Invesco (IVZ) came out with quarterly earnings of $0.36 per share, missing the Zacks Consensus Estimate of $0.41 per share. This compares to earnings of $0.43 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of -12.20%. A quarter ago, it was expected that this investment management company would post earnings of $0.39 per share when it actually produced earnings of $0.44, delivering a surprise of +12.82%. While Invesco has outpe ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Core Viewpoint - Invesco (IVZ) is positioned well to potentially beat earnings estimates in its upcoming quarterly report, supported by a solid history of exceeding expectations [1][6]. Earnings Performance - Invesco has a strong track record of surpassing earnings estimates, with an average surprise of 9.47% over the last two quarters [2]. - For the most recent quarter, Invesco reported earnings of $0.39 per share against an expectation of $0.44, resulting in a surprise of 12.82%. In the previous quarter, it reported $0.52 per share against a consensus estimate of $0.49, yielding a surprise of 6.12% [3]. Earnings Estimates and Predictions - Recent estimates for Invesco have been trending upward, with a positive Earnings ESP (Expected Surprise Prediction) indicating a strong likelihood of an earnings beat [6][9]. - The current Earnings ESP for Invesco stands at +1.65%, reflecting increased analyst optimism regarding its near-term earnings potential [9]. Zacks Rank and Success Rate - The combination of a positive Earnings ESP and a Zacks Rank of 1 (Strong Buy) suggests a high probability of another earnings beat, as stocks with this combination have a nearly 70% success rate in exceeding consensus estimates [7][9].

A strong stock as of late has been Federated Hermes (FHI) . Shares have been marching higher, with the stock up 11.4% over the past month. The stock hit a new 52-week high of $47.3 in the previous session. Federated Hermes has gained 14.5% since the start of the year compared to the 9.2% move for the Zacks Finance sector and the 0.9% return for the Zacks Financial - Investment Management industry.What's Driving the Outperformance?The stock has an impressive record of positive earnings surprises, having beat ...

T. Rowe Price (TROW) closed the most recent trading day at $103.05, moving +2.4% from the previous trading session. The stock's change was more than the S&P 500's daily gain of 0.32%. Meanwhile, the Dow experienced a rise of 0.53%, and the technology-dominated Nasdaq saw an increase of 0.26%. Shares of the financial services firm witnessed a gain of 9.88% over the previous month, beating the performance of the Finance sector with its gain of 3.04%, and the S&P 500's gain of 4.51%.The investment community wi ...

SEI Investments (SEIC) is expected to deliver a year-over-year increase in earnings on higher revenues when it reports results for the quarter ended June 2025. This widely-known consensus outlook gives a good sense of the company's earnings picture, but how the actual results compare to these estimates is a powerful factor that could impact its near-term stock price.The stock might move higher if these key numbers top expectations in the upcoming earnings report, which is expected to be released on July 23. ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

BlackRock (BLK) came out with quarterly earnings of $12.05 per share, beating the Zacks Consensus Estimate of $10.71 per share. This compares to earnings of $10.36 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +12.51%. A quarter ago, it was expected that this investment firm would post earnings of $10.25 per share when it actually produced earnings of $11.3, delivering a surprise of +10.24%. Over the last four quarters, the ...

Company Overview - Invesco (IVZ) is headquartered in Atlanta and operates in the finance sector, specifically in investment management [3] - The company's stock has experienced a price change of -0.29% year-to-date [3] Dividend Information - Invesco currently pays a dividend of $0.21 per share, resulting in a dividend yield of 4.82%, which is significantly higher than the Financial - Investment Management industry's yield of 3.03% and the S&P 500's yield of 1.52% [3] - The annualized dividend of $0.84 represents a 3.1% increase from the previous year [4] - Over the past five years, Invesco has increased its dividend five times, averaging an annual increase of 7.66% [4] - The current payout ratio is 45%, indicating that Invesco pays out 45% of its trailing 12-month earnings per share as dividends [4] Earnings Growth Expectations - For the fiscal year, Invesco anticipates solid earnings growth, with the Zacks Consensus Estimate for 2025 at $1.80 per share, reflecting a 5.26% increase from the previous year [5] Investment Considerations - Invesco is viewed as a compelling investment opportunity due to its attractive dividend yield and strong Zacks Rank of 2 (Buy) [6] - The company is positioned as a better dividend option compared to high-growth firms or tech start-ups, which typically do not offer dividends [6]

Financial Sector Overview - The financial sector will be highlighted with Q2 results from major domestic banks on July 15, including JPMorgan, Citigroup, and Wells Fargo [1] - Several finance stocks have a Zacks Rank 2 (Buy) and are worth considering beyond the three major banks [1] Major Regional Banks - The Zacks Banks-Major Regional Industry is in the top 5% of over 240 Zacks industries, with State Street and The Bank of New York Mellon as notable performers [2] - Both State Street and New York Mellon are expected to achieve double-digit EPS growth in fiscal 2025 and FY26, with anticipated Q2 earnings growth of 10% and 15% respectively [3] Operational Efficiency and Sales Growth - State Street and New York Mellon are expected to maintain industry-leading operational efficiency, having recently reached new 52-week highs and offering dividend yields over 2% [4] BlackRock's Performance - BlackRock, the world's largest asset manager, is projected to report a 12% year-over-year sales increase to $5.38 billion for Q2, with EPS expected to rise 5% to $10.86 [5] - BlackRock's annual earnings are expected to grow by 5% this year and by another 12% in fiscal 2026, reaching $51.75 per share, alongside an 11% sales growth in FY25 and a projected 15% increase in FY26 to $26.16 billion [6] Dividend and Stock Performance - BlackRock's stock is near a 52-week high of over $1,100, offering a 1.89% annual dividend yield, equating to $20.84 per share, with a payout ratio of 46% indicating potential for future dividend increases [9][10] Summary of Earnings Estimates - Ahead of their Q2 reports, State Street, The Bank of New York Mellon, and BlackRock stocks are positioned for potential gains, supported by positive earnings estimate revisions for FY25 and FY26 [11]