Invesco Future Growth

Future criteria checks 3/6

Invesco's revenue is forecast to decline at 7.4% per annum while its annual earnings are expected to grow at 32.3% per year. EPS is expected to grow by 35.6% per annum. Return on equity is forecast to be 5.7% in 3 years.

Key information

32.3%

Earnings growth rate

35.6%

EPS growth rate

Capital Markets earnings growth	14.7%
Revenue growth rate	-7.4%
Future return on equity	5.7%
Analyst coverage	Good
Last updated	21 Sep 2024

Recent future growth updates

Recent updates

Invesco (NYSE:IVZ) Has Announced That It Will Be Increasing Its Dividend To $0.205

May 07

Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price

Mar 24

Invesco: No Pricing Power In An Inflationary Environment

Feb 21

Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 27% But Its Business Still Trails The Market

Dec 18

Invesco: Industry Headwinds And Threats To Its Business Model

Dec 07

Invesco: Active AUM Outflows Remains A Concern

Oct 26

Invesco: Headwinds From Passive Shift And Risks Of Shift To Deposits

Aug 27

Invesco: Maintaining Strong Fundamentals After Its Rally, Still A 'Buy'

Jun 19

Invesco names Andrew Schlossberg to success Marty Flanagan as president, CEO

Feb 08

Invesco: Shares Rally Above Resistance, Valuation Intriguing Ahead Of Earnings

Jan 20

Invesco December AUM slips 2% on disappointing market returns

Jan 11

Invesco AUM ascends about 6% in November on positive market returns

Dec 12

Invesco - Revisiting The Upside In A Market Turnaround - It's Gone Too Far

Nov 16

Invesco AUM gains 2.8% in October on market returns

Nov 09

Invesco Q3 2022 Earnings Preview

Oct 24

Earnings and Revenue Growth Forecasts

NYSE:IVZ - Analysts future estimates and past financials data (USD Millions)
Date	Revenue	Earnings	Free Cash Flow	Cash from Op	Avg. No. Analysts
12/31/2026	4,796	798	1,223	1,364	3
12/31/2025	4,579	823	1,140	1,612	7
12/31/2024	4,376	723	1,146	1,693	7
6/30/2024	5,814	-337	1,376	1,503	N/A
3/31/2024	5,774	-337	1,198	1,345	N/A
12/31/2023	5,716	-334	1,137	1,301	N/A
9/30/2023	5,746	596	853	1,050	N/A
6/30/2023	5,750	642	967	1,188	N/A
3/31/2023	5,838	631	773	980	N/A
12/31/2022	6,049	684	510	703	N/A
9/30/2022	6,369	923	81	236	N/A
6/30/2022	6,673	1,076	226	345	N/A
3/31/2022	6,864	1,323	617	730	N/A
12/31/2021	6,895	1,393	969	1,078	N/A
9/30/2021	6,761	1,177	1,535	1,649	N/A
6/30/2021	6,509	1,039	1,335	1,450	N/A
3/31/2021	6,206	711	1,164	1,280	N/A
12/31/2020	6,146	525	1,115	1,230	N/A
9/30/2020	6,258	494	988	1,110	N/A
6/30/2020	6,481	469	908	1,030	N/A
3/31/2020	6,502	469	1,038	1,160	N/A
12/31/2019	6,117	565	992	1,117	N/A
9/30/2019	5,631	499	726	836	N/A
6/30/2019	5,252	602	674	779	N/A
3/31/2019	5,173	807	658	761	N/A
12/31/2018	5,314	883	726	829	N/A
9/30/2018	5,434	1,177	950	1,047	N/A
6/30/2018	5,430	1,175	1,073	1,171	N/A
3/31/2018	5,324	1,169	N/A	979	N/A
12/31/2017	5,160	1,127	N/A	1,158	N/A
9/30/2017	4,979	946	N/A	363	N/A
6/30/2017	4,843	919	N/A	341	N/A
3/31/2017	4,778	905	N/A	330	N/A
12/31/2016	4,734	854	N/A	654	N/A
9/30/2016	4,779	849	N/A	1,080	N/A
6/30/2016	4,851	851	N/A	809	N/A
3/31/2016	4,980	876	N/A	1,078	N/A
12/31/2015	5,123	968	N/A	1,128	N/A
9/30/2015	5,160	1,010	N/A	739	N/A
6/30/2015	5,197	1,016	N/A	1,109	N/A
3/31/2015	5,169	1,032	N/A	1,363	N/A
12/31/2014	5,147	992	N/A	1,200	N/A
9/30/2014	5,096	921	N/A	1,208	N/A
6/30/2014	4,956	901	N/A	1,075	N/A
3/31/2014	4,802	842	N/A	1,046	N/A
12/31/2013	4,645	844	N/A	780	N/A
9/30/2013	4,466	803	N/A	1,092	N/A

Analyst Future Growth Forecasts

Earnings vs Savings Rate: IVZ is forecast to become profitable over the next 3 years, which is considered faster growth than the savings rate (2.5%).

Earnings vs Market: IVZ is forecast to become profitable over the next 3 years, which is considered above average market growth.

High Growth Earnings: IVZ is expected to become profitable in the next 3 years.

Revenue vs Market: IVZ's revenue is expected to decline over the next 3 years (-7.4% per year).

High Growth Revenue: IVZ's revenue is forecast to decline over the next 3 years (-7.4% per year).

Earnings per Share Growth Forecasts

Future Return on Equity

Future ROE: IVZ's Return on Equity is forecast to be low in 3 years time (5.7%).

