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Invesco (IVZ) Q1 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended March 2026, Invesco (IVZ - Free Report) reported revenue of $1.26 billion, up 14% over the same period last year. EPS came in at $0.57, compared to $0.44 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.27 billion, representing a surprise of -0.38%. The company delivered an EPS surprise of -2.36%, with the consensus EPS estimate being $0.58.

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 - Multi-Asset/Other: $74.10 billion compared to the $74.64 billion average estimate based on two analysts.
  • Assets Under Management - Private Markets: $131.30 billion versus $132.14 billion estimated by two analysts on average.
  • Assets Under Management - QQQs: $372.50 billion versus $376.93 billion estimated by two analysts on average.
  • Average AUM - ETFs & Index: $657.20 billion versus the two-analyst average estimate of $642.18 billion.
  • Average AUM - Fundamental Equities: $304.10 billion versus the two-analyst average estimate of $299.73 billion.
  • Average AUM - Fundamental Fixed Income: $313.50 billion versus $313.48 billion estimated by two analysts on average.
  • Average AUM - Private Markets: $132.10 billion versus $132.51 billion estimated by two analysts on average.
  • Average AUM - Multi-Asset/Other: $75.20 billion versus the two-analyst average estimate of $72.77 billion.
  • Average AUM - Global Liquidity: $196.00 billion versus $195.87 billion estimated by two analysts on average.
  • Operating revenues- Other revenues: $49.2 million versus the two-analyst average estimate of $58.23 million. The reported number represents a year-over-year change of -9.7%.
  • Operating revenues- Service and distribution fees: $301.8 million versus the two-analyst average estimate of $349.44 million. The reported number represents a year-over-year change of -18.6%.
  • Operating revenues- Performance fees: $11.3 million versus the two-analyst average estimate of $5.72 million. The reported number represents a year-over-year change of +222.9%.

View all Key Company Metrics for Invesco here>>>

Shares of Invesco have returned +9.4% over the past month versus the Zacks S&P 500 composite's +12.8% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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