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 Value Municipal Income Trust

Invesco Quality Municipal Income Trust

Invesco Municipal Income Opportunities Trust

Invesco California Value Municipal Income Trust

Invesco Trust for Investment Grade Municipals

Invesco Advantage Municipal Income Trust II

Invesco Municipal Trust

Invesco Municipal Opportunity Trust

Invesco Pennsylvania Value Municipal Income Trust

Invesco Trust For Investment Grade New York Municipals

ATLANTA , June 8, 2023 /PRNewswire/ -- Invesco Advisers, Inc., a subsidiary of Invesco Ltd. (NYSE: IVZ), announced today portfolio management changes for the following Invesco closed-end municipal funds (the "Funds"): Invesco Advantage Municipal Income Trust II (NYSE American: VKI) Invesco California Value Municipal Income Trust (NYSE: VCV) Invesco Municipal Income Opportunities Trust (NYSE: OIA) Invesco Municipal Opportunity Trust (NYSE: VMO) Invesco Municipal Trust (NYSE: VKQ) Invesco Pennsylvania Value Municipal Income Trust (NYSE: VPV) Invesco Quality Municipal Income Trust (NYSE: IQI) Invesco Trust for Investment Grade Municipals (NYSE: VGM) Invesco Trust for Investment Grade New York Municipals (NYSE: VTN) Invesco Value Municipal Income Trust (NYSE: IIM)  Effective June 30, 2023, the following individuals are jointly and primarily responsible for the day-to-day management of Invesco Advantage Municipal Income Trust II, Invesco Municipal Opportunity Trust, Invesco Municipal Trust, Invesco Quality Municipal Income Trust, Invesco Trust for Investment Grade Municipals and Invesco Value Municipal Income Trust's portfolio:  Mark Paris, Portfolio Manager, who has been associated with Invesco and/or its affiliates since 2010.

Invesco Advisers Announces Portfolio Management Changes for Invesco Municipal Closed-End Funds

Investors need to pay close attention to Invesco (IVZ) stock based on the movements in the options market lately.

Is the Options Market Predicting a Spike in Invesco (IVZ) Stock?

Ameriprise Financial

Blackrock Inc

Higher interest rates will likely aid Zacks Investment Management stocks like BlackRock (BLK), Ameriprise (AMP) and Invesco (IVZ) despite industry headwinds.

3 Investment Management Stocks to Watch Amid Industry Headwinds

Invesco (IVZ) reports a marginal rise in AUM for April on favorable market performance.

Invesco's (IVZ) April AUM Rises Marginally on Favorable Markets

ATLANTA , May 9, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,484.3 billion, an increase of 0.1% versus previous month-end.

Invesco Ltd. Announces April 30, 2023 Assets Under Management

Invesco (IVZ) witnesses a hammer chart pattern, indicating support found by the stock after losing some value lately. This coupled with an upward trend in earnings estimate revisions could mean a trend reversal for the stock in the near term.

Invesco (IVZ) Forms 'Hammer Chart Pattern': Time for Bottom Fishing?

ATLANTA , May 2, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today announced that Allison Dukes, Senior Managing Director and Chief Financial Officer, will participate in a fireside chat at the Barclays Americas Select Franchise Conference in London, England on Tuesday, May 9 at 4:00am EDT.

Invesco Ltd. To Present at Barclays Americas Select Franchise Conference

Invesco Ltd. (IVZ) Q1 2023 Earnings Call Transcript.

Invesco Ltd. (IVZ) Q1 2023 Earnings Call Transcript

Lower expenses support Invesco's (IVZ) Q1 earnings, while a decline in revenues and AUM balance are headwinds.

Invesco (IVZ) Q1 Earnings Beat Estimates, AUM Balance Down

Invesco sees continued growth in Smart Beta adoption, anticipates the industry's Smart Beta Assets Under Management will reach $1 trillion this year ATLANTA , April 25, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset management firm, announced today that it will celebrate the anniversary of the launch of the first smart beta ETF, Invesco S&P 500® Equal Weight ETF (RSP).

First Smart Beta ETF, the Invesco S&P 500 Equal Weight ETF (Ticker: RSP), Celebrates its 20 Year Anniversary

Invesco (IVZ) came out with quarterly earnings of $0.38 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $0.56 per share a year ago.

