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.

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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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SG&A

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Net PPE

Intangibles

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Total equity

Stockholders equity

Minority interest

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Net debt

Book value per share

Cash from operations

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Cash from investing

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Purchase/sale of business

Other sources

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Cash from other sources

Net change in cash

Free cash flow

ATLANTA, May 11, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,459.0 billion, an increase of 3.9% versus previous month-end.

Invesco Ltd. Announces April 30, 2021 Assets Under Management

Invesco Dynamic Credit Opportunities Fund

ATLANTA, May 7, 2021 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today plans for a reorganization and tender offer for Invesco Dynamic Credit Opportunities Fund (NYSE: VTA) (the "Fund").

Invesco Advisers Announces Plans for Reorganization and Tender Offer for Invesco Dynamic Credit Opportunities Fund

Invesco's (IVZ) CEO Marty Flanagan on Q1 2021 Results - Earnings Call Transcript

Higher revenues and impressive AUM balance support Invesco's (IVZ) Q1 earnings. Also, the company announces a 10% dividend hike.

Invesco (IVZ) Beats Q1 Earnings Estimates, Hikes Dividend 10%

Invesco (IVZ) delivered earnings and revenue surprises of 9.68% and 3.27%, respectively, for the quarter ended March 2021. Do the numbers hold clues to what lies ahead for the stock?

Invesco (IVZ) Tops Q1 Earnings and Revenue Estimates

Shares of Invesco (NYSE:IVZ) rose 0.1% in pre-market trading after the company reported Q1 results. Quarterly Results Earnings per share increased 100.00% over the past year to $0.68, which beat the estimate of $0.62.

Invesco: Q1 Earnings Insights

ATLANTA, April 27, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended March 31, 2021.

Invesco Reports Results for the Three Months Ended March 31, 2021

Invesco MSCI Green Building ETF

Embracing environmental, social, and governance (ESG) principles to enhance long-term value has become a strategic goal for both businesses and investors. As ESG strategies proliferate, what ideas should investors turn to to make the most informed decisions possible?

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Improvement in AUM balance and solid market appreciation are expected to have supported Invesco's (IVZ) Q1 earnings.

Rise in Assets Balance to Support Invesco (IVZ) Q1 Earnings

ATLANTA, April 22, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a global asset management firm that has been leading sustainable investing1 for over 15 years2, announced today that it has expanded its market leading, thematic environmental ETF suite with the launch of Invesco MSCI Green Building ETF (GBLD).

Invesco Expands Thematic Environmental Suite by Launching Invesco MSCI Green Building ETF

State Street

BOSTON--(BUSINESS WIRE)--State Street Corporation (NYSE: STT) today announced that it has entered into an agreement with Invesco Ltd. (NYSE: IVZ) which will result in Invesco adopting State Street Alpha℠, the first front-to-back asset servicing platform from a single provider for institutional and wealth management firms. The migration to Alpha is intended to simplify Invesco's investment infrastructure to improve scale, reduce risk and improve operating efficiency. State Street Alpha is a full

Invesco to Transition Front-to-Back Investment Servicing to State Street Alpha℠ Platform

ATLANTA, April 12, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,404.1 billion, an increase of 0.9% versus previous month-end.

Invesco Ltd. Announces March 31, 2021 Assets Under Management

ATLANTA, April 12, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) plans to report its first quarter 2021 results on Tuesday, April 27, 2021.

Invesco Ltd. To Announce First Quarter 2021 Results on April 27, 2021

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Invesco (IVZ) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Invesco (IVZ) Beat Estimates Again in Its Next Earnings Report?

ATLANTA, April 7, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today its 2020 Investment Stewardship Annual Report, which provides a detailed view into company engagements, including case studies, Invesco's proxy voting approach and social equity and climate change focus areas.

Invesco Publishes 2020 Annual Investment Stewardship Report

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As of late, it has definitely been a great time to be an investor in Invesco (IVZ).

Invesco's (IVZ) Shares March Higher, Can It Continue?

ATLANTA, March 16, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today that it will change the underlying indexes of two exchange-traded funds (ETFs) in its line-up: the Invesco Financial Preferred ETF (PGF) and the Invesco Variable Rate Preferred ETF (VRP).

Invesco Announces Changes to Two ETFs

Invesco (IVZ) witnesses a 1.8% sequential rise in February 2021 AUM.

Invesco (IVZ) February AUM Up on Favorable Markets & Inflows

ATLANTA, March 9, 2021 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,391.5 billion, an increase of 1.8% versus previous month-end.

Invesco Ltd. Announces February 28, 2021 Assets Under Management

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Rise in AUM balance and global reach will support Invesco's (IVZ) financials, going forward.

News for Invesco Stock (IVZ)