Financial Performance - Invesco reported Q4 2024 diluted EPS of $0.46 and adjusted diluted EPS of $0.52, representing increases of 283.3% and 18.2% respectively compared to Q3 2024[19][27]. - The company reported a net income of $209.3 million for Q4 2024, a significant recovery from a net loss of $742.3 million in Q4 2023[13][14]. - Net income attributable to Invesco Ltd. for Q4 2024 was $209.3 million, a 280.5% increase compared to $55.0 million in Q4 2023[44]. - Adjusted net income attributable to Invesco Ltd. for Q4 2024 was $237.3 million, up from $212.7 million in Q4 2023, indicating an 11.6% increase[52]. - Earnings per common share for Q4 2024 were $0.46, compared to $0.12 in Q4 2023, reflecting a 283.3% increase[44]. - Adjusted operating income rose by $114.7 million in Q4 2024 compared to Q4 2023, with adjusted operating margin increasing to 33.7% from 26.3%[29]. - Total operating revenues for Q4 2024 were $1,593.0 million, a 5.1% increase from Q3 2024 and a 12.7% increase from Q4 2023[44]. - For the year ended December 31, 2024, total operating revenues were $6,067.0 million, a 6.1% increase from 2023[46]. Assets Under Management (AUM) - Assets Under Management (AUM) reached $1.846 trillion at the end of Q4 2024, a 2.8% increase from Q3 2024 and a 16.4% increase year-over-year[13][14]. - The average AUM for the year was $1,712.2 billion, a 14.1% increase compared to $1,500.6 billion in the previous year[55]. - Ending assets reached $1,846.0 billion, reflecting a 2.8% increase from $1,795.6 billion in the previous quarter and a 16.4% increase year-over-year[55]. - Total assets under management (AUM) at the end of December 31, 2024, reached $1,315.5 billion in the Americas, $270.2 billion in Asia Pacific, and $260.3 billion in EMEA[59]. Cash Flow and Expenses - Cash and cash equivalents stood at $986.5 million as of December 31, 2024, down from $1,044.9 million at September 30, 2024[32]. - Total operating expenses on a U.S. GAAP basis for Q4 2024 were $1,281.3 million, down from $2,489.2 million in Q4 2023[53]. - Cash flows from operating activities for the year ended December 31, 2024, amounted to $1,190.0 million, compared to $1,300.8 million in the previous year[69]. - Cash and cash equivalents at the end of the period on December 31, 2024, were $1,496.0 million, down from $1,931.6 million at the end of the previous year[69]. Long-term Inflows and Flows - The company achieved $25.6 billion in net long-term inflows for Q4 2024, up from $16.5 billion in Q3 2024, with a full-year total of $65.1 billion[8][7]. - Long-term inflows for the quarter were $133.7 billion, a 24.7% increase from $107.2 billion in the previous quarter, and a 40.1% increase year-over-year[55]. - The company experienced total net flows of $60.9 billion for the quarter, a 379.5% increase from $12.7 billion in the previous quarter[55]. - Total net flows for the twelve months ended December 31, 2024, reached $110.3 billion, a 143.0% increase from $45.4 billion in the previous year[64]. Shareholder Returns - The company declared a cash dividend of $0.205 per share for Q4 2024, payable on March 4, 2025[34]. - The company repurchased 1.4 million shares for $25 million during Q4 2024, maintaining a zero net debt position[6][7]. Tax and Regulatory - The effective tax rate for Q4 2024 was 24.8%, down from 28.6% in Q3 2024, primarily due to the release of certain tax reserves[18][22]. - The effective tax rate on adjusted net income was 22.2% in Q4 2024, up from 9.9% in Q4 2023, mainly due to prior year tax benefits and changes in income mix across tax jurisdictions[30]. Market Performance - Market gains and losses for the quarter resulted in a decrease of $2.5 billion, contrasting with a gain of $49.8 billion in the previous quarter[55]. - Market gains for the twelve months ended December 31, 2024, totaled $101.5 billion in the Americas, $16.3 billion in Asia Pacific, and $24.9 billion in EMEA, reflecting a robust market performance[59].

Invesco Announces Fourth Quarter Diluted EPS of $0.46; Adjusted Diluted EPS(1) of $0.52 ATLANTA, Jan. 28, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) today reported financial results for the three months and year ended December 31, 2024. $25.6 billion of net long-term inflows for the quarter, primarily driven by ETFs and APAC Managed $65.1 billion of net long-term inflows for the full year 2024, primarily driven by ETFs, APAC Managed, Fundamental Fixed Income and Private Markets $1.85 trillion in ending A ...

