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

Gross profit

Operating expenses

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

An increase in expenses hurt Invesco's (IVZ) Q1 earnings, while higher revenues and robust AUM balance offer some support.

Invesco (IVZ) Down on Q1 Earnings Miss, Dividend Up by 10%

Invesco (IVZ) delivered earnings and revenue surprises of -8.20% and 2.08%, respectively, for the quarter ended March 2022. Do the numbers hold clues to what lies ahead for the stock?

Invesco (IVZ) Misses Q1 Earnings and Revenue Estimates

Invesco Announces First Quarter Diluted EPS of $0.43; Adjusted Diluted EPS(1) of $0.56 ATLANTA , April 26, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended March 31, 2022.

Invesco Reports Results for the Three Months Ended March 31, 2022

Given the expected decline in asset balances, Invesco's (IVZ) first-quarter 2022 performance fee is likely to have been negatively impacted.

What is in the Offing for Invesco (IVZ) in Q1 Earnings?

NEW YORK & LONDON--(BUSINESS WIRE)-- #SOFR--SOFR Academy Appoints London Business School Professor of Finance Alex Edmans to Panel of Advisors

SOFR Academy Appoints London Business School Professor of Finance Alex Edmans to Panel of Advisors

ATLANTA , April 11, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,555.9 billion, an increase of 1.6% versus previous month-end.

Invesco Ltd. Announces March 31, 2022 Assets Under Management

IVZ has almost doubled its Asia Pacific AUM in 2 years, and by 2025, that region could be responsible for a quarter of the company's AUM.

Invesco: Good Buy Now, But Chinese Expansion Could Turn Out Bad

U.S. investment firm Invesco is set to cut its holding in India's Zee Entertainment by more than a third to 11%, it said on Wednesday, days after abandoning an attempt to shake up the management at the Indian media company.

Invesco to cut stake in India's Zee by more than a third to 11%

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

Invesco Ltd. To Announce First Quarter 2022 Results

Aspen Aerogels

Cricut

Although Dow Jones closed slightly lower on Wednesday, there were a few notable insider trades. When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain.

Executives Buy More Than $132M Of 3 Stocks

JELD-WEN Hld

Although crude oil futures traded lower this morning on Monday, there were a few notable insider trades. When insiders purchase shares, it indicates their confidence in the company's prospects or that they view the stock as a bargain.

Executives Buy Over $70M Of 3 Stocks

Supported by diverse product offerings and robust assets under management growth, Invesco's (IVZ) revenues are expected to keep improving. However, elevated costs might hurt profits.

Solid AUM Aids Invesco's (IVZ) Top Line Despite High Costs

Invesco's (IVZ) AUM balance for February declines on market depreciation, while net inflows and favorable FX movement offer some support.

Invesco's (IVZ) February AUM Declines on Unfavorable Markets

ATLANTA, March 9, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,531.4 billion, a decrease of 1.3% versus previous month-end.

Invesco Ltd. Announces February 28, 2022 Assets Under Management

The current annualized dividend paid by Invesco is $0.68/share, currently paid in quarterly installments, and its most recent dividend ex-date was on 02/15/2022.

This Stock Has A 3.45% Yield And Sells For Less Than Book

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

Invesco (IVZ) Down 0.7% Since Last Earnings Report: Can It Rebound?

ATLANTA, Feb. 18, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE:IVZ) today announced that it will hold its 2022 Annual General Meeting of Shareholders on Thursday, May 12, 2022 at 1:00 p.m.

Invesco Ltd. Announces 2022 Annual General Meeting of Shareholders

DALLAS, Feb. 18, 2022 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed public non-listed REIT, announced today the acquisition of an industrial property and a grocery-anchored retail property. The combined purchase price was $94 million, bringing the gross assets of the INREIT portfolio to more than $850 million.

Invesco Real Estate Income Trust Inc. Acquires Industrial and Grocery-Anchored Retail Properties

Invesco's (IVZ) preliminary AUM for month-end January 2022 of $1,550.9 billion is down 3.7% from the previous month. The decline is mainly due to unfavorable market returns and foreign exchange rate.

Invesco (IVZ) January AUM Down on Unfavorable Markets, Outflows

ATLANTA, Feb. 9, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,550.9 billion, a decrease of 3.7% versus previous month-end.

Invesco Ltd. Announces January 31, 2022 Assets Under Management

Invesco (IVZ) plans to hire dozens of people in China as it reached its $100-billion asset target earlier than expected.

Invesco (IVZ) Ahead of AUM Target, To Increase Staff in China

ATLANTA, Feb. 1, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) announced today that Nelson Peltz, Chief Executive Officer and Founding Partner for Trian Fund Management, and Ed Garden, Chief Investment Officer and Founding Partner for Trian, have informed the firm that they are stepping down from the Board of Directors, effective immediately, in light of their appointment to the Board of Directors of Janus Henderson Group plc.

Invesco Ltd. announces changes to its Board of Directors

Quest Diagnostics

Foot Locker

International Paper

CarMax

Rio Tinto plc Sponsored

Smith & Wesson Brands

With growing concerns about stability inducing significant fear, contrarians may have an opportunity with undervalued stocks. The post 7 Undervalued Stocks That Won't Stay That Way for Long appeared first on InvestorPlace.

7 Undervalued Stocks That Won't Stay That Way for Long

Invesco Ltd. (IVZ) CEO Marty Flanagan on Q4 2021 Results - Earnings Call Transcript

Rise in revenues and AUM balance supports Invesco's (IVZ) Q4 results.

News for Invesco Stock (IVZ)