Invesco (NYSE:IVZ) Announces Quarterly Earnings Results

Invesco (NYSE:IVZ) announced its earnings results on Tuesday. The asset manager reported $0.62 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.58 by $0.04, Zacks reports. The business had revenue of $1.26 billion for the quarter, compared to analyst estimates of $1.24 billion. Invesco had a positive return on equity of 9.69% and a negative net margin of 6.92%.Invesco’s revenue for the quarter was up 6.1% compared to the same quarter last year. During the same quarter last year, the firm earned $0.52 EPS.

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

• Invesco materially strengthened its balance sheet in 2025 by repurchasing $1.5 billion of preferred stock (reducing preferred dividends by ~$88.5M) and repaying term debt, improving leverage to ~2.2x and producing an expected $0.20 EPS run-rate benefit.
• The firm reported record long?term AUM of $2.2 trillion with strong flows (about $80 billion net long?term inflows in 2025 and $19 billion in Q4), and the QQQ conversion added >$400 billion to long?term AUM while boosting and stabilizing revenue.
• Management is reshaping the business via strategic dispositions and partnerships—sale of Intelliflo, a majority India JV with Hinduja (Invesco retains minority stake), a Canadian partnership with CI (sub?advisory on ~$10B), and private?markets partnerships with Barings and LGT—to focus resources and expand private markets distribution.
• Net revenue yield continues to decline (quarterly yield ~22.5 bps) as AUM mix shifts toward lower?fee ETFs/index and fixed income, a trend that could pressure long?term fee margins despite signs of recent stabilization.
• The rollout of the hybrid alpha investment platform will increase one?time and implementation costs (~$10–15M per quarter in 2026, ~$25–30M incremental vs. 2025) but is expected to taper off in 2027 and deliver future cost avoidance and margin benefits.

Invesco Stock Performance

Shares of IVZ stock opened at $27.53 on Thursday. The stock has a market capitalization of $12.25 billion, a PE ratio of 18.72, a PEG ratio of 0.47 and a beta of 1.65. Invesco has a one year low of $11.60 and a one year high of $29.61. The company has a debt-to-equity ratio of 0.83, a current ratio of 1.23 and a quick ratio of 1.23. The business’s 50 day simple moving average is $26.77 and its 200 day simple moving average is $23.75.

Invesco Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 3rd. Stockholders of record on Friday, February 13th will be given a dividend of $0.21 per share. This represents a $0.84 dividend on an annualized basis and a dividend yield of 3.1%. The ex-dividend date is Friday, February 13th. Invesco’s dividend payout ratio (DPR) is 57.14%.

Analysts Set New Price Targets

IVZ has been the topic of several research analyst reports. Barclays dropped their price objective on shares of Invesco from $30.00 to $29.00 and set an “equal weight” rating on the stock in a research report on Wednesday. Evercore ISI boosted their price target on Invesco from $24.00 to $26.00 and gave the company an “in-line” rating in a research note on Thursday, October 9th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Invesco in a research note on Monday, December 29th. Bank of America boosted their price target on Invesco from $23.00 to $25.00 and gave the company a “neutral” rating in a research note on Thursday, October 2nd. Finally, JPMorgan Chase & Co. upped their price objective on shares of Invesco from $27.00 to $30.00 and gave the stock a “neutral” rating in a research report on Tuesday, January 20th. Five analysts have rated the stock with a Buy rating and eleven have issued a Hold rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $27.93.

Insiders Place Their Bets

In other Invesco news, Director Douglas J. Sharp sold 160,000 shares of the company’s stock in a transaction on Friday, October 31st. The shares were sold at an average price of $23.56, for a total transaction of $3,769,600.00. Following the sale, the director owned 192 shares of the company’s stock, valued at approximately $4,523.52. This represents a 99.88% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 1.21% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Invesco

Several institutional investors and hedge funds have recently made changes to their positions in the business. Parallel Advisors LLC increased its stake in Invesco by 18.4% in the third quarter. Parallel Advisors LLC now owns 3,031 shares of the asset manager’s stock valued at $70,000 after purchasing an additional 472 shares in the last quarter. Norinchukin Bank The lifted its position in Invesco by 2.1% in the 3rd quarter. Norinchukin Bank The now owns 26,249 shares of the asset manager’s stock valued at $602,000 after acquiring an additional 544 shares in the last quarter. Larson Financial Group LLC boosted its stake in Invesco by 61.5% during the 3rd quarter. Larson Financial Group LLC now owns 1,466 shares of the asset manager’s stock valued at $34,000 after purchasing an additional 558 shares during the last quarter. Hancock Whitney Corp raised its stake in shares of Invesco by 0.5% in the third quarter. Hancock Whitney Corp now owns 129,153 shares of the asset manager’s stock worth $2,963,000 after purchasing an additional 621 shares during the last quarter. Finally, Public Employees Retirement System of Ohio lifted its holdings in shares of Invesco by 0.6% in the third quarter. Public Employees Retirement System of Ohio now owns 121,977 shares of the asset manager’s stock valued at $2,798,000 after purchasing an additional 695 shares in the last quarter. 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.