Core Insights - The article discusses the investment position of the author in IVZ shares, indicating a beneficial long position through various means such as stock ownership and derivatives [1] Group 1 - The author expresses personal opinions regarding the investment in IVZ, emphasizing that no compensation is received for the article other than from Seeking Alpha [1] - The article clarifies that it does not constitute financial advice and that investors should conduct their own due diligence before making investment decisions [2] - It is noted that past performance is not indicative of future results, and the views expressed may not represent those of Seeking Alpha as a whole [3]

Core Viewpoint - Invesco (IVZ) is expected to report an increase in both earnings and revenues for the fourth quarter and full year of 2024, with specific estimates indicating positive year-over-year growth [1][4]. Group 1: Earnings and Revenue Estimates - The Zacks Consensus Estimate for Invesco's earnings is 51 cents, reflecting an 8.5% increase from the same quarter last year [4]. - The consensus estimate for sales is $1.17 billion, suggesting an 11.7% rise year-over-year [4]. - Invesco's preliminary total assets under management (AUM) as of December 31, 2024, was $1.85 trillion, up 2.8% from September 30, 2024, driven by solid inflows and favorable market conditions [5]. Group 2: Fee Estimates - The consensus estimate for investment management fees is $1.02 billion, indicating an 11.6% increase year-over-year [5]. - Performance fees are estimated at $30.9 million, representing a 58.5% jump from the prior-year quarter [6]. - Service and distribution fees are projected at $376.3 million, implying a 9.2% growth [6]. - Other revenues are estimated at $52.7 million, suggesting a 14.6% rise [6]. Group 3: Cost and Expense Outlook - Invesco's cost-saving initiatives are expected to enhance efficiency, although rising compensation and marketing costs may negatively impact overall expenses [7]. - Management anticipates one-time implementation costs of approximately $15 million related to Alpha in Q4 2024, leading to a modest increase in overall expenses [7]. - The company aims to achieve $60 million in annual net savings through organizational changes, with overall expenses projected to exceed previous guidance of $3 billion [8]. Group 4: Earnings Prediction and Model Insights - The likelihood of Invesco beating the Zacks Consensus Estimate for earnings is considered low due to a negative Earnings ESP of -6.41% and a Zacks Rank of 3 (Hold) [9][10].

Invesco Ltd. (NYSE: IVZ ) reported, in the last two years, an increase in the total amount of assets under management, which may accelerate total revenue in the coming years. Besides, given the recent increase in the stock market in the lastLike the common kingfisher or Alcedo Atthis searches for small fish, I research small, and medium cap companies in Europe, the United States, and South America. You can find a common kingfisher in my profile.With close to 14 years in the financial industry, I worked for ...

Analysts on Wall Street project that Invesco (IVZ) will announce quarterly earnings of $0.51 per share in its forthcoming report, representing an increase of 8.5% year over year. Revenues are projected to reach $1.17 billion, increasing 11.7% from the same quarter last year.Over the past 30 days, the consensus EPS estimate for the quarter has been adjusted downward by 2.3% to its current level. This demonstrates the covering analysts' collective reassessment of their initial projections during this period.B ...

| (in billions) | Total | ETFs & Index | Fundamental | Fundamental | Private | APAC | Multi | Global | QQQ | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | Strategies | Fixed Income | Equities | Markets | Managed | Asset/Other | Liquidity | | | December 31, 20241 | $1,846.0 | $484.0 | $281.1 | $266.5 | $128.5 | $118.8 | $58.8 | $189.4 | $318.9 | | November 30, 2024 | $1,856.5 | $491.5 | $285.1 | $278.1 | $131.4 | $117.2 | $60.1 | $176.5 | $316.6 | | October 31, 2024 | $1,772.0 | $457.7 ...

ATLANTA, Jan. 7, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ) will release its fourth quarter 2024 results on Tuesday, January 28. The earnings release and presentation materials are scheduled to be released and posted to the Investor Relations section of the Company's website, www.invesco.com/corporate, at approximately 7 a.m. ET. A conference call to discuss Invesco's results will be held at 9 a.m. ET on that day; the live audio webcast and replay can be accessed through the same website under Events and ...

Analyst Background and Focus - The analyst has a strong quantitative background with a Ph.D. in Chemical Engineering and an MBA, focusing on model predictive control and market research [2] - The primary focus is on identifying small-cap companies with strong fundamentals and growth potential, large-cap companies experiencing temporary setbacks, and stable companies with solid dividend yields and growth potential [2] Disclosure and Methodology - The analyst emphasizes fundamental analysis and disciplined market research as the core methodology for investment decisions [2] - The analyst has no stock, option, or derivative positions in the mentioned companies and no plans to initiate such positions within the next 72 hours [1] - The article reflects the analyst's personal opinions and is not influenced by compensation or business relationships with the mentioned companies [1]

Company Overview - Invesco Mortgage Capital (NYSE: IVR) is a high-yielding mREIT that was previously covered as a potential income investment [1] - The company's portfolio financing carries certain risks, but it was rated as a potential buy for long-term income investors [1] Analyst's Investment Approach - The analyst focuses on long-term ownership rather than short-term price movements, emphasizing valuations over target prices [1] - The analyst's approach involves writing articles as if they are letters to their future self, allowing ideas to evolve over time [1] - The analyst has simplified their rating system to "Buy or Don't Buy," with most articles now being either Buy or Hold recommendations [1] - As of March 2024, the analyst has not issued any Strong Buy ratings [1] Analyst's Background - The analyst began investing in 2020 as an individual value investor, focusing on understanding business fundamentals and buying at attractive prices [1] - From May 2022 to May 2023, the analyst worked as an investment advisory representative at Fidelity Investments [1] - The analyst is now self-employed through other ventures [1]