Invesco (NYSE:IVZ) Issues Quarterly Earnings Results

Invesco (NYSE:IVZ) issued its earnings results on Tuesday. The asset manager reported $0.71 EPS for the quarter, topping the consensus estimate of $0.67 by $0.04, FiscalAI reports. The business had revenue of $1.33 billion during the quarter, compared to the consensus estimate of $1.32 billion. Invesco had a positive return on equity of 11.34% and a negative net margin of 6.11%.The firm’s revenue was up 20.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.36 EPS.

Here are the key takeaways from Invesco’s conference call:

• Record growth continued: Invesco reported $45.1 billion of second-quarter net long-term inflows, a nearly 9% annualized organic growth rate, and record $2.5 trillion in AUM. Year-to-date net inflows reached $67 billion.
• Strong flows and expense discipline drove significant operating leverage. Second-quarter net revenue rose more than 20% year over year, adjusted operating income increased 45%, adjusted EPS nearly doubled to $0.71, and the operating margin expanded to 37.5%.
• ETFs and index products were major growth drivers, generating a record $30 billion of quarterly inflows. The QQQ franchise added $14 billion of inflows, grew AUM 20% in the first half, and exceeded $10 billion across its new Hong Kong and Tokyo listings.
• Fundamental equities remained a weak spot, with $7.7 billion of net outflows during the quarter despite improving performance and select areas of strength. Management also acknowledged continued pressure on revenue yields as client demand shifts toward lower-fee ETFs, SMAs, and index products.
• Invesco reduced net debt by more than $450 million in the quarter and lowered its leverage ratio, including preferred stock, to 1.9 times. The company increased share repurchases to $50 million, raised its quarterly dividend to $0.215 per share, and is targeting a total payout ratio near 60%.

Invesco Trading Down 2.6%

Shares of IVZ opened at $28.66 on Wednesday. Invesco has a 1-year low of $20.08 and a 1-year high of $31.02. The company has a market capitalization of $12.70 billion, a P/E ratio of -19.75, a P/E/G ratio of 0.49 and a beta of 1.62. The company has a debt-to-equity ratio of 1.01, a current ratio of 1.45 and a quick ratio of 1.45. The firm’s 50 day simple moving average is $28.10 and its 200 day simple moving average is $26.68.

Invesco Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, September 2nd. Investors of record on Friday, August 14th will be paid a $0.215 dividend. This represents a $0.86 dividend on an annualized basis and a yield of 3.0%. The ex-dividend date of this dividend is Friday, August 14th. Invesco’s dividend payout ratio (DPR) is currently -58.50%.

Trending Headlines about Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Quarterly earnings exceeded expectations. Invesco reported adjusted diluted EPS of $0.71, ahead of the $0.67 consensus, while revenue reached approximately $1.83 billion, up 20.5% year over year. Reported diluted EPS was $0.76, compared with a loss of $0.03 in the prior-year quarter. Invesco Reports Results for the Three Months Ended June 30, 2026
• Positive Sentiment: Strong asset growth and fund flows support the outlook. Ending assets under management rose 23.4% from a year earlier to $2.47 trillion, while the company generated a record $45.1 billion in net long-term inflows. Management highlighted continued momentum in exchange-traded funds and other lower-cost investment products. Invesco Q2 2026 Earnings Call Highlights
• Positive Sentiment: Shareholder returns remain supportive. Invesco declared a quarterly dividend of $0.215 per share, payable September 2, and repurchased approximately 1.9 million shares for $50 million during the quarter. Invesco Earnings Report
• Neutral Sentiment: Valuation screens are favorable but not a direct catalyst. Invesco appeared on a list of stocks with low price-to-book ratios and other value characteristics. A comparison article also evaluated IVZ alongside Schroders, offering sector context rather than a company-specific change. Undervalued Price-to-Book Stocks
• Negative Sentiment: Investors may be selling the news. The earnings beat and sharp AUM growth were accompanied by rising expenses, and the stock is trading near its 52-week high. That combination can encourage profit-taking even when underlying results are strong, helping explain the recent decline.

Analysts Set New Price Targets

IVZ has been the topic of a number of recent analyst reports. Jefferies Financial Group raised shares of Invesco to a “hold” rating in a report on Tuesday, June 30th. Barclays upped their target price on shares of Invesco from $31.00 to $32.00 and gave the stock an “equal weight” rating in a report on Wednesday. Argus reiterated a “hold” rating on shares of Invesco in a research note on Wednesday, April 29th. BMO Capital Markets cut their price target on shares of Invesco from $32.00 to $28.00 and set an “outperform” rating for the company in a report on Friday, April 10th. Finally, Weiss Ratings upgraded shares of Invesco from a “hold (c-)” rating to a “hold (c)” rating in a research report on Monday, June 29th. Four research analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $29.38.

Hedge Funds Weigh In On Invesco

Institutional investors have recently made changes to their positions in the stock. Invesco Ltd. bought a new stake in shares of Invesco during the 4th quarter worth $230,391,000. Price T Rowe Associates Inc. MD increased its stake in Invesco by 368.4% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 6,729,393 shares of the asset manager’s stock valued at $176,782,000 after acquiring an additional 5,292,867 shares during the last quarter. Samlyn Capital LLC bought a new position in Invesco in the third quarter valued at $44,567,000. Balyasny Asset Management L.P. raised its position in Invesco by 58.1% during the second quarter. Balyasny Asset Management L.P. now owns 5,092,189 shares of the asset manager’s stock valued at $80,304,000 after purchasing an additional 1,871,666 shares in the last quarter. Finally, Alyeska Investment Group L.P. purchased a new stake in Invesco during the third quarter valued at about $34,777,000. Institutional investors own 66.09% of the company’s stock.

Invesco Company Profile

Invesco Ltd. is an independent global investment management firm headquartered in Atlanta, Georgia, and publicly traded on the New York Stock Exchange (NYSE: IVZ). With origins dating back to 1935, the company is dedicated to offering a wide array of investment strategies and solutions to both individual and institutional clients worldwide.

The firm’s product suite encompasses actively managed equity and fixed income funds, passive index funds, exchange-traded funds (ETFs), closed-end funds, and unit investment trusts, alongside specialized offerings such as private markets, real estate, and structured products.