Assets Under Management
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Invesco (IVZ) Q2 Earnings: How Key Metrics Compare to Wall Street Estimates
ZACKS· 2025-07-22 14:31
Core Insights - Invesco reported $1.1 billion in revenue for Q2 2025, a year-over-year increase of 1.7%, but the EPS decreased to $0.36 from $0.43 a year ago, indicating a decline in profitability [1] - The revenue fell short of the Zacks Consensus Estimate by -0.54%, and the EPS was -12.2% below the consensus estimate [1] Financial Performance Metrics - Invesco's shares have returned +35.3% over the past month, significantly outperforming the Zacks S&P 500 composite's +5.9% change, and the stock holds a Zacks Rank 1 (Strong Buy) [3] - Assets Under Management (AUM) for ETFs and Index reached $546.90 billion, exceeding the average estimate of $512.82 billion [4] - Total average AUM was reported at $1,897.40 billion, higher than the estimated $1,855.71 billion [4] - AUM for Fundamental Fixed Income was $301.60 billion, surpassing the estimate of $297.02 billion [4] - AUM for Private Markets was $131.20 billion, above the average estimate of $129.82 billion [4] - AUM for China JV & India was $120.20 billion, compared to the estimate of $114.48 billion [4] - AUM for Multi-Asset/Other was $64.10 billion, exceeding the estimate of $60.48 billion [4] - AUM for Global Liquidity was $196.40 billion, slightly below the estimate of $197.85 billion [4] - AUM for QQQs was $352.70 billion, significantly higher than the estimate of $314.54 billion [4] - Average AUM for ETFs & Index was $509.70 billion, above the estimate of $501.91 billion [4] Revenue Breakdown - Operating revenues from Other revenues were $48.2 million, below the estimate of $53.25 million, but showed a +2.1% year-over-year change [4] - Service and distribution fees generated $363.8 million, lower than the estimated $375.77 million, with a year-over-year change of +0.6% [4] - Performance fees were reported at $2.6 million, significantly below the average estimate of $8.99 million, reflecting a -70.1% year-over-year decline [4]
Gear Up for Lazard (LAZ) Q2 Earnings: Wall Street Estimates for Key Metrics
ZACKS· 2025-07-22 14:15
Core Insights - Wall Street analysts forecast that Lazard (LAZ) will report quarterly earnings of $0.38 per share, reflecting a year-over-year decline of 26.9%, with anticipated revenues of $688.5 million, showing a slight increase of 0.6% compared to the previous year [1] Earnings Estimates - Over the last 30 days, there has been a downward revision of 1.3% in the consensus EPS estimate for the quarter, indicating a collective reconsideration by covering analysts [2] - Changes in earnings estimates are crucial for predicting investor reactions, as empirical research shows a strong correlation between earnings estimate revisions and short-term stock price performance [3] Key Metrics Projections - Analysts project 'Adjusted net revenue - Asset Management' at $261.01 million, indicating a year-over-year decline of 1.6% [5] - The estimate for 'Adjusted net revenue - Financial Advisory' is $417.05 million, reflecting a year-over-year increase of 2.2% [5] - 'Adjusted net revenue - Corporate' is expected to reach $9.44 million, suggesting a significant year-over-year decline of 17.8% [5] Assets Under Management - 'Assets under management - Total Fixed Income' is estimated at $45.12 billion, down from $46.11 billion year-over-year [6] - 'Assets under management - Total Equity' is projected to be $182.45 billion, compared to $190.43 billion from the previous year [6] - The estimated 'Assets under management - End of Period' is $236.20 billion, down from $244.67 billion year-over-year, while 'Assets under management - End of Period - Other' is expected to reach $8.64 billion, up from $8.13 billion [7] Stock Performance - Lazard shares have increased by 16.4% in the past month, outperforming the Zacks S&P 500 composite, which rose by 5.9% [7] - With a Zacks Rank 3 (Hold), LAZ is expected to closely follow overall market performance in the near term [7]
X @Cointelegraph
Cointelegraph· 2025-07-21 10:05
Inflows & AuM - Digital asset products witnessed weekly inflows of $439 billion [1] - Year-to-date inflows for digital asset products reached $27 billion [1] - Assets Under Management (AuM) for digital assets hit a record $220 billion [1]
Could $9 Trillion Flow into Crypto? The Retirement Market Awaits!
Digital Asset News· 2025-07-18 05:07
Market Opportunity - The US retirement market, specifically 401(k)s, is opening up to crypto investments [1] - As of December 30, 2024, 401(k) plans in the United States hold almost $9 trillion in assets [1] - This represents a significant potential influx of liquidity into the crypto market [2] Market Cautions - It is unrealistic to expect a complete shift of 401(k) assets into crypto [2] - Diversification within 401(k) plans, including equities and bonds, will likely remain [2]
X @Bloomberg
Bloomberg· 2025-07-16 07:04
Hong Kong’s assets under management across its asset and wealth management industry rose 13% to $4.5 trillion as inflows surged last year https://t.co/7SgSFQpuBH ...
X @Investopedia
Investopedia· 2025-07-15 22:30
BlackRock said its assets under management reached a record $12.5 trillion in the second quarter, though its revenue missed estimates, sending shares lower Tuesday. https://t.co/au8Rd9C2bR ...
Invesco Ltd. Announces June 30, 2025 Assets Under Management
Prnewswire· 2025-07-10 20:15
ATLANTA, July 10, 2025 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ)1 today reported preliminary month-end assets under management (AUM) of $2,001.4 billion, an increase of 3.0% versus previous month-end. The firm delivered net long-term inflows of $8.3 billion in the month. Non-management fee earning net outflows were $1.5 billion and money market net outflows were $10.6 billion. AUM was positively impacted by favorable market returns which increased AUM by $58 billion. FX and reinvested distributions increased ...
AB Announces June 30, 2025 Assets Under Management
Prnewswire· 2025-07-10 20:05
Core Insights - AllianceBernstein L.P. and AllianceBernstein Holding L.P. reported a preliminary increase in assets under management (AUM) to $829 billion in June 2025, up from $803 billion at the end of May, representing a 3% month-over-month growth driven by market appreciation and modest net inflows [1][2] - The firm experienced net outflows totaling $6.7 billion for the quarter ending June 2025, with institutional net inflows being partially offset by net outflows from retail and private wealth segments during June [1][2] AUM Breakdown - As of June 30, 2025, the total AUM was composed of: - Total Equity: $344 billion, up from $332 billion in May, with actively managed equity at $273 billion and passive equity at $71 billion [2] - Total Fixed Income: $304 billion, an increase from $295 billion in May, with taxable fixed income at $215 billion and tax-exempt fixed income at $79 billion [2] - Alternatives/Multi-Asset: $181 billion, up from $176 billion in May [2] - The AUM for private wealth was $144 billion, reflecting a slight increase from $140 billion in May [2] Company Overview - AllianceBernstein is recognized as a leading global investment management firm, providing diversified investment services to institutional investors, individuals, and private wealth clients across major world markets [5][6] - As of June 30, 2025, AllianceBernstein Holding owned approximately 37.5% of AllianceBernstein, while Equitable Holdings, Inc. owned an approximate 68.6% economic interest in the firm [6]
X @Token Terminal 📊
Token Terminal 📊· 2025-06-26 20:03
RT Satoshi Club (@esatoshiclub).@maplefinance has grown its assets under management from $225M in June 2024 to $2.51B today - a 1,015% increase.This makes it one of the fastest-growing protocols in crypto this year. https://t.co/OYDbTeCuRf ...