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

On Monday, Invesco Ltd. (NYSE: IVZ), a leading global provider of ETFs, announced it has reached the final regulatory stage in it its effort to build its own active non-transparent ETF model.

Invesco In Final Phase For Innovative Active Non-Transparent ETF Model

ATLANTA, Nov. 9, 2020 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), announced today that it has reached the final regulatory stage in it its effort to build its own active non-transparent ETF model. The U.S. Securities and Exchange...

Invesco enters final phase for its innovative Active Non-transparent ETF Model

ATLANTA, Nov. 5, 2020 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) announced today that it is expanding its Board of Directors with three new members: Nelson Peltz and Ed Garden of Trian Fund Management, and Thomas M. Finke of Barings. Nelson Peltz and Ed Garden of Trian Fund Management, L.P....

Invesco Ltd. to expand its Board of Directors with three new members

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Top Ranked Income Stocks to Buy for November 2nd

ATLANTA, Oct. 30, 2020 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset manager, announced today the launch of a suite of seven fixed income separately managed account (SMA) strategies at UBS Wealth Management USA (WM). All strategies are participating in the new...

Invesco Fixed Income Strategies Added to UBS Global Wealth Management SMA Pricing Platform

Invesco (IVZ) is looking like an interesting pick from a technical perspective, as the company is seeing favorable trends on the moving average crossover front.

Moving Average Crossover Alert: Invesco (IVZ)

Invesco Ltd (IVZ) CEO Marty Flanagan on Q3 2020 Results - Earnings Call Transcript

Invesco (IVZ) delivered earnings and revenue surprises of 10.42% and -2.86%, respectively, for the quarter ended September 2020. Do the numbers hold clues to what lies ahead for the stock?

Invesco (IVZ) Q3 Earnings Beat Estimates

Rise in AUM balance and fall in expenses support Invesco's (IVZ) Q3 earnings despite lower revenues.

Invesco's (IVZ) Q3 Earnings Beat Estimates, AUM Balance Up

ATLANTA, Oct. 27, 2020 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended September 30, 2020. Flows long-term net inflows of $7.8 billion compared to outflows of $14.2 billion in Q2-20 AUM ending AUM increased 6.4% to $1,218.2 billion...

Invesco Reports Results for the Three Months Ended September 30, 2020

Higher asset balance is expected to have marginally supported Invesco's (IVZ) top line in the third quarter of 2020.

Improvement in AUM to Support Invesco's (IVZ) Q3 Earnings

Invesco Bond Fund

Invesco High Income Trust II

ATLANTA, Oct. 15, 2020 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today portfolio management changes for Invesco Bond Fund (NYSE: VBF) and Invesco High Income Trust II (NYSE: VLT). The following individuals are jointly and primarily...

Invesco Advisers Announces Portfolio Management Changes for Invesco Bond Fund and Invesco High Income Trust II

Invesco (IVZ) announces preliminary AUM of $1,218.2 billion for September, down 2.2% sequentially mainly on unfavorable market returns and FX decline.

Invesco September AUM Declines on Unfavorable Market Returns

ATLANTA, Oct. 12, 2020 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,218.2 billion, a decrease of 2.2% versus previous month-end. Total net outflows were $0.7 billion. The firm achieved net long-term inflows of $1.4...

Invesco Ltd. Announces September 30, 2020 Assets Under Management

ATLANTA, Oct. 12, 2020 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will announce its third quarter 2020 results on Tuesday, October 27, at 6:55 a.m. ET. A conference call will be held at 9 a.m. ET to discuss the results. Those wishing to participate should call: US & Canada Toll Free:...

Invesco Ltd. To Announce Third Quarter 2020 Results

Trian Fund management recently took a stake in both Invesco and Janus Henderson Group, raising the possibility of another merger in the asset management industry.

Deciphering what Nelson Peltz is up to with his big moves in the investment management space

Janus Henderson Group

Activist investors like shaking companies up and putting management in the hot seat.

Why Nelson Peltz Sees Value in Invesco and Janus Henderson

Invesco (IVZ) saw a big move last session, as its shares jumped more than 5% on the day, amid huge volumes.

Invesco (IVZ) Looks Good: Stock Adds 5.3% in Session

Invesco (IVZ) news for Friday includes the stock soaring higher following the revelation of a stake from Trian AM Holdco. The post Invesco News: IVZ Stock Surges 5% on Trian Stake appeared first on InvestorPlace.

Invesco News: IVZ Stock Surges 5% on Trian Stake

Trian Fund Management L.P has invested approximately $900 million in Invesco Ltd (NYSE: IVZ) and Janus Henderson Group PLC (NYSE: JHG) combined, with an intent to take on global giants in the asset management industry, according to the Wall Street Journal. After the stake purchase, Trian will hold a 9.9% position in each of the two companies.

Trian Fund Picks Up 9.9% Stake Each In Invesco And Henderson Group: WSJ

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Invesco has been a bad performer in the past.

Invesco: Value Opportunity Following Its Dividend Cut

AUM has been increasing, and strong insider trading has been taking place.

Invesco: Getting Closer To That Long-Term Buy Signal

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Invesco (IVZ) announces preliminary AUM by its subsidiaries of $1,245.8 billion for August, up 4.2% sequentially on favorable market returns, net inflows and FX.

News for Invesco Stock (IVZ)