Invesco Future Growth

Future criteria checks 3/6

Key information

Recent future growth updates

Price target increased by 9.0% to US$17.05

Price target decreased by 7.7% to US$15.95

Consensus EPS estimates fall by 10%

Price target increased to US$16.85

Consensus forecasts updated

Recent updates

Senior MD exercised options and sold US$396k worth of stock

Invesco's (NYSE:IVZ) Dividend Will Be $0.205

Upcoming dividend of US$0.20 per share

Invesco: Not Concerned About The Unwind

Less than half of directors are independent

Invesco (NYSE:IVZ) Has Announced A Dividend Of $0.205

Second quarter dividend of US$0.20 announced

Second quarter 2024 earnings: EPS misses analyst expectations

Invesco Ltd. to Report Q2, 2024 Results on Jul 23, 2024

Invesco Ltd. Launches the Invesco MSCI Global Climate 500 ETF (KLMT)

Invesco (NYSE:IVZ) Has Announced That It Will Be Increasing Its Dividend To $0.205

First quarter 2024 earnings: EPS and revenues miss analyst expectations

Invesco Ltd. Declares First Quarter Cash Dividend, Payable on June 4, 2024

Invesco Reportedly in Talks with Hinduja Group for its Indian Mutual Fund Arm Sale

Invesco Ltd. to Report Q1, 2024 Results on Apr 23, 2024

Kodiak Gas Services, Inc. (NYSE:KGS) completed the acquisition of CSI Compressco LP (NasdaqGS:CCLP) from Spartan Energy Partners, LP, Merced Capital, L.P., Orvieto Fund, L.P., managed by Orvieto Partners, L.P. and Others.

Invesco Ltd., Annual General Meeting, May 23, 2024

Revenues Working Against Invesco Ltd.'s (NYSE:IVZ) Share Price

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

Full year 2023 earnings: EPS and revenues miss analyst expectations

Invesco: No Pricing Power In An Inflationary Environment

Upcoming dividend of US$0.20 per share at 5.0% yield

Fourth quarter dividend of US$0.20 announced

Full year 2023 earnings: EPS and revenues miss analyst expectations

Invesco Ltd. Declares Fourth Quarter Cash Dividend, Payable on March 4, 2024

Price target increased by 9.0% to US$17.05

EchoStar Corporation (NasdaqGS:SATS) completed the acquisition of DISH Network Corporation (NasdaqGS:DISH) from a group of shareholders.

Invesco Ltd.'s (NYSE:IVZ) Shares Bounce 27% But Its Business Still Trails The Market

Now 20% undervalued

Invesco: Industry Headwinds And Threats To Its Business Model

Invesco Ltd. Adds Two First-To-Market ETFs to Its Robust Suite of Smart Beta ETFs

Invesco Announces Executive Changes

Invesco Ltd. Adds New Exposures to the Intelligent Income Suite of Its Fixed Income ETF Line-up

Upcoming dividend of US$0.20 per share at 6.1% yield

Invesco: Active AUM Outflows Remains A Concern

Third quarter 2023 earnings: EPS misses analyst expectations

Invesco Ltd. Announces Third Quarter Cash Dividend to Holders of Common Shares, Payable on December 4, 2023

Price target decreased by 7.7% to US$15.95

Invesco Ltd. to Report Q3, 2023 Results on Oct 24, 2023

Invesco: Headwinds From Passive Shift And Risks Of Shift To Deposits

Lovett Industries Incorporated and PCCP, LLC acquired 1.4 million square-foot Claymoore portfolio in Northwest Houston from Invesco Ltd. (NYSE:IVZ).

Upcoming dividend of US$0.20 per share at 4.9% yield

Consensus EPS estimates fall by 10%

Invesco Ltd. Announces Cash Dividend for the Second Quarter Ended June 30, 2023, Payable on September 5, 2023

Second quarter 2023 earnings: EPS and revenues miss analyst expectations

Invesco Ltd. to Report Q2, 2023 Results on Jul 25, 2023

Invesco Ltd. Announces Changes to Its ETF Line-Up

Invesco: Maintaining Strong Fundamentals After Its Rally, Still A 'Buy'

High number of new directors

Invesco Ltd. Announces Passing of Denis Kessler, Non-Executive Director and Member of Nomination and Corporate Governance Committee and Compensation Committee

Xylem Inc. (NYSE:XYL) completed the acquisition of Evoqua Water Technologies Corp. (NYSE:AQUA) from a group of shareholders.

Xylem Inc. (NYSE:XYL) completed the acquisition of Evoqua Water Technologies Corp. (NYSE:AQUA) from a group of shareholders.

Upcoming dividend of US$0.20 per share at 4.7% yield

First quarter 2023 earnings: EPS and revenues miss analyst expectations

President recently sold US$4.1m worth of stock

President notifies of intention to sell stock

Full year 2022 earnings: EPS misses analyst expectations

Now 22% undervalued after recent price drop

Invesco Ltd. Announces Board of Directors Changes

Invesco Ltd., Annual General Meeting, May 25, 2023

Invesco Ltd. Announces Executive Changes

Invesco names Andrew Schlossberg to success Marty Flanagan as president, CEO

Upcoming dividend of US$0.19 per share at 3.8% yield

Now 22% undervalued

Vista Equity Partners Management, LLC completed the acquisition of remaining stake in KnowBe4, Inc. (NasdaqGS:KNBE) ) from a group of shareholders.

Invesco Ltd. Declares Fourth Quarter Cash Dividend, Payable on March 2, 2023

Full year 2022 earnings: EPS misses analyst expectations

Invesco: Shares Rally Above Resistance, Valuation Intriguing Ahead Of Earnings

Now 21% undervalued

Invesco December AUM slips 2% on disappointing market returns