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Invesco (IVZ) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended December 2025, Invesco (IVZ - Free Report) reported revenue of $1.26 billion, up 8.8% over the same period last year. EPS came in at $0.62, compared to $0.52 in the year-ago quarter.

The reported revenue represents a surprise of +1.39% over the Zacks Consensus Estimate of $1.24 billion. With the consensus EPS estimate being $0.57, the EPS surprise was +8.03%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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: $630.20 billion versus $636.32 billion estimated by two analysts on average.
  • Average AUM - Total: $2,161.80 billion versus the two-analyst average estimate of $2,151.40 billion.
  • Assets Under Management - Fundamental Fixed Income: $311.50 billion compared to the $310.40 billion average estimate based on two analysts.
  • Assets Under Management - Private Markets: $130.70 billion compared to the $131.99 billion average estimate based on two analysts.
  • Assets Under Management - Multi-Asset/Other: $69.70 billion compared to the $70.00 billion average estimate based on two analysts.
  • Assets Under Management - Global Liquidity: $189.70 billion versus the two-analyst average estimate of $186.19 billion.
  • Assets Under Management - QQQs: $407.20 billion compared to the $404.03 billion average estimate based on two analysts.
  • Average AUM - ETFs & Index: $626.00 billion versus $620.28 billion estimated by two analysts on average.
  • Average AUM - Fundamental Equities: $298.60 billion versus the two-analyst average estimate of $299.37 billion.
  • Operating revenues- Other revenues: $51 million versus the two-analyst average estimate of $55.88 million. The reported number represents a year-over-year change of +0.4%.
  • Operating revenues- Service and distribution fees: $382.7 million versus the two-analyst average estimate of $417.13 million. The reported number represents a year-over-year change of +0.5%.
  • Operating revenues- Performance fees: $28.9 million versus $30.81 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -15.3% change.

View all Key Company Metrics for Invesco here>>>

Shares of Invesco have returned +6.7% over the past month versus the Zacks S&P 500 composite's +0.4% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

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