Invesco Past Earnings Performance

Past criteria checks 0/6

Invesco's earnings have been declining at an average annual rate of -8.2%, while the Capital Markets industry saw earnings growing at 10.1% annually. Revenues have been growing at an average rate of 0.5% per year.

Key information

-8.2%

Earnings growth rate

-9.6%

EPS growth rate

Capital Markets Industry Growth	10.3%
Revenue growth rate	0.5%
Return on equity	-0.8%
Net Margin	-5.8%
Last Earnings Update	31 Mar 2024

Recent past performance updates

Recent updates

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 reports 2.3% drop in August AUM on unfavorable market returns and forex headwind

Sep 12

Invesco: A Tradeable Low, But Long-Term Investors Should Wait For A Turnaround

Sep 01

Invesco AUM gains 4.2% in July on favorable market returns

Aug 09

Revenue & Expenses Breakdown
Beta

How Invesco makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

NYSE:IVZ Revenue, expenses and earnings (USD Millions)
Date	Revenue	Earnings	G+A Expenses
31 Mar 24	5,774	-337	606
31 Dec 23	5,716	-334	574
30 Sep 23	5,746	596	540
30 Jun 23	5,750	642	469
31 Mar 23	5,838	631	472
31 Dec 22	6,049	684	565
30 Sep 22	6,369	923	520
30 Jun 22	6,673	1,076	560
31 Mar 22	6,864	1,323	534
31 Dec 21	6,895	1,393	523
30 Sep 21	6,761	1,177	873
30 Jun 21	6,509	1,039	462
31 Mar 21	6,206	711	538
31 Dec 20	6,146	525	564
30 Sep 20	6,258	494	610
30 Jun 20	6,481	469	643
31 Mar 20	6,502	469	567
31 Dec 19	6,117	565	540
30 Sep 19	5,631	499	538
30 Jun 19	5,252	602	495
31 Mar 19	5,173	807	486
31 Dec 18	5,314	883	459
30 Sep 18	5,434	1,177	440
30 Jun 18	5,430	1,175	457
31 Mar 18	5,324	1,169	446
31 Dec 17	5,160	1,127	429
30 Sep 17	4,979	946	501
30 Jun 17	4,843	919	495
31 Mar 17	4,778	905	493
31 Dec 16	4,734	854	409
30 Sep 16	4,779	849	481
30 Jun 16	4,851	851	487
31 Mar 16	4,980	876	499
31 Dec 15	5,123	968	522
30 Sep 15	5,160	1,010	550
30 Jun 15	5,197	1,016	580
31 Mar 15	5,169	1,032	567
31 Dec 14	5,147	992	595
30 Sep 14	5,096	921	571
30 Jun 14	4,956	901	530
31 Mar 14	4,802	842	526
31 Dec 13	4,645	844	473
30 Sep 13	4,466	803	451
30 Jun 13	4,308	741	314

Quality Earnings: IVZ is currently unprofitable.

Growing Profit Margin: IVZ is currently unprofitable.

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: IVZ is unprofitable, and losses have increased over the past 5 years at a rate of 8.2% per year.

Accelerating Growth: Unable to compare IVZ's earnings growth over the past year to its 5-year average as it is currently unprofitable

Earnings vs Industry: IVZ is unprofitable, making it difficult to compare its past year earnings growth to the Capital Markets industry (-1.3%).

Return on Equity

High ROE: IVZ has a negative Return on Equity (-0.76%), as it is currently unprofitable.

Return on Assets

Return on Capital Employed

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Invesco Past Earnings Performance

Past criteria checks 0/6

Key information

Recent past performance updates

First quarter 2024 earnings: EPS and revenues miss analyst expectations

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

Full year 2023 earnings: EPS and revenues miss analyst expectations

Full year 2023 earnings: EPS and revenues miss analyst expectations

Third quarter 2023 earnings: EPS misses analyst expectations

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

Recent updates

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

Invesco Ltd. to Report Q4, 2022 Results on Jan 24, 2023

An unknown buyer acquired a 9.97% stake in Benefit Systems S.A. from Invesco Ltd.

Price target increased to US$16.85

Now 20% undervalued

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

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

Investor sentiment improved over the past week

Invesco AUM gains 2.8% in October on market returns

Upcoming dividend of US$0.19 per share

Consensus forecasts updated

Revenue & Expenses Breakdown
Beta