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

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SG&A

Operating income

EBITDA

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Earnings per share

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Non-current assets

Net PPE

Intangibles

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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

Evaluate the expected performance of Invesco (IVZ) for the quarter ended December 2023, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Invesco (IVZ) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates

Invesco (IVZ) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Invesco (IVZ) Expected to Beat Earnings Estimates: Should You Buy?

Invesco (IVZ) is seeing favorable earnings estimate revision activity and has a positive Zacks Earnings ESP heading into earnings season.

Why Earnings Season Could Be Great for Invesco (IVZ)

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Solid market performance and long-term net inflows drive Invesco's (IVZ) December 2023 AUM balance.

Invesco (IVZ) December AUM Rises on Upbeat Markets & Inflows

Invesco Galaxy Bitcoin Etf

Fee waiver brings BTCO management fee to zero ATLANTA , Jan. 11, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), in partnership with Galaxy Asset Management,1, one of the world's largest digital assets and blockchain investment managers, today announced the launch of the Invesco Galaxy Bitcoin ETF (BTCO).

Invesco and Galaxy to Offer Efficient Exposure to Spot Bitcoin Through the Invesco Galaxy Bitcoin ETF (BTCO)

ATLANTA , Jan. 10, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,585.3 billion, an increase of 2.8% versus previous month-end.

Invesco Ltd. Announces December 31, 2023 Assets Under Management

Invesco China Technology ETF

Invesco AAA CLO Floating Rate Note ETF

Invesco S&P 500 BuyWrite ETF

Invesco Raymond James SB-1 Equity ETF

PBP, CQQQ and RYJ to reduce fees; fee waiver extended for ICLO ATLANTA , Jan. 4, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, has announced that it will implement changes to four ETFs, as further outlined below.

Invesco Announces Changes to Four ETFs

ATLANTA , Jan. 2, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its fourth quarter 2023 results on Tuesday, Jan. 23, 2024.

Invesco Ltd. To Announce Fourth Quarter 2023 Results

Invesco's (IVZ) top line is expected to remain under pressure in the near term due to macroeconomic headwinds.

Revenue Pressure, High Level of Goodwill to Hurt Invesco (IVZ)

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Invesco Mortgage Capital

ATLANTA , Dec. 19, 2023 /PRNewswire/ -- Invesco Mortgage Capital Inc. (the "Company") (NYSE: IVR) today announced that its Board of Directors declared a cash dividend of $0.40 per share of common stock for the fourth quarter of 2023 on December 18, 2023. The dividend will be paid on January 26, 2024 to stockholders of record on December 29, 2023, with an ex-dividend date of December 28, 2023.

Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend and Provides Update on Book Value and Portfolio

DALLAS , Dec. 19, 2023 /PRNewswire/ --  Invesco Commercial Real Estate Finance Trust, Inc. ("INCREF"), a non-listed, perpetual life real estate investment trust (REIT) focused on private credit secured by real estate, announced today that it has closed three loan transactions in Q4 2023, totaling $231.5 million to industrial and multifamily properties located in well-positioned submarkets. These transactions increase INCREF's aggregate loan originations to approximately $648.9 million.

Invesco Commercial Real Estate Finance Trust, Inc. ("INCREF") Announces Three Loan Originations Totaling $231.5 Million

Coinbase

After what industry participants are calling a big, messy “cleanup” of the digital asset industry, crypto bulls are hopeful that the fledgling space will be anchored by more established, regulated players in 2024.

How a big, messy ‘cleanup' in crypto could pave way for a more regulated, mature market in 2024

Invesco (IVZ) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Invesco (IVZ) Surges 7.6%: Is This an Indication of Further Gains?

Invesco's (IVZ) November AUM balance surges on robust market appreciation and inflows.

Invesco (IVZ) November AUM Soars on Favorable Market & Inflows

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ATLANTA , Dec. 11, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,542.1 billion, an increase of 6.3% versus previous month-end.

Invesco Ltd. Announces November 30, 2023 Assets Under Management

Boston Properties

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There's nothing like a plunge in yields to 4.1% to cool the dash to buy 10-year Treasuries. Now you can buy S&P 500 stocks that yield more.

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New ETFs offer opportunities for growth-in-cash-flow and growth-in-dividends that align with the current macroeconomic environment ATLANTA , Dec. 6, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), today announced the launch of two unique ETFs that target distinctive strategies not previously available to investors.

Invesco Adds Two First-to-Market ETFs to its Robust Suite of Smart Beta ETFs

Jones Lang LaSalle

Acquisition Strengthens St. Louis Real Estate Market ST. LOUIS , Dec. 5, 2023 /PRNewswire/ -- In a significant move strengthening the thriving real estate landscape of St. Louis, Passco Companies, a privately held California-based commercial real estate company that specializes in acquisition, development, and property and asset management throughout the U.S. has completed the acquisition of Cortona at Forest Park, a 278-unit Class-A apartment community.

Passco surpasses $4 Billion AUM, $250M in the Midwest, with the acquisition of Cortona at Forest Park in St. Louis, MO

Invesco High Income 2023 Target Term Fund

ATLANTA , Dec. 4, 2023  /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today that it completed the termination and liquidation of the Invesco High Income 2023 Target Term Fund (NYSE: IHIT) (the "Fund").

Invesco Advisers, Inc. Announces Termination and Liquidation of Invesco High Income 2023 Target Term Fund

BlackRock (BLK), Invesco (IVZ) and WisdomTree (WT) are three asset managers that must be watched closely as the SEC seeks public opinion on required rule change for Fidelity's ETF application.

3 Stocks to Watch as SEC Goes Public on Crypto ETF Applications

Chesapeake Energy

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

News for Invesco Stock (IVZ)