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Compared to Estimates, Invesco (IVZ) Q3 Earnings: A Look at Key Metrics

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For the quarter ended September 2026, Invesco (IVZ - Free Report) reported revenue of $1.38 billion, up 16.5% over the same period last year. EPS came in at $0.72, compared to $0.61 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $1.4 billion, representing a surprise of -0.96%. The company delivered an EPS surprise of -4%, with the consensus EPS estimate being $0.75.

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.

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: $774.60 billion versus the two-analyst average estimate of $774.61 billion.
  • Average AUM - Total: $2,510.20 billion compared to the $2,510.20 billion average estimate based on two analysts.
  • Assets Under Management - Fundamental Fixed Income: $307.90 billion versus $307.90 billion estimated by two analysts on average.
  • Assets Under Management - Private Markets: $134.90 billion compared to the $134.91 billion average estimate based on two analysts.
  • Assets Under Management - China JV & India: $166.30 billion versus $166.31 billion estimated by two analysts on average.
  • Assets Under Management - Multi-Asset/Other: $84.50 billion versus $84.50 billion estimated by two analysts on average.
  • Assets Under Management - Global Liquidity: $261.60 billion compared to the $261.62 billion average estimate based on two analysts.
  • Assets Under Management - QQQs: $498.90 billion compared to the $498.84 billion average estimate based on two analysts.
  • Average AUM - ETFs & Index: $770.30 billion compared to the $764.99 billion average estimate based on two analysts.
  • Operating revenues- Other revenues: $45.8 million compared to the $56.86 million average estimate based on two analysts. The reported number represents a change of -5.6% year over year.
  • Operating revenues- Service and distribution fees: $313.2 million versus the two-analyst average estimate of $339.19 million. The reported number represents a year-over-year change of -21.8%.
  • Operating revenues- Performance fees: $2 million versus $7.12 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -69.2% change.

View all Key Company Metrics for Invesco here>>>

Shares of Invesco have returned -6.2% over the past month versus the Zacks S&P 500 composite's -0.8% 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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