Invesco (IVZ) Surpasses Q1 Earnings Estimates

Invesco Announces First Quarter Diluted EPS of $0.32; Adjusted Diluted EPS(1) of $0.38 ATLANTA , April 25, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months ended March 31, 2023.

Invesco Reports Results for the Three Months Ended March 31, 2023

DALLAS , April 19, 2023 /PRNewswire/ -- Invesco Real Estate, a global leader in the real estate investment management business, announced today the launch of Homestead Communities, a real estate operating company. Homestead Communities is dedicated to addressing the affordable housing crisis in the U.S. by providing safe, clean, and supportive communities for working families and retirees where they can own or rent affordable, high-quality, single-family manufactured homes.

Invesco Real Estate Launches Homestead Communities, a National Manufactured Housing Platform

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: What to Know Ahead of Q1 Release

ATLANTA , April 12, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,483.0 billion, an increase of 1.7% versus previous month-end.

Invesco Ltd. Announces March 31, 2023 Assets Under Management

Over the past year, Invesco's -30.34% price decline has trailed the broad market, down -10.43%, and the capital markets ETF, KCE, down -10.46%. This is a reflection of the downward pressure of interest rates and inflationary pressures on the broad market, as well as a decline in AUM inflow.

Invesco: Market Continues To Underprice AUM Scale Advantage

ATLANTA , April 3, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its first quarter 2023 results on Tuesday, April 25, 2023.

Invesco Ltd. To Announce First Quarter 2023 Results

Invesco Mortgage Capital

ATLANTA , March 27, 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 first quarter of 2023. The dividend will be paid on April 27, 2023 to stockholders of record on April 10, 2023, with an ex-dividend date of April 6, 2023.

Invesco Mortgage Capital Inc. Announces Quarterly Common Dividend and Provides Update on Estimated Results of Operations, Portfolio, Liquidity and Book Value

Credit Suisse

Pimco High Income Fund

Some of the biggest names in investing held Credit Suisse's AT1 bonds, which were marked down to zero by the Swiss regulator a week ago.

Bond giants Pimco and Invesco are facing losses of hundreds of millions on rotten Credit Suisse debt

Invesco's (IVZ) February AUM declines on unfavorable market performance.

Invesco's (IVZ) February AUM Down 1.7% on Weaker Markets

ATLANTA , March 9, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,458.0 billion, a decrease of 1.7% versus previous month-end.

Invesco Ltd. Announces February 28, 2023 Assets Under Management

ATLANTA , Feb. 15, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) announced today that it has appointed Ms.

Invesco Ltd. Announces Changes to its Board of Directors

ATLANTA , Feb. 9, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported preliminary month-end assets under management (AUM) of $1,482.7 billion, an increase of 5.2% versus previous month-end.

Invesco Ltd. Announces January 31, 2023 Assets Under Management

ATLANTA , Feb. 9, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ ) today announced that Allison Dukes, Senior Managing Director and Chief Financial Officer, and Anna Paglia , Managing Director and Global Head, ETFs and Indexed Strategies, are scheduled to present at the Bank of America Securities Financial Services Conference in New York, NY on February 14, 2023 at 9:40am EST.

Invesco Ltd. To Present at Bank of America Securities Financial Services Conference

Doug Sharp, Senior Managing Director and Head of EMEA, to assume expanded leadership role for the Americas and EMEA, and global responsibility for ETFs, SMAs and digital capabilities Stephanie Butcher, Chief Investment Officer, EMEA, and Tony Wong, Global Head of Fixed Income Investments, named Senior Managing Directors and Co-Heads of Investments Greg McGreevey, Senior Managing Director and Head of Investments, to retire ATLANTA , Feb. 8, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) announced today that Marty Flanagan , under whose strong leadership Invesco has grown to become one of the world's leading global investment management firms, has decided to retire as President and CEO on June 30, 2023.

Invesco Ltd. President and CEO Marty Flanagan to retire; Andrew Schlossberg, Invesco Senior Managing Director and Head of Americas, to become President and CEO on June 30, 2023

News for Invesco Stock (IVZ)