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.

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Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

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.

Analysts Estimate Invesco (IVZ) to Report a Decline in Earnings: What to Look Out for

ATLANTA & NEW YORK--(BUSINESS WIRE)--KKR, a leading global investment firm, today announced that Global Atlantic Financial Group (“Global Atlantic”), a majority-owned subsidiary of KKR, has acquired Atlantic Yards, a Class A trophy, two-building office asset located in Midtown Atlanta, from global real estate firm, Hines, and its institutional joint venture partner advised by Invesco Real Estate, a global real estate investment manager. Atlantic Yards consists of 523,511 square feet (SF) of Tro

KKR Acquires Atlantic Yards in Atlanta, Georgia

ATLANTA , July 12, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,390.4 billion, a decrease of 4.2% versus previous month-end.

Invesco Ltd. Announces June 30, 2022 Assets Under Management

ATLANTA , July 11, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its second quarter 2022 results on Wednesday, July 27, 2022.

Invesco Ltd. Announces New Second Quarter 2022 Results Release Date of July 27, 2022

DALLAS , July 7, 2022 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed, public non-listed REIT, announced today two self-storage portfolio acquisitions consisting of five properties located in Bend, Oregon and Clarksville, Tennessee. The combined purchase price was $42 million, bringing INREIT's self-storage portfolio to over $128 million.

Invesco Real Estate Income Trust Inc. Acquires Two Self-Storage Portfolios

ATLANTA , July 1, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its second quarter 2022 results on Tuesday, July 26, 2022.

Invesco Ltd. To Announce Second Quarter 2022 Results

Global investment firm selects FLX to complement its omnichannel engagement strategy BERNARDSVILLE, N.J. , June 22, 2022 /PRNewswire/ -- FLX Networks, the innovative network revolutionizing the engagement experience between asset and wealth managers, proudly announces the addition of Invesco Ltd.

FLX Networks Announces Invesco Has Joined Platform

Invesco is an interesting company - it may not be the safest investment, but it's certainly an interesting one with a high yield and cheap. In this article, I'll update my thesis on Invesco.

Invesco: More Appealing After A 40%+ Drop

Jefferies Financial Group Inc

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These six high-yield dividend stocks have payout ratios that are very low, indicating that the companies can well afford to pay the dividends. The post 6 High-Yield Dividend Stocks With Solid Earnings to Boot appeared first on InvestorPlace.

6 High-Yield Dividend Stocks With Solid Earnings to Boot

Invesco Mortgage Capital

o15 combines capital with community to build a new model for supporting women and minority entrepreneurs ATLANTA , June 14, 2022 /PRNewswire/ -- Finance veterans Colin Meadows, Kenneth Saffold, and Brian Morris, today announced the official launch of o15 Capital Partners ("o15"), a mission-driven alternatives investment firm that will provide capital to companies led by and serving undercapitalized entrepreneurs and communities. o15 seeks to provide institutions the opportunity to invest in a more diverse economy through credit and equity investments in lower-middle-market businesses in the United States, with a particular emphasis on businesses led by women or minorities.

Team of Investment Industry Veterans Launches o15 Capital Partners, a Mission-Driven Alternatives Investment Firm

Apollo Investment

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6 undervalued financial stocks to buy now. These stocks all trade below book value and/or have very low price-to-earnings (P/E) multiples.

6 Undervalued Financial Stocks to Buy Now

Net outflows in the money market hurt Invesco's (IVZ) AUM balance in May.

Invesco's (IVZ) May AUM Declines on Money Market Outflows

ATLANTA , June 9, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,451.6 billion, a decrease of 1.7% versus previous month-end.

Invesco Ltd. Announces May 31, 2022 Assets Under Management

Invesco (IVZ) reported earnings 30 days ago. What's next for the stock?

Invesco (IVZ) Down 0.4% Since Last Earnings Report: Can It Rebound?

