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13:00
Jul 28 ◎

IVZ FY2026 Q2 Watch

Invesco Ltd (IVZ) FY2026 Q2 Earnings Call

13:00
Apr 28 ◎

IVZ FY2026 Q1 Watch

Invesco Ltd (IVZ) FY2026 Q1 Earnings Call

NDAQ CIXX IVZ ▾

Andrew Schlossberg

NASDAQ is expanding licensing of the NASDAQ 100 index to competitors, but Invesco believes its entrenched QQQ position will be difficult to displace.

"NASDAQ has publicly reaffirmed its commitment to our QQQ innovation suite as a cornerstone of their NASDAQ 100 ecosystem."

NDAQ WATCH

Allison Dukes

Invesco is transitioning its Canadian business to a subadvisory model with CI Financial, a move that will have a modest negative impact on operating income.

"we are entering into our partnership in the Canadian business. We expect that to close with CI at the end of the second quarter."

CIXX WATCH

Andrew Schlossberg

Management signals a positive outlook driven by continued strong organic growth, scaling in ETFs and China, and a path to improved operating margins.

"We continue to be encouraged by the breadth of our overall growth. We have solid positive flows across several dimensions, including in many of our strategically important investment capabilities across each of our three regions in both"

IVZ WATCH

HIGH

14:00
Jan 27 ◎

IVZ FY2025 Q4 Watch

Invesco Ltd (IVZ) FY2025 Q4 Earnings Call

CG MMC IVZ BX KKR ▾

Andrew Schlossberg

Invesco completed the sale of IntelliFlow to Carlyle, a divestiture that removes IntelliFlow's results from Invesco's operating results, indicating a strategic realignment.

"In the fourth quarter, we completed the sale of IntelliFlow to Carlyle, as well as the sale of a majority interest in our Indian asset management business to the Hinduja Group"

CG WATCH

Andrew Schlossberg

MassMutual provided $650 million in capital for the Barings- Invesco partnership, which is launching co-managed credit strategies for the U.S. wealth market.

"In the second quarter, we announced our partnership with Barings to launch two jointly managed credit strategies with $650 million in capital committed by MassMutual."

MMC WATCH

Allison Dukes

Management is guiding towards continued revenue growth, operating margin expansion, and balance sheet strengthening through 2026, driven by strategic initiatives and organic flows.

"everything we are doing is with a focus towards operating margin expansion. And we have every expectation we will continue to grow operating margin this year."

IVZ WATCH

Andrew Schlossberg

Invesco management expects a rebound in private credit deal activity once rate cuts begin, alongside ongoing deployment challenges due to a low M&A environment. — Indicates a broader industry expectation for increased direct lending and private credit activity in 2026, positively impacting firms with large capital pools.

"Despite a lower M&A environment, fundraising continues to be robust. However, deployment challenges persist due to fewer transactions in the current environment. With rate cuts pending this year, it's anticipated that deal activity will"

BX WATCH KKR WATCH

HIGH

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