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Invesco (IVZ)
NYSE:IVZ
Earnings Data
Report Date
Apr 22, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
0.38Last Year’s EPS
0.33Same Quarter Last Year
Based on 15 Analysts Ratings
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Earnings Call Summary
Earnings Call Date:Jan 28, 2025
|% Change Since: 0.00%
|Next Earnings Date:Apr 22, 2025
Earnings Call Sentiment|Positive
Invesco Ltd. demonstrated strong growth and strategic initiatives in the first quarter, marked by significant net asset inflows, a beneficial partnership with MassMutual and Barings, and increased dividend payouts. However, challenges such as volatility in global markets, outflows in fundamental equities, and pressure on operating expenses moderated the overall positive sentiment.Company Guidance
During the first quarter earnings call for Invesco Ltd., the company reported robust financial performance and strategic initiatives. The quarter saw $17.6 billion in long-term net asset inflows, representing a 5.3% annualized growth rate. Adjusted operating income increased by 18%, with operating margins expanding by over 330 basis points compared to the same quarter last year. Invesco Ltd. also announced a significant new strategic product distribution partnership with MassMutual, entailing a $650 million seed investment, and a $1 billion repurchase of preferred stock to enhance balance sheet flexibility. The partnership with Barings aims to deliver private credit-oriented income solutions to U.S. wealth management clients. The company highlighted its geographic diversity and local presence across the Americas, EMEA, and Asia Pacific, which contributed to $15 billion in net long-term inflows from Asia Pacific and EMEA regions. Furthermore, despite market volatility, Invesco Ltd.'s global ETF and index platform recorded 13% annualized organic growth. The company also increased its quarterly common stock dividend and emphasized disciplined expense management to navigate the uncertain market environment.Strong Growth in Net Asset Inflows
Invesco Ltd. generated $17.6 billion in long-term net asset inflows, achieving a 5.3% annualized growth rate. This contributed to an 18% increase in adjusted operating income and a 330 basis point expansion in operating margins compared to the same quarter last year.
Strategic Partnership with MassMutual and Barings
Invesco Ltd. announced a new strategic product distribution partnership with MassMutual and Barings, including a $1 billion repurchase of preferred stock. This partnership is focused on delivering private credit-oriented income solutions to US wealth management clients, supported by MassMutual's initial investment of $650 million.
Record ETF Growth
Invesco Ltd.'s global ETF and index platform recorded 13% annualized organic growth in the first quarter. The QQQM ETF achieved near-record flows of $4 billion, and net new ETF flows in EMEA amounted to $8 billion.
Successful Preferred Stock Repurchase
Invesco Ltd. reached an agreement with MassMutual to repurchase $1 billion of preferred stock, providing balance sheet flexibility and anticipated EPS accretion of $0.13 on a run-rate basis once loans are repaid.
Dividend Increase
Invesco Ltd. announced an increase in its quarterly common stock dividend from $0.205 to $0.21 per share, reflecting strong cash position and cash flow.
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IVZ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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IVZ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
| Apr 22, 2025 | $12.46 | $13.49 | +8.27% |
| Jan 28, 2025 | $17.55 | $19.12 | +8.95% |
| Oct 22, 2024 | $17.61 | $17.63 | +0.11% |
| Jul 23, 2024 | $15.92 | $16.22 | +1.88% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Invesco (IVZ) report earnings?
Invesco (IVZ) is schdueled to report earning on Apr 22, 2025, TBA Not Confirmed.
What is Invesco (IVZ) earnings time?
Invesco (IVZ) earnings time is at Apr 22, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is IVZ EPS forecast?
IVZ EPS forecast for the fiscal quarter 2025 (Q1) is 0.38.
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