DALLAS , May 23, 2022 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed, public non-listed REIT, announced today it acquired a majority interest in Everly Roseland, a 384,648 square foot, 360-unit garden-style multifamily community across 30 two-story buildings, following a partial sale to an affiliate. The property is located at 28 Nob Hill Road in Roseland, New Jersey and it is 95% leased.

Invesco Real Estate Income Trust Inc. and Skylight Real Estate Partners Acquire Multifamily Property in West Essex, NJ Submarket

ATLANTA , May 19, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Marty Flanagan, President and Chief Executive Officer, is scheduled to present at Alliance Bernstein's Strategic Decisions Conference in New York, NY on June 2, 2022 at 1:30pm EST.

Invesco Ltd. To Present at Alliance Bernstein's Annual Strategic Decisions Conference

ATLANTA , May 18, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Allison Dukes, Senior Managing Director and Chief Financial Officer, is scheduled to present at the Deutsche Bank Global Financial Services Conference in New York, NY on June 1, 2022 at 9:00am EST.

Invesco Ltd. To Present at Deutsche Bank Global Financial Services Conference

The Practice Innovation Index offers customized insights and actionable ideas designed to help deliver better outcomes for clients ATLANTA, May 18, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, and Cerulli Associates, a leader in market intelligence and consulting solutions for asset and wealth managers, announced today the launch of the Practice Innovation Index.

Invesco Launches Practice Innovation Index, Powered by Cerulli Associates, Designed to Help Financial Professionals Evaluate Their Businesses

DALLAS--(BUSINESS WIRE)--Montgomery Street Partners ("MSP"), a diversified commercial real estate investment firm, announced today it has raised $500 million in a private follow-on common equity offering for The Ground Lease REIT, Inc. (“GLR” or the “REIT”). GLR's follow-on offering increases the REIT's investment capacity to over $1.5 billion for new opportunities and attracted strong institutional demand, including anchor commitments from a major Canadian institutional investor and Invesco Re

Montgomery Street Partners Raises $500 Million in Private Follow-On Offering for The Ground Lease REIT, Inc.

Disappointing market performance and outflows lead to a decline in Invesco's (IVZ) April AUM balance.

Invesco (IVZ) April AUM Down on Unfavorable Market, Outflows

ATLANTA , May 10, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,476.1 billion, a decrease of 5.1% versus previous month-end.

Invesco Ltd. Announces April 30, 2022 Assets Under Management

DALLAS , April 27, 2022 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed, public non-listed REIT, announced today it acquired a 100% interest in a 52,275 square foot, 491-unit self-storage facility located at 3975 University Parkway in Winston-Salem, North Carolina. Developed in 2008, the climate-controlled property is 99.1% leased and located less than 1.5 miles away from Wake Forest University.

Invesco Real Estate Income Trust Inc. Acquires Self-Storage Property

The electric vehicle trade is attracting interest from Wall Street. Invesco's new ETF will give exposure to the metals critical for the energy transition.

Invesco launches ETF focused on metals required for electric vehicles, energy transition

New commodities solution brings investors access to the metals essential for electric vehicles in a first-of-its-kind ETF ATLANTA , April 27, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today that it has expanded its Invesco Commodities Exchange-Traded Fund (ETF) Suite with the launch of Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT).

Invesco Expands Commodity ETF Suite with a Unique Electric Vehicle Commodities Strategy

Invesco Ltd. (NYSE:IVZ ) Q1 2022 Earnings Conference Call April 26, 2022 9:00 AM ET Company Participants Marty Flanagan - President and CEO Allison Dukes - Chief Financial Officer Conference Call Participants Brian Bedell - Deutsche Bank Brennan Hawken - UBS Glenn Schorr - Evercore Robert Lee - KBW Bill Katz - Citigroup Ken Worthington - JPMorgan Dan Fannon - Jefferies Patrick Davitt - Autonomous Research Michael Cyprys - Morgan Stanley Unidentified Company Representative Good morning and thank you all for joining us.

News for Invesco Stock (IVZ)