Revenue segments as reported by the company.

Investment management fees

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Gross Profit, Operating Income, and Net Income as a percentage of Revenue

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An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

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Year over year growth in Revenue and Operating Expenses.

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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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Invesco's (IVZ) AUM balance improves in July, driven by market appreciation and decent inflows.

Invesco's (IVZ) July AUM Rises on Favorable Markets, Inflows

ATLANTA , Aug. 12, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,732.0 billion, an increase of 0.9% versus previous month-end.

Invesco Ltd. Announces July 31, 2024 Assets Under Management

Invesco's pressures continue on the passive shift, but the cost-cutting plan has kicked into results. We don't think the carry trade unwind is much of an issue anymore for markets, and those two intense days around the weekend about capture the extent of it. However, with a tough environment and also not a particularly compelling valuation when looking globally, Invesco remains uncompelling.

Invesco: Not Concerned About The Unwind

Invesco Ltd. (IVZ) Q2 2024 Earnings Call Transcript

Invesco (IVZ) records a y/y increase in the AUM balance in the second quarter of 2024.

Invesco (IVZ) Q2 Earnings Beat Despite Y/Y Revenue Decline

Although the revenue and EPS for Invesco (IVZ) give a sense of how its business performed in the quarter ended June 2024, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Here's What Key Metrics Tell Us About Invesco (IVZ) Q2 Earnings

Invesco (IVZ) came out with quarterly earnings of $0.43 per share, beating the Zacks Consensus Estimate of $0.40 per share. This compares to earnings of $0.31 per share a year ago.

Invesco (IVZ) Tops Q2 Earnings and Revenue Estimates

ATLANTA , July 23, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded products (ETPs), 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 Ethereum ETF (QETH).

Invesco and Galaxy to Launch the Invesco Galaxy Ethereum ETF (QETH)

Invesco Announces Second Quarter Diluted EPS of $0.29; Adjusted Diluted EPS(1) of $0.43 ATLANTA , July 23, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended June 30, 2024.

Invesco Reports Results for the Three Months Ended June 30, 2024

Fee waiver brings QQA and RSPA management fee to zero ATLANTA , July 17, 2024  /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today that it will expand its active ETF platform by layering an options income strategy over two of its most well-known and high demand investment offerings.

Invesco Expands Active ETF Platform by Adding Innovative Option Strategy to Highest Demand Offerings

Invesco (IVZ) doesn't possess 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) Earnings Expected to Grow: Should You Buy?

Invesco's (IVZ) AUM balance in June 2024 rises 1.7% on the back of market appreciation and reinvested distributions, partially offset by foreign exchange depreciation.

Invesco's (IVZ) June AUM Up 1.7% on Favorable Markets, Inflows

ATLANTA , July 10, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,715.8 billion, an increase of 1.7% versus previous month-end.

Invesco Ltd. Announces June 30, 2024 Assets Under Management

ATLANTA , July 1, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its second quarter 2024 results on Tuesday, July 23.

Invesco Ltd. To Announce Second Quarter 2024 Results

Invesco MSCI Global Climate 500 ETF

New sustainable energy ETF lists with US$1.6 billion invested by Finnish pension insurer Varma at launch ATLANTA , June 27, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today the launch of the Invesco MSCI Global Climate 500 ETF (KLMT).

Invesco Launches the Invesco MSCI Global Climate 500 ETF (KLMT)

Two new BulletShares ETFs are now available to replace maturing funds ATLANTA , June 12, 2024  /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global provider of exchange-traded funds (ETFs), today announced the addition of two new BulletShares ETFs to its fixed income lineup.

Invesco Adds New Defined Maturity Bond ETFs to Robust Fixed Income Suite

Invesco (IVZ) reports a robust improvement in the May 2024 AUM balance driven by market appreciation and inflows.

Invesco's (IVZ) May AUM Up 3.8% on Upbeat Markets, Inflows

Invesco is to disband the team that made Neil Woodford an investment name before the subsequent scandals that beset the stock picker when he set up on his own. At one time, Woodford was running Invesco's equity income fund with a value of £33 billion but this has shrunk to £6.8 billion currently due to the flow of money out of UK shares and abroad.

Woodford 's old team to disappear as UK share exodus prompts restructure

ATLANTA , June 11, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,687.7 billion, an increase of 3.8% versus previous month-end.

Invesco Ltd. Announces May 31, 2024 Assets Under Management

Invesco (IVZ) remains well-poised for growth on strategic initiatives, diverse offerings and solid AUM. Yet, a high level of intangible assets on the balance sheet and weak revenues are woes.

Invesco's (IVZ) Strategic Moves & AUM Aid, Muted Revenues Ail

ATLANTA , May 23, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Andrew Schlossberg, President and Chief Executive Officer, will participate in a fireside chat at the Bernstein Strategic Decisions Conference in New York, NY on May 31, 2024 at 10:00am EDT.

Invesco Ltd. to Participate in the Bernstein Strategic Decisions Conference

Invesco offers a sustainable high-dividend yield and has a cheap valuation compared to peers, making it an attractive income play in the financial sector. The company has a diverse range of investment products, with a growing focus on passive investing through acquisitions. Invesco's net revenue yield has declined due to a shift towards lower-fee passive funds, but its investment performance in fixed income is positive.

Buy Invesco For Its 5% Dividend Yield

DALLAS , May 14, 2024 /PRNewswire/ -- Invesco Commercial Real Estate Finance Trust, Inc. ("INCREF"), a perpetual life real estate investment trust (REIT) focused on private credit secured by real estate, announced today that it has closed six loan transactions year-to-date, totaling $499.2 million in committed loans for multifamily properties situated in well-performing submarkets. These transactions increase INCREF's aggregate committed loans since inception to 16 loans totaling approximately $1.2 billion.

Invesco Commercial Real Estate Finance Trust, Inc. ("INCREF") Announces Six Loan Originations Totaling $499.2 Million

Invesco's (IVZ) April 2024 AUM of $1.63 trillion represents a decline of 2.3% from the previous month.

Invesco (IVZ) April AUM Declines 2.3% on Unfavorable Markets

ATLANTA , May 9, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,625.2 billion, a decrease of 2.3% versus previous month-end.

News for Invesco Stock (IVZ)