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

Invesco (IVZ) delivered earnings and revenue surprises of 13.16% and 1.43%, respectively, for the quarter ended December 2021. Do the numbers hold clues to what lies ahead for the stock?

Invesco (IVZ) Q4 Earnings and Revenues Surpass Estimates

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The three major U.S. equities indexes posted small gains on Monday to break a four-day streak of losses.

Tuesday's 5 S&P 500 Winners and 5 Losers in the Premarket

ATLANTA, Jan. 25, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months and year ended December 31, 2021.

Invesco Reports Results for the Three Months and Year Ended December 31, 2021

A rise in AUM balance is expected to have supported Invesco's (IVZ) Q4 earnings.

Rise in AUM Balance to Support Invesco's (IVZ) Q4 Earnings

I wrote an article on Invesco back in late 2021. The company has since then underperformed the overall market. However, fundamentals are excellent - and at this price, you could consider the company even more appealing than back then.

Invesco Is Still A 'Buy' Going Into 2022

Invesco Mortgage Capital

ATLANTA, Jan. 13, 2022 /PRNewswire/ -- Invesco Mortgage Capital Inc. (the "Company") (NYSE: IVR) announced today that Don Liu will join its Board of Directors in mid-February. Mr. Liu serves as Executive Vice President, Chief Legal and Risk Officer and Corporate Secretary of Target Corporation.

Don Liu to join Invesco Mortgage Capital Inc. Board of Directors

Here is how Invesco (IVZ) and Ameriprise Financial Services (AMP) have performed compared to their sector so far this year.

Has Invesco (IVZ) Outpaced Other Finance Stocks This Year?

ATLANTA, Jan. 11, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,610.9 billion, an increase of 2.4% versus previous month-end.

Invesco Ltd. Announces December 31, 2021 Assets Under Management

ATLAS CORP

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The P/B ratio helps to identify low-priced stocks that have high-growth prospects. Ford Motor Company (F), General Motors Company (GM), Invesco (IVZ), DXC Technology Company (DXC) and Atlas Corp. (ATCO) are some such picks.

Buy These 5 Price-to-Book Value Stocks in 2022 for Gains

DALLAS, Jan. 4, 2022 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed public non-listed REIT, announced today it acquired a 13-story, 384-unit (833-bed) student housing facility located at Arizona State University. Developed in 2017, the property is 100% leased for the current academic year and a less than five-minute walk to campus.

Invesco Real Estate Income Trust Inc. Acquires Student Housing in Tempe, AZ

ATLANTA, Jan. 3, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its fourth quarter 2021 results on Tuesday, January 25, 2022.

Invesco Ltd. To Announce Fourth Quarter 2021 Results

Blackrock Inc

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

IVZ or BLK: Which Is the Better Value Stock Right Now?

ATLANTA, Dec. 15, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, today announced that it will change the underlying index of Invesco S&P 500 Equal Weight Energy ETF (RYE).

Invesco Announces an ETF Index Change

Invesco (IVZ) records a 1.3% sequential decline in preliminary assets under management for November 2021.

Invesco (IVZ) November AUM Falls 1.3% on Unfavorable Markets

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Wells Fargo's meager dividend and limited upside from here make the company less attractive compared to other bank stocks. Despite management's efforts to turn the bank around, it is still plagued with the same issues that put them in the "penalty box".

3 Better Financial Dividend Stocks Than Wells Fargo

ATLANTA, Dec. 9, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,572.5 billion, a decrease of 1.3% versus previous month-end.

Invesco Ltd. Announces November 30, 2021 Assets Under Management

ATLANTA, Dec. 1, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), announced today that the three newest additions to its BulletShares® ETF suite are available to replace the ETFs maturing at year-end 2021.

Invesco Adds Three Defined Maturity Bond ETFs to its BulletShares Suite

ATLANTA, Nov. 29, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), announced today that it expects to deliver capital gains distributions across 30 Invesco ETFs.1 For the funds listed in the Table, the ex-date for the 2021 capital gains distributions will be Monday, December 20, 2021.

Invesco Provides Estimated Capital Gain Distribution Information for 2021

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

Invesco (IVZ) Down 2.1% Since Last Earnings Report: Can It Rebound?

ATLANTA, Nov. 23, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Marty Flanagan, President and Chief Executive Officer, is scheduled to present at the Goldman Sachs 2021 US Financial Services Conference on December 7, 2021 at 3:40pm EST.

Invesco Ltd. To Present at Goldman Sachs 2021 US Financial Services Conference

Invesco (IVZ) records a 4.3% sequential rise in preliminary assets under management for October 2021.

Invesco (IVZ) October AUM Rises 4.3% on Strong Markets, Inflows

ATLANTA, Nov. 9, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,593.7 billion, an increase of 4.3% versus previous month-end.

Invesco Ltd. Announces October 31, 2021 Assets Under Management

Invesco Ltd.: Form 8 (OPD) - Sensyne Health PLC

Q3 showed growing AUM, growing sales and adjusted operating margins of over 40%.

Invesco: Further Gains On The Cards

Invesco Dynamic Credit Opportunities Fund

ATLANTA, Nov. 1, 2021 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today the completion of the reorganization (the "Reorganization") of Invesco Dynamic Credit Opportunities Fund (NYSE: VTA) (the "Fund") into a newly created closed-end interval fund, Invesco Dynamic Credit Opportunity Fund (the "Interval Fund").

News for Invesco Stock (IVZ)