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

Invesco (IVZ) Down 0.4% Since Last Earnings Report: Can It Rebound?

DALLAS , May 23, 2022 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed, public non-listed REIT, announced today it acquired a majority interest in Everly Roseland, a 384,648 square foot, 360-unit garden-style multifamily community across 30 two-story buildings, following a partial sale to an affiliate. The property is located at 28 Nob Hill Road in Roseland, New Jersey and it is 95% leased.

Invesco Real Estate Income Trust Inc. and Skylight Real Estate Partners Acquire Multifamily Property in West Essex, NJ Submarket

ATLANTA , May 19, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Marty Flanagan, President and Chief Executive Officer, is scheduled to present at Alliance Bernstein's Strategic Decisions Conference in New York, NY on June 2, 2022 at 1:30pm EST.

Invesco Ltd. To Present at Alliance Bernstein's Annual Strategic Decisions Conference

ATLANTA , May 18, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Allison Dukes, Senior Managing Director and Chief Financial Officer, is scheduled to present at the Deutsche Bank Global Financial Services Conference in New York, NY on June 1, 2022 at 9:00am EST.

Invesco Ltd. To Present at Deutsche Bank Global Financial Services Conference

The Practice Innovation Index offers customized insights and actionable ideas designed to help deliver better outcomes for clients ATLANTA, May 18, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, and Cerulli Associates, a leader in market intelligence and consulting solutions for asset and wealth managers, announced today the launch of the Practice Innovation Index.

Invesco Launches Practice Innovation Index, Powered by Cerulli Associates, Designed to Help Financial Professionals Evaluate Their Businesses

DALLAS--(BUSINESS WIRE)--Montgomery Street Partners ("MSP"), a diversified commercial real estate investment firm, announced today it has raised $500 million in a private follow-on common equity offering for The Ground Lease REIT, Inc. (“GLR” or the “REIT”). GLR's follow-on offering increases the REIT's investment capacity to over $1.5 billion for new opportunities and attracted strong institutional demand, including anchor commitments from a major Canadian institutional investor and Invesco Re

Montgomery Street Partners Raises $500 Million in Private Follow-On Offering for The Ground Lease REIT, Inc.

Disappointing market performance and outflows lead to a decline in Invesco's (IVZ) April AUM balance.

Invesco (IVZ) April AUM Down on Unfavorable Market, Outflows

ATLANTA , May 10, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,476.1 billion, a decrease of 5.1% versus previous month-end.

Invesco Ltd. Announces April 30, 2022 Assets Under Management

DALLAS , April 27, 2022 /PRNewswire/ -- Invesco Real Estate Income Trust Inc. ("INREIT"), an institutionally managed, public non-listed REIT, announced today it acquired a 100% interest in a 52,275 square foot, 491-unit self-storage facility located at 3975 University Parkway in Winston-Salem, North Carolina. Developed in 2008, the climate-controlled property is 99.1% leased and located less than 1.5 miles away from Wake Forest University.

Invesco Real Estate Income Trust Inc. Acquires Self-Storage Property

The electric vehicle trade is attracting interest from Wall Street. Invesco's new ETF will give exposure to the metals critical for the energy transition.

Invesco launches ETF focused on metals required for electric vehicles, energy transition

New commodities solution brings investors access to the metals essential for electric vehicles in a first-of-its-kind ETF ATLANTA , April 27, 2022 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today that it has expanded its Invesco Commodities Exchange-Traded Fund (ETF) Suite with the launch of Invesco Electric Vehicle Metals Commodity Strategy No K-1 ETF (EVMT).

Invesco Expands Commodity ETF Suite with a Unique Electric Vehicle Commodities Strategy

Invesco Ltd. (NYSE:IVZ ) Q1 2022 Earnings Conference Call April 26, 2022 9:00 AM ET Company Participants Marty Flanagan - President and CEO Allison Dukes - Chief Financial Officer Conference Call Participants Brian Bedell - Deutsche Bank Brennan Hawken - UBS Glenn Schorr - Evercore Robert Lee - KBW Bill Katz - Citigroup Ken Worthington - JPMorgan Dan Fannon - Jefferies Patrick Davitt - Autonomous Research Michael Cyprys - Morgan Stanley Unidentified Company Representative Good morning and thank you all for joining us.

Invesco Ltd.'s (IVZ) CEO Marty Flanagan on Q1 2022 Results - Earnings Call Transcript

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

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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

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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.

News for Invesco Stock (IVZ)