on Lipper's quantitative, proprietary methodology, the awards pay tribute to outstanding performance for consistently strong risk-adjusted three-, five-, and 10-year returns relative to industry peers in each category.

Invesco Wins Overall Fixed Income Fund Family, 18 LSEG Lipper Awards for Outstanding Risk-Adjusted Returns across its Active Investments Platform

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Invesco (IVZ) is a Top-Ranked Growth Stock: Should You Buy?

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Market appreciation and inflows drive Invesco's (IVZ) AUM balance up 3% in February.

Invesco (IVZ) February AUM Up 3% on Upbeat Markets & Inflows

ATLANTA , March 11, 2024  /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,630.9 billion, an increase of 3.0% versus previous month-end.

Invesco Ltd. Announces February 29, 2024 Assets Under Management

Growth of the QQQ investing audience has fostered a larger ecosystem of related Nasdaq Index investment products, including QQQM ATLANTA , March 11, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today that Invesco QQQ, the flagship fund of the Invesco QQQ Innovation Suite, celebrates 25 years as a proxy for innovation.

Invesco QQQ Celebrates 25 years of Access to Innovation

ANNOUNCEMENT NO. 251 Major shareholder announcement Major shareholder announcement – Invesco Ltd.

Major shareholder announcement - Invesco Ltd.

ATLANTA , March 4, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today acknowledged with deep sadness the sudden passing of Mark F.

Invesco Announces the Passing of Chief Administrative Officer Mark F. Giuliano

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Invesco (IVZ) reports a slight decline in the January AUM balance due to subdued market performance and outflows.

News for Invesco Stock (IVZ)