Invesco (IVZ) reported $1.1 billion in revenue for the quarter ended June 2025, representing a year-over-year increase of 1.7%. EPS of $0.36 for the same period compares to $0.43 a year ago.
The reported revenue represents a surprise of -0.54% over the Zacks Consensus Estimate of $1.11 billion. With the consensus EPS estimate being $0.41, the EPS surprise was -12.2%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how Invesco performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Assets Under Management - ETFs and Index: $546.90 billion compared to the $512.82 billion average estimate based on two analysts.
- Average AUM - Total: $1,897.40 billion versus $1,855.71 billion estimated by two analysts on average.
- Assets Under Management - Fundamental Fixed Income: $301.60 billion versus $297.02 billion estimated by two analysts on average.
- Assets Under Management - Private Markets: $131.20 billion versus the two-analyst average estimate of $129.82 billion.
- Assets Under Management - China JV & India: $120.20 billion compared to the $114.48 billion average estimate based on two analysts.
- Assets Under Management - Multi-Asset/Other: $64.10 billion versus the two-analyst average estimate of $60.48 billion.
- Assets Under Management - Global Liquidity: $196.40 billion versus the two-analyst average estimate of $197.85 billion.
- Assets Under Management - QQQs: $352.70 billion versus the two-analyst average estimate of $314.54 billion.
- Average AUM - ETFs & Index: $509.70 billion compared to the $501.91 billion average estimate based on two analysts.
- Operating revenues- Other revenues: $48.2 million versus $53.25 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +2.1% change.
- Operating revenues- Service and distribution fees: $363.8 million versus the three-analyst average estimate of $375.77 million. The reported number represents a year-over-year change of +0.6%.
- Operating revenues- Performance fees: $2.6 million compared to the $8.99 million average estimate based on three analysts. The reported number represents a change of -70.1% year over year.
View all Key Company Metrics for Invesco here>>>
Shares of Invesco have returned +35.3% over the past month versus the Zacks S&P 500 composite's +5.9% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.
Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report
Invesco Ltd. (IVZ): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
Zacks Investment Research
