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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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

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The 7 Most Undervalued Mid-Cap Stocks to Buy in March 2024

Market appreciation and inflows drive Invesco's (IVZ) AUM balance up 3% in February.

Invesco (IVZ) February AUM Up 3% on Upbeat Markets & Inflows

ATLANTA , March 11, 2024  /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,630.9 billion, an increase of 3.0% versus previous month-end.

Invesco Ltd. Announces February 29, 2024 Assets Under Management

Growth of the QQQ investing audience has fostered a larger ecosystem of related Nasdaq Index investment products, including QQQM ATLANTA , March 11, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today that Invesco QQQ, the flagship fund of the Invesco QQQ Innovation Suite, celebrates 25 years as a proxy for innovation.

Invesco QQQ Celebrates 25 years of Access to Innovation

ANNOUNCEMENT NO. 251 Major shareholder announcement Major shareholder announcement – Invesco Ltd.

Major shareholder announcement - Invesco Ltd.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

Is Invesco (IVZ) Stock Undervalued Right Now?

ATLANTA , March 4, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today acknowledged with deep sadness the sudden passing of Mark F.

Invesco Announces the Passing of Chief Administrative Officer Mark F. Giuliano

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Is Invesco (IVZ) a Great Value Stock Right Now?

Invesco (IVZ) reports a slight decline in the January AUM balance due to subdued market performance and outflows.

Invesco (IVZ) January AUM Dips on Weak Markets & Outflows

ATLANTA , Feb. 12, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,583.9 billion, a decrease of 0.1% versus previous month-end.

Invesco Ltd. Announces January 31, 2024 Assets Under Management

FORM 8.3 PUBLIC DEALING DISCLOSURE BY A PERSON WITH INTERESTS IN RELEVANT SECURITIES REPRESENTING 1% OR MORE Rule 8.3 of the Takeover Code (the “Code”) 1. KEY INFORMATION       (a) Full name of discloser: Invesco Ltd.

Invesco Ltd 8.3: Redrow PLC

Invesco Municipal Income Opportunities Trust

ATLANTA , Feb. 1, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. ("Invesco") (NYSE: IVZ), announced today the addition of Mark DeMitry to the portfolio management team for Invesco Municipal Income Opportunities Trust (the "Fund") (NYSE: OIA).

Invesco Advisers, Inc. Announces Addition to Portfolio Management Team for Invesco Municipal Income Opportunities Trust

ATLANTA , Jan. 29, 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 asset and blockchain investment managers, today announced a reduction in Invesco Galaxy Bitcoin ETF's (BTCO) Sponsor Fee by 14 basis points, lowering the total expense ratio from 0.39% to 0.25%.

Invesco and Galaxy drop the Sponsor Fee on Invesco Galaxy Bitcoin ETF (BTCO)

Invesco Ltd (NYSE:IVZ) suffered a $1.2 billion earnings hit in the fourth quarter due to an intangible impairment charge attributed to “prior acquisitions of management contracts of US retail mutual funds”. This led to a negative operating margin and diluted losses per share of -$1.64.

Invesco takes $1.2 billion impairment hit, management fees also down

A rise in AUM balance and strong balance sheet support Invesco's (IVZ) Q4 earnings amid lower revenues.

Invesco's (IVZ) Stock Slides Despite Q4 Earnings Beat, AUM Up

The headline numbers for Invesco (IVZ) give insight into how the company performed in the quarter ended December 2023, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Invesco (IVZ) Q4 Earnings: How Key Metrics Compare to Wall Street Estimates

Invesco Ltd. (IVZ) Q4 2023 Earnings Call Transcript

Invesco (IVZ) came out with quarterly earnings of $0.47 per share, beating the Zacks Consensus Estimate of $0.39 per share. This compares to earnings of $0.39 per share a year ago.

Invesco (IVZ) Tops Q4 Earnings Estimates

Invesco Announces Fourth Quarter Diluted EPS of $(1.64); Adjusted Diluted EPS(1) of $0.47  Intangible impairment of $1.2 billion negatively impacted Fourth Quarter Diluted EPS by $2.10 ATLANTA , Jan. 23, 2024 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months and year ended December 31, 2023.

Invesco Reports Results for the Three Months and Year Ended December 31, 2023

ATLANTA , Jan. 18, 2024 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today that the Boards of Trustees (the "Boards") of Invesco Advantage Municipal Income Trust II (VKI), Invesco Bond Fund (VBF), Invesco California Value Municipal Income Trust (VCV), Invesco High Income 2024 Target Term Fund (IHTA), Invesco High Income Trust II (VLT), Invesco Municipal Income Opportunities Trust (OIA), Invesco Municipal Opportunity Trust (VMO), Invesco Municipal Trust (VKQ), Invesco Pennsylvania Value Municipal Income Trust (VPV), Invesco Quality Municipal Income Trust (IQI), Invesco Senior Income Trust (VVR), Invesco Trust for Investment Grade Municipals (VGM), Invesco Trust for Investment Grade New York Municipals (VTN) and Invesco Value Municipal Income Trust (IIM) (collectively, the "Funds") appointed Carol Deckbar, Jeffrey H.

Invesco Advisers, Inc. Announces Appointment of New Trustees for Closed-End Funds

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.

News for Invesco Stock (IVZ)