Invesco (NYSE:IVZ) Releases Quarterly Earnings Results, Beats Expectations By $0.05 EPS

Invesco (NYSE:IVZ) released its quarterly earnings results on Tuesday. The asset manager reported $0.62 EPS for the quarter, topping the consensus estimate of $0.57 by $0.05, Zacks reports. Invesco had a return on equity of 9.11% and a net margin of 14.15%.The business had revenue of $1.26 billion during the quarter, compared to analysts’ expectations of $1.24 billion. During the same quarter in the prior year, the business earned $0.52 earnings per share. The company’s quarterly revenue was up 6.1% compared to the same quarter last year.

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

IVZ opened at $27.20 on Wednesday. Invesco has a 1-year low of $11.60 and a 1-year high of $29.61. The stock has a market cap of $12.11 billion, a P/E ratio of 18.50, a P/E/G ratio of 0.50 and a beta of 1.65. The stock’s 50 day simple moving average is $26.68 and its 200 day simple moving average is $23.73. The company has a debt-to-equity ratio of 0.85, a current ratio of 1.23 and a quick ratio of 1.23.

Invesco Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 3rd. Investors of record on Friday, February 13th will be issued a $0.21 dividend. The ex-dividend date is Friday, February 13th. This represents a $0.84 dividend on an annualized basis and a dividend yield of 3.1%. Invesco’s dividend payout ratio is currently 57.14%.

Key Headlines Impacting Invesco

Here are the key news stories impacting Invesco this week:

• Positive Sentiment: Q4 adjusted earnings beat and revenue topped estimates; management cited record AUM (about $2.17T) and strong net inflows that helped fees and revenue growth. Invesco Q4 earnings top, revenue top consensus, helped by strong net inflows
• Positive Sentiment: Board declared a $0.21 quarterly dividend (record Feb 13, payable Mar 3) — an annualized payout implying roughly a 3.1% yield, which supports income-oriented investors and signals confidence in cash generation.
• Positive Sentiment: Analyst commentary and trade reaction were favorable: outlets highlighted the beat and lift from higher AUM, and some value-focused writeups flagged IVZ as a buy-on-dip candidate after results. IVZ Stock Gains on Q4 Earnings Beat as AUM, Revenues Increase Y/Y
• Neutral Sentiment: Company filed detailed results and materials (press release, slide deck and conference call) showing both GAAP and adjusted metrics — useful for digging into flows, fee mix and segment performance. Invesco Reports Results for the Three Months and Year Ended December 31, 2025
• Neutral Sentiment: Full earnings-call transcript and highlights are available for investors wanting management commentary on flows, ETF strategy and private markets initiatives. Invesco Ltd. (IVZ) Q4 2025 Earnings Call Transcript
• Negative Sentiment: GAAP was hit by a $1.8B non‑cash intangible impairment that produced a reported diluted EPS of $(2.61); while excluded from adjusted EPS, the charge could concern investors focused on GAAP results, goodwill/intangible write‑downs, and potential balance‑sheet implications. Invesco Reports Results for the Three Months and Year Ended December 31, 2025

Insider Buying and Selling

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 stock was sold at an average price of $23.56, for a total value 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Insiders own 1.21% of the company’s stock.

Institutional Investors Weigh In On Invesco

Several institutional investors and hedge funds have recently made changes to their positions in the business. Advisory Services Network LLC acquired a new stake in shares of Invesco during the third quarter valued at $478,000. United Capital Financial Advisors LLC acquired a new stake in shares of Invesco during the 3rd quarter worth about $209,000. Parallax Volatility Advisers L.P. purchased a new stake in shares of Invesco during the third quarter worth about $206,000. Newbridge Financial Services Group Inc. acquired a new position in shares of Invesco in the third quarter valued at approximately $154,000. Finally, Boothbay Fund Management LLC lifted its stake in shares of Invesco by 40.6% during the second quarter. Boothbay Fund Management LLC now owns 20,371 shares of the asset manager’s stock valued at $321,000 after buying an additional 5,883 shares during the period. 66.09% of the stock is currently owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of brokerages have commented on IVZ. Fundamental Research set a $27.00 price objective on shares of Invesco in a research report on Friday, October 31st. Barclays set a $29.00 price target on shares of Invesco in a research note on Wednesday. Morgan Stanley set a $29.00 price objective on shares of Invesco in a research report on Monday. Royal Bank Of Canada raised Invesco from a “sector perform” rating to an “outperform” rating and lifted their price objective for the company from $25.00 to $35.00 in a report on Wednesday, January 21st. Finally, BMO Capital Markets increased their target price on Invesco from $28.00 to $30.00 and gave the stock an “outperform” rating in a research note on Wednesday, December 10th. Five equities research analysts have rated the stock with a Buy rating and twelve have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Hold” and an average price target of $26.36.

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.